BETA

FISHER CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FISHER CHARITABLE FOUNDATION (EIN 01-0512082)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-03-31
IRS object ID
202120909349100862
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-03-31T11:44:44-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN111986323PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARCUM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115 CASCO STREETAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010512082EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FISHER CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFISHBusinessNameControlTxt
Phone2072531568PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 17513AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04112ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonOWEN W WELLSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2072531568PhoneNum
Signature2021-03-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstOWENPersonFirstNm
Person LastWELLSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIRK PURVISPreparerPersonNm
PTINP00439837PTIN
Phone2073527600PhoneNum
Preparation2021-03-25PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,209,576FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$16InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$111,643DividendsRevAndExpnssAmt
Dividends Net Invst Incm$111,643DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$150,717NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$703,939GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$553,222CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$262,376TotalRevAndExpnssAmt
Total Net Invst Incm$664,881TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$84,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$21,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$63,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$335LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$85LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$250LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,747AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$687AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,060AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$39,922OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$32,422OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,500OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,755TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$5,000OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$1,250OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$3,750OccupancyDsbrsChrtblAmt
Printing And Pub Rev And Expnss$696PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$175PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$521PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,829OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,160OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,669OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$144,284TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$56,779TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$79,750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$474,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$474,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$618,284TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$56,779TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$553,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$355,908ExcessRevenueOverExpensesAmt
Net Investment Income$608,102NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$402,449SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$501,519SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$501,519SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$196,754USGovernmentObligationsBOYAmt
US Government Obligations EOY$98,859USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$100,406USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,705,003CorporateStockBOYAmt
Corporate Stock EOY$1,600,948CorporateStockEOYAmt
Corporate Stock EOYFMV$4,608,547CorporateStockEOYFMVAmt
Corporate Bonds BOY$493,782CorporateBondsBOYAmt
Corporate Bonds EOY$145,972CorporateBondsEOYAmt
Corporate Bonds EOYFMV$150,239CorporateBondsEOYFMVAmt
Other Investments BOY$1,077,291OtherInvestmentsBOYAmt
Other Investments EOY$1,177,291OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,848,865OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,875,279TotalAssetsBOYAmt
Total Assets EOY$3,524,589TotalAssetsEOYAmt
Total Assets EOYFMV$7,209,576TotalAssetsEOYFMVAmt
Accounts Payable BOY$66AccountsPayableBOYAmt
Accounts Payable EOY$543AccountsPayableEOYAmt
Total Liabilities BOY$66TotalLiabilitiesBOYAmt
Total Liabilities EOY$543TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,875,213RetainedEarningBOYAmt
Retained Earning EOY$3,524,046RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,875,213TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,524,046TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,875,279TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,524,589TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,875,213TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$355,908ExcessRevenueOverExpensesAmt
Other Increases$4,741OtherIncreasesAmt
Subtotal$3,524,046SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,524,046TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$703,939GrossSalesPriceAmt
Cost Or Other Basis$150,717CostOrOtherBasisAmt
Gain Or Loss$553,222GainOrLossAmt
Gains Minus Excess Or Losses$553,222GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$553,222CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,453InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,453SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,453TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$3,253TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJENNIFER COOKIndividualWithBooksNm
Phone2072531568PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 17513AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04112ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALEXSANDRA FISHER COLES
PO BOX 17513PORTLANDME04112TRUSTEE/PRESIDENT1.00$14,000$0$0
OWEN W WELLS
PO BOX 17513PORTLANDME04112TRUSTEE/CLERK1.00$14,000$0$0
MEG BAXTER
PO BOX 17513PORTLANDME04112TRUSTEE1.00$14,000$0$0
HENRY L P SCHMELZER
PO BOX 17513PORTLANDME04112TRUSTEE1.00$14,000$0$0
CRAIG N DENEKAS
PO BOX 17513PORTLANDME04112TRUSTEE1.00$14,000$0$0
ARIE FISHER COLES
PO BOX 17513PORTLANDME04112TRUSTEE1.00$14,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,196,024AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$228,333AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,424,357TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,424,357AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$96,365CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,327,992NetVlNoncharitableAssetsAmt
Minimum Investment Return$316,400MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$316,400MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,453TaxBasedOnInvestmentIncomeAmt
Total Tax$8,453TotalTaxAmt
Distributable Before Adj$307,947DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$307,947DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$307,947DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$553,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$553,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$553,750AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$307,947DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$254,702ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$245,966ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$234,547ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$287,245ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$352,739ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,375,199TotalExcessDistributionCyovAmt
Qualifying Distributions$553,750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$307,947AppliedToCurrentYearAmt
Remaining Distri From Corpus$245,803RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,621,002TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$254,702ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,366,300ExcessDistriCyovToNextYrAmt
Excess From Year4$245,966ExcessFromYear4Amt
Excess From Year3$234,547ExcessFromYear3Amt
Excess From Year2$287,245ExcessFromYear2Amt
Excess From Year1$352,739ExcessFromYear1Amt
Excess From Current Year$245,803ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonOWEN W WELLSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 17513AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04112ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2072531568RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS MAY BE OBTAINED BY CALLING THE FOUNDATION AT (207) 253-1568 OR VIA EMAIL: JENNIFER@FISHERCHARITABLEFOUNDATION.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesFEBRUARY 15, MAY 15, AUGUST 15, NOVEMBER 15SubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION GENERALLY LIMITS ITS GRANTS TO CHARITABLE ORGANIZATIONS, ACTIVITIES, OPERATIONS OR PURPOSES WHICH TAKE PLACE WITHIN THE STATE OF MAINE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
317 MAIN COMMUNITY MUSIC CENTER
317 MAIN STREETYARMOUTHME04096PUBLICGENERAL OPERATING SUPPORT$5,000
ABBE MUSEUM
PO BOX 286BAR HARBORME04609PUBLICGENERAL OPERATING SUPPORT$5,000
ANIMAL REFUGE LEAGUE OF GREATER PORTLAND
PO BOX 336WESTBROOKME04098PUBLICLOW-COST VETERINARY CARE$3,500
AROOSTOOK ASPIRATIONS INITIATIVE
26 NORTH STREET BOX 138PRESQUE ISLEME04769PUBLICGENERAL OPERATING SUPPORT$5,000
ARTWAVES
1345A STATE HIGHWAY 102BAR HARBORME04609PUBLICGENERAL OPERATING SUPPORT$2,000
ATLANTIC SALMON FEDERATION
14 MAINE STREET SUITE 202BRUNSWICKME04011PUBLICFARMINGTON WATERFRONT COMMUNITY PARK$2,000
BANGOR SYMPHONY ORCHESTRA
PO BOX 1441BANGORME044021441PUBLICGENERAL OPERATING SUPPORT$5,000
BAY CHAMBER CONCERTS
PO BOX 599ROCKPORTME04856PUBLICGENERAL OPERATING SUPPORT$2,000
BIG BROTHERS BIG SISTERS OF MID-MAINE
66 ELM STREET SUITE 100CAMDENME04943PUBLICTECHNOLOGY-BASED PROGRAMS$3,000
BIG BROTHERS BIG SISTERS OF MID-MAINE
66 ELM STREET SUITE 100CAMDENME04843PUBLICGENERAL OPERATING SUPPORT$5,000
BIG BROTHERS BIG SISTERS OF SOUTHERN MAINE
625 MAIN STREETWESTBROOKME04092PUBLICMENTOR PROGRAMS$5,000
CENTER FOR WISDOM'S WOMEN
PO BOX 1016LEWISTONME04243PUBLICHERBAN WORKS PROGRAM$2,500
CHILDREN'S MUSEUM & THEATRE OF MAINE
142 FREE STREETPORTLANDME04101PUBLICGENERAL OPERATING SUPPORT$2,500
COBSCOOK COMMUNITY LEARNING CENTER
10 COMMISSARY POINT ROADTRESCOTTME04652PUBLICTRANSFORMING RURAL EXPERIENCE IN EDUCATION$5,000
COMMUNITY CONCEPTS
240 BATES STREETLEWISTONME04240PUBLICGENERAL OPERATING SUPPORT$10,000
COMMUNITY DENTAL
366 US ROUTE ONEFALMOUTHME04105PUBLICGENERAL OPERATING SUPPORT$10,000
DEMPSEY CENTER
778 MAIN STREETSOUTH PORTLANDME04106PUBLICGENERAL OPERATING SUPPORT$5,000
DOWNEAST COMMUNITY PARTNERS
248 BUCKSPORT ROADELLSWORTHME04605PUBLICGENERAL OPERATING SUPPORT$15,000
FARNSWORTH ART MUSEUM
16 MUSEUM STREETROCKLANDME04841PUBLICGENERAL OPERATING SUPPORT$5,000
FIDELCO GUIDE DOG FOUNDATION
103 VISION WAYBLOOMFIELDCT06002PUBLICGUIDE DOG PARTNERSHIP PROGRAM$2,000
FRANNIE PEABODY CENTER
30 DANFORTH STREET SUITE 311PORTLANDME04101PUBLICASSISTANCE FOR THOSE LIVING WITH OR AT RISK OF HIV/AIDS$5,000
FRIENDS OF CASCO BAY
43 SLOCUM DRIVESOUTH PORTLANDME04106PUBLICGENERAL OPERATING SUPPORT$3,000
GOOD SHEPHERD FOOD BANK OF MAINE
PO BOX 1807AUBURNME042111807PUBLICGENERAL OPERATING SUPPORT$10,000
GOOD SHEPHERD FOOD BANK OF MAINE
PO BOX 1807AUBURNME042111807PUBLICGENERAL OPERATING SUPPORT$5,000
GULF OF MAINE RESEARCH INSTITUTE
350 COMMERCIAL STREETPORTLANDME04101PUBLICGENERAL OPERATING SUPPORT$5,000
HOMELESS SERVICES OF AROOSTOOK
PO BOX 1753PRESQUE ISLEME04769PUBLICSISTER MARY O'DONNELL EMERGENCY HOMELESS SHELTER$5,000
IRIS NETWORK
189 PARK AVENUEPORTLANDME04102PUBLICGENERAL OPERATING SUPPORT$4,000
ISLAND CONNECTIONS
93 COTTAGE STREET SUITE 101BAR HARBORME04609PUBLICGENERAL OPERATING SUPPORT$2,500
ISLAND HOUSING TRUST
PO BOX 851MOUNT DESERTME04660PUBLICCOMING HOME CAMPAIGN$5,000
ISLAND INSTITUTE
PO BOX 648ROCKLANDME048410648PUBLICGENERAL OPERATING SUPPORT$6,000
KIDS FIRST CENTER
51 US ROUTE 1 SUITE SSCARBOROUGHME04074PUBLICGENERAL OPERATING SUPPORT$2,500
KNOX COUNTY HOMELESS COALITION
PO BOX 1696ROCKLANDME04841PUBLICGENERAL OPERATING SUPPORT$10,000
LEGAL SERVICES FOR THE ELDERLY
5 WABON STREETAUGUSTAME043307040PUBLICGENERAL OPERATING SUPPORT$10,000
LINCOLN COUNTY DENTAL
PO BOX 256BOOTHBAYME04537PUBLICORAL HEALTHCARE SERVICES$5,000
LITERACY VOLUNTEERS OF BANGOR
354 HOGAN ROADBANGORME04401PUBLICONLINE RESOURCES FOR STUDENTS$3,500
MAINE COLLEGE CIRCLE
251 MAIN STREETYARMOUTHME04096PUBLICFUTURE OF MAINE INITIATIVE$3,000
MAINE DISCOVERY MUSEUM
74 MAIN STREETBANGORME04401PUBLICGENERAL OPERATING SUPPORT$2,500
MAINE HISTORICAL SOCIETY
489 CONGRESS STREETPORTLANDME041013498PUBLICGENERAL OPERATING SUPPORT$5,000
MAINE MARITIME MUSEUM
243 WASHINGTON STREETBATHME04530PUBLICGENERAL OPERATING SUPPORT$2,500
MAINE MEDICAL CENTER
22 BRAMHALL STREETPORTLANDME041023175PUBLICDEAN L. FISHER SCHOLARSHIPS$25,000
MAINE PRESERVATION
233 WEST MAIN STREETYARMOUTHME04096PUBLICGENERAL OPERATING SUPPORT$5,000
MAINE PUBLIC BROADCASTING NETWORK
1450 LISBON STREETLEWISTONME042403595PUBLICGENERAL OPERATING SUPPORT$15,000
MAINE SEACOAST MISSION
127 WEST STREETBAR HARBORME04609PUBLICGENERAL OPERATING SUPPORT$5,000
MAINE STATE MUSIC THEATRE
22 ELM STREETBRUNSWICKME04011PUBLICGENERAL OPERATING SUPPORT$2,500
MERRYSPRING NATURE CENTER
PO BOX 893CAMDENME04843PUBLICGENERAL OPERATING SUPPORT$5,000
METHODIST CONFERENCE HOME
46 SUMMER STREETROCKLANDME04841PUBLICGENERAL OPERATING SUPPORT$5,000
MID-COAST RECOVERY COALITION
PO BOX 1002CAMDENME04843PUBLICWORKFORCE TRAINING PROGRAMS$5,000
MILESTONE RECOVERY
65 INDIA STREETPORTLANDME04101PUBLICGENERAL OPERATING SUPPORT$5,000
MITCHELL INSTITUTE
75 WASHINGTON AVENUE SUITE 2EPORTLANDME04101PUBLICGENERAL OPERATING SUPPORT$15,000
MOUNT DESERT ISLAND HOSPITAL
10 WAYMAN LANEBAR HARBORME04609PUBLICCANCER PATIENT NAVIGATOR PROGRAM$5,000
NATURE CONSERVANCY IN MAINE
14 MAINE STREET SUITE 401BRUNSWICKME04011PUBLICGENERAL OPERATING SUPPORT$2,500
NORTHEAST HISTORIC FILM
PO BOX 1060BUCKSPORTME04416PUBLICREPAIR THE ALAMO THEATRE FLY LOFT$2,000
NORTHERN LIGHT AR GOULD HOSPITAL
140 ACADEMY STREETPRESQUE ISLEME04769PUBLICCRITICAL CARE AMBULANCE$10,000
OGUNQUIT MUSEUM OF AMERICAN ART
PO BOX 815OGUNQUITME03907PUBLICGENERAL OPERATING SUPPORT$2,500
OGUNQUIT PLAYHOUSE
PO BOX 915OGUNQUITME03907PUBLICGENERAL OPERATING SUPPORT$2,500
OLYMPIA SNOWE WOMEN'S LEADERSHIP INSTITUTE
ONE CANAL PLAZA SUITE 501PORTLANDME04101PUBLICMY VALUES, MY VOICE, MY VISION$5,000
PENOBSCOT COMMUNITY HEALTH CARE
PO BOX 2100BANGORME04402PUBLICGENERAL OPERATING SUPPORT$6,000
PENOBSCOT THEATRE COMPANY
131 MAIN STREETBANGORME04401PUBLICDIGITUS THEATRUM AND COSTUME INVENTORY SYSTEM$5,000
POINTS NORTH INSTITUTE
PO BOX 836CAMDENME048430836PUBLICGENERAL OPERATING SUPPORT$4,000
PORTLAND MUSEUM OF ART
SEVEN CONGRESS SQUAREPORTLANDME04101PUBLICGENERAL OPERATING SUPPORT$10,000
PORTLAND STAGE COMPANY
PO BOX 1458PORTLANDME04104PUBLICGENERAL OPERATING SUPPORT$5,000
PORTLAND SYMPHONY ORCHESTRA
50 MONUMENT SQUARE 2ND FLOORPORTLANDME04101PUBLICGENERAL OPERATING SUPPORT$10,000
PREBLE STREET
38 PREBLE STREETPORTLANDME04101PUBLICGENERAL OPERATING SUPPORT$5,000
PREBLE STREET
38 PREBLE STREETPORTLANDME04101PUBLICGENERAL OPERATING SUPPORT$5,000
ROCKPORT LIBRARY ASSOCIATION
BOX 204ROCKPORTME04856PUBLICSHELVING, SEATING AND PROJECTION EQUIPMENT$2,500
RYAN HOME PROJECT
PO BOX 193NORTH BERWICKME03906PUBLICGENERAL OPERATING SUPPORT$2,500
SAFE VOICES
PO BOX 713AUBURNME042120713PUBLICGENERAL OPERATING SUPPORT$5,000
SALVATION ARMY NORTHERN NEW ENGLAND DIVISION
PO BOX 3647PORTLANDME04104PUBLICGENERAL OPERATING SUPPORT$9,000
SENIORSPLUS
8 FALCON ROADLEWISTONME04240PUBLICTRAIN CLIENTS TO ACCESS VIRTUAL EDUCATIONAL AND COUNSELING PROGRAMS$5,000
SHALOM HOUSE INC
106 GILMAN STREETPORTLANDME04102PUBLICGENERAL OPERATING SUPPORT$5,000
SOUTHERN HARBOR ELDERCARE SERVICE
12 PULPIT HARBOR ROADNORTH HAVENME04853PUBLICCONTINUING EDUCATION FOR THE STAFF OF SOUTHERN HARBOR HOUSE$5,000
SOUTHERN MAINE AGENCY ON AGING
136 US ROUTE ONESCARBOROUGHME04074PUBLICGENERAL OPERATING SUPPORT$5,000
ST ANDRE HOME
1066 KENDUSKEAG AVENUEBANGORME04401PUBLICCOURAGELIVES OUTREACH PROGRAM$5,000
ST BRENDAN THE NAVIGATOR CATHOLIC CHURCH
7 UNION STREETCAMDENME04843PUBLICST. BERNARD SOUP KITCHEN$10,000
SUSAN L CURTIS CHARITABLE FOUNDATION
1321 WASHINGTON AVENUE SUITE 104PORTLANDME04103PUBLICGENERAL OPERATING SUPPORT$5,000
TEAR CAP WORKSHOPS
21 HAMPSHIRE STREETHIRAMME04041PUBLICCOMMUNITY WOODWORKING SHOP RENT-A-BENCH PROGRAM$3,000
THE APPRENTICESHOP
655 MAIN STREETROCKLANDME04841PUBLICGENERAL OPERATING SUPPORT$2,500
TREE STREET YOUTH
144 HOWE STREETLEWISTONME04240PUBLICGENERAL OPERATING SUPPORT$10,000
TRINITY JUBILEE CENTER
247 BATES STREETLEWISTONME04240PUBLICFEEDING L-A PROJECT$5,000
UNITED WAY OF AROOSTOOK
830 MAIN STREET BOX 4PRESQUE ISLEME04769PUBLICGENERAL OPERATING SUPPORT$15,000
UNITED WAY OF GREATER PORTLAND
550 FOREST AVENUE SUITE 100PORTLANDME04101PUBLICGENERAL OPERATING SUPPORT$5,000
WAYFINDER SCHOOLS
PO BOX 555CAMDENME04843PUBLICPASSAGES PROGRAM$2,500
WELL OF MARS HILL MAINE
PO BOX 71WESTFIELDME04787PUBLICRENOVATE BUILDING TO BECOME A YOUTH CENTER$2,000
WHISKA HOUSE
60 WESTERN AVENUE SUITE 170AUGUSTAME04330PUBLICGENERAL OPERATING SUPPORT$1,000
YOUTH FULL MAINE
PO BOX 745BIDDEFORDME04005PUBLICGENERAL OPERATING SUPPORT$5,000
YWCA CENTRAL MAINE
130 EAST AVENUELEWISTONME04240PUBLICCHILDCARE SERVICES FOR ESSENTIAL WORKERS$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$474,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$111,643ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$150,717ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$262,376ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$262,376TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,747Amt
Net Investment Income$687NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,060DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$145,972EOYBookValueAmt
EOYFMV$150,239EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$1,600,948EOYBookValueAmt
EOYFMV$4,608,547EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$98,859USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$100,406USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,177,291BookValueAmt
EOYFMV$1,848,865EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$335LegalFeesAmt
Net Investment Income$85NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TELEPHONE$55$14$41
INSURANCE$698$175$523
POSTAGE$2,145$537$1,608
SUPPLIES$285$71$214
BOND PREMIUM AMORTIZATION$268$268$0
OUTSIDE CONTRACT SERVICES$235$59$176
BOOKS, SUBCRIPTIONS, REFERENCE$143$36$107

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescOTHER CHANGES IN NET ASSETSDesc
Amt$4,741Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$29,922$29,922$0
ADMINISTRATIVE FEES$10,000$2,500$7,500

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$7,755Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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