DAVIS FAMILY FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DAVIS FAMILY FOUNDATION (EIN 01-0390443)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-04
- IRS object ID
- 202123089349303902
- Schema version
- 2020v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-04T15:17:06-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041041100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010390443 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2078469132 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Forest Falls Dr Ste 5 | AddressLine1Txt |
| City | Yarmouth | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yvonne Mumme | PersonNm |
| Person Title | Chief Finance and Admin. Officer | PersonTitleTxt |
| Phone | 2078469132 | PhoneNum |
| Signature | 2021-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph R Byrne | PreparerPersonNm |
| PTIN | P01289281 | PTIN |
| Phone | 2077753287 | PhoneNum |
| Preparation | 2021-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 1 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Yvonne Mumme | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Forest Falls Dr Ste 5 | AddressLine1Txt |
| City | Yarmouth | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,301,195 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.davisfoundations.org | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | Award Grants | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,331,320 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,456,780 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,000 | PYOtherRevenueAmt |
| CY Other Revenue | $7,101 | CYOtherRevenueAmt |
| PY Total Revenue | $3,336,320 | PYTotalRevenueAmt |
| CY Total Revenue | $4,463,881 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,294,075 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,843,690 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $82,976 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $86,209 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $408,231 | PYOtherExpensesAmt |
| CY Other Expenses | $322,075 | CYOtherExpensesAmt |
| PY Total Expenses | $2,785,282 | PYTotalExpensesAmt |
| CY Total Expenses | $2,251,974 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $551,038 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,211,907 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $76,068,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,977,016 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,334 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,663 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $76,045,630 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $82,926,353 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide grants to colleges, universities, and other educational institutions; to hospitals and other health organizations with a primary interest in programs designed to increase the effectiveness or decrease the cost of medical care; and organizations whose customary and primary activity is to promote music, theater, drama, history, literature, the arts or similar cultural activities. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,979,847 | ExpenseAmt |
| Grant | $1,843,690 | GrantAmt |
| Revenue | $7,101 | RevenueAmt |
| Desc | Grants allocated in support of 501(c)(3) & governmental organizations. See Schedule I for 2020 grants approved. | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,979,847 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yvonne Mumme | PersonNm |
| Phone | 2078469132 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Forest Falls Dr Ste 5 | AddressLine1Txt |
| City | Yarmouth | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Yvonne B Mumme | |||||||
| Chief Finance and Administrative Officer | 16 | 0 | Yes (X) | $48,449 | $0 | $7,760 | |
| Michael R Currie | |||||||
| Trustee | 2 | 0 | $6,000 | $0 | $0 | Yes (X) | |
| Anne B Pringle | |||||||
| Trustee | 2 | 0 | $6,000 | $0 | $0 | Yes (X) | |
| Samuel M DiCapua | |||||||
| Trustee | 2 | 0 | $6,000 | $0 | $0 | Yes (X) | |
| Edward L Dilworth III | |||||||
| Trustee | 2 | 0 | $6,000 | $0 | $0 | Yes (X) | |
| Al Noyes | |||||||
| Trustee | 2 | 0 | $6,000 | $0 | $0 | Yes (X) | |
| Rebekah A Bucci | |||||||
| Chair | 2 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| David J Bucci | |||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |
| Colleen Bucci Liddy | |||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $78,449 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,760 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Prio Wealth | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 Franklin St Suite 2001 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Investment Management | ServicesDesc |
| Compensation | $100,627 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,006,591 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,006,591 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,287,503 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,837,314 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,450,189 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,450,189 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,450,189 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior period grant recovery | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,101 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,101 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,101 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,463,881 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,101 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,456,780 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,843,690 | TotalAmt |
| Program Services | $1,843,690 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,209 | TotalAmt |
| Program Services | $32,621 | ProgramServicesAmt |
| Management And General | $53,588 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,242 | TotalAmt |
| Program Services | $71,834 | ProgramServicesAmt |
| Management And General | $7,408 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,600 | TotalAmt |
| Management And General | $4,600 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,153 | TotalAmt |
| Management And General | $194,153 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,170 | TotalAmt |
| Program Services | $3,781 | ProgramServicesAmt |
| Management And General | $2,389 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,042 | TotalAmt |
| Program Services | $8,377 | ProgramServicesAmt |
| Management And General | $1,665 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,301 | TotalAmt |
| Program Services | $11,766 | ProgramServicesAmt |
| Management And General | $5,535 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247 | TotalAmt |
| Program Services | $198 | ProgramServicesAmt |
| Management And General | $49 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297 | TotalAmt |
| Program Services | $256 | ProgramServicesAmt |
| Management And General | $41 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,579 | TotalAmt |
| Program Services | $835 | ProgramServicesAmt |
| Management And General | $744 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dues | $7,896 | $6,489 | $1,407 | |
| Miscellaneous Expenses | $548 | $0 | $548 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,251,974 | TotalAmt |
| Program Services | $1,979,847 | ProgramServicesAmt |
| Management And General | $272,127 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,994 | BOYAmt |
| EOY | $62,247 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,213 | BOYAmt |
| EOY | $971,098 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,329 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,003,358 | BOYAmt |
| EOY | $64,490,058 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,432,178 | BOYAmt |
| EOY | $17,329,687 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,221 | BOYAmt |
| EOY | $121,597 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,068,964 | BOYAmt |
| EOY | $82,977,016 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,334 | BOYAmt |
| EOY | $50,663 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,334 | BOYAmt |
| EOY | $50,663 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,045,630 | BOYAmt |
| EOY | $82,926,353 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,045,630 | BOYAmt |
| EOY | $82,926,353 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,068,964 | BOYAmt |
| EOY | $82,977,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,211,907 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,668,816 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| Maine Medical Center | ||||
| 010238552 | 3 | Yes (1) | $0 | $0 |
| Portland Symphony Orchestra | ||||
| 016006058 | 7 | Yes (1) | $0 | $0 |
| University of New England | ||||
| 010211810 | 2 | Yes (1) | $0 | $0 |
| Portland Museum of Art | ||||
| 010378420 | 7 | Yes (1) | $15,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $15,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | Yes (1) | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part IV, Section B, Line 2 | FormAndLineReferenceDesc |
| Explanation | The supported organizations identified in Form 990, Schedule A, Part I appoint trustees who represent the charitable class benefited by the mission of the Organization and its supported organizations. These same trustees have a majority vote on the Organization's board and approve all granting decisions. | ExplanationTxt |
Schedule D IRS990ScheduleD
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Limited Partnership Interests | Desc |
| Book Value | $17,329,687 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,329,687 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $8,931,142 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,668,816 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $4,668,816 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,262,326 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $194,454 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $7,101 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $201,555 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,463,881 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,050,419 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,050,419 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $194,454 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $7,101 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $201,555 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,251,974 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part XI, Line 4b | Recoveries of prior year grants. |
| Schedule D, Part XII, Line 4b | Recoveries of prior year grants |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (81 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt | Non Cash AssistanceNonCashAssistanceAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| Friends of Seguin Island | ||||||||||
| 72 Front Street Suite 3 | Bath | ME | 04530 | 010420547 | 501(c)(3) | $5,400 | Seguin Island Museum | |||
| Portland Lyric Theater | ||||||||||
| 176 Sawyer Street | South Portland | ME | 04106 | 237376760 | 501(c)(3) | $5,940 | Lyric Music Theater Auditorium Balcony Structural Repair | |||
| McArthur Public Library | ||||||||||
| 270 Main Street | Biddeford | ME | 04005 | 010211533 | 501(c)(3) | $6,000 | Reopening Projects and Direct Patron Services (COVID 19) | |||
| LA Arts | ||||||||||
| 221 Lisbon Street | Lewiston | ME | 04240 | 010391208 | 501(c)(3) | $6,200 | LA Arts Gallery Improvement Project | |||
| History House Association Inc | ||||||||||
| PO Box 832 | Skowhegan | ME | 04976 | 010217324 | 501(c)(3) | $7,000 | Wabanaki Voices: Connecting Past, Present, Future | 66 Elm Street | ||
| Denmark Arts Center | ||||||||||
| 50 West Main Street | Denmark | ME | 04022 | 223320354 | 501(c)(3) | $7,000 | Growing Arts in Denmark; Affordable, Accessible, Absorbing! | PO Box 813 | $0 | |
| Palaver Strings | ||||||||||
| 45 Exchange St 300E | Portland | ME | 04101 | 474914834 | 501(c)(3) | $7,000 | Palaver Music Center Strings Program | |||
| Indigo Arts Alliance | ||||||||||
| 60 Cove St | Portland | ME | 04101 | 831809512 | 501(c)(3) | $7,500 | Beautiful Blackbird Children's Book Festival and Series: Celebrating Writers Across the African Diaspora | |||
| Sullivan-Sorrento Historical Society | ||||||||||
| PO Box 44 | Sullivan | ME | 04664 | 237195825 | 501(c)(3) | $8,000 | Urann Historic Home project | $0 | ||
| Farmington Public Library | ||||||||||
| 117 Academy Street | Farmington | ME | 04938 | 016010068 | 501(c)(3) | $8,575 | Protect the Passerby: Installing Snow Guards on the Roof | |||
| Herring Gut Learning Center | ||||||||||
| 59 Factory Lane | Port Clyde | ME | 04855 | 233007187 | 501(c)(3) | $9,000 | Fresh to Salt: Flowing Together | $0 | ||
| Wayfinder Schools | ||||||||||
| PO Box 555 | Camden | ME | 04843 | 010217639 | 501(c)(3) | $10,000 | Passages Program | |||
| Portland Ballet Company | ||||||||||
| 517 Forest Ave Ste 2 | Portland | ME | 04101 | 010372997 | 501(c)(3) | $10,000 | Victorian Nutcracker Renovations | |||
| Farmington Historical Society | ||||||||||
| PO Box 575 | Farmington | ME | 04938 | 010377985 | 501(c)(3) | $10,000 | Titcomb House Museum Expansion | |||
| Maine State Ballet | ||||||||||
| 348 US Route 1 | Falmouth | ME | 04105 | 010420070 | 501(c)(3) | $10,000 | Upgrading Lights in Maine State Ballet's Lopez Theater | |||
| Oasis Health Network Inc | ||||||||||
| 66 Baribeau Drive Ste 5B Box 1 | Brunswick | ME | 04011 | 010497587 | 501(c)(3) | $10,000 | Increasing Dental Access for Uninsured Adults | |||
| Community Little Theatre Corp | ||||||||||
| PO Box 262 | Auburn | ME | 04212 | 016013228 | 501(c)(3) | $10,000 | Emergency Repairs to Exterior Entrance Canopy Structures | $0 | ||
| Penobscot Marine Museum | ||||||||||
| 2 Church St | Searsport | ME | 04974 | 016015647 | 501(c)(3) | $10,000 | Fowler-True-Ross House Restoration | PO Box 498 | ||
| Maine Forest and Logging Museum | ||||||||||
| PO Box 104 | Bradley | ME | 04411 | 016019448 | 501(c)(3) | $10,000 | Expanding, improving and maintaining access to under-utilized museum structures. | |||
| Albion Public Library | ||||||||||
| 18 Main St PO Box 355 | Albion | ME | 049100355 | 016168280 | 501(c)(3) | $10,000 | Albion Public Library Renovation and Addition | $0 | ||
| Damariscotta Montessori School | ||||||||||
| 93 Center Street | Nobleboro | ME | 04555 | 200216368 | 501(c)(3) | $10,000 | Outdoor Classroom and Garden Expansion | $0 | ||
| Maine Robotics | ||||||||||
| 167 Bennoch Rd | Orono | ME | 04473 | 202639766 | 501(c)(3) | $10,000 | Maine Robotics Equipment Upgrade | $0 | ||
| Friends of Liberty Hall | ||||||||||
| PO Box 22 | Machiasport | ME | 04655 | 205821797 | 501(c)(3) | $10,000 | Restoration of Liberty Hall's Rear Facade: Phase 3, part 2 | |||
| Northeast Historic Film | ||||||||||
| PO Box 900 | Bucksport | ME | 04416 | 222823713 | 501(c)(3) | $10,000 | Funding to Repair the Alamo Theatre Fly Loft | |||
| Shalom House | ||||||||||
| 106 Gilman Street | Portland | ME | 04102 | 237119236 | 501(c)(3) | $10,000 | Shalom House Art Program | |||
| Belfast Area Child Care Services Inc | ||||||||||
| 1025 Waterville Road | Waldo | ME | 04915 | 237328966 | 501(c)(3) | $10,000 | Install an energy-efficient propane heating system to replace an irreparable oil furnace | $0 | ||
| Mayo Street Arts | ||||||||||
| 10 Mayo Street | Portland | ME | 04101 | 271461543 | 501(c)(3) | $10,000 | Accessibility renovations including a wheelchair lift, front entrance, concessions area and welcome mural. | |||
| ArtVan | ||||||||||
| 10 State Road PMB 272 | Bath | ME | 04530 | 452301696 | 501(c)(3) | $10,000 | Art Bag Mobile Art Therapy Connections for Youth | $0 | ||
| New England Steam Corporation | ||||||||||
| PO Box 302 | Winterport | ME | 04496 | 461459338 | 501(c)(3) | $10,000 | Locomotive 470 Tender Spring Replacement | |||
| The Eastport Arts Center | ||||||||||
| 36 Washington St | Eastport | ME | 04631 | 010436739 | 501(c)(3) | $10,500 | Facing the Future: New Entrance is Top Need to Enter the New Norm | PO Box 153 | ||
| Kezar Falls Circulating Library | ||||||||||
| 2 Wadleigh Street | Parsonsfield | ME | 04047 | 010365890 | 501(c)(3) | $12,000 | Window Restoration Project 2020 | PO Box 11 | $0 | |
| Robbinston Historical Society | ||||||||||
| PO Box 34 | Robbinston | ME | 04671 | 010531359 | 501(c)(3) | $12,000 | Grace Chapel Rehabilitation | $0 | ||
| Lincoln County Historical Association Inc | ||||||||||
| PO Box 61 | Wiscasset | ME | 04578 | 010239808 | 501(c)(3) | $13,000 | Interior Remediation and Restoration of the Museum and Old Jail in Wiscasset | $0 | ||
| Apex Youth Connection | ||||||||||
| PO Box 783 | Biddeford | ME | 04005 | 203684834 | 501(c)(3) | $13,346 | School-based STEM and workplace readiness programs | 45 Granite Street | $0 | |
| Southwest Harbor-Tremont Nursing Service | ||||||||||
| 26 Village Green Way | Southwest Harbor | ME | 04679 | 010271579 | 501(c)(3) | $14,042 | Handheld portable radio replacement. | PO Box 437 | $0 | |
| Fryeburg Academy | ||||||||||
| 745 Main Street | Fryeburg | ME | 04037 | 010211505 | 501(c)(3) | $15,000 | 2020 Campus Reopening Initiative During Covid | |||
| Kennebec Behavioral Health | ||||||||||
| 67 Eustis Parkway | Waterville | ME | 04901 | 010265559 | 501(c)(3) | $15,000 | Home & Community-Based Treatment Program | |||
| Portland Museum of Art | ||||||||||
| 7 Congress Sq | Portland | ME | 04101 | 010378420 | 501(c)(3) | $15,000 | PMA Payson Building Accessibility Project | |||
| Gulf of Maine Research Institute | ||||||||||
| 350 Commercial Street | Portland | ME | 04101 | 010504905 | 501(c)(3) | $15,000 | Discovering a Digital Field Notebook to Foster Connected Learning Ecosystems | |||
| Freedom Community Historical Society | ||||||||||
| 52 Pleasant St | Freedom | ME | 04941 | 010539071 | 501(c)(3) | $15,000 | Keen Hall Restoration-Phase Three | $0 | ||
| Phillips Historical Society Museum | ||||||||||
| PO Box 216 | Phillips | ME | 04966 | 016029334 | 501(c)(3) | $15,000 | Phillips Historical Society Essential Museum Maintenance and Repair for 2020 | 8 Pleasant Street | $0 | |
| Fryeburg Rescue Association | ||||||||||
| 89 Bridgton Rd | Fryeburg | ME | 04051 | 043347500 | 501(c)(3) | $15,000 | Lucas Device Purchase | |||
| Mabel Wadsworth Women's Health Center | ||||||||||
| 700 Mt Hope Ave Ste 420 | Bangor | ME | 04401 | 222667466 | 501(c)(3) | $15,000 | Primary Care Practice Improvements | |||
| Curran Homestead Inc | ||||||||||
| PO Box 107 | Orrington | ME | 04474 | 223236711 | 501(c)(3) | $15,000 | The Learning Barn: Re-Purposing Old Spaces for New Learning Places at 19th Century Curran Village | |||
| Scribner's Mill Preservation Inc | ||||||||||
| 244 Scribners Mills Rd | Harrison | ME | 04040 | 510212076 | 501(c)(3) | $15,000 | Construction of an Educational Exhibit Timber Framed Building | |||
| Irish Heritage Center | ||||||||||
| PO Box 7588 | Portland | ME | 041127588 | 810546468 | 501(c)(3) | $15,000 | Bell Tower Restoration Project | |||
| Sandcastle Preschool Program Foundation Inc | ||||||||||
| 72 Strawberry Ave | Lewiston | ME | 04240 | 010506743 | 501(c)(3) | $17,000 | Sandcastle Telehealth Expansion | |||
| Bar Harbor Historical Society | ||||||||||
| 127 West Street | Bar Harbor | ME | 04609 | 010342596 | 501(c)(3) | $20,000 | Preserving the Collection (Artifacts and Archives) | |||
| Poland Spring Preservation Society | ||||||||||
| PO Box 444 | Poland Spring | ME | 04274 | 010347068 | 501(c)(3) | $20,000 | All Souls Chapel Restoration | $0 | ||
| Downeast Institute for Applied Marine Research and Education | ||||||||||
| PO Box 83 | Beals | ME | 04611 | 010452403 | 501(c)(3) | $20,000 | Let's Find Out How to Learn From a Distance with DEI | 39 Wildflower Ln | ||
| Museum L-A | ||||||||||
| 35 Canal St Box A7 | Lewiston | ME | 04240 | 010504257 | 501(c)(3) | $20,000 | Bringing Museum L-A's Exhibits and Tours Online for All to Enjoy | $0 | ||
| Rippleffect Inc | ||||||||||
| PO Box 441 | Portland | ME | 04112 | 010521260 | 501(c)(3) | $20,000 | Rippleffect & Portland Middle School: All Students Outside Initiative | |||
| Kennebec Valley Dental Coalition | ||||||||||
| 2 Evergreen Dr | Oakland | ME | 04963 | 010524329 | 501(c)(3) | $20,000 | A New Model to Meet Children's Oral Health Needs in Maine's Rural Head Start Programs. | DBA Waterville Community Dental Center | ||
| Eastern Maine Children's Museum | ||||||||||
| 74 Main Street | Bangor | ME | 04401 | 010527022 | 501(c)(3) | $20,000 | Discover From Home | |||
| Pejepscot Historical Society | ||||||||||
| 159 Park Row | Brunswick | ME | 04011 | 016024157 | 501(c)(3) | $20,000 | Restoration and Repair of Chimneys on Skolfield-Whittier House and Pejepscot Museum & Research Center Property | $0 | ||
| Timelines Community Inc | ||||||||||
| PO Box 11 | Thorndike | ME | 04986 | 133888191 | 501(c)(3) | $20,000 | Farwell Museum and General Store | |||
| Spirit Series Inc | ||||||||||
| 91 Sea Spray Reach | Yarmouth | ME | 04096 | 203799463 | 501(c)(3) | $20,000 | SPIRIT SERIES At Home Initiative | |||
| Maine Media College | ||||||||||
| 70 Camden St | Rockport | ME | 04856 | 205933625 | 501(c)(3) | $20,000 | Serving a broader and more diverse community through Digital Resources. | |||
| Association Culturelle et Historique du Mont-Carmel | ||||||||||
| PO Box 150 | Lille | ME | 04746 | 222813830 | 501(c)(3) | $20,000 | La Vie Encore | $0 | ||
| Portland Community Squash | ||||||||||
| 66 Noyes Street | Portland | ME | 04103 | 462787590 | 501(c)(3) | $20,000 | Portland Community Squash 2021 Program Support Through COVID-19 | |||
| Boys & Girls Clubs of Kennebec Valley | ||||||||||
| 14 Pray Street | Gardiner | ME | 04345 | 600001275 | 501(c)(3) | $20,000 | Boys & Girls Club of Kennebec Valley (BGCKV) Makerspace with STEAM Programming | |||
| Saving Smiles of Maine | ||||||||||
| PO Box 119 | Windsor | ME | 04363 | 721592162 | 501(c)(3) | $20,000 | Saving Smiles for Miles Program - Teledentistry | 28 Smith Road Ste 1 | $0 | |
| Millay House Rockland | ||||||||||
| PO Box 831 | Rockland | ME | 04841 | 815364939 | 501(c)(3) | $20,000 | Rehabilitation of the interior of the Millay House Rockland, 198-200 Broadway | |||
| Whitefield Library | ||||||||||
| PO Box 5 | Whitefield | ME | 04353 | 825446750 | 501(c)(3) | $20,000 | Whitefield Library & Community Center Building Renovation Project | |||
| Rice Public Library | ||||||||||
| 8 Wentworth Street | Kittery | ME | 03904 | 010215686 | 501(c)(3) | $25,000 | Transforming the 19th Century Rice Building into a 21st Century Library: Community Room AV System | |||
| Opportunity Alliance | ||||||||||
| 50 Lydia Lane | South Portland | ME | 04106 | 010274725 | 501(c)(3) | $25,000 | Collective Action: Supporting Children's Social Emotional Learning and Mental Health | |||
| Coastal Maine Botanical Gardens Inc | ||||||||||
| 132 Botanical Gardens Drive | Boothbay | ME | 04537 | 010476545 | 501(c)(3) | $25,000 | The Great Story of the Little People and The Giant Trolls | |||
| University of Maine | ||||||||||
| 5703 Alumni Hall Ste 101 | Orono | ME | 044695703 | 016000769 | 501(c)(3) | $26,750 | UMaine Summer Bridge Pilot | |||
| Ecology Education Inc | ||||||||||
| 184 Simpson Rd | Saco | ME | 04072 | 010522241 | 501(c)(3) | $45,000 | Implementing Innovative AgroEcology and Human Ecology Curricula for Students at River Bend Farm | |||
| MRH Corp | ||||||||||
| 897 W Main St | Dover Foxcroft | ME | 04426 | 843689003 | 501(c)(3) | $45,237 | Piscataquis County Telehealth Expansion | DBA Northern Light Mayo Hospital | ||
| North Yarmouth Academy | ||||||||||
| 148 Main Street | Yarmouth | ME | 04096 | 010211536 | 501(c)(3) | $50,000 | STEM Education at NYA | |||
| Penobscot Bay Medical Center | ||||||||||
| 22 White Street | Rockland | ME | 04841 | 010238552 | 501(c)(3) | $50,000 | Emergency Department Renovation and Expansion Project at Pen Bay Medical Center | |||
| Unity College of Liberal Arts and Sciences | ||||||||||
| 90 Quaker Hill Road | Unity | ME | 04988 | 010275130 | 501(c)(3) | $50,000 | TERRAIN at Unity College | |||
| Spurwink Services | ||||||||||
| 901 Washington Ave Suite 100 | Portland | ME | 04103 | 010319802 | 501(c)(3) | $50,000 | Spurwink Project ECCO (Enhancing Care and Community Online) | |||
| Eastern Maine Healthcare Systems | ||||||||||
| 140 Academy Street | Presque Isle | ME | 04769 | 010372148 | 501(c)(3) | $50,000 | Improving access to care in rural northern Maine: Northern Light A.R. Gould Critical Care Ambulance | $0 | DBA Northern Light A R Gould Hospital | |
| Olympia Snowe Women's Leadership Institute | ||||||||||
| One Canal Plaza Ste 501 | Portland | ME | 04101 | 461398374 | 501(c)(3) | $50,000 | The Olympia Snowe Women's Leadership Institute's "My Values," "My Voice," and "My Vision" program. | |||
| Maine Behavioral Healthcare | ||||||||||
| 78 Atlantic Place | South Portland | ME | 04106 | 010238552 | 501(c)(3) | $75,000 | Transforming Access to Behavioral Healthcare for Maine Individuals with Autism and Developmental Disorders | |||
| Eastern Maine Community College | ||||||||||
| 354 Hogan Road | Bangor | ME | 04401 | 010416015 | Municipality | $75,000 | EMCC: A Student-First Approach to Responsive Education and Training in the Technical Skills | |||
| Jackson Laboratory | ||||||||||
| 600 Main Street | Bar Harbor | ME | 04609 | 010211513 | 501(c)(3) | $100,000 | Genome-wide CRISPR knockout screen to identify ecDNA dependencies. | |||
| Aroostook Mental Health Services Inc | ||||||||||
| 180 Academy Street Suite 3 | Presque Isle | ME | 04769 | 010276859 | 501(c)(3) | $100,000 | AMHC Expansion of Residential Adult Crisis Stabilization Services (ACSU) into Washington County | |||
| Foundation for Maine's Community Colleges | ||||||||||
| 54 Lighthouse Circle | South Portland | ME | 04106 | 271363414 | 501(c)(3) | $100,000 | Central Maine Community College Criminal Justice Simulation Center | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 81 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The Organization requires a completion report after one year. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yvonne B Mumme | PersonNm |
| Title | Chief Finance and Administrative Officer | TitleTxt |
| Base Compensation Filing Org | $48,449 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $3,879 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $3,881 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $56,209 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I | FormAndLineReferenceDesc |
| Explanation | Form 990, Part VII, Line 5 - Yvonne Mumme, Chief Finance and Administrative Officer for the Organization, receives compensation from Davis Educational Foundation, an unrelated organization, for services rendered to the filing organization. Yvonne's unrelated organization compensation was as follows: Salary - $48,449 and Benefits $3,881. These amounts are included in the amounts listed on Part II. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | Trustees Rebekah Bucci, David Bucci, and Colleen Bucci Liddy have a family relationship. |
| Form 990, Part VI, Section A, Line 8b | There are no committees with the authority to act on behalf of the governing body. |
| Form 990, Part VI, Section B, Line 11b | Prior to filing, the chief finance and administrative officer (CFAO) reviews the 990 in detail, comparing it to the foundation's financial statements and other records for accuracy, and comparing it to the prior year filing to make sure any large variances or changes to responses are accurate. Any questions or concerns are resolved with the independent CPA firm who reviewed the return. The CFAO provides a copy of the final draft to the board chair, highlighting any unusual items or changes from prior years. The board chair reviews the final draft just prior to filing to ensure responses are consistent with financial reporting, governance practices and activities of the foundation, resolving any questions with the CFAO. Additionally, the return is provided to the entire board for review prior to filing. |
| Form 990, Part VI, Section B, Line 12c | Possible conflicts of interest are discussed by the trustees and staff at each regularly scheduled meeting. Where a potential conflict does exist, the trustees will disclose to the board and the disclosure will be noted in the minutes. If a real conflict exists, the trustee will abstain from voting and this action will be disclosed in the minutes. |
| Form 990, Part VI, Section C, Line 19 | The organization makes its governing documents and conflict of interest policy available to the public upon request. The Organization publishes its financial statements in its annual report which is available to the public on its website. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Maine Medical Center | ||||||||||
| 22 Bramhall St | Portland | ME | 04102 | 010238552 | Acute Care Hospital | ME | 501(c)(3) | Line 3 | N/A | 0 |
| PORTLAND MAINE SYMPHONY ORCHESTRA | ||||||||||
| PO BOX 3573 | PORTLAND | ME | 041043573 | 016006058 | SYMPHONY ORCHESTRA | ME | 501(c)(3) | Line 7 | N/A | 0 |
| UNIVERSITY OF NEW ENGLAND | ||||||||||
| 11 HILLS BEACH RD | BIDDEFORD | ME | 04005 | 010211810 | UNIVERSITY | ME | 501(c)(3) | Line 2 | N/A | 0 |
| PORTLAND MUSEUM OF ART | ||||||||||
| 7 CONGRESS SQUARE | PORTLAND | ME | 04101 | 010378420 | EDUCATIONAL MUSEUM | ME | 501(c)(3) | Line 7 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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