KENNEBUNK SAVINGS BANK FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KENNEBUNK SAVINGS BANK FOUNDATION (EIN 01-0547392)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-14
- IRS object ID
- 202143189349100324
- 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
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-14T14:13:19-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010547392 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kennebunk Savings Bank Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Thomas Zuke | InCareOfNm |
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 2079854903 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 Main Street PO Box 28 | AddressLine1Txt |
| City | Kennebunk | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS ZUKE | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2079854903 | PhoneNum |
| Signature | 2021-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | ZUKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA I BELIK | PreparerPersonNm |
| PTIN | P01459740 | PTIN |
| Phone | 2076042159 | PhoneNum |
| Preparation | 2021-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,506,328 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $506,493 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $157 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $157 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $94,628 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,628 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,663 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $441,387 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,663 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $338 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $660,941 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $154,448 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $338 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,675 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,675 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $20,925 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,925 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,412 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $662 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $270 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $270 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $26,282 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,857 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,675 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $538,697 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $538,697 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $564,979 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,857 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $542,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,962 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $132,591 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $338 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $97,228 | CashBOYAmt |
| Cash EOY | $44,106 | CashEOYAmt |
| Cash EOYFMV | $44,106 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $928,513 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,256,380 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,280,054 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $1,550,567 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,475,675 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,286,050 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $963,888 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $860,458 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $896,118 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,540,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,636,619 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,506,328 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,540,196 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,636,619 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,540,196 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,636,619 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,540,196 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,636,619 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,540,196 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,962 | ExcessRevenueOverExpensesAmt |
| Other Increases | $461 | OtherIncreasesAmt |
| Subtotal | $3,636,619 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,636,619 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,663 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $338 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,843 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,843 | SubtotalAmt |
| Tax Based On Investment Income | $1,843 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,394 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,094 | TotalPaymentsAndCreditsAmt |
| Overpayment | $251 | OverpaymentAmt |
| Applied To ES Tax | $251 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.kennebunksavings.com/about/community-promise/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas Zuke | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2079854903 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Alewive Park Road | AddressLine1Txt |
| City | Kennebunk | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BRADFORD C PAIGE | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | PresidentDirector | 0.500 | $0 |
| DENNIS BYRD | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Exec VP | 0.500 | $0 |
| THOMAS ZUKE | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Treasurer | 0.500 | $0 |
| MAUREEN FLAHERTY | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Senior VP | 0.500 | $0 |
| ALAN BROWN | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | VP | 2.000 | $0 |
| PATRICIA WHEELER | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Clerk | 0.500 | $0 |
| JAMES J KEATING III | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Director | 0.500 | $0 |
| GEOFFREY TITHERINGTON | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Director | 0.500 | $0 |
| STEPHEN A MORRIS | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Director | 0.500 | $0 |
| MILDA CASTNER | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Director | 0.500 | $0 |
| MATTHEW CHASE | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Director | 0.500 | $0 |
| LORI A HOWELL | ||||||
| 7 Alewive Road | Kennebunk | ME | 04043 | Director | 0.500 | $0 |
| DOUGLAS STOCKBRIDGE | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Director | 0.500 | $0 |
| STEPHEN H ROBERTS | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Director | 0.500 | $0 |
| PAUL H GURNEY JR | ||||||
| 7 Alewive Park Road | Kennebunk | ME | 04043 | Director | 0.500 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,220,048 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $649,966 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,870,014 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,870,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,050 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,796,964 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $239,848 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $239,848 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,843 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,843 | TotalTaxAmt |
| Distributable Before Adj | $238,005 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $238,005 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $238,005 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $542,372 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $542,372 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $542,372 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $238,005 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $78,594 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $246,077 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $149,052 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $271,950 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $323,005 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,068,678 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $542,372 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $238,005 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $304,367 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,373,045 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $78,594 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,294,451 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $246,077 | ExcessFromYear4Amt |
| Excess From Year3 | $149,052 | ExcessFromYear3Amt |
| Excess From Year2 | $271,950 | ExcessFromYear2Amt |
| Excess From Year1 | $323,005 | ExcessFromYear1Amt |
| Excess From Current Year | $304,367 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALAN BROWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 Main Street PO Box 28 | AddressLine1Txt |
| City | Kennebunk | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2079854903 | RecipientPhoneNum |
| Recipient Email Address | www.kennebunksavings.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Online application instructions wwwkennebunksavingscom | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Accepted on a rolling basis | SubmissionDeadlinesTxt |
| Restrictions On Awards | See eligibility criteria at wwwkennebunksavingscom | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Animal Welfare Society Inc | ||||||
| PO Box 43 | West Kennebunk | ME | 04094 | PC | Renovation Capital Campaign | $25,000 |
| William Fogg Library | ||||||
| PO Box 359 | Eliot | ME | 03903 | PC | Library Expansion Project | $25,000 |
| Rice Public Library | ||||||
| 8 Wentworth Street | Kittery | ME | 03904 | PC | Library Expansion Project | $25,000 |
| Habitat for Humanity | ||||||
| PO Box 267 | Kennebunk | ME | 04043 | PC | weatherization Aging in Place | $10,000 |
| Biddeford High School | ||||||
| 20 Maplewood Avenue | Biddeford | ME | 04005 | PC | Senior scholarship | $1,000 |
| Dover High School | ||||||
| 25 Alumni Drive | Dover | NH | 03820 | PC | Senior scholarship | $1,000 |
| Kennebunk High School | ||||||
| 89 Fletcher Street | Kennebunk | ME | 04043 | PC | Senior scholarship | $1,000 |
| Marshwood High School | ||||||
| 260 Dow Highway | South Berwick | ME | 03908 | PC | Senior scholarship | $1,000 |
| Noble High School | ||||||
| 100 Noble Way | North Berwick | ME | 03906 | PC | Senior scholarship | $1,000 |
| Portsmouth High School | ||||||
| 50 Andrew Jarvis Drive | Portsmouth | NH | 03801 | PC | Senior scholarship | $1,000 |
| Sanford High School | ||||||
| 100 Alumni Boulevard | Sanford | ME | 04073 | PC | Senior scholarship | $1,000 |
| Robert W Traip Academy | ||||||
| 12 Williams Ave | Kittery | ME | 03904 | PC | Senior scholarship | $1,000 |
| Wells High School | ||||||
| 200 Sanford Road | Wells | ME | 04090 | PC | Senior scholarship | $1,000 |
| Winnacunnet High School | ||||||
| 1 Alumni Drive | Hampton | NH | 03842 | PC | Senior scholarship | $1,000 |
| York High School | ||||||
| 1 Robert Stevens Drive | York | ME | 03909 | PC | Senior scholarship | $1,000 |
| Center for Wildlife | ||||||
| 375 Mountain Road | Cape Neddick | ME | 03902 | PC | Capital campaign | $25,000 |
| York Land Trust | ||||||
| 1 Long Neck Marsh Road | York | ME | 03909 | PC | Clough Fields Project | $25,000 |
| Center for Wildlife | ||||||
| 375 Mountain Road | Cape Neddick | ME | 03902 | PC | Hugs from Henry Senior Program | $5,000 |
| United Way of the Greater Seacoast | ||||||
| PO Box 4113 | Portsmouth | NH | 03802 | PC | Employee match | $3,746 |
| United Way of York County | ||||||
| PO Box 727 | Kennebunk | ME | 04043 | PC | Employee match | $54,044 |
| Maine Recovery Fund | ||||||
| 494 Forest Avenue | Portland | ME | 04101 | PC | Barrier Reduction in York County | $15,000 |
| Pinetree Institute | ||||||
| 206 Old Road | Eliot | ME | 03903 | PC | ACEs Master Trainer Program | $25,000 |
| Caring Unlimited | ||||||
| PO Box 590 | Sanford | ME | 04073 | PC | Covid19 Response Services | $5,000 |
| Community Action Partnership of Strafford County | ||||||
| 577 Central Avenue 10 | Dover | NH | 03820 | PC | Covid19 Response Services | $5,000 |
| Community Action Partnership of Strafford County | ||||||
| 577 Central Ave 10 | Dover | NH | 03820 | PC | Open Doors Capital Campaign | $25,000 |
| Step Up Parents | ||||||
| PO Box 1603 | Portsmouth | NH | 03801 | PC | Support for Infrastructure Fundraising | $5,000 |
| Triangle Club | ||||||
| 120 Broadway | Dover | NH | 03820 | PC | Support for Marketing Fundraising | $5,000 |
| United Way of the Greater Seacoast | ||||||
| PO Box 4113 | Portsmouth | NH | 03802 | PC | Covid19 Response Fund | $5,000 |
| United Way of York County | ||||||
| PO Box 727 | Kennebunk | ME | 04043 | PC | Covid19 Response Fund | $5,000 |
| YMCA of Southern Maine | ||||||
| 3 Pomerleau Street | Biddeford | ME | 04005 | PC | Emergency Senior Support | $5,000 |
| University of New Hampshire Foundation | ||||||
| 9 Edgewood Road | Durham | NH | 03824 | PC | Northeast Passage Ride On | $36,142 |
| Hope on Haven Hill | ||||||
| 158 US Rte 1 | Somersworth | NH | 03878 | PC | CTS Provider Van | $10,000 |
| Carlisle Charitable Foundation | ||||||
| 65 Drown Lane | Lyman | ME | 04002 | PC | Healthcare Worker Retreats | $4,800 |
| Haven Violence Prevention | ||||||
| 20 INternational Drive | Portsmouth | NH | 03801 | PC | Covid19 Response | $5,000 |
| Sanford Springvale YMCA | ||||||
| 1 Emile Levasseur Drive | Sanford | ME | 04073 | PC | Covid19 Senior Support | $5,000 |
| Sanford Spingvale YMCA | ||||||
| 1 Emile Levasseur Drive | Sanford | ME | 04073 | PC | Trafton Center Rides Program | $10,000 |
| Town of Kennebunk | ||||||
| 1 Summer Street | Kennebunk | ME | 04043 | GOV | Kennebunk Area Coordinated Response | $5,000 |
| Greater Seacoast Community Health | ||||||
| 311 Rte 108 | Somersworth | NH | 03878 | PC | SOS Transportation Program | $5,000 |
| Hospice of Southern Maine | ||||||
| 390 US Route 1 | Scarborough | ME | 04074 | PC | Covid19 Response | $15,000 |
| Southern Maine Agency on Aging | ||||||
| 136 US Rte 1 | Scarborough | ME | 04074 | PC | A Better Day Capital Campaign | $25,000 |
| Avesta Housing | ||||||
| 307 Cumberland Avenue | Portland | ME | 04101 | PC | Capital Campaign | $25,000 |
| The Opportunity Alliance | ||||||
| 50 Lydia Lane | South Portland | ME | 04106 | PC | Senior Volunteer Programs | $13,000 |
| Good Shepard Food Bank | ||||||
| PO Box 1807 | Auburn | ME | 04211 | PC | York County Senior Food Mobile Farm Share Program | $22,000 |
| Hospice Help Foundation | ||||||
| 155 Fleet Street | Portsmouth | NH | 03801 | PC | LowIncome Hospice Patient Support | $5,000 |
| Maine Healthcare at Home | ||||||
| 15 Industrial Park Road | Saco | ME | 04072 | PC | Telehealth solutions | $16,800 |
| Age Friendly Saco | ||||||
| 19 Evergreen Drive | Saco | ME | 04072 | PC | Thanksgiving Meals Project | $1,000 |
| Chase Home for Children | ||||||
| PO Box 810 | Portsmouth | NH | 03801 | PC | Seacoast Community Diversion Program | $5,000 |
| Sober Sisters Recovery | ||||||
| PO Box 810 | Somersworth | NH | 03878 | PC | Malley Farm Structural Repairs | $5,000 |
| York Senior Housing Inc | ||||||
| 4 Pine Grove Lane | York | ME | 03909 | PC | Baldwin Cafe Community Space | $2,165 |
| York Hospital | ||||||
| 15 Hospital Drive | York | ME | 03909 | PC | House Calls Program | $14,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $538,697 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Avesta Housing | ||||||
| 307 Cumberland Avenue | Portland | ME | 04101 | PC | Capital Campaign | $25,000 |
| Rice Public Library | ||||||
| 8 Wentworth Street | Kittery | ME | 03904 | PC | Library Expansion Project | $25,000 |
| William Fogg Library | ||||||
| PO Box 359 | Eliot | ME | 03903 | PC | Library Expansion Project | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $75,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $157 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,628 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,663 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $154,448 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154,448 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kennebunk Savings Bank | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 Main Street PO Box 28 | AddressLine1Txt |
| City | Kennebunk | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $506,493 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $441,387 | GrossSalesPriceAmt |
| Total Net | $441,387 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50000 Wells Fargo | $50,007 | $50,045 |
| 50000 National Rural Utility Corp | $50,001 | $50,245 |
| 50000 Glaxosmithkline | $50,260 | $51,688 |
| 50000 Starbucks | $50,561 | $51,473 |
| 50000 JP Morgan Chase | $50,092 | $52,531 |
| 50000 Home Depot | $50,821 | $52,440 |
| 50000 Oracle Corp | $50,189 | $52,531 |
| 50000 Honeywell Intl | $51,198 | $54,454 |
| 100000 IBM Corp | $102,677 | $109,507 |
| 1600 Vanguard Intermediate | $144,701 | $155,424 |
| 2000 Vanguard Short Term | $160,155 | $166,500 |
| 800 Vanguard ShortTerm | $49,796 | $49,280 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 825 Nestle | $48,940 | $97,185 |
| 750 PepsiCo | $44,319 | $111,225 |
| 825 Proctor Gamble | $46,053 | $114,791 |
| 1450 Unilever | $46,034 | $87,522 |
| 750 WalMart | $52,308 | $108,113 |
| 300 Bristol Meyers Squibb | $18,350 | $18,609 |
| 700 CVS | $48,996 | $47,810 |
| 550 Danaher Corp | $12,671 | $122,177 |
| 1000 Dentsply Sirona | $29,580 | $52,360 |
| 1000 Medtronic | $76,950 | $117,140 |
| 1300 NovoNordisk | $13,729 | $90,805 |
| 1350 Roche Hldg Ltd | $49,581 | $59,184 |
| 400 Waters | $18,228 | $98,968 |
| 425 3M | $37,003 | $74,286 |
| 300 Carrier Global | $7,183 | $11,316 |
| 1100 Emerson Electric | $51,455 | $88,407 |
| 325 Fortive | $3,973 | $23,017 |
| 200 Honeywell | $29,108 | $42,540 |
| 150 Otis Worldwide | $10,046 | $10,133 |
| 725 UPS | $60,681 | $122,090 |
| 325 Ecolab | $37,080 | $70,317 |
| 500 Linde | $81,725 | $131,755 |
| 500 Accenture | $28,760 | $130,605 |
| 1500 Cisco Systems | $30,197 | $67,125 |
| 900 Fiserv | $12,346 | $102,474 |
| 400 Intuit | $25,124 | $151,940 |
| 600 Microsoft | $17,684 | $133,452 |
| 1000 Oracle | $32,541 | $64,690 |
| 800 Texas Instruments | $28,037 | $131,304 |
| 1800 Kinder Morgan | $29,886 | $24,606 |
| 750 American Express | $40,477 | $90,683 |
| 750 JP Morgan Chase | $69,730 | $95,303 |
| 3000 Vanguard FTSE | $124,928 | $150,330 |
| 1800 iShares MSCI | $133,117 | $131,328 |
| 3400 iShares SP Small Cap | $78,855 | $312,460 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax PreparationConsult | CategoryTxt |
| Legal Fees | $3,675 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,675 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR Passthru Fees | Desc |
| Revenue And Expenses Per Books | $270 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $270 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Basis adjustment spinoff | Desc |
| Amt | $461 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fee | CategoryTxt |
| Amt | $20,925 | Amt |
| Net Investment Income | $20,925 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Section 4940 Tax | $750 | |
| Foreign Taxes Paid | $662 | $662 |
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