FORE RIVER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FORE RIVER FOUNDATION (EIN 01-0421912)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-03-24
- IRS object ID
- 202000849349100005
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-24T08:38:54-07:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832615240 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kremer & Company LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 Commercial Street Suite 305 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010421912 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fore River Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORE | BusinessNameControlTxt |
| Phone | 2077726404 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7525 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter W Quesada | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-03-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven E Kremer CPA | PreparerPersonNm |
| PTIN | P00232676 | PTIN |
| Phone | 2078747700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $5,675,216 | 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 | $432,866 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,806 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,806 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $123,090 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,090 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $217,517 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,009,010 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $217,517 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $783,279 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $350,413 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $210 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $105 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $105 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,005 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,003 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,002 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,389 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,389 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $19,604 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,497 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,107 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,421,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,421,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,441,104 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,497 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,422,607 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$657,825 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $333,916 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $777,399 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $472,421 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $472,421 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,206,991 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,854,144 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,202,795 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,984,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,326,565 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,675,216 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,984,390 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,326,565 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,984,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,326,565 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,984,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,326,565 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,984,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$657,825 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,326,565 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,326,565 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Spinnaker Trust capital gains/losses | P | 2001-01-01 | 2019-11-30 | $1,782 | $1,782 | $1,782 | |
| Spinnaker Trust capital gains/losses | P | 2001-01-01 | 2019-11-30 | $2,256,747 | $163,967 | $163,967 | $2,092,780 |
| Spinnaker Trust Segregated account | P | 2001-01-01 | 2019-11-30 | $750,481 | $51,768 | $51,768 | $698,713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $217,517 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $882,789 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,145,366 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.14365 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,061,384 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,905,516 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.21637 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $586,978 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,979,334 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.11788 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $553,215 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,236,460 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.10565 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $524,821 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,351,017 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.09808 | DistributionYr5Rt |
| Total Distribution | 0.681625 | TotalDistributionRt |
| Average Distribution | 0.136325 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,803,205 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $791,122 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,339 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $794,461 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,422,607 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,339 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,339 | SubtotalAmt |
| Tax Based On Investment Income | $3,339 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,949 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,949 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,610 | OverpaymentAmt |
| Applied To ES Tax | $1,610 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fore River Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2077726404 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7525 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041127525 | 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 | false | 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Peter W Quesada | ||||||
| PO Box 7525 | Portland | ME | 04112 | VP/Treasurer | 0.50 | $0 |
| T Ricardo Quesada | ||||||
| PO Box 7525 | Portland | ME | 04112 | Pres/Dir | 1.00 | $0 |
| Strand O Quesada | ||||||
| PO Box 7525 | Portland | ME | 04112 | V.P./Dir | 2.50 | $0 |
| Dennis C Keeler | ||||||
| One Monument Square | Portland | ME | 04101 | Secretary | 0.00 | $0 |
| Anthony C Quesada | ||||||
| PO Box 7525 | Portland | ME | 04112 | Director | 0.50 | $0 |
| Emily P Quesada | ||||||
| PO Box 7525 | Portland | ME | 04112 | Director | 0.50 | $0 |
| Charlotte R Quesada | ||||||
| PO Box 7525 | Portland | ME | 04112 | Director | 0.50 | $0 |
| Kate Davis Baxter | ||||||
| PO Box 7525 | Portland | ME | 04112 | Director | 0.50 | $0 |
| Eliza Wright Baxter | ||||||
| PO Box 7525 | Portland | ME | 04112 | Director | 0.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,266,669 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $624,910 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,891,579 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,891,579 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,803,205 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $290,160 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $290,160 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,339 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,339 | TotalTaxAmt |
| Distributable Before Adj | $286,821 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $286,821 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $286,821 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,422,607 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,422,607 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,339 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,419,268 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $286,821 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $266,360 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $301,446 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $346,063 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $831,590 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $585,223 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,330,682 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,422,607 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $286,821 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,135,786 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,466,468 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $266,360 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,200,108 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $301,446 | ExcessFromYear4Amt |
| Excess From Year3 | $346,063 | ExcessFromYear3Amt |
| Excess From Year2 | $831,590 | ExcessFromYear2Amt |
| Excess From Year1 | $585,223 | ExcessFromYear1Amt |
| Excess From Current Year | $1,135,786 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | T Ricardo Quesada | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Topsham Public Library | |||||||
| 25 Foreside Road | Topsham | ME | 04086 | None | Public | Unrestricted | $2,000 |
| The Nature Conservancy | |||||||
| 14 Maine Street Suite 401 | Brunswick | ME | 04011 | None | Public | Unrestricted | $10,000 |
| St Timothy's School | |||||||
| 8400 Greenspring Avenue | Stevenson | MD | 21153 | None | Public | Unrestricted | $50,000 |
| St Mark's School | |||||||
| 25 Marlboro Road | Southborough | MA | 01772 | None | Public | Unrestricted | $15,000 |
| South Freeport Church | |||||||
| P O Box 46 | South Freeport | ME | 04078 | None | Public | Unrestricted | $3,500 |
| Planned Parenthood of South Florida | |||||||
| 2300 N Florida Mango Road | West Palm Beach | FL | 33409 | None | Public | Unrestricted | $2,500 |
| Pejepscot Historical Society | |||||||
| 159 Park Row | Brunswick | ME | 04011 | None | Public | Unrestricted | $2,000 |
| Ordway Center for the Performing Ar | |||||||
| 345 Washington Street | Saint Paul | MN | 55102 | None | Public | Unrestricted | $30,000 |
| North Yarmouth Academy | |||||||
| 148 Main Street | Yarmouth | ME | 04096 | None | Public | Unrestricted | $10,000 |
| Mount Desert Land Garden Preserve | |||||||
| P O Box 208 | Seal Harbor | ME | 04675 | None | Public | Unrestricted | $10,000 |
| Maine Tree Foundation | |||||||
| P O Box 5470 | Augusta | ME | 04332 | None | Public | Unrestricted | $1,500 |
| Maine Public Broadcasting Network | |||||||
| 1450 Lisbon Street | Lewiston | ME | 04240 | None | Public | Unrestricted | $1,500 |
| Maine Preservation | |||||||
| 233 West Main Street | Yarmouth | ME | 04096 | None | Public | Unrestricted | $8,000 |
| Maine Maritime Museum | |||||||
| 243 Washington Street | Bath | ME | 04530 | None | Public | Unrestricted | $2,000 |
| Maine Coast Heritage Trust | |||||||
| 1 Bowdoin Mill Island Suite 201 | Topsham | ME | 04086 | None | Public | Unrestricted | $36,000 |
| Jupiter Island Medical Clinic | |||||||
| 100 Estrada Square | Hobe Sound | FL | 33455 | None | Public | Unrestricted | $2,500 |
| Junior Achievement of Maine | |||||||
| 82 Elm Street | Portland | ME | 04101 | None | Public | Unrestricted | $6,000 |
| Gulf of Maine Research Center | |||||||
| 350 Commercial Street | Portland | ME | 04101 | None | Public | Unrestricted | $25,000 |
| Guardians of Martin County | |||||||
| P O Box 1489 | Hobe Sound | FL | 33475 | None | Public | Unrestricted | $5,000 |
| Grow Smart Maine | |||||||
| 415 Congress Street Suite 204 | Portland | ME | 04101 | None | Public | Unrestricted | $25,000 |
| Grand Teton National Park Foundatio | |||||||
| P O Box 249 | Moose | WY | 83012 | None | Public | Unrestricted | $1,000 |
| Friends of Peary's Eagle Island | |||||||
| P O Box 70 | Bailey Island | ME | 04003 | None | Public | Unrestricted | $500 |
| Friends of Acadia | |||||||
| 43 Cottage Street | Bar Harbor | ME | 04609 | None | Public | Unrestricted | $11,000 |
| Freeport Community Services | |||||||
| P O Box 119 | Freeport | ME | 04032 | None | Public | Unrestricted | $2,500 |
| Freeport Community Library | |||||||
| 10 Library Drive | Freeport | ME | 04032 | None | Public | Unrestricted | $2,000 |
| Curtis Memorial Library | |||||||
| 23 Pleasant Street | Brunswick | ME | 04011 | None | Public | Unrestricted | $1,000 |
| Christ Memorial Chapel | |||||||
| 52 South Beach Road | Hobe Sound | FL | 33455 | None | Public | Unrestricted | $1,500 |
| Bar Harbor Historical Society | |||||||
| 33 Ledgelawn Avenue | Bar Harbor | ME | 04609 | None | Public | Unrestricted | $2,000 |
| 1000 Friends of Florida | |||||||
| P O Box 5948 | Tallahassee | FL | 32314 | None | Public | Unrestricted | $5,000 |
| Harvard College Fund | |||||||
| 124 Mount Auburn Street | Cambridge | MA | 02138 | None | Public | Unrestricted | $50,000 |
| Island Readers and Writers | |||||||
| PO Box 227 | Mount Desert | ME | 04660 | None | Public | Unrestricted | $500 |
| Mount Desert Island YMCA | |||||||
| 21 Park Street | Mount Desert | ME | 04609 | None | Public | Unrestricted | $500 |
| Nature Bridge | |||||||
| 25 Geary Street | San Francisco | CA | 94108 | None | Public | Unrestricted | $10,000 |
| Northeast Harbor Library | |||||||
| PO Box 279 | Norteast Harbor | ME | 04662 | None | Public | Unrestricted | $500 |
| Point Reyes National Seashore Ass | |||||||
| 1 Bear Valley Road | Point Reyes Station | CA | 94956 | None | Public | Unrestricted | $1,000 |
| Maine Family Planning | |||||||
| PO Box 587 | Augusta | ME | 04332 | None | Public | Unrestricted | $55,000 |
| Community Foundation of Jackson Hol | |||||||
| PO Box 574 | Jackson | WY | 83001 | None | Public | Unrestricted | $1,000 |
| Holton-Arms School | |||||||
| 7303 River Road | Bethesda | MD | 20817 | None | Public | Unrestricted | $1,000 |
| Univeristy of Maine | |||||||
| 5713 Chadbourne Hall | Orono | ME | 04469 | None | Public | Unrestricted | $50,000 |
| Mount Desert Island Historical Soci | |||||||
| PO Box 653 | Mount Desert | ME | 04660 | None | Public | Unrestricted | $1,500 |
| Marin Agricultural Land Trust | |||||||
| 145 A Street | Point Reyes Station | CA | 94956 | None | Public | Unrestricted | $1,000 |
| Army War College Foundation | |||||||
| 122 Forbes Avenue | Carlisle | PA | 17013 | None | Public | Unrestricted | $1,000 |
| Brigham and Women's Hospital | |||||||
| 75 Francis Street | Boston | MA | 02115 | None | Public | Unrestricted | $25,000 |
| Tufts University | |||||||
| 419 Boston Avenue | Medford | MA | 02155 | None | Public | Unrestricted | $25,000 |
| Boys and Girls Club of Martin Count | |||||||
| 11500 SE Lares Ave | Hobe Sound | FL | 33475 | None | Public | Unrestricted | $5,000 |
| Hobe Sound Community Chest | |||||||
| PO Box 511 | Hobe Sound | FL | 33475 | None | Public | Unrestricted | $2,500 |
| Hobe Sound Early Learning Center | |||||||
| 11580 SE Gomez Avenue | Hobe Sound | FL | 33455 | None | Public | Unrestricted | $1,500 |
| Jupiter Island Historical Society | |||||||
| PO Box 398 | Hobe Sound | FL | 33475 | None | Public | Unrestricted | $1,000 |
| YMCA of Southern Maine | |||||||
| 70 Forest Avenue | Portland | ME | 04101 | None | Public | Unrestricted | $1,500 |
| College of the Atlantic | |||||||
| 105 Eden Street | Bar Harbor | ME | 04609 | None | Public | Unrestricted | $1,000 |
| ACLU of Maine Foundatiom | |||||||
| 121 Middle Street Suite 200 | Portland | ME | 04101 | None | Public | Unrestricted | $70,000 |
| Planned Parenthood of Northern New | |||||||
| 784 Hercules Dr Suite 110 | Colchester | VT | 05446 | None | Public | Unrestricted | $2,500 |
| Pulitzer Center on Crisis Reporting | |||||||
| 1779 Massachusetts Avenue | Washington | DC | 20036 | None | Public | Unrestricted | $20,000 |
| Friends of Cedar Mesa | |||||||
| 300 E Main St | Bluff | UT | 84512 | None | Public | Unrestricted | $5,000 |
| The Dunbar Center | |||||||
| 12100 SE Lantana Avenue | Hobe Sound | FL | 33455 | None | Public | Unrestricted | $5,000 |
| The Everglades Foundation | |||||||
| 18001 Old Cutler Road Suite 625 | Palmetto Bay | FL | 33157 | None | Public | Unrestricted | $5,000 |
| ArtWaves | |||||||
| 1345-A State Highway 102 | Bar Harbor | ME | 04609 | None | Public | Unrestricted | $1,000 |
| Florida Public Broadcasting | |||||||
| PO Box 1691 | St Petersburg | FL | 33731 | None | Public | Unrestricted | $1,500 |
| Scholarships for Maine Immigrants | |||||||
| PO Box 281 | Portland | ME | 04112 | None | Public | Unrestricted | $1,000 |
| Maine Gun Safety Coalition | |||||||
| PO Box 92 | Portland | ME | 04112 | None | Public | Unrestricted | $3,000 |
| Seeds of Peace | |||||||
| 370 Lexington Avenue | New York | NY | 10017 | None | Public | Unrestricted | $45,000 |
| Center for Science in the Public In | |||||||
| 1220 L St NW | Washington | DC | 20005 | None | Public | Unrestricted | $80,000 |
| Earthjustice | |||||||
| 50 California Street | San Francisco | CA | 94111 | None | Public | Unrestricted | $90,000 |
| Trust for Public Land | |||||||
| 101 Montgomery Street | San Francisco | CA | 94104 | None | Public | Unrestricted | $230,000 |
| Brennan Center | |||||||
| 120 Broadway | New York | NY | 10271 | None | Public | Unrestricted | $175,000 |
| Center for Public Integrity | |||||||
| 910 17th Street NW | Washington | DC | 20006 | None | Public | Unrestricted | $20,000 |
| Utah Recycling | |||||||
| PO Box 682998 | Park City | UT | 84068 | None | Public | Unrestricted | $1,000 |
| Eats Park City | |||||||
| PO Box 682896 | Park City | UT | 84068 | None | Public | Unrestricted | $2,500 |
| Mountain Trails Foundation | |||||||
| PO Box 754 | Park City | UT | 84060 | None | Public | Unrestricted | $2,500 |
| Planned Parenthood | |||||||
| 123 William Street | New York | NY | 10038 | None | Public | Unrestricted | $10,000 |
| American Red Cross | |||||||
| 431 18th Street NW | Washington | DC | 20006 | None | Public | Unresticted | $4,000 |
| Center for Reproductive Rights | |||||||
| 199 Water Street | New York | NY | 10038 | None | Public | Unrestricted | $60,000 |
| Cure Alzheimer's Fund | |||||||
| 34 Washington St Suite 310 | Wellesley Hills | MA | 02481 | None | Public | Unrestricted | $10,000 |
| Guttmacher Institute | |||||||
| 125 Maiden Lane | New York | NY | 10038 | None | Public | Unrestricted | $25,000 |
| Climb Wyoming | |||||||
| 1001 West 31st Street | Cheyenne | WY | 82001 | None | Public | Unrestricted | $20,000 |
| Dance Palace Community Centerr | |||||||
| PO Box 217 | Point Reyes Station | CA | 94956 | None | Public | Unrestricted | $1,000 |
| Envirormental Action Committee | |||||||
| 65 Third Street Suite 14 | Point Reyes Station | CA | 94956 | None | Public | Unrestricted | $500 |
| Grandmothers for Reproductive Right | |||||||
| PO Box 950 | Bath | ME | 04530 | None | Public | Unrestricted | $500 |
| Land and Garden Preserve | |||||||
| PO Box 208 | Seal Harbor | ME | 04675 | None | Public | Unrestricted | $20,000 |
| Osher Marin JCC | |||||||
| 200 N San Pedro Road | San Rafeal | CA | 94903 | None | Public | Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,421,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,806 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,090 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $217,517 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $350,413 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $350,413 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Quesada Family 2011 CLAT | ||||||
| 1 | PO Box 7525 | Portland | ME | 04112 | $179,971 | Yes (X) |
| Quesada Family 2015 CLAT | ||||||
| 2 | PO Box 7525 | Portland | ME | 04112 | $252,895 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax preparation/annual fee service | CategoryTxt |
| Amt | $2,005 | Amt |
| Net Investment Income | $1,003 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,002 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Annual legal fees | CategoryTxt |
| Legal Fees | $210 | LegalFeesAmt |
| Net Investment Income | $105 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $105 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management | CategoryTxt |
| Amt | $15,389 | Amt |
| Net Investment Income | $15,389 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 11/30/19 Federal estimates | CategoryTxt |
| Amt | $2,000 | Amt |
Comments