FISHER CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FISHER CHARITABLE FOUNDATION (EIN 01-0512082)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-30
- IRS object ID
- 202011829349100516
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- 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 | 2020-06-30T12:50:24-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 CASCO STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010512082 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISHER CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FISH | BusinessNameControlTxt |
| Phone | 2072531568 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 17513 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OWEN W WELLS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2072531568 | PhoneNum |
| Signature | 2020-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN W DAWSON | PreparerPersonNm |
| PTIN | P01515981 | PTIN |
| Phone | 2073527600 | PhoneNum |
| Preparation | 2020-06-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $6,874,629 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $114,932 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,932 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $257,314 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $697,271 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $439,957 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $372,277 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $554,920 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $84,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $63,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $310 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $78 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $232 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,006 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,506 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,268 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $5,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,250 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,750 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,039 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,260 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,779 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $430 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $108 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $322 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,902 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,484 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,418 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $145,755 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,386 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $84,101 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $577,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $577,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $722,755 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,386 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $661,101 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$350,478 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $495,534 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $469,900 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $402,449 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $402,449 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $196,754 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $196,754 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $199,789 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,825,979 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,705,003 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,229,503 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $543,006 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $493,782 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $505,723 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,189,437 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,077,291 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,537,165 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,225,076 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,875,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,874,629 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $66 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $66 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,225,076 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,875,213 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,225,076 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,875,213 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,225,076 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,875,279 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,225,076 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$350,478 | ExcessRevenueOverExpensesAmt |
| Other Increases | $615 | OtherIncreasesAmt |
| Subtotal | $3,875,213 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,875,213 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICALLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $697,271 | GrossSalesPriceAmt |
| Cost Or Other Basis | $257,314 | CostOrOtherBasisAmt |
| Gain Or Loss | $439,957 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $439,957 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $439,957 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $603,355 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,412,923 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.094084 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $543,459 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,268,405 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086698 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $536,182 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,947,729 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090149 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $571,318 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,408,403 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.089151 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $472,094 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,659,937 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070886 | DistributionYr5Rt |
| Total Distribution | 0.430968 | TotalDistributionRt |
| Average Distribution | 0.086194 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,266,346 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $540,121 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,955 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $545,076 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $661,101 | 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 | $4,955 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,955 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,955 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,555 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JENNIFER COOK | IndividualWithBooksNm |
| Phone | 2072531568 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 17513 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALEXSANDRA FISHER COLES | ||||||||
| PO BOX 17513 | PORTLAND | ME | 04112 | TRUSTEE/PRESIDENT | 1.00 | $14,000 | $0 | $0 |
| OWEN W WELLS | ||||||||
| PO BOX 17513 | PORTLAND | ME | 04112 | TRUSTEE/CLERK | 1.00 | $14,000 | $0 | $0 |
| MEG BAXTER | ||||||||
| PO BOX 17513 | PORTLAND | ME | 04112 | TRUSTEE | 1.00 | $14,000 | $0 | $0 |
| HENRY L P SCHMELZER | ||||||||
| PO BOX 17513 | PORTLAND | ME | 04112 | TRUSTEE | 1.00 | $14,000 | $0 | $0 |
| CRAIG N DENEKAS | ||||||||
| PO BOX 17513 | PORTLAND | ME | 04112 | TRUSTEE | 1.00 | $14,000 | $0 | $0 |
| ARIE FISHER COLES | ||||||||
| PO BOX 17513 | PORTLAND | ME | 04112 | TRUSTEE | 1.00 | $14,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,240,391 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $121,382 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,361,773 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,361,773 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,427 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,266,346 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $313,317 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $313,317 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,955 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,955 | TotalTaxAmt |
| Distributable Before Adj | $308,362 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $308,362 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $308,362 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $661,101 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $661,101 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,955 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $656,146 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $308,362 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $153,191 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $254,702 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $245,966 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $234,547 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $287,245 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,175,651 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $661,101 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $308,362 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $352,739 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,528,390 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $153,191 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,375,199 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $254,702 | ExcessFromYear4Amt |
| Excess From Year3 | $245,966 | ExcessFromYear3Amt |
| Excess From Year2 | $234,547 | ExcessFromYear2Amt |
| Excess From Year1 | $287,245 | ExcessFromYear1Amt |
| Excess From Current Year | $352,739 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | OWEN W WELLS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 17513 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2072531568 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MAY BE OBTAINED BY CALLING THE FOUNDATION AT (207) 253-1568 OR VIA EMAIL: JENNIFER@FISHERCHARITABLEFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 15, MAY 15, AUGUST 15, NOVEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION GENERALLY LIMITS ITS GRANTS TO CHARITABLE ORGANIZATIONS, ACTIVITIES, OPERATIONS OR PURPOSES WHICH TAKE PLACE WITHIN THE STATE OF MAINE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 317 MAIN COMMUNITY MUSIC CENTER | ||||||
| 317 MAIN STREET | YARMOUTH | ME | 04096 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| ABBE MUSEUM | ||||||
| PO BOX 286 | BAR HARBOR | ME | 04609 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| AMISTAD | ||||||
| 66 STATE STREET 1ST FLOOR | PORTLAND | ME | 04101 | PUBLIC | FURNISH AND EQUIP THEIR ADMINISTRATIVE OFFICES | $5,000 |
| AROOSTOOK ASPIRATIONS INITIATIVE | ||||||
| 26 NORTH STREET BOX 138 | PRESQUE ISLE | ME | 04769 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| BANGOR SYMPHONY ORCHESTRA | ||||||
| PO BOX 1441 | BANGOR | ME | 044021441 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| BAY CHAMBER CONCERTS | ||||||
| PO BOX 599 | ROCKPORT | ME | 04856 | PUBLIC | GENERAL OPERATING SUPPORT | $2,000 |
| BELFAST SOUP KITCHEN | ||||||
| PO BOX 1153 | BELFAST | ME | 04915 | PUBLIC | CONSTRUCT A NEW BUILDING TO HOUSE THEIR SOUP KITCHEN | $2,000 |
| BIG BROTHERS BIG SISTERS OF MID-MAINE | ||||||
| 66 ELM STREET SUITE 100 | CAMDEN | ME | 04843 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| CAMDEN CONFERENCE | ||||||
| PO BOX 882 | CAMDEN | ME | 04843 | PUBLIC | SCHOLARSHIPS FOR STUDENTS TO ATTEND THE 2020 CAMDEN CONFERENCE | $2,500 |
| CENTER FOR MAINE CONTEMPORARY ART | ||||||
| 21 WINTER STREET | ROCKLAND | ME | 04841 | PUBLIC | ARTLAB: ACCESS FOR ALL - FREE PUBLIC ARTS EDUCATION PROGRAM | $5,000 |
| CHILDREN'S MUSEUM & THEATRE OF MAINE | ||||||
| 142 FREE STREET | PORTLAND | ME | 04101 | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| COBSCOOK COMMUNITY LEARNING CENTER | ||||||
| 10 COMMISSARY POINT ROAD | TRESCOTT | ME | 04653 | PUBLIC | TRANSFORMING RURAL EXPERIENCE IN EDUCATION | $5,000 |
| COLLEGE OF THE ATLANTIC | ||||||
| 105 EDEN STREET | BAR HARBOR | ME | 04609 | PUBLIC | CHAMPLAIN INSTITUTE | $5,000 |
| COMMUNITY BICYCLE CENTER | ||||||
| PO BOX 783 | BIDDEFORD | ME | 04005 | PUBLIC | OPEN SHOP TIME FOR BIDDEFORD AREA YOUTH | $5,000 |
| COMMUNITY CONCEPTS | ||||||
| 240 BATES STREET | LEWISTON | ME | 04240 | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| COMMUNITY DENTAL | ||||||
| 366 US ROUTE ONE | FALMOUTH | ME | 04105 | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| CROMWELL CENTER FOR DISABILITIES AWARENESS | ||||||
| 97A EXCHANGE STREET SUITE 205 | PORTLAND | ME | 04101 | PUBLIC | DISABILITIES EDUCATION, INCLUSION AND ANTI-BULLYING PROGRAMS IN WALDO COUNTY SCHOOLS | $3,000 |
| DEMPSEY CENTER | ||||||
| 778 MAIN STREET | SOUTH PORTLAND | ME | 04106 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| DOWNEAST COMMUNITY PARTNERS | ||||||
| 248 BUCKSPORT ROAD | ELLSWORTH | ME | 04605 | PUBLIC | GENERAL OPERATING SUPPORT | $15,000 |
| EASTERN AREA AGENCY ON AGING | ||||||
| 240 STATE STREET | BREWER | ME | 04412 | PUBLIC | TWIN CITY SENIOR/COMMUNITY CENTER AND COMMUNITY CAF | $5,000 |
| EDUCATE MAINE FBO COUNT ME IN | ||||||
| 482 CONGRESS STREET SUITE 303 | PORTLAND | ME | 04101 | PUBLIC | INCREASE STUDENT ATTENDANCE AND SCHOOL SUCCESS | $3,000 |
| ENGINE | ||||||
| PO BOX 1681 | BIDDEFORD | ME | 04005 | PUBLIC | GENERAL OPERATING SUPPORT | $2,000 |
| FARNSWORTH ART MUSEUM | ||||||
| 16 MUSEUM STREET | ROCKLAND | ME | 04841 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| FIDELCO GUIDE DOG FOUNDATION | ||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | PUBLIC | BREED, TRAIN AND PLACE GERMAN SHEPHERD GUIDE DOGS WITH BLIND INDIVIDUALS | $2,000 |
| FIVE TOWN CSD | ||||||
| 25 KEELSON DR | ROCKPORT | ME | 04856 | PUBLIC | THE HATCHERY AT CAMDEN HILLS REGIONAL HIGH SCHOOL | $5,000 |
| FRIENDS OF CASCO BAY | ||||||
| 43 SLOCUM DRIVE | SOUTH PORTLAND | ME | 04106 | PUBLIC | GENERAL OPERATING SUPPORT | $3,000 |
| FRIENDS OF ISLE AU HAUT LIGHTHOUSE | ||||||
| PO BOX 41 | ISLE AU HAUT | ME | 04645 | PUBLIC | CONTINUE RESTORING THE LIGHTHOUSE | $5,000 |
| FRIENDS OF SEGUIN ISLAND | ||||||
| 72 FRONT STREET | BATH | ME | 04530 | PUBLIC | REPLACE SILLS AND RECONSTRUCT THE DECK OF THE BOATHOUSE | $4,000 |
| GOOD SAMARITAN AGENCY | ||||||
| 100 RIDGEWOOD DRIVE | BANGOR | ME | 04401 | PUBLIC | SINGLE PARENT PROGRAM | $3,000 |
| GOOD SHEPHERD FOOD BANK OF MAINE | ||||||
| PO BOX 1807 | AUBURN | ME | 042111807 | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| GULF OF MAINE RESEARCH INSTITUTE | ||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| HOSPICE OF SOUTHERN MAINE | ||||||
| 180 US ROUTE ONE | SCARBOROUGH | ME | 04074 | PUBLIC | CONSTRUCT A STATE-OF-THE-ART HOME HOSPICE CENTER | $15,000 |
| IRIS NETWORK | ||||||
| 189 PARK AVENUE | PORTLAND | ME | 04102 | PUBLIC | GENERAL OPERATING SUPPORT | $4,000 |
| ISLAND CONNECTIONS | ||||||
| 93 COTTAGE STREET SUITE 101 | BAR HARBOR | ME | 04609 | PUBLIC | DRIVER REWARDS PROGRAM | $2,500 |
| ISLAND INSTITUTE | ||||||
| PO BOX 648 | ROCKLAND | ME | 048410648 | PUBLIC | GENERAL OPERATING SUPPORT | $6,000 |
| KENNEBEC BEHAVIORAL HEALTH | ||||||
| 67 EUSTIS PARKWAY | WATERVILLE | ME | 04901 | PUBLIC | HOME AND COMMUNITY-BASED TREATMENT PROGRAM | $5,000 |
| KENNEBEC HISTORICAL SOCIETY | ||||||
| PO BOX 5582 | AUGUSTA | ME | 043325582 | PUBLIC | INVENTORY PROJECT | $1,000 |
| KNOX COUNTY HOMELESS COALITION | ||||||
| PO BOX 1696 | ROCKLAND | ME | 04841 | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| LEGAL SERVICES FOR THE ELDERLY | ||||||
| 5 WABON STREET | AUGUSTA | ME | 043307040 | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| MAIN STREET SKOWHEGAN | ||||||
| 48 COURT STREET | SKOWHEGAN | ME | 04976 | PUBLIC | ONGOING REVITALIZATION OF SKOWHEGAN | $2,500 |
| MAINE BEHAVIORAL HEALTH | ||||||
| 78 ATLANTIC PLACE | SOUTH PORTLAND | ME | 04106 | PUBLIC | CENTER FOR AUTISM AND DEVELOPMENTAL DISORDERS | $35,000 |
| MAINE COAST FISHERMEN'S ASSOCIATION | ||||||
| 14 MAINE STREET BOX 40 | BRUNSWICK | ME | 04011 | PUBLIC | MENTAL HEALTH AND WELL-BEING EDUCATION FOR COMMERCIAL FISHERMAN | $5,000 |
| MAINE DISCOVERY MUSEUM | ||||||
| 74 MAIN STREET | BANGOR | ME | 04401 | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| MAINE HISTORICAL SOCIETY | ||||||
| 489 CONGRESS STREET | PORTLAND | ME | 041013498 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| MAINE MARITIME MUSEUM | ||||||
| 243 WASHINGTON STREET | BATH | ME | 04530 | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| MAINE MEDICAL CENTER | ||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 041023175 | PUBLIC | DEAN L. FISHER SCHOLARSHIPS | $50,000 |
| MAINE MENTAL HEALTH CONNECTIONS | ||||||
| 2 SECOND STREET | BANGOR | ME | 04401 | PUBLIC | CREATIVE RECOVERY INITIATIVE DESIGNED TO AID MENTAL HEALTH RECOVERY THROUGH THE ARTS | $7,500 |
| MAINE PUBLIC BROADCASTING NETWORK | ||||||
| 1450 LISBON STREET | LEWISTON | ME | 042403595 | PUBLIC | GENERAL OPERATING SUPPORT | $15,000 |
| MAINE SEACOAST MISSION | ||||||
| 127 WEST STREET | BAR HARBOR | ME | 04609 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| MAINE STATE MUSIC THEATRE | ||||||
| 22 ELM STREET | BRUNSWICK | ME | 04011 | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| MAINEHEALTH DBA PEN BAY MEDICAL CENTER | ||||||
| 22 WHITE STREET | ROCKLAND | ME | 04841 | PUBLIC | PRIMARY, PEDIATRIC AND SPECIALTY CARE BUILDING | $25,000 |
| MERRYSPRING NATURE CENTER | ||||||
| PO BOX 893 | CAMDEN | ME | 04843 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| METHODIST CONFERENCE HOME | ||||||
| 46 SUMMER STREET | ROCKLAND | ME | 04841 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| MID-COAST RECOVERY COALITION | ||||||
| 63 WASHINGTON STREET | CAMDEN | ME | 04843 | PUBLIC | 10-BEDROOM HOUSE IN CAMDEN | $5,000 |
| MILLAY HOUSE ROCKLAND | ||||||
| PO BOX 831 | ROCKLAND | ME | 04841 | PUBLIC | RESTORE THE BIRTHPLACE OF EDNA ST. VINCENT MILLAY | $4,000 |
| MITCHELL INSTITUTE | ||||||
| 75 WASHINGTON AVENUE SUITE 2E | PORTLAND | ME | 04101 | PUBLIC | GENERAL OPERATING SUPPORT | $15,000 |
| NATURE CONSERVANCY IN MAINE | ||||||
| 14 MAINE STREET SUITE 401 | BRUNSWICK | ME | 04011 | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| OGUNQUIT MUSEUM OF AMERICAN ART | ||||||
| PO BOX 815 | OGUNQUIT | ME | 03907 | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| OGUNQUIT PLAYHOUSE | ||||||
| PO BOX 915 | OGUNQUIT | ME | 03907 | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| PEAVEY MEMORIAL LIBRARY | ||||||
| 26 WATER STREET | EASTPORT | ME | 04631 | PUBLIC | BUILDING RESTORATION | $4,000 |
| PENOBSCOT COMMUNITY HEALTH CARE | ||||||
| PO BOX 2100 | BANGOR | ME | 04402 | PUBLIC | GENERAL OPERATING SUPPORT | $6,000 |
| PENOBSCOT THEATRE COMPANY | ||||||
| 131 MAIN STREET | BANGOR | ME | 04401 | PUBLIC | FOCUSED ARTS PROGRAMMING FOR AREA YOUTH BETWEEN THE AGES OF 4 AND 21 | $5,000 |
| POINTS NORTH INSTITUTE | ||||||
| PO BOX 836 | CAMDEN | ME | 048430836 | PUBLIC | GENERAL OPERATING SUPPORT | $4,000 |
| PORTLAND COMMUNITY SQUASH | ||||||
| 66 NOYES STREET | PORTLAND | ME | 04103 | PUBLIC | ACADEMIC, SQUASH AND WELLNESS AFTER-SCHOOL AND SUMMER PROGRAMS | $5,000 |
| PORTLAND MUSEUM OF ART | ||||||
| SEVEN CONGRESS SQUARE | PORTLAND | ME | 04101 | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| PORTLAND STAGE COMPANY | ||||||
| PO BOX 1458 | PORTLAND | ME | 04104 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| PORTLAND SYMPHONY ORCHESTRA | ||||||
| 50 MONUMENT SQUARE 2ND FLOOR | PORTLAND | ME | 04101 | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| PREBLE STREET | ||||||
| 38 PREBLE STREET | PORTLAND | ME | 04101 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| TIDES INSTITUTE & MUSEUM OF ART | ||||||
| PO BOX 161 | EASTPORT | ME | 04631 | PUBLIC | 1887 MASONIC BLOCK BUILDING RESTORATION | $5,000 |
| RIDING TO THE TOP THERAPEUTIC RIDING CENTER | ||||||
| 14 LILAC DRIVE | WINDHAM | ME | 04062 | PUBLIC | YURT TO EXPAND SERVICES AND PROGRAMS | $5,000 |
| ROBBIE FOUNDATION | ||||||
| PO BOX 1534 | SCARBOROUGH | ME | 04070 | PUBLIC | PROVIDE SPECIAL-NEEDS CHILDREN WITH ITEMS OR THERAPIES THAT AREN'T COVERED BY INSURANCE | $10,000 |
| SAFE VOICES | ||||||
| PO BOX 713 | AUBURN | ME | 042120713 | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| SALVATION ARMY NORTHERN NEW ENGLAND DIVISION | ||||||
| PO BOX 3647 | PORTLAND | ME | 04104 | PUBLIC | GENERAL OPERATING SUPPORT | $4,000 |
| SHALOM HOUSE INC | ||||||
| 106 GILMAN STREET | PORTLAND | ME | 04102 | PUBLIC | ART PROGRAM FOR THOSE LIVING WITH PSYCHIATRIC DISABILITIES | $5,000 |
| SOUTHERN HARBOR ELDERCARE SERVICE | ||||||
| 12 PULPIT HARBOR ROAD | NORTH HAVEN | ME | 04853 | SOUTHERN HARBOR HOUSE STAFF EDUCATION | $7,500 | |
| SOUTHERN MAINE AGENCY ON AGING | ||||||
| 136 US ROUTE ONE | SCARBOROUGH | ME | 04074 | GENERAL OPERATING SUPPORT | $5,000 | |
| ST BRENDAN THE NAVIGATOR CATHOLIC CHURCH | ||||||
| 7 UNION STREET | CAMDEN | ME | 04843 | GENERAL OPERATING SUPPORT | $5,000 | |
| STRIVE NNE DBA WORKLIFE UNLIMITED | ||||||
| 537 FERRY ROAD | SACO | ME | 04072 | WORKPLACE READINESS AND OCCUPATIONAL SKILLS TRAINING FOR CUMBERLAND COUNTY JAIL INMATES | $5,000 | |
| SUNRISE COUNTY ECONOMIC COUNCIL | ||||||
| 7 AMES WAY | MACHIAS | ME | 04654 | MACHIAS VALLEY CENTER FOR ENTREPRENEURSHIP | $10,000 | |
| SUNRISE OPPORTUNITIES | ||||||
| PO BOX 88 | MACHIAS | ME | 04654 | SCHOOL-BASED ORAL HEALTH SERVICES | $5,000 | |
| SUSAN L CURTIS CHARITABLE FOUNDATION | ||||||
| 1321 WASHINGTON AVENUE SUITE 104 | PORTLAND | ME | 04103 | GENERAL OPERATING SUPPORT | $5,000 | |
| THE APPRENTICESHOP | ||||||
| 655 MAIN STREET | ROCKLAND | ME | 04841 | GENERAL OPERATING SUPPORT | $2,500 | |
| THEATER AT MONMOUTH | ||||||
| PO BOX 385 | MONMOUTH | ME | 04259 | 2019 DIVERSITY PROGRAMMING | $5,000 | |
| TREE STREET YOUTH | ||||||
| 144 HOWE STREET | LEWISTON | ME | 04240 | GENERAL OPERATING SUPPORT | $10,000 | |
| UNITED WAY OF AROOSTOOK | ||||||
| 830 MAIN STREET BOX 4 | PRESQUE ISLE | ME | 04769 | GENERAL OPERATING SUPPORT | $15,000 | |
| WATERFALL ARTS | ||||||
| 256 HIGH STREET | BELFAST | ME | 04915 | CAPITAL CAMPAIGN | $5,000 | |
| WATERMAN'S COMMUNITY CENTER | ||||||
| PO BOX 526 | NORTH HAVEN | ME | 04853 | PRODUCTION OF THE IMPORTANCE OF BEING EARNEST IN HONOR OF JOHN WULP | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $577,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,932 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $257,314 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $372,277 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $372,277 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $493,782 | EOYBookValueAmt |
| EOYFMV | $505,723 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,705,003 | EOYBookValueAmt |
| EOYFMV | $4,229,503 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $196,754 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $199,789 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,077,291 | BookValueAmt |
| EOYFMV | $1,537,165 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $310 | LegalFeesAmt |
| Net Investment Income | $78 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $232 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $90 | $23 | $67 |
| INSURANCE | $698 | $175 | $523 |
| POSTAGE | $1,462 | $366 | $1,096 |
| SUPPLIES | $29 | $8 | $21 |
| BOND PREMIUM AMORTIZATION | $341 | $341 | $0 |
| OUTSIDE CONTRACT SERVICES | $2,000 | $500 | $1,500 |
| BOOKS, SUBCRIPTIONS, REFERENCE | $282 | $71 | $211 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CHANGES IN NET ASSETS | Desc |
| Amt | $615 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $31,006 | $31,006 | $0 |
| ADMINISTRATIVE FEES | $10,000 | $2,500 | $7,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $2,268 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments