HARNUM FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HARNUM FAMILY FOUNDATION (EIN 83-1402866)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-31
- IRS object ID
- 202020919349100007
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-31T12:55:39-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERRY DUNN MCNEIL & PARKER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 WATER STREET SUITE 101 | AddressLine1Txt |
| City | BANGOR | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04401 | 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 | 831402866 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARNUM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARN | BusinessNameControlTxt |
| Phone | 2079224020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 MAIN STREET SUITE 2 | AddressLine1Txt |
| City | BANGOR | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD B HARNUM JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2079224020 | PhoneNum |
| Signature | 2020-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SNO L BARRY CPA | PreparerPersonNm |
| PTIN | P00100860 | PTIN |
| Phone | 2079421600 | PhoneNum |
| Preparation | 2020-03-27 | 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 | $296,756 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,497 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,497 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,215 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,478 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,215 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $66,712 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,712 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $110 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $110 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,770 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,770 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,967 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,967 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $83 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,930 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,737 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $110 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,530 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,737 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,710 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $50,182 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,975 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,452 | CashBOYAmt |
| Cash EOY | $6,888 | CashEOYAmt |
| Cash EOYFMV | $6,888 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,956 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,611 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,611 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $192,243 | CorporateStockBOYAmt |
| Corporate Stock EOY | $185,133 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $221,191 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,792 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,993 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,066 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $210,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $260,625 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $296,756 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $210,443 | RetainedEarningBOYAmt |
| Retained Earning EOY | $260,625 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $210,443 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $260,625 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $210,443 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $260,625 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $210,443 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $50,182 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $260,625 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $260,625 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $79,478 | GrossSalesPriceAmt |
| Cost Or Other Basis | $67,263 | CostOrOtherBasisAmt |
| Gain Or Loss | $12,215 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $12,215 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,215 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,094 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $223,045 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.004905 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,428 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $218,469 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.166742 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,642 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $318,658 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083607 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,216 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $330,881 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.127587 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,419 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $358,912 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040174 | DistributionYr5Rt |
| Total Distribution | 0.423015 | TotalDistributionRt |
| Average Distribution | 0.084603 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $249,578 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,115 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $130 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,245 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,710 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $260 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $260 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $260 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $260 | 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 | RICHARD B HARNUM JR | IndividualWithBooksNm |
| Phone | 2079224020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 MAIN STREET SUITE 2 | AddressLine1Txt |
| City | BANGOR | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04401 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD B HARNUM JR | ||||||||
| 700 MAIN STREET SUITE 2 | BANGOR | ME | 04401 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KEELEY HARNUM | ||||||||
| 700 MAIN STREET SUITE 2 | BANGOR | ME | 04401 | TRUSTEE | 0.00 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $248,927 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,452 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $253,379 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $253,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,801 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $249,578 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $260 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $260 | TotalTaxAmt |
| Distributable Before Adj | $12,219 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,219 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,219 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,710 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,710 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,710 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,219 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $21,281 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,925 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $108,418 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $140,624 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,710 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,219 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $491 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $141,115 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $141,115 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,281 | ExcessFromYear4Amt |
| Excess From Year3 | $10,925 | ExcessFromYear3Amt |
| Excess From Year2 | $108,418 | ExcessFromYear2Amt |
| Excess From Current Year | $491 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD B HARNUM JR CO HARNUM FAMIL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 MAIN STREET SUITE 2 | AddressLine1Txt |
| City | BANGOR | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2079224020 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORMAT REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RECIPIENTS ARE GEOGRAPHICALLY LOCATED IN CLOSE PROXIMITY TO ORGANIZATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ERIN'S RUN | |||||||
| 35 NORWAY ROAD | BANGOR | ME | 04401 | NONE | PC | ORGANIZATIONAL SUPPORT | $1,000 |
| UNITED WAY OF EASTERN MAINE | |||||||
| 700 MAIN STREET SUITE 1 | BANGOR | ME | 04401 | NONE | PC | ORGANIZATIONAL SUPPORT | $5,500 |
| MAINE SNOWMOBILE ASSOCIATION | |||||||
| 7 NOYES PLACE | AUGUSTA | ME | 04330 | NONE | PC | ORGANIZATIONAL SUPPORT | $300 |
| BANGOR HUMANE SOCIETY | |||||||
| 693 MT HOPE AVENUE | BANGOR | ME | 04401 | NONE | PC | ORGANIZATIONAL SUPPORT | $500 |
| JOHN BAPST HOCKEY BOOSTERS | |||||||
| 100 BROADWAY | BANGOR | ME | 04401 | NONE | PC | ORGANIZATIONAL SUPPORT | $300 |
| BANGOR REGION YMCA | |||||||
| 17 SECOND STREET | BANGOR | ME | 04401 | NONE | PC | ORGANIZATIONAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,497 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,215 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,712 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,712 | 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 |
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 |
|---|---|---|---|---|---|---|
| KEELEY L HARNUM TRUST | ||||||
| 1 | PO BOX 3550 | BREWER | ME | 04412 | $25,000 | Yes (X) |
| RICHARD B HARNUM JR | ||||||
| 2 | PO BOX 3550 | BREWER | ME | 04412 | $25,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,770 | Amt |
| Net Investment Income | $1,770 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (72 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7.1535 SHS DODGE & COX | $9,894 | $10,036 |
| 421.45 SHS FIDELITY FLOATING RATE | $4,119 | $4,000 |
| 1827.63 SHS JP MORGAN CHASE | $21,569 | $21,603 |
| 1829.93 SHS PIMCO TOTAL RETURN | $19,450 | $18,919 |
| 224.61 PIMCO HIGH YIELD INSTL | $2,000 | $2,031 |
| 1399.82 SHS PIMCO INVESTMENT GRADE | $14,681 | $15,286 |
| 12 SHS VERIZON | $695 | $737 |
| 1 SH AMAZON | $956 | $1,848 |
| 10 SHS BEST BUY | $736 | $878 |
| 1 SH BOOKING HOLDINGS INC | $1,217 | $2,054 |
| 9 SHS WALT DISNEY COMPANY HOLDING INC | $945 | $1,302 |
| 7 SHS HOME DEPOT INC | $583 | $1,529 |
| 2 SHS MCDONALDS CORP | $114 | $395 |
| 10 SHS NIKE INC | $793 | $1,013 |
| 16 SHS TJX COS INC | $689 | $977 |
| 9 SHS CHURCH & DWIGHT INC | $608 | $633 |
| 3 SHS COSTCO WHSL CORP NEW | $644 | $882 |
| 6 SHS LAMB WESTON HOLDINGS | $414 | $516 |
| 15 SHS MONDELEZ INTERNATIONAL INC | $662 | $826 |
| 4 SHS PEPSICO INC | $437 | $547 |
| 8 SHS CHEVRON CORP | $888 | $964 |
| 16 SHS CONOCOPHILLIPS | $978 | $1,040 |
| 9 SHS ONEOK INC | $657 | $681 |
| 5 SHS AON PLC | $708 | $1,041 |
| 3 SHS CHUBB LTD | $430 | $467 |
| 27 SHS BANK OF AMERICA CORP | $778 | $951 |
| 3 SHS BERKSHIRE HATHAWAY INC | $423 | $680 |
| 11 SHS JP MORGAN CHASE | $433 | $1,533 |
| 3 SHS MSCI INC | $666 | $775 |
| 5 SHS MARSH & MCLENNAN COS INC | $478 | $557 |
| 14 SHS METLIFE INC | $529 | $714 |
| 8 SHS PROGRESSIVE CORP | $589 | $579 |
| 6 SHS MEDTRONIC PLC | $503 | $681 |
| 12 SHS ABBOTT LABS | $432 | $1,042 |
| 9 SHS DANAHER CORP | $735 | $1,381 |
| 4 SHS EDWARDS LIFESCIENCES CORP | $610 | $933 |
| 9 SHS ISHARES NASDAQ BIOTECH | $939 | $1,085 |
| 4 SHS JOHNSON & JOHNSON | $491 | $583 |
| 3 SHS THERMO FISHER SCIENTIFIC INC | $150 | $975 |
| 4 SHS UNITEDHEALTH GROUP INC | $182 | $1,176 |
| 11 SHS ZOETIS INC | $916 | $1,456 |
| 5 SHS INGERSOLL-RAND PUBLIC LIMITED | $601 | $665 |
| 3 SHS BOEING INC | $569 | $977 |
| 7 SHS HONEYWELL INC | $799 | $1,239 |
| 6 SHS ILLINOIS TOOL WORKS | $863 | $1,078 |
| 6 SHS UNION PACIFIC CORP | $811 | $1,085 |
| 3 SHS ADOBE INC | $749 | $989 |
| 1 SH ALPHABET INC CI C | $774 | $1,337 |
| 1 SH ALPHABET INC CI A | $246 | $1,339 |
| 9 SHS APPLE INC | $332 | $2,643 |
| 21 SHS CISCO SYSTEMS INC | $622 | $1,007 |
| 7 SHS FACEBOOK | $1,036 | $1,437 |
| 11 SHS FISERV | $657 | $1,272 |
| 18 SHS INTEL CORP | $321 | $1,077 |
| 19 SHS MICROSOFT | $689 | $2,996 |
| 6 SHS PAYPAL HOLDINGS INC | $500 | $649 |
| 9 SHS TEXAS INSTRUMENTS | $1,007 | $1,155 |
| 8 SHS VISA INC. CLASS A SHARES | $571 | $1,503 |
| 6 SHS AVERY DENNISON CORP | $530 | $785 |
| 6 SHS ECOLAB INC | $782 | $1,158 |
| 7 SHS LAMAR ADVERTISING CO CLASS A REIT | $561 | $625 |
| 15 SHS NRG ENERGY INC | $575 | $596 |
| 5 SHS NEXTERA ENERGY INC | $665 | $1,211 |
| 250.41 SHS INVESCO OPPENHEIMER | $8,682 | $11,417 |
| 655.80 SHS THE INTERNATIONAL EQUITY FUND | $8,814 | $8,873 |
| 449.72 SHS FIDELITY SMALL CAP DISCOVERY | $12,541 | $10,407 |
| 372.29 SHS OAKMARK INTERNATIONAL INSTITUTIONAL | $7,424 | $9,278 |
| 254.19 SHS MFS VALUE | $8,683 | $11,357 |
| 686.12 SHS PRINCIPAL MIDCAP | $15,607 | $21,174 |
| 30.45 SHS T. ROWE PRICE INTERNATIONAL DISCOVER | $2,032 | $2,084 |
| 698.18 SHS WELLS FARGO PREMIER LG CO GROWTH | $9,602 | $10,166 |
| 61 SHS WISDOMTREE EUROPE HEDGED | $3,767 | $4,306 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 111 SHS ISHARES GLOBAL REIT ETF | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,993 | BookValueAmt |
| EOYFMV | $3,066 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $110 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $110 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,967 | Amt |
| Net Investment Income | $1,967 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INCOME | CategoryTxt |
| Amt | $83 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments