ELIZABETH ANN LEACH CHAR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH ANN LEACH CHAR (EIN 61-6386848)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202003189349101045
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T09:00:24-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616386848 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEACH ELIZABETH ANN PFDN 101-1680640 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEAC | BusinessNameControlTxt |
| Phone | 2076235624 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | KEYBANK 4900 TIEDEMAN RD OH-01-49- | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441442302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK BYP S CHMURA | PersonNm |
| Person Title | SVP | PersonTitleTxt |
| Phone | 2076235624 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.150.21 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1B901CE24A9B4EA2E379CA20352E899205594BF4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1B901CE24A9B4EA2E379CA20352E899205594BF4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,574,490 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $148,123 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $148,123 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $387,461 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,670 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$1,087 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,087 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $193,706 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $193,706 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $81,847 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,385 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $29,462 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,892 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,892 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,739 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,385 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,354 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $291,305 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $291,305 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $376,044 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,385 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $323,659 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$182,338 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $161,321 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $4,247,204 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,064,353 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,574,490 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,247,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,064,353 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,574,490 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,247,204 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,064,353 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,247,204 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,064,353 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,247,204 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,064,353 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,247,204 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$182,338 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23 | OtherIncreasesAmt |
| Subtotal | $4,064,889 | SubtotalAmt |
| Other Decreases | $536 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,064,353 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 500. APACHE CORP COM | 2017-04-26 | 2019-02-28 | $16,480 | $25,045 | -$8,565 | -$8,565 | |
| 25000. BLACKROCK INC DTD 12/10/2009 5.00000% 12/10/2019 | 2010-02-03 | 2019-12-10 | $25,000 | $24,935 | $65 | $65 | |
| 325. CELGENE CORP | 2009-11-17 | 2019-03-29 | $30,338 | $8,869 | $21,469 | $21,469 | |
| 435. ISHARES BARCLAYS TIPS BOND FUND $2.67200 | 2017-03-27 | 2019-06-05 | $49,978 | $49,898 | $80 | $80 | |
| 15000. MAINE HEALTH & HIGHER EDL FACS AUTH DTD 5/14/2009 5.00000% 7/1/ | 2009-11-17 | 2019-07-01 | $15,000 | $15,000 | |||
| 35000. MAINE HEALTH & HIGHER EDL FACS AUTH DTD 5/14/2009 5.00000% 7/1/ | 2009-11-17 | 2019-07-01 | $35,000 | $35,000 | |||
| 1000. METLIFE INC | 2011-03-03 | 2019-08-12 | $45,739 | $40,364 | $5,375 | $5,375 | |
| 400. SCHLUMBERGER LTD COM | 2009-11-17 | 2019-06-05 | $14,064 | $26,808 | -$12,744 | -$12,744 | |
| 800. SOUTHERN CO COM | 2009-11-17 | 2019-06-05 | $43,541 | $25,512 | $18,029 | $18,029 | |
| 50000. WAL-MART STORES INC DTD 1/23/2009 4.12500% 2/1/2019 | 2009-11-17 | 2019-02-01 | $50,000 | $49,880 | $120 | $120 | |
| 240. LINDE PLC | 2009-11-17 | 2019-06-05 | $45,844 | $39,480 | $6,364 | $6,364 | |
| CAPITAL GAIN DIVIDENDS | $16,845 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,670 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $346,941 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,335,688 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065023 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $214,842 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,360,359 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04008 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $241,227 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,047,713 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047789 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $277,463 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,217,218 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053182 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $347,801 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,352,257 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064982 | DistributionYr5Rt |
| Total Distribution | 0.271056 | TotalDistributionRt |
| Average Distribution | 0.054211 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,304,147 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $287,543 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,613 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $289,156 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $323,659 | 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 | $1,613 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,613 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,613 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,790 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,790 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,177 | OverpaymentAmt |
| Applied To ES Tax | $1,616 | AppliedToESTaxAmt |
| Refund | $561 | RefundAmt |
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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEYBANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168134556 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH-01-49-0150 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441442302 | 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 | Yes (true) | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KEYBANK NA | ||||||
| 127 PUBLIC SQUARE MC OH-01-27-161 | CLEVELAND | HI | 44114 | CO-TRUSTEE | 2 | $41,847 |
| WILLIAM W LOGAN | ||||||
| PO BOX 250 | WISCASSET | ME | 04578 | CO-TRUSTEE | 1 | $20,000 |
| SEYMOUR EPSTEIN | ||||||
| PO BOX 404 | WISCASSET | ME | 04578 | CO-TRUSTEE | 1 | $20,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,384,921 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,384,921 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,384,921 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,304,147 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $265,207 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $265,207 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,613 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,613 | TotalTaxAmt |
| Distributable Before Adj | $263,594 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $263,594 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $263,594 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $323,659 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $323,659 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,613 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $322,046 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $263,594 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $82,363 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $82,363 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $323,659 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $263,594 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,065 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $142,428 | 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 | $142,428 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $82,363 | ExcessFromYear1Amt |
| Excess From Current Year | $60,065 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| SEYMOUR EPSTEIN | |||||||
| PO BOX 404 | WISCASSET | ME | 04578 | 2076235624 | LETTER | MAINE FUNDS USED FOR OPERATIONS AND CAPITAL EXPENDITURES THE FOUNDATION IS ABLE TO GRANT FUNDS AS FO | ORG. DEFINED IN IRS CODE OF 1986 LOCATED IN LINCOLN CO. |
| WILIAM LOGAN | |||||||
| PO BOX 250 | WISCASSET | ME | 04578 | 2076235624 | LETTER | MAINE FUNDS USED FOR OPERATIONS AND CAPITAL EXPENDITURES THE FOUNDATION IS ABLE TO GRANT FUNDS AS FO | ORG. DEFINED IN IRS CODE OF 1986 LOCATED IN LINCOLN CO. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GOOD SHEPHERD FOOD BANK | |||||||
| 3121 HOTEL RD | AUBURN | ME | 04210 | NONE | PC | GENERAL OPERATING | $10,000 |
| HEARTWOOD REGIONAL THEATRE COMPANY | |||||||
| 81 ACADEMY HILL RD | NEWCASTLE | ME | 04553 | NONE | PC | GENERAL OPERATING | $10,000 |
| JOBS FOR MAINE'S GRADUATES | |||||||
| 123 STREET ROAD | NEWCASTLE | ME | 04553 | NONE | PC | GENERAL OPERATING | $15,000 |
| MAINE STATE MUSIC THEATRE | |||||||
| 1 BATH RD | BRUNSWICK | ME | 04011 | NONE | PC | GENERAL OPERATING | $1,000 |
| MIDCOAST CONSERVANCY | |||||||
| 290 US-1 | EDGECOMB | ME | 04556 | NONE | PC | GENERAL OPERATING | $15,305 |
| MIDCOAST HUMANE SOCIETY | |||||||
| 30 RANGE RD | BRUNSWICK | ME | 04011 | NONE | PC | GENERAL OPERATING | $20,000 |
| LINCOLNHEALTH | |||||||
| 35 MILES ST | DAMARISCOTTA | ME | 04543 | NONE | PC | GENERAL OPERATING | $55,000 |
| BOOTHBAY REGION LAND TRUST | |||||||
| 60 SAMOSET RD | BOOTHBAY HARBOR | ME | 04538 | NONE | PC | GENERAL OPERATING | $12,500 |
| HEARTY ROOTS | |||||||
| 1830 US 9 | GERMANTOWN | NY | 12526 | NONE | PC | GENERAL OPERATING | $15,200 |
| ELDERCARE NETWORK OF LINCOLN COUNTY | |||||||
| 6 HOGDON ST | DAMIRSCOTTA | ME | 04543 | NONE | PC | GENERAL OPERATING | $15,000 |
| AMERICAN RED CROSS | |||||||
| 2401 CONGRESS ST | PORTLAND | ME | 04102 | NONE | PC | GENERAL OPERATING | $3,000 |
| ANIMAL WELFARE SOCIETY | |||||||
| 46 HOLLAND RD | KENNEBUNK | ME | 04043 | NONE | PC | GENERAL OPERATING | $5,000 |
| BOOTHBAY HARBOR MEMORIAL LIBRARY | |||||||
| 4 OAK ST | BOOTHBAY HARBOR | ME | 04538 | NONE | PC | GENERAL OPERATING | $6,500 |
| BOOTHBAY REGION STUDENT AID FUND | |||||||
| BOOTHBAY HARBOR | BOOTHBAY HARBOR | ME | 04538 | NONE | PC | GENERAL OPERATING | $5,000 |
| VOLUNTEERS OF AMERICA NNE | |||||||
| 14 MAINE ST 100 | BRUNSWICK | ME | 04011 | NONE | PC | GENERAL OPERATING | $4,000 |
| THE SUSAN L CURTIS FOUNDATION | |||||||
| 1321 WASHINGTON AVE 104 | PORTLAND | ME | 04103 | NONE | PC | GENERAL OPERATING | $1,200 |
| REBUILDING TOGETHER - LINCOLN COUNTY | |||||||
| PO BOX 22 | BOOTHBAY HARBOR | ME | 04043 | NONE | PC | GENERAL OPERATING | $5,000 |
| SWEETSER | |||||||
| 329 BATH RD | BRUNSWICK | ME | 04011 | NONE | PC | GENERAL OPERATING | $5,000 |
| WAYFINDER SCHOOLS | |||||||
| 79 WASHINGTON ST | CAMDEN | ME | 04843 | NONE | PC | GENERAL OPERATING | $6,000 |
| MAINE PHILANTHROPY CENTER INVESTMENT SUP | |||||||
| 314 FORREST AVE | PORTLAND | ME | 04101 | NONE | PC | GENERAL OPERATING | $1,600 |
| BOOTHBAY REGION YMCA | |||||||
| 261 TOWNSEND AVE | BOOTHBAY HARBOR | ME | 04538 | NONE | PC | GENERAL OPERATING EXPENSE | $50,000 |
| BOOTHBAY SEA AND SCIENCE CENTER | |||||||
| 216 OCEAN POINT RD | EAST BOOTHBAY | ME | 04544 | NONE | PC | GENERAL OPERATING | $25,000 |
| CATHOLIC CHARITIES OF MAINE | |||||||
| 301 CONGRESS ST | PORTLAND | ME | 04101 | NONE | PC | GENERAL OPERATING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $291,305 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $147,036 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,670 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $193,706 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $193,706 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,064,353 | BookValueAmt |
| EOYFMV | $5,574,490 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARADIGM MASTER FUND DISTRIBUTION ADJUST | Desc |
| Amt | $536 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $1,892 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,892 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | -$1,087 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$1,087 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $23 | Amt |
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