APPLE LANE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- APPLE LANE FOUNDATION INC (EIN 06-1501640)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202013179349102441
- 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 Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T15:37:56-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135069335 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TRUST COMPANY INTERNATIONAL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 061501640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE APPLE LANE FOUNDATION INC 14101830 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | APPL | BusinessNameControlTxt |
| Phone | 2126323000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO FTCI 280 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES J DE SIEYES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126323000 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WES LAI | PreparerPersonNm |
| PTIN | P00500975 | PTIN |
| Phone | 2126323000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.215.78.126 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 15:02:14 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C00768474D3F0FE6CE49B5056FC425DAD4F342C0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 461289C4AE44F94B62A96273104D2660DFF70FCC | 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 | $13,247,202 | 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 |
| Dividends Rev And Expnss | $325,396 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $325,396 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $311,200 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,065,422 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $311,200 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $636,596 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $636,596 | 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 |
| Accounting Fees Rev And Expnss | $3,937 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,937 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $57,367 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,935 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,432 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,907 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,677 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,612 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,369 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $462,520 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $462,520 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $555,731 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,612 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $477,889 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $80,865 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $584,984 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $99,971 | CashBOYAmt |
| Cash EOY | $101,301 | CashEOYAmt |
| Cash EOYFMV | $101,301 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $120,429 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,144 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,144 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,438,748 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,580,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,126,747 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,079,742 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,079,544 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,096,791 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $821,286 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $821,286 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $868,219 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,560,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,636,695 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,247,202 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,560,176 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,560,176 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $76,519 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,560,176 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,636,695 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,560,176 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,636,695 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,560,176 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $80,865 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,641,041 | SubtotalAmt |
| Other Decreases | $4,346 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,636,695 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DOW INC | P | 2019-05-16 | 2019-09-23 | $124,305 | $138,091 | -$13,786 | -$13,786 |
| KRAFT HEINZ CO/THE | P | 2018-03-29 | 2019-01-16 | $178,301 | $234,752 | -$56,451 | -$56,451 |
| P | 2018-03-29 | 2019-01-16 | $177,561 | $216,673 | -$39,112 | -$39,112 | |
| ABBVIE INC | P | 2013-04-08 | 2019-05-16 | $80,423 | $41,473 | $38,950 | $38,950 |
| ANALOG DEVICES INC. | P | 2017-05-26 | 2019-01-16 | $52,565 | $49,670 | $2,895 | $2,895 |
| APPLE COMPUTER INC NPV | P | 2010-08-02 | 2019-01-16 | $34,927 | $8,429 | $26,498 | $26,498 |
| APPLE COMPUTER INC NPV | P | 2010-08-02 | 2019-05-16 | $66,783 | $13,112 | $53,671 | $53,671 |
| ARTISAN SMALL CAP FUND | P | 2017-06-06 | 2019-02-15 | $150,000 | $150,828 | -$828 | -$828 |
| BLACKROCK INC | P | 2012-10-04 | 2019-01-16 | $83,115 | $36,742 | $46,373 | $46,373 |
| BOEING CO | P | 2015-02-06 | 2019-01-16 | $35,314 | $14,516 | $20,798 | $20,798 |
| CISCO SYS INC | P | 2016-02-19 | 2019-01-16 | $44,071 | $26,483 | $17,588 | $17,588 |
| CISCO SYS INC | P | 2016-02-19 | 2019-05-16 | $19,671 | $9,269 | $10,402 | $10,402 |
| CORTEVA INC | P | 2014-08-19 | 2019-06-03 | $18 | $19 | -$1 | -$1 |
| CORTEVA INC | P | 2014-11-21 | 2019-06-14 | $28,850 | $33,398 | -$4,548 | -$4,548 |
| COSTCO WHSL CORP NEW | P | 2015-08-04 | 2019-02-15 | $108,187 | $68,970 | $39,217 | $39,217 |
| DOW INC | P | 2014-08-19 | 2019-04-02 | $37 | $35 | $2 | $2 |
| DOW INC | P | 2014-11-21 | 2019-09-23 | $55,746 | $60,322 | -$4,576 | -$4,576 |
| DUPONT DE NEMOURS INC | P | 2014-08-19 | 2019-06-03 | $44 | $53 | -$9 | -$9 |
| FRANKLIN VALUE FUND CL ADV | P | 2017-12-15 | 2019-02-15 | $150,000 | $133,199 | $16,801 | $16,801 |
| GILEAD SCIENCES INC | P | 2012-08-01 | 2019-01-16 | $75,010 | $26,648 | $48,362 | $48,362 |
| KINDER MORGAN INC | P | 2018-03-21 | 2019-05-16 | $180,869 | $136,394 | $44,475 | $44,475 |
| LOWES COS INC | P | 2014-02-06 | 2019-01-16 | $35,488 | $16,227 | $19,261 | $19,261 |
| MICROCHIP TECHNOLOGY INC | P | 2016-08-11 | 2019-02-15 | $91,428 | $52,579 | $38,849 | $38,849 |
| ROCHE HLDG LTD SPONSORED ADR | P | 2017-04-17 | 2019-01-16 | $227,012 | $233,052 | -$6,040 | -$6,040 |
| ROYAL DUTCH SHELL PLC SPONSORED | P | 2015-02-17 | 2019-02-15 | $49,757 | $53,288 | -$3,531 | -$3,531 |
| CAPITAL GAINS DIVIDENDS | P | $15,940 | $15,940 | $15,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $311,200 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $537,871 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,986,387 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053860 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $458,802 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,165,296 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041092 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $424,963 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,377,775 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045316 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $570,824 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,761,973 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053041 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $405,855 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,840,805 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041242 | DistributionYr5Rt |
| Total Distribution | 0.234551 | TotalDistributionRt |
| Average Distribution | 0.046910 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,335,491 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $578,658 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,850 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $584,508 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $477,889 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,700 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,700 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,700 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,300 | OverpaymentAmt |
| Applied To ES Tax | $16,300 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | CT | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES DE SIEYES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126323000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 OLD POWERHOUSE ROAD | AddressLine1Txt |
| City | FALMOUTH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04105 | 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES J DE SIEYES | |||||||||
| C/O FIDUCIARY TRUST COMPANY INTL | 280 PARK AVENUE | NEW YORK | NY | 10017 | PRESIDENT, DIRECTOR | 10.00 | $0 | $0 | $0 |
| DAVID C DE SIEYES | |||||||||
| C/O FIDUCIARY TRUST COMPANY INTL | 280 PARK AVENUE | NEW YORK | NY | 10017 | VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| JC DAVID HADDEN | |||||||||
| C/O FIDUCIARY TRUST COMPANY INTL | 280 PARK AVENUE | NEW YORK | NY | 10017 | DIRECTOR | 10.00 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,207,434 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $315,907 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,523,341 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,523,341 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $187,850 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,335,491 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $616,775 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $616,775 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,700 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,700 | TotalTaxAmt |
| Distributable Before Adj | $605,075 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $605,075 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $605,075 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $477,889 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $477,889 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $477,889 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $605,075 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $459,747 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $477,889 | QualifyingDistributionsAmt |
| Applied To Year1 | $459,747 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,142 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $586,933 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES J DE SIEYES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (239 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCORD FOOD PANTRY | ||||||||
| PO BOX 2203 | S HAMILTON | MA | 01982 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $4,000 | |
| ACTION INC | ||||||||
| 108 MAIN STREET | GLOUCESTER | MA | 01930 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| AGAWAM COUNCIL | ||||||||
| 6 FUNDY ROAD SUITE 100 | FALMOUTH | ME | 04105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| ALZHEIMER'S DISEASE RESEARCH ASSOCIATION | ||||||||
| 31408 HARPER AVE | ST CLAIR SHORES | MI | 48082 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION IL | ||||||||
| 8430 W BRYN MAWR AVE | CHICAGO | IL | 606313473 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| ALZHEIMER FOUNDATION OF AMERICA | ||||||||
| 322 8TH AVENUE 7TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| AMERICAN CANCER SOCIETY INC NEW ENGLAND DIVISION INC | ||||||||
| ONE BOWDOIN MILL ISLAND SUITE 300 | TOPSHAM | ME | 040861240 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| ANCHOR TO WINDWARD INCORPORATED CO MARBLEHEAD COUNSELING CENTER | ||||||||
| PO BOX 813 | MARBLEHEAD | MA | 01945 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $4,000 | |
| BOSTON BALLET INC | ||||||||
| 19 CLARENDON STREET | BOSTON | MA | 02116 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| BOSTON SYMPHONY ORCHESTRA SYMPHONY HALL | ||||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| BRIDGEWELL-SOVNER CENTER DEVELOPMENT & ADVANCMENT OFFICE | ||||||||
| 10 DEARBORN RD | PEABODY | MA | 01960 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| BRIGHAM & WOMENS HOSPITAL (REF NEUROLOGY) DEVELOPMENT OFFICE | ||||||||
| 116 HUNTINGTON AVENUE THIRD FLOOR | BOSTON | MA | 02116 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| BROOKWOOD SCHOOL INC | ||||||||
| ONE BROOKWOOD ROAD | MANCHESTER | MA | 01944 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| CAPE ANN HABITAT FOR HUMANITY | ||||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| THE CARROLL CENTER FOR THE BLIND | ||||||||
| 770 CENTRE STREET | NEWTON | MA | 024582597 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| CHILDREN'S HOSPITAL CORPORATION | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| CHRIST CHURCH PARISH DAY SCHOOL | ||||||||
| 149 ASBURY STREET SOUTH | HAMILTON | MA | 01982 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $200 | |
| CITIZENS FOR ADEQUATE HOUSING INC | ||||||||
| 40 WASHINGTON ST | PEABODY | MA | 01980 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| COAST GUARD FOUNDATION | ||||||||
| 394 TAUGWONK ROAD | STOINGTON | CT | 06378 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| COMMUNITY HOUSE SERVICE OF HAMILTON & WENHAM | ||||||||
| 284 BAY RD S | HAMILTON | MA | 01982 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| COMMUNITY SERVINGS INC | ||||||||
| 18 MARBURY TERRACE | JAMAICA PLAIN | MA | 01230 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| COPE FAMILY CENTER | ||||||||
| 707 RANDOLPH STREET | NAPA | CA | 94559 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| CURE (CITIZENS UNITED IN RESEARCH FOR EPILEPSY) | ||||||||
| 420 NORTH WABASH SUITE 300 | CHICAGO | IL | 60611 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| DAMON RUNYON CANCER RESEARCH FOUNDATION | ||||||||
| ONE EXCHANGE PLAZA 55 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | SUITE 302 |
| DANA FARBER CANCER INSTITUTE DIVISION OF DEVELOPMENT & THE JIMMY FUND | ||||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 024457226 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| EPILEPSY FOUNDATION | ||||||||
| 8301 PROFESSIONAL PLACE EAST STE | LANDOVER | MD | 207852353 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | 200 |
| EPILEPSY FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND | ||||||||
| 650 SUFFOLK STREET 405 | LOWELL | MA | 01854 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| ESSEX COUNTY GREENBELT | ||||||||
| 82 EASTERN AVENUE 405 | ESSEX | MA | 01929 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| ESSEX COUNTY TRAIL ASSOCIATION | ||||||||
| PO BOX 358 | HAMILTON | MA | 01936 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| ESSEX COUNTY TRAIL ASSOCIATION | ||||||||
| PO BOX 358 | HAMILTON | MA | 01936 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| FOOD RUNNERS | ||||||||
| 2579 WASHINGTON STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| FRENCH LIBRARY & CULTURAL CENTER | ||||||||
| 53 MALBOROUGH STREET | BOSTON | MA | 02116 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| FRIENDS FOREVER INTERNATIONAL | ||||||||
| ONE MORGAN WAY | DURHAM | NH | 03824 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,100 | |
| FRIENDS OF NAPA COUNTY ANIMAL SHELTER | ||||||||
| PO BOX 715 | NAPA | CA | 94559 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| FRIENDS OF NORTHSHORE EDUCATION CONSORTIUM INC | ||||||||
| 112 SOHIER RD | BEVERLY | MA | 019155534 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| GLOUCESTER ADVENTURE | ||||||||
| PO BOX 1306 | GLOUSTER | MA | 019311306 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| GREEN MOUNTAIN HORSE ASSOCIATION | ||||||||
| 5491 SOUTH ROAD | WOODSTOCK | VT | 05071 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| HAMILTON HOUSING AUTHORITY | ||||||||
| 121 RAILROAD AVE | HAMILTON | MA | 01982 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| THE HAMILTON FOUNDATION CO TOWN HALL | ||||||||
| PO BOX 429 | HAMILTON | MA | 01936 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| HAMILTON-WENHAM EDUCATION FUND | ||||||||
| PO BOX 2433 | S HAMILTON | MA | 01982 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| JACKIE ROBINSON FOUNDATION | ||||||||
| 75 VARICK STREET 2ND FL | NEW YORK | NY | 100131917 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| JEANNIE GEIGER CRISIS CENTER | ||||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| JOHNNY MILLER CHAMP FOUNDATION | ||||||||
| 162 BONNIEBROOK DR | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| KATE RISLEY FOUNDATION | ||||||||
| 29 COLOMBUS AVE | NORTHAMPTON | MA | 010604252 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| KENTS HILL SCHOOL | ||||||||
| 1614 MAIN STREET | KENTS HILL | ME | 04349 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| LAKE FOREST COLLEGE | ||||||||
| 555 NORTH SHERIDAN ROAD | LAKE FOREST | IL | 60045 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| MARINE MAMMAL (MMRIOC) | ||||||||
| 1003 PALOMINO WAY | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| MASSACHUSETTS AUDOBON SOCIETY | ||||||||
| 20 GISLAND FARM RD | FALMOUTH | ME | 04105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| MASSACHUSETTS EYE & EAR INFIRMARY | ||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| MASSACHUSETTS SPECIAL OLYMPICS ASSOCIATION | ||||||||
| 512 FOREST STREET | MALBOROUGH | MA | 01752 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| MEDIC ALERT FOUNDATION | ||||||||
| 101 LANDER AVENUE | TURLOCK | CA | 95380 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| MONTSERRAT COLLEGE OF ART | ||||||||
| 23 ESSEX STREET | BEVERLY | MA | 01915 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| MSPCA ANGELL HEADQUARTERS | ||||||||
| 350 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| MT GEORGE PARENT CLUB | ||||||||
| 1019 2ND AVENUE | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $9,400 | |
| MUSCULAR DYSTROPHY ASSOCIATION (MDA) | ||||||||
| 161 N CLARK SUITE 3550 | CHICAGO | IL | 60601 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| MUSEUM OF FINE ARTS | ||||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| MY LIFE MY CHOICE | ||||||||
| 989 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| NAMI CAPE ANN CO NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||||
| 43 GLOUCESTER AVE ROOM 2A | GLOUCESTER | MA | 01931 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| NAPA HUMANE SOCIETY | ||||||||
| 3265 CALIFORNIA BLVD | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| NAPA VALLEY COLLEGE FOUNDATION | ||||||||
| 2277 NAPA-VALLEJO HIGHWAY | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| NAPA VALLEY COMMUNITY FOUNDATION | ||||||||
| 3299 CLAREMONT WAY STE 2 | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| NAPA VALLEY NURSERY SCHOOL | ||||||||
| 641 RANDOLPH ST | NAPA | CA | 94559 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $8,735 | |
| NATIONAL CHILDREN'S CANCER SOCIETY | ||||||||
| ONE SOUTH MEMORIAL DRIVE SUITE 800 | ST LOUIS | MO | 63102 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| NEW ENGLAND AQUARIUM CORPORATION | ||||||||
| ONE CENTRAL WHARF | BOSTON | MA | 021103309 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| NEW ENGLAND CONSERVATORY OF MUSIC | ||||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 021155018 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| NOAH'S WISH | ||||||||
| PO BOX 4288 | EL DORADO HILLS | CA | 95762 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| NORTH BAY BMX | ||||||||
| 1753 YELLOWSTONE STREET | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| NORTHEAST ARC | ||||||||
| 1 SOUTHSIDE ROAD | DANVERS | MA | 01923 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| NORTHEAST HEALTH SYSTEM (FDN) | ||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| NORTH SHORE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 1 FERNCROFT ROAD | DANVERS | MA | 01923 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| NORTH SHORE ELDER SERVICES INC | ||||||||
| 300 ROSEWOOD DRIVE SUITE 200 | DANVER | MA | 019233581 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| NORTH SHORE HEALTH PROJECT | ||||||||
| 67 MIDDLE STREET | GLOUCESTE | MA | 019305763 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| NORTH SHORE UNITED WAY | ||||||||
| 100 CUMMINGS CENTER SUITE 231-C | BEVERLY | MA | 01915 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | 341-D |
| NORTHFIELD MOUNT HERMON SCHOOL | ||||||||
| ONE LAMLIGHTER WAY | MOUNT HERMON | MA | 01354 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| OASIS SANCTUARY FOUNDATION | ||||||||
| PO BOX 2166 | SCOTTSDALE | AZ | 85252 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| ON THE MOVE (VOICES NAPA) | ||||||||
| 780 LINCOLN AVENUE | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| THE OPEN DOOR PLACE OF HOSPITALITY INC | ||||||||
| 28 EMERSON AVENUE | GLOUCESTER | MA | 019302583 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| PEABODY ESSEX MUSEUM | ||||||||
| 161 ESSEX STREET | SALEM | MA | 01970 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS | ||||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 022151001 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| PROCTOR ACADEMY | ||||||||
| PO BOX 500 | ANDOVER | NH | 03216 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| QUEEN OF THE VALLEY MEDICAL CENTER | ||||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| ROBERT LOUIS STEVENSON SCHOOL STEVENSON ANNUAL FUND | ||||||||
| 3152 FOREST LAKE ROAD | PEBBLE BEACH | CA | 93953 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| SERVICE DOG PROJECT | ||||||||
| 37 BOXFORD ROAD | IPSWICH | MA | 01938 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| SMILE TRAIN INC | ||||||||
| 633 3RD AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| SUSAN B ANTHONY PROJECT | ||||||||
| 179 WATER STREET | TORRINGTON | CT | 067900846 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| THAYER SCHOOL OF ENGINEERING | ||||||||
| 14 ENGINEERING DRIVE | HANOVER | NH | 037559914 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| THE SHOE THAT GROWS | ||||||||
| 120 9TH AVENUE SUITE 110 | NAMPA | ID | 83651 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| THOROUGHBRED RETIREMENT FOUNDATION | ||||||||
| PO BOX 834 | SARATOGA SPRINGS | NY | 12866 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| TOYS FOR TOTS | ||||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| TRUSTEES OF RESERVATIONS | ||||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $4,000 | |
| UNITED STATES EQUESTRIAN FEDERATION | ||||||||
| 4047 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||
| 1305 WEST GREEN STREET MC-386 | URBANA | IL | 61801 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| VFW | ||||||||
| 406 W 34TH STREET | KANSAS CITY | MO | 64111 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| WELLSPRING HOUSE INC | ||||||||
| 302 ESSEX AVENUE | GLOUCESTER | MA | 01930 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| WENHAM HISTORICAL ASSOCIATION & MUSEUM | ||||||||
| 132 MAIN STREET | WENHAM | MA | 01984 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| WINDRUSH FARM THERAPEUTIC EQUITATION | ||||||||
| 479 LACY STREET | NORTH ANDOVER | MA | 01845 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| IPSWICH FAMILY YMCA & ROWLEY CAMPUS CO GERRY BEAUCHAMP | ||||||||
| 110 COUNTY ROAD | IPSWICH | MA | 01938 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| AFS MAINE AMERICANS ABROAD FUND | ||||||||
| 46 GLENVIEW ROAD | CUMBERLAND | ME | 04021 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| AGAWAM COUNCIL | ||||||||
| 6 FUNDY ROAD | FALMOUTH | MA | 04105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| AMERICAN RED CROSS | ||||||||
| 524 FOREST AVENUE | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| ASPEN COMMUNITY CHURCH | ||||||||
| 200 E BLEEKER STREET | ASPEN | CO | 81611 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| ASPEN HISTORICAL SOCIETY | ||||||||
| 620 WEST BLEEKER STREET | ASPEN | CO | 81611 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| ATLANTIC SALMON FEDERATION CONSERVATION FUND | ||||||||
| PO BOX 807 | CALAIS | ME | 046199975 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 625 MAIN STREET | WESTBROOK | ME | 040924120 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| BOYS & GIRLS CLUB OF GREATER PORTLAND | ||||||||
| PO BOX 7830 | PORTLAND | ME | 04112 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 441064923 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| CASE WESTERN RESERVE UNIVERSITY UNDERGRAD | ||||||||
| 10901 EUCLID AVENUE | CLEVELAND | OH | 441064923 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| CENTER FOR GRIEVING CHILDREN | ||||||||
| 555 FOREST AVENUE | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| CREATIVE PORTLAND | ||||||||
| 84 FREE ST | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| CURAMERICAS | ||||||||
| 318 W MILLBROOK RD STE 105 | RALEIGH | NC | 27609 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| DANIEL CARDILLO CHARITABLE FUND | ||||||||
| 245 MAIN STREET | ELLSWORTH | ME | 04605 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| DEERFIELD ACADEMY | ||||||||
| PO BOX 87 | DEERFIELD | MA | 013420306 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 1869 | MERRIFIELD | VA | 221169644 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| FAMILY CRISIS CENTER | ||||||||
| BOX 704 | PORTLAND | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| FAMILY ICE CENTER | ||||||||
| PO BOX 6127 | FALMOUTH | ME | 04105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| FAMILY PLANNING ASSOC OF MAINE | ||||||||
| PO BOX 587 | AUGUSTA | ME | 04332 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| FOOD RUNNERS | ||||||||
| 2579 WASHINGTON STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,500 | |
| FRIENDS OF CASCO BAY CAMPAIGN | ||||||||
| 2 FORT ROAD SOUTH | PORTLAND | ME | 04106 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| GOOD SHEPARD FOOD BANK | ||||||||
| PO BOX 587 | AUBURN | ME | 04211 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND | ||||||||
| 75 WASHINGTON AVE STE 300 | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| GREATER PORTLAND LANDMARKS | ||||||||
| 165 STATE STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| GULF OF MAINE RESEARCH INSTITUTE | ||||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| HABITAT FOR HUMANITY OF GREATER PORTLAND | ||||||||
| 659 WARREN AVENUE | PORTLAND | ME | 04103 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| HEIFER PROJECT INTERNATIONAL | ||||||||
| 1015 LOUISIANA STREET | LITTLE ROCK | AR | 72202 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| HISTORICAL SOCIETY OF FALMOUTH MAINE | ||||||||
| 6 INNKEEPERS LANE | FALMOUTH | ME | 04105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| HOSPICE OF SOUTHERN MAINE | ||||||||
| 465 CONGRESS STREET STE 600 | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $20,000 | |
| IMMIGRANT LEGAL ADVOCACY | ||||||||
| PO BOX 17917 | PORTLAND | ME | 04112 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| IRIS NETWORK | ||||||||
| 185 PARK AVE | PORTLAND | ME | 04102 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| JANE GOODALL INSTITUTE | ||||||||
| 1595 SPRING HILL ROAD 550 | VIENNA | VA | 22182 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| JESSIE B-C FUND | ||||||||
| 17 JESSIES LANE | CUMBERLAND | ME | 04021 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| JUILLIARD SCHOOL OF MUSIC | ||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 100236588 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| KIEVE AFFECTIVE EDUCATION INC | ||||||||
| PO BOX 169 | NOBLEBORO | ME | 045550169 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| KONBIT SANTE CAP-HAITIEN HEALTH | ||||||||
| 295 SPRING ST | PORTLAND | ME | 04102 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| LONG ISLAND COMMUNITY CENTER REVITALIZATION PROJECT | ||||||||
| PO BOX 263 | LONG ISLAND | ME | 04050 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| LONG ISLAND LIBRARY | ||||||||
| PO BOX 252 | LONG ISLAND | ME | 04050 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| LOON PRESERVATION COMM | ||||||||
| 183 LEES MILL RD | MOULTONBOROUGH | NH | 03254 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| MADD | ||||||||
| 118 E JOHN CARPENTER | IRVING | TX | 75062 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| MAINE ADAPTIVE SPORT AND RECREATION | ||||||||
| 8 SUNDANCE LANE | NEWRY | ME | 04261 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| MAINE AUDOBON SOCIETY | ||||||||
| 20 GISLAND FARM ROAD | FALMOUTH | ME | 04105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| MAINE COAST HERITAGE TRUST | ||||||||
| ONE MAIN STREET | TOPSHAM | ME | 04086 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| MAINE COLLEGE OF ART | ||||||||
| 522 CONGRESS STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| MAINE DEVELOPMENT FOUNDATION | ||||||||
| 2 BEECH ST SUITE 203 | HALLOWELL | ME | 04347 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| MAINE FARMLAND TRUST | ||||||||
| 97 MAIN STREET | BELFAST | ME | 04915 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| MAINE HISTORICAL SOCIETY | ||||||||
| 489 CONGRESS STREET | PORTLAND | ME | 041013498 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| MAINE HUTS AND TRAILS | ||||||||
| 375 MAIN STREET | KINGFIELD | ME | 04947 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| MAINE NARROW GAUGE RAILROAD & MUSEUM | ||||||||
| 58 FORE STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| MERCY HOSPITAL | ||||||||
| 144 STATE STREET | PORTLAND | ME | 041013795 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| MITCHELL INSTITUTE | ||||||||
| 75 WASHINGTON AVE | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| MMC | ||||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 04102 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| MMC | ||||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 04102 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | ||||||||
| 288 MAIN STREET | LANDER | WY | 825203140 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| NATIONAL PARKS CONSERVATION ASSOCATION | ||||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| OPPORTUNITY ALLIANCE | ||||||||
| 50 LYDIA LANE | SOUTH PORTLAND | ME | 04106 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| OXFAM AMERICA | ||||||||
| 226 CAUSEWAY ST | BOSTON | MA | 02114 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,500 | |
| PORTLAND COMMUNITY FREE CLINIC | ||||||||
| 103 INDIA STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| PORTLAND ENGLISH AS A SECOND LANGUAGE SCHOLARSHIP FUND | ||||||||
| PO BOX 281 | PORTLAND | ME | 04112 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| GREATER PORTLAND LANDMARKS | ||||||||
| 93 HIGH STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| PORTLAND MUSEUM OF ART | ||||||||
| SEVEN CONGRESS SQUARE | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| PORTLAND PUBLIC LIBRARY | ||||||||
| FIVE MONUMENT SQUARE STE 200 | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| PORTLAND STAGE COMPANY | ||||||||
| 25A FOREST AVENUE | PORTLAND | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| PORTLAND SYMPHONY ORCHESTRA | ||||||||
| 50 MONUMENT SQUARE | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| PSR MAINE | ||||||||
| PO BOX 4744 | PORTLAND | ME | 04112 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| SAFE | ||||||||
| PO BOX 206 | FREEPORT | ME | 04032 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| SEEDS OF PEACE | ||||||||
| 370 LEXINGTON AVENUE STE 1201 | NEW YORK | NY | 10017 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| SEEDS OF PEACE | ||||||||
| 370 LEXINGTON AVENUE STE 1201 | NEW YORK | NY | 10017 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| SNOWMASS COMMUNITY FUND | ||||||||
| PO BOX 5566 | SNOWMASS VILLAGE | CO | 81615 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| SOUTHERN MAINE AGENCY ON AGING | ||||||||
| 136 US ROUTE 1 | SCARBOROUGH | ME | 04074 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 | |
| ST LAWRENCE ARTS CENTER | ||||||||
| 76 CONGRESS STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| STANFORD UNIVERSITY | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 943056105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| TATE HOUSE MUSEUM | ||||||||
| 1267 WESTBROOK ST | PORTLAND | ME | 04102 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| TROUT UNLIMITED SEBAGO CHAPTER | ||||||||
| PO BOX 623 | YARMOUTH | ME | 04096 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| TROUT UNLIMITED UNLT | ||||||||
| 267 SCRIBNER HILL ROAD | MANCHESTER | ME | 04351 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| UNITED WAY OF GREATER PORTLAND | ||||||||
| PO BOX 15200 | PORTLAND | ME | 041125200 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| UNIVERSITY OF NEW ENGLAND GALLERY OF ART | ||||||||
| 716 STEVENS AVENUE | PORTLAND | ME | 04103 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| VNA HOME HEALTH CARE | ||||||||
| 144 STATE STREET | PORTLAND | ME | 041019942 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| BAXTER ACADEMY | ||||||||
| 185 LANCASTER STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| GOOD THEATER | ||||||||
| 76 CONGRESS ST | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 | |
| BAHAMAS RED CROSS (DAVID AND CHARLES) | ||||||||
| PO BOX 2203 | S HAMILTON MA | MA | 01982 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| WORLD CENTRAL KITCHEN (DAVID AND CHARLES) | ||||||||
| 108 MAIN STREET | GLOUCESTER | MA | 01930 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 | |
| APTOS SPORTS FOUNDATION | ||||||||
| 9119 SOQUEL DRIVE | APTOS | CA | 95003 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $672 | |
| THE COLORADO COLLEGE ANNUAL FUND | ||||||||
| PO BOX 1117 | COLORADO SPRINGS | CO | 809019897 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,004 | |
| SPCA OF SANTA CRUZ | ||||||||
| PO BOX 3800 | SANTA CRUZ | CA | 95063 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| ST FRANCIS OF ASSISI | ||||||||
| 3413 OLD BAINBRIDGE RD | TALLAHASSEE | FL | 32303 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,500 | |
| COAST GUARD FOUNDATION | ||||||||
| 394 TAUGWONK ROAD | STONINGTON | CT | 06378 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| UMBRELLA CO BIKE ECONOMICS | ||||||||
| 820 SW 2ND AVE SUITE 200 | PORTLAND | OR | 97204 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $200 | |
| VITA VERDE NATURE EDUCATION | ||||||||
| 3540 LA HONDA ROAD | SAN GREGORIO | CA | 94074 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| KIVA | ||||||||
| 875 HOWARD STREET SUITE 340 | SAN FRANCISCO | CA | 94103 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,845 | |
| HABITAT FOR HUMANITY OF SANTA CRUZ COUNTY | ||||||||
| 108 MAGNOLIA STREET | SANT CRUZ | CA | 95062 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,535 | |
| FARM & WILDERNESS | ||||||||
| 263 FARM WILDERNESS ROAD | PLYMOUTH | VT | 050569434 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,190 | |
| FOOD RUNNERS | ||||||||
| 2579 WASHINGTON STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,690 | |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | ||||||||
| 288 MAIN STREET | LANDER | WY | 825203140 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $923 | |
| SURFRIDER FOUNDATION SANTA CRUZ CHAPTER | ||||||||
| 2222 E CLIFF DR | SANTA CRUZ | CA | 95062 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $923 | |
| SURFRIDER FOUNDATION | ||||||||
| 942 CALLE NEGOCIO SUITE 350 | SAN CLEMENTE | CA | 92673 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| TROUT UNLIMITED STEINBECK COUNTRY CHAPTER | ||||||||
| 76 VALLE VISTA | CARMEL VALLEY | CA | 93924 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,035 | |
| COMMUNITY FOUNDATION OF SANTA CRUZ COUNTY | ||||||||
| 7807 SOQUEL DRIVE | APTOS | CA | 95003 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $4,267 | |
| HEAL THE BAY | ||||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $922 | |
| HEIFER PROJECT INTERNATIONAL | ||||||||
| 1015 LOUISIANA STREET | LITTLE ROCK | AR | 72202 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,580 | |
| PENINSULA OPEN SPACE TRUST | ||||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $422 | |
| SAN FRANCISCO BAYKEEPER | ||||||||
| 785 MARKET STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $422 | |
| THE UCSB FOUNDATION | ||||||||
| UCSB FOUNDATION C/O UCSB | SANTA BARBARA | CA | 931061130 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $422 | |
| PLANNED PARENTHOOD SANTA CRUZ | ||||||||
| 1119 PACIFIC AVE | SANTA CRUZ | CA | 95060 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $7,380 | |
| KAZU | ||||||||
| 100 BUILDING 201 ROOM 317 | SEASIDE | CA | 93955 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,035 | |
| LAND TRUST OF SANTA CRUZ COUNTY | ||||||||
| 617 WATER STREET | SANTA CRUZ | CA | 95060 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,380 | |
| WALNUT AVE WOMEN'S CENTER | ||||||||
| 303 WALNUT AVENUE | SANTA CRUZ | CA | 95060 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,267 | |
| THE NATURE CONSERVANCY OF CALIFORNIA | ||||||||
| 201 MISSION ST FL 4 | SAN FRANCISCO | CA | 94105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $8,225 | |
| PAJARO VALLEY LOAVES AND FISHES | ||||||||
| 150 SECOND STREET | WATSONVILLE | CA | 95087 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,845 | |
| GREY BEARS | ||||||||
| 2710 CHANTICLEER AVE | SANTA CRUZ | CA | 95065 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $4,535 | |
| BIRDSONG NATURE CENTER | ||||||||
| 2106 MERIDIAN RD | THOMASVILLE | GA | 31792 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 | |
| SANTA CRUZ HUB FOR SUSTAINABLE TRANSPORTATION | ||||||||
| 703 PACIFIC AVE | SANTA CRUZ | CA | 95060 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $200 | |
| NATIVE ANIMAL RESCUE | ||||||||
| 1855 17TH AVE | SANTA CRUZ | CA | 95062 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $200 | |
| OCEANSWIDE | ||||||||
| 68 MAIN STREET | NEWCASTLE | ME | 04553 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $253 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 800 OHLONE PARKWAY | WATSONVILLE | CA | 950767005 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $4,535 | |
| MONTEREY BAY AQUARIUM FOUNDATION | ||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| JACOB'S HEART CHILDREN'S CANCER SUPPORT | ||||||||
| 680 W BEACH ST | WATSONVILLE | CA | 95076 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| HORSE AND HEART RANCH | ||||||||
| 5017 IRONWOOD DR | SOQUEL | CA | 95073 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $300 | |
| THE RIEKES CENTER FOR HUMAN ENHANCEMENT | ||||||||
| 3455 EDISON WAY | MENLO PARK | CA | 94025 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 | |
| MOSS LANDING MARINE LAB | ||||||||
| 8272 MOSS LANDING RD | MOSS LANDING | CA | 95039 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 37839 | BOONE | IA | 500370839 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $6,225 | |
| DAY WORKER CENTER | ||||||||
| 406 MAIN ST SUITE 207 | WATSONVILLE | CA | 95076 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,250 | |
| SEEDS OF PEACE | ||||||||
| 370 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $845 | |
| NATURE CONSERVANCY (THE NATIONAL) | ||||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,690 | |
| STANFORD UNIVERSITY | ||||||||
| DEVELOPMENT SERVICES PO BOX 20466 | STANFORD | CA | 943090466 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,690 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $845 | |
| SANTA CRUZ MONTESSORI | ||||||||
| 6230 SOQUEL DR | APTOS | CA | 95003 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $7,000 | |
| LIFE LAB SCIENCE PROGRAM | ||||||||
| 1156 HIGH ST | SANTA CRUZ | CA | 95064 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,500 | |
| CALIFORNIA ALLIANCE WITH FAMILY FARMERS | ||||||||
| PO BOX 363 | DAVIS | CA | 95617 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| SCRAP | ||||||||
| 801 TOLAND ST | SAN FRANCISCO | CA | 94124 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 | |
| WATSONVILLE WETLANDS WATCH | ||||||||
| PO BOX 363 | FREEDOM | CA | 95019 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 | |
| GIRLS INC OF THE CENTRAL COAST | ||||||||
| 318 CAYUGA ST SUITE 206 | SALINAS | CA | 93901 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| IUPUI | ||||||||
| PO BOX 7072 | INDIANPOLIS | IN | 46207 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $845 | |
| HABITAT FOR HUMANITY | ||||||||
| 690 BROADWAY STREET | REDWOOD CITY | CA | 94063 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,590 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 20077 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,190 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $408 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 20077 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $462,520 | 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 | $325,396 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $311,200 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $636,596 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $636,596 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $3,937 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,937 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ANTHEM NC SR NT | $100,899 | $101,434 |
| ISHARES INTERMIDIATE CEDIT BOND ETF | $136,029 | $147,849 |
| VANGUARD INTERMIDIATE TERM BOND FUND | $175,221 | $180,982 |
| VANGUARD S/T INVEST GR ADM DTD 9/1/2009 | $279,269 | $280,240 |
| FRK LIBERTY SHORT DURATION US GOVT ETF | $98,324 | $93,630 |
| FRANKLIN TOTAL RETURN FD ADV DTD 06/20/84 | $289,802 | $292,656 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (51 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $107,334 | $234,522 |
| AMERICAN TOWER REIT INC | $85,375 | $413,676 |
| AMERICAN WATER WORKS CO INC | $150,830 | $208,845 |
| ANALOG DEVICES INC | $139,065 | $246,593 |
| APPLE INC | $41,210 | $323,015 |
| ARTISAN SMALL CAP FUND | $117,858 | $133,108 |
| BANK OF AMERICA CORP | $295,436 | $327,546 |
| BLACKROCK INC | $55,113 | $150,810 |
| BOEING CO | $67,915 | $179,168 |
| CHEVRON CORP | $176,966 | $183,778 |
| CISCO SYSTEMS INC | $141,687 | $270,974 |
| COMACAST CORP CL A | $98,513 | $134,910 |
| CUMMINS INC | $198,205 | $223,700 |
| DOMINION ENERGY INC | $199,201 | $231,896 |
| DOWDUPONT INC | $92,060 | $74,857 |
| FRANKLIN SMALL CAP VALUE FUND | $80,077 | $109,810 |
| HONEYWELL INTL INC | $159,405 | $194,700 |
| J P MORGAN CHASE & CO | $197,881 | $432,140 |
| JOHNSON & JOHNSON CO | $197,126 | $218,805 |
| LAS VEGAS SANDS CORP | $182,309 | $186,408 |
| LOWES COS INC | $71,190 | $220,957 |
| MEDTRONIC PLC | $139,395 | $192,865 |
| MERCK & CO INC | $273,897 | $381,990 |
| METLIFE INC | $142,522 | $203,880 |
| MICROCHIP TECHNOLOGY INC | $66,973 | $240,856 |
| MICROSOFT CORP | $180,810 | $630,800 |
| MORGAN STANLEY | $150,870 | $158,472 |
| NESTLE S A SPONSORED ADR REPSTG REG SH | $173,017 | $324,780 |
| NEXTERA ENERGY INC | $289,064 | $411,672 |
| OCCIDENTAL PETROLEUM CORP | $128,634 | $82,420 |
| PEPSICO INC | $157,552 | $191,338 |
| PFIZER INC | $166,729 | $195,900 |
| ROYAL DUTCH PLC ADR | $208,864 | $188,736 |
| SUNCOR ENERGY INC | $96,481 | $91,840 |
| TELUS CORP | $180,623 | $193,650 |
| TEXAS INSTRUMENTS INC | $202,020 | $230,922 |
| UNITED PARCEL SVC INC CL B | $147,879 | $163,884 |
| US BANCORP DEL COM NEW | $242,594 | $284,592 |
| WALMART INC | $174,596 | $225,796 |
| ASTRAZENECA PLC SPONS ADR | $135,641 | $189,468 |
| CVS HEALTH CORP | $99,820 | $141,151 |
| DUKE ENERGY CORP | $144,614 | $150,497 |
| INTEL CORP | $172,896 | $209,475 |
| MCDONALD'S CORP | $125,696 | $138,327 |
| PROCTER & GAMBLE CO | $142,469 | $187,350 |
| RAYTHEON CO NEW | $119,795 | $164,805 |
| STARBUCKS CORP | $179,195 | $246,176 |
| TARGET CORP | $90,360 | $166,673 |
| TRUIST FINANCIAL CORP | $192,052 | $202,752 |
| UNITEDHEALTH GROUP INC | $101,507 | $124,942 |
| VERIZON COMMUNICATIONS INC | $99,099 | $110,520 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FRANKLIN K2 ALTERNATIVE STGIES FUND CL Z | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $821,286 | BookValueAmt |
| EOYFMV | $868,219 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FACTORED MUTUAL FUND ADJUSTMENT | $2,418 |
| RETURN OF CAPITAL COST ADJUSTMENT | $1,928 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENTS MANAGEMENT FEES | $56,910 | $45,528 | $11,382 |
| ADR FEES | $407 | $407 | $0 |
| ANNUAL FILING FEE | $50 | $0 | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $5,677 | $5,677 | $0 |
| FEDERAL EXCISE TAX | $26,230 | $0 | $0 |
Comments