ROCKING MOON FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROCKING MOON FOUNDATION INC (EIN 05-0545520)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202023179349101577
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T11:31:49-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521073331 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMBO JONES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6116 EXECUTIVE BLVD SUITE 500 | AddressLine1Txt |
| City | NORTH BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | 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 | 050545520 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKING MOON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ELLEN SUDOW | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCK | BusinessNameControlTxt |
| Phone | 2026307630 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5630 WISCONSIN AVENUE NO 1201 | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN SUDOW | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2026307630 | PhoneNum |
| Signature | 2020-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STANLEY SOBEL | PreparerPersonNm |
| PTIN | P00733730 | PTIN |
| Phone | 3017705100 | PhoneNum |
| Preparation | 2020-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.190.196.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-07 | IPDt |
| IP Tm | 12:20:26 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A694034E8A8FEC6018E4F94E35D0252DE3408406 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A8239EC74622D5899F85B60E19583B7D65CC04C4 | 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 | $14,822,625 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,104,289 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $313,110 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $313,110 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $6,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $6,000 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$52,766 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $524,096 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,605,335 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $524,096 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,947,495 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $843,206 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $33,808 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,260 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $36,636 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75,048 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,506 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $156,752 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,766 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,122,920 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,122,920 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,279,672 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,766 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,122,920 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $667,823 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $784,440 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $340,268 | CashEOYAmt |
| Cash EOYFMV | $340,268 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $142,598 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,046 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,046 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,533,834 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $742,605 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,533,834 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,533,834 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $10,386,042 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,968,180 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,849,045 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,257 | OtherAssetsBOYAmt |
| Other Assets EOY | $432 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $432 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,273,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,941,760 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,822,625 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,116 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,550 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,116 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,550 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,235,829 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,235,829 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $36,558 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $36,558 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $667,823 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,272,387 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,940,210 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,273,503 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,941,760 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,272,387 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $667,823 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,940,210 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,940,210 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| EDWARD JONES - NOMINEE | D | $1,104,356 | $1,104,289 | $67 | $67 |
| CAPITAL INCOME BUILDER | P | $150,000 | $145,143 | $4,857 | $4,857 |
| CAPITAL WORLD GROWTH AND INCOME | P | $1,052,227 | $828,314 | $223,913 | $223,913 |
| TERRA ALPHA FUND | P | $394 | -$394 | -$394 | |
| TERRA ALPHA FUND | P | $3,099 | -$3,099 | -$3,099 | |
| CAPITAL GAINS DIVIDENDS | P | $298,752 | $298,752 | $298,752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $524,096 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,076,485 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,358,578 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.087104 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,292,162 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,572,496 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.102777 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $878,458 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,874,519 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.073978 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $858,659 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,511,236 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068631 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $893,252 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,972,076 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063931 | DistributionYr5Rt |
| Total Distribution | 0.396421 | TotalDistributionRt |
| Average Distribution | 0.079284 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,782,217 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $934,141 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,844 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $941,985 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,122,920 | 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 | $7,844 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,844 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,844 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,808 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,808 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $27,964 | OverpaymentAmt |
| Applied To ES Tax | $27,964 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ELLEN L SUDOW | IndividualWithBooksNm |
| Phone | 2026307630 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5630 WISCONSIN AVENUE | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSEPH R HIGDON | ||||||||
| 5630 WISCONSIN AVENUE 1201 | CHEVY CHASE | MD | 20815 | PRESIDENT, DIRECTOR | 0.00 | $0 | $0 | $0 |
| ELLEN L SUDOW | ||||||||
| 5630 WISCONSIN AVENUE 1201 | CHEVY CHASE | MD | 20815 | VP, SEC, TREAS, DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT J HIGDON | ||||||||
| 5630 WISCONSIN AVENUE 1201 | CHEVY CHASE | MD | 20815 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SARAH HIGDON-SUDOW | ||||||||
| 5630 WISCONSIN AVENUE 1201 | CHEVY CHASE | MD | 20815 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM J HIGDON-SUDOW | ||||||||
| 5630 WISCONSIN AVENUE 1201 | CHEVY CHASE | MD | 20815 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JESSE K GILLESPIE | ||||||||
| 5630 WISCONSIN AVENUE 1201 | CHEVY CHASE | MD | 20815 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,566,986 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $394,656 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,961,642 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,961,642 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $179,425 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,782,217 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $589,111 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $589,111 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,844 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,844 | TotalTaxAmt |
| Distributable Before Adj | $581,267 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $581,267 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $581,267 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,122,920 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,122,920 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,844 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,115,076 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $581,267 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $214,144 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $250,779 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $297,816 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $682,713 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $480,586 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,926,038 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,122,920 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $581,267 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $541,653 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,467,691 | 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 | $214,144 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,253,547 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $250,779 | ExcessFromYear4Amt |
| Excess From Year3 | $297,816 | ExcessFromYear3Amt |
| Excess From Year2 | $682,713 | ExcessFromYear2Amt |
| Excess From Year1 | $480,586 | ExcessFromYear1Amt |
| Excess From Current Year | $541,653 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH R HIGDON | ContributingManagerNm |
| Contributing Manager | ELLEN L SUDOW | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU OF MAINE FOUNDATION | |||||||
| P O BOX 7548 | PORTLAND | ME | 04112 | NONE | 501(C)(3) | PROGRAM SUPPORT - YOUTH JUSTICE REFORM | $70,000 |
| ALI FORNEY CENTER | |||||||
| 224 WEST 35TH STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT (YEAR 1 OF 3) | $100,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | NONE | 501(C)(3) | PROGRAM SUPPORT - LGBT PROGRAM | $70,000 |
| AREA INTERFAITH OUTREACH | |||||||
| P O BOX 113 | ROCKLAND | ME | 04841 | NONE | 501(C)(3) | PROGRAM SUPPORT - KNOX COUNTY BACKPACK PROGRAM | $15,000 |
| BAILEY HOUSE | |||||||
| 1751 PARK AVENUE | NEW YORK | NY | 10035 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $60,000 |
| BOYS AND GIRLS CLUBS OF SOUTHERN MAINE | |||||||
| P O BOX 7830 | PORTLAND | ME | 04112 | NONE | 501(C)(3) | PROGRAM SUPPORT - ASYLUM SEEKER SUPPORT | $10,000 |
| BRIGHT BEGINNINGS | |||||||
| 3418 FOURTH STREET S E | WASHINGTON | DC | 20032 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 |
| CHILDHOOD BRAIN TUMOR FOUNDATION | |||||||
| 20312 WATKINS MEADOW DRIVE | GERMANTOWN | MD | 20876 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $30,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVENUE | BETHESDA | MD | 20814 | NONE | 501(C)(3) | PROGRAM SUPPORT - COMPASS PROGRAM | $50,000 |
| IMMIGRANT LEGAL ADVOCACY PROJECT | |||||||
| P O BOX 17917 | PORTLAND | ME | 04112 | NONE | 501(C)(3) | PROGRAM SUPPORT - ASYLUM SEEKER RESPONSE | $45,000 |
| IMMIGRATION LEGAL ADVOCACY PROJECT | |||||||
| P O BOX 17917 | PORTLAND | ME | 04112 | NONE | 501(C)(3) | CAPACITY BUILDING SUPPORT - OUTREACH AND LEGAL SERVICES (YEAR 3 OF 3) | $80,000 |
| ISLAND INSTITUTE | |||||||
| P O BOX 648 386 MAIN STREET | ROCKLAND | ME | 04841 | NONE | 501(C)(3) | MATCHING GRANT - TOM GLENN COMMUNITY DEVELOPMENT FUND | $60,000 |
| KNOX COUNTY HOMELESS COALITION | |||||||
| P O BOX 1696 | ROCKLAND | ME | 04841 | NONE | 501(C)(3) | PROGRAM SUPPORT - THE LANDING PLACE (YEAR 3 OF 5) | $60,000 |
| LGBT COMMUNITY CENTER | |||||||
| 208 W 13TH STREET | NEW YORK | NY | 10011 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT (YEAR 1 OF 3) | $50,000 |
| MAINE IMMIGRANTS RIGHTS COALITION | |||||||
| 24 PREBLE STREET | PORTLAND | ME | 04101 | NONE | 501(C)(3) | PROGRAM SUPPORT - ASYLUM SEEKER RESPONSE | $10,000 |
| MAINE INITIATIVES | |||||||
| 56 NORTH STREET | PORTLAND | ME | 04101 | NONE | 501(C)(3) | PROGRAM SUPPORT - MAINE YOUTH JUSTICE CAMPAIGN | $25,000 |
| MAINE INITIATIVES | |||||||
| 56 NORTH STREET | PORTLAND | ME | 04101 | NONE | 501(C)(3) | PROGRAM SUPPORT - SOLIDARITY FUND FOR ASYLUM SEEKER RESPONSE | $25,000 |
| MAINE INITIATIVES | |||||||
| 56 NORTH STREET | PORTLAND | ME | 04101 | NONE | 501(C)(3) | PROGRAM SUPPORT - REFUGEE AND IMMIGRANT FUNDERS COLLABORATIVE | $500 |
| OPEN CITY ADVOCATES | |||||||
| 4202 BENNING ROAD N E | WASHINGTON | DC | 20019 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 |
| OPPORTUNITY NETWORK | |||||||
| 85 BROAD STREET | NEW YORK | NY | 10004 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT AND SCHOLARSHIPS (YEAR 3 OF 3) | $70,000 |
| OUT MAINE | |||||||
| P O BOX 1723 | ROCKLAND | ME | 04572 | NONE | 501(C)(3) | CAPACITY BUILDING SUPPORT - (YEAR 1 OF 3) | $51,920 |
| POPE MEMORIAL HUMANE SOCIETY OF KNOX COUNTY | |||||||
| P O BOX 1294 | ROCKLAND | ME | 04841 | NONE | 501(C)(3) | PROGRAM SUPPORT - K-9 CORRECTIONS PROGRAM | $5,500 |
| PREBLE STREET | |||||||
| 38 PREBLE STREET | PORTLAND | ME | 04101 | NONE | 501(C)(3) | PROGRAM SUPPORT - ASYLUM SEEKER RESPONSE | $10,000 |
| THE TREVOR PROJECT | |||||||
| P O BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | 501(C)(3) | PROGRAM SUPPORT - EXPLANATION OF ONLINE CHAT/TEXT SUPPORT SERVICES FOR LGBTQ YOUTH | $25,000 |
| TREE STREET YOUTH | |||||||
| 144 HOWE STREET | LEWISTON | ME | 04240 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 |
| UNIVERSITY OF SOUTHERN MAINE | |||||||
| P O BOX 9300 96 FALMOUTH STREET | PORTLAND | ME | 04104 | NONE | 501(C)(3) | PROGRAM SUPPORT - JUSTICE POLICY PROGRAM (PLACE MATTERS REPORT) | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,122,920 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALI FORNEY CENTER | |||||||
| 224 WEST 35TH STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT (YEARS 2 AND 3) | $200,000 |
| LGBT COMMUNITY CENTER | |||||||
| 208 W 13TH STREET | NEW YORK | NY | 10011 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT (YEARS 2 AND 3) | $100,000 |
| OUT MAINE | |||||||
| P O BOX 1723 | ROCKLAND | ME | 04572 | NONE | 501(C)(3) | CAPACITY BUILDING SUPPORT (YEARS 2 ($64,570) AND 3 ($65,445) | $130,015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $430,015 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $313,110 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$52,766 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $298,752 | ExclusionAmt |
| Related Or Exempt Function Incm | $225,344 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $559,096 | ExclusionAmt |
| Related Or Exempt Function Incm | $225,344 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $784,440 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | GAINS ON INVESTMENT ASSETS ARE USED FOR INCREASED GRANTS TO CHARITABLE ORGANIZATIONS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOSEPH HIGDON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 128 STATES POINT ROAD | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04860 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,104,289 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (12 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | LUMENTUM - 1 SHARE | $47 | 2019-04-08 |
| 1 | MEDTRONIC - 14 SHARES | $1,180 | 2019-04-18 |
| 1 | ABBVIE - 40 SHARES | $3,263 | 2019-04-08 |
| 1 | BRIGHTHOUSE FINANCIAL - 12 SHARES | $403 | 2019-04-08 |
| 1 | CITRIX SYSTEMS - 59 SHARES | $6,451 | 2019-11-13 |
| 1 | DELL TECHNOLOGIES - 158 SHARES | $9,588 | 2019-04-08 |
| 1 | LIGAND PHARMACEUTICALS - 5 SHARES | $588 | 2019-04-08 |
| 1 | LOGMEIN - 10 SHARES | $785 | 2019-04-08 |
| 1 | MICROCHIP TECHNOLOGIES - 3,870 SHARES | $357,489 | 2019-04-08 |
| 1 | NVIDIA - 3,891 SHARES | $722,377 | 2019-07-15 |
| 1 | PAYPAL HOLDINGS - 14 SHARES | $1,429 | 2019-04-08 |
| 1 | MYLAN NV - 27 SHARES | $689 | 2019-04-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND LEGAL | CategoryTxt |
| Amt | $11,260 | Amt |
| Net Investment Income | $11,260 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN FUNDS | AT COST | $8,339,105 | $10,795,515 |
| CARD BANK-CD-PROGRAM RELATED INVESTMENT | AT COST | $198,619 | $198,619 |
| NOTE RECEIVABLE-ISLAND AND COASTAL INNOVATION FUND - PROGRAM RELATED INVESTM | AT COST | $100,000 | $100,000 |
| NOTE RECEIVABLE-COASTAL ENTERPRISE, INC-PROGRAM RELATED INVESTMENT | AT COST | $115,363 | $115,363 |
| CARD BANK-PROGRAM RELATED INVESTMENT | AT COST | $100,000 | $100,000 |
| TERRA ALPHA FUND | AT COST | $1,009,003 | $1,433,458 |
| NOTE RECEIVABLE-GENESIS-PROGRAM RELATED INVESTMENT | AT COST | $106,090 | $106,090 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $2,257 | BOYBookValueAmt |
| EOY Book Value | $432 | EOYBookValueAmt |
| EOYFMV | $432 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES | $5,169 | $0 | $0 |
| TERRA ALPHA - PORTFOLIO EXPENSES | $21,527 | $0 | $0 |
| TERRA ALPHA - OTHER EXPENSES | $846 | $0 | $0 |
| INSURANCE | $3,794 | $3,794 | $0 |
| UTILITIES | $13,035 | $13,035 | $0 |
| MAINTENANCE | $8,228 | $8,228 | $0 |
| MANAGEMENT FEE | $12,000 | $12,000 | $0 |
| SECURITY | $8,174 | $8,174 | $0 |
| OTHER EXPENSE | $2,275 | $2,275 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNTS PAYABLE AND DEPOSITS | Desc |
| BOY Book Value | $1,116 | BOYBookValueAmt |
| EOY Book Value | $1,550 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON DIVIDENDS | $5,109 | $0 | $0 |
| FOREIGN TAXES ON DIVIDENDS-TERRA ALPHA | $3,908 | $0 | $0 |
| PAYROLL TAX | $2,619 | $0 | $0 |
| FEDERAL TAX | $25,000 | $0 | $0 |
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