APPLE LANE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- APPLE LANE FOUNDATION INC (EIN 06-1501640)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201931349349103488
- Schema version
- 2018v3.1
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T15:36:40-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | C/O 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 | 2019-05-13 | 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 | 144.121.225.40 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 14:48:35 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F77507AFE88125DF8B245D7959975DFA771A2FFA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C6ECE8608005A64EADD45941A9C4542EF2A9A82B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,811,803 | 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 | $278,104 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $273,912 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,075,600 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,576,603 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,075,600 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,700 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $60,522 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,355,404 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,410,034 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,925 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,568 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,360 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,208 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,241 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,241 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $350 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $350 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,084 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,601 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,483 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $545,972 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $545,972 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $613,056 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,601 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $561,455 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,742,348 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,358,433 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,171 | CashBOYAmt |
| Cash EOY | $99,971 | CashEOYAmt |
| Cash EOYFMV | $99,971 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $105,674 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,429 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,429 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,730,577 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,438,748 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,727,093 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,079,177 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,079,742 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,048,801 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $802,750 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $821,286 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $815,509 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,818,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,560,176 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,811,803 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,818,349 | 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 | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,818,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,560,176 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,818,349 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,560,176 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,818,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,742,348 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,031 | OtherIncreasesAmt |
| Subtotal | $9,561,728 | SubtotalAmt |
| Other Decreases | $1,552 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,560,176 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (79 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBOTT LABS | P | 2015-10-12 | 2018-09-04 | $140,556 | $87,469 | $53,087 | $53,087 |
| ABBOTT LABS | P | 2016-04-28 | 2018-09-04 | $13,386 | $8,251 | $5,135 | $5,135 |
| ALPHABET INC CLASS C | P | 2011-12-07 | 2018-09-04 | $23,940 | $6,205 | $17,735 | $17,735 |
| ALPHABET INC CL A | P | 2011-12-07 | 2018-09-04 | $24,229 | $6,206 | $18,023 | $18,023 |
| AMAZON COM INC | P | 2011-07-20 | 2018-03-29 | $143,657 | $21,584 | $122,073 | $122,073 |
| AMAZON COM INC | P | 2011-07-20 | 2018-12-18 | $155,967 | $21,584 | $134,383 | $134,383 |
| AMAZON COM INC | P | 2011-07-20 | 2018-03-15 | $79,436 | $10,792 | $68,644 | $68,644 |
| AMAZON COM INC | P | 2014-04-30 | 2018-03-15 | $79,436 | $15,175 | $64,261 | $64,261 |
| AMERICAN TOWER REIT INC | P | 2011-07-20 | 2018-12-18 | $40,618 | $13,076 | $27,542 | $27,542 |
| AMERICAN TOWER REIT INC | P | 2011-02-02 | 2018-12-18 | $24,371 | $7,788 | $16,583 | $16,583 |
| APPLE COMPUTER INC NPV | P | 2010-08-02 | 2018-03-22 | $12,734 | $2,810 | $9,924 | $9,924 |
| APPLE COMPUTER INC NPV | P | 2011-03-11 | 2018-03-22 | $41,598 | $12,324 | $29,274 | $29,274 |
| APPLE COMPUTER INC NPV | P | 2011-02-02 | 2018-03-22 | $47,541 | $13,783 | $33,758 | $33,758 |
| BERKSHIRE HATHAWAY INC | P | 2004-02-09 | 2018-03-22 | $50,001 | $15,075 | $34,926 | $34,926 |
| BERKSHIRE HATHAWAY INC | P | 2004-06-09 | 2018-03-22 | $220,003 | $65,780 | $154,223 | $154,223 |
| BERKSHIRE HATHAWAY INC | P | 2004-08-13 | 2018-03-22 | $100,001 | $28,400 | $71,601 | $71,601 |
| BOEING CO | P | 2015-02-06 | 2018-03-22 | $146,351 | $65,320 | $81,031 | $81,031 |
| BRIGHTHOUSE FINANCIAL INC | P | 2015-08-04 | 2018-03-15 | $9,605 | $12,201 | -$2,596 | -$2,596 |
| BRIGHTHOUSE FINANCIAL INC | P | 2016-08-05 | 2018-03-15 | $9,629 | $9,024 | $605 | $605 |
| BRIGHTHOUSE FINANCIAL INC | P | 2016-02-19 | 2018-03-15 | $9,629 | $8,502 | $1,127 | $1,127 |
| CELGENE CORP | P | 2014-04-24 | 2018-03-15 | $36,370 | $28,027 | $8,343 | $8,343 |
| CELGENE CORP | P | 2011-03-11 | 2018-03-15 | $181,851 | $53,439 | $128,412 | $128,412 |
| CELGENE CORP | P | 2011-02-02 | 2018-03-15 | $31,824 | $9,292 | $22,532 | $22,532 |
| CHURCH & DWIGHT INC | P | 2010-01-15 | 2018-03-15 | $9,925 | $3,136 | $6,789 | $6,789 |
| CHURCH & DWIGHT INC | P | 2009-08-27 | 2018-03-15 | $9,925 | $2,869 | $7,056 | $7,056 |
| CHURCH & DWIGHT INC | P | 2009-08-06 | 2018-03-15 | $39,699 | $11,467 | $28,232 | $28,232 |
| CHURCH & DWIGHT INC | P | 2009-08-27 | 2018-03-15 | $19,849 | $5,714 | $14,135 | $14,135 |
| CHURCH & DWIGHT INC | P | 2009-04-07 | 2018-03-15 | $79,397 | $21,476 | $57,921 | $57,921 |
| CHURCH & DWIGHT INC | P | 2009-06-16 | 2018-03-15 | $39,699 | $10,305 | $29,394 | $29,394 |
| CHURCH & DWIGHT INC | P | 2009-06-16 | 2018-03-15 | $29,774 | $7,715 | $22,059 | $22,059 |
| CHURCH & DWIGHT INC | P | 2014-07-02 | 2018-03-15 | $19,849 | $13,847 | $6,002 | $6,002 |
| COSTCO WHSL CORP NEW | P | 2015-02-11 | 2018-09-04 | $95,055 | $59,596 | $35,459 | $35,459 |
| COSTCO WHSL CORP NEW | P | 2015-08-04 | 2018-09-04 | $22,297 | $13,746 | $8,551 | $8,551 |
| DIAGEO PLC SPONSORED ADR NEW | P | 2011-03-11 | 2018-09-04 | $149,943 | $82,107 | $67,836 | $67,836 |
| DIAGEO PLC SPONSORED ADR NEW | P | 2011-03-11 | 2018-09-04 | $27,896 | $15,245 | $12,651 | $12,651 |
| DISNEY WALT CO | P | 2017-03-02 | 2018-03-15 | $31,172 | $33,306 | -$2,134 | -$2,134 |
| DISCOVER FINANCIAL SERVICES (USD) | P | 2014-10-30 | 2018-03-22 | $36,793 | $31,537 | $5,256 | $5,256 |
| DISCOVER FINANCIAL SERVICES (USD) | P | 2013-11-06 | 2018-03-22 | $183,965 | $131,332 | $52,633 | $52,633 |
| ENTERPRISE PRODUCTS PARTNERS LP | P | 2012-08-01 | 2018-03-15 | $20,514 | $21,477 | -$963 | -$963 |
| ENTERPRISE PRODUCTS PARTNERS LP | P | 2012-09-25 | 2018-03-15 | $41,028 | $42,456 | -$1,428 | -$1,428 |
| ENTERPRISE PRODUCTS PARTNERS LP | P | 2016-02-22 | 2018-03-15 | $41,028 | $37,324 | $3,704 | $3,704 |
| EXXON MOBIL CORP | P | 2004-02-09 | 2018-03-15 | $44,803 | $24,552 | $20,251 | $20,251 |
| FACEBOOK INC CL A | P | 2015-11-09 | 2018-03-22 | $132,819 | $85,230 | $47,589 | $47,589 |
| GARRETT MOTION INC | P | 2018-03-15 | 2018-10-08 | $1,826 | $1,751 | $75 | $75 |
| GENERAL ELEC CO | P | 2013-05-28 | 2018-12-18 | $14,891 | $47,394 | -$32,503 | -$32,503 |
| GENERAL ELEC CO | P | 2013-05-20 | 2018-12-18 | $29,782 | $93,875 | -$64,093 | -$64,093 |
| GENERAL ELEC CO | P | 2017-12-14 | 2018-12-18 | $37,228 | $88,405 | -$51,177 | -$51,177 |
| GILEAD SCIENCES INC | P | 2012-08-01 | 2018-09-04 | $96,361 | $34,836 | $61,525 | $61,525 |
| LILLY ELI & CO | P | 1984-01-02 | 2018-09-04 | $52,320 | $2 | $52,318 | $52,318 |
| MERCK & CO INC | P | 2016-09-01 | 2018-12-18 | $37,312 | $31,348 | $5,964 | $5,964 |
| METLIFE INC | P | 2015-08-04 | 2018-12-18 | $79,543 | $99,466 | -$19,923 | -$19,923 |
| MICROSOFT CORP | P | 2016-08-11 | 2018-09-04 | $167,341 | $87,447 | $79,894 | $79,894 |
| NESTLE S A SPONSORED ADR REPSTG REG SH | P | 2017-03-02 | 2018-12-18 | $41,142 | $36,753 | $4,389 | $4,389 |
| NIKE INC. CL B | P | 2013-02-07 | 2018-03-21 | $39,881 | $16,337 | $23,544 | $23,544 |
| NIKE INC. CL B | P | 2011-02-02 | 2018-03-21 | $39,881 | $12,526 | $27,355 | $27,355 |
| REGENERON PHARMACEUTICALS INC | P | 2013-08-26 | 2018-03-15 | $118,977 | $85,703 | $33,274 | $33,274 |
| RESIDEO TECHNOLOGIES INC | P | 2018-03-15 | 2018-12-14 | $4,148 | $4,942 | -$794 | -$794 |
| RESIDEO TECHNOLOGIES INC | P | 2018-03-15 | 2018-10-29 | $9 | $9 | $0 | $0 |
| ROCKWELL INTL CORP NEW | P | 2015-02-11 | 2018-03-22 | $42,074 | $27,126 | $14,948 | $14,948 |
| ROCKWELL INTL CORP NEW | P | 2015-02-06 | 2018-03-22 | $71,615 | $45,031 | $26,584 | $26,584 |
| ROCKWELL INTL CORP NEW | P | 2016-02-19 | 2018-03-22 | $89,519 | $50,860 | $38,659 | $38,659 |
| ROCKWELL INTL CORP NEW | P | 2013-04-25 | 2018-03-22 | $20,589 | $9,952 | $10,637 | $10,637 |
| SCHLUMBERGER LTD | P | 2018-03-21 | 2018-12-18 | $57,457 | $101,730 | -$44,273 | -$44,273 |
| TJX COS INC NEW | P | 2014-07-01 | 2018-03-21 | $41,464 | $26,700 | $14,764 | $14,764 |
| TJX COS INC NEW | P | 2013-02-07 | 2018-03-21 | $124,392 | $67,918 | $56,474 | $56,474 |
| UNITED TECHNOLOGIES CORP. | P | 2014-07-07 | 2018-03-15 | $19,944 | $19,569 | $375 | $375 |
| UNITED TECHNOLOGIES CORP. | P | 2012-06-18 | 2018-03-15 | $57,839 | $45,238 | $12,601 | $12,601 |
| UNITED TECHNOLOGIES CORP. | P | 2012-06-13 | 2018-03-15 | $55,180 | $41,500 | $13,680 | $13,680 |
| UNITED TECHNOLOGIES CORP. | P | 2011-02-02 | 2018-03-15 | $29,158 | $18,536 | $10,622 | $10,622 |
| VERIZON COMMUNICATIONS | P | 2016-06-29 | 2018-03-15 | $48,622 | $55,131 | -$6,509 | -$6,509 |
| VERIZON COMMUNICATIONS | P | 2011-02-02 | 2018-03-15 | $24,311 | $17,994 | $6,317 | $6,317 |
| VERIZON COMMUNICATIONS | P | 2011-03-11 | 2018-03-15 | $109,400 | $80,634 | $28,766 | $28,766 |
| CHUBB LTD | P | 2009-06-16 | 2018-03-15 | $28,341 | $8,807 | $19,534 | $19,534 |
| CHUBB LTD | P | 2009-04-07 | 2018-03-15 | $21,256 | $6,539 | $14,717 | $14,717 |
| CHUBB LTD | P | 2009-03-11 | 2018-03-15 | $63,767 | $15,299 | $48,468 | $48,468 |
| CHUBB LTD | P | 2010-03-31 | 2018-03-15 | $70,852 | $26,202 | $44,650 | $44,650 |
| CHUBB LTD | P | 2009-08-06 | 2018-03-15 | $28,341 | $10,081 | $18,260 | $18,260 |
| CHUBB LTD | P | 2009-06-16 | 2018-03-15 | $28,341 | $8,818 | $19,523 | $19,523 |
| CAPITAL GAINS DIVIDENDS | P | $85,336 | $85,336 | $85,336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,075,600 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$44,992 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $458,802 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,165,296 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041092 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $424,963 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,377,775 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045316 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $570,824 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,761,973 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053041 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $405,855 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,840,805 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041242 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $388,771 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,278,059 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046964 | DistributionYr5Rt |
| Total Distribution | 0.227655 | TotalDistributionRt |
| Average Distribution | 0.045531 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,986,387 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $454,690 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23,584 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $478,274 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $561,455 | 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 | $23,584 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,584 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,584 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,354 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,354 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $13,230 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | $9,935,603 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $202,861 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,138,464 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,138,464 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,077 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,986,387 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $499,319 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $499,319 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,584 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,584 | TotalTaxAmt |
| Distributable Before Adj | $475,735 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $475,735 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $475,735 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $561,455 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $561,455 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $23,584 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $537,871 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $475,735 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $545,467 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $561,455 | QualifyingDistributionsAmt |
| Applied To Year1 | $545,467 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,988 | 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 | $459,747 | 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 (250 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MMC FAMILY MEDICINE SUITE 220A | |||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $750 |
| CHARLES M BELISLE SCHOLARSHIP FUND | |||||||
| 272 CONGRESS STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | -$850 |
| JEANNE GEIGER CRISIS CENTER | |||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| ESSEX COUNTY TRAIL ASSOCIATION | |||||||
| 29 NORTH MAIN STREET | IPSWICH | MA | 01938 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | -$3,000 |
| ECTA | |||||||
| CB 8040 | CHAPEL HILL | NC | 27599 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 |
| MOUNT GEORGE ELEMENTARY | |||||||
| 1019 SECOND AVENUE | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,438 |
| YWCA OF GREATER NEWBURYPORT | |||||||
| 13 MARKET ST | NEWBURYPORT | MA | 01950 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 |
| SNOWMASS COMMUNITY FUND | |||||||
| PO BOX 5566 | SNOWMASS VILLAGE | CO | 81615 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 |
| PORTLAND SYMPHONEY ORCHESTRA | |||||||
| PO BOX 3573 | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| SAN FRANCISCO BAYKEPPER | |||||||
| 785 MARKET STREET SUITE 850 | SAN FRANCISCO | CA | 94103 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 |
| Y CAMP IN IPSWICH | |||||||
| C/O GERRY BEAUCHAMP 110 COUNTY ROA | IPSWICH | MA | 01938 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| CURE (CITIZENS UNITED IN RESEARCH FOR EP | |||||||
| 223 W ERIE SUITE 2 SW | CHICAGO | IL | 60654 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 |
| HOSPICE OF SOUTHERN MAINE | |||||||
| 465 CONGRESS STREET SUITE 600 | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 10505 | PORTLAND | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 |
| AGAWAM COUNCIL | |||||||
| AGAWAM COUNCIL 30 FIELDSTONE LANE | HANOVER | MA | 02339 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 |
| NORTH BAY BMX | |||||||
| 3291 STREBLOW DR | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 |
| ST FRANCIS WILDLIFE ASOCIATION | |||||||
| 5580 SALEM RD | QUINCY | FL | 32352 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 |
| NAPA VALLEY NURSERY SCHOOL | |||||||
| 641 RANDOLPH ST | NAPA | CA | 94559 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $11,000 |
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 |
| AFS MAINE AMERICANS ABROAD FUND | |||||||
| 120 WALL STREET 4TH FL | NEW YORK | NY | 10005 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| AMERICAN RED CROSS DISASTER RELIEF | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $10,000 |
| AMERICAN RED CROSS SO ME CAP CAMPAIGN | |||||||
| 524 FOREST AVENUE | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| ASPEN COMMUNITY CHURCH | |||||||
| 200 E BLEEKER ST | ASPEN | CO | 81611 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 |
| ASPEN HISTORICAL SOCIETY | |||||||
| 200 E BLEEKER ST | ASPEN | CO | 81611 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| ATLANTIC SALMON FEDERATION CONSERVATION | |||||||
| PO BOX 807 | CALAIS | ME | 04619 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 195 LANCASTER STREET | PORTLAND | ME | 04101 | 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 | |||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| CENTER FOR GRIEVING CHILDREN | |||||||
| PO BOX 1438 | PORTLAND | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 |
| CURAMERICAS | |||||||
| 318 W MILLBROOK RD SUITE 105 | RALEIGH | NC | 27609 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 |
| DANIEL CARDILLO CHRITABLE FUND | |||||||
| 185 HALL ST 1518 | BROOKLYN | NY | 11205 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 |
| DEERFIELD ACADEMY | |||||||
| PO BOX 87 | DEERFIELD | MA | 01342 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 |
| FAMILY CRISIS CENTER | |||||||
| PO BOX 704 | PORTLAND | ME | 04104 | 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 1807 | AUBURN | ME | 04211 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| GOOD THEATER | |||||||
| 76 CONGRESS ST | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 |
| GOODWILL INDUSTRIES OF NORTHERN NEW ENGL | |||||||
| 75 WASHINGTON AVE SUITE 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 ST | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $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 | |||||||
| 190 US ROUTE ONE PMB 367 | FALMOUTH | ME | 04105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 |
| IMMIGRANT LEGAL ADVOCACY | |||||||
| PO BOX 17917 | PORTLAND | ME | 04112 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| IRIS NETWORK | |||||||
| 185 PARK AVENUE | PORTLAND | ME | 04102 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 |
| JANE GOODALL INSTITUTE | |||||||
| 8700 GEORGIA AVENUE SUITE 500 | SILVER SPRING | MD | 20910 | 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 | 10023 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 |
| KIEVE AFFECTION EDUCATION INC | |||||||
| PO BOX 169 | NOBLEBORO | ME | 04555 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 |
| KONBIT SANTE CAP - HAITIEN HEALTH | |||||||
| PO BOX 11281 | PORTLAND | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| LIFT 360 | |||||||
| 132 SPRING ST | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 |
| LONG ISLAND COMMUNITY CENTER | |||||||
| 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 |
| MADD | |||||||
| PO BOX 10165 | DES MOINES | IA | 50340 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 |
| MAINE AUDUBON SOCIETY | |||||||
| PO BOX 6009 | FALMOUTH | ME | 04105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 |
| MAINE CANCER FOUNDATION | |||||||
| 170 US ROUTE 1 SUITE 250 | 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 | |||||||
| 97 SPRING STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 |
| MAINE FARMLAND TRUST | |||||||
| PO BOX 1597 | BUCKSPORT | ME | 04416 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| MAINE HISTORICAL SOCIETY | |||||||
| 489 CONGRESS STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 |
| MAINE HUTS AND TRAILS | |||||||
| 375 N MAIN ST | KINGFIELD | ME | 04947 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 |
| MAINE NARROW GAUGE RAILROAD & MUSEUM & MUSEUM | |||||||
| 58 FORE STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 |
| MAINE STATE MUSIC THEATRE | |||||||
| 22 ELM STREET | BRUNSWICK | ME | 04011 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 |
| MERCY HOSPITAL | |||||||
| 144 STATE STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| MITCHELL INSTITUTE | |||||||
| 22 MONUMENT SQ SUITE 200 | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 |
| MMC (ANNUAL FUND) | |||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | |||||||
| 288 MAIN STREET | LANDER | WY | 82520 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 |
| NATURAL RESOURCES COUNCIL OF MAINE | |||||||
| 3 WADE ST | AUGUSTA | ME | 04330 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 |
| NATURE CONSERVANCY | |||||||
| 201 MISSION STREET 4TH FLOOR | SAN FRANCISCO | CA | 94105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $10,000 |
| OXFAM AMERICA | |||||||
| PO BOX 1745 | BOSTON | MA | 02105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,500 |
| PORTLAND ARTS AND CULTURAL ALLIANCE | |||||||
| 549 CONGRESS STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 |
| 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 | |||||||
| PO BOX 281 | PORTLAND | ME | 04112 | 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 | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| PORTLAND STAGE COMPANY | |||||||
| 25A FOREST AVENUE PO BOX 1458 | PORTLAND | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| PROJECT FEED | |||||||
| 202 WOODFORD STREET | PORTLAND | ME | 04103 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $10,000 |
| PROSPERITYME | |||||||
| 309 CUMBERLAND AVE STE 205 | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| PSRMAINE | |||||||
| PO BOX 1771 | PORTLAND | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 |
| SAFE | |||||||
| PO BOX 206 | FREEPORT | ME | 04032 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 |
| SALVATION ARMY | |||||||
| PO BOX 3647 | PORTLAND | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 |
| SEEDS OF PEACE | |||||||
| 370 LEXINGTON AVE SUITE 1201 | NEW YORK | NY | 10017 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 |
| SENIORS INDEPENDENT INC | |||||||
| 0275 CASTLE CREEK ROAD | ASPEN | CO | 81611 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| SNOWMASS-WILDCAT FIREFIGHTERS ASSN | |||||||
| PO BOX 6436 | SNOWMASS VILLAGE | CO | 81615 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| SOCIETY FOR THE PROTECTION | |||||||
| 54 PORTSMOUTH STREET | CONCORD | NH | 03301 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| SOUTHERN MAINE AGENCY OF AGING | |||||||
| PO BOX 10480 307 CUMBERLAND AVENUE | PORTLAND | ME | 04104 | 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 ST | STANFORD | CA | 94305 | 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 8401 | PORTLAND | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 |
| TROUT UNLIMITED STEINBECK COUNTRY | |||||||
| 76 VALLE VISTA | CARMEL VALLEY | CA | 93924 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| UNITED WAY OF GREATER PORTLAND | |||||||
| 1 CANAL PLAZA 300 | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 |
| UNIVERSITY OF NEW ENGLAND | |||||||
| 716 STEVENS AVENUE | PORTLAND | ME | 04103 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 |
| VNA HOME HEALTH CARE | |||||||
| 144 STATE STREET | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| WASHINGTON WARREN FOOD BANK | |||||||
| PO BOX 67 | WARDEN | WA | 98857 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 |
| OPPORTUNITY ALLIANCE | |||||||
| 50 LYDIA LANE | SOUTH PORTLAND | ME | 04106 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 |
| UNIVERSITY OF CALIFORNIA AT SANTA CRUZ | |||||||
| UC SANTA CRUZ 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $200 |
| APTOS SPORTS FOUNDATION | |||||||
| 9119 SOQUEL DR | APTOS | CA | 95003 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $750 |
| COLORADO COLLEGE ANNUAL | |||||||
| COLORADO COLLEGE 14 EAST CACHE LA | COLORADO SPRINGS | CO | 80903 | 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 | |||||||
| ST FRANCIS OF ASSISI PO BOX 38160 | TALLAHASSEE | FL | 32315 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,500 |
| 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 GEORGIA | CA | 94074 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 |
| KIVA | |||||||
| 3180 18TH STREET SUITE 201 | SAN FRANCISCO | CA | 94110 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| HABITAT FOR HUMANITY SOF GREAT SAN | |||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| HABITAT FOR HUMANITY SANTA CRUZ | |||||||
| 1007 CEDAR STREET | SANTA CRUZ | CA | 95060 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $6,000 |
| FARM & WILDERNESS | |||||||
| 263 FARM WILDERNESS | ROAD PLYMOUTH | VT | 05056 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 |
| FOOD RUNNERS | |||||||
| 2579 WASHINGTON STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $4,000 |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | |||||||
| 288 MAIN STREET | LANDER | WY | 82520 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| SURFRIDER FOUNDATION SANTA CRUZ | |||||||
| 2222 E CLIFF DR 234 | SANTA CRUZ | CA | 95062 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| SURFRIDER FOUNDATION | |||||||
| 122 SOUTH EL CAMINO REAL 67 | SAN CLEMENTE | CA | 92672 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 |
| TROUT UNLIMITED STEINBECK COUNTRY | |||||||
| 76 VALLE VISTA | CARMEL VALLEY | CA | 93924 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $6,000 |
| COMMUITY FOUNDATION OF SANTA CRUZ | |||||||
| 7807 SOQUEL DRIVE | APTOS | CA | 95003 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $4,500 |
| HEAL THE BAY | |||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| HEIFER PROJECT INTERNATIONAL | |||||||
| 1015 LOUISIANA STREET | LITTLE ROCK | AR | 72202 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $4,000 |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 |
| THE UCSB FOUNDATION | |||||||
| UNIVERSITY OF CALIFORNIA | SANTA BARBARA | CA | 93106 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 |
| PLANNED PARENTHOOD SANTA CRUZ | |||||||
| 1119 PACIFIC AVE SUITE 200 | SANTA CRUZ | CA | 95060 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $8,000 |
| KAZU | |||||||
| 100 CAMPUS CENTER BUILDING 201 RO | SEASIDE | CA | 93955 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $6,000 |
| LAND TRUST OF SANTA CRUZ | |||||||
| 617 WATER STREET | SANTA CRUZ | CA | 95060 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $4,000 |
| WALNUT AVE WOMENS CENTER | |||||||
| 303 WALNUT AVENUE | SANTA CRUZ | CA | 95060 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,500 |
| THE NATURE CONSERVANCY | |||||||
| 14 MAINE ST 401 | BRUNSWICK | ME | 04011 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $10,000 |
| PAJARO VALLEY LOAVES AND FISHES | |||||||
| 150 SECOND STREET | WATSONVILLE | CA | 95087 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| GREY BEARS | |||||||
| 2710 CHANTICLEER AVE | SANTA CRUZ | CA | 95065 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $6,000 |
| BIRDSONG NATURE CENTER | |||||||
| 2106 MERIDIAN RD | THOMASVILLE | GA | 31792 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 |
| SANTA CRUZ HUB FOR SUSTAINABLE TRANSPORT | |||||||
| 703 PACIFIC AVE B | 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 |
| OCEANWIDE | |||||||
| PO BOX 797 | NEWCASTLE | ME | 04553 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $300 |
| SECOND HARVEST FOOD BANK | |||||||
| 800 OHLONE PARKWAY | WATSONVILLE | CA | 95076 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $6,000 |
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| JACOBS HEART CHILDRENS CANCER SUPPORT | |||||||
| 680 WEST BEACH STREET | WATSONVILLE | CA | 95076 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| EQUSS ANAM CARA | |||||||
| 1740 17TH AVE | SANTA CRUZ | CA | 95073 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $300 |
| RIEKES CENTER FOR HUMAN ENHACEMENT | |||||||
| 3455 EDISON WAY | MENLO PARK | CA | 94025 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $450 |
| IUPUI | |||||||
| 635 BARNHILL DR | INDIANAPOLIS | IN | 46202 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| AMERICAN RED CROSS | |||||||
| 524 FOREST AVENUE | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $8,000 |
| DAY WORKER CENTER | |||||||
| 2261 7TH AVE | SANTA CRUZ | CA | 95062 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 |
| SEEDS OF PEACE | |||||||
| 370 LEXINGTON AVE SUITE 1201 | NEW YORK | NY | 10017 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 44 COURT STREET 6TH FLOOR | BROOKLYN | NY | 11201 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $4,000 |
| THE NATURE CONSERVANCY (THE NATIONAL) | |||||||
| 201 MISSION STREET | SAN FRANCISCO | CA | 94105 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $4,000 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| SANTA CRUZ MONESSORI | |||||||
| 6230 SOQUEL DR | APTOS | CA | 95003 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $7,000 |
| UC DAVIS OFFICE OF UNIVERSITY | |||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| 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 | |||||||
| 1250 BROADWAY 35TH FL | NEW YORK | NY | 10001 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 |
| WATSONVILLE WETLANDS WATCH | |||||||
| 28 ARBOLADO DR | WATSONVILLE | CA | 95076 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,600 |
| GIRLS INC OF THE CENTRAL COAST | |||||||
| 318 CAYUGA ST STE 206 | SALINAS | CA | 93901 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,030 |
| ACCORD FOOD PANTRY | |||||||
| PO BOX 2203 | S HAMILTON | MA | 01982 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $4,000 |
| ACTION INC | |||||||
| 180 MAIN STREET | GLOUCESTER | MA | 01930 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| AGAWAM COUNCIL | |||||||
| AGAWAM COUNCIL 30 FIELDSTONE LANE | HANOVER | MA | 02339 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| ALZHEIMERS DISEASE RESEARCH ASSOCIATION | |||||||
| 8430 W BRYN MAWR AVE UNIT 800 | CHICAGO | IL | 60631 | 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 BOW | TOPSHAM | ME | 04086 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| ANCHOR TO WINDWARD INCORPORATED | |||||||
| C/O MARBLEHEAD COUNSELING CENTER P | MARBLEHEAD | MA | 01945 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $4,000 |
| BEVERLY BOOTSTRAPS FOOD PANTRY | |||||||
| 371 CABOT STREET | BEVERLY | MA | 02116 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| BOSTON BALLET INC | |||||||
| 19 CLARENDON STREET | BOSTON | MA | 02116 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| BOSTON SYMPHONY ORCHESTRA | |||||||
| ATTENTION EMILY M REEVES SYMPHON | BOSTON | MA | 02115 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| BRIDGEWELL SONVER CENTER | |||||||
| 125 LIBERTY ST | DANVERS | MA | 01923 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| BRIGHAM AND WOMENS HOSPITAL | |||||||
| DEVELOPMENT OFFICE 116 HUNTINGTON | 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 | 02458 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 |
| 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 | 02115 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| COAST GUARD FOUNDATION | |||||||
| 394 TAUGWONK RD | STONINGTON | CT | 06378 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 |
| THE COMMUNITY HOUSE SERVICE | |||||||
| 15 BORAGE PL | FOREST HILLS | NY | 11375 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 |
| COMMUNITY SERVINGS INC | |||||||
| 18 MARBURY TERRACE | JAMAICA PLAIN | MA | 02130 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| COPE FAMILY CENTER | |||||||
| 707 RANDOLPH ST | NAPA | CA | 94559 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 |
| DAMON RUNYON CANCER RESEARCH FOUNDATION | |||||||
| ONE EXCHANGE PLAZA 55 BROADWAY SU | NEW YORK | NY | 10006 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 44 BINNEY STREET | BOSTON | MA | 02115 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| EPILEPSY FOUNDATION | |||||||
| 8301 PROFESSIONAL PLACE | LANDOVER | MD | 20785 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 |
| EPILEPSY FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND | |||||||
| 540 GALLIVAN BLVD 2ND FLOOR | BOSTON | MA | 02124 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $10,000 |
| ESSEX COUNTY GREENBELT | |||||||
| 82 EASTERN AVE | ESSEX | MA | 02124 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| FOOD RUNNERS | |||||||
| 2579 WASHINGTON STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| FRENCH LIBRARY & CULTURAL CENTER | |||||||
| 53 MARLBOROUGH STREET | BOSTON | MA | 02116 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| FRIENDS OF NAPA COUNTY ANIMAL SHELTER | |||||||
| 942 HARTLE AVE | NAPA | CA | 94559 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| FRIENDS FOREVER INTERNATIONAL | |||||||
| 1 MORGAN WAY | DURHAM | NH | 03824 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| FRIENDS OF NORTHSHORE EDUCATION | |||||||
| 112 SOHIER RD | BEVERLY | MA | 01915 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 |
| THE GLOUCESTER ADVENTURE | |||||||
| 4 HARBOR LOOP | GLOUCESTER | MA | 01930 | 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 | |||||||
| JULIE MARTINEAU EXECUTIVE DIRECTOR | HAMILTON | MA | 01982 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| HAMILTON - WENHAM EDUCATION FUND | |||||||
| 577 BAY ROAD PO BOX 429 | HAMILTON | MA | 01936 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 |
| JACKIE ROBINSON FDN | |||||||
| ONE HUDSON SQUARE 75 VARICK STREET | NEW YORK | NY | 10013 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| JOHNNY MILLER CHAP FOUNDATION | |||||||
| PO BOX 970488 | OREM | UT | 84097 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| KATE RISLEY FOUNDATION | |||||||
| JOHN RISLEY 29 COLUMBUS | NORTHAMPTON | VA | 01060 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| KENTS HILL SCHOOL | |||||||
| 1614 MAIN STREET | KENTS HIL | 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) | |||||||
| PO BOX 1625 | KEY LARGO | FL | 33037 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 |
| MASSACHUSSETS AUDUBON SOCIETY | |||||||
| 280 ELIOT ST | NATICK | MA | 01760 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| MASSACHUSSETS EYE & EAR INFIRMARY | |||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| MASSACHUSSETS SPECIAL OLYMPICS | |||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| MEDIC ALERT FOUNDATION | |||||||
| 2323 COLORADO AVENUE | TURLOCK | CA | 95382 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 |
| MONTSERRAT COLLEGE OF ART | |||||||
| 23 ESSEX STREET PO BOX 26 | BEVERLY | MA | 01915 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 |
| MSPCA | |||||||
| MSPCA-ANGELL HEADQUARTERS | BOSTON | MA | 02130 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 |
| MUSCULAR DYSTROPHY ASSOCIATION (MDA) | |||||||
| 3300 E SUNRISE DRIVE | TUCSON | AZ | 85718 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 |
| MOUNT GEORGE ELEMENTARY SCHOOL | |||||||
| 1019 SECOND AVENUE | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $9,000 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD ST | 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 NATIOANAL | |||||||
| 43 GLOUCESTER AVE 2A | GLOUCESTER | MA | 01930 | 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 HWY 1037 | 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 | $5,000 |
| NATIONAL CHILDRENS 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 | 02110 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| NEW ENGLAND CONSERVATORY OF MUSIC | |||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | 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 | |||||||
| 3291 STREBLOW DR | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 |
| NORTH VALLEY COMMUNITY FOUNDATION | |||||||
| 240 MAIN ST STE 260 | CHICO | CA | 95928 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $10,000 |
| NORTH SHORE COMMUNITY COLLEGE | |||||||
| 1 FERNCROFT ROAD | DANVERS | MA | 01923 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| NORTH SHORE ELDER SERVICES INC | |||||||
| 152 SYLVAN STREET UNIT 1 | DANVERS | MA | 01923 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| NORTH SHORE HEALTH PROJECT | |||||||
| 67 MIDDLE STREET UNIT 99 | GLOUCESTER | MA | 01930 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $250 |
| NORTH SHORE UNITED WAY | |||||||
| 248 CABOT STREET | BEVERLY | MA | 01915 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| NORTHEAST HEALTH FOUNDATION | |||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| NORTHFIELD MOUNT HERMON SCHOOL | |||||||
| ONE LAMPLIGHTER 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 | |||||||
| 30 W 26TH ST | NEW YORK | NY | 10010 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 |
| THE OPEN DOOR PLACE OF HOSPITALITY INC | |||||||
| 28 REAR EMERSON AVENUE | GLOUCESTER | MA | 01930 | 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 | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 |
| QUEEN OF THE VALLEY MEDICAL CENTER | |||||||
| MS ELAINE JOHN 1000 TRANCAS STREE | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| ROBERT LOUIS STEVENSON SCHOOL | |||||||
| 24 W 74TH ST | NEW YORK | NY | 10023 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,500 |
| ROSIES PLACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| SERVICE DOG PROJECT | |||||||
| 37 BOXFORD RD | IPSWICH | MA | 01938 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 |
| SMILE TRAIN INC | |||||||
| 41 MADISON AVENUE 28TH FLOOR | NEW YORK | NY | 10010 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 |
| SUSAN B ANTHONY PROJECT | |||||||
| 179 WATER STREET | TORRINGTON | CT | 06790 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 |
| SYLVIAS HAVEN INC | |||||||
| 7 FOSTER ST UNIT 29 | REVERE | MA | 02151 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| THAYER SCHOOL OF ENGINEERING | |||||||
| DARTMOUTH COLLEGE 8000 CUMMINGS HA | HANOVER | NH | 03755 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 |
| THE SHOE THAT GROWS | |||||||
| 1224 1ST ST S SUITE 301 | 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 | |||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $4,000 |
| UNICEF (WORK IN YEMEN) | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $10,000 |
| 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-38 | URBANA | IL | 61801 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $500 |
| VFW | |||||||
| PO BOX 8958 | TOPEKA | KS | 66608 | 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 | $5,000 |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| 125 WESTERN AVENUE | BOSTON | MA | 01984 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| WINDRUSH FARM THERAPEUTIC EQUITATION | |||||||
| 479 LACY ST | NORTH ANDOVER | MA | 01845 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 |
| NORTHEAST ARC | |||||||
| 64 HOLTEN ST | DANVERS | MA | 01923 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $1,000 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOC - IL | |||||||
| 8430 W BRYN MAWR AVE UNIT 800 | CHICAGO | IL | 60631 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 |
| HAMILTON TOWN HALL- HAMILTON FOUNDATION | |||||||
| 577 BAY ROAD PO BOX 429 | HAMILTON | IL | 01936 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $3,000 |
| TOWER FOUNDATION- SJSU | |||||||
| PO BOX 421 | MANHASSET | NY | 11030 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $2,000 |
| FRIENDS FOREVER INTERNATIONAL | |||||||
| 1 MORGAN WAY | DURHAM | NH | 03824 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $100 |
| PROCTOR ACADEMY | |||||||
| 204 MAIN ST | ANDOVER | NH | 03216 | NONE | PC | FOR ORGANIZATION'S EXEMPT PURPOSES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $545,972 | 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 | $278,104 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,700 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,075,600 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,355,404 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,355,404 | 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 | $3,925 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,925 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ANTHEM NC SR NT | $100,899 | $101,795 |
| FRANKLIN LIBERTY SHORT DURATION US GOVER | $98,324 | $94,117 |
| ISHARES INTERMIDIATE CEDIT BOND ETF | $136,029 | $133,671 |
| VANGUARD INTERMIDIATE TERM BOND FUND | $175,221 | $168,677 |
| FRANKLIN INVS SECS TOTAL RETURN FD ADV | $290,000 | $277,875 |
| VANGUARD S/T INVEST GR ADM DTD 9/1/2009 | $279,269 | $272,666 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $107,334 | $195,291 |
| ABBIVE INC | $41,473 | $92,190 |
| AMERICAN TOWER REIT INC | $85,375 | $284,742 |
| AMERICAN WATER WORKS CO INC | $150,830 | $154,309 |
| ANALOG DEVICES INC | $188,738 | $229,595 |
| APPLE INC | $62,751 | $264,215 |
| BANK OF AMERICA CORP | $295,436 | $229,152 |
| BB&T CORP | $192,052 | $155,952 |
| BLACKROCK INC | $91,855 | $196,410 |
| BOEING CO | $82,431 | $209,625 |
| CHEVRON CORP | $176,966 | $165,905 |
| CISCO SYSTEMS INC | $177,438 | $303,310 |
| COMACAST CORP CL A | $98,513 | $102,150 |
| COSTCO WHOLESALE CORP | $68,970 | $101,855 |
| CUMMINS INC | $198,205 | $167,050 |
| DOMINION ENERGY INC | $199,201 | $200,088 |
| DOWDUPONT INC | $185,886 | $187,180 |
| GILEAD SCIENCES INC | $26,648 | $68,805 |
| HONEYWELL INTL INC | $159,405 | $145,332 |
| J P MORGAN CHASE & CO | $197,881 | $302,622 |
| JOHNSON & JOHNSON CO | $197,126 | $193,575 |
| KINDER MORGAN INC | $140,961 | $136,113 |
| KRAFT HEINZ CO/THE | $234,752 | $163,552 |
| LAS VEGAS SANDS CORP | $97,378 | $67,665 |
| LOCKHEED MARTIN CORP | $216,673 | $170,196 |
| LOWES COS INC | $87,416 | $205,039 |
| MEDTRONIC PLC | $139,395 | $154,632 |
| MERCK & CO INC | $178,335 | $229,230 |
| METLIFE INC | $142,522 | $164,240 |
| MICROCHIP TECHNOLOGY INC | $119,552 | $237,336 |
| MICROSOFT CORP | $180,810 | $406,280 |
| MORGAN STANLEY | $150,870 | $122,915 |
| NESTLE S A SPONSORED ADR REPSTG REG SH | $173,017 | $242,880 |
| NEXTERA ENERGY INC | $289,064 | $295,494 |
| OCCIDENTAL PETROLEUM CORP | $128,634 | $122,760 |
| PEPSICO INC | $157,552 | $154,672 |
| PFIZER INC | $166,729 | $218,250 |
| ROCHE HOLDING LTD ADR | $233,052 | $217,560 |
| ROYAL DUTCH PLC ADR | $262,152 | $233,080 |
| SUNCOR ENERGY INC | $96,481 | $78,316 |
| TELUS CORP | $180,623 | $165,700 |
| TEXAS INSTRUMENTS INC | $202,020 | $170,100 |
| UNITED PARCEL SVC INC CL B | $147,879 | $136,542 |
| US BANCORP DEL COM NEW | $149,136 | $132,530 |
| WALMART INC | $97,269 | $102,465 |
| ARTISAN SMALL CAP FUND | $268,686 | $224,357 |
| FRANKLIN SMALL CAP VALUE FUND | $213,276 | $225,836 |
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 | $815,509 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL COST ADJUSTMENT | $1,191 |
| TAX LOT COST BASIS ADJUSTMENT | $361 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $350 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $350 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS LP | $1,700 | $54 | $0 |
| BASIS ADJ ON DISPOSITION - ENTERPRISE PRODUCTS PARTNERS LP | $0 | $60,468 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FACTORED MUTUAL FUND ADJUSTMENT | $312 |
| PREMIUM AMORTIZATION ADJUSTMENT | $565 |
| OTHER COST BASIS ADJUSTMENT | $154 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENTS MANAGEMENT FEES | $56,040 | $44,832 | $0 | $11,208 |
| ADR FEES | $528 | $528 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $6,241 | Amt |
| Net Investment Income | $6,241 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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