JOHN SAGE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOHN SAGE FOUNDATION (EIN 01-0469155)
- Tax period
- 2018-08-01 to 2019-07-31
- Filed
- 2019-09-25
- IRS object ID
- 201902689349100025
- 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 Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-25T16:06:39-05:00 | ReturnTs |
| Tax Period End | 2019-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010448006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBIN RANDALL & BENNETT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 445 130 MIDDLE STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041120445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010469155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN SAGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2077223543 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 538 MALBONS MILLS ROAD | AddressLine1Txt |
| City | SKOWHEGAN | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04976 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES P HASTINGS JR | PersonNm |
| Person Title | CORP OFFICER | PersonTitleTxt |
| Phone | 2077223543 | PhoneNum |
| Signature | 2019-09-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P DOIRON | PreparerPersonNm |
| PTIN | P01206204 | PTIN |
| Phone | 2077721981 | PhoneNum |
| Preparation | 2019-09-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.49.137.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-16 | IPDt |
| IP Tm | 14:47:15 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8C8CD7B48630B30F824D476BA3D4BB247B8D81A7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 67DC84DCF5C6EDCFD4F84000A6A47560EFCE596F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,239,533 | 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 | $23,096 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,096 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $116,743 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $915,862 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $116,743 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $139,839 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,839 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,015 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $507 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $508 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,845 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,845 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,007 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $147 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $147 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,014 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,383 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $655 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,914 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,383 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,555 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $57,925 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $135,456 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $157,532 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $192,241 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $192,241 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $744,775 | CorporateStockBOYAmt |
| Corporate Stock EOY | $767,991 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,047,292 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $902,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $960,232 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,239,533 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $902,307 | RetainedEarningBOYAmt |
| Retained Earning EOY | $960,232 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $902,307 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $960,232 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $902,307 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $960,232 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $902,307 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $57,925 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $960,232 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $960,232 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $413,074 | $439,678 | -$26,604 | -$26,604 |
| PUBLICLY TRADED SECURITIES | P | $502,788 | $359,441 | $143,347 | $143,347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $116,743 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $54,089 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,178,931 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045880 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,316 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $989,576 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039730 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $47,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $938,046 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050637 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $41,952 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $900,504 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046587 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,425 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $752,960 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048376 | DistributionYr5Rt |
| Total Distribution | 0.231210 | TotalDistributionRt |
| Average Distribution | 0.046242 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,221,545 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $56,487 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,355 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,842 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $72,555 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,355 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,355 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,355 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,080 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,725 | OverpaymentAmt |
| Applied To ES Tax | $1,725 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JOHNSAGEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JAMES P HASTINGS JR | IndividualWithBooksNm |
| Phone | 2074743949 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 538 MALBONS MILLS ROAD | AddressLine1Txt |
| City | SKOWHEGAN | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04976 | 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 (10 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CORRILLA D HASTINGS | |||||||||
| 538 MALBONS MILLS ROAD | SKOWHEGAN | ME | 04976 | PRESIDENT | 1.00 | $0 | $0 | $0 | |
| JAMES P HASTINGS JR | |||||||||
| 538 MALBONS MILLS ROAD | SKOWHEGAN | ME | 04976 | TREASURER | 1.00 | $0 | $0 | $0 | |
| DONALD A BRACKETT | |||||||||
| 630 OLD COUNTY ROAD | KNOX | ME | 04986 | SECRETARY | 1.00 | $0 | $0 | $0 | |
| THOMAS M PIERCE | |||||||||
| C/O HM PAYSON CO 1 PORTLAND SQUARE | PORTLAND | ME | 04112 | DIRECTOR | 1.00 | $0 | $0 | $0 | PO BOX 31 |
| MARTHA BOLSTER | |||||||||
| 44 GARDNER STREET | PORTSMOUTH | NH | 03801 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| CAROLINE NORDEN | |||||||||
| 23 BOWDEN LANE | FREEPORT | ME | 04032 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| ERIN LLOYD | |||||||||
| 76 CENTRAL STREET | HALLOWELL | ME | 04347 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 | |
| IAN JAMES BRACKETT | |||||||||
| 630 OLD COUNTY ROAD | KNOX | ME | 04986 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| RURIK J BRACKETT | |||||||||
| 630 OLD COUNTY ROAD | KNOX | ME | 04976 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| KIM CHAVEZ | |||||||||
| 630 OLD COUNTY ROAD | KNOX | ME | 04986 | DIRECTOR | 1.00 | $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 | $1,014,060 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $226,087 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,240,147 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,240,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,602 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,221,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,077 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,077 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,355 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,355 | TotalTaxAmt |
| Distributable Before Adj | $59,722 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $59,722 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $59,722 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,555 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $72,555 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,355 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $71,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,722 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,268 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,555 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,268 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,722 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,565 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,565 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,565 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $9,565 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CORRILLA D HASTINGS | ContributingManagerNm |
| Contributing Manager | JAMES P HASTINGS JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONALD A BRACKETT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 OLD COUNTY ROAD | AddressLine1Txt |
| City | KNOX | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04986 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2077223543 | RecipientPhoneNum |
| Recipient Email Address | DBRACKETT353@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | REFER TO WWW.JOHNSAGEFOUNDATION.ORG/APPLICATION-FORM.HTML | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | REFER TO WWW.JOHNSAGEFOUNDATION.ORG/GRANT-GUIDELINES.HTML | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 30 MILE WATERSHED ASSOCIATION | ||||||
| 165 FRONT STREET | FARMINGTON | ME | 04938 | PC | WATER QUALITY TESTING | $3,000 |
| ANDROSCOGGIN RIVER WATERSHED | ||||||
| PO BOX 1541 | BETHEL | ME | 04217 | PC | WATER QUALITY TESTING | $2,500 |
| BLUE HILL HERITAGE TRUST | ||||||
| 157 HINCKLEY RIDGE ROAD | BLUE HILL | ME | 04614 | PC | PROPERTY APPRAISAL AND REVIEW | $5,000 |
| COASTAL MOUNTAINS LAND TRUST | ||||||
| 101 MT BATTIE STREET | CAMDEN | ME | 04843 | PC | LAND ACQUISITION | $5,000 |
| COLLEGE OF THE ATLANTIC | ||||||
| 105 EDEN STREET | BAR HARBOR | ME | 04609 | PC | ENVIRONMENTAL EDUCATION | $4,000 |
| COYOTE CENTER FOR CARNIVORE ECOLOGY | ||||||
| 37 A POLAND WOODS ROAD | MORRILL | ME | 04952 | PC | ENVIRONMENTAL EDUCATION | $1,000 |
| DOWNEAST SALMON FEDERATION | ||||||
| 187 MAIN STREET | COLUMBIA FALLS | ME | 04623 | PC | LAND ACQUISITION | $7,500 |
| EASTERN TRAIL ALLIANCE | ||||||
| PO BOX 250 | SACO | ME | 04072 | PC | PUBLIC ACCESS TRAIL DEVELOPMENT | $2,500 |
| FRIENDS OF WILSON LAKE | ||||||
| PO BOX 560 | WILTON | ME | 04294 | PC | WATER QUALITY TESTING | $3,000 |
| GEORGES RIVER LAND TRUST | ||||||
| 8 N MAIN STREET | ROCKLAND | ME | 04841 | PC | LAND EASEMENT STEWARDSHIP | $3,000 |
| GULF OF MAINE RESEARCH INSTITUTE | ||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | PC | ENVIRONMENTAL RESEARCH - MUSSELS | $3,000 |
| MAHOOSUC PATHWAYS | ||||||
| PO BOX 572 | BETHEL | ME | 04217 | PC | LAND ACQUISITION | $5,000 |
| MAINE PHILANTHROPY CENTER | ||||||
| 314 FOREST AVENUE | PORTLAND | ME | 04101 | PC | MEMBERSHIP SUPPORT | $400 |
| MIDCOAST CONSERVANCY | ||||||
| 290 US 1 | EDGECOMB | ME | 04556 | PC | LAND ACQUISITION | $7,500 |
| NIBEZUN | ||||||
| 18 NEPISIKWIT DRIVE | PASSADUMKEAG | ME | 04475 | PC | ENVIRONMENTAL PUBLIC ACCESS | $2,500 |
| SAINT JOSEPH'S COLLEGE OF MAINE | ||||||
| 278 WHITES BRIDGE ROAD | STANDISH | ME | 04084 | PC | ENVIRONMENTAL RESEARCH-GREEN CRABS | $6,000 |
| THE CENTER FOR WILDLIFE | ||||||
| 385 MOUNTAIN ROAD | CAPE NEDDICK | ME | 03902 | PC | ENVIRONMENTAL EDUCATION | $2,500 |
| THOMPSON LAKE ENVIRONMENTAL ASSOCIATION | ||||||
| 191 SCRIBNER HILL ROAD | OTISFIELD | ME | 04270 | PC | WATER QUALITY TESTING | $1,000 |
| UNITY COLLEGE | ||||||
| 90 QUAKER HILL ROAD | UNITY | ME | 04988 | PC | ENVIRONMENTAL RESEARCH-WOOD TURTLE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,900 | 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 | $23,096 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $116,743 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $139,839 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,839 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,015 | Amt |
| Net Investment Income | $507 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $508 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED EQUITY SECURITIES | StockNm |
| EOY Book Value | $767,991 | EOYBookValueAmt |
| EOYFMV | $1,047,292 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE | $144 | $0 | $144 |
| MISCELLANEOUS | $3 | $0 | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,845 | Amt |
| Net Investment Income | $3,845 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL NET INVESTMENT INCOME TAX | $4,976 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $31 | $31 | $0 |
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