APPLE LANE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- APPLE LANE FOUNDATION INC (EIN 06-1501640)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2019-08-02
- IRS object ID
- 201932149349100613
- Schema version
- 2017v2.2
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-02T15:00:29-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 INTL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 PARK AVENUE 7TH FL | 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 | 2017-01-01 | 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 XXX-XX-XXXX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LANE | BusinessNameControlTxt |
| Phone | 2126323000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FIDUCIARY TRUST CO INTL - 280 P | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES DE SIEYES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126323000 | PhoneNum |
| Signature | 2019-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD PIANOFORTE | PreparerPersonNm |
| PTIN | P00844777 | PTIN |
| Phone | 2126324087 | PhoneNum |
| Preparation | 2019-08-02 | PreparationDt |
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) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9C1FE49488B315A6AAB1FD76A3623E2BF97BD150 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9C1FE49488B315A6AAB1FD76A3623E2BF97BD150 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $11,754,907 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $235,925 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $232,133 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,466 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $822,077 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $144,466 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $6,670 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$8,553 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $387,061 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $368,046 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,134 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,778 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,356 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,874 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,874 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $82,308 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,652 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,656 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $445,146 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $445,146 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $527,454 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,652 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $458,802 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$140,393 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $324,394 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $100,171 | CashEOYAmt |
| Cash EOYFMV | $100,171 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $421,080 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $105,674 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $105,674 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $98,324 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $5,669,137 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,730,577 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,633,878 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $983,092 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,079,177 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,081,453 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $802,750 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $802,750 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $833,731 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,974,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,818,349 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,754,907 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,974,383 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,818,349 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,974,383 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,818,349 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,974,383 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,818,349 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,974,383 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$140,393 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,833,990 | SubtotalAmt |
| Other Decreases | $15,641 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,818,349 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2300. TARGET CORP | 2015-09-16 | 2017-03-02 | $133,364 | $166,534 | -$33,170 | -$33,170 | |
| 3000. MATTEL INC. | 2016-11-09 | 2017-04-17 | $75,261 | $92,732 | -$17,471 | -$17,471 | |
| 455. APPLE COMPUTER INC NPV | 2011-03-11 | 2017-05-26 | $69,888 | $22,887 | $47,001 | $47,001 | |
| 6799.001 OAK RIDGE SMALL CAP GROWTH FUND CL I | 2011-02-03 | 2017-06-06 | $243,472 | $158,000 | $85,472 | $85,472 | |
| 1000. MICROCHIP TECHNOLOGY INC | 2015-08-21 | 2017-06-06 | $84,313 | $39,670 | $44,643 | $44,643 | |
| .4545 BRIGHTHOUSE FINANCIAL INC | 2015-08-04 | 2017-08-07 | $26 | $31 | -$5 | -$5 | |
| 250. ROCKWELL INTL CORP NEW | 2015-02-11 | 2017-11-01 | $49,146 | $28,858 | $20,288 | $20,288 | |
| 1925. SCHLUMBERGER LTD | 2015-02-06 | 2017-12-14 | $120,305 | $168,899 | -$48,594 | -$48,594 | |
| CAPITAL GAIN DIVIDENDS | $46,302 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $144,466 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $424,963 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,377,775 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045316 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $570,824 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,761,973 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053041 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $405,855 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,840,805 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041242 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $388,771 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,278,059 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046964 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $382,930 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,714,624 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049637 | DistributionYr5Rt |
| Total Distribution | 0.2362 | TotalDistributionRt |
| Average Distribution | 0.04724 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,165,296 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $527,449 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,244 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $530,693 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $458,802 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,488 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,488 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,488 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,842 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,842 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,354 | OverpaymentAmt |
| Applied To ES Tax | $10,354 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | CHARLES DE SIEYES | IndividualWithBooksNm |
| 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHARLES J DE SIEYES | ||||||
| C/O FTCI 280 Park Ave | NEW YORK | NY | 10017 | PRES DIRECTOR | 10 | $0 |
| DAVID C DE SIEYES | ||||||
| C/O FTCI 280 Park Ave | NEW YORK | NY | 10017 | VP DIRECTOR | 10 | $0 |
| J C DAVID HADDEN | ||||||
| C/O FTCI 280 Park Ave | NEW YORK | NY | 10017 | DIRECTOR | 10 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,853,447 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $481,879 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,335,326 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,335,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $170,030 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,165,296 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $558,265 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $558,265 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,488 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,488 | TotalTaxAmt |
| Distributable Before Adj | $551,777 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $551,777 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $551,777 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $458,802 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $458,802 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $458,802 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $551,777 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $452,492 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $458,802 | QualifyingDistributionsAmt |
| Applied To Year1 | $452,492 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,310 | 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 | $545,467 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES J DE SIEYES | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (212 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANCHOR TO WINDWARD INCORPORATED | ||||||||
| C/O MARBLEHEAD COUNSELING CENTER P | Marblehead | MA | 01945 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $4,000 | |
| AGAWAM COUNCIL | ||||||||
| AGAWAM COUNCIL 30 FIELDSTONE LANE | HANOVER | MA | 023391941 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,500 | |
| ACTION INC | ||||||||
| 180 MAIN STREET | GLOUCHESTER | MA | 01930 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| CAPE ANN HABITAT FOR HUMANITY | ||||||||
| 121 HABITAT STREET | Americus | GA | 31709 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| ALZHEIMER'S DISEASE AND RELATED | ||||||||
| 8430 W BRYN MAWR AVE UNIT 800 | CHICAGO | IL | 606313473 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $3,000 | DISORDERS ASSOC - IL |
| AMERICAN CANCER SOCIETY INC | ||||||||
| NEW ENGLAND DIVISION INC ONE BOW | Topsham | ME | 040861240 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| BEVERLY BOOTSTRAPS FOOD PANTRY | ||||||||
| 371 CABOT STREET | Beverly | MA | 02116 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| BOSTON BALLET INC | ||||||||
| 19 CLARENDON STREET | BOSTON | MA | 02116 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| BOSTON SYMPHONY ORCHESTRA | ||||||||
| ATTENTION EMILY M REEVES SYMPHON | BOSTON | MA | 02115 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| BROOKWOOD SCHOOL INC | ||||||||
| ONE BROOKWOOD ROAD | Manchester | MA | 01944 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| DAMON RUNYON CANCER RESEARCH | ||||||||
| ONE EXCHANGE PLAZA 55 BROADWAY SU | New York | NY | 10006 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | FOUNDATION |
| THE CARROLL CENTER FOR THE BLIND | ||||||||
| 770 CENTRE STREET | Newton | MA | 024582597 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $100 | |
| CHILDREN'S HOSPITAL CORPORATION | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $3,000 | |
| CHRIST CHURCH PARISH DAY SCHOOL | ||||||||
| 149 ASBURY STREET | South Hamilton | MA | 01982 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $200 | |
| CITIZEN'S FOR ADEQUATE HOUSING INC | ||||||||
| 40 WASHINGTON ST | Peabody | MA | 02115 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| COMMUNITY SERVINGS INC | ||||||||
| 18 MARBURY TERRACE | Jamaica Plain | MA | 02130 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 44 BINNEY STREET | Boston | MA | 02115 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| EPILEPSY FOUNDATION | ||||||||
| 8301 PROFESSIONAL PLACE | Landover | MD | 20785 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $5,000 | |
| EPILEPSY FOUNDATION OF | ||||||||
| 540 GALLIVAN BLVD 2ND FLOOR | Boston | MA | 02124 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $10,000 | MASSACHUSETTS AND RHODE ISLAND |
| ESSEX COUNTY TRAIL ASSOCIATION | ||||||||
| 29 NORTH MAIN STREET | Ipswich | MA | 019382217 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $3,000 | |
| FRIENDS OF NORTHSHORE EDUCATION | ||||||||
| 112 SOHIER RD | Beverly | MA | 019155534 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $5,000 | |
| GREEN MOUNTAIN HORSE ASSOCIATION | ||||||||
| 5491 SOUTH ROAD | Woodstock | VT | 05071 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| FRENCH LIBRARY & CULTURAL CENTER | ||||||||
| 53 MARLBOROUGH STREET | Boston | MA | 02116 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| LAKE FOREST COLLEGE | ||||||||
| 555 NORTH SHERIDAN ROAD | Lake Forest | IL | 60045 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $5,000 | |
| MARINE MAMMAL CONSERVANCY | ||||||||
| PO BOX 1625 | Key Largo | FL | 33037 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $10,000 | |
| MASSACHUSSETS AUDUBON SOCIETY | ||||||||
| 280 ELIOT ST | Natick | MA | 01760 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| MASSACHUSSETS EYE & EAR | ||||||||
| 243 CHARLES STREET | Boston | MA | 02114 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | INFIRMARY |
| HAMILTON HOUSING AUTHORITY | ||||||||
| JULIE MARTINEAU EXECUTIVE DIRECTOR | Hamilton | MA | 01982 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| HAMILTON TOWN HALL- HAMILTON | ||||||||
| 577 BAY ROAD PO BOX 429 | HAMILTON | MA | 01936 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $3,000 | FOUNDATION |
| HAMILTON - WENDHAM EDUCATION FUND | ||||||||
| PO BOX 2433 | S Hamilton | MA | 01982 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $3,000 | |
| KENTS HILL SCHOOL | ||||||||
| 1614 MAIN STREET | Kents Hil | ME | 04349 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $5,000 | |
| MASSACHUSSETS SPECIAL OLYMPICS | ||||||||
| 512 FOREST STREET | Marlborough | MA | 01752 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| MEDIC ALERT FOUNDATION | ||||||||
| 2323 COLORADO AVENUE | Turlock | CA | 95382 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $100 | |
| MONTSERRAT COLLEGE OF ART | ||||||||
| 23 ESSEX STREET PO BOX 26 | Beverly | MA | 01915 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $500 | |
| MUSEUM OF FINE ARTS | ||||||||
| 465 HUNTINGTON AVENUE | Boston | MA | 02115 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $3,000 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $100 | |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||||
| 3300 E SUNRISE DRIVE | Tucson | AZ | 85718 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $100 | |
| NATIONAL CHILDREN'S CANCER SOCIETY | ||||||||
| ONE SOUTH MEMORIAL DRIVE SUITE 800 | ST LOUIS | MO | 63102 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| NEW ENGLAND AQUARIUM CORPORATION | ||||||||
| ONE CENTRAL WHARF | BOSTON | MA | 021103309 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| NEW ENGLAND CONSERVATORY OF MUSIC | ||||||||
| 290 HUNTINGTON AVENUE | Boston | MA | 021155018 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $100 | |
| NOAH'S WISH | ||||||||
| PO BOX 4288 | El Dorado Hills | CA | 95762 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $100 | |
| NAMI CAPE ANN | ||||||||
| 43 GLOUCESTER AVE 2A | Gloucester | MA | 01930 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| NORTH SHORE ELDER SERVICES INC | ||||||||
| 152 SYLVAN STREET UNIT 1 | DANVERS | MA | 01923 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| NORTH SHORE HEALTH PROJECT | ||||||||
| 67 MIDDLE STREET UNIT 99 | Gloucester | MA | 019305763 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $250 | |
| NORTH SHORE UNITED WAY | ||||||||
| 248 CABOT STREET | Beverly | MA | 01915 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| NORTH SHORE COMMUNITY COLLEGE | ||||||||
| 1 FERNCROFT ROAD | Danvers | MA | 01923 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | FOUNDATION |
| SCHOOL'S OUT | ||||||||
| 284 BAY ROAD | SOUTH HAMILTON | MA | 01982 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| SMILE TRAIN INC | ||||||||
| 41 MADISON AVENUE 28TH FLOOR | NEW YORK | NY | 10010 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $100 | |
| SUSAN B ANTHONY PROJECT | ||||||||
| 179 WATER STREET | Torrington | CT | 067900846 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $500 | |
| NORTHFIELD MOUNT HERMON SCHOOL | ||||||||
| ONE LAMPLIGHTER WAY | Mount Hermon | MA | 01354 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $7,000 | |
| OASIS SANCTUARY FOUNDATION | ||||||||
| PO BOX 2166 | Scottsdale | AZ | 85252 | NONE | EXEMPT | FOR ORGANIZATION'S EXEMPT | $100 | |
| THE OPEN DOOR OF HOSPITALITY INC | ||||||||
| 28 REAR EMERSON AVENUE | Gloucester | MA | 01930 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| PEABODY ESSEX MUSEUM | ||||||||
| 161 ESSEX STREET | Salem | MA | 01970 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $5,000 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| PLANNED PARENTHOOD LEAGUE OF | ||||||||
| 1055 COMMONWEALTH AVE | BOSTOM | MA | 022151001 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $5,000 | MASSACHUSSETS |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVE | Boston | MA | 021184004 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| JEANNE GEIGER CRISIS CENTER | ||||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| SYLVIA'S HAVEN INC | ||||||||
| 7 FOSTER ST UNIT 29 | Revere | MA | 021513419 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| UNITED STATES EQUESTRIAN FEDERATION | ||||||||
| 4047 IRON WORKS PARKWAY | Lexington | KY | 40511 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| THAYER SCHOOL OF ENGINEERING | ||||||||
| DARTMOUTH COLLEGE 8000 CUMMINGS HA | Hanover | NH | 037559914 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $5,000 | |
| WELLSPRING HOUSE INC | ||||||||
| 302 ESSEX AVENUE | Gloucester | MA | 01930 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $500 | |
| WENHAM HISTORICAL ASSOCIATION | ||||||||
| 132 MAIN STREET | Wenham | MA | 01984 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $5,000 | & MUSEUM |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| 125 WESTERN AVENUE | Boston | MA | 01984 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||
| 1305 WEST GREEN STREET MC-38 | Urbana | IL | 61801 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $500 | |
| WINDRUSH FARM THERAPEUTIC | ||||||||
| 479 LACY ST | North Andover | MA | 01845 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $5,000 | EQUITATION |
| BIG BROTHERS BIG SISTERS | ||||||||
| 195 LANCASTER STREET | Portland | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $250 | |
| ASPEN HISTORICAL SOCIETY | ||||||||
| 200 E BLEEKER ST | ASPEN | CO | 81611 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| ATLANTIC SALMON FEDERATION | ||||||||
| PO BOX 807 | Calais | ME | 046199975 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | CONSERVATION |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVENUE CLEVELAND | CLEVELAND | OH | 441064923 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $4,000 | (MED) |
| BOYS AND GIRLS CLUB OF GREATER | ||||||||
| PO BOX 7830 | Portland | ME | 04112 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $250 | PORTLAND |
| CENTER FOR GRIEVING CHILDREN | ||||||||
| PO BOX 1438 | Portland | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $500 | |
| COLORADO COLLEGE ANNUAL | ||||||||
| COLORADO COLLEGE 14 EAST CACHE LA | Colorado Springs | CO | 80903 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | FUND |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVENUE | Cleveland | OH | 441064923 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | (U-GRAD) |
| DEERFIELD ACADEMY (ANN'L FUND) | ||||||||
| PO BOX 87 | Deerfield | MA | 013420306 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $25,000 | |
| CURAMERICAS (FORMERLY ANDEAN RURAL | ||||||||
| 318 W MILLBROOK RD SUITE 105 | RALEIGH | NC | 27609 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $250 | /HEALTH) |
| FALMOUTH EDUCATION FOUNDATION | ||||||||
| PO BOX 1061 | FALMOUTH | MA | 02541 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $10,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | New York | NY | 100015004 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $4,000 | |
| FAMILY CRISIS CENTER | ||||||||
| PO BOX 704 | PORTLAND | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| FAMILY ICE CENTER ANNUAL FUND | ||||||||
| PO BOX 6127 | FALMOUTH | ME | 04105 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| PROJECT FEED | ||||||||
| 202 WOODFORD STREET | Portland | ME | 04103 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $10,000 | |
| FAMILY PLANNING ASSOCIATION | ||||||||
| PO BOX 587 | AUGUSTA | ME | 04332 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $5,000 | OF MAINE |
| FOOD RUNNERS | ||||||||
| 2579 WASHINGTON STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $4,000 | |
| PSRMAINE | ||||||||
| PO BOX 1771 | Portland | ME | 04104 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $250 | |
| FRIENDS OF CASCO BAY CAMPAIGN | ||||||||
| 2 FORT ROAD | SOUTH PORTLAND | ME | 04106 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $250 | |
| FARM & WILDERNESS | ||||||||
| 263 FARM WILDERNESS | Road Plymouth | VT | 050569434 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,500 | |
| GOOD SHEPARD FOOD BANK | ||||||||
| PO BOX 1807 | Auburn | ME | 042111807 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| GREATER PORTLAND LANDMARKS | ||||||||
| 165 STATE STREE | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $100 | |
| SAFE | ||||||||
| PO BOX 206 | Freeport | ME | 04032 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $500 | |
| HISTORICAL SOCIETY OF FALMOUTH | ||||||||
| 190 US ROUTE ONE PMB 367 | Falmouth | ME | 04105 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $100 | MAINE |
| HOSPICE OF SOUTHERN MAINE | ||||||||
| 465 CONGRESS STREET SUITE 600 | Portland | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $5,000 | |
| SALVATION ARMY | ||||||||
| PO BOX 3647 | Portland | ME | 04104 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $5,000 | |
| IMMIGRANT LEGAL ADVOCACY | ||||||||
| PO BOX 17917 | Portland | ME | 04112 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| HABITAT FOR HUMANITY - EAST BAY | ||||||||
| PO BOX 10505 | PORTLAND | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,500 | |
| HABITAT FOR HUMANITY SANTA CRUZ | ||||||||
| 1007 CEDAR STREET | SANTA CRUZ | CA | 95060 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $3,750 | |
| SEEDS OF PEACE | ||||||||
| 370 LEXINGTON AVE SUITE 1201 | NEW YORK | NY | 10017 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $500 | |
| HEAL THE BAY | ||||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| HEIFER PROJECT INTERNATIONAL | ||||||||
| 1015 LOUISIANA STREET | Little Rock | AR | 72202 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $3,000 | |
| IRIS NETWORK | ||||||||
| 185 PARK AVENUE | Portland | ME | 04102 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $250 | |
| JESSIE B-C FUND | ||||||||
| 17 JESSIES LANE | Cumberland | ME | 04021 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $250 | |
| SAN FRANCISCO BAYKEEPER | ||||||||
| 785 MARKET STREET SUITE 850 | San Francisco | CA | 94103 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $500 | |
| JUILLIARD SCHOOL OF MUSIC | ||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 100236588 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $250 | |
| KIEVE AFFECTION EDUCATION INC | ||||||||
| PO BOX 169 | Nobleboro | ME | 045550169 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $100 | |
| SNOWMASS COMMUNITY FUND | ||||||||
| PO BOX 5566 | Snowmass Village | CO | 81615 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $500 | |
| KIVA | ||||||||
| 3180 18TH STREET SUITE 201 | San Francisco | CA | 94110 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| MAINE COAST HERITAGE TRUST | ||||||||
| ONE MAIN STREET | Topsham | ME | 04086 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| MAINE COLLEGE OF ART | ||||||||
| 97 SPRING STREET | Portland | ME | 041013897 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $500 | (CAPITAL CAMPAIGN) |
| SNOWMASS-WILDCAT FIREFIGHTERS ASSN | ||||||||
| PO BOX 6436 | Snowmass Village | CO | 81615 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $1,000 | |
| KONBIT SANTE CAP - HAITIEN HEALTH | ||||||||
| PO BOX 11281 | Portland | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| LONG ISLAND LIBRARY | ||||||||
| PO BOX 252 | Long Island | ME | 04050 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $250 | |
| MADD | ||||||||
| PO BOX 10165 | Des Moines | IA | 503400165 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $100 | |
| SENIORS INDEPENDENT INC | ||||||||
| 0275 CASTLE CREEK ROAD | Aspen | CO | 81611 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $1,000 | |
| MAINE AUDUBON SOCIETY | ||||||||
| PO BOX 6009 | Falmouth | ME | 041056009 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $500 | |
| MAINE FARMLAND TRUST | ||||||||
| PO BOX 1597 | Bucksport | ME | 04416 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| STANFORD UNIVERSITY | ||||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $2,000 | |
| MAINE HISTORICAL SOCIETY | ||||||||
| 489 CONGRESS STREET | Portland | ME | 041013498 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $500 | |
| MAINE HUTS AND TRAILS | ||||||||
| 375 N MAIN ST | Kingfield | ME | 04947 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $100 | |
| MMC (ANNUAL FUND) | ||||||||
| 22 BRAMHALL STREET | Portland | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| MAINE NARROW GAUGE RAILROAD | ||||||||
| 58 FORE STREET | Portland | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $250 | & MUSEUM |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | ||||||||
| 288 MAIN STREET | Lander | WY | 82520 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $750 | |
| MERCY HOSPITAL (ANNUAL FUND) | ||||||||
| 144 STATE STREET | Portland | ME | 041013795 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| NATURE CONSERVANCY | ||||||||
| 201 MISSION STREET 4TH FLOOR | San Francisco | CA | 941051832 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $18,250 | CALIFORNIA CHAPTER |
| OXFAM AMERICA | ||||||||
| PO BOX 1745 | Boston | MA | 02105 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,500 | |
| PENINSULA OPEN SPACE TRUST | ||||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $500 | |
| PORTLAND COMMUNITY FREE CLINIC | ||||||||
| 103 INDIA STREET | Portland | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| PORTLAND SYMPHONY ORCHESTRA | ||||||||
| PO BOX 3573 | Portland | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| PORTLAND MUSEUM OF ART | ||||||||
| SEVEN CONGRESS SQUARE | Portland | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | (CONTRIBUTI NG/CATEGORY) |
| PORTLAND PUBLIC LIBRARY | ||||||||
| FIVE MONUMENT SQUARE | Portland | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| PORTLAND STAGE COMPANY | ||||||||
| 25A FOREST AVENUE PO BOX 1458 | Portland | ME | 04104 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| THE STEEL YARD | ||||||||
| 27 SIMS AVE | Providence | RI | 02909 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $100 | |
| SURFRIDER FOUNDATION | ||||||||
| 2222 E CLIFF DR 234 | SANTA CRUZ | CA | 95062 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $1,000 | SANTA CRUZ |
| SOCIETY FOR THE PROTECTION | ||||||||
| 54 PORTSMOUTH STREET | Concord | NH | 033019965 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $1,000 | NH FORESTS |
| MAINE STATE MUSIC THEATRE | ||||||||
| 22 ELM STREET | Brunswick | ME | 04011 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $5,000 | |
| SOUTHERN MAINE AGENCY OF AGING | ||||||||
| PO BOX 10480 307 CUMBERLAND AVENUE | PORTLAND | ME | 04104 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $3,000 | |
| ST FRANCIS OF ASSISI | ||||||||
| ST FRANCIS OF ASSISI PO BOX 38160 | Tallahassee | FL | 323158160 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $1,000 | |
| TROUT UNIT - COLDWATER | ||||||||
| SUITE 310 1500 WILSON BOULEVARD | Arlington | VA | 222092404 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $2,000 | CONSERVATION FUND |
| THE UCSB FOUNDATION | ||||||||
| UNIVERSITY OF CALIFORNIA | Santa Barbara | CA | 931062013 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $250 | |
| VNA HOME HEALTH CARE | ||||||||
| 144 STATE STREET | PORTLAND | ME | 041019942 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $2,000 | |
| TROUT UNLIMITED | ||||||||
| PO BOX 8401 | PORTLAND | ME | 04104 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $250 | SEBAGO |
| UNITED WAY OF GREATER PORTLAND | ||||||||
| 1 CANAL PLAZA 300 | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $2,500 | |
| UMBRELLA CO BIKE ECONOMICS | ||||||||
| 820 SW 2ND AVE SUITE 200 | PORTLAND | OR | 97204 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $400 | |
| AMERICAN RED CROSS NATIONAL | ||||||||
| 524 FOREST AVENUE | Portland | ME | 04101 | NONE | PC | ORGANIZATION'S EXEMPT | $1,000 | HEADQUARTERS |
| VITA VERDE NATURE EDUCATION | ||||||||
| 3540 LA HONDA ROAD | SAN GEORGIA | CA | 94074 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $5,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 14 MAINE ST 401 | BRUNSWICK | ME | 04011 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $10,000 | |
| PROCTOR ACADEMY | ||||||||
| 204 MAIN ST | ANDOVER | NH | 03216 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $5,000 | |
| THE GLOUCESTER ADVENTURE | ||||||||
| 4 HARBOR LOOP | GLOUCESTER | MA | 01930 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,500 | |
| THE COMMUNITY HOUSE | ||||||||
| 15 BORAGE PL | FOREST HILLS | NY | 11375 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $3,000 | |
| SERVICE DOG PROJECT | ||||||||
| 37 BOXFORD RD | Ipswich | MA | 01938 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $3,000 | |
| NAPA VALLEY COLLEGE FOUNDATION | ||||||||
| 2277 NAPA VALLEJO HWY 1037 | Napa | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $10,500 | |
| TH JACKIE ROBINSON FOUNDATION | ||||||||
| ONE HUDSON SQUARE 75 VARICK STREET | NEW YORK | NY | 10013 | NONE | PC | FOR ORGANIZATIONS EXEMPT | $2,000 | |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||
| DEVELOPMENT OFFICE 116 HUNTINGTON | BOSTON | MA | 02116 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $5,000 | |
| NORTHEAST HEALTH FOUNDATION | ||||||||
| 85 HERRICK STREET | Beverly | MA | 01915 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| NORTHEAST ARC | ||||||||
| 64 HOLTEN ST | DANVERS | MA | 01923 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| NAPA HUMANE SOCIETY | ||||||||
| 3265 CALIFORNIA BLVD | Napa | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $5,376 | |
| MY LIFE MY CHOICE | ||||||||
| 989 COMMONWEALTH AVENUE | Boston | MA | 02215 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| QUEEN OF THE VALLEY MEDICAL CENTER | ||||||||
| MS ELAINE JOHN 1000 TRANCAS STREE | NAPA | CA | 94558 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| THE SHOE THAT GROWS | ||||||||
| 1224 1ST ST S SUITE 301 | Nampa | ID | 83651 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $500 | |
| THOROUGHBRED RETIREMENT FOUNDATION | ||||||||
| PO BOX 834 | Saratoga Springs | NY | 12866 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,500 | |
| TOYS FOR TOTS | ||||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | PC | FOR ORGNANIZATION'S EXEMPT | $500 | |
| TRUSTEES OF RESERVATIONS | ||||||||
| 572 ESSEX STREET | BEVERLY | MA | 019151530 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $4,000 | |
| VFW | ||||||||
| PO BOX 8958 | Topeka | KS | 666088958 | NONE | PC | FOR ORGNANIZATION'S EXEMPT | $1,000 | |
| Y CAMP IN IPSWICH | ||||||||
| C/O GERRY BEAUCHAMP 110 COUNTY ROA | Ipswich | MA | 01938 | NONE | PC | FOR ORGANIZATION'S EXEPT | $2,000 | |
| AFS MAINE AMERICANS ABROAD FUND | ||||||||
| 120 WALL STREET 4TH FL | New York | NY | 10005 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| ASPEN COMMUNITY CHURCH | ||||||||
| 200 E BLEEKER ST | ASPEN | CO | 81611 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $500 | |
| CHARLES M BELISLE SCHOLARSHIP | ||||||||
| 272 CONGRESS STREET | Portland | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| COMPASS PROJECT | ||||||||
| 858 E 29TH STREET | BROOKLYN | NY | 11210 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $100 | |
| Daniel Cardillo Charitable Fund | ||||||||
| 185 HALL ST 1518 | BROOKLYN | NY | 11205 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $250 | |
| Goodwill Industries of Northern New Engl | ||||||||
| 75 WASHINGTON AVE SUITE 300 | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| GULF OF MAINE RESEARCH INSTITUTE | ||||||||
| 350 COMMERCIAL ST | PORTLAND | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $500 | |
| ACCORD FOOD PANTRY | ||||||||
| PO BOX 2203 | S HAMILTON | MA | 01982 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $4,000 | |
| Alzheimer Foundation of America | ||||||||
| 322 8TH AVENUE 7TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $5,000 | |
| Bridgewell-Sovner Center | ||||||||
| 125 LIBERTY ST | DANVERS | MA | 01923 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| CURE (Citizens United in Research for Ep | ||||||||
| 223 W ERIE SUITE 2 SW | Chicago | IL | 60654 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $3,000 | |
| ESSEX COUNTY GREENBELT | ||||||||
| 82 EASTERN AVE | Essex | MA | 02124 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| JOHNNY MILLER CHAP FOUNDATION | ||||||||
| PO BOX 970488 | OREM | UT | 84097 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| KATE RISLEY FOUNDATION | ||||||||
| ATTENTION JOHN RISLEY 29 COLUMBUS | Northampton | VA | 010604252 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| MSPCA | ||||||||
| MSPCA-ANGELL HEADQUARTERS | Boston | MA | 02130 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $500 | |
| MOUNT GEORGE ELEMENTARY SCHOOL | ||||||||
| 1019 SECOND AVENUE | Napa | CA | 945583938 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $4,620 | |
| JANE GOODALL INSTITUTE | ||||||||
| 8700 GEORGIA AVENUE SUITE 500 | Silver Spring | MD | 20910 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $5,000 | |
| LIFT 360 | ||||||||
| 132 SPRING ST | Portland | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $250 | |
| MAINE ACADEMY OF FAMILY PHYSICIANS | ||||||||
| PO BOX 424 | Hartland | ME | 04943 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $250 | |
| LONG ISLAND COMMUNITY CENTER | ||||||||
| PO BOX 263 | LONG ISLAND | ME | 04050 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $250 | REVITALIZATION PROJECT |
| MAINE CANCER FOUNDATION | ||||||||
| 170 US ROUTE 1 SUITE 250 | Falmouth | ME | 04105 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $500 | THE PINK TULIP PROJECT |
| MITCHELL INSTITUTE | ||||||||
| 22 MONUMENT SQ SUITE 200 | Portland | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $3,000 | |
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||||
| 3 WADE ST | Augusta | ME | 04330 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $3,000 | |
| OPPORTUNITY ALLIANCE | ||||||||
| 50 LYDIA LANE | South Portland | ME | 04106 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,500 | |
| PISACANO LEADERSHIP FOUNDATION | ||||||||
| 2228 YOUNG DRIVE | Lexington | KY | 40505 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $100 | |
| PORTLAND ARTS AND CULTURAL ALLIANCE | ||||||||
| 549 CONGRESS STREET | Portland | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $100 | |
| PORTLAND ENGLISH AS A SECOND LANGUAGE | ||||||||
| PO BOX 281 | Portland | ME | 04112 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $250 | |
| ST LAWRENCE ARTS CENTER | ||||||||
| 76 CONGRESS STREET | Portland | ME | 04101 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| TATE HOUSE MUSEUM | ||||||||
| 1267 WESTBROOK ST | PORTLAND | ME | 04102 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| UNIVERSITY OF NEW ENGLAND | ||||||||
| 716 STEVENS AVENUE | Portland | ME | 04103 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $250 | GALLERY OF ART |
| SURFRIDER FOUNDATION | ||||||||
| 122 SOUTH EL CAMINO REAL 67 | San Clemente | CA | 92672 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $500 | |
| TROUT UNLIMITED STEINBECK COUNTRY | ||||||||
| 76 VALLE VISTA | Carmel Valley | CA | 93924 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| COMMUNITY FOUNDATION OF SANTA CRUZ | ||||||||
| 7807 SOQUEL DRIVE | APTOS | CA | 95003 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,500 | |
| UNIVERSITY OF CALIFORNIA AT SANTA CRUZ | ||||||||
| UC SANTA CRUZ 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $200 | |
| APTOS SPORTS FOUNDATION | ||||||||
| 9119 SOQUEL DR | APTOS | CA | 95003 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $250 | |
| SPCA OF SANTA CRUZ | ||||||||
| PO BOX 3800 | SANTA CRUZ | CA | 95063 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| PLANNED PARENTHOOD SANTA CRUZ | ||||||||
| 1119 PACIFIC AVE SUITE 200 | Santa Cruz | CA | 95060 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $5,000 | |
| KAZU | ||||||||
| 100 CAMPUS CENTER BUILDING 201 RO | Seaside | CA | 93955 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $4,000 | |
| LAND TRUST OF SANTA CRUZ | ||||||||
| 617 WATER STREET | Santa Cruz | CA | 95060 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| WALNUT AVE WOMEN'S CENTER | ||||||||
| 303 WALNUT AVENUE | SANTA CRUZ | CA | 95060 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,500 | |
| PAJARO VALLEY LOAVES AND FISHES | ||||||||
| 150 SECOND STREET | Watsonville | CA | 95087 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $1,000 | |
| GREY BEARS | ||||||||
| 2710 CHANTICLEER AVE | Santa Cruz | CA | 95065 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| BIRDSONG NATURE CENTER | ||||||||
| 2106 MERIDIAN RD | Thomasville | GA | 31792 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $300 | |
| SANTA CRUZ HUB FOR SUSTAINABLE TRANSPORT | ||||||||
| 703 PACIFIC AVE B | SANTA CRUZ | CA | 95060 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $200 | |
| NATIVE ANIMAL RESCUE | ||||||||
| 1855 17TH AVE | SANTA CRUZ | CA | 95062 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $200 | |
| OCEANSWIDE | ||||||||
| PO BOX 797 | Newcastle | ME | 04553 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $300 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 800 OHLONE PARKWAY | Watsonville | CA | 950767005 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $4,450 | |
| MONTEREY BAY AQUARIUM FOUNDATION | ||||||||
| 886 CANNERY ROW | Monterey | CA | 93940 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $2,000 | |
| Jacob's Heart Children's Cancer Support | ||||||||
| 680 WEST BEACH STREET | Watsonville | CA | 95076 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $200 | |
| Horse & Heart Ranch | ||||||||
| 5017 IRONWOOD DRIVE | Soquel | CA | 95073 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $300 | |
| RIEKES CENTER FOR HUMAN ENHACEMENT | ||||||||
| 3455 EDISON WAY | Menlo Park | CA | 94025 | NONE | PC | FOR ORGANIZATION'S EXEMPT | $450 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $445,146 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $235,925 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,670 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $144,466 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $387,061 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $387,061 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $3,300 | Amt |
| Disbursements Charitable Prps | $3,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| FTCI INV A/C - SEE ATTACHED | |
| ANTHEM INC SR NY DTD 8/12/10 4 | $100,334 |
| ISHARES INTERMEDIATE CREDIT BO | $136,029 |
| VANGUARD INTERMEDIATE TERM BON | $175,221 |
| FRANKLIN INVS SECS TOTAL RETRU | $290,000 |
| VANGUARD S/T INVEST GR-ADM DTD | $279,269 |
| STANLEY BLACK & DECKER INC EXP | |
| FRANKLIN LIBERTY SHORT DURATIO | $98,324 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| ABBOTT LABORATORIES | $203,054 |
| ABBVIE INC | $41,473 |
| ALPHABET INC CL A | $6,206 |
| ALPHABET INC CL C | $6,205 |
| AMAZON.COM INC | $69,136 |
| AMERICAN TOWER REIT INC | |
| APPLE INC | $91,668 |
| BERKSHIRE HATHAWAY INC | $109,256 |
| BLACKROCK INC | |
| BOEING CO | $147,751 |
| CELGENE CORP | $90,758 |
| CHURCH & DWIGHT INC | $76,529 |
| COSTCO WHOLESLAE CORP | $142,312 |
| DIAGEO PLC SPONSORED ADR | $97,352 |
| DISCOVER FINANCIAL SERVICES | $162,869 |
| DOW CHEMICAL CO | |
| ENTERPRISE PRODUCTS PARTNERS L | $101,257 |
| EXXON MOBIL CORP | $24,552 |
| FACEBOOK INC CL A | $85,230 |
| GENERAL ELECTRIC CORP | $229,674 |
| GILEAD SCIENCES INC | $61,484 |
| JP MORGAN CHASE & CO | $164,262 |
| LILLY ELI & CO | $2 |
| LOWES COS INC | $87,416 |
| METLIFE INC | $241,988 |
| MICROCHIP TECHNOLOGY INC | $120,743 |
| MICROSOFT CORP | $268,257 |
| NESTLE S A SPONSORED ADR | $209,770 |
| NIKE INC CL B | $28,863 |
| REGENERON PHARMACEUTICALS INC | $85,703 |
| ROCHE HOLDINGS LTD | $233,052 |
| ROCKWELL AUTOMATION INC | $132,969 |
| ROYAL DUTCH PLC ADR | $262,152 |
| SCHLUMBERGER LTD | |
| TARGET CORP | |
| TJX COS INC NEW | $94,618 |
| UNITED TECHNOLOGIES CORP | $124,843 |
| VERIZON COMMUNICATIONS | $153,759 |
| FRANKLIN SMALL CAP VALUE FD | $181,265 |
| OAK RIDGE SMALL CAP GROWTH FUN | |
| ANALOG DEVICES INC | $188,738 |
| CHUBB LTD | $75,746 |
| CISO SYSTEMS INC | $177,438 |
| COMCAST CORP CL A | $98,513 |
| MATTEL INC | |
| MERCK & CO INC | $209,682 |
| PFIZER INC | $166,729 |
| AMERICAN TOWER REIT | $106,239 |
| BLACKROCK INC | $91,855 |
| BRIGHTHOUSE FINANCIAL INC | $29,727 |
| DOWDUPONT INC | $185,886 |
| WALT DISNEY CO. | $33,306 |
| ARISTISAN SMALL CAP FUND | $230,290 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FRANKLIN K2 ALTERNATIVE STGIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $802,750 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND CASH DIFFERENCE | $367 |
| RETURN OF CAPITAL BASIS ADJUSTMENT | $8,824 |
| 2016 GRANT STOP PAYMENTS & REISSUE CHECK | $6,450 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE PRODUCTS PARTNERS LP | Desc |
| Revenue And Expenses Per Books | $6,670 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$8,553 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $352 | $352 | |
| FTCI INVESTMENT MANAGEMENT FEE | $51,782 | $41,426 | $10,356 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $1,874 | $1,874 | $0 |
| FEDERAL EXCISE TAX | $25,000 | $0 | $0 |
Comments