Coulombe Family Foundation: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
Coulombe Family Foundation (EIN 46-1469375)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201843199349100019
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-15T08:02:00-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010523282PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Berry Dunn McNeil & Parker LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1100AddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP041041100ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461469375EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Coulombe Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOULBusinessNameControlTxt
Phone2072287168PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 9729AddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ Colby WallacePersonNm
Person TitleSecretaryPersonTitleTxt
Phone2072287168PhoneNum
Signature2018-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara J McGuan CPAPreparerPersonNm
PTINP00219457PTIN
Phone2077752387PhoneNum
Preparation2018-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.49.157.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-09IPDt
IP Tm09:37:10IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4B911CF940901392101F49C7B224E295E6644E0BAtSubmissionCreationDeviceId
At Submission Filing Device IdE7B858A5D43A1C12EA56452E98FB06825C34A804AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,183,815FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$268,221DividendsRevAndExpnssAmt
Dividends Net Invst Incm$268,221DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$245,475NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$515,569GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$245,475CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$5,677OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$5,068OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$508,019TotalRevAndExpnssAmt
Total Net Invst Incm$508,628TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$22,812LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$11,406LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$11,406LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,936AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,468AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$5,468AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$48,681OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$48,681OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$23,561TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9,561TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,828OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$7,828OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$113,818TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$75,116TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$24,702TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$520,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$520,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$634,418TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$75,116TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$545,302TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$126,399ExcessRevenueOverExpensesAmt
Net Investment Income$433,512NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,849CashBOYAmt
Cash EOY$4,673CashEOYAmt
Cash EOYFMV$4,673CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,415,363SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$150,953SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$150,953SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$10,870,989OtherInvestmentsBOYAmt
Other Investments EOY$12,015,176OtherInvestmentsEOYAmt
Other Investments EOYFMV$14,028,189OtherInvestmentsEOYFMVAmt
Total Assets BOY$12,297,201TotalAssetsBOYAmt
Total Assets EOY$12,170,802TotalAssetsEOYAmt
Total Assets EOYFMV$14,183,815TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$12,297,201RetainedEarningBOYAmt
Retained Earning EOY$12,170,802RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$12,297,201TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,170,802TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,297,201TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,170,802TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,297,201TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$126,399ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,170,802SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,170,802TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded Securities$322,157$294,610$27,547$27,547
Publicly Traded Securities$193,412$196,705-$3,293-$3,293
Capital Gains from Passthrough - Short Term$32,052$32,052
Capital Gains from Passthrough - Long Term$189,097$189,097
Capital Gain Distribution - Long Term$72$72
FieldValueIRS element (for citing)
Capital Gain Net Income$245,475CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$595,004AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$9,905,663NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.060067DistributionYr1Rt
Adjusted Qlfy Distri Yr2$518,107AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,284,247NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050379DistributionYr2Rt
Adjusted Qlfy Distri Yr3$501,379AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$10,493,438NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047780DistributionYr3Rt
Adjusted Qlfy Distri Yr4$28,994AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,926,041NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.002921DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,405,685NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.161147TotalDistributionRt
Average Distribution0.032229AverageDistributionRt
Net Vl Noncharitable Assets$13,518,415NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$435,685AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,335NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$440,020AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$545,302QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,335InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,335SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,335TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,718EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$17,718TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$13,383OverpaymentAmt
Applied To ES Tax$13,383AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addresscoulombefamilyfoundation.orgWebsiteAddressTxt
Individual With BooksDavid ErbIndividualWithBooksNm
Phone2077752387PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1100AddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04104ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Michelle Coulombe-Hagerty
PO Box 9729PortlandME04101President1.00$0$0$0
Paul Coulombe
PO Box 9729PortlandME04101Vice President1.00$0$0$0
Geoff Alexander
PO Box 9729PortlandME04101Director1.00$0$0$0
David A Erb
PO Box 9729PortlandME04101Treasurer1.00$0$0$0
Colby Wallace
PO Box 9729PortlandME04101Secretary1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,436,386AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$287,893AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,724,279TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,724,279AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$205,864CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,518,415NetVlNoncharitableAssetsAmt
Minimum Investment Return$675,921MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$675,921MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,335TaxBasedOnInvestmentIncomeAmt
Total Tax$4,335TotalTaxAmt
Distributable Before Adj$671,586DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$671,586DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$671,586DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$545,302ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$545,302QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,335PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$540,967AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$671,586DistributableAsAdjustedAmt
Undistributed Income PY$369,912UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$545,302QualifyingDistributionsAmt
Applied To Year1$369,912AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$175,390AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$496,196UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMichelle Coulombe-HagertyContributingManagerNm
Contributing ManagerPaul CoulombeContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonColby WallaceRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 9729AddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04104ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2072287168RecipientPhoneNum
Recipient Email Addresscwallace@bernsteinshur.comRecipientEmailAddressTxt
Form And Info And MaterialsApplications must be submitted on the standard form provided on the Foundation's website and must be executed by a duly authorized representative of the applicant organization.FormAndInfoAndMaterialsTxt
Submission DeadlinesSeptember 30SubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A Company of Girls
671 Forest AvePortlandME04103Public CharityGeneral Operating Purposes$5,000
Big Brothers Big Sisters of Southern Maine
PO Box 8402 195 Lancaster StreetPortlandME04101Public CharitySpecial Project$25,000
Boca Helping Hands Inc
1500 NW 1st CourtBoca RatonFL33432Public CharitySponsorship$600
Boca Helping Hands Inc
1500 NW 1st CourtBoca RatonFL33432Public CharityGeneral Operating Purposes$10,000
Boothbay Harbor Memorial Library
4 Oak StreetBoothbay HarborME04538Public CharityGeneral Operating Purposes$10,000
Boys & Girls Clubs of Southern Maine
PO Box 7830 277 Cumberland AvePortlandME04112Public CharitySpecial Project$25,000
Camp Sunshine at Sebago Lake Inc
35 Acadia RoadCascoME04015Public CharitySpecial Project$5,000
Children in Crisis Inc
1000 Lukes WayFort Walton BeachFL32547Public CharityGeneral Operating Purposes$10,000
Children's Home Society of Florida
650 10th StreetVero BeachFL32960Public CharityGeneral Operating Purposes$10,000
Children's Museum & Theater of Maine
142 Free StreetPortlandME04101Public CharitySpecial Project$25,000
Coastal Kids Preschool
12 Jackies TrailDamariscottaME04543Public CharityGeneral Operating Purposes$10,000
Computers for Kids dba YouthEntity
PO Box 1989 455 South 3rd StreetCarbondaleCO81623Public CharitySpecial Project$10,000
Covenant Soup Kitchen Inc
220 Valley StreetWillimanticCT06226Public CharityGeneral Operating Purposes$5,000
DC Center for the Development and Promotion of Soccer DBA Goals for Girls
6119 3rd Street NWWashingtonDC20011Public CharitySpecial Project$10,000
CMMC Dempsey Center
29 Lowell Street 5th FloorLewistonME04240Public CharitySpecial Project$25,000
Family Promise of South Palm Beach County
840 George Bush Blvd Building DDelray BeachFL33483Public CharityGeneral Operating Purposes$10,000
GIVT Inc
2111 NW 30th RoadBoca RatonFL33431Public CharityGeneral Operating Purposes$10,000
Gulf of Maine Research Institute
350 Commercial StreetPortlandME04101Public CharitySpecial Project$25,000
HALOS Charleston
PO Box 70237North CharlestonSC29415Public CharityGeneral Operating Purposes$25,000
Jobs for Maine's Graduates
65 Stone StreetAugustaME04330Public CharityGeneral Operating Purposes$25,000
KidSafe Foundation
20283 State Road 7 300 Suite 106Boca RatonFL33498Public CharityGeneral Operating Purposes$10,000
Lifeflight Foundation
PO Box 899 13 Main StreetCamdenME04843Public CharityGeneral Operating Purposes$25,000
Maine Red Cross
16 Community WayTopshamME04086Public CharitySpecial Project$25,000
Make-A-Wish Maine
477 Congress St Suite M1PortlandME04101Public CharityGeneral Operating Purposes$25,000
Muscular Dystrophy Association
39 Mechanic Street Suite 100WestbrookME04092Public CharitySpecial Project$5,000
My Place Teen Center
755 Main StreetWestbrookME04092Public CharitySpecial Project$10,000
David & Leighan Rinker Foundation Inc
9078 Isaiah LanePalm Beach GardensFL33418Public CharitySpecial Project$50,000
Preble Street
38 Preble StreetPortlandME04101Public CharityGeneral Operating Purposes$10,000
PROPEL Inc
2500 NW 5th AvenueBoca RatonFL33431Public CharitySpecial Project$5,000
Salvation Army
PO Box 3575PortlandME04104Public CharitySpecial Project$5,000
Sandcastle Clinical and Educational Services
72 Strawberry AvenueLewistonME04240Public CharitySpecial Project$10,000
SeedMoney
3 Powderhorn DriveScarboroughME04074Public CharityGeneral Operating Purposes$10,000
Share Our StrengthNo Kid Hungry
1030 15th Street NW Suite 1100WWashingtonDC20005Public CharitySponsorship$10,000
Space Coast Early Intervention Center
3790 Dairy RoadMelbourneFL32904Public CharitySpecial Project$10,000
The Children's Shelter
2939 W Woodlawn AveSan AntonioTX78228Public CharitySpecial Project$10,000
The Opportunity Alliance
50 Lydia LaneSouth PortlandME04106Public CharitySpecial Project$10,000
United Angels Foundation
1411 W 1250 S Suite 310OremUT84058Public CharitySpecial Project$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$520,600TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$268,221ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$245,475ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOther Loss from PassthroughDesc
Business900099BusinessCd
Unrelated Business Taxbl Incm-$609UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion-$5,068ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$609UnrelatedBusinessTaxblIncmAmt
Exclusion$508,628ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$508,019TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountant FeesCategoryTxt
Amt$10,936Amt
Net Investment Income$5,468NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,468DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (13 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
23,316 American Beacon SP Float - YFMV$241,800$240,629
83,417 SHS Doubleline Total Return Bond FundFMV$910,703$886,724
33,230 SHS Guggenheim - Total Return Bond-ISFMV$888,551$904,534
6,620 SHS IShares Core U.S. Aggregate BOFMV$718,851$723,765
1,266 IShares 20+ Year Treasury Bond ETFFMV$149,125$160,605
29,623 Metropolitan West Total Return BD FDFMV$318,293$315,785
42,612 Vanguard FTSE Developed Markets ETFFMV$1,571,846$1,911,574
9,312 SHS Vanguard FTSE Emerging Markets ETFFMV$362,026$427,514
19,649 Vanguard Total Stock Market ETFFMV$2,289,706$2,696,825
718,369 Hedge FD-SCS Opportunities Fund LTDFMV$890,200$1,334,285
6,633 Units SCS US Equity Fund, LLCFMV$1,428,519$1,791,155
11,276 Units SCS International Equity Fund, LLCFMV$1,275,556$1,548,198
748,420 Units SCS Special Situations Fund LTDFMV$970,000$1,086,596

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$22,812LegalFeesAmt
Net Investment Income$11,406NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$11,406DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Insurance$749$0$0$749
Administrative Fees$1,304$0$0$1,304
Web Design$5,775$0$0$5,775

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Loss from PassthroughDesc
Revenue And Expenses Per Books-$5,677RevenueAndExpensesPerBooksAmt
Net Investment Income-$5,068NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment FeesCategoryTxt
Amt$48,681Amt
Net Investment Income$48,681NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Foreign Tax Paid$9,561$9,561$0$0
Excise Tax Paid$14,000$0$0$0

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