JOHN SAGE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN SAGE FOUNDATION (EIN 01-0469155)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2025-11-07
- IRS object ID
- 202533119349100133
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T09:37:24-06:00 | ReturnTs |
| Tax Period End | 2025-07-31 | 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 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041120445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-08-01 | 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 | CO HM PAYSON PO BOX 31 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD A BRACKETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2077223543 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P DOIRON | PreparerPersonNm |
| PTIN | P01206204 | PTIN |
| Phone | 2077721981 | PhoneNum |
| Preparation | 2025-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,543,048 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $319,975 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $78,531 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,531 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $81,615 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,051,295 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $81,615 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $480,121 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $160,146 | 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 | $9,341 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,671 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,670 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,123 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,123 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,692 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $868 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,233 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $460 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $773 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,389 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,122 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,443 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $161,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $161,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $206,889 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,122 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $166,943 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $273,232 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,024 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $80,500 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,137 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,137 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $355,267 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $382,647 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $385,105 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,741,800 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,023,042 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,933,352 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $177,027 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $190,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $192,454 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,354,594 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,627,826 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,543,048 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $3,354,594 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,627,826 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,354,594 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,627,826 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,354,594 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,627,826 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,354,594 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $273,232 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,627,826 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,627,826 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $969,751 | $1,005,270 | -$35,519 | -$35,519 |
| PUBLICLY TRADED SECURITIES | P | $1,054,448 | $964,410 | $90,038 | $90,038 |
| PUBLICLY TRADED SECURITIES | P | $26,248 | $26,248 | $26,248 | |
| PUBLICLY TRADED SECURITIES | P | $848 | $848 | $848 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $81,615 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,905 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,905 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,905 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,175 | OverpaymentAmt |
| Applied To ES Tax | $12,175 | 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 | THOMAS M PIERCE | IndividualWithBooksNm |
| Phone | 2077723761 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HM PAYSON PO BOX 31 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| CORRILLA D HASTINGS | ||||||||
| 538 MALBONS MILLS ROAD | SKOWHEGAN | ME | 04976 | PRESIDENT THRU 9/21/24 | 1.00 | $0 | $0 | $0 |
| JAMES P HASTINGS JR | ||||||||
| 538 MALBONS MILLS ROAD | SKOWHEGAN | ME | 04976 | TREASURER THRU 12/10/24 | 1.00 | $0 | $0 | $0 |
| DONALD A BRACKETT | ||||||||
| 630 OLD COUNTY ROAD | KNOX | ME | 04986 | PRESIDENT EFFECTIVE 9/22/24 | 1.00 | $0 | $0 | $0 |
| THOMAS M PIERCE | ||||||||
| C/O HM PAYSON CO PO BOX 31 | PORTLAND | ME | 04112 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN HASTINGS | ||||||||
| 180 HARTS NECK ROAD | TENANTS HARBOR | ME | 04860 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROLINE NORDEN | ||||||||
| 23 BOWDEN LANE | FREEPORT | ME | 04032 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| IAN JAMES BRACKETT | ||||||||
| 630 OLD COUNTY ROAD | KNOX | ME | 04986 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| RURIK J BRACKETT | ||||||||
| 630 OLD COUNTY ROAD | KNOX | ME | 04976 | TREASURER EFFECTIVE 12/11/24 | 1.00 | $0 | $0 | $0 |
| KIM CHAVEZ | ||||||||
| 630 OLD COUNTY ROAD | KNOX | ME | 04986 | SECRETARY | 1.00 | $0 | $0 | $0 |
| HUNTER HASTINGS | ||||||||
| 3916 N POTSDAM AVE 338 | SIOUX FALLS | SD | 57104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| FRITZ HASTINGS | ||||||||
| C/O HM PAYSON CO PO BOX 31 | PORTLAND | ME | 04112 | 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 | $6,039,557 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,330 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,150,887 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,150,887 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,263 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,058,624 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $302,931 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $302,931 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,905 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,905 | TotalTaxAmt |
| Distributable Before Adj | $301,026 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $301,026 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $301,026 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $166,943 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $166,943 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $301,026 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $123,438 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $166,943 | QualifyingDistributionsAmt |
| Applied To Year1 | $123,438 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,505 | 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 | $257,521 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | 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 | JOHNSAGEFOUNDATION@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | REFER TO WWW.JOHNSAGEFOUNDATION.ORG/APPLICATION-FORM.HTML | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | REFER TO WWW.JOHNSAGEFOUNDATION.ORG/GRANT-GUIDELINES.HTML | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLAGASH WILDERNESS WATERWAY FOUNDATION | ||||||
| PO BOX 1141 | BANGOR | ME | 04402 | PC | 2025 GRANT AWARD | $7,500 |
| BIGELOW LABORATORY FOR OCEAN SCIENCES | ||||||
| 60 BIGELOW DR | EASY BOOTHBAY | ME | 04544 | PC | 2025 GRANT AWARD | $10,000 |
| CAPE ELIZABETH LAND TRUST | ||||||
| 330 OCEAN HOUSE RD | CAPE ELIZABETH | ME | 04107 | PC | 2025 GRANT AWARD | $5,000 |
| COASTAL MOUNTAINS LAND TRUST | ||||||
| 101 MT BATTIE ST | CAMDEN | ME | 04843 | PC | 2025 GRANT AWARD | $7,500 |
| COASTAL RIVERS CONSERVATION TRUST | ||||||
| 12 ROUND TOP LN | DAMARIXCOTTA | ME | 04543 | PC | 2025 GRANT AWARD | $7,000 |
| COBALT | ||||||
| 502 DEERING AVENUE | PORTLAND | ME | 04103 | PC | 2025 GRANT AWARD | $5,000 |
| COBALT | ||||||
| 502 DEERING AVENUE | PORTLAND | ME | 04103 | PC | 2025 GRANT AWARD | $9,000 |
| FALMOUTH LAND TRUST | ||||||
| 74 LUNT RD | FALMOUTH | ME | 04105 | PC | 2025 GRANT AWARD | $7,500 |
| FRIENDS OF BAXTER STATE PARK | ||||||
| 137 HIGH ST SUITE 4 | BELFAST | ME | 04915 | PC | 2025 GRANT AWARD | $5,000 |
| FRIENDS OF CASCO BAY | ||||||
| 75 W COMMERCIAL ST STE 301 | PORTLAND | ME | 04101 | PC | 2025 GRANT AWARD | $5,000 |
| HERRING GUT LEARNING CENTER | ||||||
| 59 FACTORY RD | PORT CLYDE | ME | 04855 | PC | 2025 GRANT AWARD | $4,000 |
| HIGH PEAKS ALLIANCE | ||||||
| PO BOX 987 | FARMINGTON | ME | 04938 | PC | 2025 GRANT AWARD | $10,000 |
| KENNEBEC LAND TRUST | ||||||
| 331 MAIN ST | WINTHROP | ME | 04364 | PC | 2025 GRANT AWARD | $5,000 |
| LAKE STEWARDS OF MAINE | ||||||
| 24 MAPLE HILL RD | AUBURN | ME | 04210 | PC | 2025 GRANT AWARD | $6,500 |
| MAINE APPALACHAIN TRAIL LAND TRUST | ||||||
| 6 LOCKSLEY RD | CAPE ELIZABETH | ME | 04107 | PC | 2025 GRANT AWARD | $8,000 |
| MAINE CENTER FOR PUBLIC INTEREST REPORTING | ||||||
| 111 SEWALL ST | AUGUSTA | ME | 04330 | PC | 2025 GRANT AWARD | $3,000 |
| MAINE COMMUNITY INTEGRATION SCIENCES | ||||||
| 11 LISBON ST SUITE 1 | LEWISTON | ME | 04240 | PC | 2025 GRANT AWARD | $5,000 |
| MANOMET CONSERVATION SCIENCES | ||||||
| 125 MANOMET POINT RD | PLYMOUTH | MA | 02360 | PC | 2025 GRANT AWARD | $5,000 |
| MERRYMEETING BAY TROUT UNLIMITED | ||||||
| PO BOX 233 | RICHMOND | ME | 04357 | PC | 2025 GRANT AWARD | $8,000 |
| MIDCOAST CONSERVANCY | ||||||
| 290 US RTE 1 | EDGECOMB | ME | 04556 | PC | 2025 GRANT AWARD | $5,000 |
| OCEANSWIDE | ||||||
| 44 MAIN ST | NEWCASTLE | ME | 04553 | PC | 2025 GRANT AWARD | $4,000 |
| QUEERLY ME | ||||||
| PO BOX 830 | BRUNSWICK | ME | 04011 | PC | 2025 GRANT AWARD | $5,000 |
| SAINT JOSEPH'S COLLEGE OF MAINE | ||||||
| 278 WHITES BRIDGE RD | STANDISH | ME | 04084 | PC | 2025 GRANT AWARD | $10,000 |
| SCARBOROUGH LAND TRUST | ||||||
| 25 PLAZA DR STE 6 | SCAROROUGH | ME | 04074 | PC | 2025 GRANT AWARD | $5,000 |
| THOMPSON LAKE ENVIRONMENTAL ASSOCIATION | ||||||
| 163 PLEASANT ST | OXFORD | ME | 04270 | PC | 2025 GRANT AWARD | $2,000 |
| VILES ARBORETUM | ||||||
| 153 HOSPITAL ST | AUGUSTA | ME | 04330 | PC | 2025 GRANT AWARD | $5,000 |
| WOMEN FOR HEALTHY RURAL LIVING | ||||||
| 24 SCHOOL ST | MILBRIDGE | ME | 04659 | PC | 2025 GRANT AWARD | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $161,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,531 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $81,615 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $160,146 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $160,146 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JAMES P HASTINGS TRADITIONAL IRA | |||||||
| 1 | HM PAYSON PO BOX 31 | PORTLAND | ME | 04112 | $152,854 | Yes (X) | Yes (X) |
| JAMES P HASTINGS TRADITIONAL IRA | |||||||
| 2 | HM PAYSON PO BOX 31 | PORTLAND | ME | 04112 | $18,288 | Yes (X) | |
| CORRILLA D HASTINGS TRADITIONAL IRA | |||||||
| 3 | HM PAYSON PO BOX 31 | PORTLAND | ME | 04112 | $138,895 | Yes (X) | Yes (X) |
| CORRILLA D HASTINGS TRADITIONAL IRA | |||||||
| 4 | HM PAYSON PO BOX 31 | PORTLAND | ME | 04112 | $9,888 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES FROM TRADITIONAL IRA AS OF THE DATE OF JAMES HASTING'S DEATH | $152,854 | 2024-12-10 |
| 3 | PUBLICLY TRADED SECURITIES FROM TRADITIONAL IRA AS OF THE DATE OF CORRILLA HASTING'S DEATH | $138,895 | 2024-09-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,341 | Amt |
| Net Investment Income | $4,671 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,670 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ISHARES IBONDS CORPORATE ETFS | BondNm |
| EOY Book Value | $190,000 | EOYBookValueAmt |
| EOYFMV | $192,454 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED EQUITY SECURITIES | StockNm |
| EOY Book Value | $3,023,042 | EOYBookValueAmt |
| EOYFMV | $5,933,352 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $382,647 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $385,105 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSOCIATION DUES | $920 | $460 | $460 |
| COMPUTER SUBSCRIPTION | $313 | $0 | $313 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $17,123 | Amt |
| Net Investment Income | $17,123 | 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 | $16,824 | $0 | $0 |
| FOREIGN TAXES | $868 | $868 | $0 |
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