SACO & BIDDEFORD SAVINGS CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SACO & BIDDEFORD SAVINGS CHARITABLE FOUNDATION (EIN 01-0516587)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-28
- IRS object ID
- 201710879349100101
- Schema version
- 2016v3.0
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-28T08:40:31-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER NEWMAN & NOYES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 507 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010516587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saco & Biddeford Savings | BusinessNameLine1Txt |
| Business Name Line2 | Charitable Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SACO | BusinessNameControlTxt |
| Phone | 2072844591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Industrial Park Road | AddressLine1Txt |
| City | Saco | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04072 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert C Quentin | PersonNm |
| Person Title | Secretary/Treasurer | PersonTitleTxt |
| Phone | 2072844591 | PhoneNum |
| Signature | 2017-03-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicholas E Porto | PreparerPersonNm |
| PTIN | P01310283 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2017-03-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.105.168.164 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-03-24 | IPDt |
| IP Tm | 17:14:04 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2CC4C4610C7CE537855CCDE76D04A8640C960E3E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2CC4C4610C7CE537855CCDE76D04A8640C960E3E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $380,062 | 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 | $233,923 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,562 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,562 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,546 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $219,767 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $133,659 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $276,031 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $140,221 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $775 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $775 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,772 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,357 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $775 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $810 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $233,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $233,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $236,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $775 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $233,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,524 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,446 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,288 | CashBOYAmt |
| Cash EOY | $52,732 | CashEOYAmt |
| Cash EOYFMV | $52,732 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,744 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,072 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,072 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $279,896 | CorporateStockBOYAmt |
| Corporate Stock EOY | $216,406 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $231,834 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $90,242 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $92,424 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $322,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $362,452 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $380,062 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $322,928 | UnrestrictedBOYAmt |
| Unrestricted EOY | $362,452 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $322,928 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $362,452 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $322,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $362,452 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $322,928 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,524 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $362,452 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $362,452 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| Gross Sales Price | $219,767 | GrossSalesPriceAmt |
| Cost Or Other Basis | $86,108 | CostOrOtherBasisAmt |
| Gain Or Loss | $133,659 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $133,659 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $133,659 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $207,867 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $219,008 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.949130 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $176,146 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $146,929 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.198851 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $150,904 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $144,803 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.042133 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $102,089 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $173,229 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.589330 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $95,701 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $210,149 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.455396 | DistributionYr5Rt |
| Total Distribution | 4.234840 | TotalDistributionRt |
| Average Distribution | 0.846968 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $349,378 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $295,912 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,394 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $297,306 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $233,960 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,789 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,789 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,789 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,389 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | Robert Quentin | IndividualWithBooksNm |
| Phone | 2072844591 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 557 | AddressLine1Txt |
| City | Saco | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04072 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| Roland Eon | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Director | 0.10 | $0 | $0 | $0 |
| Joan R Fink | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Director | 0.10 | $0 | $0 | $0 |
| Sue Hadiaris | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Director | 0.10 | $0 | $0 | $0 |
| David H Howe | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Director | 0.10 | $0 | $0 | $0 |
| Eric Purvis | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Director | 0.10 | $0 | $0 | $0 |
| Mark L Peterson | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Director | 0.10 | $0 | $0 | $0 |
| Robert F Wade | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Director | 0.10 | $0 | $0 | $0 |
| Kevin P Savage | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | President | 0.50 | $0 | $0 | $0 |
| Robert C Quentin | ||||||||
| 50 Industrial Park Road | Saco | ME | 04072 | Secretary/Treasurer | 2.00 | $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 | $292,961 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,737 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $354,698 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $354,698 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,320 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $349,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,469 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,469 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,789 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,789 | TotalTaxAmt |
| Distributable Before Adj | $14,680 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,680 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,680 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $233,960 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $233,960 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $233,960 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,680 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $85,779 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $94,002 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $143,722 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $170,788 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $185,761 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $680,052 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $233,960 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,680 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $219,280 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $899,332 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $85,779 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $813,553 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $94,002 | ExcessFromYear4Amt |
| Excess From Year3 | $143,722 | ExcessFromYear3Amt |
| Excess From Year2 | $170,788 | ExcessFromYear2Amt |
| Excess From Year1 | $185,761 | ExcessFromYear1Amt |
| Excess From Current Year | $219,280 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Robert Quentin | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Industrial Park Road | AddressLine1Txt |
| City | Saco | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2072844591 | RecipientPhoneNum |
| Form And Info And Materials | Amount, or range, requested; proof of status as 501(c)(3) organization; and statement of intended use of the funds, including people/communities served. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Must be a 501(c)(3) organization and a qualifying public charity. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1st Congregational Church of Scarborough | |||||||
| 161 Black Point Road | Scarborough | ME | 04074 | N/A | PC | General Operating Support | $1,000 |
| Alzheimer's Association Maine Chapter | |||||||
| 383 US Route 1 Suite 2C | Scarborough | ME | 04074 | N/A | PC | General Operating Support | $2,500 |
| American Cancer Society | |||||||
| One Bowdoin Mill Island | Topsham | ME | 04086 | N/A | PC | General Operating Support | $1,000 |
| American Heart Association | |||||||
| 51 US Route 1 Suite M | Scarborough | ME | 04074 | N/A | PC | General Operating Support | $750 |
| Animal Refuge League of Greater Portland | |||||||
| PO Box 336 | Westbrook | ME | 040980336 | N/A | PC | General Operating Support | $750 |
| Autism Society of Maine | |||||||
| 72B Main Street | Winthrop | ME | 04364 | N/A | PC | General Operating Support | $1,300 |
| Big Brothers Big Sisters | |||||||
| 195 Lancaster Street | Portland | ME | 041012407 | N/A | PC | General Operating Support | $2,150 |
| Bon Appetit Community Meal Program | |||||||
| 19 Crescent Street | Biddeford | ME | 04005 | N/A | PC | General Operating Support | $1,000 |
| Boy Scouts of Maine Pine Tree Council | |||||||
| 146 Plains Road | Raymond | ME | 040716234 | N/A | PC | General Operating Support | $10,000 |
| Boys & Girls Club of Southern Maine | |||||||
| 277 Cumberland Avenue | Portland | ME | 041014919 | N/A | PC | General Operating Support | $500 |
| Caring Unlimited | |||||||
| 965 Main Street | Sanford | ME | 040733764 | N/A | PC | General Operating Support | $750 |
| Carlisle Charitable Foundation | |||||||
| 12 Depot Street | Kennebunk | ME | 04043 | N/A | PC | General Operating Support | $200 |
| Community Bicycle Center | |||||||
| 45 Granite Street | Biddeford | ME | 04005 | N/A | PC | General Operating Support | $250 |
| Conquer Chiari | |||||||
| 320 Osprey Court | Wexford | PA | 15090 | N/A | PC | General Operating Support | $250 |
| Creative Works Systems | |||||||
| 619 Brighton Avenue | Portland | ME | 04102 | N/A | PC | General Operating Support | $250 |
| Crohn's and Colitis Foundation | |||||||
| 72 River Park Street | Needham | MA | 02494 | N/A | PC | General Operating Support | $750 |
| Day One | |||||||
| 525 Main Street | South Portland | ME | 04106 | N/A | PC | General Operating Support | $5,500 |
| Dream Factory of Maine | |||||||
| PO Box 702 | Gorham | ME | 04038 | N/A | PC | General Operating Support | $500 |
| Dyer Library Saco Museum | |||||||
| 371 Main Street | Saco | ME | 040721520 | N/A | PC | General Operating Support | $8,800 |
| Eastern Trail Alliance | |||||||
| PO Box 250 | Saco | ME | 04072 | N/A | PC | General Operating Support | $500 |
| Elle Paye Scholarship Fund | |||||||
| 291 Ferry Road | Saco | ME | 040722209 | N/A | PC | General Operating Support | $500 |
| Friends of Community Action Food Pantry | |||||||
| 162 Elm Street | Biddeford | ME | 04005 | N/A | PC | General Operating Support | $1,000 |
| Friendship House Inc | |||||||
| 390 Lincoln Street | South Portland | ME | 04106 | N/A | PC | General Operating Support | $500 |
| Girl Scouts of Maine | |||||||
| 138 Gannett Drive | South Portland | ME | 041066938 | N/A | PC | General Operating Support | $1,500 |
| Grahamtastic Connection | |||||||
| 21 Bradeen Street Suite 107 | Springville | ME | 040831932 | N/A | PC | General Operating Support | $1,500 |
| Gulf of Maine Research Institute | |||||||
| 350 Commercial Street | Portland | ME | 041014618 | N/A | PC | General Operating Support | $500 |
| Habitat for Humanity York County | |||||||
| PO Box 267 | Kennebunk | ME | 040430267 | N/A | PC | General Operating Support | $5,000 |
| Heart of Biddeford | |||||||
| 205 Main Street Suite 103 | Biddeford | ME | 04005 | N/A | PC | General Operating Support | $3,000 |
| Hospice of Southern Maine | |||||||
| 180 US Route 1 | Scarborough | ME | 040749073 | N/A | PC | General Operating Support | $4,000 |
| John Duranceau Scholarship Fund | |||||||
| 161 Saco Avenue Unit 405 | Old Orchard Beach | ME | 040641662 | N/A | PC | General Operating Support | $500 |
| Junior Achievement of Maine | |||||||
| 82 Elm Street | Portland | ME | 04101 | N/A | PC | General Operating Support | $2,500 |
| LearningWorks | |||||||
| 181 Brackett Street | Portland | ME | 041023857 | N/A | PC | General Operating Support | $500 |
| Lyric Music Theater | |||||||
| 176 Sawyer Street | South Portland | ME | 04106 | N/A | PC | General Operating Support | $1,250 |
| Maine Adaptive Sports | |||||||
| 8 Sundance Lane | Newry | ME | 042613228 | N/A | PC | General Operating Support | $1,000 |
| Maine Audubon | |||||||
| 20 Gisland Farm Road | Falmouth | ME | 04105 | N/A | PC | General Operating Support | $250 |
| Maine Behavioral Healthcare | |||||||
| 78 Atlantic Place | South Portland | ME | 04106 | N/A | PC | General Operating Support | $4,000 |
| Maine Cancer Foundation | |||||||
| 170 US Route 1 Suite 250 | Falmouth | ME | 041052152 | N/A | PC | General Operating Support | $1,000 |
| Maine Center for Creativity | |||||||
| 795 Congress Street | Portland | ME | 04102 | N/A | PC | General Operating Support | $500 |
| Maine Jumpstart Coalition | |||||||
| PO Box 5024 | Augusta | ME | 043325024 | N/A | PC | General Operating Support | $500 |
| Make-A-Wish Foundation | |||||||
| 447 Congress Street | Portland | ME | 04101 | N/A | PC | General Operating Support | $250 |
| March of Dimes | |||||||
| 136 US Route One | Scarborough | ME | 04074 | N/A | PC | General Operating Support | $500 |
| Mary's Walk | |||||||
| PO Box 746 | Saco | ME | 04072 | N/A | PC | General Operating Support | $3,500 |
| McArthur Library | |||||||
| 270 Main Street | Biddeford | ME | 040052413 | N/A | PC | General Operating Support | $250 |
| Muscular Dystrophy Association | |||||||
| 39 Mechanic Street Suite 100 | Westbrook | ME | 04092 | N/A | PC | General Operating Support | $500 |
| My Place Teen Center | |||||||
| 755 Main Street | Westbrook | ME | 04092 | N/A | PC | General Operating Support | $1,000 |
| National MS Society | |||||||
| 74 Gray Road | Falmouth | ME | 04105 | N/A | PC | General Operating Support | $2,000 |
| Ocean Park Association | |||||||
| PO Box 7296 | Ocean Park | ME | 040637296 | N/A | PC | General Operating Support | $3,000 |
| OOB United Methodist Food Pantry | |||||||
| PO Box K | Old Orchard Beach | ME | 04064 | N/A | PC | General Operating Support | $500 |
| Open Hands Open Hearts | |||||||
| 67 Ocean Park Road | Saco | ME | 04072 | N/A | PC | General Operating Support | $500 |
| Opportunity Alliance | |||||||
| 50 Lydia Lane | South Portland | ME | 041062156 | N/A | PC | General Operating Support | $1,000 |
| Portland Education Foundation | |||||||
| 353 Cumberland Avenue | Portland | ME | 04101 | N/A | PC | General Operating Support | $1,000 |
| Portland Museum of Art | |||||||
| 7 Congress Square | Portland | ME | 041013802 | N/A | PC | General Operating Support | $250 |
| Preble Street | |||||||
| 38 Prebele Street 3rd Floor | Portland | ME | 041014952 | N/A | PC | General Operating Support | $500 |
| Project Grace | |||||||
| PO Box 6846 | Scarborough | ME | 040706846 | N/A | PC | General Operating Support | $1,800 |
| Project Linus | |||||||
| 2 Westward Lane | Saco | ME | 04072 | N/A | PC | General Operating Support | $500 |
| Ronald McDonald House | |||||||
| 250 Brackett Street | Portland | ME | 041023208 | N/A | PC | General Operating Support | $2,650 |
| Royal Family Kids Camp | |||||||
| 318 Main Street | Saco | ME | 04072 | N/A | PC | General Operating Support | $1,000 |
| Saco Bay Trails | |||||||
| PO Box 720 | Saco | ME | 04072 | N/A | PC | General Operating Support | $500 |
| Saco Food Pantry | |||||||
| 25 Rosewood Drive | Saco | ME | 040723165 | N/A | PC | General Operating Support | $3,000 |
| Saco Main Street | |||||||
| 12 1/2 Pepperell Square Suite 2A | Saco | ME | 04072 | N/A | PC | General Operating Support | $4,500 |
| Saco River Salmon Club | |||||||
| PO Box 115 | Saco | ME | 040720115 | N/A | PC | General Operating Support | $500 |
| Salvation Army | |||||||
| 2 Sixth Street | Old Orchard Beach | ME | 04064 | N/A | PC | General Operating Support | $4,500 |
| Seashore Trolley Museum | |||||||
| PO Box A | Kennebunkport | ME | 040461690 | N/A | PC | General Operating Support | $500 |
| Seeds of Hope Neighborhood Center | |||||||
| 35 South Street | Biddeford | ME | 04005 | N/A | PC | General Operating Support | $500 |
| Shalom House Inc | |||||||
| 106 Gilman Street | Portland | ME | 041023034 | N/A | PC | General Operating Support | $250 |
| South Portland - Cape Elizabeth Rotary Charitable Foundation | |||||||
| 23 Ashbourne Court | South Portland | ME | 041066447 | N/A | PC | General Operating Support | $6,000 |
| South Portland Historical Society | |||||||
| 55 Buglight Road | South Portland | ME | 041061654 | N/A | PC | General Operating Support | $1,000 |
| Southern Maine Agency on Aging | |||||||
| 136 US Route One | Scarborough | ME | 04074 | N/A | PC | General Operating Support | $10,250 |
| Southern Maine Healthcare | |||||||
| PO Box 626 | Biddeford | ME | 040050626 | N/A | PC | General Operating Support | $4,050 |
| Stone Soup Food Pantry | |||||||
| PO Box 186 | Biddeford | ME | 040050186 | N/A | PC | General Operating Support | $2,000 |
| STRIVE | |||||||
| 28 Foden Road | South Portland | ME | 04106 | N/A | PC | General Operating Support | $5,500 |
| Sweetser | |||||||
| 50 Moody Street | Saco | ME | 040721536 | N/A | PC | General Operating Support | $2,500 |
| The Center for Grieving Children | |||||||
| 322 Fore Street 3rd Floor | Portland | ME | 04101 | N/A | PC | General Operating Support | $4,200 |
| The Nature Conservancy in Maine | |||||||
| Box 22 14 Maine Street Suite 401 | Brunswick | ME | 040112030 | N/A | PC | General Operating Support | $1,000 |
| The Portland Players | |||||||
| 420 Cottage Road | South Portland | ME | 041064921 | N/A | PC | General Operating Support | $1,250 |
| The United Way | |||||||
| 2271 Congress Street | Portland | ME | 04102 | N/A | PC | General Operating Support | $500 |
| Thornton Academy | |||||||
| 438 Main Street | Saco | ME | 04072 | N/A | PC | General Operating Support | $22,500 |
| United Way of Greater Portland | |||||||
| PO Box 15200 | Portland | ME | 041125200 | N/A | PC | General Operating Support | $9,000 |
| United Way of York County | |||||||
| PO Box 727 | Kennebunk | ME | 040430727 | N/A | PC | General Operating Support | $22,750 |
| University of Southern Maine | |||||||
| PO Box 9300 | Portland | ME | 04104 | N/A | GOV | General Operating Support | $1,000 |
| Volunteers of America | |||||||
| 14 Maine Street Suite 301 | Brunswick | ME | 040112060 | N/A | PC | General Operating Support | $2,000 |
| Wardwell Home for the Aging | |||||||
| 43 Middle Street | Saco | ME | 040723300 | N/A | EOF | General Operating Support | $1,000 |
| Westbrook-Warren Congregational Church | |||||||
| 810 Main Street | Westbrook | ME | 04092 | N/A | PC | General Operating Support | $500 |
| YMCA of Southern Maine | |||||||
| 3 Pomerleau Street | Biddeford | ME | 04005 | N/A | PC | General Operating Support | $2,000 |
| York County Community College | |||||||
| PO Box 529 | Wells | ME | 04090 | N/A | GOV | General Operating Support | $31,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $233,150 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,562 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,546 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,108 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,108 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saco Biddeford Savings Bank | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Industrial Park Road | AddressLine1Txt |
| City | Saco | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $233,923 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Various Publicly Traded Securities | NoncashPropertyDesc |
| Fair Market Value | $232,373 | FairMarketValueAmt |
| Received | 2016-12-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $1,550 | Amt |
| Net Investment Income | $775 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $775 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 200 shares AMGN | $51,219 | $43,863 |
| 200 shares CVX | $15,336 | $23,540 |
| 700 shares GE | $32,406 | $22,120 |
| 393 shares ES | $11,649 | $21,705 |
| 400 shares IFF | $43,880 | $47,132 |
| 200 shares UNH | $22,414 | $32,008 |
| 16 shares of ASIX | $250 | $354 |
| 400 shares of ADP | $39,252 | $41,112 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 400 shares HON | AT COST | $44,162 | $46,340 |
| 400 shares JNJ | AT COST | $46,080 | $46,084 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Filing Fees | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Taxes | CategoryTxt |
| Amt | $1,772 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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