Coulombe Family Foundation: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
Coulombe Family Foundation (EIN 46-1469375)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-08
IRS object ID
201733129349101118
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-08T15:09:16-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara J McGuan CPAPreparerPersonNm
PTINP00219457PTIN
Phone2077752387PhoneNum
Preparation2017-11-03PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.49.157.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-03IPDt
IP Tm14:59:23IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id444B8E07E82B94F17F50E41B46C5AAC764DCE57DAtSubmissionCreationDeviceId
At Submission Filing Device Id195DD2390B87809A4F2C1BC02D65E16960466FA1AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,758,984FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,061,776ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$205,125DividendsRevAndExpnssAmt
Dividends Net Invst Incm$205,125DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$356,855NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,893,725GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$356,855CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$91OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$91OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$3,623,847TotalRevAndExpnssAmt
Total Net Invst Incm$562,071TotalNetInvstIncmAmt
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$33,262LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$16,631LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$16,631LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,334AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,667AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,667AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$37,336OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$37,336OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,799TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,799TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$80,766OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$80,766OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,551OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,551OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$170,048TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$66,433TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$103,615TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$496,345ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$496,345ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$666,393TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$66,433TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$599,960TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,957,454ExcessRevenueOverExpensesAmt
Net Investment Income$495,638NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,331CashBOYAmt
Cash EOY$10,849CashEOYAmt
Cash EOYFMV$10,849CashEOYFMVAmt
Sav And Temp Cash Invst BOY$125,760SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,415,363SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,415,363SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$9,193,656OtherInvestmentsBOYAmt
Other Investments EOY$10,870,989OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,332,772OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,339,747TotalAssetsBOYAmt
Total Assets EOY$12,297,201TotalAssetsEOYAmt
Total Assets EOYFMV$12,758,984TotalAssetsEOYFMVAmt
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$9,339,747RetainedEarningBOYAmt
Retained Earning EOY$12,297,201RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,339,747TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,297,201TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,339,747TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,297,201TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,339,747TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,957,454ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,297,201SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,297,201TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded Securities$183,803$181,215$2,588$2,588
Publicly Traded Securities$3,709,922$3,391,724$318,198$318,198
Capital Gains from Passthrough - Short Term$2,767$2,767
Capital Gains from Passthrough - Long Term$29,745$29,745
Capital Gains from Passthrough - Short Term$3,268$3,268
Capital Gain Distribution - Long Term$289$289
FieldValueIRS element (for citing)
Capital Gain Net Income$356,855CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$518,107AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,284,247NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050379DistributionYr1Rt
Adjusted Qlfy Distri Yr2$501,379AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,493,438NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047780DistributionYr2Rt
Adjusted Qlfy Distri Yr3$28,994AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,926,041NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.002921DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,405,685NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.101080TotalDistributionRt
Average Distribution0.025270AverageDistributionRt
Net Vl Noncharitable Assets$9,905,663NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$250,316AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,956NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$255,272AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$599,960QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,956InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,956SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,956TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,674EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$14,000AppliedToEsTaxAmt
Total Payments And Credits$17,674TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$12,718OverpaymentAmt
Applied To ES Tax$12,718AppliedToESTaxAmt
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$9,853,635AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$202,876AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,056,511TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,056,511AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$150,848CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,905,663NetVlNoncharitableAssetsAmt
Minimum Investment Return$495,283MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$495,283MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,956TaxBasedOnInvestmentIncomeAmt
Total Tax$4,956TotalTaxAmt
Distributable Before Adj$490,327DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$490,327DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$490,327DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$599,960ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$599,960QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,956PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$595,004AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$490,327DistributableAsAdjustedAmt
Undistributed Income PY$479,545UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$599,960QualifyingDistributionsAmt
Applied To Year1$479,545AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$120,415AppliedToCurrentYearAmt
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$369,912UndistributedIncomeCYAmt
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 (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Big Brothers Big Sisters of Southern Maine
195 Lancaster StreetPortlandME04101Public CharityGeneral Operating Purposes$25,000
Boothbay Harbor Memorial Library
4 Oak StreetBoothbay HarborME04538Public CharityGeneral Operating Purposes$20,000
Boys & Girls Club of Southern Maine
277 Cumberland Avenue PO Box 7830PortlandME04112Public CharitySpecial Project$25,000
Children in Crisis Inc
1000 Lukes WayFort Walton BeachFL32547Public CharityGeneral Operating Purposes$5,000
Children's Museum & Theatre of Maine
142 Free StreetPortlandME04101Public CharityGeneral Operating Purposes$20,000
Company of Girls
PO Box 7527PortlandME04112Public CharityGeneral Operating Purposes$2,000
Gulf of Maine Research Institute
350 Commercial StreetPortlandME04101Public CharitySpecial Project$25,000
HALOS
PO Box 70237N CharlestonSC29415Public CharityGeneral Operating Purposes$25,000
Jobs for Maine's Graduates
45 Commerce Drive Suite 9AugustaME04330Public CharitySpecial Project$30,000
KidSafe Foundation
20283 State Road 7 300Boca RatonFL33498Public CharitySpecial Project$10,000
LifeFlight Foundation
13 Main Street PO Box 899CamdenME04843Public CharitySpecial Project$25,000
Make-A-Wish Maine
477 Congress Street Suite M1PortlandME04101Public CharityGeneral Operating Purposes$20,000
Opportunity Alliance
50 Lydia LaneSouth PortlandME04106Public CharitySpecial Project$20,000
Pedals 4 Peanuts
PO Box 1025Mount PleasantSC29464Public CharitySpecial Project$10,000
Boca Helping Hands Inc
1500 NW 1st CourtBocaFL33432Public CharityGeneral Operating Purposes$10,000
Boothbay Region Community Resources Council
PO Box 43Boothbay HarborME04538Public CharityGeneral Operating Purposes$25,000
Camp Ketcha
336 Black Point RoadScarboroughME04074Public CharityGeneral Operating Purposes$9,042
Cheverus High School
267 Ocean AvenuePortlandME04103Public CharityGeneral Operating Purposes$25,000
Children's Organ Transplant Association
2501 W Cota DriveBloomingtonIN47403Public CharityGeneral Operating Purposes$5,000
Children's Shelter
2039 W Woodlawn AvenueSan AntonioTX78228Public CharityGeneral Operating Purposes$15,000
Coastal Kids Preschool
12 Jackies TrailDamariscottaME04543Public CharityGeneral Operating Purposes$10,000
Courage League Sports
4405 121st StreetUrbandaleIA50323Public CharityGeneral Operating Purposes$15,000
Covenant Soup Kitchen Inc
220 Valley StreetWillimanticCT06226Public CharityGeneral Operating Purposes$5,000
CMMC The Dempsey Center
29 Lowell StreetLewistonME04240Public CharityGeneral Operating Purposes$25,000
SMART Child and Family Services
PO Box 1360WindhamME04062Public CharityGeneral Operating Purposes$4,000
Goals for Girls
6119 3rd Street NWWashingtonDC20011Public CharityGeneral Operating Purposes$10,000
Maine General Medical Center
35 Medical Center ParkwayAugustaME04330Public CharityGeneral Operating Purposes$25,000
Maine Red Cross
16 Community WayTopshamME04086Public CharityGeneral Operating Purposes$25,000
Oral Health Institute
3520 S Morgan StreetChicagoME60609Public CharityGeneral Operating Purposes$25,000
Chris Evert Charities
7200 W Camino RealBoca RatonFL33433Public CharityGeneral Operating Purposes$1,303
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$496,345TotalGrantOrContriPdDurYrAmt
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$205,125ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$91ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$356,855ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$562,071ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$562,071TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonThe Michelle L Coulombe IrrevocableContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line124 City CenterAddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP041014069ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,061,776TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountant FeesCategoryTxt
Amt$9,334Amt
Net Investment Income$4,667NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,667DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
75,729 SHS Doubleline Total Return Bond FundFMV$830,518$804,246
30,352 SHS Guggenheim - Total Return Bond-ISFMV$810,688$802,803
7,496 SHS IShares Core U.S. Aggregate BOFMV$815,268$810,018
25,325 Metropolitan West Total Return BD FDFMV$272,409$266,670
45,983 Vanguard FTSE Developed Markets ETFFMV$1,696,193$1,680,219
10,241 SHS Vanguard FTSE Emerging Markets ETFFMV$402,569$366,423
20,115 Vanguard Total Stock Market ETFFMV$2,344,009$2,319,662
712,090 Hedge FD-SCS Opportunities Fund LTDFMV$900,200$1,217,869
5,468 Units SCS US Equity Fund, LLCFMV$1,013,717$1,216,013
9,422 Units SCS International Equity Fund, LLCFMV$1,015,418$1,031,830
595,807 Units SCS Special Situations Fund LTDFMV$770,000$817,019
22,613 SHS IShares MSCI EAFE ETFFMV$0$0
15,727 SHS IShares Russel 3000 ETFFMV$0$0
21,283 SHS Natixis Loomis Say C/P BND-YFMV$0$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$33,262LegalFeesAmt
Net Investment Income$16,631NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$16,631DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Insurance$819$0$0$819
Office Expenses$532$0$0$532
Meals$200$0$0$200

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Income From PassthroughDesc
Revenue And Expenses Per Books$91RevenueAndExpensesPerBooksAmt
Net Investment Income$91NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment FeesCategoryTxt
Amt$37,336Amt
Net Investment Income$37,336NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign Tax PaidCategoryTxt
Amt$7,799Amt
Net Investment Income$7,799NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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