FORE RIVER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FORE RIVER FOUNDATION (EIN 01-0421912)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-03-13
- IRS object ID
- 201740729349100109
- Schema version
- 2015v3.0
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-13T08:55:38-07:00 | ReturnTs |
| Tax Period End | 2016-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bruzgo & Kremer LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 Commercial Street Suite 500 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010421912 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fore River Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORE | BusinessNameControlTxt |
| Phone | 2077726404 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7525 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter W Quesada | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2017-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven E Kremer CPA | PreparerPersonNm |
| PTIN | P00232676 | PTIN |
| Phone | 2078747700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,946,992 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,228 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,228 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $100,267 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,267 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $315,071 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,507,359 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $315,071 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $416,566 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $416,566 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $210 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $105 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $105 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $722 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $723 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,126 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,126 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,864 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $19,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,953 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $828 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $590,176 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $590,176 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $609,801 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,953 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $591,004 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$193,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $402,613 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $199,700 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $265,573 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $265,573 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,061,464 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,808,390 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,721,214 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $987,995 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $968,602 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $960,205 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,249,159 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,042,565 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,946,992 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,249,159 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,042,565 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,249,159 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,042,565 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,249,159 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,042,565 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,249,159 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$193,235 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,913 | OtherIncreasesAmt |
| Subtotal | $4,057,837 | SubtotalAmt |
| Other Decreases | $15,272 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,042,565 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Spinnaker Trust capital gains/losses | P | 2001-01-01 | 2016-12-31 | $3,504,469 | $3,192,288 | $312,181 | $312,181 |
| Spinnaker capital gain distributions | P | 2001-01-01 | 2016-12-31 | $2,890 | $2,890 | $2,890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $315,071 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $553,215 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,236,460 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.10565 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $524,821 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,351,017 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.09808 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $490,233 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,906,187 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.09992 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $450,191 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,270,123 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.10543 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $364,840 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,081,830 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.08938 | DistributionYr5Rt |
| Total Distribution | 0.498456 | TotalDistributionRt |
| Average Distribution | 0.099691 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,979,334 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $496,395 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,026 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $500,421 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $591,004 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,026 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,026 | SubtotalAmt |
| Tax Based On Investment Income | $4,026 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,040 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,040 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,014 | OverpaymentAmt |
| Applied To ES Tax | $1,014 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T Ricardo Quesada | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2077726404 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7525 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041127525 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| Peter W Quesada | ||||||
| PO Box 7525 | Portland | ME | 04112 | VP/Treasurer | 0.50 | $0 |
| T Ricardo Quesada | ||||||
| PO Box 7525 | Portland | ME | 04112 | Pres/Dir | 1.00 | $0 |
| Strand O Quesada | ||||||
| PO Box 7525 | Portland | ME | 04112 | V.P./Dir | 2.50 | $0 |
| Dennis C Keeler | ||||||
| One Monument Square | Portland | ME | 04101 | Secretary | 0.00 | $0 |
| Anthony C Quesada | ||||||
| PO Box 7525 | Portland | ME | 04112 | Director | 0.50 | $0 |
| Emily P Quesada | ||||||
| PO Box 7525 | Portland | ME | 04112 | Director | 0.50 | $0 |
| Charlotte R Quesada | ||||||
| PO Box 7525 | Portland | ME | 04112 | Director | 0.50 | $0 |
| Kate Davis Baxter | ||||||
| PO Box 7525 | Portland | ME | 04112 | Director | 0.50 | $0 |
| Eliza Wright Baxter | ||||||
| PO Box 7525 | Portland | ME | 04112 | Director | 0.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,822,524 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $232,637 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,055,161 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,055,161 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,827 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,979,334 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $248,967 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $248,967 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,026 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,026 | TotalTaxAmt |
| Distributable Before Adj | $244,941 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $244,941 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $244,941 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $591,004 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $591,004 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,026 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $586,978 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $244,941 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $165,444 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $244,977 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $258,402 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $266,360 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $301,446 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,236,629 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $591,004 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $244,941 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $346,063 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,582,692 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $165,444 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,417,248 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $244,977 | ExcessFromYear4Amt |
| Excess From Year3 | $258,402 | ExcessFromYear3Amt |
| Excess From Year2 | $266,360 | ExcessFromYear2Amt |
| Excess From Year1 | $301,446 | ExcessFromYear1Amt |
| Excess From Current Year | $346,063 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | T Ricardo Quesada | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Topsham Public Library | |||||||
| 25 Foreside Road | Topsham | ME | 04086 | None | Public | Unrestricted | $2,000 |
| The Nature Conservancy | |||||||
| 14 Maine Street Suite 401 | Brunswick | ME | 04011 | None | Public | Unrestricted | $10,000 |
| St Timothy's School | |||||||
| 8400 Greenspring Avenue | Stevenson | MD | 21153 | None | Public | Unrestricted | $15,000 |
| St Mark's School | |||||||
| 25 Marlboro Road | Southborough | MA | 01772 | None | Public | Unrestricted | $15,000 |
| South Freeport Church | |||||||
| P O Box 46 | South Freeport | ME | 04078 | None | Public | Unrestricted | $3,500 |
| Portland EnglishSecond Language Sch | |||||||
| P O Box 281 | Portland | ME | 04112 | None | Public | Unrestricted | $500 |
| Pejepscot Historical Society | |||||||
| 159 Park Row | Brunswick | ME | 04011 | None | Public | Unrestricted | $2,000 |
| PAVA Foundation | |||||||
| P O Box 22386 | Santa Fe | NM | 87502 | None | Public | Unrestricted | $500 |
| Ordway Center for the Performing Ar | |||||||
| 345 Washington Street | Saint Paul | MN | 55102 | None | Public | Unrestricted | $27,500 |
| North Yarmouth Academy | |||||||
| 148 Main Street | Yarmouth | ME | 04096 | None | Public | Unrestricted | $10,000 |
| Mount Desert Land Garden Preserve | |||||||
| P O Box 208 | Seal Harbor | ME | 04675 | None | Public | Unrestricted | $60,000 |
| Maine Tree Foundation | |||||||
| P O Box 5470 | Augusta | ME | 04332 | None | Public | Unrestricted | $1,500 |
| Maine Public Broadcasting Network | |||||||
| 1450 Lisbon Street | Lewiston | ME | 04240 | None | Public | Unrestricted | $1,500 |
| Maine Preservation | |||||||
| 233 West Main Street | Yarmouth | ME | 04096 | None | Public | Unrestricted | $8,000 |
| Maine Maritime Museum | |||||||
| 243 Washington Street | Bath | ME | 04530 | None | Public | Unrestricted | $2,000 |
| Maine Coast Heritage Fund | |||||||
| 1 Bowdoin Mill Island Suite 201 | Topsham | ME | 04086 | None | Public | Unrestricted | $55,000 |
| Maine Citizens Against Handgun Viol | |||||||
| P O Box 92 | Portland | ME | 04112 | None | Public | Unrestricted | $2,500 |
| Jupiter Island Medical Clinic | |||||||
| 100 Estrada Square | Hobe Sound | FL | 33455 | None | Public | Unrestricted | $2,500 |
| Junior Achievement of Maine | |||||||
| 82 Elm Street | Portland | ME | 04101 | None | Public | Unrestricted | $6,000 |
| Gulf of Maine Research Center | |||||||
| 350 Commercial Street | Portland | ME | 04101 | None | Public | Unrestricted | $25,000 |
| Guardians of Martin County | |||||||
| P O Box 1489 | Hobe Sound | FL | 33475 | None | Public | Unrestricted | $5,000 |
| Grow Smart Maine | |||||||
| 415 Congress Street Suite 204 | Portland | ME | 04101 | None | Public | Unrestricted | $25,000 |
| Friends of Peary's Eagle Island | |||||||
| P O Box 70 | Bailey Island | ME | 04003 | None | Public | Unrestricted | $500 |
| Friends of Acadia | |||||||
| 43 Cottage Street | Bar Harbor | ME | 04609 | None | Public | Unrestricted | $20,000 |
| Freeport Community Services | |||||||
| P O Box 119 | Freeport | ME | 04032 | None | Public | Unrestricted | $2,500 |
| Freeport Community Library | |||||||
| 10 Library Drive | Freeport | ME | 04032 | None | Public | Unrestricted | $2,000 |
| Curtis Memorial Library | |||||||
| 23 Pleasant Street | Brunswick | ME | 04011 | None | Public | Unrestricted | $1,000 |
| Christ Memorial Chapel | |||||||
| 52 South Beach Road | Hobe Sound | FL | 33455 | None | Public | Unrestricted | $1,500 |
| Bar Harbor Historical Society | |||||||
| 33 Ledgelawn Avenue | Bar Harbor | ME | 04609 | None | Public | Unrestricted | $8,000 |
| Atlantic Salmon Federation | |||||||
| 14 Maine Street Suite 406 | Brunswick | ME | 04011 | None | Public | Unrestricted | $1,000 |
| Appalachian Mountain Club | |||||||
| 5 Joy Street | Boston | MA | 02108 | None | Public | Unrestricted | $2,500 |
| 1000 Friends of Florida | |||||||
| P O Box 5948 | Tallahassee | FL | 32314 | None | Public | Unrestricted | $5,000 |
| Harvard College Fund | |||||||
| 124 Mount Auburn Street | Cambridge | MA | 02138 | None | Public | Unrestricted | $40,000 |
| Balance Rock Foundation | |||||||
| PO Box 102 | El Portal | CA | 95318 | None | Public | Unrestricted | $2,000 |
| Island Readers and Writers | |||||||
| PO Box 227 | Mount Desert | ME | 04660 | None | Public | Unrestricted | $1,500 |
| Marin Montessori School | |||||||
| 5200 Paradise Drive | Corte Madera | CA | 94925 | None | Public | Unrestricted | $1,500 |
| Mount Desert Island YMCA | |||||||
| 21 Park Street | Mount Desert | ME | 04609 | None | Public | Unrestricted | $1,000 |
| Nature Bridge | |||||||
| 25 Geary Street | San Francisco | CA | 94108 | None | Public | Unrestricted | $2,000 |
| Northeast Harbor Library | |||||||
| PO Box 279 | Norteast Harbor | ME | 04662 | None | Public | Unrestricted | $1,000 |
| Point Reyes National Seashore Ass | |||||||
| 1 Bear Valley Road | Point Reyes Station | CA | 94956 | None | Public | Unrestricted | $2,000 |
| The Neighborhood House | |||||||
| PO Box 332 | Northeast Harbor | ME | 04662 | None | Public | Unrestricted | $500 |
| Nature Culture International | |||||||
| 1400 Maiden Lane | Del Mar | CA | 92014 | None | Public | Unrestricted | $3,500 |
| Maine Cancer Foundation | |||||||
| 170 US Rt1 | Falmouth | ME | 04105 | None | Public | Unrestricted | $500 |
| Maine Family Planning | |||||||
| PO Box 587 | Augusta | ME | 04332 | None | Public | Unrestricted | $45,000 |
| Community Foundation of Jackson Hol | |||||||
| PO Box 574 | Jackson | WY | 83001 | None | Public | Unresrticted | $10,000 |
| The Aloha Foundation | |||||||
| 2968 Lake Morey Road | Fairlee | VT | 05045 | None | Public | Unrestricted | $1,500 |
| Holton-Arms School | |||||||
| 7303 River Road | Bethesda | MD | 20817 | None | Public | Unrestricted | $4,500 |
| Smith College | |||||||
| 7 College Lane | Northampton | MA | 01063 | None | Public | Unrestricted | $10,000 |
| Mount Desert Island Historical Soci | |||||||
| PO Box 653 | Mount Desert | ME | 04660 | None | Public | Unrestricted | $2,500 |
| Baxter Academy of Maine | |||||||
| 54 York Street | Portland | ME | 04101 | None | Public | Unrestricted | $5,000 |
| Marin Agricultural Land Trust | |||||||
| 145 A Street | Point Reyes Station | CA | 94956 | None | Public | Unrestricted | $1,000 |
| Maryknoll Sisters | |||||||
| 10 Pines Ridge Road | Maryknoll | NY | 10545 | None | Public | Unrestricted | $5,000 |
| Army War College Foundation | |||||||
| 122 Forbes Avenue | Carlisle | PA | 17013 | None | Public | Unrestricted | $1,000 |
| Brigham and Women's Hospital | |||||||
| 75 Francis Street | Boston | MA | 02115 | None | Public | Unrestricted | $25,000 |
| Middlebury College | |||||||
| 700 Exchange Street | Middlebury | VT | 05753 | None | Public | Unrestricted | $10,000 |
| Tufts University | |||||||
| 419 Boston Avenue | Medford | MA | 02155 | None | Public | Unresrticted | $25,000 |
| Tomales Bay Watershed Council Found | |||||||
| PO Box 447 | Point Reyes Station | CA | 94956 | None | Public | Unrestricted | $5,000 |
| Boys and Girls Club of Martin Count | |||||||
| 11500 SE Lares Ave | Hobe Sound | FL | 33475 | None | Public | Unrestricted | $5,000 |
| Hobe Sound Community Chest | |||||||
| PO Box 511 | Hobe Sound | FL | 33475 | None | Public | Unrestricted | $1,000 |
| Hobe Sound Early Learning Center | |||||||
| 11580 SE Gomez Avenue | Hobe Sound | FL | 33455 | None | Public | Unrestricted | $1,000 |
| Jupiter Island Historical Society | |||||||
| PO Box 398 | Hobe Sound | FL | 33475 | None | Public | Unrestricted | $1,000 |
| YMCA of Southern Maine | |||||||
| 70 Forest Avenue | Portland | ME | 04101 | None | Public | Unrestricted | $1,500 |
| Maine Organic Farmers Gardners Assn | |||||||
| PO Box 170 | Unity | ME | 04988 | None | Public | Unrestricted | $25,000 |
| Tri Town Track and Field Project | |||||||
| 400 Pownal Road | Freeport | ME | 04032 | None | Public | Unrestricted | $25,000 |
| Biddeford Pool Volunteer FD | |||||||
| PO Box 169 | Biddeford | ME | 04006 | None | Public | Unrestricted | $50 |
| Compass Project | |||||||
| PO Box 1681 | Biddeford | ME | 04005 | None | Public | Unrestricted | $50 |
| Hamilton College Annual Fund | |||||||
| 198 College Hill Road | Clinton | NY | 13323 | None | Public | Unrestricted | $50 |
| James Bradfield Scholarship Fund | |||||||
| PO Box 7525 | Portland | ME | 04112 | None | Public | Unrestricted | $50 |
| Joslin Diabetes Center | |||||||
| One Joslin Place | Boston | MA | 02115 | None | Public | Unrestricted | $50 |
| National Campaign for Lacrosse | |||||||
| 2 Loveton Circle | Sparks | MD | 21152 | None | Public | Unrestricted | $50 |
| Rotary Club of South PortlandCape E | |||||||
| PO Box 6266 | Cape Elizabeth | ME | 04107 | None | Public | Unrestricted | $100 |
| Samuel Eells Literary and Educ Foun | |||||||
| 162 Portside | Lakemoor | IL | 60051 | None | Public | Unrestricted | $50 |
| The Dempsey Center | |||||||
| 29 Lowell Street | Lewiston | ME | 04240 | None | Public | Unrestricted | $76 |
| Tuck Annual Giving | |||||||
| 100 Tuck Hall | Hanover | NH | 03755 | None | Public | Unrestricted | $50 |
| Williams-Mystic Program | |||||||
| PO Box 6000 | Mystic | CT | 06355 | None | Public | Unrestricted | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $590,176 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,228 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,267 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $315,071 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $416,566 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $416,566 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax preparation/annual fee service | CategoryTxt |
| Amt | $1,425 | Amt |
| Net Investment Income | $722 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $723 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $210 | LegalFeesAmt |
| Net Investment Income | $105 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $105 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Spinaker Trust worksheet difference | Desc |
| Amt | $15,272 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tax exempt dividends | Desc |
| Amt | $1,913 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management | CategoryTxt |
| Amt | $13,126 | Amt |
| Net Investment Income | $13,126 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2014 Federal tax due | $510 |
| 2014 federal tax refund | $686 |
| 2015 Federal estimates | $5,040 |
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