BETA

FISHER CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
FISHER CHARITABLE FOUNDATION (EIN 01-0512082)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-10
IRS object ID
201741309349100434
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)
Return2017-05-10T09:06:46-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010459941PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAWSON SMITH PURVIS & BASSETT PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115 CASCO STREETAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP041012902ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010512082EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FISHER CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFISHBusinessNameControlTxt
Phone2072531568PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 17513AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04112ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonOWEN W WELLSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2072531568PhoneNum
Signature2017-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD B DAWSONPreparerPersonNm
PTINP00173150PTIN
Phone2078740355PhoneNum
Preparation2017-05-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.55.220.90IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-09IPDt
IP Tm13:15:06IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0C7019DDC6B71CB93A5ED36FCA673A42BF4C540FAtSubmissionCreationDeviceId
At Submission Filing Device Id9221A000808B57C4579A8994D520425349E72BB6AtSubmissionFilingDeviceId
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$6,277,020FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$21InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$125,430DividendsRevAndExpnssAmt
Dividends Net Invst Incm$125,430DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$281,120NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,043,109GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$281,120CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$406,571TotalRevAndExpnssAmt
Total Net Invst Incm$406,571TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$70,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$17,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$52,500CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$285LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$71LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$214LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$863AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,687AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$34,448OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$27,698OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$6,750OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,021TaxesRevAndExpnssAmt
Taxes Net Invst Incm$21TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$5,000OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$1,250OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$3,750OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$369TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$92TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$277TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$149PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$37PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$111PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,106OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$528OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,578OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$116,928TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$48,060TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$66,867TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$472,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$472,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$589,828TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$48,060TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$539,767TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$183,257ExcessRevenueOverExpensesAmt
Net Investment Income$358,511NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$183,807SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$483,882SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$483,882SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$295,466USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,833,706CorporateStockBOYAmt
Corporate Stock EOY$2,501,220CorporateStockEOYAmt
Corporate Stock EOYFMV$3,564,176CorporateStockEOYFMVAmt
Corporate Bonds BOY$789,847CorporateBondsBOYAmt
Corporate Bonds EOY$691,015CorporateBondsEOYAmt
Corporate Bonds EOYFMV$723,834CorporateBondsEOYFMVAmt
Other Investments BOY$2,004,652OtherInvestmentsBOYAmt
Other Investments EOY$1,254,741OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,505,128OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,107,478TotalAssetsBOYAmt
Total Assets EOY$4,930,858TotalAssetsEOYAmt
Total Assets EOYFMV$6,277,020TotalAssetsEOYFMVAmt
Accounts Payable BOY$282AccountsPayableBOYAmt
Total Liabilities BOY$282TotalLiabilitiesBOYAmt
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$5,107,196RetainedEarningBOYAmt
Retained Earning EOY$4,930,858RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,107,196TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,930,858TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,107,478TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,930,858TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,107,196TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$183,257ExcessRevenueOverExpensesAmt
Other Increases$6,919OtherIncreasesAmt
Subtotal$4,930,858SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,930,858TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$2,043,109GrossSalesPriceAmt
Cost Or Other Basis$1,761,989CostOrOtherBasisAmt
Gain Or Loss$281,120GainOrLossAmt
Gains Minus Excess Or Losses$281,120GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$281,120CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$571,318AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,408,403NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.089151DistributionYr1Rt
Adjusted Qlfy Distri Yr2$472,094AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,659,937NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.070886DistributionYr2Rt
Adjusted Qlfy Distri Yr3$479,302AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,399,145NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.074901DistributionYr3Rt
Adjusted Qlfy Distri Yr4$392,483AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,220,092NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.063099DistributionYr4Rt
Adjusted Qlfy Distri Yr5$357,859AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,323,522NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056592DistributionYr5Rt
Total Distribution0.354629TotalDistributionRt
Average Distribution0.070926AverageDistributionRt
Net Vl Noncharitable Assets$5,947,729NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$421,849AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,585NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$425,434AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$539,767QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,585InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,585SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,585TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Tax Due$1,585TaxDueAmt

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 AddressN/AWebsiteAddressTxt
Individual With BooksJENNIFER COOKIndividualWithBooksNm
Phone2072531568PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 17513AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04112ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
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
ALEXSANDRA FISHER COLES
PO BOX 17513PORTLANDME04112TRUSTEE/PRESIDENT1.00$14,000$0$0
OWEN W WELLS
PO BOX 17513PORTLANDME04112TRUSTEE/CLERK1.00$14,000$0$0
MEG BAXTER
PO BOX 17513PORTLANDME04112TRUSTEE1.00$14,000$0$0
HENRY L P SCHMELZER
PO BOX 17513PORTLANDME04112TRUSTEE1.00$14,000$0$0
CRAIG N DENEKAS
PO BOX 17513PORTLANDME04112TRUSTEE1.00$14,000$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,903,775AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$134,529AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,038,304TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,038,304AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$90,575CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,947,729NetVlNoncharitableAssetsAmt
Minimum Investment Return$297,386MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$297,386MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,585TaxBasedOnInvestmentIncomeAmt
Total Tax$3,585TotalTaxAmt
Distributable Before Adj$293,801DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$293,801DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$293,801DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$539,767ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$539,767QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,585PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$536,182AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$293,801DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$45,665ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$85,918ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$167,277ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$153,191ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$254,702ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$706,753TotalExcessDistributionCyovAmt
Qualifying Distributions$539,767QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$293,801AppliedToCurrentYearAmt
Remaining Distri From Corpus$245,966RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$952,719TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$45,665ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$907,054ExcessDistriCyovToNextYrAmt
Excess From Year4$85,918ExcessFromYear4Amt
Excess From Year3$167,277ExcessFromYear3Amt
Excess From Year2$153,191ExcessFromYear2Amt
Excess From Year1$254,702ExcessFromYear1Amt
Excess From Current Year$245,966ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonOWEN W WELLSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 17513AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04112ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2072531568RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORMAT. EXEMPT ORGANIZATIONS ENGAGED IN CHARITABLE, BENEVOLENT, ELEEMOSYNARY, EDUCATIONAL, CIVIC, LITERARY, CULTURAL OR SCIENTIFIC PURSUITS ARE CONSIDERED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
317 MAIN COMMUNITY MUSIC CENTER
317 MAIN STREETYARMOUTHME04096NONEPUBLICGENERAL OPERATING SUPPORT$5,000
ABBE MUSEUM
PO BOX 286BAR HARBORME04609NONEPUBLICTWISTED PATH IV: VITAL SIGNS$5,000
AMERICAN NATIONAL RED CROSS FBO AMERICAN RED CROSS OF MAINE
2401 CONGRESS STREETPORTLANDME04102NONEPUBLICREPLACE "BLOODMOBILE"$10,000
ANDROSCOGGIN HOME CARE & HOSPICE
15 STRAWBERRY AVENUELEWISTONME04240NONEPUBLICBEREAVEMENT PROGRAM$2,500
AROOSTOOK ASPIRATIONS INITIATIVE
26 NORTH STREET BOX 138PRESQUE ISLEME04769NONEPUBLICSUPPORT TOWARD POST-SECONDARY EDUCATION AND OUT-MIGRATION REVERSAL$5,000
AUGUSTA FOOD BANK
ST MARKS EPISCOPAL CHURCHAUGUSTAME043307040NONEPUBLICBUILD AND FURNISH A 500 SQUARE FOOT DISTRIBUTION/WAREHOUSE FACILITY$20,000
BANGOR SYMPHONY ORCHESTRA
PO BOX 1441BANGORME044021441NONEPUBLICGENERAL OPERATING SUPPORT$5,000
BAY CHAMBER CONCERTS
PO BOX 599ROCKPORTME04856NONEPUBLICGENERAL OPERATING SUPPORT$2,000
BEACON PROJECT
PO BOX 1135ISLESBOROME04848NONEPUBLICHIRE A PART-TIME HANDYMAN$2,000
BIG BROTHERS BIG SISTERS OF MID-MAINE
48 WASHINGTON STREET SUITE 16CAMDENME04843NONEPUBLICGENERAL OPERATING SUPPORT$5,000
CAMDEN INTERNATIONAL FILM FESTIVAL
PO BOX 836CAMDENME048430836NONEPUBLICGENERAL OPERATING SUPPORT$4,000
CANCER COMMUNITY CENTER
778 MAIN STREETSOUTH PORTLANDME04106NONEPUBLICGENERAL OPERATING SUPPORT$5,000
CENTER FOR GRIEVING CHILDREN
555 FOREST AVENUEPORTLANDME04101NONEPUBLICINTERCULTURAL PEER SUPPORT PROGRAM$7,500
CHILDREN'S MUSEUM & THEATRE OF MAINE
142 FREE STREETPORTLANDME04101NONEPUBLICGENERAL OPERATING SUPPORT$2,500
COMMUNITY CONCEPTS
240 BATES STREETLEWISTONME04240NONEPUBLICGENERAL OPERATING SUPPORT$10,000
FARNSWORTH ART MUSEUM
16 MUSEUM STREETROCKLANDME04841NONEPUBLICGENERAL OPERATING SUPPORT$5,000
FIDELCO GUIDE DOG FOUNDATION
103 VISION WAYBLOOMFIELDCT06002NONEPUBLICGUIDE DOG PARTNERSHIP PROGRAM IN MAINE$3,000
FRIENDS OF CASCO BAY
43 SLOCUM DRIVESOUTH PORTLANDME04106NONEPUBLICGENERAL OPERATING SUPPORT$3,000
FRIENDS OF CSD
PO BOX 961CAMDENME04843NONEPUBLICRAISE THE CURTAIN ON A 21ST CENTURY STROM$5,000
FRIENDS OF LONG CREEK YOUTH DEVELOPMENT CENTER
675 WESTBROOK STREETSOUTH PORTLANDME04106NONEPUBLICRESIDENTS IN TRANSITION PROGRAM$5,000
FRIENDS OF THE STRAND THEATRE INC
PO BOX 433ROCKLANDME04841NONEPUBLICCLOSED CAPTIONING AND LISTENING ASSIST DEVICES$5,000
GREATER PORTLAND CHARITABLE FURNITURE CENTER FBO FURNITURE FRIENDS
PO BOX 7894PORTLANDME04112NONEPUBLICSTAFFING AND WAREHOUSE SPACE$10,000
GOOD SHEPHERD FOOD BANK OF MAINE
PO BOX 1807AUBURNME042111807NONEPUBLICGENERAL OPERATING SUPPORT$10,000
GRAHAMTASTIC CONNECTION
21 BRADEEN STREET SUITE 107SPRINGVALEME04083NONEPUBLICCONNECT CHILDREN WITH CANCER AND OTHER SERIOUS ILLNESSES WITH THEIR CLASSROOMS, TEACHERS, FAMILY AND FRIENDS VIA THE INTERNET$5,000
GULF OF MAINE RESEARCH INSTITUTE
350 COMMERCIAL STREETPORTLANDME04101NONEPUBLICGENERAL OPERATING SUPPORT$5,000
HOSPICE OF SOUTHERN MAINE
180 US ROUTE ONESCARBOROUGHME04074NONEPUBLIC2016 THRESHOLD CONFERENCE AND POST-CONFERENCE FORUMS$5,000
HURRICANE ISLAND FOUNDATION
PO BOX 1280ROCKLANDME04841NONEPUBLICCENTER FOR SCIENCE AND LEADERSHIP$3,000
IRIS NETWORK
189 PARK AVENUEPORTLANDME04102NONEPUBLICGENERAL OPERATING SUPPORT$4,000
ISLAND CONNECTIONS
15 EAGLE LAKE ROADBAR HARBORME04609NONEPUBLICDRIVER REWARDS PROGRAM$2,500
ISLAND INSTITUTE
PO BOX 648ROCKLANDME048410648NONEPUBLICGENERAL OPERATING SUPPORT$6,000
KNOX COUNTY HOMELESS COALITION
PO BOX 1696ROCKLANDME04841NONEPUBLICAFTERCARE: A BRIDGE FROM HOMELESNESS TO INDEPENDENCE$10,000
LEGAL SERVICES FOR THE ELDERLY
5 WABON STREETAUGUSTAME043307040NONEPUBLICGENERAL OPERATING SUPPORT$10,000
MAINE ADAPTIVE SPORTS & RECREATION
8 SUNDANCE LANENEWRYME04261NONEPUBLIC1. WINTER LESSONS PROGRAM 2. ANNUAL NEW ENGLAND BLIND & VISUALLY IMPAIRED SKI FESTIVAL$5,000
MAINE DISCOVERY MUSEUM
74 MAIN STREETBANGORME04401NONEPUBLICGENERAL OPERATING SUPPORT$2,500
MAINE HISTORICAL SOCIETY
489 CONGRESS STREETPORTLANDME041013498NONEPUBLICGENERAL OPERATING SUPPORT$5,000
MAINE JUSTICE FOUNDATION
40 WATER STREETHALLOWELLME04347NONEPUBLICJUSTICE ACTION GROUP STUDY$2,500
MAINE MARITIME MUSEUM
243 WASHINGTON STREETBATHME04530NONEPUBLICGENERAL OPERATING SUPPORT$2,500
MAINE MEDICAL CENTER
22 BRAMHALL STREETPORTLANDME041023175NONEPUBLICDEAN L. FISHER SCHOLARSHIPS$50,000
MAINE PUBLIC BROADCASTING NETWORK
1450 LISBON STREETLEWISTONME042403595NONEPUBLICGENERAL OPERATING SUPPORT$20,000
MAINE SEACOAST MISSION
12 WEST STREETBAR HARBORME04609NONEPUBLICISLAND HEALTH SERVICES PROGRAM (IHSP)$5,000
MAINE STATE MUSIC THEATRE
22 ELM STREETBRUNSWICKME04011NONEPUBLICGENERAL OPERATING SUPPORT$2,500
MERRYSPRING NATURE CENTER
PO BOX 893CAMDENME04843NONEPUBLICGENERAL OPERATING SUPPORT$10,000
METHODIST CONFERENCE HOME INC
46 SUMMER STREETROCKLANDME04841NONEPUBLICMEALS ON WHEELS PROGRAM$7,500
MILESTONE FOUNDATION
65 INDIA STREETPORTLANDME04101NONEPUBLICGENERAL OPERATING SUPPORT$2,500
MITCHELL INSTITUTE
75 WASHINGTON AVENUE SUITE 2EPORTLANDME04101NONEPUBLICGENERAL OPERATING SUPPORT$15,000
MY PLACE TEEN CENTER
755 MAIN STREETWESTBROOKME04092NONEPUBLICPROVIDE 500+ AT-RISK YOUTH AGES 1018 WITH YEAR-ROUND SPECIALIZED PROGRAMMING$5,000
NATURE CONSERVANCY IN MAINE
14 MAINE STREET SUITE 401BRUNSWICKME04011NONEPUBLICGENERAL OPERATING SUPPORT$2,500
OGUNQUIT MUSEUM OF AMERICAN ART
PO BOX 815OGUNQUITME03907NONEPUBLICGENERAL OPERATING SUPPORT$2,500
OGUNQUIT PLAYHOUSE
PO BOX 915OGUNQUITME03907NONEPUBLICGENERAL OPERATING SUPPORT$2,500
PENOBSCOT COMMUNITY HEALTH CARE
PO BOX 2100BANGORME04402NONEPUBLICGENERAL OPERATING SUPPORT$6,000
PORTLAND MUSEUM OF ART
SEVEN CONGRESS SQUAREPORTLANDME04101NONEPUBLICGENERAL OPERATING SUPPORT$10,000
PORTLAND STAGE COMPANY
PO BOX 1458PORTLANDME04104NONEPUBLICGENERAL OPERATING SUPPORT$5,000
PORTLAND SYMPHONY ORCHESTRA
50 MONUMENT SQUARE 2ND FLOORPORTLANDME04101NONEPUBLICGENERAL OPERATING SUPPORT$10,000
PREBLE STREET
38 PREBLE STREETPORTLANDME04101NONEPUBLICGENERAL OPERATING SUPPORT$5,000
ROCKLAND HISTORICAL SOCIETY
PO BOX 1331ROCKLANDME04841NONEPUBLICRESTORE THE BIRTHPLACE OF PULITZER PRIZE WINNING POET EDNA ST. VINCENT MILLAY WHERE A NEW LITERARY ARTS ORGANIZATION WILL ESTABLISH OPERATIONS$10,000
SAFE VOICES
PO BOX 713AUBURNME042120713NONEPUBLICGENERAL OPERATING SUPPORT$5,000
SALVATION ARMY OF NORTHERN NEW ENGLAND
PO BOX 3575PORTLANDME04104NONEPUBLICGENERAL OPERATING SUPPORT$4,000
SOUTHERN MAINE AGENCY ON AGING
136 US ROUTE ONESCARBOROUGHME04074NONEPUBLICGENERAL OPERATING SUPPORT$5,000
ST BERNARD'S PARISH SOUP KITCHEN
7 UNION STREETCAMDENME04843NONEPUBLICGENERAL OPERATING SUPPORT$5,000
SUSAN L CURTIS CHARITABLE FOUNDATION
1321 WASHINGTON AVENUE SUITE 104PORTLANDME04103NONEPUBLICGENERAL OPERATING SUPPORT$5,000
THE CEDARS
630 OCEAN AVENUEPORTLANDME04103NONEPUBLICCARDIO-PULMONARY PROGRAM ENHANCEMENT$5,000
THEATER AT MONMOUTH
PO BOXMONMOUTHME042590385NONEPUBLIC20162017 STATEWIDE EDUCATION TOURS$2,500
TREE STREET YOUTH
144 HOWE STREETLEWISTONME04240NONEPUBLICRENOVATION AND EXPANSION$10,000
TRI-COUNTY LITERACY
34 WING FARM PARKWAYBATHME04530NONEPUBLICLITERACY VOLUNTEERS PROGRAM$1,900
UNITED WAY OF AROOSTOOK
9 DYER STREET SUITE 2PRESQUE ISLEME04769NONEPUBLICGENERAL OPERATING SUPPORT$25,000
UNIVERSITY OF MAINE FOUNDATIONCOLLINS CENTER FOR THE ARTS
BUCHANAN ALUMNI HOUSEORONOME044695792NONEPUBLICGENERAL OPERATING SUPPORT$4,000
WASHINGTON HANCOCK COMMUNITY AGENCY
248 BUCKSPORT ROADELLSWORTHME04605NONEPUBLICGENERAL OPERATING SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$472,900TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$125,430ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$281,120ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$406,571ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$406,571TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING - TAX RETURN PREPARATION$2,250$563$0$1,687
TAX REPORTING LETTER FEE$300$300$0$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$691,015EOYBookValueAmt
EOYFMV$723,834EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$2,501,220EOYBookValueAmt
EOYFMV$3,564,176EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$1,254,741$1,505,128
FOREIGN MUTUAL FUNDSAT COST$0$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$285LegalFeesAmt
Net Investment Income$71NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$214DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TELEPHONE$87$22$0$65
INSURANCE$930$233$0$697
POSTAGE$1,083$271$0$812
SUPPLIES$6$2$0$4

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
OTHER CHANGES IN NET ASSETS$1,621
OVERPAYMENT OF PRIOR YEAR EXCISE TAX$5,298

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ACCOUNT FEES$25,448$25,448$0$0
ADMINISTRATIVE$9,000$2,250$0$6,750

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHOLDING$21$21$0$0
EXCISE TAXES - CURRENT YEAR$2,000$0$0$0

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