BETA

MAX KAGAN FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MAX KAGAN FAMILY FOUNDATION (EIN 01-6019033)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-09-15
IRS object ID
201612609349100401
Schema version
2015v2.1
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)
Return2016-09-15T00:00:00-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043097400PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KEVIN P MARTIN ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 FORBES WESTAddressLine1Txt
CityBRAINTREECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN016019033EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAX KAGAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAXKBusinessNameControlTxt
Phone9785461188PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 OLD GARDEN ROADAddressLine1Txt
CityROCKPORTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01966ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLESLIE KAGANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9785461188PhoneNum
Signature2016-09-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH DAVIN CPAPreparerPersonNm
PTINP01280481PTIN
Phone7813803520PhoneNum
Preparation2016-09-07PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,698,427FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$31,600ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$13,568InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13,568InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$78,983DividendsRevAndExpnssAmt
Dividends Net Invst Incm$78,983DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$199,285NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,658,770GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$199,285CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,596OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,596OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$329,032TotalRevAndExpnssAmt
Total Net Invst Incm$297,432TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,435AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,435AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$33,370OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$33,370OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$13,989TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$52,794TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$38,805TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$113,735ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$113,735ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$166,529TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$38,805TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$113,735TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$162,503ExcessRevenueOverExpensesAmt
Net Investment Income$258,627NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$2CashBOYAmt
Sav And Temp Cash Invst BOY$257,249SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$179,991SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$179,991SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$3,893AcctRcvblAmt
Acct Rcvbl EOY$3,893AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$3,893AcctRcvblEOYFMVAmt
US Government Obligations BOY$174,746USGovernmentObligationsBOYAmt
US Government Obligations EOY$174,738USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$235,207USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,266,473CorporateStockBOYAmt
Corporate Stock EOY$2,486,750CorporateStockEOYAmt
Corporate Stock EOYFMV$2,715,941CorporateStockEOYFMVAmt
Other Investments BOY$649,756OtherInvestmentsBOYAmt
Other Investments EOY$651,858OtherInvestmentsEOYAmt
Other Investments EOYFMV$563,395OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,348,222TotalAssetsBOYAmt
Total Assets EOY$3,497,230TotalAssetsEOYAmt
Total Assets EOYFMV$3,698,427TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,545,996CapitalStockBOYAmt
Capital Stock EOY$1,545,996CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,802,226RetainedEarningBOYAmt
Retained Earning EOY$1,951,234RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,348,222TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,497,230TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,348,222TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,497,230TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,348,222TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$162,503ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,510,725SubtotalAmt
Other Decreases$13,495OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,497,230TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS FINANCIAL 33224P$86,228$86,414-$186-$186
UBS FINANCIAL 33224P$5,250$3,845$1,405$1,405
UBS FINANCIAL 62596P$316,130$335,612-$19,482-$19,482
UBS FINANCIAL 62596P$248,713$191,375$57,338$57,338
UBS FINANCIAL 62597P$50,453$58,846-$8,393-$8,393
UBS FINANCIAL 62597P$239,752$196,271$43,481$43,481
UBS FINANCIAL 62598P$223,654$221,521$2,133$2,133
UBS FINANCIAL 62598P$257,814$201,857$55,957$55,957
UBS FINANCIAL 62599P$1,580$985$595$595
UBS FINANCIAL 62599P$124,749$96,394$28,355$28,355
UBS FINANCIAL 62600P$87,439$65,053$22,386$22,386
FROM PASSTHROUGHP$417$417$417
ADJUSTMENT TO SALE OF INTEREST IN ENBRIDGE ENERGY PARTNERS LPP$8,497$8,497$8,497
ADJUSTMENT TO SALE OF INTEREST IN KKR & CO LPP$1,312-$1,312-$1,312
ADJUSTMENT TO SALE OF INTEREST IN MARKWEST ENERGY PARTNERS LPP$5,608$5,608$5,608
CAPITAL GAINS DIVIDENDSP$2,486$2,486$2,486
FieldValueIRS element (for citing)
Capital Gain Net Income$199,285CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$178,545AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,822,735NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046706DistributionYr1Rt
Adjusted Qlfy Distri Yr2$188,408AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,513,546NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053623DistributionYr2Rt
Adjusted Qlfy Distri Yr3$152,110AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,212,175NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047354DistributionYr3Rt
Adjusted Qlfy Distri Yr4$180,442AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,296,354NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054740DistributionYr4Rt
Adjusted Qlfy Distri Yr5$168,363AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,175,180NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053025DistributionYr5Rt
Total Distribution0.255448TotalDistributionRt
Average Distribution0.051090AverageDistributionRt
Net Vl Noncharitable Assets$3,747,558NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$191,463AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,586NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$194,049AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$113,735QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,173InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,173SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,173TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,373EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,373TotalPaymentsAndCreditsAmt
Es Penalty$52EsPenaltyAmt
Tax Due$2,852TaxDueAmt

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 BooksLESLIE KAGANIndividualWithBooksNm
Phone9785461188PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 OLD GARDEN ROADAddressLine1Txt
CityROCKPORTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01966ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LESLIE KAGAN
2 OLD GARDEN ROADROCKPORTMA01966TRUSTEE1.00$0$0$0
RONALD STRIAR
2 OLD GARDEN ROADROCKPORTMA01966TRUSTEE1.00$0$0$0
RICHARD GROSSMAN
2 OLD GARDEN ROADROCKPORTMA01966TRUSTEE1.00$0$0$0
CANDACE PLATZ
2 OLD GARDEN ROADROCKPORTMA01966TRUSTEE1.00$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$3,574,045AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$230,582AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,804,627TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,804,627AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,069CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,747,558NetVlNoncharitableAssetsAmt
Minimum Investment Return$187,378MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$187,378MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,173TaxBasedOnInvestmentIncomeAmt
Total Tax$5,173TotalTaxAmt
Distributable Before Adj$182,205DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$182,205DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$182,205DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$113,735ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$113,735QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$113,735AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$182,205DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$7,667ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,465ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$14,132TotalExcessDistributionCyovAmt
Qualifying Distributions$113,735QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$113,735AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$14,132ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$14,132ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$54,338UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLESLIE KAGANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line151 PINE STREETAddressLine1Txt
CityORONOCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04473ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9785461188RecipientPhoneNum
Recipient Email AddressLKAGAN@KAGANASSOC.COMRecipientEmailAddressTxt
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ADVOCATES FOR CHILDREN
PO BOX 3316AUBURNME04212NONEPCOPERATIONAL SUPPORT$100
AMERICAN FEDERATION OF POLICE AND CONCERNED CITIZENS
6350 HORIZON DRIVETITUSVILLEFL32780NONEPCOPERATIONAL SUPPORT$100
AMERICAN JEWISH WORLD SERVICE
45 WEST 36TH STREETNEW YORKNY10018NONEPCOPERATIONAL SUPPORT$4,000
ARTIS NAPLES
5833 PELICAN BAY BLVDNAPLESFL34108NONEPCOPERATIONAL SUPPORT$1,600
ASPCA
PO BOX 96929WASHINGTONDC20077NONEPCOPERATIONAL SUPPORT$600
BETH ISRAEL SYNAGOGUE
920 FRANKLIN RDROANOKEVA24016NONEPCOPERATIONAL SUPPORT$100
BROOKFIELD INSTITUTE
PO BOX 388BROOKFIELDMA01506NONEPCOPERATIONAL SUPPORT$800
CAMP SUSAN CURTIS FOUNDATION
1321 WASHINGTON AVE 104PORTLANDME04103NONEPCOPERATIONAL SUPPORT$150
CAPE ANN ANIMAL AID
4 PAWS LANEGLOUCESTERMA01930NONEPCOPERATIONAL SUPPORT$950
CAPE ANN FOOD PANTRY
28 EMERSON AVEGLOUCESTERMA01930NONEPCOPERATIONAL SUPPORT$2,250
CIRCLE OF FRIENDS
11965 VENICE BLVD SUITE 301LOS ANGELESCA90066NONEPCOPERATIONAL SUPPORT$250
COMBINED JEWISH PHILANTHROPIES
126 HIGH STBOSTONMA02110NONEPCOPERATIONAL SUPPORT$4,750
CONGREGATION BETH ISRAEL
PO BOX 1726BANGORME04402NONEPCOPERATIONAL SUPPORT$1,235
CORNELL LAB OF ORINITHOLOGY
PO BOX 11ITHACANY14851NONEPCOPERATIONAL SUPPORT$100
CURE ALZHEIMER'S FUND
34 WASHINGTON STWELLESLEY HILLSMA02481NONEPCOPERATIONAL SUPPORT$750
DANA FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WESTBROOKLINEMA02445NONEPCOPERATIONAL SUPPORT$5,000
DEERFIELD ACADEMY
PO BOX 306DEERFIELDMA01342NONEPCOPERATIONAL SUPPORT$1,000
DISABLED AMERICAN VETERANS
PO BOX 14301CINCINNATIOH45250NONEPCOPERATIONAL SUPPORT$100
ENGENDER HEALTH
440 NINTH AVENUENEW YORKNY10001NONEPCOPERATIONAL SUPPORT$100
ESSEX COUNTY GREENBELT
82 EASTERN AVEESSEXMA01929NONEPCOPERATIONAL SUPPORT$750
FINCA
1201 15TH STREET NW 8TH FLOORWASHINGTONDC20005NONEPCOPERATIONAL SUPPORT$100
FISHER CENTER FOR ALZHEIMER'S
1 INTREPID SQUARENEW YORKNY10036NONEPCOPERATIONAL SUPPORT$3,400
FRIENDS OF ISRAELS ENVIRONMENT
4182 BECK AVENUESTUDIO CITYCA91604NONEPCOPERATIONAL SUPPORT$2,000
GREATER ANDROSCOGGIN HUMANE SOCIETY
55 STRAWBERRY AVELEWISTONME04240NONEPCOPERATIONAL SUPPORT$8,000
GREATER MIAMI JEWISH FEDERATION
4200 BISCAYNE BLVDMIAMIFL33137NONEPCOPERATIONAL SUPPORT$8,000
GREEN MOUNTAIN HORSE RESCUE
PO BOX 8SOUTH WOODSTOCKVT05071NONEPCOPERATIONAL SUPPORT$750
GROWTH THROUGH LEARNING
86 SHERMAN STREETCAMBRIDGEMA02140NONEPCOPERATIONAL SUPPORT$1,000
HELP HOSPITALIZED VETERANS
PO BOX 758505TOPEKAKS66675NONEPCOPERATIONAL SUPPORT$100
HILLEL AT UNIVERSITY OF MIAMI
1100 STANFORD DRIVECORAL GABLESFL33146NONEPCOPERATIONAL SUPPORT$500
JEWISH FEDERATION NAPLES
2500 VANDERBILT BEACH RDNAPLESFL34109NONEPCOPERATIONAL SUPPORT$2,500
LAST STOP HORSE RESCUE
938 TAR RIDGE ROADPRENTISSME04487NONEPCOPERATIONAL SUPPORT$1,750
MACCABI USA
1511 WALNUT ST 401PHILADELPHIAPA19103NONEPCOPERATIONAL SUPPORT$1,250
MAINE STATE SOCIETY FOR PROTECTION OF ANIMALS
PO BOX 10WINDHAMME04082NONEPCOPERATIONAL SUPPORT$100
NATIONAL FOUNDATION FOR CANCER RESEARCH
4600 EAST-WEST HWY 600BETHESDAMD20814NONEPCOPERATIONAL SUPPORT$100
PARTNERS IN HEALTH
888 COMMONWEALTH AVEBOSTONMA02215NONEPCOPERATIONAL SUPPORT$3,000
PATIENT AIRLIFT SERVICES
120 ADAMS BLVDFARMINGDALENY11735NONEPCOPERATIONAL SUPPORT$15,000
PLAY FOR PINK
60 EAST 56TH STREETNEW YORKNY10018NONEPCOPERATIONAL SUPPORT$1,000
RIDING TO THE TOP
PO BOX 1928WINDHAMME04062NONEPCOPERATIONAL SUPPORT$9,400
ROCKPORT CHAMBER MUSIC
PO BOX 312ROCKPORTMA01966NONEPCOPERATIONAL SUPPORT$450
SIMMONS COLLEGE
300 FENWAYBOSTONMA02115NONEPCOPERATIONAL SUPPORT$1,000
SPECIAL OLYMPICS
PO BOX 2170SOUTH PORTLANDME04116NONEPCOPERATIONAL SUPPORT$100
SUSAN CURTIS FOUNDATION
1321 WASHINGTON AVEPORTLANDME04103NONEPCOPERATIONAL SUPPORT$1,000
TEMPLE BETH SHALOM
193 EAST PLEASANT AVELIVINGSTONNJ07039NONEPCOPERATIONAL SUPPORT$4,000
TEMPLE SHALOM SYNAGOGUE CENTER
74 BRADMAN STAUBURNME04210NONEPCOPERATIONAL SUPPORT$2,500
THE BROOKE
NONEPCOPERATIONAL SUPPORT$4,0005TH FLOOR FRIARS BRIDGE COURTLONDONUKSE1 8NZ
THE PUBLIC THEATER
425 LAFAYETTE STREETNEW YORKNY10003NONEPCOPERATIONAL SUPPORT$1,000
TILTON SCHOOL
30 SCHOOL STLEWISTONME04240NONEPCOPERATIONAL SUPPORT$1,000
TREE STREET YOUTH
144 HOWE STLEWISTONME04240NONEPCOPERATIONAL SUPPORT$1,000
TUFTS UNIVERSITY
169 HOLLAND STREET 3RD FLOORSOMERVILLEMA02144NONEPCOPERATIONAL SUPPORT$500
UNITED JEWISH APPEAL - NJ
130 E 59TH STNEW YORKNY10022NONEPCOPERATIONAL SUPPORT$1,500
UNIVERISTY OF MIAMI
1320 S DIXIE HWYCORAL GABLESFL33146NONEPCOPERATIONAL SUPPORT$2,500
UNIVERSITY OF VERMONT
UNOVERSITY OF VERMONTBURLINGTONVT05405NONEPCOPERATIONAL SUPPORT$5,000
USO
PO BOX 96860WASHINGTONDC20077NONEPCOPERATIONAL SUPPORT$100
WELLSPRING HOUSE
302 ESSEX AVEGLOUCESTERMA01930NONEPCOPERATIONAL SUPPORT$2,250
WINTER KIDS
120 EXCHANGE ST 205PORTLANDME04101NONEPCOPERATIONAL SUPPORT$100
WOUNDED WARRIOR PROJECT
PO BOX 75816TOPEKAKS66675NONEPCOPERATIONAL SUPPORT$1,100
YMCA LEWISTONAUBURN
62 TURNER STAUBURNME04210NONEPCOPERATIONAL SUPPORT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$113,735TotalGrantOrContriPdDurYrAmt
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$13,568ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$78,983ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$199,285ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Related Or Exempt Function Incm$5,596RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$291,836ExclusionAmt
Related Or Exempt Function Incm$5,596RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$297,432TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementOTHER INCOME FROM INVESTMENTSRelationshipStatementTxt

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 (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
LESLIE KAGAN
12 OLD GARDEN ROADROCKPORTMA01966$11,200Yes (X)
REBECCA PLATZ
231 VALLEY ROADCUMBERLAND CENTERME04021$100Yes (X)
JAMES A PLATZ
32 GREAT FALLS PLAZAAUBURNME04210$15,000Yes (X)
DANIEL G KAGAN
42 ROLAND KIMBALL ROADFREEPORTME04032$5,200Yes (X)
SHANA E CASHMAN
5128 W CONCORD STREETBOSTONMA02118$100Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING & TAX PREP$2,500$2,500$0
BOOKKEEPING$2,935$2,935$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$2,486,750EOYBookValueAmt
EOYFMV$2,715,941EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$174,738USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$235,207USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$651,858BookValueAmt
EOYFMV$563,395EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
BOOK/TAX DIFFERENCE ON PASSTHROUGH$12,861
OTHER PASSTHROUGH INCOME INCLUDED IN UBIT$634

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Revenue And Expenses Per Books$5,596RevenueAndExpensesPerBooksAmt
Net Investment Income$5,596NetInvestmentIncomeAmt
Adjusted Net Income$5,596AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$33,370Amt
Net Investment Income$33,370NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES$408$0$0
FEDERAL TAXES$11,222$0$0
FOREIGN TAXES PAID$2,359$0$0

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