2025-10-03T13:58:39-05:00 2024-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2024-01-01 010498551 John T Gorman Foundation JOHN 2075186784 200 Middle Street 804 Portland ME 04101 Michael Bevilacqua CFO & Chief Operating Officer 2075186784 2025-10-02 1 0 Connor Smart P02285543 2078792100 2025-10-02 2024 2025-03-06 01:10:19Z X X 223518154 X 0 X 1163081 1163081 832655 832655 11644440 68046196 5162526 0 2562381 13640176 9720643 746716 70965 675751 744470 72523 671947 219555 16341 203214 1580 0 1580 41880 5290 36590 933533 643963 289570 240353 0 0 59438 0 188768 10815 177953 80597 0 80597 130293 491 238889 3387183 820388 2376091 7535759 7535759 10922942 820388 9911850 2717234 8900255 538695 442256 442256 2395999 4386789 4386789 2921238 4872367 2921238 2921238 750000 0 750000 750000 750000 782224 654870 654870 21060564 26554962 26554962 84945688 94794165 94794165 97799261 92199603 92199603 1031890 787260 294927 244630 244630 706574 569641 569641 214146299 223518154 223518154 693023 624839 1474602 1461418 2167625 2086257 X 211978674 221431897 211978674 221431897 214146299 223518154 211978674 2717234 6735989 221431897 0 221431897 Publicly Traded Securities P 2023-12-30 2024-12-30 68046196 56401756 11644440 11644440 Net Adjustment for Pass-Through Interests P 2023-12-30 2024-12-30 6481914 -6481914 -6481914 5162526 123714 0 123714 0 123714 227358 0 140000 0 367358 0 243644 243644 0 0 0 0 0 0 0 0 0 1 1 0 1 1 ME 1 0 0 0 0 1 www.jtgfoundation.org Michael Bevilacqua 2075186784 200 Middle Street 804 Portland ME 04101 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Nicole Witherbee ex officio 200 Middle Street 804 Portland ME 04101 President, CEO, & Director 40.00 383618 31379 0 Michael Bevilacqua 200 Middle Street 804 Portland ME 04101 CFO/Treasurer, Chief Operating Officer 40.00 303428 28291 0 Anne Dinsmore 200 Middle Street 804 Portland ME 04101 Director 2.00 0 0 0 Maggie Christie Keohan 200 Middle Street 804 Portland ME 04101 Director 2.00 0 0 0 Richard W Petersen 200 Middle Street 804 Portland ME 04101 Director 1.50 0 0 0 Rebecca Hatfield 200 Middle Street 804 Portland ME 04101 Director 1.50 0 0 0 John Sullivan 200 Middle Street 804 Portland ME 04101 Director 2.00 0 0 0 Shawn O Gorman 200 Middle Street 804 Portland ME 04101 Chairman & Director 2.50 0 0 0 Martha E Greene 200 Middle Street 804 Portland ME 04101 Secretary & Director 2.50 0 0 0 Jennifer Beck 200 Middle Street 804 Portland ME 04101 VP, Programs 40.00 225271 27212 0 Leigh Arsenault 200 Middle Street 804 Portland ME 04101 Senior Program Assoc 40.00 123831 13070 0 Andrew Colvin 200 Middle Street 804 Portland ME 04101 Director, Communicat 40.00 91130 20784 0 Jennifer Rice 200 Middle Street 804 Portland ME 04101 Executive Assistant 40.00 75079 26134 0 James Patefield 200 Middle Street 804 Portland ME 04101 Grants & Data Associ 32.00 74188 12359 0 0 Cambridge Associates 125 High Street Boston MA 02110 Investment advisory services 364515 Northern Trust Company 50 South LaSalle Street Chicago IL 60603 Investment custody services 112322 KKMG LLC 10 Moon Road Gray ME 04039 Fellowship consultant/faculty 52200 0 0 217238722 533405 0 217772127 0 0 217772127 3266582 214505545 10725277 10725277 123714 32020 155734 10569543 0 10569543 0 10569543 9911850 0 9911850 10569543 9483324 0 0 9911850 9483324 0 0 428526 0 0 0 0 0 0 0 0 10141017 0 0 0 Jennifer Beck 200 Middle Street Suite 804 Portland ME 04101 2075186784 We generally do not fund unsolicited proposals; however, organizations are welcome to contact us with ideas that are aligned with our strategic focus. Please contact info@jtgfoundation.org with a brief description of your proposal, including the issue you are seeking to address, approach (including rationale), and cost of implementation. Not applicable, as the majority of grants are by invitation. The John T. Gorman Foundation invests in comprehensive strategies and initiatives that seek to improve the well-being and resiliency of Maine children by ensuring that they and their caregivers have the tools and supports needed to be successful. The bulk of our investments are invitation-only to grantees that have demonstrated a capacity for whole-family or two-generation approaches to prevent Adverse Childhood Experiences (ACEs) and improve child and family wellbeing in five key areas: education, social capital, physical/mental health, wealth and assets, and employment navigation and supports. Grants are made predominantly to 501(c)(3) public charities and government-affiliated entities. Jennifer Beck 200 Middle Street Suite 804 Portland ME 04101 2075186784 Grantee and applicants can manage their existing grant or their application on the Foundation's website at: https://www.jtgfoundation.org/our-work/grants-giving/. Grantees and applicants should be prepared to provide the following information: proof of tax-exempt status; financial statements and budgets; detailed accounting for how the proposal advances the Foundation's mission. None. Grants are awarded based on need and approval to fund an applicant. The Direct Services Grant Program (DSGP) provides funding to non-profit organizations who provide supports and services addressing the immediate basic needs of people in Maine who are experiencing the adverse effects of poverty. Eligible programs and organizations are those that address or connect people to supports such as food, shelter, clothing, physical and mental health, transportation, English language classes, domestic violence, case management support, etc. The DSGP awards both program/project funding and general operating support. General operating support grants are limited to those organizations whose sole mission is to serve Maine residents who are experiencing poverty. Adoptive and Foster Families of Maine Inc 304 Hancock Street Suite 2A Bangor ME 044016573 N/A PC To bolster the resources available to rural families in Maine 100000 Androscoggin Head Start & Child Care (dba Promise Early Education Center) 269 Bates Street Lewiston ME 042407331 N/A PC Promise Food Pantry's supplying of personal hygiene items and cleaning supplies 5000 Area Interfaith Outreach PO Box 113 Rockland ME 048410113 N/A PC Food, basic supplies and energy assistance for Knox County 15000 Aroostook Area Agency on Aging PO Box 1288 Presque Isle ME 047691288 N/A PC To support home delivered meals for older adults 20000 Aroostook County Action Program 771 Main Street Presque Isle ME 047692201 N/A PC To gather information about using Two-Gen and Whole Family approaches 10000 Aspen Institute 2300 North Street NW Suite 700 Washington DC 200371122 N/A PC Aspen Institute's Ascend Network's two-generation initiatives 100000 Auburn School Department 60 Court Street Suite 227 Auburn ME 04210 N/A GOV To pilot trauma-informed programming to bolster outcomes for students at Franklin School 125000 Bangor Area Homeless Shelter 263 Main Street Bangor ME 044016403 N/A PC To provide general operating support 20000 Bangor Housing Development Corporation 161 Davis Road Bangor ME 044012310 N/A PC Moving Families Forward; youth academic and career exporation; community events 297000 Bethel Area District Exchange and Food Pantry 16 Church Street Bethel ME 04217 N/A PC To provide general operating support 10000 Boy Scouts of America 131 Johnson Road Portland ME 04102 N/A PC To sponsor the 2024 Distinguished Citizen Award Dinner 10000 Boys and Girls Club of Bangor 161 Davis Road Bangor ME 044012310 N/A PC Moving Families Forward; behavioral health support 316000 Caring Unlimited 965 Main Street Sanford ME 040733764 N/A PC To provide general operating support 20000 Catholic Charities Maine PO Box 10660 Portland ME 041046060 N/A PC To support the Seek Elderly Alone, Renew Courage and Hope (SEARCH) program 20000 Center for the Advancement of Rural Living 358 Washburn Street Caribou ME 047364117 N/A PC To support the County Area Ride Service Program, a volunteer driver program in Aroostook County 20000 Children's Center Early Intervention and Family Support 1 Alden Avenue Augusta ME 04330 N/A PC To support a curriculum related to the effects of generational childhood trauma 25000 CHiP Inc PO Box 6 Newcastle ME 045530006 N/A PC To provide general operating support 10000 Coastal Enterprises Inc 30 Federal Street Brunswick ME 040111510 N/A PC Child Care Business Lab; child care worker program 150000 Commonspace 103 India Street Portland ME 041040992 N/A PC To provide general operating support 15000 Community Care PO Box 936 Bangor ME 044020936 N/A PC Shaw House Street Outreach Program 30000 Community Concepts 240 Bates Street Lewiston ME 042407330 N/A PC Maine Resiliency Center, mental health support, generation and family approaches 85000 Community Dental 190 Park Avenue Portland ME 04102 N/A PC To support the Access to Oral Healthcare Program, providing dental care to those experiencing poverty 20000 Cross Cultural Community Services PO Box 796 Portland ME 04104 N/A PC $50,000 for immigrant populations; $500 to connect attendees to social service agencies/supports. 50500 Day One 525 Main Street South Portland ME 041065462 N/A PC To support Lewiston youth through a harm reduction low barrier approach to services 20000 Downeast Community Partners 248 Bucksport Road Ellsworth ME 046052715 N/A PC For information about how organizations are using Two-Gen and Whole Family approaches 10000 Eastern Area Agency on Aging 240 State Street Brewer ME 044121519 N/A PC Provision of healthy, home-delivered meals to homebound older adults in eastern Maine 25000 Eastern Maine Community College 637 Highland Avenue South Portland ME 04106 N/A GOV Industry Exploration Training for Moving Families Forward program 38000 Educate Maine 482 Congress Street Suite 303 Portland ME 041013437 N/A PC Teacher development; academic services research; youth support 196000 Emmanuel Lutheran Episcopal Church 209 Eastern Avenue Augusta ME 043305951 N/A PC To provide general operating support for the Bridging the Gap program 15000 Family Planning Association of Maine PO Box 587 Augusta ME 043320587 N/A PC Caring Hands Fund; reproductive care services 22500 First Congregational Church of Waterville Maine 21 College Avenue Waterville ME 04901 N/A PC Waterville Area Essentials Closet 15000 Footprints Food Pantry PO Box 246 Kittery ME 039040246 N/A PC To provide general operating support 20000 Foundation for Portland Public Schools 353 Cumberland Avenue Portland ME 041012957 N/A PC To support the success of multilingual students in Portland Public Schools 1000 Franklin County Children's Task Force 113 Church Street Farmington ME 04938 N/A PC To student parents and their families using a Two-Generation approach 85000 Friends in Action PO Box 1446 Ellsworth ME 046051446 N/A PC To provide general operating support 15000 Friends of Katahdin Woods and Waters PO Box 18177 Portland ME 041128177 N/A PC To provide general operating support 25000 Greater Portland Business Education Collaborative 93 Exchange Street Portland ME 04101 N/A PC To sponsor the 2024 Imagine Portland event, honoring Northern Light Mercy Hospital 7500 Greater Portland Family Promise PO Box 11048 Portland ME 041047048 N/A PC To provide general operating support 20000 Gulf of Maine Research Institute 350 Commercial Street Portland ME 041014618 N/A PC To provide support for GMRI's education programming 5000 Hand in Hand Mano en Mano 4 Maple Street Milbridge ME 04658 N/A PC To provide general operating support 30000 Harrison Food Bank PO Box 112 Harrison ME 040400112 N/A PC To provide general operating support 10000 Healthy Acadia 75 State Street Ellsworth ME 046051832 N/A PC Family substance use assistance; food access and food justice 165000 Healthy Neighborhoods PO Box 383 Lewiston ME 042430383 N/A PC To support Healthy Neighborhood's community engagement efforts 75000 Homeless Services of Aroostook Inc PO Box 1753 Presque Isle ME 047691753 N/A PC To provide general operating support 30000 Ifka Community Services 229 Lisbon Street Suite B Lewiston ME 04240 N/A PC To provide general operating support 5000 In Her Presence 4 Milk Street Portland ME 04101 N/A PC To provide general operating support 50000 Intercultural Community Center 36 Patrick Drive Westbrook ME 040924807 N/A PC To provide general operating support 20000 Jewish Community Alliance of Southern Maine 1342 Congress Street Portland ME 041022117 N/A PC Maine Diaper Distribution Demonstration and Research Pilot 20000 Jobs for the Future Inc 50 Milk Street 17th Floor Boston MA 02109 N/A PC To expand and strengthen support for student parents and their families 135000 Kennebec Valley Community Action Program 101 Water Street Waterville ME 049010000 N/A PC Transportation, child health, safety resources, and basic needs; family generations 40000 Knox County Homeless Coalition PO Box 1696 Rockland ME 048411696 N/A PC To provide general operating support 25000 Lake Region Senior Service 182 North Road Bridgton ME 040090816 N/A PC To support the Healthcare Access Transportation Program 12000 Legal Services for the Elderly 5 Wabon Street Augusta ME 043307040 N/A PC Legal Services for Maine Elders' 50th Anniversary Celebration event; general support 25000 Lewiston Auburn Metropolitan Chamber of Commerce Foundation 415 Lisbon Street Suite 100 Lewiston ME 042407663 N/A PC A Night of Celebration event for community workforce success 500 Lewiston Public Schools 36 Oak Street Lewiston ME 04240 N/A GOV Academic and social-emotional support programs 345000 Loaves and Fishes Food Pantry PO Box 1672 Ellsworth ME 046055172 N/A PC To provide general operating support 20000 Locker Project PO Box 3134 Portland ME 041043134 N/A PC To provide general operating support 15000 Lubec Community Outreach Center 44 South Street Lubec ME 04652 N/A PC Food Pantry and Youth Program meals 10000 Lurie Childrens Hospital of Chicago 225 East Chicago Avenue Box 4 Chicago IL 60611 N/A PC To support the implementation of the Pregnancy Risk Assessment Monitoring System in Maine 240000 Mabel Wadsworth Women's Health Center 700 Mount Hope Avenue 420 Bangor ME 044015678 N/A PC To provide general operating support 25000 Machias Area Food Pantry 43 Kennebec Road Machias ME 04654 N/A PC To provide general operating support 25000 Maine Association For New Americans 991 Forest Avenue Suite 203 Portland ME 04104 N/A PC To support trauma-informed, multilingual and multicultural transportation program 25000 Maine Association for the Deaf 13 County Charm Road Cumberland Center ME 04021 N/A PC To fund ASL interpreter stipends as part of recovery efforts for the Lewiston community 5000 Maine Association for the Education Of Young Children 295 Water Street Suite 10 Augusta ME 043304659 N/A PC To provide support for MAEYC's work co-leading the Right from the Start Coalition 25000 Maine Association of Nonprofits 565 Congress Street Suite 301 Portland ME 041018300 N/A PC To provide general operating support 10000 Maine Cancer Foundation 170 US Route 1 Suite 250 Falmouth ME 041052152 N/A PC To support the John T. Gorman Cancer Fund; transportation costs 250000 Maine Children's Alliance 331 State Street Augusta ME 043307100 N/A PC To support the Maine Child Welfare Action Network 115000 Maine Childrens Home For Little Wanderers 93 Silver Street Waterville ME 04901 N/A PC To expand and strengthen support for student parents and their families 85000 Maine Coalition Against Sexual Assault 83 Western Avenue Suite 2 Augusta ME 043307230 N/A PC To provide general operating support 15000 Maine Coalition to End Domestic Violence 101 Western Avenue Augusta ME 04330 N/A PC To provide general operating support 100000 Maine Coast Fishermen's Association 93 Pleasant Street Brunswick ME 04011 N/A PC To support the Fishermen Feeding Mainers program 25000 Maine Community Foundation 245 Main Street Ellsworth ME 046051613 N/A PC Leadership Learning Exchange program; Education Funders Network 20500 Maine Community Integration 11 Lisbon Street Lewiston ME 042407198 N/A PC Early intervention services; 2Gen conference 128000 Maine Equal Justice 136 Sewall Street Augusta ME 043306822 N/A PC To support efforts to reduce child poverty and increase economic security for families with children 50000 Maine Highlands Senior Center 152 East Main Street DoverFoxcroft ME 04426 N/A PC To support the Helping Hands with Heart/Maine Highlands Integrated Response Network Unmet Needs Fund 15000 Maine Huts and Trails 496 Main Street Apartment C Kingfield ME 049474152 N/A PC To provide general operating support 5000 Maine Immigrant and Refugee Services 256 Bartlett Street Lewiston ME 04240 N/A PC Circles of Care program; general support; immigrant services; data research 117500 Maine Library Association 55 N Main Street Apartment 49 Belchertown MA 010078201 N/A PC To provide general operating support 7500 Maine Multicultural Center 40 Harlow Street Bangor ME 044015182 N/A PC To provide general operating support 10000 Maine Needs PO Box 4174 Portland ME 041010374 N/A PC To provide general operating support 15000 Maine Philanthropy Center PO Box 9301 Portland ME 041049301 N/A PC To provide general operating support 11170 Maine Prisoner Advocacy Coalition (MPAC) 3 Angel Street Lisbon Falls ME 04252 N/A PC To provide general operating support 25000 Maine School Administrative District 75 50 Republic Avenue Topsham ME 04086 N/A PC To support English language classes and to increase enrollment and student progress 20000 Maine Seacoast Mission 6 Old Firehouse Lane Northeast Harbor ME 04662 N/A PC To support the Housing Improvement Program 30000 Maine State Housing Authority 26 Edison Drive Augusta ME 04330 N/A GOV Lead paint interim control pilot program that helps families stay in their homes 38000 MaineHealth 22 Bramhall Street Portland ME 041023134 N/A PC Child and family health and support services; health care development 310000 Mainely Teeth (dba Mainely Smiles) 166 Regan Lane Portland ME 041032035 N/A PC To provide general operating support 25000 MCH Inc 46 Summer Street Rockland ME 048412920 N/A PC To support the Meals on Wheels program n Knox County 20000 Mercy Hospital 43 Whiting Hill Road Brewer ME 044121005 N/A PC McAuley Residences; general support; professional development 263000 Mid-Maine Homeless Shelter 19 Colby Street Waterville ME 049015563 N/A PC To provide general operating support 30000 Midcoast Community Alliance 10 State Road Box 293 Bath ME 045306017 N/A PC To provide general operating support 20000 Milestone Recovery 65 India Street Portland ME 041014209 N/A PC General support; medical care for the impoverished 35000 Morrison Center 60 Chamberlain Road Scarborough ME 040749192 N/A PC To provide general operating support 5000 Muskie Fund for Legal Services PO Box 547 Portland ME 041120547 N/A PC Annual event that supports six non-profit legal services providers 3500 National Trust for Local News 50 West Hampden Avenue Englewood CO 80110 N/A PC To support articles that raise awareness about underreported issues Maine children and families face 25000 Neighbors Driving Neighbors PO Box 142 Mount Vernon ME 043520142 N/A PC To provide general operating support 12000 New Beginnings 134 College Street Lewiston ME 042406810 N/A PC To provide general operating support 20000 New England Arab American Organization PO Box 1812 Portland ME 041041812 N/A PC Our Bridge program, providing emergency assistance to New Mainer families 25000 New Hope For Women Inc PO Box A Rockland ME 048410733 N/A PC To support safe and stable sheltering for survivors of domestic abuse 25000 Next Step Domestic Violence Project 733 Bangor Road Ellsworth ME 04605 N/A PC To provide general operating support 20000 Northern Lighthouse Inc 559 Sweden Street Caribou ME 04736 N/A PC To provide general operating support 30000 Oasis Free Clinics 331 Main Street Brunswick ME 040113230 N/A PC To provide general operating support 25000 Olympia Snowe Women's Leadership Institute 1 Canal Plaza Suite 501 Portland ME 041014083 N/A PC To provide general operating support 10000 Partners for Rural Impact 439 Walnut Meadow Road Berea KY 40403 N/A PC To provide support to grantee attendees of the Northern New England Rural Summit 22724 Penobscot Community Health Center 103 Maine Avenue Bangor ME 044014330 N/A PC To support Helping Hands for Health Mini-Grants 25000 Penquis CAP Inc 262 Harlow Street Bangor ME 04401 N/A PC Housing assistance and basic needs; family generations research 30000 Piscataquis Regional Food Center 76 North Street Dover Foxcroft ME 04426 N/A PC To provide general operating support 30000 Preble Street 55 Portland Street Portland ME 04101 N/A PC To provide general operating support 40000 Prosperity ME 175 Lancaster Street Suite 216A Portland ME 04101 N/A PC To support an affordable multifamily rental housing development and to prevent homelessness 100000 Raise-Op Housing Cooperative 145 Pierce Street Office 102 Lewiston ME 042407343 N/A PC To provide general operating support 50000 Rangeley Health and Wellness PO Box 722 Rangeley ME 049700722 N/A PC Essential food support to vulnerable residents 20000 River Valley Healthy Communities Coalition 49 Congress Street Rumford ME 042760086 N/A PC To support the Old School Food Pantry 10000 Rural Community Action Ministry 81 Church Hill Road Leeds ME 042633402 N/A PC To provide general operating support 17000 Safe Families for Children Alliance 4300 W Irving Park Road Chicago IL 60641 N/A PC For the Maine chapter of Safe Families for Children 35000 Safe Voices PO Box 713 Auburn ME 04212 N/A PC Emergency Sheltering Project 30000 Saint Andre Home 1066 Kenduskeag Avenue Bangor ME 044012914 N/A PC To support the CourageLIVES program 25000 Sanford Public Schools 917 Main Street Suite 200 Sanford ME 04073 N/A GOV Empowering Families, Elevating Early Learners initiative 235000 Seeds of Hope Neighborhood Center 35 South Street Biddeford ME 040052473 N/A PC To provide general operating support 25000 Senator George J Mitchell Scholarship Research Institute 75 Washington Avenue Suite 2E Portland ME 041012665 N/A PC To sponsor the Mitchell Institute Fall 2024 Gala 3000 Somerset Career & Technical Center 61 Academy Circle Skowhegan ME 04976 N/A PC Pilot project to increase the availability of reliable transportation 30000 Southern Maine Agency on Aging 30 Barra Road Biddeford ME 040059459 N/A PC Case management services for older adults and adults with disabilities 15000 Special Olympics Maine 525 Main Street Unit D South Portland ME 04106 N/A PC To provide general operating support 5000 Spurwink Services 901 Washington Avenue Suite 100 Portland ME 041032842 N/A PC To support programming in Androscoggin County 12500 St Luke Food Pantry 134 Park Street Portland ME 04101 N/A PC To provide general operating support 10000 State of Maine Dept of Health and Human Services 11 State House Station Augusta ME 04330 N/A GOV To support an external grant writer for a federal funding opportunity 14265 Sunrise County Economic Council 7 Ames Way Machias ME 046541424 N/A PC Expand and strengthen support for student parents and their families 90000 Sunrise Opportunities PO Box 88 Machias ME 046540088 N/A PC General operating support for Community Caring Collaborative 100000 Sweetser 50 Moody Street Saco ME 04072 N/A PC To provide general operating support 12500 Table of Plenty PO Box 232 Berwick ME 039010232 N/A PC To provide general operating support 10000 Teens to Trails 179 Neptune Drive Brunswick ME 04011 N/A PC To provide general operating support 5000 The Center for Grieving Children 555 Forest Avenue Portland ME 04101 N/A PC To provide general operating support 10000 The Drop-in Center 169 Pleasant Street Auburn ME 04210 N/A PC To provide general operating support 5000 The Opportunity Alliance 50 Lydia Lane South Portland ME 041062156 N/A PC To gather information about how organizations are using Two-Gen and WholeFamily approaches 10000 The Root Cellar 94 Washington Avenue Portland ME 041012630 N/A PC Expanding physical space; provide general support 275000 Trekkers Inc 325 Old County Road Rockland ME 04841 N/A PC To support the MidCoast Community Collaborative 215000 Trinity Jubilee Center 247 Bates Street Lewiston ME 042407331 N/A PC To provide general operating support 15000 Unitarian Universalist Association 24 Farnsworth Street Boston MA 022101264 N/A PC Provision of non-food household items to families 10000 United Recovery Fund 494 Forest Avenue Portland ME 041011512 N/A PC To support individuals in early recovery from substance use disorder and reentry from jail and prison 15000 United Way Of Androscoggin County Inc 66 Ash Street Lewiston ME 04243 N/A PC Support for the current and emerging needs of the Lewiston community 5000 United Way of Southern Maine 550 Forest Avenue Suite 100 Portland ME 04101 N/A PC ALICE education campaign; Maine Early Childhood Funders 145000 United Way of Tri-Valley Area 218 Fairbanks Road Farmington ME 04938 N/A PC To provide support for the Don't Despair Car Repair program 30000 Unity Barn Raisers 32 School Street Unity ME 04988 N/A PC To provide general operating support to Waldo County Bounty 15000 University System of New Hampshire 5 Chenell Drive Suite 301 Concord NH 033018522 N/A PC Research and evaluation activities for Foundation funded grants and initiatives 159000 Veterans Inc 69 Grove Street Worcester MA 016052600 N/A PC To provide operating support for Lewiston, Maine programming 25000 Volunteers of America Northern New England 14 Main Street Suite 100 Brunswick ME 04011 N/A PC To provide general operating support for the Cabin in the Woods program 5000 Wabanaki Public Health and Wellness Inc 1 Merchants Plaza Bangor ME 044018302 N/A PC To support the purchase of essential supplies for recovery programs and detox residents 10000 Waldo Community Action Partners 9 Field Street Suite 201 Belfast ME 04915 N/A PC To gather information about how organizations in Maine use Two-Gen and Whole Family approaches 10000 Waterville Area Soup Kitchen PO Box 1494 Waterville ME 049031494 N/A PC To provide general operating support 15000 Westbrook Housing 30 Liza Harmon Drive Westbrook ME 04092 N/A GOV To provide support for a campaign on housing that builds support for affordable housing for all Maine people 50000 Western Maine Community Action 20A Church Street East Wilton ME 04234 N/A PC For information about how organizations are using Two-Gen and Whole Family approaches 10000 Winthrop Food Pantry 10 Cross Road Suite 10E Winthrop ME 04364 N/A PC To provide general operating support 19000 Yale University - School of Public Health PO Box 208356 New Haven CT 06520 N/A PC Yale's Elevate Policy Lab 63600 York County Community Action Corporation 6 Spruce Street Sanford ME 040732917 N/A PC For information about how organizations are using Two-Gen and Whole Family approaches 10000 Youth and Family Outreach 331 Cumberland Avenue Portland ME 041012957 N/A PC To support childcare access for families residing at Frances Warde in Portland 40000 7535759 0 14 1163081 14 832655 18 11644440 Net Adjustment for Amounts Reported on Schedules K-1 523000 176340 14 2562381 (Recorded on Books) 14 -2738721 176340 13463836 0 13640176 0 0 0 0 0 0 0 0 0 0 Accounting and tax preparation fees 41880 5290 36590 Furniture & Fixtures 2011-12-31 242670 210099 NC 0.000000000000 0 0 Computers & Equipment 2011-12-31 50364 37647 NC 0.000000000000 0 0 Leasehold Improvements 2011-12-31 738856 539514 NC 0.000000000000 0 0 CF Arrowstreet CAP GBL ALL CNTY Alpha EXTN FD (CAN) LTD 6911461 6911461 CF Silchester INTL INV INTL Value Equity Trust 6486874 6486874 MFO iShares MSCI EAFE International 2126888 2126888 MFO JOHCM International Select Fund 6102795 6102795 CF The (Global) Emerging Markets Country Fund 2790697 2790697 MFO Vanguard Total Stock Market Index Fund 23251547 23251547 Generation IM Sustainable Solutions Fund IV (B) 1421874 1421874 CF Tiger GBL Long Opportunities LTD 3444125 3444125 Generation IM Fund PLC 7344199 7344199 Overlook Partners Fund 4668787 4668787 CF Two Sigma Active EXTN US All Cap Equity Cayman Fund LTD 19083119 19083119 CF Luxor Capital Partners Offshore 364516 364516 King Street Capital LTD NYKSC Class S 242893 242893 CF Davidson CL C Tranche 3 01 Jan 2025 10554390 10554390 26554962 26554962 0 0 Independent Franchise Partners Global Equity LP FMV 6626220 6626220 Acadian Sustainable Emerging Market Equity FMV 3000000 3000000 Durable Capital Offshore Fund LTD FMV 6400080 6400080 Fernbridge Capital Offshore Fund LTD FMV 1 1 Lone Cascade FMV 988874 988874 Elliot International Limited FMV 12597226 12597226 AACP Tax Exempt FMV 1962679 1962679 Accolade Partners Blockchain II Feeder FMV 1215800 1215800 Accolade Partners Blockchain III Seed Feeder FMV 112235 112235 Accolade Partners Blockchain III Venture Feeder FMV 393464 393464 Accolade Partners Growth I FMV 2194978 2194978 Accolade Partners Growth II FMV 1020058 1020058 Accolade Partners Growth III FMV 140934 140934 Accolade Partners IV FMV 2209349 2209349 Accolade Partners V FMV 2978359 2978359 Accolade Partners VI FMV 3376878 3376878 Accolade Partners VII FMV 2907718 2907718 Accolade Partners VIII FMV 1310236 1310236 Accolade Partners IX FMV 241897 241897 Asia Alternatives Delaware V FMV 138791 138791 Benefit Street Partners FMV 558398 558398 Blue Point Capital Partners V (A) FMV 655184 655184 CA Resources Fund (US Taxable) FMV 760322 760322 CA Resource Fund (US Tax Exempt) FMV 688048 688048 Dover Street VIII FMV 244961 244961 Dover Street IX FMV 1383676 1383676 Dover X FMV 1792677 1792677 Highbar Partners III FMV 746864 746864 Hillhouse Foucused Growth Fund V Feeder FMV 457546 457546 Hillhouse Fund V Feeder FMV 449320 449320 Hillhouse Venture Fund V Feeder FMV 818954 818954 Hillhouse Venture Fund VI Feeder FMV 166429 166429 Hillhouse Fund IV Feeder FMV 1325640 1325640 Hillhouse Fund III FMV 976123 976123 Kline Hill Partners II FMV 1339407 1339407 Kline Hill Partners FMV 1316105 1316105 Kline Hill Partners Core Offshore Fund FMV 906228 906228 Kline Hill Offshore Fund III FMV 1631414 1631414 Kline Hill Opportunity Offshore III FMV 607462 607462 Kline Hill Opportunity Offshore IV FMV 824576 824576 Kiline Hill Opportunity Offshore V FMV 470908 470908 Kline Hill Offshore Fund IV FMV 2801772 2801772 MVM V LP FMV 1657934 1657934 MVM VI LP FMV 568364 568364 Moonrise China Partners I FMV 1064370 1064370 Moonrise China Partners II FMV 1159589 1159589 Moonrise Venture Partners I FMV 3581535 3581535 Moonrise Venture Partners II FMV 2519974 2519974 Moonrise Venture Partners III FMV 1289944 1289944 Pelican Energy Partners II FMV 1655652 1655652 Pelican Energy Partners III FMV 1967751 1967751 Sentinel Capital VI FMV 522531 522531 Sentinel Capital VII FMV 354448 354448 Sentinel Junior Capital I FMV 426540 426540 Sentinel Junior Capital II FMV 137828 137828 Sentinel Continuation Fund FMV 122712 122712 Truebridge V FMV 3548618 3548618 Truebridge Global Premier I FMV 315567 315567 Turnspire Value Fund II FMV 568455 568455 Furniture and fixtures 242670 210099 32571 32571 Computers and equipment 50364 37647 12717 12717 Leasehold improvements 738856 539514 199342 199342 Legal fees 1580 0 1580 Operating lease right-of-use asset 706574 569641 569641 Office expenses 119496 491 119005 Insurance 10738 0 10738 Advertising 59 0 59 Accrual-to-cash adjustment 0 0 109087 Net Adjustment for Amounts Reported on Schedules K-1 2738721 2562381 2738721 (Recorded on Books) -2738721 -2738721 Unrealized gain on investments 6735989 Deferred tax liability 753606 874357 Operating lease liability 720996 587061 Investment management fees 643963 643963 0 Program consulting/management fees 289570 0 289570 Provision for net investment income excise taxes 240353 0 0