DAVIS FAMILY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DAVIS FAMILY FOUNDATION (EIN 01-0390443)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-29
- IRS object ID
- 202513029349302761
- Schema version
- 2024v5.0
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-29T12:44:00-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Congress Street | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010390443 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2078469132 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Forest Falls Dr Ste 5 | AddressLine1Txt |
| City | Yarmouth | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yvonne Mumme | PersonNm |
| Person Title | Chief Finance and Admin. Officer | PersonTitleTxt |
| Phone | 2078469132 | PhoneNum |
| Signature | 2025-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph Byrne | PreparerPersonNm |
| PTIN | P01289281 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2025-10-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Yvonne B Mumme | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Forest Falls Dr Ste 5 | AddressLine1Txt |
| City | Yarmouth | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,162,097 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.davisfoundations.org/dff | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | Award Grants | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $259,130 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,234,681 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,393,355 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,618 | PYOtherRevenueAmt |
| CY Other Revenue | $40,213 | CYOtherRevenueAmt |
| PY Total Revenue | $3,243,299 | PYTotalRevenueAmt |
| CY Total Revenue | $3,692,698 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,015,188 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,276,626 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $98,442 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $96,338 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $319,145 | PYOtherExpensesAmt |
| CY Other Expenses | $337,422 | CYOtherExpensesAmt |
| PY Total Expenses | $2,432,775 | PYTotalExpensesAmt |
| CY Total Expenses | $3,710,386 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $810,524 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$17,688 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $89,607,909 | TotalAssetsBOYAmt |
| Total Assets EOY | $100,467,900 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $132,909 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $327,367 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $89,475,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $100,140,533 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide grants to colleges, universities, and other educational institutions; to hospitals and other health organizations with a primary interest in programs designed to increase the effectiveness or decrease the cost of medical care; and organizations whose customary and primary activity is to promote music, theater, drama, history, literature, the arts or similar cultural activities. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,429,848 | ExpenseAmt |
| Grant | $3,276,626 | GrantAmt |
| Revenue | $40,213 | RevenueAmt |
| Desc | Grants allocated in support of 501(c)(3) & governmental organizations. See Schedule I for grants approved. | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,429,848 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yvonne Mumme | PersonNm |
| Phone | 2078469132 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Forest Falls Dr Ste 5 | AddressLine1Txt |
| City | Yarmouth | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Yvonne B Mumme | |||||||
| Chief Finance and Administrative Officer | 15.3 | 0 | Yes (X) | $56,783 | $0 | $9,494 | |
| Samuel M DiCapua | |||||||
| Trustee | 2.00 | 0.00 | $6,000 | $0 | $0 | Yes (X) | |
| Edward L Dilworth III | |||||||
| Trustee | 2 | 0 | $6,000 | $0 | $0 | Yes (X) | |
| Al Noyes | |||||||
| Trustee | 2.00 | 0.00 | $6,000 | $0 | $0 | Yes (X) | |
| Anne B Pringle | |||||||
| Trustee | 2 | 0 | $6,000 | $0 | $0 | Yes (X) | |
| Amanda V Rand | |||||||
| Trustee | 2 | 0 | $6,000 | $0 | $0 | Yes (X) | |
| Rebekah A Bucci | |||||||
| Chair | 3.5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| David J Bucci | |||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |
| Colleen Bucci Liddy | |||||||
| Trustee | 2 | 0 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $86,783 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,494 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Prio Wealth | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 Franklin St 20th FL | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Investment Management | ServicesDesc |
| Compensation | $173,719 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $259,130 | AllOtherContributionsAmt |
| Noncash Contributions | $259,130 | NoncashContributionsAmt |
| Total Contributions | $259,130 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,649,124 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,649,124 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,213,630 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,469,399 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,744,231 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,744,231 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,744,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior period grant recovery | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $40,213 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,213 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $40,213 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,692,698 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,213 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,393,355 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,276,626 | TotalAmt |
| Program Services | $3,276,626 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,338 | TotalAmt |
| Program Services | $33,634 | ProgramServicesAmt |
| Management And General | $62,704 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,437 | TotalAmt |
| Program Services | $85,600 | ProgramServicesAmt |
| Management And General | $10,837 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,600 | TotalAmt |
| Management And General | $14,600 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,395 | TotalAmt |
| Management And General | $177,395 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,462 | TotalAmt |
| Program Services | $1,894 | ProgramServicesAmt |
| Management And General | $2,568 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,264 | TotalAmt |
| Program Services | $12,224 | ProgramServicesAmt |
| Management And General | $2,040 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,664 | TotalAmt |
| Program Services | $13,845 | ProgramServicesAmt |
| Management And General | $6,819 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64 | TotalAmt |
| Program Services | $54 | ProgramServicesAmt |
| Management And General | $10 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,592 | TotalAmt |
| Program Services | $1,357 | ProgramServicesAmt |
| Management And General | $235 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,261 | TotalAmt |
| Program Services | $1,229 | ProgramServicesAmt |
| Management And General | $1,032 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dues | $4,964 | $3,326 | $1,638 | $0 |
| Miscellaneous | $719 | $59 | $660 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,710,386 | TotalAmt |
| Program Services | $3,429,848 | ProgramServicesAmt |
| Management And General | $280,538 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,036 | BOYAmt |
| EOY | $54,696 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $634,414 | BOYAmt |
| EOY | $482,850 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,633 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,088,851 | BOYAmt |
| EOY | $70,143,358 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,566,481 | BOYAmt |
| EOY | $29,454,128 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,775 | BOYAmt |
| EOY | $42,842 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,719 | BOYAmt |
| EOY | $290,026 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,607,909 | BOYAmt |
| EOY | $100,467,900 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,557 | BOYAmt |
| EOY | $59,185 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $222,827 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,352 | BOYAmt |
| EOY | $45,355 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,909 | BOYAmt |
| EOY | $327,367 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,475,000 | BOYAmt |
| EOY | $100,140,533 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,475,000 | BOYAmt |
| EOY | $100,140,533 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,607,909 | BOYAmt |
| EOY | $100,467,900 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$17,688 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,683,221 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| Business Name Line2SupportedOrganizationName/BusinessNameLine2Txt | EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|---|
| MaineHealth | |||||
| dba Maine Medical Center | 010238552 | 3 | Yes (1) | $0 | $0 |
| Portland Symphony Orchestra | |||||
| 016006058 | 7 | Yes (1) | $0 | $0 | |
| University of New England | |||||
| 010211810 | 2 | Yes (1) | $0 | $0 | |
| Portland Museum of Art | |||||
| 010378420 | 7 | Yes (1) | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | Yes (1) | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part IV, Section B, Line 2 | FormAndLineReferenceDesc |
| Explanation | The supported organizations identified in Form 990, Schedule A, Part I appoint trustees who represent the charitable class benefited by the mission of the Organization and its supported organizations. These same trustees have a majority vote on the Organization's board and approve all granting decisions. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Limited Partnership Interests | Desc |
| Book Value | $29,454,128 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $29,454,128 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Lease Liability | Desc |
| Amt | $45,355 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $45,355 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (92 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Midcoast Literacy | ||||||||
| 9 Park Street Suite 1 | Bath | ME | 04530 | 542127254 | 501(c)(3) | $6,000 | Read Together Tutoring for Children | |
| Belfast Area Child Care Services Inc | ||||||||
| 1025 WATERVILLE RD | WALDO | ME | 04915 | 237328966 | 501(c)(3) | $7,000 | Install Upgraded Security Systems at Child Care Centers in Belfast and Waldo | |
| Friends of Congress Square Park | ||||||||
| PO Box 5056 | Portland | ME | 04101 | 463549049 | 501(c)(3) | $7,500 | 2025 In the Square Programming | |
| TEMPOart Portland | ||||||||
| PO Box 4101 | Portland | ME | 041010301 | 473681864 | 501(c)(3) | $7,500 | TEMPOart Commissions Dancing for Joy | |
| Center for Maine Contemporary Art | ||||||||
| 21 Winter St | Rockland | ME | 048413420 | 010282701 | 501(c)(3) | $7,500 | Pilot Year of Teen Immersive Workshops and Mentoring | |
| Elder Grey Meeting House Cemetery Association | ||||||||
| 265 Chadbourne Ridge Rd | N Waterboro | ME | 040614333 | 016045733 | 501(c)(3) | $7,500 | The Elder Grey Meeting House Restoration Project | |
| Kneisel Hall | ||||||||
| PO Box 648 | Blue Hill | ME | 046140648 | 237361263 | 501(c)(3) | $7,500 | Repairs / Restoration of the Garage and the Purchase and Installation of a New Toolshed | |
| Royal River Community Players | ||||||||
| PO Box 602 | Yarmouth | ME | 040960602 | 814473933 | 501(c)(3) | $7,983 | Flexible Seating to Enhance Accessibility, Sustainability, and Comfort at RRCP Playhouse | |
| Maine Historical Society | ||||||||
| 489 Congress St Ste 2 | Portland | ME | 041013415 | 010211530 | 501(c)(3) | $8,250 | Replacement of Exterior Iron Gate to Brown Research Library and Longfellow House and Garden | |
| Turner Public Library | ||||||||
| 98 Matthews Way | Turner | ME | 042823930 | 010388492 | 501(c)(3) | $8,350 | Library Improvement and Expansion Initiative | |
| Kents Hill School | ||||||||
| PO Box 257 | Kents Hill | ME | 043490257 | 010211532 | 501(c)(3) | $8,500 | Envisioning the STEM Lab of the Future at Kents Hill School | |
| Peaks Island Children's Workshop | ||||||||
| 71 Herman Ave | Peaks Island | ME | 041081229 | 010482767 | 501(c)(3) | $8,505 | Interior Paint | |
| Bangor Symphony Orchestra | ||||||||
| PO Box 1441 | Bangor | ME | 044021441 | 010024645 | 501(c)(3) | $10,000 | Masterworks IV: Bangor Symphony Orchestra & Bangor Symphony Youth Orchestras Side-by-Side Performance | |
| LearningWorks | ||||||||
| 190 Riverside Street Unit 6B | Portland | ME | 04103 | 010353682 | 501(c)(3) | $10,000 | LearningWorks AfterSchool (LWAS): a Free, Supplemental Program for Low Performing Elementary Students | |
| LA Arts | ||||||||
| PO Box 3753 | Auburn | ME | 042123753 | 010391208 | 501(c)(3) | $10,000 | Improvements to LA Arts Performance Space | |
| The Franklin Library | ||||||||
| PO Box 202 | Franklin | ME | 046340202 | 010394150 | 501(c)(3) | $10,000 | Franklin Library Building Addition Project | |
| Midcoast Symphony Orchestra | ||||||||
| PO Box 86 | Brunswick | ME | 040110086 | 010459493 | 501(c)(3) | $10,000 | Purchase of Equipment to Support the MSO's Residency at the Franco Center in Lewiston | |
| Maine Adult Education Association | ||||||||
| 841 North Road | Dover Foxcroft | ME | 04426 | 010482994 | 501(c)(3) | $10,000 | Maine Adult Education Association Website Optimization | |
| Strawbery Banke Museum | ||||||||
| 17 Hancock St | Portsmouth | NH | 03801 | 020260158 | 501(c)(3) | $10,000 | Penhallow Cousins Kitchen Restoration and Exhibit Project | |
| The Circus Barn Incorporated | ||||||||
| 1 Circus Rd | Greensboro | VT | 058418166 | 237352665 | 501(c)(3) | $10,000 | Big Top Tour in Maine | |
| Paris Hill Library Association | ||||||||
| PO Box 43 | Paris | ME | 04271 | 237411542 | 501(c)(3) | $10,000 | Roof and Bathroom Replacement and Exterior Painting | |
| Fiddlehead Center for the Arts | ||||||||
| 226 Gorham Rd | Scarborough | ME | 040749504 | 450548356 | 501(c)(3) | $10,000 | Tinkerbus: A Mobile Classroom/Maker Space Brings STEAM Enrichment to Communities with Limited Access | |
| Maine School Garden Network | ||||||||
| 28 State House Sta | Augusta | ME | 043330028 | 461015017 | 501(c)(3) | $10,000 | Building Community Engagement and Self Sufficiency in Classrooms and School Gardens | |
| Kino Inc | ||||||||
| 121 Cassidy Point Dr | Portland | ME | 041023997 | 811860168 | 501(c)(3) | $10,000 | Growing Kinonik's Collection While Preserving 16mm Films | |
| York Hospital | ||||||||
| 15 Hospital Drive | York | ME | 03909 | 010212444 | 501(c)(3) | $10,000 | Leading with Heart Cardiac Campaign: Modernization of York Hospital's Cardiac Catheterization Laboratory | |
| School Around Us | ||||||||
| 281 Log Cabin Rd | Arundel | ME | 040467720 | 010287775 | 501(c)(3) | $10,000 | Artistic Immersion Pilot | |
| Maine Writers & Publishers Alliance | ||||||||
| 314 Forest Avenue Room 313 | Portland | ME | 04101 | 010375832 | 501(c)(3) | $10,000 | MWPA Turns 50: Telling our Story to Honor the Past and Shape the Future | |
| Portland Media Center | ||||||||
| 516 Congress St | Portland | ME | 04101 | 010403485 | 501(c)(3) | $10,000 | Civic IQ | |
| Meetinghouse Arts | ||||||||
| 40 Main Street | Freeport | ME | 04032 | 475194581 | 501(c)(3) | $10,000 | Technology Upgrades for Expanding Arts Access | |
| Eastern Maine Healthcare Systems | ||||||||
| PO Box 931 | Bangor | ME | 044020931 | 010211501 | 501(c)(3) | $11,229 | Northern Light Eastern Maine Medical Center Small Baby Program | Eastern Maine Medical Center |
| Society for the Preservation of New England Antiquities Inc | ||||||||
| 151 Essex St | Haverhill | MA | 01832 | 042104937 | 501(c)(3) | $12,000 | Exterior Preservation of the Garden Cottage at Hamilton House | |
| Skidompha Library Association | ||||||||
| PO Box 70 | Damariscotta | ME | 045430070 | 010228297 | 501(c)(3) | $13,700 | Investing in the Future: Strengthening Skidompha's Infrastructure | |
| Paris Public Library Association | ||||||||
| 37 Market Square | South Paris | ME | 04281 | 010281558 | 501(c)(3) | $13,700 | Deering Memorial Community Center Meeting Room Renovation | |
| The Trustees of Fryeburg Academy | ||||||||
| 745 Main St | Fryeburg | ME | 040371322 | 010211505 | 501(c)(3) | $15,000 | Exterior Renovation of Gibson Music Hall | |
| Waterville Creates | ||||||||
| 93 Main St | Waterville | ME | 049016636 | 010505433 | 501(c)(3) | $15,000 | Multimedia Production Equipment Purchase for Arts Education Workshops | |
| Brunswick Public Library Association | ||||||||
| 23 Pleasant St | Brunswick | ME | 040112261 | 016000787 | 501(c)(3) | $15,000 | Rebuild of Front Steps to Curtis Memorial Library's Original 1904 Building | |
| Quoddy Tides Foundation | ||||||||
| PO Box 161 | Eastport | ME | 046311532 | 016046843 | 501(c)(3) | $15,000 | Historic Holmes Twins Building First Phase Window Development Project | |
| Boothbay Sea and Science Center | ||||||||
| PO Box 332 | East Boothbay | ME | 045446043 | 455504690 | 501(c)(3) | $15,000 | Innovative Sea and Science Education | |
| Midcoast Community Alliance | ||||||||
| 4 Old Brunswick Rd | Bath | ME | 045304238 | 831115140 | 501(c)(3) | $15,000 | Compass Afterschool Program Expansion | |
| Bridgton Academy | ||||||||
| PO Box 292 | North Bridgton | ME | 04057 | 010221344 | 501(c)(3) | $15,000 | Bridgton Academy Water Bottle Filler Project | |
| Eastern Maine Healthcare Systems | ||||||||
| 447 N Main Street | Pittsfield | ME | 04967 | 010263628 | 501(c)(3) | $15,000 | Stereotactic Breast Biopsy: Improving Timeliness to Diagnosis and Saving Lives in Central Maine | Northern Light Sebasticook Valley Hospital |
| Charlotte Hobbs Memorial Library | ||||||||
| PO Box 105 | Lovell | ME | 040510105 | 016021794 | 501(c)(3) | $15,000 | Accessibility Improvements | |
| Courageous Steps Project | ||||||||
| PO Box 1 | Stillwater | ME | 04489 | 813477007 | 501(c)(3) | $18,500 | Green House Village BrightPath Project | |
| Bethel Historical Society | ||||||||
| PO Box 12 | Bethel | ME | 04217 | 010327007 | 501(c)(3) | $20,000 | Mason House 50-Year Campaign | |
| Center Theatre Inc | ||||||||
| 20 East Main Street | Dover Foxcroft | ME | 044261414 | 010520096 | 501(c)(3) | $20,000 | Center Theatre Structural Repairs | |
| Kennebunkport Historical Society | ||||||||
| PO Box 1173 | Kennebunkport | ME | 04046 | 016014288 | 501(c)(3) | $20,000 | The Nott House: Water Mitigation / Foundation Restoration | |
| Friends of Lincoln Park Inc | ||||||||
| 168 York St | Portland | ME | 041014547 | 463532216 | 501(c)(3) | $20,000 | Restoration of Lincoln Park Fence - Pearl Street Frontage, Phase 2 | |
| Count Me In | ||||||||
| 126 Western Ave STE 2 PMB 133 | Augusta | ME | 04330 | 853923137 | 501(c)(3) | $20,000 | District-Level Attendance Support | |
| Rangeley Friends of the Performing Arts Inc | ||||||||
| PO Box 333 | Rangeley | ME | 04970 | 010385416 | 501(c)(3) | $20,000 | New Theater Seating and Dance Mirrors for the RFA Lakeside Theater | |
| Penobscot Community Health Center | ||||||||
| PO Box 2100 | Bangor | ME | 04402 | 010514750 | 501(c)(3) | $20,000 | PCHC: Ensuring Access to Dental Care | |
| Damariscotta Montessori School | ||||||||
| 93 Center Street | Nobleboro | ME | 04555 | 200216368 | 501(c)(3) | $20,000 | Damariscotta Montessori Outdoor Play Structure Replacement Supporting Childhood Development and Critical Thinking through Play | |
| Maine Mathematics and Science Alliance | ||||||||
| 343 Water Street | Augusta | ME | 04330 | 223181644 | 501(c)(3) | $20,000 | Broadening Participation in Maine's Science & Engineering Fairs | |
| Whitefield Library | ||||||||
| PO Box 5 | Whitefield | ME | 04353 | 825446750 | 501(c)(3) | $20,000 | Whitefield Library Metal Roof Replacement | |
| Mount Desert Island Biological Laboratory | ||||||||
| 159 Old Bar Harbor Rd | Bar Harbor | ME | 04609 | 010202467 | 501(c)(3) | $20,005 | Stemming the Tide of PFAS Contamination in Coastal Watersheds | |
| North Yarmouth Academy | ||||||||
| 148 Main St | Yarmouth | ME | 040966712 | 010211536 | 501(c)(3) | $23,387 | A Comprehensive Emergency Management Communication System | |
| Lincoln Academy | ||||||||
| 81 Academy Hill | Newcastle | ME | 04553 | 010219126 | 501(c)(3) | $25,000 | Curriculum Development for Community-Based Applied Learning Program in Marine Industry at Lincoln Academy | |
| Thomas College | ||||||||
| 180 W River Rd | Waterville | ME | 049015066 | 010263385 | 501(c)(3) | $25,000 | MIDDLE LEVEL MATTERS: Teacher Education for Middle Level and Beyond | |
| Youth and Family Outreach | ||||||||
| 331 Cumberland Ave | Portland | ME | 04101 | 010374597 | 501(c)(3) | $25,000 | YFO Childcare and Housing Expansion Project | |
| Carrabassett Valley Academy | ||||||||
| 3197 Carrabassett Drive | Carrabassett Valley | ME | 049475705 | 010384633 | 501(c)(3) | $25,000 | Carrabassett Valley Academy High Performance Center | |
| Preble Street | ||||||||
| 55 Portland Street | Portland | ME | 041012921 | 010418917 | 501(c)(3) | $25,000 | Community Outreach, Network Navigation, Evidence-Based Care & Treatment | |
| Spirit Series Inc | ||||||||
| 91 Sea Spray Reach | Yarmouth | ME | 04096 | 203799463 | 501(c)(3) | $25,000 | SPIRIT SERIES Maine | |
| Eastern Maine Healthcare Systems | ||||||||
| 897 W Main St | Dover Foxcroft | ME | 04426 | 843689003 | 501(c)(3) | $25,000 | Maintaining Rural Access to Surgical Care at Mayo Hospital - Drager Fabius GS Anesthesia Machines | Northern Light Mayo Hospital |
| Friends of Bear Mountain Music Hall | ||||||||
| 229 Knights Hill Road | Bridgton | ME | 04009 | 874377333 | 501(c)(3) | $25,000 | Building Preservation | |
| Maine Maritime Museum | ||||||||
| 243 Washington Street | Bath | ME | 04530 | 010271477 | 501(c)(3) | $25,000 | Percy & Small Historic Shipyard Year-Round Orientation | |
| Bangor Historical Society | ||||||||
| 159 Union Street | Bangor | ME | 04401 | 010282853 | 501(c)(3) | $25,000 | Back Portico Restoration | |
| Readfield Union Meeting House Company | ||||||||
| PO Box 451 | Readfield | ME | 04355 | 010393119 | 501(c)(3) | $25,000 | Restoration of Readfield Union Meeting House Clock Tower, Belfry & Spire - Phase 1 | |
| Hand in Hand Mano en Mano | ||||||||
| 4 Maple St | Milbridge | ME | 04658 | 010836208 | 501(c)(3) | $25,000 | Rayitos de Sol Bilingual Childcare | |
| MUSEUM OF ART OF OGUNQUIT DBA OGUNQUIT MUSEUM OF AMERICAN ART | ||||||||
| PO Box 815 | Ogunquit | ME | 03907 | 016010628 | 501(c)(3) | $25,000 | Emergency Updates to OMAA's HVAC System | |
| North Yarmouth Historical Society | ||||||||
| 10 Village Square Rd | North Yarmouth | ME | 04097 | 016046644 | 501(c)(3) | $25,000 | An Updated, Functioning Kitchen for Community Use and Financial Sustainability in Restored Old Town House | |
| Trustees of Bloomfield Academy | ||||||||
| 9 Elm St | Skowhegan | ME | 049761201 | 010211488 | 501(c)(3) | $27,150 | Bloomfield Academy Window Restoration | |
| Bucksport Regional Health Center | ||||||||
| 110 Broadway | Bucksport | ME | 044164612 | 237335894 | 501(c)(3) | $30,000 | Enhancing Care Delivery in Rural Maine Communities | |
| Gateway Milbridge | ||||||||
| PO Box 62 | Milbridge | ME | 046580062 | 371793807 | 501(c)(3) | $30,000 | Digital Projection System and Theatre Screen for the Milbridge Theatre and Community Arts Center (MTCAC) | |
| Waterman's Community Center | ||||||||
| PO Box 526 | North Haven | ME | 04853 | 311562189 | 501(c)(3) | $30,000 | Theater Lighting Upgrades for Energy Savings | |
| Boys & Girls Clubs of Southern Maine | ||||||||
| 277 Cumberland Ave | Portland | ME | 04112 | 010211543 | 501(c)(3) | $34,000 | Summer Learning Loss Prevention, with a Focus on English Language Learners | |
| Children's Center - Early Intervention and Family Support | ||||||||
| 1 Alden Avenue | Augusta | ME | 04330 | 010275447 | 501(c)(3) | $35,000 | Providing a Safe Haven for Our Children - Children's Center Safety and Security Enhancements | |
| Rural Aspirations Project | ||||||||
| 197 Nickerson Road | Swanville | ME | 049150000 | 453854485 | 501(c)(3) | $35,000 | Washington County Youth Leadership Challenge (Implementation Year 1) | |
| Hurricane Island Foundation | ||||||||
| PO Box 1280 | Rockland | ME | 04841 | 263511908 | 501(c)(3) | $40,000 | Field Research Station Solar Energy Project | |
| Maine Mountain Children's House | ||||||||
| 36 Salem Street | Kingfield | ME | 04947 | 205306496 | 501(c)(3) | $40,000 | Maine Mountain Children's House Expansion Project - HVAC and ERV System | |
| Husson University | ||||||||
| 1 College Circle | Bangor | ME | 04401 | 010271210 | 501(c)(3) | $50,000 | Securing Husson's Campus to Create a Safer and Healthier Campus Environment and Community | |
| Mid-Coast Health Net DBA Knox County Health Clinic | ||||||||
| 22 White Street | Rockland | ME | 04841 | 010528885 | 501(c)(3) | $50,000 | Knox Clinic Community Health Center - Project Liftoff! | |
| President and Trustees of Bates College | ||||||||
| 2 Andrews Road | Lewiston | ME | 04240 | 010211781 | 501(c)(3) | $57,000 | Creating Multimedia Presentation and Practice Studios in the Peer Learning Commons, a Best-Practice Approach to Peer Academic Support | |
| Eastern Maine Healthcare Systems | ||||||||
| 931 Union St | Bangor | ME | 04401 | 830911574 | 501(c)(3) | $60,144 | Life-Saving Mechanical CPR Devices | Northern Light Medical Transport |
| Olympia Snowe Women's Leadership Institute | ||||||||
| One Monument Square Suite 502 | Portland | ME | 04101 | 461398374 | 501(c)(3) | $75,000 | Complementing the Olympia Snowe Women's Leadership Institute's My Values, My Voice, and My Vision Program | |
| University of Maine System Inc | ||||||||
| 15 Estabrook Dr | Orono | ME | 04469 | 016000769 | 501(c)(3) | $170,060 | University of Maine at Presque Isle: $75,060 - Increasing Student Access to Modern Clinical Instrumentation in the Medical Laboratory Technology Program. University of Maine at Fort Kent: $95,000 - Recovery High School Residential Hall Renovations | |
| Maine College of Art & Design | ||||||||
| 522 Congress St | Portland | ME | 04101 | 010378758 | 501(c)(3) | $100,000 | Maine College of Art & Design Animation & Game Art Expansion Phase I | |
| STEM Coliseum and Learning Center | ||||||||
| 4 Stillwood Road | FALMOUTH | ME | 041052635 | 990460138 | 501(c)(3) | $100,000 | Expansion of STEM-Mechatronics Professional Educator Development and Youth Experiential Curriculum with Dedicated Collaborative Workspace | |
| American Red Cross of Northern New England | ||||||||
| 2401 Congress Street | Portland | ME | 04102 | 530196605 | 501(c)(3) | $100,000 | Sleeves Up, Hearts Open, All In: Modernizing Red Cross Service Delivery in Maine | |
| Woodfords Family Services | ||||||||
| 15 Saunders Way Ste 900 | Westbrook | ME | 040924836 | 010278395 | 501(c)(3) | $150,000 | Woodfords' Central Maine Community Service Hub Renovation | |
| Lifeflight Foundation | ||||||||
| PO Box 859 | Augusta | ME | 04332 | 522377085 | 501(c)(3) | $150,000 | LifeFlight of Maine: Enhancing Access to Critical Care through Avionic Technology | |
| Great Schools Partnership Inc | ||||||||
| 482 Congress St Ste 500 | Portland | ME | 041013484 | 263834610 | 501(c)(3) | $161,756 | Boosting Student Learning & Educator Opportunity: A Maine Opportunity Culture Network | |
| Northeastern University | ||||||||
| 360 Huntington Avenue | Boston | MA | 02115 | 041679980 | 501(c)(3) | $252,188 | MaineSeq: Bridging Education, Partnerships, and Translation with Omics | |
| Sweetser | ||||||||
| 50 Moody Street | Saco | ME | 04072 | 010211807 | 501(c)(3) | $400,000 | PATHS (Prevention, Assessment, Treatment form Healthy Students) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 92 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The Organization requires a completion report after one year. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yvonne B Mumme | PersonNm |
| Title | Chief Finance and Administrative Officer | TitleTxt |
| Base Compensation Filing Org | $56,783 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $3,975 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $5,520 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $66,278 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I | FormAndLineReferenceDesc |
| Explanation | See Form 990 Part VII, Line 5: Yvonne Mumme, Chief Finance and Administrative Officer for the Organization, receives compensation from Davis Educational Foundation, an unrelated organization, for services rendered to the filing organization. Yvonne's unrelated organization compensation was as follows: Salary - $56,783 and Benefits $5,520. These amounts are included in the amounts listed on Part II. A retirement contribution of $3,975 was paid by the Organization. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $259,130 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Stock Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | Trustees Rebekah Bucci, David Bucci, and Colleen Bucci Liddy have a family relationship. |
| Form 990, Part VI, Section A, Line 8b | There are no committees with the authority to act on behalf of the governing body. |
| Form 990, Part VI, Section B, Line 11b | Prior to filing, the chief finance and administrative officer (CFAO) reviews the 990 in detail, comparing it to the foundation's financial statements and other records for accuracy, and comparing it to the prior year filing to make sure any large variances or changes to responses are accurate. Any questions or concerns are resolved with the independent CPA firm who reviewed the return. The CFAO provides a copy of the final draft to the board chair, highlighting any unusual items or changes from prior years. The board chair reviews the final draft just prior to filing to ensure responses are consistent with financial reporting, governance practices and activities of the foundation, resolving any questions with the CFAO. Additionally, the return is provided to the entire board prior to filing. |
| Form 990, Part VI, Section B, Line 12c | Possible conflicts of interest are discussed by the trustees and staff at each regularly scheduled meeting. Where a potential conflict does exist, the trustees will disclose to the board and the disclosure will be noted in the minutes. If a real conflict exists, the trustee will abstain from voting and this action will be disclosed in the minutes. |
| Form 990, Part VI, Section C, Line 19 | The Organization makes its governing documents and conflict of interest policy available to the public upon request. The Organization publishes its financial statements in its annual report which is available to the public on its website. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MaineHealth dba Maine Medical Center | ||||||||||
| 22 Bramhall St | Portland | ME | 04102 | 010238552 | Acute Care Hospital | ME | 501(c)(3) | Line 3 | N/A | 0 |
| PORTLAND MAINE SYMPHONY ORCHESTRA | ||||||||||
| 85 Exchange St 4th Fl | PORTLAND | ME | 04101 | 016006058 | SYMPHONY ORCHESTRA | ME | 501(c)(3) | Line 7 | N/A | 0 |
| UNIVERSITY OF NEW ENGLAND | ||||||||||
| 11 HILLS BEACH RD | BIDDEFORD | ME | 04005 | 010211810 | UNIVERSITY | ME | 501(c)(3) | Line 2 | N/A | 0 |
| PORTLAND MUSEUM OF ART | ||||||||||
| 7 CONGRESS SQUARE | PORTLAND | ME | 04101 | 010378420 | EDUCATIONAL MUSEUM | ME | 501(c)(3) | Line 7 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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