ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC (EIN 31-1535223)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201501329349100130
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T12:51:16-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN GOLODNY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 EAST 40TH STREET FLR 15 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311535223 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BAUMAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT P BAUMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAUM | BusinessNameControlTxt |
| Phone | 7722250403 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720 SE HARBOR CIRCLE | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT BAUMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7722250403 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN GOLODNY | PreparerPersonNm |
| PTIN | P00059037 | PTIN |
| Phone | 2122217067 | PhoneNum |
| Preparation | 2015-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,101,988 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $198 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $198 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $198 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $290,726 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $290,726 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $290,726 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $7,503 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $7,503 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $7,503 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$27,351 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $516,922 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,366,377 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,360 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,250 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,250 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $4,250 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $819,599 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $311,037 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $302,677 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $160,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $375 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $375 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $375 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $69,030 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,030 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $69,030 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,825 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,825 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $5,825 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $17,458 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $18,019 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $18,019 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $17,553 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,553 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $17,553 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $275,241 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110,802 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $110,802 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $747,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $747,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,022,741 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110,802 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $110,802 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $747,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$203,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $200,235 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $191,875 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,660,150 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $920,290 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $920,290 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,253,760 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,799,425 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,566,011 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $712,277 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $96,590 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $633,145 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $615,687 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $615,687 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,547,055 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,335,402 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,101,988 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,547,055 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,335,402 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,547,055 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,335,402 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,547,055 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$203,142 | ExcessRevenueOverExpensesAmt |
| Other Increases | $155 | OtherIncreasesAmt |
| Subtotal | $8,344,068 | SubtotalAmt |
| Other Decreases | $8,666 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,335,402 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $8,360 | GrossSalesPriceAmt |
| Gain Or Loss | $8,360 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,360 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,360 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $718,499 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,389,939 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049931 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $650,239 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,642,374 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051433 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $560,295 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,420,857 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045109 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $559,350 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,296,888 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045487 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $454,410 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,612,594 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039131 | DistributionYr5Rt |
| Total Distribution | 0.231091 | TotalDistributionRt |
| Average Distribution | 0.046218 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,705,180 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $725,862 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,002 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $727,864 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $747,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,002 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,002 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,002 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,498 | OverpaymentAmt |
| Applied To ES Tax | $1,498 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT P BAUMAN | IndividualWithBooksNm |
| Phone | 7722250403 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720 SE HARBOR CIRCLE | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT BAUMAN | ||||||||
| 6720 SE HARBOR CIRCLE | STUART | FL | 34996 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JOHN BAUMAN | ||||||||
| 22 FOXBORO POINT | ESSEX | CT | 06426 | DIRECTOR | 8.00 | $80,000 | $0 | $0 |
| ELIZABETH H BAUMAN | ||||||||
| 6 DOLLOFF FARM ROAD | EXETER | NH | 03833 | DIRECTOR | 8.00 | $80,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OHIO WESLEYAN UNIVERSITY61 S SANDUSKY STDELAWARE, OH 43105 | Description1Txt |
| Expenses1 | $170,000 | Expenses1Amt |
| Description2 | FRIENDS OF KAREN, INC.118 TITICUS ROADNORTH SALEM, NY 10560 | Description2Txt |
| Expenses2 | $40,000 | Expenses2Amt |
| Description3 | DANA FARBER CANCER INSTITUTE10 BROOKLINE PLACE WESTBROOKLINE, MA 0245 | Description3Txt |
| Expenses3 | $25,000 | Expenses3Amt |
| Description4 | HOSPICE OF SOUTHERN MAINE901 WASHINGTON AVE, STE 104PORTLAND, ME 04103 | Description4Txt |
| Expenses4 | $25,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,774,483 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,554,175 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $615,687 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,944,345 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,944,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $239,165 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,705,180 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $785,259 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $785,259 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,002 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,002 | TotalTaxAmt |
| Distributable Before Adj | $783,257 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $783,257 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $783,257 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $747,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $747,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,002 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $745,498 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $783,257 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $4,873 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,642 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,404 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,919 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $747,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $747,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $29,919 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $29,919 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,838 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT BAUMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT P BAUMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720 SE HARBOR CIRCLE | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7722254118 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN INDEPENDENCE MUSEUM-EXETER | ||||||||
| 1 GOVERNORS LANE | EXETER | NH | 03833 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $5,000 | |
| AMERICAN RED CROSS | ||||||||
| 158 BROOKLAWN AVENUE | BRIDGEPORT | CT | 06604 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $5,000 | |
| BIDDEFORD FREE CLINIC | ||||||||
| 189 ALFRED STREET | BIDDEFORD | ME | 04005 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $2,000 | |
| BIG BROTHERSBIG SISTERS OF THE GREATER SEACOAST | ||||||||
| 4 GREENLEAF WOODS | PORTSMOUTH | NH | 03801 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 | |
| BRICK STORE MUSEUM HERITAGE FUND | ||||||||
| 117 MAIN STREET | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE - HISTORICAL SERVICES | $1,000 | |
| CAMP SUNSHINE AT SEBAGO LAKE INC | ||||||||
| 35 ACADIA ROAD | CASCO | ME | 04015 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $2,000 | |
| CHARCOT MARIE TOOTH ASSOCIATION | ||||||||
| 2700 CHESTNUT STREET | CHESTER | PA | 19013 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $10,000 | |
| CHILDRENS DYSLEXIA CENTER OF THE SEACOAST | ||||||||
| 29 HANSEN STREET | ROCHESTER | NH | 03868 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $2,000 | |
| CHILDREN'S MUSUEM OF THE TREASURE COAST | ||||||||
| 1706 NE INDIAN RIVER DRIVE | JENSEN BEACH | FL | 34957 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $2,000 | |
| COASTAL MAINE BOTANICAL GARDEN | ||||||||
| PO BOX 234 | BOOTHBAY | ME | 04537 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $1,000 | |
| COMMUNITY BIKE CENTER | ||||||||
| 284 HILL STREET | BIDDEFORD | ME | 04005 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 | |
| COMMUNITY CENTERS INC | ||||||||
| 61 E PUTNAM AVE | GREENWICH | CT | 06830 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $500 | |
| COMMUNITY MUSIC SCHOOL | ||||||||
| 90 MAIN STREET | ESSEX | CT | 06426 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $20,000 | |
| CONNECTICUT RIVER MUSEUM | ||||||||
| 67 MAIN STREET | ESSEX | CT | 06426 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $5,000 | |
| COOPERATIVE MIDDLE SCHOOL PARENT TEACHER ORGANIZATION | ||||||||
| 100 ACADEMY WAY | STRATHAM | NH | 03885 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $10,000 | |
| CSGA CO THE FIRST TEE CT | ||||||||
| 35 COLD SPRING ROAD 212 | ROCKY HILL | CT | 06067 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $2,000 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $25,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $1,000 | |
| EASTER SEALS | ||||||||
| 555 AUBURN STREET | MANCHESTER | NH | 03103 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $2,000 | |
| EASTER SEALS | ||||||||
| 213 S CONGRESS AVENUE | WEST PALM BEACH | FL | 34994 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $3,000 | |
| ELLIOTT MUSEUM | ||||||||
| 2400 SE FEDERAL HIGHWAY SUITE 220 | STUART | FL | 34994 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $5,000 | |
| ENVIRONMENTAL STUDY CENTER | ||||||||
| 2900 NE INDIAN RIVER DRIVE | JENSEN BEACH | FL | 34957 | NONE | EXEMPT | CHARITABLE - ENVIRONMENTAL SERVICES | $5,000 | |
| ESSEX ELEMENTARY SCHOOL | ||||||||
| 12 STORY STREET | ESSEX | MA | 01929 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $1,000 | |
| ESSEX LIBRARY | ||||||||
| 33 WEST AVENUE | ESSEX | CT | 06426 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $1,000 | |
| EXETER HOSPITAL | ||||||||
| 5 ALUMNI DRIVE | EXETER | NH | 03833 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $5,000 | |
| FAIRFIELD UNIVERSITY | ||||||||
| NORTH BENSON RD | FAIRFIELD | CT | 06824 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $2,000 | |
| FAMILIES FIRST HEALTH & SUPPORT CENTER | ||||||||
| 100 CAMPUS DRIVE SUITE 12 | PORTSMOUTH | NH | 03801 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $10,000 | |
| FARMSTEAD OF NEW ENGLAND INC | ||||||||
| 213 CENTER ROAD | HILLSBOROUGH | NH | 03244 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $15,000 | |
| FIRST TEE OF MAINE INVITATIONAL | ||||||||
| 58 VAL HALLA ROAD | CUMBERLAND | ME | 04021 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $17,500 | |
| FLORIDA OCEANOGRAPHIC SOCIETY | ||||||||
| 890 NE OCEAN BLVD | STUART | FL | 34996 | NONE | EXEMPT | CHARITABLE - ENVIRONMENTAL SERVICES | $2,000 | |
| FRIENDS OF COCOONS DAY SCHOOL | ||||||||
| 35 HEATH ROAD | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $3,000 | |
| FRIENDS OF KAREN INC | ||||||||
| 118 TITICUS ROAD | NORTH SALEM | NY | 10560 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $40,000 | |
| FRIENDS OF THE LYRIC INC | ||||||||
| 59 SW FLAGLER | STUART | FL | 34994 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $10,000 | |
| GRACE PRESBYTERIAN CHURCH | ||||||||
| 1875 NW BRITT ROAD | STUART | FL | 34994 | NONE | EXEMPT | CHARITABLE - RELIGIOUS | $10,000 | |
| GULF OF MAINE RESEARCH INSTITUTE | ||||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $1,000 | |
| HABITAT FOR HUMANITY - YORK COUNTY | ||||||||
| PO BOX 267 | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 | |
| HEARING RESEARCH INSTITUTE INC | ||||||||
| 7000 SW 62ND AVE | SOUTH MIAMI | FL | 33143 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $2,000 | |
| HIGH HOPES | ||||||||
| 36 TOWN WOODS ROAD | LYME | CT | 06371 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICE | $1,000 | |
| HOMEHEALTH VISITING NURSES OF SOUTHERN MAINE | ||||||||
| 15 INDUSTRIAL PARK ROAD | SACO | ME | 04072 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $1,000 | |
| HORIZONS AT GREEN FARMS ACADEMY | ||||||||
| 35 BEACHSIDE AVENUE PO BOX 998 | GREEN FARMS | CT | 06838 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $1,000 | |
| HOSPICE OF SOUTHERN MAINE | ||||||||
| 901 WASHINGTON AVE STE 104 | PORTLAND | ME | 04103 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $25,000 | |
| IVORYTON PLAYHOUSE | ||||||||
| PO BOX 458 | IVORYTON | CT | 06442 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $5,000 | |
| JENSEN BEACH COMMUNITY PLAYGROUND | ||||||||
| 2525 NE SAVANNAH RD | JENSEN BEACH | FL | 34957 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 | |
| K9'S FOR WARRIORS | ||||||||
| 260 S ROSCOE BLVD | PONTE VEDRA | FL | 32082 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $1,000 | |
| KBIA | ||||||||
| PO BOX 707 | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE - ENVIRONMENTAL SERVICES | $10,000 | |
| KENNEBUNK DEVELOPMENT CORPORATION - WATERHOUSE HOUSE | ||||||||
| 1 SUMMER ST | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $15,000 | |
| KENNEBUNK EDUCATION FOUNDATION | ||||||||
| PO BOX 1531 | KENNEBUNKPORT | ME | 04046 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $10,000 | |
| KENNEBUNKPORT CONSERVATION TRUST | ||||||||
| PO BOX 7004 | CAPE PORPOISE | ME | 04014 | NONE | EXEMPT | CHARITABLE - ENVIRONMENTAL SERVICES | $1,000 | |
| LADY OF SORROWS CATHOLIC CHURCH | ||||||||
| 14 PROSPECT STREET | ESSEX | CT | 06426 | NONE | EXEMPT | CHARITABLE - RELIGIOUS | $2,000 | |
| LAUDHOLM TRUST | ||||||||
| LAUDHOLM FARM ROAD | WELLS | ME | 04090 | NONE | EXEMPT | CHARITABLE - ENVIRONMENTAL SERVICES | $1,000 | |
| LAURI STRAUSS LEUKEMIA FOUNDATION | ||||||||
| 130 SHORE ROAD 114 | PORT WASHINGTON | NY | 11050 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $1,000 | |
| LIBRARY FOUNDATION OF MARTIN COUNTY | ||||||||
| 2351 SE MONTERRY ROAD | STUART | FL | 34996 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $2,000 | |
| LYME RESEARCH ALLIANCE | ||||||||
| 2001 W MAIN ST 280 | LYME | CT | 06371 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 | |
| MAINE GOLF FOUNDATION | ||||||||
| 58 VAL HALLA ROAD | CUMBERLAND | ME | 04021 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 | |
| MAINE MEDICAL CENTER | ||||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 04102 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $5,000 | |
| MAINE RIVERS - MKRA | ||||||||
| PO BOX 782 | YARMOUTH | ME | 04096 | NONE | EXEMPT | CHARITABLE - ENVIRONMENTAL SERVICES | $3,000 | |
| MARTIN HEALTH FOUNDATION | ||||||||
| PO BOX 9010 | STUART | FL | 34995 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 | |
| MASSACHUSETTS EYE AND EAR INFIRMARY | ||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $5,000 | |
| MASSACHUSETTS EYE AND EAR INFIRMARY | ||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $5,000 | |
| MGA-MGA FOUNDATION | ||||||||
| 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $2,000 | |
| MILLER CENTER FOUNDATION | ||||||||
| 2201 OLD IVY ROAD | CHARLOTTESVILLE | VA | 22903 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $2,000 | |
| MOLLY'S HOUSE | ||||||||
| 430 SE OSCEOLA STREET | STUART | FL | 34994 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $1,500 | |
| MS CURE FUND | ||||||||
| 20 PARK PLAZA STE 400 | BOSTON | MA | 02116 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $1,000 | |
| NEW ENGLAND BAPTIST HOSPITAL | ||||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $10,000 | |
| NEW ENGLAND ELECTRICAL RAILWAY HISTORICAL SOCIETY | ||||||||
| PO BOX A | KENNEBUNKPORT | ME | 04046 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $1,000 | |
| NEW OUTLOOK TEEN CENTER | ||||||||
| 120 FRONT STREET PO BOX 863 | EXETER | NH | 03833 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 | |
| OHIO WESLEYAN UNIVERSITY | ||||||||
| 61 S SANDUSKY ST | DELAWARE | OH | 43105 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $170,000 | |
| OPERATION SMILE FOUNDATION | ||||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $500 | |
| PALEY FOUNDATION INC | ||||||||
| 1551 NO FLAGLER DR SUITE 1005 | WEST PALM BEACH | FL | 33401 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $5,000 | |
| PHI GAMMA DELTA | ||||||||
| PO BOX 4599 | LEXINGTON | KY | 40544 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $1,000 | |
| PROCTOR ACADEMY | ||||||||
| PO BOX 389 | ANDOVER | NH | 03216 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $5,000 | |
| REGION FOUR FOUNDATION | ||||||||
| 256 KELSEY HILL ROAD | DEEP RIVER | CT | 06417 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $5,000 | |
| RIPPLEEFFECT CAMP | ||||||||
| PO BOX 441 2 FISH PIER | PORTLAND | ME | 04112 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $500 | |
| ROCKINGHAM NUTRITION & MEALS ON WHEELS | ||||||||
| 106 NORTH ROAD | BRENTOWOOD | NH | 03833 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $4,000 | |
| SAFE SPACE | ||||||||
| 632 SE MONTEREY ROAD | STUART | FL | 34994 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $1,000 | |
| SAILFISH POINT FOUNDATION | ||||||||
| 2201 SE SAILFISH POINT BLVD | STUART | FL | 34996 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $2,000 | |
| SAINT ANNE'S CHURCH | ||||||||
| PO BOX 44 | KENNEBUNKPORT | ME | 04046 | NONE | EXEMPT | CHARITABLE - RELIGIOUS | $2,000 | |
| SEACOAST FAMILY PROMISE | ||||||||
| PO BOX 233 | STRATHAM | NH | 03885 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $25,000 | |
| SEACOAST INTERFAITH HOSPITALITY NETWORK | ||||||||
| PO BOX 233 | STRATHAM | NH | 03885 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $10,000 | |
| SENIOR CENTER AT LOWER VILLAGE | ||||||||
| 175 PORT ROAD | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $2,000 | |
| SIMPLY SHARING | ||||||||
| 17 CLARK LANE | ESSEX | CT | 06426 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $2,000 | |
| SISTER CITIES ESSEX HAITI | ||||||||
| PO BOX 26 | ESSEX | CT | 06426 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $1,000 | |
| SMMC | ||||||||
| PO BOX 626 | BIDDEFORD | ME | 04005 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $25,000 | |
| SOCIETY OF CRITICAL CARE MEDICINE | ||||||||
| 500 MIDWAY DRIVE | MT PROSPECT | IL | 60056 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $2,000 | |
| SOCIETY OF ST VINCENT DE PAUL EXETER | ||||||||
| 53 LINCOLN ST | EXETER | NH | 03833 | NONE | EXEMPT | CHARITABLE - RELIGIOUS | $5,000 | |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $5,000 | |
| THE BEYOND THE RAINBOW FUND | ||||||||
| 5 ALUMNI DRIVE | EXETER | NH | 03833 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $3,000 | |
| THE SHORE LINE SOUP KITCHENS & PANTRIES | ||||||||
| PO BOX 804 | ESSEX | CT | 06426 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $1,000 | |
| TOMMY MCNAMARA CHARITABLE FOUNDATION | ||||||||
| 234 CAUSEWAY ST 1107 | BOSTON | MA | 02114 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 | |
| TOYS FOR TOTS OF SACO MAINE | ||||||||
| PO BOX 235 | SACO | ME | 04072 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $1,000 | |
| TREASURE COAST HOSPICE | ||||||||
| 1201 SE INDIAN STREET | STUART | FL | 34997 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $3,000 | |
| TRINITY CHAPEL | ||||||||
| WOODLAND AVE | KENNEBUNK BEACH | ME | 04043 | NONE | EXEMPT | CHARITABLE - RELIGIOUS | $12,000 | |
| TRUSTEES OF PHILIPS EXETER ACADEMY | ||||||||
| 20 MAINE ST | EXETER | NH | 03833 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $20,000 | |
| TUESDAY'S CHILDREN | ||||||||
| 390 PLANDOME ROAD | MANHASSETT | NY | 10030 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $2,000 | |
| UNITED WAY OF MARTIN COUNTY | ||||||||
| PO BOX 362 | STUART | FL | 34995 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 | |
| UNITED WAY OF YORK COUNTY | ||||||||
| LEADERSHIP CIRCLE OF GIVING PO BOX | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 | 727 |
| UNIVERSITY SCHOOL | ||||||||
| 2785 SOM CENTER RD | HUNTING VALLEY | OH | 44022 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $1,000 | |
| VISITING NURSES OF THE LOWER VALLEY INC | ||||||||
| 61 MAIN STREET SUITE 5 | CENTERBROOK | CT | 06409 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $1,000 | |
| WEBHANNET CHARITABLE FOUNDATION | ||||||||
| 20 ANNIES WAY | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | EXEMPT | CHARITABLE - ENVIRONMENTAL SERVICES | $1,000 | |
| YMCA CAMP LINCOLN SOUTHERN DISTRICT | ||||||||
| PO BOX 521 | EXETER | NH | 03833 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $15,000 | |
| YNH CHILDREN'S HOSPITAL | ||||||||
| 1 PARK STREET | NEW HAVEN | CT | 06510 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $747,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $198 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $290,726 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | -$27,351 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,250 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $516,922 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $784,745 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $784,745 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STEVEN GOLODNY CPA PC - TAX PREP | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| LAND | 2009-09-04 | $69,907 | L | $0 | $0 | $0 | ||
| BUILDING | 2009-09-04 | $629,163 | SL | $16,132 | $16,132 | $16,132 | $69,240 | 39.000000000000 |
| OIL BURNER | 2009-12-03 | $13,207 | 200DB | $1,326 | $1,887 | $1,887 | $9,892 | 7.000000000000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | AcquiredAcquiredDt | BasisBasisAmt |
|---|---|---|---|---|---|---|---|
| ISHARES S&P GSCI- S/T CAPITAL LOSS K-1 | PURCHASED | 2014-12 | $2 | $0 | $2 | ||
| ISHARES S&P GSCI- L/T CAPITAL LOSS K-1 | PURCHASED | 2014-06 | $7,062 | $0 | $7,062 | 1950-01 | |
| WELLS FARGO #7500 | PURCHASED | 2014-03 | $1,350,953 | $0 | $501,498 | 1950-01 | $849,455 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $6,799,425 | EOYBookValueAmt |
| EOYFMV | $14,566,011 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $69,907 | $0 | $69,907 |
| BUILDING | $629,163 | $85,372 | $543,791 |
| OIL BURNER | $13,207 | $11,218 | $1,989 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSES | CategoryTxt |
| Legal Fees | $375 | LegalFeesAmt |
| Net Investment Income | $375 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $375 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF SECURITY DEPOSIT - HEARTWOOD | $3,068 |
| FEDERAL ESTIMATED TAX PAID IN 2014 | $2,827 |
| PASSTHROUGH AMOUNTS FROM K-1 NOT INCLUDED IN FUND BALANCE | $2,771 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WELLS FARGO - ADR FEES | $70 | $70 | $70 | $0 |
| PORTFOLIO DEDUCTIONS-ISHARES S&P K-1 | $462 | $462 | $462 | $0 |
| INSURANCE | $10,851 | $10,851 | $10,851 | $0 |
| REPAIRS & MAINTENANCE | $4,429 | $4,429 | $4,429 | $0 |
| UTILITIES | $1,738 | $1,738 | $1,738 | $0 |
| BANK FEES | $3 | $3 | $3 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ISHARES S&P GSCI COMMODITY-INDEXED TRUST K-1 | Desc |
| Revenue And Expenses Per Books | $4,250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,250 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF SECURITY DEPOSIT | Desc |
| Amt | $155 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELLS FARGO INVESTMENT MGMT FEE | CategoryTxt |
| Amt | $69,030 | Amt |
| Net Investment Income | $69,030 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $69,030 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $5,825 | Amt |
| Net Investment Income | $5,825 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,825 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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