Coulombe Family Foundation: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- Coulombe Family Foundation (EIN 46-1469375)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-29
- IRS object ID
- 201503029349100755
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-29T10:19:51-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | PO Box 1100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041041100 | 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 | 461469375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Coulombe Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COUL | BusinessNameControlTxt |
| Phone | 2072287168 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 9729 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J Colby Wallace | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 2072287168 | PhoneNum |
| Signature | 2015-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara J McGuan CPA | PreparerPersonNm |
| PTIN | P00219457 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2015-10-05 | 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 | $10,269,263 | 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 |
| Dividends Rev And Expnss | $222,395 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $222,395 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,719 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,413,421 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,682 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,029 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $219,358 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $226,424 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $26,987 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,494 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,494 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,762 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,381 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,381 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,744 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,494 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,512 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,395 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,117 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $744 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $744 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,749 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,764 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,986 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $480,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $480,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $568,749 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,764 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $502,986 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$349,391 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $160,660 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $84,990 | CashBOYAmt |
| Cash EOY | $63,766 | CashEOYAmt |
| Cash EOYFMV | $63,766 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $198,132 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,824 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,824 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,834,710 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,632,851 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,133,673 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,117,832 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,768,441 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,269,263 | 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 | $10,117,832 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,768,441 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,117,832 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,768,441 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,117,832 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,768,441 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,117,832 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$349,391 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,768,441 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,768,441 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Traded Securities | $2,072,953 | $2,112,290 | -$39,337 | -$39,337 | |
| Publicly Traded Securities | $1,063,541 | $1,097,841 | -$34,300 | -$34,300 | |
| Publicly Traded Securities | $274,534 | $320,598 | -$46,064 | -$46,064 | |
| Capital Gains from Passthrough | $108,589 | $108,589 | |||
| Capital Gains Dividends | $2,393 | $2,393 | $2,393 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,719 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,994 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,926,041 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.002921 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,405,685 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.002921 | TotalDistributionRt |
| Average Distribution | 0.001461 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,493,438 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,331 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,607 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,938 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $502,986 | 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 | $1,607 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,607 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,607 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,762 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,300 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,062 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,455 | OverpaymentAmt |
| Applied To ES Tax | $4,455 | 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 | coulombefamilyfoundation.org | WebsiteAddressTxt |
| Individual With Books | David Erb | IndividualWithBooksNm |
| Phone | 2077752387 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04104 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Michelle Coulombe-Hagerty | ||||||||
| PO Box 9729 | Portland | ME | 04101 | President | 1.00 | $0 | $0 | $0 |
| Paul Coulombe | ||||||||
| PO Box 9729 | Portland | ME | 04101 | Vice President | 1.00 | $0 | $0 | $0 |
| Geoff Alexander | ||||||||
| PO Box 9729 | Portland | ME | 04101 | Director | 1.00 | $0 | $0 | $0 |
| David A Erb | ||||||||
| PO Box 9729 | Portland | ME | 04101 | Treasurer | 1.00 | $0 | $0 | $0 |
| Colby Wallace | ||||||||
| PO Box 9729 | Portland | ME | 04101 | Secretary | 1.00 | $0 | $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 |
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 | $10,348,555 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $304,682 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,653,237 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,653,237 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $159,799 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,493,438 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $524,672 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $524,672 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,607 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,607 | TotalTaxAmt |
| Distributable Before Adj | $523,065 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $523,065 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $523,065 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $502,986 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $502,986 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,607 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $501,379 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $523,065 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $465,923 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $502,986 | QualifyingDistributionsAmt |
| Applied To Year1 | $465,923 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,063 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $486,002 | 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 | Michelle Coulombe-Hagerty | ContributingManagerNm |
| Contributing Manager | Paul Coulombe | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Colby Wallace | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 9729 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2072287168 | RecipientPhoneNum |
| Recipient Email Address | cwallace@bernsteinshur.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Applications must be submitted on the standard form provided on the Foundation's website and must be executed by a duly authorized representative of the applicant organization. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | September 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| The Arc of Shelby County | |||||||
| 203 Amphitheater Road | Pelham | AL | 35124 | None | PC | Computer Lab and Autism Diagnostic Clinic | $15,000 |
| ARISE Schools | |||||||
| 3820 St Claude Avenue | New Orleans | LA | 70117 | None | PC | Playground and Uniforms | $20,000 |
| Austin Habitat for Humanity | |||||||
| 300 Comal Street Suite 100 | Austin | TX | 78702 | None | PC | Operational Support for Affordable Homeownership, Home Repair, Housing Counseling, and Restore Programs | $10,000 |
| Be an Angel Fund | |||||||
| 2003 Aldine Bender | Houston | TX | 77032 | None | PC | 5 New Families to the Alternatives Angels Program | $15,000 |
| Big Brothers Big Sisters Southern Maine | |||||||
| 195 Lancaster Street | Portland | ME | 04101 | None | PC | Operational Support | $25,000 |
| Character Under Construction | |||||||
| 346 Gulf Road | Key Biscayne | FL | 33149 | None | PC | Cloud 9 World Character Education Program | $15,000 |
| CHARLEE of Dade County | |||||||
| 155 South Miami Avenue Suite 700 | Miami | FL | 33172 | None | PC | Operational Support | $10,000 |
| Children's Home Society of Florida | |||||||
| 650 10th Street | Vero Beach | FL | 32960 | None | PC | Operational Support | $15,000 |
| The Children's Shelter | |||||||
| 2939 W Woodlawn Ave | San Antonio | TX | 78228 | None | PC | Children's Hope Center | $10,000 |
| Christel House International | |||||||
| 10 W Market Street Suite 1990 | Indianapolis | IN | 46204 | None | PC | Nutrition Funding and Meals to Impoverished Students | $15,000 |
| Computers for Kids | |||||||
| PO Box 1989 | Carbondale | CO | 81623 | None | PC | I am Financial Knowledge Program | $5,000 |
| Courage League Sports | |||||||
| 4405 121st Street | Urbandale | IA | 50323 | None | PC | Operational Support | $15,000 |
| Covenant Soup Kitchen | |||||||
| 220 Valley Street | Willimantic | CT | 06226 | None | PC | Operational Support | $5,000 |
| Dreams for Kids | |||||||
| 820 W Jackson Blvd Ste 805 | Chicago | IL | 60607 | None | PC | Extreme Recess Program | $10,000 |
| East Palo Alto Boxing Club | |||||||
| 2528 Pulgas Ave | East Palo Alto | CA | 94303 | None | PC | Technical Instructors | $5,000 |
| The Family Place | |||||||
| 244 Tenth Street East | St Paul | MN | 55101 | None | PC | Going Home Program | $10,000 |
| Global Solace Inc | |||||||
| 20530 Beallsville Road | Beallsville | MD | 20839 | None | PC | Solar Electrical System for a School in Tanzania | $10,000 |
| Grahamtastic Connection | |||||||
| 21 Bradeen Street Suite 107 | Springvale | ME | 04083 | None | PC | Computers and Internet Access to Ill Children for Educational Purposes | $15,000 |
| GROW in Illinois | |||||||
| PO Box 3667 | Champaign | IL | 61826 | None | PC | Operational Support | $15,000 |
| HALOS Charleston | |||||||
| 3366 Rivers Ave | North Charleston | SC | 29415 | None | PC | Kinship Care Program | $25,000 |
| Helping Orphans Prosper Everywhere | |||||||
| 5310 Old Court Rd Suite 301 | Randallstown | MD | 21133 | None | PC | Operational Support | $10,000 |
| Hospice Angels Foundation | |||||||
| 401 Center Avenue Suite 150 | Bay City | MI | 48708 | None | PC | Project GG | $5,000 |
| The Ihangane Project | |||||||
| 206 Santa Clara Avenue | Aptos | CA | 95003 | None | PC | Local Production of Fortified Porridge | $15,000 |
| Jewish Big Brothers Big Sisters LA | |||||||
| 6505 Wilshire Blvd Sixth Floor | Los Angeles | CA | 90048 | None | PC | Attendance of Low-Income Children from Los Angeles to Camp Max Straus | $10,000 |
| KidSafe Foundation | |||||||
| 5944 Coral Ridge drive 241 | Coral Springs | FL | 33076 | None | PC | Child Sexual Abuse Prevention Programs for Title One Elementary Schools | $10,000 |
| My Place Teen Center | |||||||
| 755 Main Street | Westbrook | ME | 04092 | None | PC | Operational Support | $10,000 |
| No Kid Hungry (Share Our Strength) | |||||||
| 1020 15th Street NW Suite 1100 W | Washington | DC | 20005 | None | PC | Operational Support | $10,000 |
| Northwest Assistance Ministries | |||||||
| 15555 Kuykendahl Road | Houston | TX | 77090 | None | PC | Operational Support | $10,000 |
| Philip's Education Partners | |||||||
| 342 Central Avenue | Newark | NJ | 07103 | None | PC | Operational Support | $10,000 |
| Project Reflect | |||||||
| 730 Neelys Bend | Madison | TN | 37115 | None | PC | Operational Support | $5,000 |
| Rachel's Table (Jewish Federation of Central Massachusetts) | |||||||
| 633 Salisbury St | Worcester | MA | 01609 | None | PC | Children's Milk Fund | $10,000 |
| St Jude Missionary Baptist Church | |||||||
| 1001 NW 92nd | Oklahoma City | OK | 73114 | None | PC | Child Care Center Project | $10,000 |
| Save a Mind Foundation | |||||||
| One Belmont Avenue Suite 602 | Bala Cynwyd | PA | 19004 | None | PC | Win/Win Program | $5,000 |
| Southwest Community Services | |||||||
| 6775 Prosperi Drive | Tinley Park | IL | 60477 | None | PC | Operational Support | $10,000 |
| Team Torque Martial Arts | |||||||
| 1680 Alex Drive PO Box 944 | Wilmington | OH | 45177 | None | PC | Operational Support | $10,000 |
| Trees New York | |||||||
| 51 Chambers Street Suite 1412A | New York | NY | 10007 | None | PC | Youth Environmental Literacy Programs | $10,000 |
| United Angels Fund | |||||||
| 1411 W 1250 S 310 | Orem | UT | 84058 | None | PC | iPads4Angels Program | $10,000 |
| United Way of Western Connecticut | |||||||
| 85 West Street | Danbury | CT | 06810 | None | PC | Imagination Library Program | $10,000 |
| Ventana Sierra | |||||||
| PO Box 18005 | Reno | NV | 89511 | None | PC | Operational Support | $10,000 |
| Visions of Hope | |||||||
| PO Box 1211 618 Division Street | Biloxi | MS | 395331211 | None | PC | Operational Support | $10,000 |
| Washington Street Community Center | |||||||
| 809 South Washington Street | Denver | CO | 80209 | None | PC | Children's Programs | $10,000 |
| Watts Healthcare Corporation | |||||||
| 10300 Compton Ave | Los Angeles | CA | 90002 | None | PC | Operational Support | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $480,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $222,395 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,682 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,719 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $219,358 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $219,358 | 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 | Accountant Fees | CategoryTxt |
| Amt | $6,762 | Amt |
| Net Investment Income | $3,381 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,381 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 51,547 SHS Doubleline Total Return Bond Fund | FMV | $575,450 | $565,476 |
| 13,729 SHS Guggenheim - Total Return Bond-IS | FMV | $370,000 | $370,412 |
| 544 SHS IShares Core U.S. Aggregate BO | FMV | $60,086 | $59,905 |
| 42,112 SHS Natixis Loomis Say C/P BND-Y | FMV | $550,356 | $552,932 |
| 29,537 SHS Templeton Global Bond Fund-AD | FMV | $386,747 | $366,555 |
| 23,089 SHS IShares MSCI EAFE ETF | FMV | $1,445,531 | $1,404,735 |
| 14,889 SHS IShares Russel 3000 ETF | FMV | $1,571,884 | $1,820,776 |
| 5,714 SHS Vanguard FTSE Emerging Markets ETF | FMV | $249,368 | $228,674 |
| 1,349,549 SHS Hedge FD-SCS Opportunities Fund LTD | FMV | $1,990,000 | $2,275,206 |
| 7,426 SHS SCS US Equity Fund, LLC | FMV | $1,345,038 | $1,419,672 |
| 10,466 SHS SCS International Equity Fund, LLC | FMV | $1,088,391 | $1,069,330 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $26,987 | LegalFeesAmt |
| Net Investment Income | $13,494 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,494 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Insurance | Desc |
| Revenue And Expenses Per Books | $744 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $744 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other gain from Passthrough | Desc |
| Revenue And Expenses Per Books | $5,682 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,029 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Fees | $41,244 | $41,244 | $0 | $0 |
| Other Professional Fees | $2,500 | $1,250 | $0 | $1,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Foreign Tax Paid | $6,395 | $6,395 | $0 | $0 |
| Excise Taxes | $4,117 | $0 | $0 | $4,117 |
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