HUDSON FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON FOUNDATION (EIN 01-0482817)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-15
- IRS object ID
- 201541979349100204
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-15T12:53:46-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010242373 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACPAGE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 LONG CREEK DRIVE | AddressLine1Txt |
| City | SOUTH PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04106 | 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 | 010482817 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUDSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUDS | BusinessNameControlTxt |
| Phone | 2078659790 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 402 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GILLIAN B SCHAIR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2078659790 | PhoneNum |
| Signature | 2015-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONSTANCE BINGHAM | PreparerPersonNm |
| PTIN | P00289569 | PTIN |
| Phone | 2077745701 | PhoneNum |
| Preparation | 2015-06-25 | 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 | $4,323,578 | 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 | $85,323 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,323 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $85,323 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,950 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $193,689 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,950 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,280 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,280 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $14,280 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $223,553 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $223,553 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $99,603 | 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 |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,531 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,766 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,159 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,159 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,700 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,700 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,108 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,998 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,675 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $198,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $198,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $242,948 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,675 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $201,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,395 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $191,878 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $99,603 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $31,838 | CashEOYAmt |
| Cash EOYFMV | $31,838 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $381,543 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $298,513 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $298,513 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $829,244 | CorporateStockBOYAmt |
| Corporate Stock EOY | $765,785 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,568,336 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,771,357 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,866,613 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,424,891 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,982,144 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,962,749 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,323,578 | 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 | $2,982,144 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,962,749 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,982,144 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,962,749 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,982,144 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,962,749 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,982,144 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,395 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,962,749 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,962,749 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UNION PACIFIC CORP | P | 2009-02-27 | 2014-03-13 | $52,052 | $10,498 | $41,554 | $41,554 |
| WALMART STORES INC | P | 2006-03-30 | 2014-02-24 | $27,893 | $18,132 | $9,761 | $9,761 |
| WALMART STORES INC | P | 2006-07-11 | 2014-07-17 | $27,625 | $16,497 | $11,128 | $11,128 |
| WALMART STORES INC | P | 2006-03-30 | 2014-07-17 | $39,902 | $24,612 | $15,290 | $15,290 |
| CAPITAL GAINS DIVIDENDS | P | $46,217 | $46,217 | $46,217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,950 | 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 | $170,664 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,124,424 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041379 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $157,635 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,582,877 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043997 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $107,682 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,425,777 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031433 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $64,931 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,227,898 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.020116 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $81,141 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,570,295 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031569 | DistributionYr5Rt |
| Total Distribution | 0.168494 | TotalDistributionRt |
| Average Distribution | 0.033699 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,357,780 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $146,853 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,919 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $148,772 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $201,400 | 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 | $1,919 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,919 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,919 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,463 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,463 | TotalPaymentsAndCreditsAmt |
| Overpayment | $544 | OverpaymentAmt |
| Applied To ES Tax | $544 | 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 | WWW.HUDSONFOUNDATIONMAINE.ORG | WebsiteAddressTxt |
| Individual With Books | GILLIAN SCHAIR | IndividualWithBooksNm |
| Phone | 2078659790 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 402 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| JUSTIN H SCHAIR | ||||||||
| PO BOX 402 | PORTLAND | ME | 04112 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LESLIE COHEN | ||||||||
| PO BOX 402 | PORTLAND | ME | 04112 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GILLIAN B SCHAIR | ||||||||
| PO BOX 402 | PORTLAND | ME | 04112 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ERICA M SCHAIR | ||||||||
| PO BOX 402 | PORTLAND | ME | 04112 | TREASURER | 1.00 | $0 | $0 | $0 |
| ANNEMIEKE L SCHAIR | ||||||||
| PO BOX 402 | PORTLAND | ME | 04112 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CINDY FERNANDEZ | ||||||||
| PO BOX 402 | PORTLAND | ME | 04112 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LORIANN TOUCHETTE | ||||||||
| PO BOX 402 | PORTLAND | ME | 04112 | 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 | $4,038,436 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $385,706 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,424,142 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,424,142 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,362 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,357,780 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $217,889 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $217,889 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,919 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,919 | TotalTaxAmt |
| Distributable Before Adj | $215,970 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $215,970 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $215,970 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $201,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $201,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,919 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $199,481 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $215,970 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $198,946 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $201,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $198,946 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,454 | 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 | $213,516 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GILLIAN SCHAIR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 402 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2077817706 | RecipientPhoneNum |
| Form And Info And Materials | LETTER REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ONGOING | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CROSS WALK COMMUNITY OUTREACH | |||||||
| P O BOX 64 | NAPLES | ME | 04055 | NONE | PUBLIC | PROVIDE ASSISTANCE TO NEEDY PEOPLE IN THE COMMUNITY | $2,500 |
| FOOD AND MEDICINE | |||||||
| 2 IVERS STREET | BREWER | ME | 04412 | NONE | PUBLIC | PROMOTE ECONOMIC AND SOCIAL JUSTICE | $5,000 |
| GOOD SHEPHERD FOOD BANK | |||||||
| 3121 HOTEL ROAD | AUBURN | ME | 04211 | NONE | PUBLIC | PROVIDE FOOD FOR NEEDY CITIZENS | $10,000 |
| PREBLE STREET | |||||||
| PO BOX 1459 | PORTLAND | ME | 04104 | NONE | PUBLIC | PROVIDE FOOD AND SHELTER FOR THE HOMELESS | $10,000 |
| SOUTHWEST OXFORD COUNTY NUTRITION | |||||||
| 52 RIDGE LANE | BROWNFIELD | ME | 04010 | NONE | PUBLIC | TO CONTINUE PROGRAMS AND SERVICES | $7,500 |
| THE OPPORTTUNITY ALLIANCE | |||||||
| 50 MONUMENT SQUARE | PORTLAND | ME | 04101 | NONE | PUBLIC | TO CONTINUE PROGRAMS AND SERVICES | $47,500 |
| WAYNFLETE SCHOOL | |||||||
| 360 SPRING STREET | PORTLAND | ME | 04102 | NONE | PUBLIC | TO CONTINUE PROGRAMS AND SERVICES | $10,000 |
| YORK COUNTY COMMUNITY ACTION CORP | |||||||
| 6 SPRUCE STREET | SANFORD | ME | 04073 | NONE | PUBLIC | PROVIDING SOCIAL SERVICE, HEALTH AND EDUCATIONAL PROGRAMS | $4,150 |
| ST MARY'S REGIONAL NUTRITION CENTER | |||||||
| 93 CAMPUS AVENUE | LEWISTON | ME | 04240 | NONE | PUBLIC | TO CONTINUE PROGRAMS AND SERVICES | $7,500 |
| PORTLAND COMMUNITY HEALTH CENTER | |||||||
| 180 PARK AVE | PORTLAND | ME | 04102 | NONE | PUBLIC | TO CONTINUE PROGRAMS AND SERVICES | $10,000 |
| MAINE BOYS TO MEN | |||||||
| 81 BRIDGE ST | YARMOUTH | ME | 04096 | NONE | PUBLIC | TO CONTINUE PROGRAMS AND SERVICES | $7,500 |
| MAINE JEWISH MUSEUM | |||||||
| 267 CONGRESS ST | PORTLAND | ME | 04101 | NONE | PUBLIC | TO CONTINUE PROGRAMS AND SERVICES | $10,000 |
| SOUTHERN MAINE AGENCY ON AGING | |||||||
| 136 US ROUTE ONE | SCARBOROUGH | ME | 04074 | NONE | PUBLIC | TO CONTINUE PROGRAMS AND SERVICES | $7,500 |
| ARTVAN | |||||||
| 7 PARK STREET | BATH | ME | 04530 | NONE | PUBLIC | TO CONTINUE PROGRAMS AND SERVICES | $4,000 |
| SOMALI BANTU YOUTH ASSOCIATION OF M | |||||||
| 247 BATES ST | LEWISTON | ME | 04240 | NONE | PUBLIC | TO CONTINUE PROGRAMS AND SERVICES | $17,500 |
| TREE STREET YOUTH | |||||||
| 144 HOWE ST | LEWISTON | ME | 04240 | NONE | PUBLIC | TO CONTINUE PROGRAMS AND SERVICES | $17,500 |
| TRINITY JUBILEE CENTER | |||||||
| 247 BATES ST | LEWISTON | ME | 04240 | NONE | PUBLIC | TO CONTINUE PROGRAMS AND SERVICES | $7,500 |
| THE PROGRESS CENTER INC | |||||||
| 35 COTTAGE ST | NORWAY | ME | 04268 | NONE | PUBLIC | TO CONTINUE PROGRAMS AND SERVICES | $5,000 |
| KENNEBEC VALLEY COMMUNITY ACTION PR | |||||||
| 97 WATER ST | WATERVILLE | ME | 04901 | NONE | PUBLIC | TO CONTINUE PROGRAMS AND SERVICES | $4,150 |
| AROOSTOOK COUNTY ACTION PROGRAM | |||||||
| 771 MAIN STREET | PRESQUE ISLE | ME | 04769 | NONE | PUBLIC | TO CONTINUE PROGRAMS AND SERVICES | $4,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $198,950 | 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 | $85,323 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,280 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $123,950 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $223,553 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $223,553 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $765,785 | EOYBookValueAmt |
| EOYFMV | $1,568,336 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TWEEDY BROWNE GLOBAL VALUE FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,866,613 | BookValueAmt |
| EOYFMV | $2,424,891 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADR FEES | $47 | $0 | $0 | $0 |
| ANNUAL FILING FEE | $35 | $0 | $0 | $0 |
| BANK CHARGES | $54 | $0 | $0 | $0 |
| DUES | $75 | $0 | $0 | $0 |
| INSURANCE | $1,744 | $0 | $0 | $0 |
| OFFICE EXPENSE | $6,650 | $0 | $0 | $0 |
| TELEPHONE | $81 | $0 | $0 | $0 |
| WEBSITE DESIGN & MAINT | $419 | $0 | $0 | $0 |
| MISCELLANEOUS | $3 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $14,280 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14,280 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,280 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISORY FEES | $21,766 | $21,766 | $0 | $0 |
| BOOKKEEPING FEES | $765 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $7,282 | $7,282 | $0 | $0 |
| ESTIMATES PAID 2014 | $1,877 | $1,877 | $0 | $0 |
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