FORE RIVER FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FORE RIVER FOUNDATION (EIN 01-0421912)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-04-15
- IRS object ID
- 201421059349100402
- Schema version
- 2012v2.0
- 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
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-15T06:16:55-07:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bruzgo Kremer & Swanson LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 Commercial ST STE 500 | AddressLine1 |
| City | Portland | City |
| State | ME | State |
| ZIP Code | 04101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010421912 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fore River Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FORE | NameControl |
| Phone | 2077726404 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7525 | AddressLine1 |
| City | Portland | City |
| State | ME | State |
| ZIP Code | 04112 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Peter W Quesada | Name |
| Title | Trustee | Title |
| Date Signed | 2014-04-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Steven E Kremer CPA | Name |
| PTIN | P00232676 | PTIN |
| Phone | 2078747700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5395934 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 113647 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 6330 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6330 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 100049 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 100049 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 585309 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3227873 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 585309 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 805335 | TotalRevenueAndExpenses |
| Total Net Investment Income | 691688 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1100 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 550 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 550 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 17213 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 17213 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 3610 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 21923 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 17763 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 550 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 496422 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 496422 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 518345 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 17763 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 496972 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 286990 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 673925 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 220489 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 560987 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 560987 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2414413 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2597869 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3829351 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1033225 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 998201 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1005596 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 3668127 | TotalAssetsBOY |
| Total Assets EOY | 4157057 | TotalAssetsEOY |
| Total Assets EOYFMV | 5395934 | TotalAssetsEOYFMV |
| Other Liabilities EOY | 10000 | OtherLiabilitiesEOY |
| Total Liabilities EOY | 10000 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 3668127 | CapitalStockBOY |
| Capital Stock EOY | 4147057 | CapitalStockEOY |
| Total Net Assets BOY | 3668127 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4147057 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3668127 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4157057 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3668127 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 286990 | ExcessOfRevenueOverExpenses |
| Other Increases | 191940 | OtherIncreases |
| Subtotal | 4147057 | Subtotal |
| Total Net Assets Fund Balances EOY | 4147057 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 585309 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 450191 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4270123 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.10543 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 364840 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4081830 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.08938 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 467929 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4071145 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.11494 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 290295 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3599626 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.08065 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 480687 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4557753 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.10547 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.49586 | TotalDistributionRatio |
| Average Distribution Ratio | 0.09917 | AverageDistributionRatio |
| Net Noncharitable Assets | 4906187 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 486556 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6739 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 493295 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 496972 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6739 | InvestmentIncomeExciseTax |
| Subtotal | 6739 | Subtotal |
| Tax Based On Investment Income | 6739 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4160 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4160 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 2579 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | ME | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T Ricardo Quesada | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2077726404 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7525 | AddressLine1 |
| City | Portland | City |
| State | ME | State |
| ZIP Code | 041127525 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Eliza Wright Baxter | ||||||
| PO Box 7525 | Portland | ME | 04112 | Director | 0.50 | 0 |
| Kate Davis Baxter | ||||||
| PO Box 7525 | Portland | ME | 04112 | Director | 0.50 | 0 |
| Charlotte R Quesada | ||||||
| PO Box 7525 | Portland | ME | 04112 | Director | 0.50 | 0 |
| Emily P Quesada | ||||||
| PO Box 7525 | Portland | ME | 04112 | Director | 0.50 | 0 |
| Anthony C Quesada | ||||||
| PO Box 7525 | Portland | ME | 04112 | Director | 0.50 | 0 |
| Dennis C Keeler | ||||||
| One Monument Square | Portland | ME | 04101 | Secretary | 0.00 | 0 |
| Strand O Quesada | ||||||
| PO Box 7525 | Portland | ME | 04112 | V.P./Dir | 2.50 | 0 |
| T Ricardo Quesada | ||||||
| PO Box 7525 | Portland | ME | 04112 | Pres/Dir | 1.00 | 0 |
| Peter W Quesada | ||||||
| PO Box 7525 | Portland | ME | 04112 | VP/Treasurer | 0.50 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4590163 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 390738 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4980901 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 4980901 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 74714 | CashDeemedCharitable |
| Net Noncharitable Assets | 4906187 | NetNoncharitableAssets |
| Minimum Investment Return | 245309 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 245309 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6739 | TaxBasedOnInvestmentIncome |
| Total Tax | 6739 | TotalTax |
| Distributable Amount Before Adj | 238570 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 238570 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 238570 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 496972 | ExpensesAndContributions |
| Qualifying Distributions | 496972 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6739 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 490233 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 238570 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 254062 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 112286 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 265800 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 165444 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 244977 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1042569 | TotalExcessDistriCarryover |
| Qualifying Distributions | 496972 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 238570 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 258402 | RemainingDistriFromCorpus |
| Total Corpus | 1300971 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 254062 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1046909 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 112286 | ExcessFromYear4 |
| Excess From Year3 | 265800 | ExcessFromYear3 |
| Excess From Year2 | 165444 | ExcessFromYear2 |
| Excess From Year1 | 244977 | ExcessFromYear1 |
| Excess From Current Year | 258402 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | T Ricardo Quesada | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (54 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Harvard University | |||||||
| 124 Mount Auburn Street | Cambridge | MA | 02138 | None | Public | Unrestricted | $10,000 |
| 1000 Friends of Florida | |||||||
| P O Box 5948 | Tallahassee | FL | 32314 | None | Public | Unrestricted | $10,000 |
| Appalachian Mountain Club | |||||||
| 5 Joy Street | Boston | MA | 02108 | None | Public | Unrestricted | $2,500 |
| Atlantic Salmon Federation Fort And | |||||||
| 14 Maine Street Suite 406 | Brunswick | ME | 04011 | None | Public | Unrestricted | $500 |
| Bar Harbor Historical Society | |||||||
| 33 Ledgelawn Avenue | Bar Harbor | ME | 04609 | None | Public | Unrestricted | $5,000 |
| Cathance River Alliance | |||||||
| P O Box 187 | Topsham | ME | 04086 | None | Public | Unrestricted | $500 |
| Christ Memorial Chapel | |||||||
| 52 South Beach Road | Hobe Sound | FL | 33455 | None | Public | Unrestricted | $1,000 |
| The Community Foundation of Jackson | |||||||
| P O Box 574 | Jackson | WY | 83001 | None | Public | Unrestricted | $6,000 |
| Concord Academy | |||||||
| 166 Main Street | Concord | MA | 01742 | None | Public | Unrestricted | $16,922 |
| Cumberland County YMCA | |||||||
| 70 Forest Avenue | Portland | ME | 04101 | None | Public | Unrestricted | $1,500 |
| Curtis Memorial Library | |||||||
| 23 Pleasant Street | Brunswick | ME | 04011 | None | Public | Unrestricted | $1,000 |
| Deerfield Academy | |||||||
| P O Box 87 | Deerfield | MA | 01342 | None | Public | Unrestricted | $10,000 |
| Family Planning Association of Main | |||||||
| P O Box 587 | Augusta | ME | 04332 | None | Public | Unrestricted | $30,000 |
| Forest Society of Maine | |||||||
| 115 Franklin Street 3rd Floor | Bangor | ME | 04401 | None | Public | Unrestricted | $1,000 |
| Foxcroft School | |||||||
| 22407 Foxhound Lane | Middleburg | VA | 20118 | None | Public | Unrestricted | $20,000 |
| Freeport Community Improvement Asso | |||||||
| P O Box 275 | Freeport | ME | 04032 | None | Public | Unrestricted | $1,000 |
| Freeport Community Library | |||||||
| 10 Library Drive | Freeport | ME | 04032 | None | Public | Unrestricted | $1,500 |
| Freeport Community Services | |||||||
| P O Box 119 | Freeport | ME | 04032 | None | Public | Unrestricted | $2,500 |
| Friends of Acadia | |||||||
| 43 Cottage Street | Bar Harbor | ME | 04609 | None | Public | Unrestricted | $18,000 |
| Friends of Peary's Eagle Island | |||||||
| P O Box 70 | Bailey Island | ME | 04003 | None | Public | Unrestricted | $500 |
| Grand Teton National Park Foundatio | |||||||
| P O Box 249 | Moose | WY | 83012 | None | Public | Unrestricted | $25,000 |
| Grow Smart Maine | |||||||
| 415 Congress Street Suite 204 | Portland | ME | 04101 | None | Public | Unrestricted | $15,000 |
| The Guardians of Martin County | |||||||
| P O Box 1489 | Hobe Sound | FL | 33475 | None | Public | Unrestricted | $10,000 |
| Gulf of Maine Research Center | |||||||
| 350 Commercial Street | Portland | ME | 04101 | None | Public | Unrestricted | $15,000 |
| Island Connections | |||||||
| 15 Eagle Lake Road | Bar Harbor | ME | 04609 | None | Public | Unrestricted | $500 |
| Island Institute | |||||||
| P O Box 648 | Rockland | ME | 04841 | None | Public | Unrestricted | $2,000 |
| Journeys School Annual Fund | |||||||
| 700 Coyote Canyon Road | Jackson | WY | 83001 | None | Public | Unrestricted | $1,000 |
| Junior Achievement of Maine | |||||||
| 82 Elm Street | Portland | ME | 04101 | None | Public | Unrestricted | $6,000 |
| Jupiter Island Medical Clinic | |||||||
| 100 Estrada Square | Hobe Sound | FL | 33455 | None | Public | Unrestricted | $1,000 |
| Maine Audubon | |||||||
| 20 Gilsland Farm Road | Falmouth | ME | 04105 | None | Public | Unrestricted | $5,000 |
| Maine Citizens Against Handgun Viol | |||||||
| P O Box 92 | Portland | ME | 04112 | None | Public | Unrestricted | $1,500 |
| Maine Coast Heritage Fund | |||||||
| 1 Bowdoin Mill Island Suite 201 | Topsham | ME | 04086 | None | Public | Unrestricted | $55,000 |
| Maine Maritime Museum | |||||||
| 243 Washington Street | Bath | ME | 04530 | None | Public | Unrestricted | $1,500 |
| Maine Preservation | |||||||
| 233 West Main Street | Yarmouth | ME | 04096 | None | Public | Unrestricted | $6,000 |
| Maine Public Broadcasting Network | |||||||
| 1450 Lisbon Street | Lewiston | ME | 04240 | None | Public | Unrestricted | $3,500 |
| Maine TREE Foundation | |||||||
| P O Box 5470 | Augusta | ME | 04332 | None | Public | Unrestricted | $1,500 |
| Maine Women's Fund | |||||||
| P O Box 5135 | Portland | ME | 04101 | None | Public | Unrestricted | $500 |
| Mount Desert Land Garden Preserve | |||||||
| P O Box 208 | Seal Harbor | ME | 04675 | None | Public | Unrestricted | $25,500 |
| North Yarmouth Academy | |||||||
| 148 Main Street | Yarmouth | ME | 04096 | None | Public | Unrestricted | $10,000 |
| Ordway Center for the Performing Ar | |||||||
| 345 Washington Street | Saint Paul | MN | 55102 | None | Public | Unrestricted | $2,500 |
| Pathfinder International Attn Dev D | |||||||
| 9 Galen Street Suite 217 | Watertown | MA | 02472 | None | Public | Unrestricted | $500 |
| PAVA Foundation | |||||||
| P O Box 22386 | Santa Fe | NM | 87502 | None | Public | Unrestricted | $500 |
| Pejepscot Historical Society | |||||||
| 159 Park Row | Brunswick | ME | 04011 | None | Public | Unrestricted | $1,500 |
| Planned Parenthood of South Florida | |||||||
| 2300 N Florida Mango Road | West Palm Beach | FL | 33409 | None | Public | Unrestricted | $10,000 |
| Portland EnglishSecond Language Sch | |||||||
| P O Box 281 | Portland | ME | 04112 | None | Public | Unrestricted | $500 |
| President and Fellows of Harvard Co | |||||||
| 124 Mount Auburn Street | Cambridge | MA | 02138 | None | Public | Unrestricted | $85,000 |
| Royal River Conservation Trust | |||||||
| P O Box 90 | Yarmouth | ME | 04096 | None | Public | Unrestricted | $500 |
| Seeds of Independence | |||||||
| P O Box 8 | Freeport | ME | 04032 | None | Public | Unrestricted | $500 |
| South Freeport Church | |||||||
| P O Box 46 | South Freeport | ME | 04078 | None | Public | Unrestricted | $3,500 |
| St Mark's School | |||||||
| 25 Marlboro Road | Southborough | MA | 01772 | None | Public | Unrestricted | $10,000 |
| St Timothy's School | |||||||
| 8400 Greenspring Avenue | Stevenson | MD | 21153 | None | Public | Unrestricted | $40,000 |
| The Nature Conservancy | |||||||
| 14 Maine Street Suite 401 | Brunswick | ME | 04011 | None | Public | Unrestricted | $10,000 |
| Topsham Public Library | |||||||
| 25 Foreside Road | Topsham | ME | 04086 | None | Public | Unrestricted | $1,500 |
| World Wildlife Fund | |||||||
| 1250 24th Street N W | Washington | DC | 20037 | None | Public | Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 496422 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,330 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $100,049 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $585,309 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous income | Description |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $691,688 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 691688 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax preparation/annual fee service | Category |
| Amount | $1,100 | Amount |
| Net Investment Income | 550 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 550 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Spinaker Trust worksheet difference | Description |
| Amount | $191,940 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Contributions payable | Description |
| EOY Book Value | 10000 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management | Category |
| Amount | $17,213 | Amount |
| Net Investment Income | 17213 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax on net investment income | Category |
| Amount | $3,610 | Amount |
Comments