ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC (EIN 31-1535223)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-10
- IRS object ID
- 201311309349100906
- Schema version
- 2012v2.1
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T09:05:05-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN GOLODNY CPA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 EAST 40TH STREET FLR 15 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311535223 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BAUMAN FAMILY FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O ROBERT P BAUMAN | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BAUM | NameControl |
| Phone | 7722250403 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720 SE HARBOR CIRCLE | AddressLine1 |
| City | STUART | City |
| State | FL | State |
| ZIP Code | 34996 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT BAUMAN | Name |
| Title | DIRECTOR | Title |
| Phone | 7722250403 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN GOLODNY | Name |
| PTIN | P00059037 | PTIN |
| Phone | 2122217067 | Phone |
| Date Prepared | 2013-05-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 13297490 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 14067 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 14067 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 14067 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 299529 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 299529 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 299529 | DividendsAdjNetIncm |
| Gross Rents Rev And Expnss | 21727 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 21727 | GrossRentsNetInvstIncm |
| Gross Rents Adj Net Incm | 21727 | GrossRentsAdjNetIncm |
| Net Rental Income Or Loss | 7 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 187328 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 300667 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1796 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 522651 | TotalRevenueAndExpenses |
| Total Net Investment Income | 337119 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 335323 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 128000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 720 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 720 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 720 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 133862 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 133862 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 133862 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4347 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 4347 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 4347 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 17989 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 17989 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 17989 | DeprecAndDepletionAdjNetIncm |
| Other Expenses Rev And Expnss | 4084 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4084 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 4084 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 294002 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 161002 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 161002 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 652000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 652000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 946002 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 161002 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 161002 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 652000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -423351 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 176117 | NetInvestmentIncome |
| Adjusted Net Income | 174321 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1931595 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 315710 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 315710 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 9721220 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7881149 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 12261270 | InvestmentsCorpStockEOYFMV |
| Investments Land Etc Basis | 712277 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 61674 | AccumDeprecInvestmentsLandEtc |
| Investments Land Etc BOY | 668592 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 650603 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 720510 | InvestmentsLandEtcEOYFMV |
| Total Assets BOY | 12321407 | TotalAssetsBOY |
| Total Assets EOY | 8847462 | TotalAssetsEOY |
| Total Assets EOYFMV | 13297490 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 12321407 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8847462 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 12321407 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8847462 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 12321407 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -423351 | ExcessOfRevenueOverExpenses |
| Other Increases | 159979 | OtherIncreases |
| Subtotal | 12058035 | Subtotal |
| Other Decreases | 3210573 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 8847462 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Capital Gains Dividends | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 1796 | GrossSalesPrice |
| Gain Or Loss | 1796 | GainOrLoss |
| Gains Minus Excess Or Losses | 1796 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1796 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 0 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 622550 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 11419539 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054516 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 565000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 11984692 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.047143 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 459000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 11230084 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.040872 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 623910 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 10677772 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.058431 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 697177 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 13313314 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.052367 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.253329 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050666 | AverageDistributionRatio |
| Net Noncharitable Assets | 12388325 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 627667 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1761 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 629428 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 652000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1761 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1761 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1761 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4634 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4634 | TotalCreditsAndPayments |
| Overpayment | 2873 | Overpayment |
| Amount Credited To Next Year | 2873 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | ME | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ROBERT P BAUMAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7722250403 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720 SE HARBOR CIRCLE | AddressLine1 |
| City | STUART | City |
| State | FL | State |
| ZIP Code | 34996 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | 64000 | 0 | 0 |
| ELIZABETH H BAUMAN | ||||||||
| 6 DOLLOFF FARM ROAD | EXETER | NH | 03833 | DIRECTOR | 8.00 | 64000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | HEARTWOOD COLLEGE123 YORK STREETKENNEBUNK, ME 04043 | Description1 |
| Expenses1 | 96000 | Expenses1 |
| Description2 | OHIO WESLEYAN UNIVERSITY61 S SANDUSKY STDELAWARE, OH 43105 | Description2 |
| Expenses2 | 100000 | Expenses2 |
| Description3 | THE FIRST TEE OF MAINE58 VAL HALLA ROADCUMBERLAND, ME 04021 | Description3 |
| Expenses3 | 40000 | Expenses3 |
| Description4 | YNH CHILDREN'S HOSPITAL1 PARK STREETNEW HAVEN, CT 06510 | Description4 |
| Expenses4 | 40000 | Expenses4 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 12261270 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 315710 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 12576980 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 12576980 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 188655 | CashDeemedCharitable |
| Net Noncharitable Assets | 12388325 | NetNoncharitableAssets |
| Minimum Investment Return | 619416 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 619416 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1761 | TaxBasedOnInvestmentIncome |
| Total Tax | 1761 | TotalTax |
| Distributable Amount Before Adj | 617655 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 617655 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 617655 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 652000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 652000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1761 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 650239 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 617655 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 700500 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 625500 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 51573 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 1377573 | TotalExcessDistriCarryover |
| Qualifying Distributions | 652000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 617655 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 34345 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1411918 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 700500 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 711418 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 625500 | ExcessFromYear4 |
| Excess From Year3 | 51573 | ExcessFromYear3 |
| Excess From Current Year | 34345 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ROBERT P BAUMAN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720 SE HARBOR CIRCLE | AddressLine1 |
| City | STUART | City |
| State | FL | State |
| ZIP Code | 34996 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7722254118 | RecipientPhoneNumber |
| Form And Info And Materials | NONE | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (101 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN INDEPENDENCE MUSEUM-EXETER | ||||||||
| 1 GOVERNORS LANE | EXETER | NH | 03833 | NONE | EXEMPT | CHARITABLE - CULTURAL | $2,000 | |
| AMERICAN RED CROSS | ||||||||
| 158 BROOKLAWN AVENUE | BRIDGEPORT | CT | 06604 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $5,000 | |
| AUTISM SPEAKS | ||||||||
| 2 PARK AVENUE | NEW YORK | NY | 10016 | 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 | |
| BIG HEART BRIGADE OF THE TREASURE COAST INC | ||||||||
| PO BOX 21 | STUART | FL | 34995 | NONE | EXEMPT | CHARITABLE - COMMUNIITY SERVICES | $1,000 | |
| 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 | $5,000 | |
| 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 | |
| CHRIST CHURCH | ||||||||
| 43 PINE STREET | EXETER | NH | 03833 | NONE | EXEMPT | CHARITABLE - RELIGIOUS | $1,000 | |
| COASTAL MAINE BOTANICAL GARDEN | ||||||||
| PO BOX 234 | BOOTHBAY | ME | 04537 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $1,000 | |
| COMMUNITY MUSIC SCHOOL | ||||||||
| 90 MAIN STREET | ESSEX | CT | 06426 | NONE | EXEMPT | CHARITABLE - CULTURAL | $2,000 | |
| CONNECTICUT RIVER MUSEUM | ||||||||
| 67 MAIN STREET | ESSEX | CT | 06426 | NONE | EXEMPT | CHARITABLE - CULTURAL | $1,000 | |
| 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 | BROOKKLINE | MA | 02445 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $20,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $2,500 | |
| 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 | $2,000 | |
| ELLIOTT MUSEUM | ||||||||
| 2400 SE FEDERAL HIGHWAY SUITE 220 | STUART | FL | 34994 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $2,000 | |
| ENVIRONMENTAL STUDY CENTER | ||||||||
| 2900 NE INDIAN RIVER DRIVE | JENSEN BEACH | FL | 34957 | NONE | EXEMPT | CHARITABLE - ENVIRONMENTAL SERVICES | $2,000 | |
| ESSEX ELEMENTERY SCHOOL FOUNDATION | ||||||||
| 108 MAIN STREET | CENTERBROOK | CT | 06409 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $5,000 | |
| ESSEX GARDEN CLUB | ||||||||
| 203 EAST AVENUE | ESSEX | CT | 06855 | NONE | EXEMPT | CHARITABLE - CULTURAL | $1,000 | |
| ESSEX HISTORICAL SOCIETY | ||||||||
| 22 PROSPECT STREET | ESSEX | CT | 06426 | NONE | EXEMPT | CHARITABLE - CULTURAL | $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 | ||||||||
| 1073 N BENSON ROAD | FAIRFIELD | CT | 06824 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $1,000 | |
| FAMILIES FIRST | ||||||||
| 100 CAMPUS DRIVE SUITE 12 | PORTSMOUTH | NH | 03801 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $5,000 | |
| FARMSTEAD OF NEW ENGLAND INC | ||||||||
| 213 CENTER ROAD | HILLSBOROUGH | NH | 03244 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| FLORIDA OCEANOGRAPHIC SOCIETY | ||||||||
| 890 NE OCEAN BLVD | STUART | FL | 34996 | NONE | EXEMPT | CHARITABLE - ENVIRONMENTAL SERVICES | $2,000 | |
| FRIENDS OF BLAKE LIBRARY | ||||||||
| 2351 SE MONTEREY ROAD | STUART | FL | 34996 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $2,000 | |
| FRIENDS OF COCOONS DAY SCHOOL | ||||||||
| 35 HEATH ROAD | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $3,000 | |
| FRIENDS OF KAREN | ||||||||
| 118 TITICUS ROAD PO BOX 190 | PURDYS | NY | 10578 | NONE | EXEMPT | CHARITABLE- HEALTH SERVICES | $25,000 | |
| GARDEN CLUB OF STUART | ||||||||
| PO BOX 684 | STUART | FL | 34995 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $1,000 | |
| GRACE PRESBYTERIAN CHURCH | ||||||||
| 1875 NW BRITT ROAD | STUART | FL | 34994 | NONE | EXEMPT | CHARITABLE - RELIGIOUS | $5,000 | |
| GULF OF MAINE RESEARCH INSTITUTE | ||||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $2,000 | |
| HABITAT FOR HUMANITY YORK COUNTY | ||||||||
| PO BOX 267 | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICE | $10,000 | |
| HEARTWOOD COLLEGE | ||||||||
| 123 YORK STREET | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $25,000 | |
| HEARTWOOD COLLEGE | ||||||||
| 123 YORK STREET | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $96,000 | |
| HOLE IN THE WALL GANG CAMP | ||||||||
| 565 ASHFORD CENTER ROAD | ASHFORD | CT | 06278 | NONE | EXEMPT | CHARITABLE - COMMUNITY 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 | $4,000 | |
| JOHN WINTHROP MIDDLE SCHOOL | ||||||||
| 1 JOHN WINTHROP | DEEP RIVER | CT | 06417 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $2,000 | |
| KBIA | ||||||||
| PO BOX 707 | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE - ENVIRONMENTAL SERVICES | $25,000 | |
| KENNEBUNK EDUCATION FOUNDATION | ||||||||
| PO BOX 1531 | KENNEBUNKPORT | ME | 04046 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $12,000 | |
| KENNEBUNKPORT CONVERSATION 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 | $5,000 | |
| LAUDHOLM TRUST | ||||||||
| LAUDHOLM FARM ROAD | WELLS | ME | 04090 | NONE | EXEMPT | CHARITABLE | $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 | |
| LINCOLN STREET ELEMENTRY SCHOOL | ||||||||
| 23 LINCOLN STREET | EXETER | NH | 03833 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $5,000 | |
| TRINITY LUTHERAN CHURCH | ||||||||
| 109 N MAIN STREET | ESSEX | CT | 06426 | NONE | EXEMPT | CHARITABLE - RELIGIOUS | $1,000 | |
| LYME ACADEMY COLLEGE OF FINE ARTS | ||||||||
| 85 LYME STREET | OLD LYME | CT | 06317 | NONE | EXEMPT | CHARITABLE CONTRIBUTIONS - CULTURAL | $1,000 | |
| 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 | |
| MARTIN MEMORIAL 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 | $10,000 | |
| MASSACHUSETTS EYE AND EAR INFIRMARY | ||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $5,000 | |
| MILLER CENTER FOUNDATION | ||||||||
| 2201 OLD IVY ROAD | CHARLOTTESVILLE | VA | 22903 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| MGA-MGA FOUNDATION | ||||||||
| 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $2,000 | |
| MOLLY'S HOUSE | ||||||||
| 430 SE OSCEOLA STREET | STUART | FL | 34994 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $1,500 | |
| NEW OUTLOOK TEEN CENTER | ||||||||
| 120 FRONT STREET PO BOX 863 | EXETER | NH | 03833 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $3,000 | |
| NORWALK HOSPITAL FOUNDATION | ||||||||
| 34 MAPLE STREET | NORWALK | CT | 06856 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $2,000 | |
| OHIO WESLEYAN UNIVERSITY | ||||||||
| 61 S SANDUSKY ST | DELAWARE | OH | 43105 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $10,000 | |
| OHIO WESLEYAN UNIVERSITY | ||||||||
| 61 S SANDUSKY ST | DELAWARE | OH | 43105 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $100,000 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 3900 LENNANE DRIVEE | SACRAMENTO | CA | 95834 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $2,000 | |
| PALEY FOUNDATION INC | ||||||||
| 1551 NO FLAGLER DR SUITE 1005 | WEST PALM BEACH | FL | 33401 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| PHI GAMMA DELTA | ||||||||
| PO BOX 4599 | LEXINGTON | KY | 40544 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| PHILLIPS EXETER ACADEMY | ||||||||
| 180 MAIN ST | ANDOVER | MA | 01810 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 | |
| PROCTOR ACADEMY FAMILY OF FUNDS | ||||||||
| PO BOX 389 | ANDOVER | NH | 03216 | NONE | EXEMPT | CHARITABLE- EDUCATIONAL SERVICES | $10,000 | |
| 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 | $500 | |
| SAILFISH POINT FOUNDATION | ||||||||
| 2201 SE SAILFISH POINT BLVD | STUART | FL | 34996 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $1,000 | |
| SEACOAST INTERFACE HOSPITALITY NETWORK | ||||||||
| PO BOX 233 | STRATHAM | NH | 03885 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 | |
| SENIOR CENTER AT LOWER VILLAGE | ||||||||
| 175 PORT ROAD | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $2,000 | |
| SMMC | ||||||||
| PO BOX 626 | BIDDEFORD | ME | 04005 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| SOCIETY OF CRITICAL CARE MEDICINE | ||||||||
| 500 MIDWAY DRIVE | MT PROSPECT | IL | 60056 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $5,000 | |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $5,000 | |
| TEEN CHALLENGE NEW ENGLAND | ||||||||
| 86 SPRING STREET | NEW HAVEN | CT | 06519 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $750 | |
| THE BIDDEFORD FREE CLINIC | ||||||||
| 189 ALFRED STREET | BIDDEFORD | ME | 04005 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $1,000 | |
| THE FIRST TEE MAINE | ||||||||
| 58 VAL HALLA ROAD | CUMBERLAND | ME | 04021 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $40,000 | |
| THE FIRST TEE OF MAIN INVITATIONAL | ||||||||
| 58 VAL HALLA ROAD | CUMBERLAND | ME | 04021 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $750 | |
| THE LYRIC THEATER | ||||||||
| 59 SE FLAGLER AVE | STUART | FL | 34994 | NONE | EXEMPT | CHARITABLE - CULTURAL | $2,000 | |
| THE SHORE LINE SOUP & KITCHENS | ||||||||
| PO BOX 804 | ESSEX | CT | 06426 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $1,000 | |
| THE SMILE TRAIN | ||||||||
| 41 MADISON AVENUE - 28TH FLOOR | NEW YORK | NY | 10010 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $5,000 | |
| TOYS FOR TOTS | ||||||||
| PO BOX 235 | SACO | ME | 04072 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $500 | |
| TREASURE COAST HOSPICE | ||||||||
| 1201 SE INDIAN STREET | STUART | FL | 34997 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| TRINITY CHAPEL | ||||||||
| C/O HARTWELL BLANCHARD PO BOX 272 | BIDDEFORD | ME | 04006 | NONE | EXEMPT | CHARITABLE - RELIGIOUS | $1,000 | |
| 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 NURSE SERVICES OF THE LOWER VALLEY | ||||||||
| 61 MAIN STREET SUITE 5 | CENTERBROOK | CT | 06409 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $1,000 | |
| VISITING NURSES-KENNEBUNK | ||||||||
| 72 MAIN STREET | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $1,000 | |
| WEBHANNET CHARITABLE FOUNDATION | ||||||||
| 26 GOLF CLUB DRIVE | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| WILLIAM HUNT MEMORIAL FUND | ||||||||
| SACRED HEART HIGH SCHOOL | HALIFAX | MA | 02338 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $5,000 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | EXEMPT | CHARITABLE - ENVIRONMENTAL SERVICES | $1,000 | |
| XAVIER HIGH SCHOOL | ||||||||
| 181 RANDOLPH ROAD | MIDDLETON | CT | 06457 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 | |
| YMCA-SQUAMSCOTT COMMUNITY COMMONS | ||||||||
| PO BOX 521 | EXETER | NH | 03833 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $10,000 | |
| YNH CHILDREN'S HOSPITAL | ||||||||
| 1 PARK STREET | NEW HAVEN | CT | 06510 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 652000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 523000 | BusinessCode |
| Unrelated Business Income | $14,067 | UnrelatedBusinessIncomeAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 523000 | BusinessCode |
| Unrelated Business Income | $299,529 | UnrelatedBusinessIncomeAmount |
Net Rental Incm Re Debt Fincd Prop NetRentalIncmReDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 531390 | BusinessCode |
| Unrelated Business Income | $7 | UnrelatedBusinessIncomeAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 523000 | BusinessCode |
| Unrelated Business Income | $187,328 | UnrelatedBusinessIncomeAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $500,931 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 500931 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GASSMAN & GOLODNY TAX PREP | Category |
| Amount | $5,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (3 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Computation MethodComputationMethod | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Prior Years DepreciationPriorYearsDepreciation | LifeLife |
|---|---|---|---|---|---|---|---|---|
| LAND | 2009-09-04 | 69907 | L | 0 | 0 | 0 | ||
| BUILDING | 2009-09-04 | 629163 | SL | 16132 | 16132 | 16132 | 36976 | 39.000000000000 |
| OIL BURNER | 2009-12-03 | 13207 | 200DB | 1857 | 1857 | 1857 | 6709 | 7.000000000000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)
| NameName | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Sales ExpenseSalesExpense | Total NetTotalNet |
|---|---|---|---|---|---|---|
| BNY MELLON #52300 - LONG TERM | Purchased | 2012-03 | 298871 | 113175 | 0 | 185696 |
| ISHARES S&P - CAPITAL GAIN | Purchased | 2012-12 | 164 | 0 | -164 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | BANK OF NY INVESTMENTS | NameOfStock |
| EOY Book Value | 7881149 | EOYBookValue |
| EOYFMV | 12261270 | EOYFMV |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLand (3 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| LAND | 69907 | 0 | 69907 | 69907 |
| BUILDING | 629163 | 53108 | 576055 | 576055 |
| OIL BURNER | 13207 | 8566 | 4641 | 4641 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSES | Category |
| Amount | $720 | Amount |
| Net Investment Income | 720 | NetInvestmentIncome |
| Adjusted Net Income | 720 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR YEAR ADJUSTMENT TO PROPERLY REFLECT COST | Description |
| Amount | $3,210,573 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BNY INVESTMENT EXPENSES | 82 | 82 | 82 | 0 |
| INVESTMENT EXPENSES - ISHARES SCHEDULE K-1 | 991 | 991 | 991 | 0 |
| INSURANCE | 2868 | 2868 | 2868 | 0 |
| DEPARTMENT OF STATE - FILING FEE | 143 | 143 | 143 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN/LOSS | $64,979 |
| NON-CASH CHARITABLE AMOUNT - REDUCTION IN | $95,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK OF NY INVESTMENT MGMT FEE | Category |
| Amount | $133,862 | Amount |
| Net Investment Income | 133862 | NetInvestmentIncome |
| Adjusted Net Income | 133862 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | Category |
| Amount | $4,347 | Amount |
| Net Investment Income | 4347 | NetInvestmentIncome |
| Adjusted Net Income | 4347 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments