MAX KAGAN FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: MAX KAGAN FAMILY FOUNDATION (EIN 01-6019033)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-14
IRS object ID: 201321349349102047
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
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Decreases Schedule
Other Income Schedule2
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-14T15:11:05-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	042549813	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ERCOLINI & COMPANY LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	101 ARCH STREET 300	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02110	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	016019033	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	MAX KAGAN FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MAXK	NameControl
Phone	9785461188	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	51 PINE STREET	AddressLine1
City	ORONO	City
State	ME	State
ZIP Code	04473	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	LESLIE KAGAN	Name
Title	TRUSTEE	Title
Phone	9785461188	Phone
Date Signed	2013-05-13	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	PHILIP A WEITZEL	Name
PTIN	P00209483	PTIN
Phone	6174825511	Phone
Date Prepared	2013-05-13	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	3379129	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	20150	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	13554	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	13554	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	85026	DividendsRevAndExpnss
Dividends Net Invst Incm	85026	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	133001	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	1620908	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	133001	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	9312	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	0	OtherIncomeNetInvstIncm
Total Revenue And Expenses	261043	TotalRevenueAndExpenses
Total Net Investment Income	231581	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss	1136	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	0	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	3409	OthEmplSlrsWgsDsbrsChrtblPrps
Accounting Fees Rev And Expnss	2168	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	6505	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Net Invst Incm	30508	OtherProfFeesNetInvstIncm
Interest Net Invst Incm	838	InterestNetInvstIncm
Taxes Rev And Expnss	935	TaxesRevAndExpnss
Taxes Net Invst Incm	2970	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	4239	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	34316	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	9914	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	144169	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	144169	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	148408	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	34316	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	154083	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	112635	ExcessOfRevenueOverExpenses
Net Investment Income	197265	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	182285	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	185548	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	185548	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	174813	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	174813	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	268911	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	2105671	InvestmentsCorpStockBOY
Investments Corp Stock EOY	2312233	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	2496659	InvestmentsCorpStockEOYFMV
Investments Other BOY	494321	InvestmentsOtherBOY
Investments Other EOY	434058	InvestmentsOtherEOY
Investments Other EOYFMV	428011	InvestmentsOtherEOYFMV
Total Assets BOY	2957090	TotalAssetsBOY
Total Assets EOY	3106652	TotalAssetsEOY
Total Assets EOYFMV	3379129	TotalAssetsEOYFMV
Other Liabilities BOY	755	OtherLiabilitiesBOY
Other Liabilities EOY	84662	OtherLiabilitiesEOY
Total Liabilities BOY	755	TotalLiabilitiesBOY
Total Liabilities EOY	84662	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	1545996	CapitalStockBOY
Capital Stock EOY	1545996	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	1410339	RetainedEarningsBOY
Retained Earnings EOY	1475994	RetainedEarningsEOY
Total Net Assets BOY	2956335	TotalNetAssetsBOY
Total Net Assets EOY	3021990	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	2957090	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	3106652	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	2956335	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	112635	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	3068970	Subtotal
Other Decreases	46980	OtherDecreases
Total Net Assets Fund Balances EOY	3021990	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)

Description Of AssetDescriptionOfAsset	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	How AcquiredHowAcquired
LOOMIS SAYLES	2008-03-10	2012-01-09	39019	40005	-986	-986
LOOMIS SAYLES	2008-05-05	2012-01-09	20374	20820	-446	-446
PIMCO TOTAL RETURN	2010-05-26	2012-12-12	14300	14521	-221	-221
UBS - 62596			250368	249789	579	579
UBS - 62596			338321	246906	91415	91415
UBS - 62597			109096	102000	7096	7096
UBS - 62597			12699	11943	756	756
UBS - 62598			189744	187250	2494	2494
UBS - 62598			143505	111919	31586	31586
UBS - 62599			180693	165866	14827	14827
UBS - 62599			285898	303591	-17693	-17693
UBS - 62600			32753	33297	-544	-544
CAPITAL GAINS DIVIDENDS			4138		4138	4138	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	133001	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	180442	QualifyingDistributionsYear1
Noncharitable Assets Year1	3296354	NoncharitableAssetsYear1
Distribution Ratio Year1	0.054740	DistributionRatioYear1
Qualifying Distributions Year2	168363	QualifyingDistributionsYear2
Noncharitable Assets Year2	3175180	NoncharitableAssetsYear2
Distribution Ratio Year2	0.053025	DistributionRatioYear2
Qualifying Distributions Year3	96770	QualifyingDistributionsYear3
Noncharitable Assets Year3	2884968	NoncharitableAssetsYear3
Distribution Ratio Year3	0.033543	DistributionRatioYear3
Qualifying Distributions Year4	171218	QualifyingDistributionsYear4
Noncharitable Assets Year4	3394711	NoncharitableAssetsYear4
Distribution Ratio Year4	0.050437	DistributionRatioYear4
Qualifying Distributions Year5	163568	QualifyingDistributionsYear5
Noncharitable Assets Year5	3923997	NoncharitableAssetsYear5
Distribution Ratio Year5	0.041684	DistributionRatioYear5
Total Distribution Ratio	0.233429	TotalDistributionRatio
Average Distribution Ratio	0.046686	AverageDistributionRatio
Net Noncharitable Assets	3212175	NetNoncharitableAssets
Adjusted Noncharitable Assets	149964	AdjustedNoncharitableAssets
One Percent Net Investment Income	1973	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	151937	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	154083	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	1973	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	1973	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	1973	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	587	EstTaxPaymentsAndOverpayment
Total Credits And Payments	587	TotalCreditsAndPayments
Penalty For Underpayment	17	PenaltyForUnderpayment
Tax Due	1403	TaxDue

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	LESLIE KAGAN	BooksInCareOfPersonName
Books In Care Of Phone Number	9785461188	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	2 OLD GARDEN ROAD	AddressLine1
City	ROCKPORT	City
State	MA	State
ZIP Code	01966	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	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
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 (4 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
LESLIE KAGAN
51 PINE STREET	ORONO	ME	04473	TRUSTEE	1.00	0	0	0
RONALD STRIAR
51 PINE STREET	ORONO	ME	04473	TRUSTEE	1.00	0	0	0
RICHARD GROSSMAN
51 PINE STREET	ORONO	ME	04473	TRUSTEE	1.00	0	0	0
CANDACE PLATZ
51 PINE STREET	ORONO	ME	04473	TRUSTEE	1.00	0	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

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	3077351	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	183740	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	3261091	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	3261091	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	48916	CashDeemedCharitable
Net Noncharitable Assets	3212175	NetNoncharitableAssets
Minimum Investment Return	160609	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	160609	MinimumInvestmentReturn
Tax Based On Investment Income	1973	TaxBasedOnInvestmentIncome
Total Tax	1973	TotalTax
Distributable Amount Before Adj	158636	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	158636	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	158636	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	154083	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	154083	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	1973	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	152110	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	158636	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	154083	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	154083	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	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	4553	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	LESLIE KAGAN	ContributingManager
Contributing Manager	CANDACE PLATZ	ContributingManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	LESLIE KAGAN	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	51 PINE STREET	AddressLine1
City	ORONO	City
State	ME	State
ZIP Code	04473	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	9785461188	RecipientPhoneNumber
Recipient Email Address	LKAGAN@KAGANASSOC.COM	RecipientEmailAddress
Form And Info And Materials	N/A	FormAndInfoAndMaterials
Submission Deadlines	N/A	SubmissionDeadlines
Restrictions On Awards	N/A	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (107 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
A SOCIETY OF SOULS
PO BOX 626	LEBANON	NJ	08833	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$3,000
ACADIA HOSPITAL
PO BOX 931	BANGOR	ME	044020931	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,500
ACCION INTERNATIONAL
PO BOX 84	TOMS RIVER	NJ	087540084	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
ACTION INC
180 MAIN ST	GLOUCESTER	MA	01930	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,500
ADVOCATES FOR CHILDREN
PO BOX 3316	AUBURN	ME	04212	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
AHA FOUNDATION
130 7TH AVE	NEW YORK	NY	10011	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$2,000
AMERICAN FDN FOR THE BLIND
PO BOX 96051	WASHINGTON	DC	200777624	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
AMERICAN FRIENDS OF MAGEN DAVID
PO BOX 96402	WASHINGTON	DC	200777929	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
AMERICAN INSTITUTE CANCER RESEAR
1759 R STREET NW	WASHINGTON	DC	200907167	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
AMERICAN JEWISH WORLD SERVICE
45 WEST 36TH STREET	NEW YORK	NY	10018	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,500
ANIMAL LEGAL DEFENSE FUND
PO BOX 96041	WASHINGTON	DC	200777136	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
ASPCA
PO BOX 96929	WASHINGTON	DC	200777127	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$200
BOSTON HEART HOME FUND
PO BOX 770001	CINCINNATI	OH	452770053	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$5,000
BROOKFIELD INSTITUTE
PO BOX 388	BROOKFIELD	MA	01506	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,000
CAMP STARFISH
1121 MAIN ST	LANCASTER	MA	01523	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$200
CAMP SUNSHINE
33 ACADIA RD	CASCO	ME	04015	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
CAPE ANN ANIMAL AID
4 PAWS LANE	GLOUCESTER	MA	01930	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
CAPE ANN FOOD PANTRY
28 EMERSON AVE	GLOUCESTER	MA	01930	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,500
CHAPLAINCY INSTITUTE
1442-A WALNUT ST	BERKELEY	CA	94709	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$2,000
CIRCLE OF TAPAWINGO
5124 HOLYROOD RD	PITTSBURGH	PA	152133810	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$300
CITIZENS ENERGY
88 BLACK FALON AVE	BOSTON	MA	02210	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,000
CLOUD FOUNDATION FREEDOM FUND
107 S 7TH ST	COLORADO SPRINGS	CO	80905	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$2,600
COMBINED JEWISH PHILANTHROPIES
126 HIGH ST	BOSTON	MA	021102700	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$3,600
CONCERNS OF POLICE SURVIVORS
PO BOX 96272	WASHINGTON	DC	200906272	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$50
CONGREGATION BETH ABRAHAM
145 YORK ST	BANGOR	ME	04401	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$165
CONGREGATION BETH ISRAEL
PO BOX 1726	BANGOR	ME	044021726	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,645
CORAL REEF ALLIANCES
351 CALIFORNIA ST	SAN FRANCISCO	CA	941042407	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
CORNELL UNIVERSITY OF VET MEDICAL
PO BOX 535267	PITTSBURGH	PA	152539874	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$2,000
CURE ALZHEIMER'S FUND
34 WASHINGTON ST	WELLESLEY HILLS	MA	02481	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$500
DANA FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WEST	BROOKLINE	MA	024457226	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$2,500
DEERFIELD ACADEMY
PO BOX 306	DEERFIELD	MA	01342	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$500
DEFENDERS OF WILDLIFE
PO BOX 1553	MERRIFIELD	VA	221161553	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
DISABLED AMERICAN VETERANS
PO BOX 14301	CINCINNATI	OH	452500301	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
EASTERN MAINE CHARITIES
PO BOX 931	BANGOR	ME	044020931	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$20,000
ENGENDER HEALTH
440 NINTH AVE	NEW YORK	NY	101172783	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
ENVIRONMENTAL DEFENSE FUND
PO BOX 5055	HAGERSTOWN	MD	217419729	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
ESSEX COUNTY GREENBELT
82 EASTERN AVE	ESSEX	MA	01929	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$200
FAMILY PLANNING ASSN OF ME
PO BOX 587	AUGUSTA	ME	043329970	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
FIRST LITERACY
160 BOYLSTON ST	BOSTON	MA	02116	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,000
FISHER CENTER FOR ALZHEIMER'S
1 INTREDID SQUARE	NEW YORK	NY	10036	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$2,500
FREEPORT GRIDIRON CLUB
30 SEQUOIA DR	FREEPORT	ME	04043	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$500
FRIENDS OF ISRAEL DEFENSE FORCE
1430 BROADWAY	NEW YORK	NY	10018	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$259
FRIENDS OF THE LIBRARY ROCKPORT
PO BOX 31	ROCKPORT	MA	01966	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$500
GLOBAL WILDLIFE CONSERVATION
PO BOX 129	AUSTIN	TX	787670129	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$2,000
GOOD SHEPERD FOOD BANK
PO BOX 1807	AUBURN	ME	042111807	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
GREATER ANDROSCOGGIN HUMANE SOCIETY
55 STRAWBERRY AVE	LEWISTON	ME	04240	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$5,000
GREATER MIAMI JEWISH FEDERATION
4200 BICAYNE BLVD	MIAMI	FL	331373279	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$6,500
GREENPEACE
PO BOX 90136	FREDERICKSBURG	VA	224049952	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$50
GROWTH THROUGH LEARNING
86 SHERMAN ST	CAMBRIDGE	MA	02140	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,500
HARVARD COLLEGE FUND
124 MOUNT AUBURN ST	CAMBRIDGE	MA	021385795	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$500
HEALTHCARE CHARITIES
PO BOX 931	BANGOR	ME	044029809	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$10,000
HOFFMAN INSTITUTE
1299 4TH ST	SAN RAFAEL	CA	94901	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,000
HUMANE SOCIETY OF THE US
PO BOX 52137	PHOENIX	AZ	850729995	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$200
INSTITUTE FOR AGING RESEARCH
1200 CENTRE ST	BOSTON	MA	02131	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,000
ISRAEL ENDOWMENT FUND
317 MADISON AVE	NEW YORK	NY	10017	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$750
ISRAEL NATIONAL THERAPEUTIC
15 INNINGWOOD RD	OSSINING	NY	10562	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,000
JEWISH FAMILY SERVICES METRO WEST
C/O HARVEY ZELLER	ROSELAND	NJ	07068	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$2,000
JEWISH FEDERATION OF COLLIER COUNTY
2500 VANDERBILT BEACH RD	NAPLE	FL	34109	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$2,500
JEWISH FEDERATION OF PALM BEACH
4601 COMMUNITY DR	WEST PALM BEACH	FL	33417	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$3,100
JEWISH MUSEUM OF MAINE
267 CONGRESS ST	PORTLAND	ME	04101	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,000
JEWISH VETERANS OF USA
PO BOX 1575	MERRIFIELD	VA	221169944	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$50
LAST STOP HORSE RESCUE
938 TAR RIDGE RD	PRENTISS	ME	04487	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$300
MAINE AUDOBON
20 GILSLAND FARM RD	FALMOUTH	ME	041052100	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
MAINE STATE SOCIETY PROTECTION
PO BOX 10	WINDHAM	ME	040820010	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
MIDDLEBURY COLLEGE
PAINTER HOUSE	MIDDLEBURY	VT	05753	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$5,000
MSPCA NEVINS FARM
METHUEN ACAD NEVINS FARM	METHUEN	MA	01844	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$500
NATIONAL BREAST CANCER COALITION
PO BOX 98114	WASHINGTON	DC	200777347	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
NATIONAL FDN FOR CANCER RESEARCH
PO BOX 96024	WASHINGTON	DC	200906024	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
NATIONAL WILDLIFE FEDERATION
PO BOX 1691	MERRIFIELD	VA	221161691	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
NATIONAL WOMENS HEALTH NETWORK
1413 K ST	WASHINGTON	DC	200053405	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
NATURAL RESOURCES COUNCIL OF ME
3 WADE ST	AUGUSTA	ME	043309913	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$50
NATURAL RESOURCES DEFENSE COUNCI
PO BOX 1830	MERRIFIELD	VA	221169729	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
NATURE CONSERVANCY
4245 NORTHFAIRFAX DR	ARLINGTON	VA	222031606	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$2,000
NATURE CONSERVANCY OF MAINE
PO BOX 6015	ALBERT LEA	MN	560076615	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$50
OCEAN CONSERVANCY
PO BOX 96003	WASHINGTON	DC	200906003	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
OPTIONS FOR CHILDREN IN ZAMBIA
20 DASSANCE DR	FOXBOROUGH	MA	02035	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$2,000
OXFAM AMERICA
226 CAUSEWAY ST	BOSTON	MA	02114	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$2,500
PARTNERS IN HEALTH
888 COMMONWEALTH AVE	BOSTON	MA	02215	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$2,000
PATHWAYS FOR CHILDREN
29 EMERSON AVE	GLOUCESTER	MA	01930	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,000
PHILHARMONIC CENTER FOR THE ARTS
5833 PELICAN BAY BLVD	NAPLES	FL	341082740	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,000
PHYSCIANS COMMITTEE FOR RESPONSI
PO BOX 96736	WASHINGTON	DC	200777541	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$50
PINE TREE LEGAL ASSISTANCE INC
PO BOX 547	PORTLAND	ME	041120547	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,000
PLANNED PARENHOOD FEDERATION OF
PO BOX 97166	WASHINGTON	DC	200777543	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$50
PLANNED PARENTHOOD OF NNE
128 LAKESIDE AVE	BURLINGTON	VT	054019821	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
RIDING TO THE TOP
PO BOX 1928	WINDHAM	ME	04062	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$2,000
ROCKPORT CHAMBER MUSIC
PO BOX 312	ROCKPORT	MA	01966	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$500
ROCKPORT POLICEUNITED WAY
PO BOX 203	ROCKPORT	MA	019660203	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$500
SALVATION ARMY
PO BOX 178	LEWISTON	ME	042430178	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$50
SMILE TRAIN
PO BOX 96231	WASHINGTON	DC	200906231	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
SOUTH WEST AUTISM RESEARCH CENTER
300 N 18TH ST	PHOENIX	AZ	85006	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,000
SOUTHERN POVERTY LAW CENTER
PO BOX 5632	MONTGOMERY	AL	361777459	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$50
SPECIAL OLYMPICS
PO BOX 2170	SOUTH PORTLAND	ME	041162170	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
TEMPLE BETH SHALOM
193 EAST PLEASANT AVE	LIVINGSTON	NJ	07039	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$4,000
TEMPLE SHALOM SYNAGOGUE CENTER
74 BRADMAN ST	AUBURN	ME	042106330	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,400
THE FUND FOR ANIMALS
PO BOX 52182	PHOENIX	AZ	850729997	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$50
TILTON SCHOOL
30 SCHOOL ST	TILTON	NH	03276	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$700
UJA OF NEW JERSEY
901 RT 10	WHIPPANY	NJ	07981	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,800
UNITED SERVICE ORGANIZATIONS
PO BOX 96860	WASHINGTON	DC	200777677	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
UNIVERSITY OF MAINE
PO BOX 370	ORONO	ME	044730370	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$3,500
UNIVERSITY OF MIAMI
1320 S DIXIE HWY	CORAL GABLES	FL	33146	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$2,500
UVM COLLEGE OF MEDICINE
411 MAIN ST	BURLINGTON	VT	05401	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$5,000
VETERINARY SCHOLARSHIP TRUST
PO BOX 3221	NORTH ATTLEBORO	MA	02761	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$100
WELLSPRING HOUSE
302 ESSEX AVE	GLOUCESTER	MA	01930	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,000
WOMEN TO WOMEN INTERNATIONAL
4455 CONNECTICUT AVE NW	WASHINGTON	DC	20008	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$1,600
WORLD JEWISH CONGRESS FOUNDATION
PO BOX 90400	WASHINGTON	DC	200900400	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$50
WOUNDED WARRIOR PROJCT
PO BOX 75816	TOPEKA	KS	666758516	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$50
YOUTH RENEWAL FUND
250 WEST 57TH ST	NEW YORK	NY	10107	NONE	PUBLIC CHARITY	OPERATIONAL SUPPORT	$750

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	144169	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)
Exclusion Code	14	ExclusionCode
Exclusion	$13,554	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$85,026	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$133,001	ExclusionAmount

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	EXCISE TAX REFUND	Description
Exclusion Code	01	ExclusionCode
Exclusion	$9,312	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$240,893	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	240893	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo (2 entries)

Contributor NumberContributorNumber	Contributor Name IndividualContributorNameIndividual	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Person Contribution TypePersonContributionType
1	LESLIE KAGAN	51 PINE STREET	ORONO	ME	04473	10000	X
2	CANDACE PLATZ	51 PINE STREET	ORONO	ME	04473	10000	X

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING & TAX PREP	Category
Amount	$2,168	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	6505	DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
EOY Book Value	2312233	EOYBookValue
EOYFMV	2496659	EOYFMV

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	174813	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	268911	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	0	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	0	StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	MUTUAL FUNDS	CategoryOrItem
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMV
Book Value	434058	BookValue
EOYFMV	428011	EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	BOOK BASIS VERSUS TAX BASIS	Description
Amount	$46,980	Amount

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	EXCISE TAX REFUND	Description
Revenue And Expenses Per Books	9312	RevenueAndExpensesPerBooks
Adjusted Net Income	9312	AdjustedNetIncome

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	BOY Book ValueBOYBookValue	EOY Book ValueEOYBookValue
PAYROLL WITHHOLDING	755	0
MARGIN LOAN	0	84662

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
PAYROLL TAXES	$935	0	0
FOREIGN TAXES	$0	2970	0

MAX KAGAN FAMILY FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (107 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo (2 entries)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments