STEPHEN & TABITHA KING FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN & TABITHA KING FOUNDATION (EIN 13-3364647)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201323189349101152
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T12:40:33-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113518842 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH & SHRON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | 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 | 133364647 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN & TABITHA KING FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STEP | NameControl |
| Phone | 2125038800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MARKS PANETH SHRON685 THIRD AVE | AddressLine1 |
| Address Line2 | NO 5TH FL | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN KING | Name |
| Title | PRESIDENT | Title |
| Phone | 2125038800 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT LYONS | Name |
| PTIN | P00227472 | PTIN |
| Phone | 2125038800 | Phone |
| 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 150586 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1526738 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 19113 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 19113 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 700916 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1171248 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 700916 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2246767 | TotalRevenueAndExpenses |
| Total Net Investment Income | 720029 | 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 |
| Taxes Rev And Expnss | 2061 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2061 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 938 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 21662 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2126 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 19536 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 24661 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4187 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 19536 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2838844 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2838844 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2863505 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4187 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2858380 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -616738 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 715842 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 342680 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 149178 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 149178 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 422298 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 0 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 0 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 4887 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 3479 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 2346 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 1408 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 1408 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 767324 | TotalAssetsBOY |
| Total Assets EOY | 150586 | TotalAssetsEOY |
| Total Assets EOYFMV | 150586 | 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 | 767324 | RetainedEarningsBOY |
| Retained Earnings EOY | 150586 | RetainedEarningsEOY |
| Total Net Assets BOY | 767324 | TotalNetAssetsBOY |
| Total Net Assets EOY | 150586 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 767324 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 150586 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 767324 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -616738 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 150586 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 150586 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (257 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 5 F5 NETWORKS INC COM | P | 2011-09-26 | 2012-01-12 | 554 | 370 | 184 | 184 |
| 30 JUNIPER NETWORKS INC COM | P | 2011-01-20 | 2012-01-12 | 638 | 1060 | -422 | -422 |
| 5 JUNIPER NETWORKS INC COM | P | 2011-06-22 | 2012-01-12 | 106 | 150 | -44 | -44 |
| 10 JUNIPER NETWORKS INC COM | P | 2011-11-16 | 2012-01-12 | 213 | 245 | -32 | -32 |
| 5 JUNIPER NETWORKS INC COM | P | 2011-09-26 | 2012-01-12 | 106 | 94 | 12 | 12 |
| 10 ORACLE CORP COM | P | 2011-11-16 | 2012-01-12 | 270 | 330 | -60 | -60 |
| 20 HENRY SCHEIN INC COM | P | 2011-02-18 | 2012-01-12 | 1359 | 1373 | -14 | -14 |
| 5 KRAFT FOODS INC COM CL A | P | 2011-11-16 | 2012-01-19 | 192 | 178 | 14 | 14 |
| 5 MCCORMICK & CO INC COM | P | 2011-11-16 | 2012-01-19 | 258 | 248 | 10 | 10 |
| 5 MCDONALDS CORP COM | P | 2011-09-26 | 2012-01-19 | 505 | 439 | 66 | 66 |
| 5 SUNCOR ENERGY INC FGN COM | P | 2011-04-25 | 2012-01-19 | 169 | 228 | -59 | -59 |
| 98 PIMCO COMMODITY REALRETURN STRAT OPEN-END FUND INSTL | P | 2011-04-25 | 2012-02-06 | 680 | 988 | -308 | -308 |
| 625 PIMCO COMMODITY REALRETURN STRAT OPEN-END FUND INSTL | P | 2011-03-25 | 2012-02-06 | 4338 | 6006 | -1668 | -1668 |
| 5.138 PIMCO COMMODITY REALRETURN STRAT OPEN-END | P | 2011-12-07 | 2012-02-06 | 36 | 39 | -3 | -3 |
| 21.597 PIMCO COMMODITY REALRETURN STRAT OPEN-END | P | 2011-12-07 | 2012-02-06 | 150 | 242 | -92 | -92 |
| 1 GOGGLE INC COM CL A | P | 2011-09-26 | 2012-03-29 | 653 | 518 | 135 | 135 |
| 10 SMUCKER J M CO COM | P | 2011-06-22 | 2012-04-26 | 790 | 783 | 7 | 7 |
| 5 SMUCKER J M CO COM | P | 2011-11-16 | 2012-04-26 | 395 | 376 | 19 | 19 |
| 10 JP MORGAN CHASE & CO COM | P | 2012-05-08 | 2012-05-18 | 330 | 418 | -88 | -88 |
| .5 PHILLIPS 66 COM | P | 2011-11-16 | 2012-05-18 | 16 | 20 | -4 | -4 |
| 5 AMERICAN WATER WORKS CO INC COM | P | 2012-05-08 | 2012-06-18 | 169 | 169 | 0 | 0 |
| 5 AMERICAN WATER WORKS CO INC COM | P | 2011-11-16 | 2012-06-18 | 169 | 154 | 15 | 15 |
| 40 AMERICAN WATER WORKS CO INC COM | P | 2011-10-03 | 2012-06-18 | 1350 | 1216 | 134 | 134 |
| 5 BANK OF NEW YORK MELLON CORP COM | P | 2011-06-22 | 2012-06-18 | 105 | 131 | -26 | -26 |
| 5 BANK OF NEW YORK MELLON CORP COM | P | 2012-05-08 | 2012-06-18 | 105 | 115 | -10 | -10 |
| 5 BANK OF NEW YORK MELLON CORP COM | P | 2011-11-16 | 2012-06-18 | 105 | 101 | 4 | 4 |
| 5 BANK OF NEW YORK MELLON CORP COM | P | 2011-09-26 | 2012-06-18 | 105 | 93 | 12 | 12 |
| 5 BANK OF NOVA SCOTIA FGN | P | 2012-05-08 | 2012-06-18 | 252 | 266 | -14 | -14 |
| 5 BANK OF NOVA SCOTIA FGN | P | 2011-11-16 | 2012-06-18 | 252 | 251 | 1 | 1 |
| 5 BANK OF NOVA SCOTIA FGN | P | 2011-09-26 | 2012-06-18 | 252 | 243 | 9 | 9 |
| 5 BARRICK GOLD CORP FGN COM | P | 2011-11-16 | 2012-06-18 | 199 | 262 | -63 | -63 |
| 20 BARRICK GOLD CORP FGN COM | P | 2011-09-26 | 2012-06-18 | 798 | 917 | -119 | -119 |
| 5 CELGENE CORP COM | P | 2011-11-16 | 2012-06-18 | 330 | 329 | 1 | 1 |
| 5 CELGENE CORP COM | P | 2011-09-26 | 2012-06-18 | 330 | 312 | 18 | 18 |
| 5 CHEVRON CORP COM | P | 2012-01-04 | 2012-06-18 | 518 | 550 | -32 | -32 |
| 25 CHEVRON CORP COM | P | 2011-12-13 | 2012-06-18 | 2588 | 2625 | -37 | -37 |
| 5 CHEVRON CORP COM | P | 2011-12-14 | 2012-06-18 | 518 | 515 | 3 | 3 |
| 5 CHEVRON CORP COM | P | 2012-05-08 | 2012-06-18 | 518 | 514 | 4 | 4 |
| 5 COCA COLA CO COM | P | 2011-09-26 | 2012-06-18 | 380 | 340 | 40 | 40 |
| 5 COCA COLA CO COM | P | 2011-11-16 | 2012-06-18 | 380 | 339 | 41 | 41 |
| 5 CONOCOPHILLIPS COM | P | 2011-11-16 | 2012-06-18 | 275 | 275 | 0 | 0 |
| 15 CONOCOPHILLIPS COM | P | 2011-12-13 | 2012-06-18 | 824 | 819 | 5 | 5 |
| 5 CONOCOPHILLIPS COM | P | 2011-12-14 | 2012-06-18 | 275 | 268 | 7 | 7 |
| 15 CONOCOPHILLIPS COM | P | 2011-08-26 | 2012-06-18 | 824 | 758 | 66 | 66 |
| 5 CONOCOPHILLIPS COM | P | 2011-09-26 | 2012-06-18 | 275 | 240 | 35 | 35 |
| 15 COSTCO WHOLESALE CORP COM | P | 2011-10-17 | 2012-06-18 | 1377 | 1235 | 142 | 142 |
| 5 DEERE & CO COM | P | 2011-11-16 | 2012-06-18 | 375 | 391 | -16 | -16 |
| 10 WALT DISNEY CO COM | P | 2012-05-08 | 2012-06-18 | 472 | 439 | 33 | 33 |
| 10 WALT DISNEY CO COM | P | 2011-09-26 | 2012-06-18 | 472 | 301 | 171 | 171 |
| 5 EMC CORP COM | P | 2012-05-08 | 2012-06-18 | 125 | 138 | -13 | -13 |
| 5 EMC CORP COM | P | 2011-06-22 | 2012-06-18 | 125 | 133 | -8 | -8 |
| 10 EMC CORP COM | P | 2011-09-26 | 2012-06-18 | 251 | 209 | 42 | 42 |
| 25 ENERGEN CORP COM | P | 2011-12-14 | 2012-06-18 | 1088 | 1197 | -109 | -109 |
| 5 FAMILY DLR STORES INC COM | P | 2012-05-08 | 2012-06-18 | 365 | 338 | 27 | 27 |
| 30 FAMILY DLR STORES INC COM | P | 2012-04-26 | 2012-06-18 | 2190 | 2010 | 180 | 180 |
| 5 H J HEINZ CO COM | P | 2012-05-08 | 2012-06-18 | 274 | 269 | 5 | 5 |
| 5 H J HEINZ CO COM | P | 2011-06-22 | 2012-06-18 | 274 | 269 | 5 | 5 |
| 5 H T HFIN7 CO COM | P | 2011-11-16 | 2012-06-18 | 274 | 266 | 8 | 8 |
| 85 INTEL CORP COM | P | 2012-03-29 | 2012-06-18 | 2335 | 2363 | -28 | -28 |
| 10 INTEL CORP COM | P | 2012-05-08 | 2012-06-18 | 275 | 276 | -1 | -1 |
| 10 INTERNATIONAL BUSINESS MACHS COM | P | 2012-01-12 | 2012-06-18 | 1985 | 1817 | 168 | 168 |
| 20 ISHARES MSCI CANADA INDEX FD CLOSED-END FUND | P | 2011-06-22 | 2012-06-18 | 516 | 620 | -104 | -104 |
| 25 ISHARES S&P 500 INDEX FD | P | 2012-02-21 | 2012-06-18 | 3389 | 3420 | -31 | -31 |
| 25 ISHARES S&P 500 INDEX FD | P | 2012-02-09 | 2012-06-18 | 3389 | 3387 | 2 | 2 |
| 50 ISHARES S&P 500 INDEX FD | P | 2012-01-04 | 2012-06-18 | 6777 | 6385 | 392 | 392 |
| 25 ISHARES S&P 500 INDEX FD | P | 2011-12-14 | 2012-06-18 | 3389 | 3076 | 313 | 313 |
| 25 ISHARES S&P SMALLCAP 600 | P | 2012-01-19 | 2012-06-18 | 1778 | 1794 | -16 | -16 |
| 25 ISHARES S&P SMALLCAP 600 | P | 2011-06-22 | 2012-06-18 | 1778 | 1785 | -7 | -7 |
| 5 JP MORGAN CHASE & CO COM | P | 2011-11-16 | 2012-06-18 | 174 | 162 | 12 | 12 |
| 5 JOHNSON & JOHNSON COM | P | 2012-01-19 | 2012-06-18 | 331 | 325 | 6 | 6 |
| 5 JOHNSON & JOHNSON COM | P | 2012-05-08 | 2012-06-18 | 331 | 324 | 7 | 7 |
| 35 JOHNSON & JOHNSON COM | P | 2011-12-01 | 2012-06-18 | 2318 | 2260 | 58 | 58 |
| 5 JOHNSON CONTROLS INC COM | P | 2012-05-08 | 2012-06-18 | 140 | 157 | -17 | -17 |
| 10 KRAFT FOODS INC COM CL A | P | 2012-05-08 | 2012-06-18 | 390 | 393 | -3 | -3 |
| 30 KRAFT FOODS INC COM CL A | P | 2011-09-01 | 2012-06-18 | 1170 | 1049 | 121 | 121 |
| 10 KRAFT FOODS INC COM CL A | P | 2011-09-26 | 2012-06-18 | 390 | 339 | 51 | 51 |
| 88 LAZARD EMERGING MARKETS | P | 2012-01-23 | 2012-06-18 | 1557 | 1623 | -66 | -66 |
| 11.542 LAZARD EMERGING MARKETS EQUITY OPEN-END FUND INSTL | P | 2011-12-29 | 2012-06-18 | 204 | 199 | 5 | 5 |
| 5 MASTERCARD INC COM CL A | P | 2012-01-19 | 2012-06-18 | 2132 | 1756 | 376 | 376 |
| 5 MCCORMICK & CO INC COM | P | 2012-05-08 | 2012-06-18 | 291 | 281 | 10 | 10 |
| 50 MCCORMICK & CO INC COM | P | 2011-07-28 | 2012-06-18 | 2905 | 2460 | 445 | 445 |
| 5 MCCORMICK & CO INC COM | P | 2011-09-26 | 2012-06-18 | 291 | 235 | 56 | 56 |
| 5 MCDONALDS CORP COM | P | 2011-09-15 | 2012-06-18 | 451 | 438 | 13 | 13 |
| 5 METLIFE INC COM | P | 2012-05-08 | 2012-06-18 | 147 | 172 | -25 | -25 |
| 5 METLIFE INC COM | P | 2011-11-16 | 2012-06-18 | 147 | 164 | -17 | -17 |
| 5 METLIFE INC COM | P | 2011-09-26 | 2012-06-18 | 147 | 137 | 10 | 10 |
| 5 MICROSOFT CORP COM | P | 2012-05-08 | 2012-06-18 | 149 | 153 | -4 | -4 |
| 10 MICROSOFT CORP COM | P | 1934-01-20 | 2012-06-18 | 298 | 279 | 19 | 19 |
| 10 NEXTERA ENERGY INC COM | P | 2011-12-01 | 2012-06-18 | 680 | 559 | 121 | 121 |
| 5 NEXTERA FNFRCY TNC COM | P | 2011-09-26 | 2012-06-18 | 340 | 271 | 69 | 69 |
| 5 NIKE INC COM CL B | P | 2012-05-08 | 2012-06-18 | 507 | 546 | -39 | -39 |
| 10 NIKE INC COM CL B | P | 2011-07-01 | 2012-06-18 | 1014 | 897 | 117 | 117 |
| 5 NIKE INC COM CL B | P | 2011-09-26 | 2012-06-18 | 507 | 439 | 68 | 68 |
| 15 NORFOLK SOUTHERN CORP COM | P | 2012-01-19 | 2012-06-18 | 1060 | 1146 | -86 | -86 |
| 5 NORFOLK SOUTHERN CORP COM | P | 2012-02-09 | 2012-06-18 | 353 | 363 | -10 | -10 |
| 5 NOVARTIS AG ADR | P | 2011-07-28 | 2012-06-18 | 270 | 306 | -36 | -36 |
| 15 NOVARTIS AG ADR | P | 2011-06-22 | 2012-06-18 | 810 | 910 | -100 | -100 |
| 5 NOVARTIS AG ADR | P | 2011-11-16 | 2012-06-18 | 270 | 278 | -8 | -8 |
| 5 NOVARTIS AG ADR | P | 2011-09-26 | 2012-06-18 | 270 | 273 | -3 | -3 |
| 5 NOVARTIS AG ADR | P | 2012-05-08 | 2012-06-18 | 270 | 270 | 0 | 0 |
| 5 OCCIDENTAL PETE CORP DEL | P | 2012-05-08 | 2012-06-18 | 416 | 431 | -15 | -15 |
| 5 OCCIDENTAL PETE CORP DEL | P | 2011-09-26 | 2012-06-18 | 416 | 362 | 54 | 54 |
| 5 ORACLE CORP COM | P | 2012-05-08 | 2012-06-18 | 135 | 139 | -4 | -4 |
| 10 PFIZER INC COM | P | 2012-05-08 | 2012-06-18 | 225 | 225 | 0 | 0 |
| 75 PFIZER INC COM | P | 2012-01-12 | 2012-06-18 | 1691 | 1648 | 43 | 43 |
| 1.5 PHILLIPS 66 COM | P | 2011-11-16 | 2012-06-18 | 51 | 61 | -10 | -10 |
| 2PHILLIPS 66 COM | P | 2011-12-14 | 2012-06-18 | 68 | 80 | -12 | -12 |
| 35 PHILLIPS 66 COM | P | 2012-05-10 | 2012-06-18 | 1185 | 1168 | 17 | 17 |
| 8 PHILLIPS 66 COM | P | 2011-12-13 | 2012-06-18 | 271 | 243 | 28 | 28 |
| 75 PHILLIPS 66 COM | P | 2011-08-26 | 2012-06-18 | 254 | 225 | 29 | 29 |
| 3PHILLIPS 66 COM | P | 2011-09-26 | 2012-06-18 | 102 | 71 | 31 | 31 |
| 10 PRAXAIR INC COM | P | 2011-12-21 | 2012-06-18 | 1062 | 1059 | 3 | 3 |
| 5 T ROWE PRICE GROUP INC COM | P | 2012-05-08 | 2012-06-18 | 303 | 300 | 3 | 3 |
| 5 PROCTER & GAMBLE CO COM | P | 2012-05-08 | 2012-06-18 | 310 | 321 | -11 | -11 |
| 5 PROCTER & GAMBLE CO COM | P | 2011-11-16 | 2012-06-18 | 310 | 319 | -9 | -9 |
| 5 PROCTER & GAMBLE CO COM | P | 2011-09-26 | 2012-06-18 | 310 | 310 | 0 | 0 |
| 60 PUBLIC SERVICE ENTERPRISE GROUP COM | P | 2011-12-01 | 2012-06-18 | 1925 | 1973 | -48 | -48 |
| 5 PUBLIC SERVICE ENTERPRISE GROUP COM | P | 2012-05-08 | 2012-06-18 | 160 | 156 | 4 | 4 |
| 5 QUALCOMM INC COM | P | 2012-05-08 | 2012-06-18 | 285 | 309 | -24 | -24 |
| 5 OUALCOMM INC COM | P | 2011-11-16 | 2012-06-18 | 285 | 289 | -4 | -4 |
| 5 QUALCOMM INC COM | P | 2011-06-22 | 2012-06-18 | 285 | 269 | 16 | 16 |
| 5 HENRY SCHEIN INC COM | P | 2012-05-08 | 2012-06-18 | 395 | 387 | 8 | 8 |
| 10 HENRY SCHEIN INC COM | P | 2011-11-16 | 2012-06-18 | 790 | 644 | 146 | 146 |
| 5 HENRY SCHEIN INC COM | P | 2011-09-26 | 2012-06-18 | 395 | 310 | 85 | 85 |
| 5 STARBUCKS CORP COM | P | 2012-05-08 | 2012-06-18 | 270 | 271 | -1 | -1 |
| 35 STARBUCKS CORP COM | P | 2012-02-06 | 2012-06-18 | 1887 | 1696 | 191 | 191 |
| 5 SUNCOR ENERGY INC FGN COM | P | 2011-11-16 | 2012-06-18 | 143 | 164 | -21 | -21 |
| 5 TJX COS INC NEW COM | P | 2012-05-08 | 2012-06-18 | 215 | 206 | 9 | 9 |
| 5 TEVA PHARMACEUTICAL INDS LTD SPONS ADR | P | 2012-05-08 | 2012-06-18 | 190 | 222 | -32 | -32 |
| 5 THERMO FISHER SCIENTIFIC INC COM | P | 2011-11-16 | 2012-06-18 | 254 | 245 | 9 | 9 |
| 5 UNITED PARCEL SERVICE INC COM CL B | P | 2012-05-08 | 2012-06-18 | 389 | 389 | 0 | 0 |
| 5 UNITED PARCEL SERVICE INC COM CL B | P | 2012-01-04 | 2012-06-18 | 389 | 370 | 19 | 19 |
| 20 UNITED PARCEL SERVICE INC COM CL B | P | 2011-12-21 | 2012-06-18 | 1558 | 1455 | 103 | 103 |
| 10 UNITED TECHNOLOGIES CORP | P | 2011-11-16 | 2012-06-18 | 749 | 787 | -38 | -38 |
| 5 UNITED TECHNOLOGIES CORP | P | 2012-05-08 | 2012-06-18 | 375 | 391 | -16 | -16 |
| 5 ACCENTURE PLC FGN COM CL A | P | 2012-05-08 | 2012-06-18 | 294 | 299 | -5 | -5 |
| 5 ACCENTURE PLC FGN COM CL A | P | 2011-11-16 | 2012-06-18 | 294 | 291 | 3 | 3 |
| 5 ACCENTURE PLC FGN COM CL A | P | 2011-09-26 | 2012-06-18 | 294 | 253 | 41 | 41 |
| 10 XL GROUP PLC FGN COM | P | 2011-11-16 | 2012-06-18 | 200 | 206 | -6 | -6 |
| 10 XL GROUP PLC FGN COM | P | 2011-09-26 | 2012-06-18 | 200 | 186 | 14 | 14 |
| 10 APACHE CORP COM | P | 2009-11-20 | 2012-01-04 | 953 | 959 | -6 | -6 |
| 5 TEVA PHARMACEUTICAL INDS LTD SPONS ADR | P | 2005-05-25 | 2012-01-04 | 215 | 168 | 47 | 47 |
| 5 F5 NETWORKS INC COM | P | 2010-04-09 | 2012-01-12 | 554 | 319 | 235 | 235 |
| 15 F5 NETWORKS INC COM | P | 2010-03-02 | 2012-01-12 | 1663 | 877 | 786 | 786 |
| 5 ORACLE CORP COM | P | 2009-03-16 | 2012-01-12 | 135 | 76 | 59 | 59 |
| 50 ORACLE CORP COM | P | 2005-05-25 | 2012-01-12 | 1349 | 639 | 710 | 710 |
| 10 TEVA PHARMACEUTICAL INDS LTD SPONS ADR | P | 2005-05-25 | 2012-01-12 | 442 | 336 | 106 | 106 |
| 15 TEVA PHARMACEUTICAL INDS LTD SPONS ADR | P | 2005-08-19 | 2012-01-12 | 664 | 500 | 164 | 164 |
| 15 THERMO FISHER SCIENTIFIC INC COM | P | 2007-05-21 | 2012-01-12 | 749 | 803 | -54 | -54 |
| 10 THERMO FISHER SCIENTIFIC INC COM | P | 2007-08-03 | 2012-01-12 | 499 | 534 | -35 | -35 |
| 15 VMWARE INC COM CL A | P | 2010-05-14 | 2012-01-12 | 1318 | 901 | 417 | 417 |
| 10 CUMMINS INC COM | P | 2010-08-13 | 2012-01-19 | 1049 | 796 | 253 | 253 |
| S FEDEX CORP COM | P | 2010-01-21 | 2012-01-19 | 465 | 409 | 56 | 56 |
| 5 TEVA PHARMACEUTICAL INDS LTD SPONS ADR | P | 2005-08-19 | 2012-01-19 | 227 | 167 | 60 | 60 |
| 10 AMAZON COM INC COM | P | 2009-03-16 | 2012-02-06 | 1846 | 678 | 1168 | 1168 |
| 1 APPLE INC COM | P | 2008-10-16 | 2012-03-29 | 612 | 99 | 513 | 513 |
| 35 EMC CORP COM | P | 2011-02-11 | 2012-03-29 | 1028 | 950 | 78 | 78 |
| 1 GOOGLE INC COM CL A | P | 2008-10-06 | 2012-03-29 | 653 | 361 | 292 | 292 |
| 15 SMUCKER J M CO COM | P | 2010-07-28 | 2012-04-26 | 1185 | 953 | 232 | 232 |
| 20 SCHLUMBERGER LTD COM | P | 1988-07-07 | 2012-05-10 | 1416 | 155 | 1261 | 1261 |
| 5 JP MORGAN CHASE & CO COM | P | 2008-05-01 | 2012-05-18 | 165 | 241 | -76 | -76 |
| 5 JP MORGAN CHASE & CO COM | P | 2008-10-16 | 2012-05-18 | 165 | 192 | -27 | -27 |
| 5 JP MORGAN CHASE & CO COM | P | 2008-08-20 | 2012-05-18 | 165 | 178 | -13 | -13 |
| 5 AMAZON COM INC COM | P | 2009-03-16 | 2012-06-18 | 1114 | 339 | 775 | 775 |
| 4APPLE INC COM | P | 2008-10-16 | 2012-06-18 | 2340 | 395 | 1945 | 1945 |
| 5APPLE INC COM | P | 2008-10-06 | 2012-06-18 | 2925 | 446 | 2479 | 2479 |
| 40 BANK OF NEW YORK MELLON CORP COM | P | 2011-04-07 | 2012-06-18 | 838 | 1212 | -374 | -374 |
| 45 BANK OF NOVA SCOTIA FGN | P | 2009-11-20 | 2012-06-18 | 2271 | 2039 | 232 | 232 |
| 5 CATERPILLAR INC DEL COM | P | 2007-08-03 | 2012-06-18 | 434 | 399 | 35 | 35 |
| 10 CATERPILLAR INC DEL COM | P | 2007-10-01 | 2012-06-18 | 868 | 787 | 81 | 81 |
| 25 CELGENE CORP COM | P | 2010-01-21 | 2012-06-18 | 1648 | 1451 | 197 | 197 |
| 10 COCA COLA CO COM | P | 2011-02-18 | 2012-06-18 | 760 | 647 | 113 | 113 |
| 25 COCA COLA CO COM | P | 2011-02-16 | 2012-06-18 | 1900 | 1583 | 317 | 317 |
| 15 DEERE & CO COM | P | 2011-01-20 | 2012-06-18 | 1124 | 1339 | -215 | -215 |
| 65 WALT DISNEY CO COM | P | 1989-02-09 | 2012-06-18 | 3068 | 398 | 2670 | 2670 |
| 35 EMC CORP COM | P | 2011-02-11 | 2012-06-18 | 878 | 950 | -72 | -72 |
| 15 EXXON MOBIL CORP COM | P | 1984-10-18 | 2012-06-18 | 1243 | 78 | 1165 | 1165 |
| 10 FEDEX CORP COM | P | 2010-01-21 | 2012-06-18 | 884 | 818 | 66 | 66 |
| 5 FRANKLIN RES INC COM | P | 2007-03-30 | 2012-06-18 | 537 | 602 | -65 | -65 |
| 10 FRANKLIN RES INC COM | P | 2008-01-15 | 2012-06-18 | 1075 | 998 | 77 | 77 |
| 3 GOGGLE INC COM CL A | P | 2008-10-06 | 2012-06-18 | 1718 | 1082 | 636 | 636 |
| 125 HARBOR INTERNATIONAL FD | P | 2010-06-24 | 2012-06-18 | 6788 | 6290 | 498 | 498 |
| 25 H J HEINZ CO COM | P | 2011-04-28 | 2012-06-18 | 1372 | 1278 | 94 | 94 |
| 115 ISHARES MSCI CANADA INDEX FD CLOSED-END FUND | P | 2011-03-25 | 2012-06-18 | 2969 | 3847 | -878 | -878 |
| 10 ISHARES MSCI CANADA INDEX FD CLOSED-END FUND | P | 2011-02-18 | 2012-06-18 | 258 | 332 | -74 | -74 |
| 65 ISHARES MSCI CANADA INDEX FD CLOSED-END FUND | P | 2011-01-20 | 2012-06-18 | 1678 | 1995 | -317 | -317 |
| 25 ISHARES MSCI PAC EX-JPN INDEX FD CLOSED-END FUND | P | 2010-12-13 | 2012-06-18 | 1019 | 1185 | -166 | -166 |
| 100 ISHARES MSCI PAC EX-JPN INDEX FD CLOSED-END FUND | P | 2010-10-14 | 2012-06-18 | 4075 | 4643 | -568 | -568 |
| 25 ISHARES S&P MIDCAP 400 INDEX FD CLOSED-END FUND | P | 2011-04-25 | 2012-06-18 | 2316 | 2484 | -168 | -168 |
| 25 ISHARES S&P MIDCAP 400 INDEX FD CLOSED-END FUND | P | 2011-02-18 | 2012-06-18 | 2316 | 2458 | -142 | -142 |
| 20 ISHARES S&P MIDCAP 400 INDEX FD CLOSED-END FUND | P | 2010-05-12 | 2012-06-18 | 1853 | 1624 | 229 | 229 |
| 5 ISHARES S&P MIDCAP 400 INDEX FD CLOSED-END FUND | P | 2010-03-02 | 2012-06-18 | 463 | 377 | 86 | 86 |
| 175 ISHARES S&P MIDCAP 400 INDEX FD CLOSED-END FUND | P | 2010-06-02 | 2012-06-18 | 16215 | 14843 | 1372 | 1372 |
| 25 ISHARESUEMIDCAP 400 INDEX FD CLOSED-END FUND | P | 2009-11-20 | 2012-06-18 | 2316 | 1715 | 601 | 601 |
| 100 ISHARES S&P MIDCAP 400 INDEX FD CLOSED-END FUND | P | 2008-10-16 | 2012-06-18 | 9266 | 5461 | 3805 | 3805 |
| 20 ISHARES S&P SMALLCAP 600 | P | 2010-06-01 | 2012-06-18 | 1423 | 1155 | 268 | 268 |
| 55 ISHARES S&P SMALLCAP 600 | P | 2009-05-05 | 2012-06-18 | 3913 | 2454 | 1459 | 1459 |
| 25 ISHARES S&P SMALLCAP 600 | P | 2009-05-13 | 2012-06-18 | 1778 | 1072 | 706 | 706 |
| 15 JP MORGAN CHASE & CO COM | P | 2008-08-20 | 2012-06-18 | 522 | 533 | -11 | -11 |
| 20 JP MORGAN CHASE & CO COM | P | 2009-02-05 | 2012-06-18 | 695 | 496 | 199 | 199 |
| 25 JOHNSON CONTROLS INC COM | P | 2008-06-17 | 2012-06-18 | 700 | 830 | -130 | -130 |
| 10 JOHNSON CONTROLS INC COM | P | 2008-10-06 | 2012-06-18 | 280 | 248 | 32 | 32 |
| 10 JOHNSON CONTROLS INC COM | P | 2009-06-17 | 2012-06-18 | 280 | 208 | 72 | 72 |
| 5 JOHNSON CONTROLS INC COM | P | 2008-10-16 | 2012-06-18 | 140 | 102 | 38 | 38 |
| 35 KRAFT FOODS INC COM CL A | P | 2011-05-19 | 2012-06-18 | 1365 | 1226 | 139 | 139 |
| 400 LAZARD EMERGING MARKETS | P | 2010-06-24 | 2012-06-18 | 7076 | 7244 | -168 | -168 |
| 15 MCDONALDS CORP COM | P | 2004-08-17 | 2012-06-18 | 1353 | 388 | 965 | 965 |
| 15 MCKESSON CORP COM | P | 2011-02-04 | 2012-06-18 | 1379 | 1155 | 224 | 224 |
| 5 METLIFE INC COM | P | 2011-01-20 | 2012-06-18 | 147 | 229 | -82 | -82 |
| 25 METLIFE INC COM | P | 2010-12-13 | 2012-06-18 | 733 | 1103 | -370 | -370 |
| 20 MICROSOFT CORP COM | P | 2002-02-01 | 2012-06-18 | 596 | 629 | -33 | -33 |
| 25 MICROSOFT CORP COM | P | 2006-12-14 | 2012-06-18 | 745 | 739 | 6 | 6 |
| 5 MICROSOFT CORP COM | P | 2008-10-16 | 2012-06-18 | 149 | 116 | 33 | 33 |
| 20 NEXTERA ENERGY INC COM | P | 2010-07-28 | 2012-06-18 | 1360 | 1074 | 286 | 286 |
| 5 NEXTERA ENERGY INC COM | P | 2010-08-16 | 2012-06-18 | 340 | 261 | 79 | 79 |
| 20 OCCIDENTAL PETE CORP DEL | P | 2010-05-06 | 2012-06-18 | 1662 | 1601 | 61 | 61 |
| 50 ORACLE CORP COM | P | 2005-05-25 | 2012-06-18 | 1352 | 639 | 713 | 713 |
| 15 PEPSICO INC COM | P | 2004-02-25 | 2012-06-18 | 1044 | 781 | 263 | 263 |
| 15 T ROWE PRICE GROUP INC COM | P | 2008-01-15 | 2012-06-18 | 908 | 789 | 119 | 119 |
| 5 T ROWE PRICE GROUP INC COM | P | 2008-02-05 | 2012-06-18 | 303 | 253 | 50 | 50 |
| 5 T ROWE PRICE GROUP INC COM | P | 2008-10-06 | 2012-06-18 | 303 | 226 | 77 | 77 |
| 10 T ROWE PRICE GROUP INC COM | P | 2008-10-16 | 2012-06-18 | 606 | 379 | 227 | 227 |
| 30 PROCTER & GAMBLE CO COM | P | 2004-01-23 | 2012-06-18 | 1860 | 1493 | 367 | 367 |
| 35 QUALCOMM INC COM | P | 2011-02-18 | 2012-06-18 | 1994 | 2066 | -72 | -72 |
| 5 OUALCOMM INC COM | P | 2011-05-19 | 2012-06-18 | 285 | 284 | 1 | 1 |
| 5 HENRY SCHEIN INC COM | P | 2011-02-18 | 2012-06-18 | 395 | 343 | 52 | 52 |
| 20 SUNCOR ENERGY INC FGN COM | P | 2011-04-25 | 2012-06-18 | 571 | 911 | -340 | -340 |
| 25 SUNCOR ENERGY INC FGN COM | P | 2011-02-18 | 2012-06-18 | 713 | 1132 | -419 | -419 |
| 50 TJX COS INC NEW COM | P | 2010-12-13 | 2012-06-18 | 2149 | 1108 | 1041 | 1041 |
| 30 TEVA PHARMACEUTICAL INDS LTD SPONS ADR | P | 2005-08-19 | 2012-06-18 | 1138 | 999 | 139 | 139 |
| 15 THERMO FISHER SCIENTIFIC INC COM | P | 2008-10-16 | 2012-06-18 | 762 | 610 | 152 | 152 |
| 10 THERMO FISHER SCIENTIFIC INC COM | P | 2009-03-16 | 2012-06-18 | 508 | 350 | 158 | 158 |
| 10 UNITED TECHNOLOGIES CORP | P | 2008-01-15 | 2012-06-18 | 749 | 717 | 32 | 32 |
| 10 UNITED TECHNOLOGIES CORP | P | 2009-02-24 | 2012-06-18 | 749 | 429 | 320 | 320 |
| 5 UNITED TECHNOLOGIES CORP | P | 2009-03-16 | 2012-06-18 | 375 | 207 | 168 | 168 |
| 35 ACCENTURE PLC FGN COM CL A | P | 2011-06-02 | 2012-06-18 | 2060 | 1994 | 66 | 66 |
| 75 XL GROUP PLC FGN COM | P | 2009-11-20 | 2012-06-18 | 1501 | 1334 | 167 | 167 |
| 15 XL GROUP PLC FGN COM | P | 2010-06-01 | 2012-06-18 | 300 | 259 | 41 | 41 |
| 0.76 EXPRESS SCRIPTS HOLDING CO - CIL | P | 1992-06-22 | 2012-04-02 | 43 | 5 | 38 | 38 |
| 96 MEDCO HEALTH SOLUTIONS INC | P | 1992-06-22 | 2012-04-02 | 2765 | 1361 | 1404 | 1404 |
| 1,600 ABOTT LABORATORIES | P | 1990-07-18 | 2012-07-18 | 105491 | 23727 | 81764 | 81764 |
| 674 ECOLAB INC | P | 1991-02-04 | 2012-07-18 | 45576 | 20250 | 25326 | 25326 |
| 77 EXPRESS SCRIPTS HLDG CO COM | P | 1992-06-22 | 2012-07-18 | 4352 | 532 | 3820 | 3820 |
| 2,400 GENERAL ELECTRIC CO | P | 1987-09-02 | 2012-07-18 | 47010 | 20400 | 26610 | 26610 |
| 2,400 GENERAL ELECTRIC CO | P | 1988-11-23 | 2012-07-18 | 47010 | 20400 | 26610 | 26610 |
| 2,400 JOHNSON & JOHNSON | P | 1989-01-04 | 2012-07-18 | 164820 | 32850 | 131970 | 131970 |
| 800 JOHNSON & JOHNSON | P | 1990-02-07 | 2012-07-18 | 54940 | 10950 | 43990 | 43990 |
| 2,000 NESTLE SPON ADR REP REG SHR | P | 1989-11-29 | 2012-07-18 | 119831 | 18950 | 100881 | 100881 |
| 1,170 PROCTER & GAMBLE | P | 1992-01-31 | 2012-07-18 | 75638 | 22462 | 53176 | 53176 |
| 6,655.84 WESTERN ASSET GOVT MM | P | 2012-07-18 | 6656 | 6656 | 0 | 0 | |
| 81 TRANSOCEAN TD ZUG NAMEN AKT | P | 2007-03-21 | 2012-03-01 | 4196 | 6554 | -2358 | -2358 |
| 1,000 DISNEY WALT CO DISNEY COM | P | 1988-01-28 | 2012-03-01 | 41404 | 15311 | 26093 | 26093 |
| 800 JOHNSON & J OH NSO N COM. | P | 1986-05-15 | 2012-03-01 | 50674 | 10950 | 39724 | 39724 |
| 800 JOHNSON & J OH NSO N COM. | P | 1986-09-16 | 2012-03-01 | 50674 | 10950 | 39724 | 39724 |
| 116 MONSANTO CO NEW COM | P | 2007-03-21 | 2012-03-01 | 8832 | 1325 | 7507 | 7507 |
| 483 PFIZER INC COM | P | 1989-01-20 | 2012-03-01 | 10064 | 7882 | 2182 | 2182 |
| 1,200 SCHLUMBERGER LTD COM ISIN#AN8068571086 | P | 2007-03-21 | 2012-03-01 | 91394 | 27346 | 64048 | 64048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 700916 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3279956 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1352575 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 2.424972 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3107959 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1263240 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 2.460308 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3030379 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1807893 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.676194 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3279590 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3510216 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.934299 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1667364 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4051669 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.411525 | DistributionRatioYear5 |
| Total Distribution Ratio | 7.907298 | TotalDistributionRatio |
| Average Distribution Ratio | 1.581460 | AverageDistributionRatio |
| Net Noncharitable Assets | 765620 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1210797 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7158 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1217955 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2858380 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 7158 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 7158 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 7158 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 852 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 7000 | TaxPaidWithExtension |
| Total Credits And Payments | 7852 | TotalCreditsAndPayments |
| Overpayment | 694 | Overpayment |
| Amount Credited To Next Year | 694 | 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 | STKFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | MARK LEVENFUS CO MARKS PANETH | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2125038800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | 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 | Address Line2USAddress/AddressLine2 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| STEPHEN KING | |||||||||
| C/O MARKS PANETH SHRON LLP 685 | THIRD AVE | NEW YORK | NY | 10017 | PRESIDENT/DIR | 0.50 | 0 | 0 | 0 |
| TABITHA KING | |||||||||
| C/O MARKS PANETH SHRON LLP 685 | THIRD AVE | NEW YORK | NY | 10017 | SECRETARY/DIR | 0.50 | 0 | 0 | 0 |
| ARTHUR B GREENE | |||||||||
| C/O MARKS PANETH SHRON LLP 685 | THIRD AVE | NEW YORK | NY | 10017 | TREASURER | 0.50 | 0 | 0 | 0 |
| MARK LEVENFUS | |||||||||
| C/O MARKS PANETH SHRON LLP 685 | THIRD AVE | NEW YORK | NY | 10017 | DIRECTOR | 0.50 | 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 | 474944 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 302335 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 777279 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 777279 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11659 | CashDeemedCharitable |
| Net Noncharitable Assets | 765620 | NetNoncharitableAssets |
| Minimum Investment Return | 38281 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 38281 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7158 | TaxBasedOnInvestmentIncome |
| Total Tax | 7158 | TotalTax |
| Distributable Amount Before Adj | 31123 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 31123 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 31123 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2858380 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2858380 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 7158 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2851222 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 31123 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1468209 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 3106303 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 2940544 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 3044995 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3213075 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 13773126 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2858380 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 31123 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2827257 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 16600383 | 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 | 1468209 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 15132174 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 3106303 | ExcessFromYear4 |
| Excess From Year3 | 2940544 | ExcessFromYear3 |
| Excess From Year2 | 3044995 | ExcessFromYear2 |
| Excess From Year1 | 3213075 | ExcessFromYear1 |
| Excess From Current Year | 2827257 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN KING | ContributingManager |
| Contributing Manager | TABITHA KING | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (150 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 100 PINE STREET WELLNESS & RECOVERY | |||||||
| 100 PINE ST | LEWISTON | ME | 04240 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $5,000 |
| A COMPANY OF GIRLS | |||||||
| PO BOX 7527 | PORTLAND | ME | 04112 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $2,500 |
| ABEL J MORNEAULT LIBRARY | |||||||
| 153 MAIN ST | VAN BUREN | ME | 04785 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $20,000 |
| ACADIA COMMUNITY ASSOCIATION | |||||||
| 80 MOUNT DESERT ST | BAR HARBOR | ME | 04609 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $2,000 |
| ACTION ECUMENICAL FOOD PANTRY | |||||||
| PO BOX 46 | NEWCASTLE | ME | 04553 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $1,000 |
| ACTON AMBULANCE ASSOCIATION | |||||||
| PO BOX 185 | ACTON | ME | 04001 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $50,000 |
| ALBERT CHURCH BROWN MEMORIAL LIBRARY | |||||||
| PO BOX 6146 | CHINA VILLAGE | ME | 04926 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $20,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 1 BOWIN MILL ISLAND | TOPSHAM | ME | 04086 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $30,000 |
| AMERICAN RED CROSS PINE TREE CHAPTER | |||||||
| 122 TARGET CIR | BANGOR | ME | 04401 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $150,000 |
| AMISTAD | |||||||
| PO BOX 992 | PORTLAND | ME | 04101 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $7,000 |
| AMNESTY INTERNATIONAL | |||||||
| 522 NORRIDGEWOCK RD | FAIRFIELD | ME | 04937 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $50,000 |
| ATLANTIC ENGINE COMPANY | |||||||
| 31 WASHINGTON ST | CAMDEN | ME | 04843 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $2,000 |
| AUGUSTA SCHOOLS | |||||||
| 60 PIERCE DR | AUGUSTA | ME | 04330 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $1,500 |
| BAGADUCE MUSIC LENDING LIBRARY | |||||||
| 5 MUSIC LIBRARY LANE | BLUE HILL | ME | 04614 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $10,000 |
| BANGOR AREA HOMELESS SHELTER | |||||||
| PO BOX 1754 | BANGOR | ME | 04401 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $50,000 |
| BANGOR PUBLIC LIBRARY | |||||||
| 145 HARLOW ST | BANGOR | ME | 04401 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $80,000 |
| BANGOR YMCA | |||||||
| 17 2ND ST | BANGOR | ME | 04401 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $40,000 |
| BATH AREA FAMILY YMCA | |||||||
| 303 CENTRE ST | BATH | ME | 04530 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $3,500 |
| BELGRADE CENTRAL SCHOOL | |||||||
| 158 DEPOT RD | BELGRADE | ME | 04917 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $500 |
| BELMONT FIRE DEPARTMENT | |||||||
| 299 FENWICK RD | BELMONT | ME | 04952 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $10,000 |
| BIG BROTHERS BIG SISTERS OF MIDCOAST ME | |||||||
| 16 SCHOOL ST | ROCKLAND | ME | 04841 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $25,000 |
| BINGHAM AREA HEALTH COUNCIL | |||||||
| PO BOX 746 | BINGHAM | ME | 04920 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $50,000 |
| BINGHAM UNION LIBRARY | |||||||
| PO BOX 23 | BINGHAM | ME | 04920 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $6,000 |
| BLUE HILL PUBLIC LIBRARY | |||||||
| 5 PARKER POINT RD | BLUE HILL | ME | 04614 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $10,000 |
| BREWER FIREFIGHTERS UNION | |||||||
| 122 S MAIN ST | BRESER | ME | 04412 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $500 |
| BRIDGTON FIRE DEPARTMENT | |||||||
| 3 CHASE ST | BRIDGTON | ME | 04009 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $40,000 |
| BROWN MEMORIAL LIBRARY | |||||||
| 53 RAILROAD ST | CLINTON | ME | 04927 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $25,000 |
| BROWNFIELD PUBLIC LIBRARY | |||||||
| 216 MAIN ST | BROWNFIELD | ME | 04010 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $800 |
| CARRABASSET VALLEY FIRE DEPARTMENT | |||||||
| 100 ARRIAGE ROAD | CARRABASSETT VALLEY | ME | 04947 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $25,000 |
| CASCO FIRE & EMS | |||||||
| 637 MEADOW RD | CASCO | ME | 04015 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $15,000 |
| CENTRAL LINCOLN COUNTY YMCA | |||||||
| PO BOX 787 | DAMARISCOTTA | ME | 04543 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $50,000 |
| CENTRAL MAINE MEDICAL CENTER | |||||||
| 300 MAIN ST | LEWISTON | ME | 04240 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $35,000 |
| CHALLENGER LEARNING CENTER | |||||||
| 30 VENTURE WAY | BANGOR | ME | 04401 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $25,000 |
| CITY OF BANGOR | |||||||
| 73 HARLOW ST | BANGOR | ME | 04401 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $25,000 |
| COASTAL MAINE BOTANICAL GARDENS | |||||||
| PO BOX 234 | BOOTHBAY | ME | 04537 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $500 |
| CONSERVATION LAW FOUNDATION | |||||||
| 14 MAINE ST | BRUNSWICK | ME | 04011 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $15,000 |
| CONSUMERS FOR AFFORDABLE HEALTHCARE | |||||||
| 12 CHURCH ST | AUGUSTA | ME | 04338 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $15,000 |
| CORINTH VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 309 | CORINTH | ME | 04427 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $20,000 |
| CRISIS & COUNSELING CENTERS | |||||||
| PO BOX 558 | AUGUSTA | ME | 04332 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $50,000 |
| DAMARISCOTTA MONTESSORI SCHOOL | |||||||
| 93 CENTER ST | NOBLEBORO | ME | 04555 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $8,000 |
| DEDHAMLUCERNE FIRE DEPARTMENT | |||||||
| 2073 MAIN RD | STE A DEDHAM | ME | 04429 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $25,000 |
| DENMARK PUBLIC LIBRARY | |||||||
| 121 EAST MAIN ST | DENMARK | ME | 04022 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $1,500 |
| DIRIGO SEARCH & RESCUE ASSOCIATION | |||||||
| PO BOX 23 | ORONO | ME | 04473 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $5,000 |
| DOWN EAST EMERGENCY MEDICINE | |||||||
| PO BOX 268 | ORONO | ME | 04473 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $5,000 |
| EAST LEBANON FIRE DEPARTMENT | |||||||
| 491 LITTLE RIVER RD | LEBANON | ME | 04027 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $30,000 |
| EASTBROOK FIRE DEPARTMENT | |||||||
| PO BOX 55 | EASTBROOK | ME | 04634 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $10,000 |
| EASTERN MAINE MEDICAL CENTER CHARITIES | |||||||
| 489 STATE ST | BANGOR | ME | 04402 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $50,000 |
| EDYTHE DYER PUBLIC LIBRARY | |||||||
| 269 MAIN ROAD NORTH | HAMPDEN | ME | 04444 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $10,000 |
| ELLSWORTH FIRE DEPARTMENT | |||||||
| 1 CITY HALL PLAZA | ELLSWORTH | ME | 04605 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $25,000 |
| EQUALITY MAINE | |||||||
| 550 FOREST AVE STE 201 | PORTLAND | ME | 04101 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $1,000 |
| FAIRFIELD FIRE RESCUE | |||||||
| 15 LAWRENCE AVE | FAIRFIELD | ME | 04937 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $25,000 |
| FAYE HAFFORD LIBRARY | |||||||
| 894 ALLAGASH RD | ALLAGASH | ME | 04774 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $1,000 |
| FRIENDS OF AROOSTOOK | |||||||
| PO BOX 554 | LIMESTONE | ME | 04750 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $30,000 |
| FRIENDS OF SOUTH BERWICK LIBRARY | |||||||
| PO BOX 304 | S BERWICK | ME | 03908 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $50,000 |
| FRIENDS OF THE LINCOLN MEMORIAL LIBRARY | |||||||
| 21 W BROADWAY | LINCOLN | ME | 04457 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $1,500 |
| FRIENDS OF THE WALKER MEMORIAL LIBRARY | |||||||
| 800 MAIN ST | WESTBROOK | ME | 04092 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $50,000 |
| FRYEBURG FIRE DEPARTMENT | |||||||
| PO BOX 251 | FRYEBURG | ME | 04037 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $20,000 |
| GOOD SAMARITAN AGENCY | |||||||
| 100 RIDGEWOOD DRIVE | BANGOR | ME | 04401 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $20,000 |
| GREATER OLD TOWN COMMUNITIES THAT CARE | |||||||
| 228 CENTER ST | OLD TOWN | ME | 04468 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $5,000 |
| GUITAR DOORS | |||||||
| PO BOX 884 | GORHAM | ME | 04038 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $3,000 |
| HOME | |||||||
| PO BOX 10 | ORLAND | ME | 04472 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $50,000 |
| HAMPDEN ACADEMY MUSIC DEPARTMENT | |||||||
| 89 WESTERN AVE | HAMPDEN | ME | 04444 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $18,000 |
| HARRISON FIRERESCUE DEPARTMENT | |||||||
| PO BOX 911 | HARRISON | ME | 04040 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $30,000 |
| HAYSTACK MOUNTAIN SCHOOL OF CRAFTS | |||||||
| 13 DOW RD | DEER ISLE | ME | 04627 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $5,000 |
| HAYWARD FRAZIER VFW POST 2599 | |||||||
| 6 STATE ROAD | PRESQUE ISLE | ME | 04769 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $40,000 |
| HEALTH ACCESS NETWORK | |||||||
| PO BOX 99 | LINCOLN | ME | 04457 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $20,000 |
| HEALTHY SMILES | |||||||
| 795 GARFIELD RD | AUBURN | ME | 04210 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $10,000 |
| HERMAN VOLUNTEER RESCUE SQUAD | |||||||
| PO NOX 6300 | HERMON | ME | 04401 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $1,200 |
| HERMON PUBLIC LIBRARY | |||||||
| 2415 US 2 | HERMON | ME | 04401 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $20,000 |
| ISLAND FALLS FIRE DEPARTMENT | |||||||
| PO BOX 100 | ISLAND FALLS | ME | 04747 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $3,000 |
| ISLAND INSTITUTE | |||||||
| PO BOX 648 | ROCKLAND | ME | 04841 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $6,000 |
| JAY FIRE & RESCUE | |||||||
| 340 MAIN ST | JAY | ME | 04239 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $10,000 |
| JOYFUL HARVEST NEIGHBORHOOD CENTER | |||||||
| 28 WATER ST STE 3 | BIDDEFORD | ME | 04005 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $5,000 |
| KID'S CORNER | |||||||
| 81 MOUNT DESERT ST | BAR HARBOR | ME | 04609 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $1,000 |
| KIDS LEGAL | |||||||
| PO BOX 547 | PORTLAND | ME | 04112 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $1,000 |
| KITTERY FIRE DEPARTMENT | |||||||
| 25 WALKER ST | KITTERY | ME | 03904 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $7,000 |
| LEE VOLUNTEER FIRE & RESCUE | |||||||
| PO BOX 1 | LEE | ME | 04455 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $9,500 |
| LISBON FIRE DEPARTMENT | |||||||
| 300 LISOBON ST | LISBON | ME | 04250 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $8,000 |
| LITERACY VOLUNTEERS OF BANGOR | |||||||
| 200 HOGAN RD | BANGOR | ME | 04401 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $10,000 |
| LITERACY VOLUNTEERS OF GREATER SANFORD | |||||||
| 883 MAIN ST | SANFORD | ME | 04073 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $10,000 |
| LIVERMORE FIRE DEPARTMENT | |||||||
| 10 CRASH RD | LIVERMORE | ME | 04253 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $25,000 |
| LOVELL BRICK CHURCH FOR THE PERFORMING | |||||||
| 502 CHRISTIAN HILL RD | LOVELL | ME | 04051 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $1,500 |
| LOVELL LIONS CLUB | |||||||
| 1069 MAIN ST | CENTER LOVELL | ME | 04016 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $3,000 |
| LOVING CARING HANDS FOOD PANTRY | |||||||
| 33 GREEN ROAD | FAIRFIELD | ME | 04937 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $1,500 |
| MABEL WADSWORTH WOMEN'S HEALTH CENTER | |||||||
| 700 MOUNT HOPE AVE 420 | BANGOR | ME | 04401 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $25,000 |
| MADAWASKA SCHOOL DEPARTMENT | |||||||
| 328 ST THOMAS ST | MADAWASKA | ME | 04756 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $5,000 |
| MADISON PUBLIC LIBRARY | |||||||
| 12 OLD POINT AVE | MADISON | ME | 04950 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $10,000 |
| MAINE CITIZENS FOR CLEAN ELECTIONS | |||||||
| PO BOX 18187 | PORTLAND | ME | 04112 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $50,000 |
| MAINE CORRECTIONAL CENTER | |||||||
| 17 MALLISON FALLS RD | WINDHAM | ME | 04062 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $1,000 |
| MAINE DESERT ISLAND HOSPITAL | |||||||
| 10 WAYMAN LANE | BAR HARBOR | ME | 04609 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $50,000 |
| MAINE DISCOVERY MUSEUM | |||||||
| 74 MAIN ST | BANGOR | ME | 04401 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $50,000 |
| MAINE HOUSING & BLDGS MATERIALS EXCHANGE | |||||||
| 102 LISBON ST | LISBON | ME | 04250 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $25,000 |
| MAINE INDIAN BASKETMAKERS ALLIANCE | |||||||
| PO BOX 325 | OLD TOWN | ME | 04468 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $25,000 |
| MANNA | |||||||
| 629 MAIN ST | BANGOR | ME | 04401 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $15,000 |
| MARGARET MURPHY CENTER FOR CHILDREN | |||||||
| 415 RODMAN RD | AUBURN | ME | 04210 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $5,000 |
| MARSHFIELD VOLUNTEER FIRE DEPARTMENT | |||||||
| 40 PARK RD | WESTBROOK | ME | 04092 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $20,000 |
| MERCY HOSPITAL | |||||||
| 144 STATE ST | PORTLAND | ME | 04101 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $10,000 |
| MILLINOCKET MEMORIAL LIBRARY | |||||||
| 5 MAINE AVE | MILLINOCKET | ME | 04462 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $30,000 |
| MONMOUTH JUNIOR FIREFIGHTERS | |||||||
| PO BOX 270 | MONMOUTH | ME | 04259 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $2,500 |
| MSAD # 55 | |||||||
| 71 MAIN ST | CORNISH | ME | 04020 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $20,000 |
| MSAD #45 | |||||||
| 33 SCHOOL ST | WASHBURN | ME | 04786 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $3,500 |
| NAPLES FIRE DEPARTMENT | |||||||
| 1100 ROOSEVELT TRAIL | NAPLES | ME | 04055 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $20,000 |
| NEW VINEYARD PUBLIC LIBRARY | |||||||
| 20 LAKE ST | NEW VINEYARD | ME | 04956 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $10,000 |
| NORTHERN YORK COUNTY YMCA | |||||||
| 3 POMERLEAU ST | BIDDEFORD | ME | 04005 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $2,000 |
| OWLS HEAD VILLAGE LIBRARY | |||||||
| 31 S SHORE DR | OWLS HEAD | ME | 04854 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $800 |
| PENOBSCOT COMMUNITY HEALTH CARE | |||||||
| 1012 UNION ST | BANGOR | ME | 04401 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $40,000 |
| PENQUIS COMMUNITY ACTION PROGRAM | |||||||
| PO BOX 1162 | BANGOR | ME | 04401 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $50,000 |
| PINE TREE LEGAL ASSISTANCE | |||||||
| 115 MAIN ST | BANGOR | ME | 04401 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $1,000 |
| PLANNED PARENTHOOD FOR NORTHERN NE | |||||||
| 443 CONGRESS ST 2ND FL | PORTLAND | ME | 04101 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $50,000 |
| READER TO READER INC | |||||||
| 38 WOODSIDE AVE | AMHERST | MA | 01002 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $5,000 |
| RIGHTSTART INC | |||||||
| PO BOX 726 | NORWAY | ME | 04268 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $5,000 |
| RILEY SCHOOL | |||||||
| PO BOX 587 | ROCKLAND | ME | 04841 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $500 |
| ROCKWOOD VOLUNTEER FIRE DEPARTMENT | |||||||
| 3634 ROCKWOOD RD | ROCKWOOD | ME | 04478 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $45,000 |
| RSU # 12 WINDSOR ELEMENTARY SCHOOL | |||||||
| 366 RIDGE RD | WINDSOR | ME | 04363 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $4,000 |
| RSU # 5 | |||||||
| 17 WEST ST | FREEPORT | ME | 04032 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $1,100 |
| RSU #23SACO MIDDLE SCHOOL | |||||||
| 40 BUXTON RD | SACO | ME | 04072 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $12,000 |
| SCHOODIC SCULPTURE SYMPOSIUM | |||||||
| PO BOX 122 | STEUBEN | ME | 04680 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $20,000 |
| SEARSPORT AREA PERFORMING ARTS | |||||||
| 96 CHURCH ST | BELFAST | ME | 04915 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $15,000 |
| SEARSPORT FIRE DEPARTMENT | |||||||
| 3 UNION ST | SEARSPORT | ME | 04974 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $8,000 |
| SEBAGO EMERGENCY MEDICAL SERVICE | |||||||
| 406 BRIDGTON RD | SEBAGO | ME | 04029 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $12,000 |
| SHAW HOUSE | |||||||
| 136 UNION ST | BANGOR | ME | 04401 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $50,000 |
| SOUTH PORTLAND MEMORIAL MIDDLE SCHOOL | |||||||
| 120 WESTCOTT RD | SOUTH PORTLAND | ME | 04106 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $1,600 |
| SOUTHWEST HARBOR LIBRARY | |||||||
| 338 MAIN ST | SOUTHWEST HARBOR | ME | 04679 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $3,000 |
| SPECTRUM GENERATIONS | |||||||
| 1 WESTON COURT | AUGUSTA | ME | 04330 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $40,000 |
| SPRINGVALE PUBLIC LIBRARY | |||||||
| 443 MAIN ST | SPRINGVALE | ME | 04083 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $30,000 |
| ST FRANCIS OF ASSISI OLD CATHOLIC CHURCH | |||||||
| 952 POST RD | WELLS | ME | 04090 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $2,000 |
| STARKS TOWN LIBRARY | |||||||
| RR 1 BOX 469 | STARKS | ME | 04911 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $15,000 |
| STONEHAM RESCUE SERVICE | |||||||
| 8 BUTTERS HILL ROAD | STONEHAM | ME | 04231 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $25,000 |
| SWAN'S ISLAND RESCUE | |||||||
| 24 VILLAGE GREEN WAY | SOUTHWEST HARBOR | ME | 04679 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $3,000 |
| THE GRAND | |||||||
| 165 MAIN ST | ELLSWORTH | ME | 04605 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $50,000 |
| THEATRE AT MONMOUTH | |||||||
| PO BOX 385 | MONMOUTH | ME | 04259 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $10,000 |
| TOWN OF FAYETTE | |||||||
| 2589 MAINE ST | FAYETTE | ME | 04349 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $20,000 |
| TOWN OF STACEYVILLE FIRE DEPARTMENT | |||||||
| MAIN ST | SHERMAN | ME | 04776 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $20,000 |
| TOWN OF WELLINGTON | |||||||
| 9 PARKMAN RD | WELLINGTON | ME | 04942 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $1,844 |
| TREAT MEMORIAL LIBRARY | |||||||
| 56 MAIN ST | LIVERMORE FALLS | ME | 04254 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $25,000 |
| TRINITY JUBILEE CENTER | |||||||
| 247 BATES ST | LEWISTON | ME | 04240 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $15,000 |
| UNITED WAY OF EASTERN MAINE | |||||||
| 24 SPRINGER DR | BANGOR | ME | 04401 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $50,000 |
| UNIVERSITY OF MACHIAS | |||||||
| 116 OBRIEN AVE | MACHIAS | ME | 04654 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $30,000 |
| VEAZIE FIRE DEPARTMENT | |||||||
| 1084 MAIN ST | VEAZIE | ME | 04401 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $20,000 |
| WASHINGTON COUNTY EMERGENCY MED SERVICES | |||||||
| PO BOX 552 | CALAIS | ME | 04619 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $5,500 |
| WAYSIDE FOOD PROGRAMS | |||||||
| PO BOX 1278 | PORTLAND | ME | 04104 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $5,000 |
| WELLS FIRE DEPARTMENT | |||||||
| PO BOX 398 | WELLS | ME | 04090 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $15,000 |
| WESTSIDE FOOD PANTRY | |||||||
| PO BOX 767 | SOUTHWEST HARBOR | ME | 04679 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $2,000 |
| WINDSOR VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 179 | WINDSOR | ME | 04363 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $5,000 |
| WOOLWICH VOLUNTEER FIRE DEPARTMENT | |||||||
| 13 NEQUASSET RD | WOOLWICH | ME | 04579 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $5,000 |
| YESTERDAY'S CHILDREN | |||||||
| 360 MAIN ST | ELLSWORTH | ME | 04605 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $500 |
| YORK AMBULANCE | |||||||
| 26 LONG SANDS RD | YORK | ME | 03908 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $25,000 |
| YORK COUNTY COMMUNITY ACTION | |||||||
| PO BOX 72 | SCANFORD | ME | 04073 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $22,000 |
| YORK COUNTY SHERIFF'S OFFICE | |||||||
| 1 LAYMAN WAY | ALFRED | ME | 04002 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $4,500 |
| YWCA OF CENTRAL MAINE | |||||||
| 130 EAST AVE | LEWISTON | ME | 04240 | NONE | 501 (C)(3) | TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2838844 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $19,113 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $700,916 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $720,029 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 720029 | 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 | STEPHEN E KING | 47 WEST BROADWAY | BANGOR | ME | 04401 | 1500000 | X |
| 2 | STEPHEN E KING - ROYALTY RIGHTS | 47 WEST BROADWAY | BANGOR | ME | 04401 | 26738 | X |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | COMPUTER | DescriptionOfProperty |
| Date Acquired | 2010-07-01 | DateAcquired |
| Cost Or Other Basis | 4887 | CostOrOtherBasis |
| Prior Years Depreciation | 2541 | PriorYearsDepreciation |
| Computation Method | 200DB | ComputationMethod |
| Life | 5.000000000000 | Life |
| Current Year Expense | 938 | CurrentYearExpense |
| Net Investment Income | 0 | NetInvestmentIncome |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | STOCKS | NameOfStock |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER | CategoryOrItem |
| Cost Or Other Basis | 4887 | CostOrOtherBasis |
| Accumulated Depreciation | 3479 | AccumulatedDepreciation |
| Book Value | 1408 | BookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 5 | 5 | 0 |
| OFFICE EXPENSES | 7748 | 0 | 7748 |
| COMPUTER EXPENSES | 2114 | 0 | 2114 |
| MAINE - FILING FEE | 35 | 0 | 35 |
| POSTAGE | 3164 | 0 | 3164 |
| TRAVEL | 2892 | 0 | 2892 |
| BROKERS FEE | 2121 | 2121 | 0 |
| COMMISSION FEES | 3583 | 0 | 3583 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | Category |
| Amount | $2,061 | Amount |
| Net Investment Income | 2061 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments