BETA

BURNS FAMILY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
BURNS FAMILY FOUNDATION INC (EIN 46-5671844)
Tax period
2025-07-01 to 2026-06-30
Filed
2026-09-02
IRS object ID
202602459349100900
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-02T11:51:48-05:00ReturnTs
Tax Period End2026-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010425282PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM T RACINE CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 FRONT STREETAddressLine1Txt
CityBATHCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04530ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN465671844EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BURNS FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBURNBusinessNameControlTxt
Phone2075631700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 6AddressLine1Txt
CityDAMARISCOTTACityNm
State AbbreviationMEStateAbbreviationCd
ZIP04543ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANN C MCFARLANDPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2075631700PhoneNum
Signature2026-09-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM RACINEPreparerPersonNm
PTINP00055847PTIN
Phone2074435716PhoneNum
Preparation2026-09-01PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,554,761FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$36InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$36InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$222,563DividendsRevAndExpnssAmt
Dividends Net Invst Incm$222,563DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$756,159NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,500,537GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$756,159CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$978,758TotalRevAndExpnssAmt
Total Net Invst Incm$978,758TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$78,750LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$7,875LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$70,875LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,940AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,940AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$33,519OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$33,519OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$17,145TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,180OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$399OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$434OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$134,534TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$41,793TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$74,249TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,016,616ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,016,616ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,151,150TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$41,793TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,090,865TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$172,392ExcessRevenueOverExpensesAmt
Net Investment Income$936,965NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,262CashBOYAmt
Cash EOY$13,275CashEOYAmt
Cash EOYFMV$13,275CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,151,604SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,501,797SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,501,797SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$50,474USGovernmentObligationsBOYAmt
US Government Obligations EOY$50,474USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$50,006USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,200,815CorporateStockBOYAmt
Corporate Stock EOY$2,863,024CorporateStockEOYAmt
Corporate Stock EOYFMV$5,947,744CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,950,954CorporateBondsBOYAmt
Corporate Bonds EOY$1,976,504CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,941,552CorporateBondsEOYFMVAmt
Other Investments BOY$300,010OtherInvestmentsBOYAmt
Other Investments EOY$100,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$100,387OtherInvestmentsEOYFMVAmt
Other Assets BOY$6,618OtherAssetsBOYAmt
Other Assets EOY$5,271OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$6,682,737TotalAssetsBOYAmt
Total Assets EOY$6,510,345TotalAssetsEOYAmt
Total Assets EOYFMV$9,554,761TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,682,737RetainedEarningBOYAmt
Retained Earning EOY$6,510,345RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,682,737TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,510,345TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,682,737TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,510,345TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,682,737TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$172,392ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,510,345SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,510,345TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BATH SAVINGS TRUST, REPORTEDP2020-07-012025-12-31$2,479,911$1,744,378$735,533$735,533
CAPITAL GAINS DIVIDENDSP$20,626$20,626$20,626
FieldValueIRS element (for citing)
Capital Gain Net Income$756,159CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,024InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,024SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,024TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$14,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$976OverpaymentAmt
Applied To ES Tax$976AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN J LYNCH JRIndividualWithBooksNm
Phone2075631700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 6AddressLine1Txt
CityDAMARISCOTTACityNm
State AbbreviationMEStateAbbreviationCd
ZIP04543ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANN C MCFARLAND
PO BOX 1112DAMARISCOTTAME04543DIRECTOR1.00$0$0$0
ELIZABETH C GRAVES
5 COOPER WAYWALPOLEME04573DIRECTOR1.00$0$0$0
JOHN SCHIANCHI
154 LAKE STREETSADDLE RIVERNJ07458DIRECTOR0.00$0$0$0
JOHN J LYNCH
PO BOX 6DAMARISCOTTAME04543EXECUTIVE DIRECTOR10.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,556,710AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,769AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,574,479TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,574,479AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$143,617CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,430,862NetVlNoncharitableAssetsAmt
Minimum Investment Return$471,543MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$471,543MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,024TaxBasedOnInvestmentIncomeAmt
Total Tax$13,024TotalTaxAmt
Distributable Before Adj$458,519DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$458,519DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$458,519DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,090,865ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,090,865QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$458,519DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,376ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$465,907ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$304,156ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$609,379ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$253,181ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,637,999TotalExcessDistributionCyovAmt
Qualifying Distributions$1,090,865QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$458,519AppliedToCurrentYearAmt
Remaining Distri From Corpus$632,346RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,270,345TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$5,376ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,264,969ExcessDistriCyovToNextYrAmt
Excess From Year4$465,907ExcessFromYear4Amt
Excess From Year3$304,156ExcessFromYear3Amt
Excess From Year2$609,379ExcessFromYear2Amt
Excess From Year1$253,181ExcessFromYear1Amt
Excess From Current Year$632,346ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOHN J LYNCH JRRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 6AddressLine1Txt
CityDAMARISCOTTACityNm
State AbbreviationMEStateAbbreviationCd
ZIP04543ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2075631700RecipientPhoneNum
Form And Info And MaterialsTHE ORGANIZATION REQUIRES ALL POTENTIAL DONEES TO COMPLETE A GRANT APPLICATION FORM AVAILABLE AT THE ORGANIZATION'S ADDRESS OF RECORD. A COPY OF THE APPLICATION IS ATTACHED AND IT OUTLINES ALL OF THE INFORMATION REQUIRED TO BE SUBMITTED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION MAKES GRANTS FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES, OR FOR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS, SUPPORT OF HEALTH CARE ORGANIZATIONS AND LIBRARIES, AND OTHER SUCH PURPOSES AS DEFINED WITHIN THE MEANING OF SECTION 501-C-3 OF THE INTERNAL REVENUE CODE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A LIFE LINE
71 SMYRNA CENTER ROADSMYRNA CENTERME04578NONEPCSUPPORT OF OPERATIONS$15,000
CARING FOR KIDS IN BRISTOL
PO BOX 412NEW HARBORME04554NONEPCSUPPORT OF OPERATIONS$10,000
CARPENTER'S BOAT SHOP
440 OLD COUNTY ROADPEMAQUIDME04558NONEPCSUPPORT OF OPERATIONS$10,000
CENTRAL LINCOLN COUNTY ADULT & COMMUNITY EDUCATION
767 MAIN STREETDAMARISCOTTAME04543NONEPCSUPPORT OF OPERATIONS$13,250
CENTRAL LINCOLN COUNTY AMBULANCE SERVICE
PO BOX 373DAMARISCOTTAME04543NONEPCSUPPORT OF OPERATIONS$200,000
CHIP INC
PO BOX 6NEW HARBORME04554NONEPCSUPPORT OF OPERATIONS$10,000
COASTAL KIDS PRESCHOOL
12 JACKIES TRAILDAMARISCOTTAME04543NONEPCSUPPORT OF OPERATIONS$10,000
COASTAL RIVERS CONSERVATION TRUST
3 ROUND TOP LANEDAMARISCOTTAME04543NONEPCSUPPORT OF OPERATIONS$20,000
COMMUNITY ENERGY FUND OF LINCOLN COUNTY
PO BOX 40BRISTOLME04539NONEPCHEATING OIL AND ENERGY ASSISTANCE$35,000
DARROWBY FARM SANCTUARY
230 N MOUNTAIN ROADJEFFERSONME04348NONEPCSUPPORT OF OPERATIONS$20,000
FIDELCO GUIDE DOG FOUNDATION
103 VISION WAYBLOOMFIELDCT06002NONEPCSUPPORT OF OPERATIONS$25,000
FOWA ANIMAL RESCUE INC
PO BOX 3701WAYNENJ07470NONEPCSUPPORT OF VETERINARY PROGRAM$30,000
GOOD SHEPARD FOOD BANK
PO BOX 1807AUBURNME04211NONEPCSUPPORT OF OPERATIONS$15,000
HEALTHY LINCOLN COUNTY
281 MAIN STDAMARISCOTTAME04543NONEPCSUPPORT OF OPERATIONS$10,000
HEARTY ROOTS
18 WATER STDAMARISCOTTAME04543NONEPCSUPPORT OF OPERATIONS$25,000
HELPING HANDS
PO BOX 114ROUND PONDFL04564NONEPCSUPPORT OF OPERATIONS$5,000
LINCOLN ACADEMY
81 ACADEMY HILLNEWCASTLEME04553NONEPCGENERAL OPERATIONS SUPPORT AND SCHOLARSHIPS$125,000
LINCOLN COUNTY DENTAL INC
748 MAIN STREETDAMARISCOTTAME04543NONEPCSUPPORT OF OPERATIONS$17,816
MIDCOAST HUMANE SOCIETY
30 RANGE ROADBRUNSWICKME04011NONEPCSUPPORT OF OPERATIONS$25,000
MISSION WORKING DOGS
152 MOXIES PLACEOXFORDME04270NONEPCSUPPORT OF OPERATIONS$20,000
MOBIUS INC
319 MAIN STREETDAMARISCOTTAME04543NONEPCSUPPORT OF OPERATIONS$20,000
OLYMPIA SNOWE WOMEN'S LEADERSHIP INSTITUTE
ONE CANAL PLAZA STE 501PORTLANDME04101NONEPCPROGRAMS IN LINOLN COUNTY SCHOOLS$50,000
RUTHERFORD LIBRARY ASSOCIATION
PO BOX 145SOUTH BRISTOLME04568NONEPCSUPPORT OF OPERATIONS$10,000
SERVICE DOG STRONG
10 STACYS WAYDENMARKME04022NONEPCSUPPORT OF OPERATIONS$20,000
SKIDOMPHA LIBRARY ASSOCIATION
PO BOX 70DAMARISCOTTAME04543NONEPCSUPPORT OF OPERATIONS$10,000
STEPPING STONE HOUSING INC
PO BOX 21DAMARISCOTTAME04543NONEPCSUPPORT OF OPERATIONS$25,000
THE LINCOLN HOME
22 RIVER ROADNEWCASTLEME04553NONEPCRESIDENTS FINANCIAL ASSISTANCE FUND$10,000
TOWN OF SOUTH BRISTOL MAINE
2024 STATE ROUTE 129SOUTH BRISTOLME04568NONEGOVELEMENTARY SCHOOL ENRICHMENT PROGRAMS$140,550
KIEVE-WAVUS EDUCATION INC
88 WAVUS POINT ROADJEFFERSONME04348NONEPCOPERATIONAL SUPPORT$10,000
LIFEFLIGHT OF MAINE
189 ODLIN RD BLDG 600BANGORME04401NONEPCOPERATIONAL SUPPORT$25,000
LINCOLN COUNTY TELEVISION & MEDIA CENTER
29 SHEEPSCOT ROADNEWCASTLEME04553NONEPCOPERATIONAL SUPPORT$15,000
MAINEHEALTH
110 FREE STREETPORTLANDME04101NONEPCSUPPORT FOR MILES CAMPUS$15,000
MILES MEMORIAL HOSPITAL LEAGUE THRIFT STORE
114 CHURCH STREETDAMARISCOTTAME04543NONEPCSUPPORT OF OPERATIONS$20,000
VEGGIES TO TABLE
27 BAILEY LANENEWCASTLEME04553NONEPCOPERATIONAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,016,616TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$222,563ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$756,159ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$978,758ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$978,758TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,940Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,940DisbursementsCharitablePrpsAmt

Amortization Schedule AmortizationSchedule

Amortization Schedule Detail AmortizationScheduleDetail (2 entries)

Amortized ExpensesAmortizedExpensesDescAcquired Completed Or ExpendedAcquiredCompletedOrExpendedDtAmortizedAmortizedAmtDeduction For Prior YearsDeductionForPriorYearsAmtAmortization PeriodAmortizationPeriodRtCurrent Year AmortizationCurrentYearAmortizationAmtNet Investment IncomeNetInvestmentIncomeAmtTotal AmortizationTotalAmortizationAmt
ORGANIZATION COSTS2014-12-01$10,870$7,673180.000000000000$725$0$8,398
ORGANIZATION COSTS2016-01-01$9,330$5,909180.000000000000$622$0$6,531

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,976,504EOYBookValueAmt
EOYFMV$1,941,552EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$2,863,024EOYBookValueAmt
EOYFMV$5,947,744EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$50,474StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$50,006StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemNEGOTIABLE CERTIFICATES OF DEPOSITCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$100,000BookValueAmt
EOYFMV$100,387EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$78,750LegalFeesAmt
Net Investment Income$7,875NetInvestmentIncomeAmt
Disbursements Charitable Prps$70,875DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescORGANIZATION COSTS, NETDesc
BOY Book Value$6,618BOYBookValueAmt
EOY Book Value$5,271EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DIRECTORS & OFFICERS LIABILITY INSURANCE$798$399$399
CORPORATE FILING FEE$35$0$35
AMORTIZATION$1,347$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$33,519Amt
Net Investment Income$33,519NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
990-PF CURRENT YEAR$14,000$0$0
990-PF PRIOR YEAR$3,145$0$0

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