MAX KAGAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MAX KAGAN FAMILY FOUNDATION (EIN 01-6019033)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-02
- IRS object ID
- 202602459349100610
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-02T12:48:45-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 851204190 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D MARTINES & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94 | AddressLine1Txt |
| City | YARMOUTH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 016019033 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAX KAGAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAXK | BusinessNameControlTxt |
| Phone | 2075761170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1240 | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 042111240 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR CANDACE K PLATZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2075761170 | PhoneNum |
| Signature | 2026-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID MARTINES | PreparerPersonNm |
| PTIN | P00853556 | PTIN |
| Phone | 2078199797 | PhoneNum |
| Preparation | 2026-09-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,032,869 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $44,800 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $41,300 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41,300 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $41,300 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $60,663 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,663 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $60,663 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $170,873 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,859,916 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $170,873 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $7,968 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $317,636 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $272,836 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $109,931 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $11,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,513 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,512 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,348 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,348 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $561 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $561 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,121 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,561 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,560 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,055 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,983 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,072 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $196,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $196,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $247,955 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,983 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $203,972 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $69,681 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $228,853 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $109,931 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $181,597 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,509 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,509 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $53,234 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $50,026 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $514,969 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $516,083 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,668,012 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,025,520 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,086,270 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $1,371,003 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,379,007 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,952,869 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,963,001 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,032,869 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,545,996 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,545,996 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,406,873 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,417,005 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,952,869 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,963,001 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,952,869 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,963,001 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,952,869 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $69,681 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,022,550 | SubtotalAmt |
| Other Decreases | $59,549 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,963,001 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PORTLAND TRUST CO | P | $57,770 | $57,928 | -$158 | -$158 |
| PORTLAND TRUST CO | P | $8,764 | $8,288 | $476 | $476 |
| PORTLAND TRUST CO | P | $427,915 | $420,189 | $7,726 | $7,726 |
| PORTLAND TRUST CO | P | $713,731 | $711,211 | $2,520 | $2,520 |
| UBS 33224 | P | $30,516 | $31,003 | -$487 | -$487 |
| UBS 33224 | P | $107,418 | $71,478 | $35,940 | $35,940 |
| UBS 37739 | P | $50,000 | $49,465 | $535 | $535 |
| UBS 62596 | P | $831 | $998 | -$167 | -$167 |
| UBS 62596 | P | $70,462 | $40,491 | $29,971 | $29,971 |
| UBS 62597 | P | $4,498 | $6,383 | -$1,885 | -$1,885 |
| UBS 62597 | P | $112,712 | $80,352 | $32,360 | $32,360 |
| UBS 62599 | P | $36,859 | $8,510 | $28,349 | $28,349 |
| UBS 62600 | P | $53,064 | $50,125 | $2,939 | $2,939 |
| UBS 62600 | P | $185,352 | $152,622 | $32,730 | $32,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $170,873 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,968 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,181 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,181 | SubtotalAmt |
| Tax Based On Investment Income | $3,181 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,560 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,560 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,379 | OverpaymentAmt |
| Applied To ES Tax | $3,379 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DR CANDACE K PLATZ | IndividualWithBooksNm |
| Phone | 2075761170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1240 | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 042111240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD GROSSMAN | ||||||||
| PO BOX 1240 | AUBURN | ME | 042111240 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DR CANDACE K PLATZ | ||||||||
| PO BOX 1240 | AUBURN | ME | 042111240 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DANIEL KAGAN | ||||||||
| PO BOX 1240 | AUBURN | ME | 042111240 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NIKKI KAGAN HARISHONM | ||||||||
| PO BOX 1240 | AUBURN | ME | 042111240 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,938,630 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,938,630 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,938,630 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,079 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,849,551 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $292,478 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $292,478 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,181 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,181 | TotalTaxAmt |
| Distributable Before Adj | $289,297 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $289,297 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $289,297 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $203,972 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $203,972 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $289,297 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $243 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $20,113 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $56,908 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $77,264 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $203,972 | QualifyingDistributionsAmt |
| Applied To Current Year | $203,972 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $77,264 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $77,264 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $8,061 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR CANDACE K PLATZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1240 | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2075761170 | RecipientPhoneNum |
| Recipient Email Address | CANDYPLATZ@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DEERFIELD ACADEMY | |||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | NONE | PC | OPERATIONAL SUPPORT | $2,500 |
| JEWISH FED OF S PALM BEACH COUNTY | |||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | NONE | PC | OPERATIONAL SUPPORT | $2,500 |
| UNIV OF MIAMI HILLEL | |||||||
| 1100 STANFORD DRIVE | CORAL GABLES | FL | 33146 | NONE | PC | OPERATIONAL SUPPORT | $1,500 |
| UNIV OF MIAMI HURRICANE CLUB | |||||||
| 5821 SAN AMARO DRIVE | CORAL GABLES | FL | 33146 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| ANGELS FOR ANGELS | |||||||
| 300 LENORA STREET 453 | SEATTLE | WA | 98121 | NONE | PC | OPERATIONAL SUPPORT | $11,600 |
| ONE MORE CHANCE (CATS) | |||||||
| 2127 S 1400 E | ST GEORGE | UT | 84790 | NONE | PC | OPERATIONAL SUPPORT | $600 |
| CHABAD OF ST GEORGE & S UTAH | |||||||
| 569 E 200 S | ST GEORGE | UT | 84770 | NONE | PC | OPERATIONAL SUPPORT | $600 |
| CHARLES RIVER SCHOOL | |||||||
| 6 OLD MEADOW ROAD | DOVER | MA | 02030 | NONE | PC | OPERATIONAL SUPPORT | $3,900 |
| WESTERN MAINE CENTER FOR CHILDREN | |||||||
| 3209 CARRABASSETT DR 2 | CARRABASSETT VALLEY | ME | 04947 | NONE | PC | OPERATIONAL SUPPORT | $3,600 |
| BU HILLEL HOUSE | |||||||
| 213 BAY STATE ROAD | BOSTON | MA | 02215 | NONE | PC | OPERATIONAL SUPPORT | $500 |
| TILTON SCHOOL | |||||||
| 30 SCHOOL STREET | TILTON | NH | 03276 | NONE | PC | OPERATIONAL SUPPORT | $500 |
| JEWISH FAMILY SERV OF NJ | |||||||
| 30A VREELAND RD SUITE 301 | FLORHAM PARK | NJ | 07932 | NONE | PC | OPERATIONAL SUPPORT | $3,500 |
| TEMPLE BETH SHALOM | |||||||
| 193 EAST MT PLEASANT AVE | LIVINGSTON | NJ | 07039 | NONE | PC | OPERATIONAL SUPPORT | $2,500 |
| JEWISH FEDERATION OF GREATER NJ | |||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 079810929 | NONE | PC | OPERATIONAL SUPPORT | $500 |
| SHRINERS CHILDREN | |||||||
| PO BOX 947765 | ATLANTA | GA | 30394 | NONE | PC | OPERATIONAL SUPPORT | $300 |
| PJ LIBRARY | |||||||
| 67 HUNT ST STE 100 | AGAWAM | MA | 01001 | NONE | PC | OPERATIONAL SUPPORT | $300 |
| FRIENDS OF ISRAEL DEFENSE | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | OPERATIONAL SUPPORT | $1,500 |
| PLANNED PARENTHOOD FED OF AMERICA | |||||||
| 123 WILLIAMS ST FLOOR 10 | NEW YORK | NY | 10038 | NONE | PC | OPERATIONAL SUPPORT | $2,600 |
| ESSEX COUNTY GREENBELT | |||||||
| PO BOX 1026 | ESSEX | MA | 01929 | NONE | PC | OPERATIONAL SUPPORT | $300 |
| FRIENDS OF ARVA INSTITUTE | |||||||
| 1320 CENTRE ST STE 206 | NEWTON CENTRE | MA | 02459 | NONE | PC | OPERATIONAL SUPPORT | $2,100 |
| THE OPEN DOOR | |||||||
| 28 EMERSON AVE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $4,000 |
| BEVERLY BOOTSTRAPS | |||||||
| 35 PARK STREET | BEVERLY | MA | 01915 | NONE | PC | OPERATIONAL SUPPORT | $4,000 |
| WELLSPRING HOUSE | |||||||
| 302 ESSEX AVE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $4,000 |
| CARE OF LIFE | |||||||
| PO BOX 367794 | BONITA SPRINGS | FL | 34136 | NONE | PC | OPERATIONAL SUPPORT | $4,000 |
| CURE ALZHEIMERS FUND | |||||||
| 34 WASHINGTON ST STE 230 | WELLESLEY HILLS | MA | 02481 | NONE | PC | OPERATIONAL SUPPORT | $5,500 |
| HUNTINGTONS DISEASE SOC OF AMER | |||||||
| 50 OLD NUGENT FARM | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $2,600 |
| MARITIME GLOUCESTER | |||||||
| 23 HARBOR LOOP | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $450 |
| CAPE ANN MUSEUM | |||||||
| 27 PLEASANT STREET | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $1,050 |
| BACKYARD GROWERS | |||||||
| 103R MAPLEWOOD AVE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $1,500 |
| GENEROUS GROWERS | |||||||
| 2 LEXINGTON AVE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $1,500 |
| NAPLES BOTANICAL GARDEN | |||||||
| 4820 BAYSHORE DRIVE | NAPLES | FL | 34112 | NONE | PC | OPERATIONAL SUPPORT | $300 |
| CORKSCREW SWAMP SANCTUARY | |||||||
| 375 SANCTUARY ROAD | NAPLES | FL | 34120 | NONE | PC | OPERATIONAL SUPPORT | $500 |
| WBUR | |||||||
| 890 COMMONWEALTH AVE 3RD | BOSTON | MA | 02215 | NONE | PC | OPERATIONAL SUPPORT | $1,800 |
| ANTI-DEFAMATION LEAGUE | |||||||
| PO BOX 4495 | NEW YORK | NY | 10163 | NONE | PC | OPERATIONAL SUPPORT | $1,800 |
| DIGNITY MATTERS | |||||||
| PO BOX 1262 | WESTBOROUGH | MA | 01581 | NONE | PC | OPERATIONAL SUPPORT | $4,250 |
| WOUNDED WARRIORS PROJECT | |||||||
| PO BOX 758516 | TOPEKA | KS | 666758516 | NONE | PC | OPERATIONAL SUPPORT | $250 |
| GREATER ANDRO HUMANE SOCIETY | |||||||
| 55 STRAWBERRY AVE | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $4,000 |
| PALS SKYHOPE | |||||||
| 7110 REPUBLIC AIRPORT | FARMINGDALE | NY | 11735 | NONE | PC | OPERATIONAL SUPPORT | $15,000 |
| TEMPLE SHALOM SYNAGOGUE | |||||||
| PO BOX 3315 | AUBURN | ME | 04212 | NONE | PC | OPERATIONAL SUPPORT | $5,000 |
| TEMPLE BETH ELOHIIM | |||||||
| 10 BETHE RD | WELLESLEY | MA | 02481 | NONE | PC | OPERATIONAL SUPPORT | $4,000 |
| CORNELL UNIVERSITY | |||||||
| PO BOX 37334 | BOONE | IA | 50037 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| RIDING TO THE TOP | |||||||
| 14 LILAC DRIVE | WINDHAM | ME | 04062 | NONE | PC | OPERATIONAL SUPPORT | $5,000 |
| BELLA'S PROMISE | |||||||
| 9932 BAYWATER SRIVE | BOCA RATON | FL | 33496 | NONE | PC | OPERATIONAL SUPPORT | $2,000 |
| BROOKEUSA | |||||||
| 1040 MONARH ST STE 300 | LEXINGTON | KY | 40513 | NONE | PC | OPERATIONAL SUPPORT | $3,000 |
| TRULY ALL CATS PET RESCUE | |||||||
| 3147 FARGO AVE | LAKE WORTH | FL | 33467 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| FRIENDS OF YAD SARAH | |||||||
| 445 PARK AVE STE 1702 | NEW YORK | NY | 10022 | NONE | PC | OPERATIONAL SUPPORT | $500 |
| ISRAEL GUIDE DOG CENTER | |||||||
| 968 EASTON RD SUITE H | WARRINGTON | PA | 18976 | NONE | PC | OPERATIONAL SUPPORT | $750 |
| LAST STOP HORSE RESCUE | |||||||
| 4686 HIGHLAND ROAD | GAINSVILLE | GA | 30506 | NONE | PC | OPERATIONAL SUPPORT | $750 |
| FRIENDS OF NEVE MICHAEL VILLAGE | |||||||
| PO BOX 260067 | PEMBROKE PINES | FL | 33026 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE RM 1500 | NEW YORK | NY | 10017 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| MATI | |||||||
| 330 7TH AVE STE 1003 | NEW YORK | NY | 10001 | NONE | PC | OPERATIONAL SUPPORT | $500 |
| ARL GREATER PORTLAND | |||||||
| PO BOX 336 | WESTBROOK | ME | 04098 | NONE | PC | OPERATIONAL SUPPORT | $500 |
| CHOWDY FOUNDATION | |||||||
| 321 LINDEN STREET | WINNETKA | IL | 60093 | NONE | PC | OPERATIONAL SUPPORT | $600 |
| ONE TAIL AT A TIME | |||||||
| 2144 N WOOD STREET | CHICAGO | IL | 60614 | NONE | PC | OPERATIONAL SUPPORT | $150 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | PC | OPERATIONAL SUPPORT | $150 |
| CHRISTOPHER HOUSE | |||||||
| 5235 W BELDEN AVE | CHICAGO | IL | 60639 | NONE | PC | OPERATIONAL SUPPORT | $300 |
| CAMP AGASSIZ | |||||||
| 9 VERNON STREET | FRAMINGHAM | MA | 01701 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| CJP MASSACHUSETTS | |||||||
| 126 HIGH STREET | BOSTON | MA | 021102700 | NONE | PC | OPERATIONAL SUPPORT | $2,000 |
| ETZ CHAIM | |||||||
| 267 CONGRESS STREET | PORTLAND | ME | 04101 | NONE | PC | OPERATIONAL SUPPORT | $5,000 |
| MAINE JEWISH MUSEUM | |||||||
| 267 CONGRESS STREET | PORTLAND | ME | 04101 | NONE | PC | OPERATIONAL SUPPORT | $10,000 |
| TUCSON JEWISH MUSEUM | |||||||
| 564 S STONE AVENUE | TUCSON | AZ | 85701 | NONE | PC | OPERATIONAL SUPPORT | $7,500 |
| STAND WITH US | |||||||
| 1801 W OLYMPIC BLVD | PASADENA | CA | 91199 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| FREEPORT ROTARY | |||||||
| 53 DEPOT STREET | FREEPORT | ME | 04032 | NONE | PC | OPERATIONAL SUPPORT | $2,500 |
| MAINE HOLOCAUST & HUMAN RIGHTS | |||||||
| 46 UNIVERSITY DRIVE | AUGUSTA | ME | 04330 | NONE | PC | OPERATIONAL SUPPORT | $7,000 |
| ARIZONA JEWISH HISTORICAL SOC | |||||||
| 122 E CULVER STREET | PHOENIX | AZ | 85004 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| JEWISH FED OF COLLIER COUNTY | |||||||
| 4720 PINE RIDGE RD | NAPLES | FL | 34119 | NONE | PC | OPERATIONAL SUPPORT | $5,000 |
| ARTS NAPLES | |||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | NONE | PC | OPERATIONAL SUPPORT | $5,000 |
| HOLOCAUST MUSEUM & COHEN CENTER | |||||||
| 975 IMPERIAL GOLF COURSE | NAPLES | FL | 34110 | NONE | PC | OPERATIONAL SUPPORT | $5,000 |
| HARRY CHAPIN FOOD BANK | |||||||
| 3940 PROSPECT AVE 101 | NAPLES | FL | 34104 | NONE | PC | OPERATIONAL SUPPORT | $5,000 |
| STARABILITY FOUNDATION | |||||||
| 720 GOODLETTE FRANK RD | NAPLES | FL | 34102 | NONE | PC | OPERATIONAL SUPPORT | $5,000 |
| BAKER SENIOR CENTER NAPLES | |||||||
| 6200 AUTUMN OAKS LANE | NAPLES | FL | 34119 | NONE | PC | OPERATIONAL SUPPORT | $2,500 |
| GULF SHORE PLAYHOUSE | |||||||
| 100 GOODLETE FRANK RD | NAPLES | FL | 34102 | NONE | PC | OPERATIONAL SUPPORT | $2,000 |
| COLLIER SENIOR CENTER | |||||||
| 4898 CORONADO PKWY | NAPLES | FL | 34116 | NONE | PC | OPERATIONAL SUPPORT | $3,000 |
| PAWS CHICAGO | |||||||
| 1997 N CLYBOURN AVE | CHICAGO | IL | 60614 | NONE | PC | OPERATIONAL SUPPORT | $300 |
| JGIVE | |||||||
| 43 LUBLIN TR | LAKEWOOD | NJ | 08701 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $196,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,300 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,663 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $170,849 | ExclusionAmt |
| Related Or Exempt Function Incm | $24 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $272,812 | ExclusionAmt |
| Related Or Exempt Function Incm | $24 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $272,836 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CANDACE JAMES PLATZ | ||||||
| 1 | PO BOX 1240 | AUBURN | ME | 04211 | $10,000 | Yes (X) |
| LEAH GRACE KAYLER | ||||||
| 2 | 116 EAST MAIN STREET | GLOUCESTER | MA | 01930 | $10,000 | Yes (X) |
| DANIEL JULIE KAGAN | ||||||
| 3 | 2 ROLAND KIMBALL ROAD | FREEPORT | ME | 04031 | $10,000 | Yes (X) |
| BETH GROSSMAN RICK BOBROW | ||||||
| 4 | 2640 GREY OAKS DRIVE NORTH 29 | NAPLES | FL | 34105 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP | CategoryTxt |
| Amt | $11,025 | Amt |
| Net Investment Income | $5,513 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,512 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $546,104 | $545,775 |
| CORPORATE BONDS | $824,899 | $833,232 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $1,899,630 | $3,960,844 |
| MUTUAL FUNDS | $125,890 | $125,426 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSET RECONCILIATION | Desc |
| Amt | $59,549 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PTC - IA FEES | $6,482 | $6,482 |
| UBS 33224 - IA FEES | $6,234 | $6,234 |
| UBS 37739 - IA FEES | $3,620 | $3,620 |
| UBS 62596 - IA FEES | $5,451 | $5,451 |
| UBS 62597 - IA FEES | $4,592 | $4,592 |
| UBS 62599 - IA FEES | $5,665 | $5,665 |
| UBS 62600 - IA FEES | $4,304 | $4,304 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PTC - FOREIGN | $192 | $192 |
| UBS 33224 - FOREIGN | $8 | $8 |
| UBS 62596 - FOREIGN | $32 | $32 |
| UBS 62597 - FOREIGN | $4 | $4 |
| UBS 62600 - FOREIGN | $325 | $325 |
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