KENNEBEC SAVINGS BANK FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KENNEBEC SAVINGS BANK FOUNDATION (EIN 22-2624600)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-21
- IRS object ID
- 202601119349102510
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-21T12:57:24-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Congress St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04102 | 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 | 222624600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kennebec Savings Bank Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 2076225801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 State Street PO Box 50 | AddressLine1Txt |
| City | Augusta | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04332 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nicolas G Patenaude | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2076225801 | PhoneNum |
| Signature | 2026-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph R Byrne | PreparerPersonNm |
| PTIN | P01289281 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2026-04-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,748,848 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $699,160 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $361,869 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $361,869 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $791,946 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,337,858 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $791,946 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,852,975 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,153,815 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $80,520 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,520 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,028 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $119,098 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $865,654 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $865,654 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $984,752 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $868,929 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $868,223 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,070,020 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90 | CashBOYAmt |
| Cash EOY | $90 | CashEOYAmt |
| Cash EOYFMV | $90 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $728,029 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $932,675 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $932,675 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,989,416 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,349,690 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,349,690 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,934,896 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,922,159 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,922,159 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,196,576 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,544,234 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,544,234 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $16,849,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,748,848 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,748,848 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,027,588 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,027,588 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,821,419 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,721,260 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,849,007 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,748,848 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,849,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,748,848 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,849,007 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $868,223 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,031,618 | OtherIncreasesAmt |
| Subtotal | $18,748,848 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,748,848 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Traded Securities | $4,138,018 | $3,545,912 | $592,106 | $592,106 | |
| Capital Gains Dividends | $199,840 | $199,840 | $199,840 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $791,946 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,873 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,873 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,873 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,126 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,126 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,747 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kennebec Savings Bank | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2076225801 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 State Street PO Box 50 | AddressLine1Txt |
| City | Augusta | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04332 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| Andrew E Silsby | ||||||||
| 150 State Street PO Box 50 | Augusta | ME | 04332 | President/Clerk | 1.00 | $0 | $0 | $0 |
| Nicolas G Patenaude | ||||||||
| 150 State Street PO Box 50 | Augusta | ME | 04332 | Treasurer | 1.00 | $0 | $0 | $0 |
| Craig J Garofalo | ||||||||
| 150 State Street PO Box 50 | Augusta | ME | 04332 | Vice President | 1.00 | $0 | $0 | $0 |
| Amy P Tardiff | ||||||||
| 150 State Street PO Box 50 | Augusta | ME | 04332 | Director | 1.00 | $0 | $0 | $0 |
| Charles W Hays Jr | ||||||||
| 150 State Street PO Box 50 | Augusta | ME | 04332 | Director | 1.00 | $0 | $0 | $0 |
| Mark L Johnston | ||||||||
| 150 State Street PO Box 50 | Augusta | ME | 04332 | Director | 1.00 | $0 | $0 | $0 |
| William W Sprague Jr | ||||||||
| 150 State Street PO Box 50 | Augusta | ME | 04332 | Director | 1.00 | $0 | $0 | $0 |
| Norman S Elvin | ||||||||
| 150 State Street PO Box 50 | Augusta | ME | 04332 | Director | 1.00 | $0 | $0 | $0 |
| Diane F Hastings | ||||||||
| 150 State Street PO Box 50 | Augusta | ME | 04332 | Director | 1.00 | $0 | $0 | $0 |
| Mary A Dennison | ||||||||
| 150 State Street PO Box 50 | Augusta | ME | 04332 | Director | 1.00 | $0 | $0 | $0 |
| Christopher L Gaunce | ||||||||
| 150 State Street PO Box 50 | Augusta | ME | 04332 | Director | 1.00 | $0 | $0 | $0 |
| Alison A Lorenz | ||||||||
| 150 State Street PO Box 50 | Augusta | ME | 04332 | Director | 1.00 | $0 | $0 | $0 |
| Brian H Tarbuck | ||||||||
| 150 State Street PO Box 50 | Augusta | ME | 04332 | Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSB Investment Management & Trust Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 State Street | AddressLine1Txt |
| City | Augusta | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04332 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management Services | ServiceTypeTxt |
| Compensation | $80,520 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,493,206 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $868,382 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,361,588 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,361,588 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $260,424 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,101,164 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $855,058 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $855,058 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,873 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,873 | TotalTaxAmt |
| Distributable Before Adj | $840,185 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $840,185 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $840,185 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $868,929 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $868,929 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $840,185 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $27,524 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,121 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,008 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $59,653 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $868,929 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $840,185 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,744 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $88,397 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $88,397 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,524 | ExcessFromYear4Amt |
| Excess From Year3 | $12,121 | ExcessFromYear3Amt |
| Excess From Year2 | $20,008 | ExcessFromYear2Amt |
| Excess From Current Year | $28,744 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Kennebec Savings Bank Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 State Street PO Box 50 | AddressLine1Txt |
| City | Augusta | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04332 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2076225801 | RecipientPhoneNum |
| Form And Info And Materials | The Foundation accepts applications and may make some donations without a formal request. Applications must include the organization's name, address, purpose of the request, amount requested, and other relevant details. For the Catalyst Grant program, a formal application is required. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Applications are accepted on a rolling basis. For the Catalyst Grant program, June 1 to August 31. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Applicants must be tax-exempt under Section 501(c)(3) of the Internal Revenue Code. Awards are generally granted to organizations providing services within the market area of Kennebec Savings Bank. The Foundation does not provide support for political purposes. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (120 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 30 Mile River Watershed | |||||||
| PO Box 132 | Mt Vernon | ME | 04352 | N/A | PC | Annual Support & Construction Contribution | $8,000 |
| Alfond Youth & Community Center | |||||||
| 126 North Street | Waterville | ME | 04901 | N/A | PC | Project & Annual Support | $35,000 |
| Alfond Youth & Community Center | |||||||
| 126 North Street | Waterville | ME | 04901 | N/A | PC | Summer Camp Scholarships | $10,000 |
| Andwell Health Partners | |||||||
| 15 Strawberry Ave | Lewiston | ME | 04240 | N/A | PC | Event Support | $2,500 |
| Animal Refuge League of Greater Portland | |||||||
| PO Box 336 | Westbrook | ME | 04098 | N/A | PC | Event Support | $1,000 |
| Annabessacook Lake Improvement Association | |||||||
| PO Box 462 | Winthrop | ME | 04364 | N/A | PC | Herbicide Treatment Support | $16,500 |
| Augusta Colonial Theater | |||||||
| PO Box 2267 | Augusta | ME | 04338 | N/A | PC | Operational Support | $50,000 |
| Augusta Colonial Theater | |||||||
| 70 State Street | Augusta | ME | 04330 | N/A | PC | Annual Support | $8,500 |
| Augusta Downtown Alliance | |||||||
| PO Box 2066 | Augusta | ME | 04338 | N/A | PC | Annual Support | $5,000 |
| Augusta Food Bank | |||||||
| 161 Mount Vernon Ave | Augusta | ME | 04330 | N/A | PC | Annual Donation | $10,000 |
| Augusta Symphony Orchestra | |||||||
| PO Box 5694 | Augusta | ME | 043325694 | N/A | PC | Annual Support | $2,500 |
| Bearnstow | |||||||
| 84 Bearnstow Rd | Mt Vernon | ME | 04352 | N/A | PC | Renovation Support | $2,500 |
| Bicycle Coalition of Maine | |||||||
| 31 Diamond Street | Portland | ME | 04101 | N/A | PC | Annual Support | $2,500 |
| Boys and Girls Club Augusta Teen Center | |||||||
| 244 Water Street | Augusta | ME | 04330 | N/A | PC | Operational Support | $5,000 |
| Boys and Girls Clubs of Kennebec Valley | |||||||
| 14 Pray Street | Gardiner | ME | 04345 | N/A | PC | Annual Support | $10,000 |
| Bread of Life Ministries | |||||||
| 159 Water Street | Augusta | ME | 04330 | N/A | PC | Annual Support | $2,500 |
| Bridging the Gap | |||||||
| 209 Eastern Ave | Augusta | ME | 04330 | N/A | PC | Annual Support | $4,500 |
| Camp Sunshine | |||||||
| 35 Acadia Road | Casco | ME | 04015 | N/A | PC | Event Support | $2,500 |
| Camp Susan Curtis | |||||||
| 70 Center Street Unit 204 | Portland | ME | 04101 | N/A | PC | Camp Scholarships | $1,500 |
| Camp To Belong Maine | |||||||
| PO Box 507 | Augusta | ME | 04332 | N/A | PC | Camp Scholarships | $1,300 |
| Capital Area Recreation Association | |||||||
| PO Box 5275 | Augusta | ME | 04332 | N/A | PC | Annual Support | $10,000 |
| Central Maine Christmas Family Dinner | |||||||
| PO Box 2712 | Waterville | ME | 049012712 | N/A | PC | Event Support | $1,000 |
| Chase Fossett Scholarship Fund | |||||||
| 105 Dresden Ave | Gardiner | ME | 04345 | N/A | PC | Event Support | $1,000 |
| Children's Center | |||||||
| 1 Alden Ave | Augusta | ME | 04330 | N/A | PC | Event Support | $2,500 |
| Children's Discovery Museum | |||||||
| 7 Eustis Parkway | Waterville | ME | 04901 | N/A | PC | Annual Support | $2,500 |
| China Lake Association | |||||||
| PO Box 6215 | China | ME | 04926 | N/A | PC | Mitigation Project Matching Grant | $5,000 |
| Chrysalis Place Gardiner Area Food Center | |||||||
| 16 Gudrun Drive | Gardiner | ME | 04345 | N/A | PC | Annual Support | $2,500 |
| CODA Chorus | |||||||
| PO Box 146 | Winthrop | ME | 04364 | N/A | PC | Event Support | $1,750 |
| CYC Lake Association | |||||||
| PO Box 17 | Manchester | ME | 04351 | N/A | PC | Annual Support | $22,500 |
| Educare Central Maine | |||||||
| 56 Drummond Ave | Waterville | ME | 04901 | N/A | PC | Annual Support | $2,500 |
| Elm City Community Music School | |||||||
| 17 Railroad Square | Waterville | ME | 04901 | N/A | PC | Music Lesson Scholarships | $2,000 |
| Ember's Paws of Hope | |||||||
| 29 River Meadows Drive | Steep Falls | ME | 04085 | N/A | PC | Operational Support | $15,000 |
| Emergency Action Network | |||||||
| Attn TEAN 46 Federal Street | Brunswick | ME | 04011 | N/A | PC | Annual Support | $1,000 |
| Falmouth Conservation Trust | |||||||
| PO Box 6172 | Falmouth | ME | 04105 | N/A | PC | Event Support | $2,500 |
| Family Violence Project | |||||||
| PO Box 304 | Augusta | ME | 043320304 | N/A | PC | Annual Support | $3,000 |
| Finding Our Voices | |||||||
| PO Box 943 | Camden | ME | 04843 | N/A | PC | Annual Support | $5,000 |
| First Amendment Museum | |||||||
| 184 State Street | Augusta | ME | 04330 | N/A | PC | Annual Support | $10,000 |
| Foundation for Portland Public Schools | |||||||
| 353 Cumberland Ave | Portland | ME | 04101 | N/A | PC | Operational & Event Support | $12,500 |
| Freeport Community Services | |||||||
| PO Box 119 | Freeport | ME | 04032 | N/A | PC | Annual Support | $6,200 |
| Freeport Wood Bank | |||||||
| PO Box 32 | Freeport | ME | 04032 | N/A | PC | Campaign Donation | $10,000 |
| Friends of Belgrade Lakes Village | |||||||
| PO Box 331 | Belgrade Lakes | ME | 04918 | N/A | PC | Parking Lot Campaign | $1,000 |
| Friends of Lake Winnecook (Unity Pond Algae Mitigation) | |||||||
| PO Box 73 | Unity | ME | 04988 | N/A | PC | Matching Grant Donation | $11,000 |
| Friends of Quarry Road | |||||||
| PO Box 2302 | Waterville | ME | 04901 | N/A | PC | Capital Improvements | $25,000 |
| Friends of the Kennebec River Rail Trail | |||||||
| PO Box 2195 | Augusta | ME | 04338 | N/A | PC | Annual Support | $1,500 |
| Gardiner Library Association | |||||||
| 152 Water Street | Gardiner | ME | 04345 | N/A | PC | Capital Improvements | $25,000 |
| Gardiner Main Street | |||||||
| PO Box 194 | Gardiner | ME | 04345 | N/A | PC | Annual Support | $2,000 |
| Genesis Fund | |||||||
| 22 Lincoln Street | Brunswick | ME | 04011 | N/A | PC | Annual Support | $1,000 |
| Good Shepherd Food Bank | |||||||
| PO Box 1807 | Auburn | ME | 04211 | N/A | PC | Annual Support | $2,000 |
| Good Will-Hinckley | |||||||
| 16 Prescott Drive | Hinckley | ME | 04944 | N/A | PC | Event Support | $1,500 |
| Greater Portland Business Education Collaborative | |||||||
| 93 Exchange Street | Portland | ME | 04101 | N/A | PC | Campaign Donation | $10,000 |
| GrowSmart Maine | |||||||
| 227 Water Street 215 | Augusta | ME | 04330 | N/A | PC | Event Support | $7,000 |
| Hallowell Foodbank | |||||||
| PO Box 214 | Hallowell | ME | 04347 | N/A | PC | Annual Support | $5,500 |
| Hearts Foundation | |||||||
| 1 Union Wharf 3rd Floor | Portland | ME | 04101 | N/A | PC | Annual Support | $5,000 |
| Holocaust Human Rights Center of Maine | |||||||
| 46 University Drive | Augusta | ME | 04330 | N/A | PC | Unrestricted Donation | $1,000 |
| Honor Flight Maine | |||||||
| PO Box 699 | Brunswick | ME | 04011 | N/A | PC | Unrestricted Support | $5,000 |
| Independence Association | |||||||
| 3 Industrial Parkway Suite 1 | Brunswick | ME | 04011 | N/A | PC | Annual Support | $1,000 |
| Johnson Hall Performing Arts Center | |||||||
| PO Box 777 | Gardiner | ME | 04345 | N/A | PC | Campaign Donation | $25,000 |
| Johnson Hall Performing Arts Center | |||||||
| PO Box 777 | Gardiner | ME | 04345 | N/A | PC | Annual Support | $12,500 |
| Junior Achievement of Maine | |||||||
| 566 Congress Street Suite 306 | Portland | ME | 04101 | N/A | PC | Event Support | $7,500 |
| Kennebec Historical Society | |||||||
| PO Box 5582 | Augusta | ME | 043325582 | N/A | PC | Annual Support | $2,500 |
| Kennebec Land Trust | |||||||
| PO Box 261 | Winthrop | ME | 04364 | N/A | PC | Howard Hill Campaign | $45,000 |
| Kennebec Land Trust | |||||||
| PO Box 261 | Winthrop | ME | 04364 | N/A | PC | Annual Support | $6,500 |
| Kennebec Performing Arts Company | |||||||
| PO Box 481 | Augusta | ME | 04330 | N/A | PC | Annual Support | $2,000 |
| Kennebec Valley Garden Club | |||||||
| 70 Purinton Ave | Augusta | ME | 04330 | N/A | PC | Annual Support | $1,500 |
| Kennebec Valley YMCA | |||||||
| 31 Union Street | Augusta | ME | 04330 | N/A | PC | Scholarship Donation | $7,000 |
| KETCHA Outdoors | |||||||
| 336 Black Point Road | Scarborough | ME | 04074 | N/A | PC | Event Support | $1,000 |
| KVCAP - South End Teen Center | |||||||
| 5 Libby Court | Waterville | ME | 04901 | N/A | PC | Operational Support | $15,000 |
| Lifeflight Foundation | |||||||
| PO Box 859 | Augusta | ME | 04332 | N/A | PC | Helmet Campaign | $2,850 |
| Literacy Volunteers of Kennebec | |||||||
| 12 Spruce Street | Augusta | ME | 04330 | N/A | PC | Dolly Parton Library Program | $1,000 |
| Literacy Volunteers of Kennebec | |||||||
| 12 Spruce Street | Augusta | ME | 04330 | N/A | PC | Annual Support | $2,000 |
| Locker Project | |||||||
| PO Box 3134 | Portland | ME | 04104 | N/A | PC | Annual Support | $2,500 |
| Maine Academy of Modern Music | |||||||
| 125 Presumpscot St 14 | Portland | ME | 041035225 | N/A | PC | Waterville Concert Tour Support | $2,000 |
| Maine Arts Academy | |||||||
| 310 Cony Road | Augusta | ME | 04330 | N/A | PC | Operational Support | $10,000 |
| Maine Center for Public Interest Reporting | |||||||
| PO Box 284 | Hallowell | ME | 04347 | N/A | PC | Program & Annual Support | $10,000 |
| Maine Children's Home | |||||||
| 93 Silver Street | Waterville | ME | 04901 | N/A | PC | Program Support | $8,500 |
| Maine College of Art & Design | |||||||
| 522 Congress Street | Portland | ME | 04101 | N/A | PC | Event Support | $3,000 |
| Maine Crafts Association | |||||||
| PO Box 342 | Gardiner | ME | 04345 | N/A | PC | Craft Apprenticeship Program | $1,000 |
| Maine GearShare | |||||||
| 657 Old Portland Road | Brunswick | ME | 04011 | N/A | PC | Event Support | $3,500 |
| Maine Golf | |||||||
| 2 Old County Road Ext | Freeport | ME | 04032 | N/A | PC | Campaign Donation | $10,000 |
| Maine Jumpstart | |||||||
| PO Box 5024 | Augusta | ME | 04332 | N/A | PC | Event Support | $2,500 |
| Maine Skateboard Association | |||||||
| 289 Pearl Street | Bangor | ME | 04401 | N/A | PC | Event Support | $1,500 |
| Maine TREE Foundation | |||||||
| 535 Civic Center Drive | Augusta | ME | 04330 | N/A | PC | Educator Training Sponsorship | $1,000 |
| Mid-Coast Hunger Prevention Program | |||||||
| 179 Neptune Drive | Brunswick | ME | 04011 | N/A | PC | Annual Support | $1,000 |
| Mitchell Institute | |||||||
| 75 Washington Ave Suite 2E | Portland | ME | 04101 | N/A | PC | Operational & Event Support | $17,000 |
| Mount Merici Academy | |||||||
| 18 Mount Merici Ave | Waterville | ME | 04901 | N/A | PC | IXL Software Purchase | $3,050 |
| Neighbors Driving Neighbors | |||||||
| PO Box 142 | Mt Vernon | ME | 04352 | N/A | PC | Annual Support | $2,500 |
| New Ventures Maine | |||||||
| 46 University Drive | Augusta | ME | 04330 | N/A | PC | Marketing Mini-Grant Program | $1,000 |
| PALS | |||||||
| 188 Case Road | Winthrop | ME | 04364 | N/A | PC | Event Support | $2,700 |
| Portland Conservatory of Music | |||||||
| 28 Neal Street | Portland | ME | 04102 | N/A | PC | Annual Support | $3,000 |
| Portland Parks Conservatory | |||||||
| 212 Canco Road Suite A | Portland | ME | 04103 | N/A | PC | Pool Project | $25,000 |
| Portland Trails | |||||||
| 38 Diamond Street | Portland | ME | 04101 | N/A | PC | Trail Support | $3,000 |
| Preble Street | |||||||
| 55 Portland Street | Portland | ME | 04101 | N/A | PC | Annual Support | $5,000 |
| Readfield Union Meeting House | |||||||
| PO Box 451 | Readfield | ME | 04355 | N/A | PC | Event Support | $1,000 |
| Shine on Cass | |||||||
| 64 Heritage Rd | Oakland | ME | 04963 | N/A | PC | Annual Support | $5,000 |
| Shutterbugs 4 Charity | |||||||
| 50 Industrial Park Road | Saco | ME | 04072 | N/A | PC | Unrestricted Donation | $1,000 |
| Tedford Housing | |||||||
| PO Box 958 | Brunswick | ME | 04011 | N/A | PC | Warming Center Support | $10,000 |
| The Maine Long-Term Care Ombudsman Program | |||||||
| 61 Winthrop Street | Augusta | ME | 04330 | N/A | PC | Annual Support | $1,000 |
| The Telling Room | |||||||
| 225 Commercial St Suite 201 | Portland | ME | 04101 | N/A | PC | Annual Support | $1,500 |
| Theater at Monmouth | |||||||
| PO Box 385 | Monmouth | ME | 04259 | N/A | PC | Event Support | $8,500 |
| Town of Manchester | |||||||
| PO Box 18 | Manchester | ME | 04351 | N/A | GOV | WindowDressers Program | $1,000 |
| Town of Oakland | |||||||
| PO Box 187 | Oakland | ME | 04963 | N/A | GOV | Event Support | $5,000 |
| Town of Readfield | |||||||
| 8 Old Kents Hill Road | Readfield | ME | 04355 | N/A | GOV | Fairgrounds Community Park Capital Campaign | $25,000 |
| Town of Winthrop | |||||||
| 17 Highland Ave | Winthrop | ME | 04364 | N/A | GOV | Event Support | $1,300 |
| United Way of Kennebec Valley | |||||||
| 121 Commercial Street | Augusta | ME | 04330 | N/A | PC | Annual Support | $47,004 |
| United Way of Southern Maine | |||||||
| 550 Forest Avenue Suite 100 | Portland | ME | 04101 | N/A | PC | Heating Assistance Fund | $5,000 |
| Vaughan Woods Historic Homestead | |||||||
| 2 Litchfield Rd | Hallowell | ME | 04347 | N/A | PC | Annual Support | $2,000 |
| Victoria Mansion | |||||||
| 109 Danforth Street | Portland | ME | 04101 | N/A | PC | Campaign Donation | $25,000 |
| Viles Arboretum | |||||||
| 153 Hospital Street | Augusta | ME | 04330 | N/A | PC | Annual Support | $2,500 |
| Watershed Friends | |||||||
| PO Box 206 | East Winthrop | ME | 04343 | N/A | PC | Annual Support | $15,000 |
| Watershed Friends | |||||||
| PO Box 206 | East Winthrop | ME | 04343 | N/A | PC | Boat Purchase Support | $5,000 |
| Waterville Area Soup Kitchen | |||||||
| PO Box 1494 | Waterville | ME | 04903 | N/A | PC | Operational Support | $5,000 |
| Waterville High School | |||||||
| 1 Brooklyn Ave | Waterville | ME | 04901 | N/A | PC | Strings Program Scholarship/Instrument | $2,500 |
| Western Prom Sunset Concerts | |||||||
| 128 Emery Street | Portland | ME | 04102 | N/A | PC | Event Support | $1,000 |
| Winthrop Historical Society | |||||||
| 107 Main Street | Winthrop | ME | 04364 | N/A | PC | Annual Support | $1,500 |
| Winthrop Public Library Foundation | |||||||
| PO Box 580 | Winthrop | ME | 04364 | N/A | PC | Summer Reading Support | $3,000 |
| Women in Need | |||||||
| 10 Gleckler Rd | Portland | ME | 04103 | N/A | PC | Event Support | $5,000 |
| Yarmouth Little League | |||||||
| PO Box 712 | Yarmouth | ME | 04096 | N/A | PC | Annual Support | $5,500 |
| YMCA Camp of Maine | |||||||
| PO Box 446 | Winthrop | ME | 04364 | N/A | PC | Operational Support | $15,000 |
| YMCA Camp of Maine | |||||||
| PO Box 446 | Winthrop | ME | 04364 | N/A | PC | Campaign Donation | $5,000 |
| Youth in Action | |||||||
| 53 Spruce Street | Portland | ME | 04102 | N/A | PC | Event Support | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $865,654 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alfond Youth & Community Center | |||||||
| 126 North Street | Waterville | ME | 04901 | N/A | PC | Catalyst Grant - Program Support | $5,000 |
| Augusta Colonial Theater | |||||||
| PO Box 2267 | Augusta | ME | 04338 | N/A | PC | Operational Support | $50,000 |
| Ember's Paws of Hope | |||||||
| 29 River Meadows Drive | Steep Falls | ME | 04085 | N/A | PC | Catalyst Grant - Program Support | $15,000 |
| Foundation for Portland Public Schools | |||||||
| 353 Cumberland Ave | Portland | ME | 04101 | N/A | PC | Catalyst Grant - Program Support | $5,000 |
| Greater Portland Business Education Collaborative | |||||||
| 93 Exchange Street | Portland | ME | 04101 | N/A | PC | Build Homes Build Community Program | $20,000 |
| KVCAP - South End Teen Center | |||||||
| 5 Libby Court | Waterville | ME | 04901 | N/A | PC | Catalyst Grant - Program Support | $15,000 |
| Maine Arts Academy | |||||||
| 310 Cony Road | Augusta | ME | 04330 | N/A | PC | Catalyst Grant - Program Support | $5,000 |
| YMCA Camp of Maine | |||||||
| PO Box 446 | Winthrop | ME | 04364 | N/A | PC | Catalyst Grant - Program Support | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $130,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $361,869 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $791,946 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,153,815 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,153,815 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kennebec Savings Bank | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 State Street | AddressLine1Txt |
| City | Augusta | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04330 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $699,160 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Publicly Traded Securities | NoncashPropertyDesc |
| Fair Market Value | $699,160 | FairMarketValueAmt |
| Received | 2025-12-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $6,550 | Amt |
| Net Investment Income | $3,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,275 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (31 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 75000 SHR AT&T INC T 2.300% due 06/01/27 | $73,325 | $73,325 |
| 120000 SHR American Express Co 4.90% due 02/13/2026 | $120,032 | $120,032 |
| 120000 SHR Amgen Inc. 5.25% due 03/02/2033 | $124,225 | $124,225 |
| 50000 SHR Apple Inc 3.25% due 02/23/2026 | $49,948 | $49,948 |
| 80000 SHR Bank Of America Corp 2.087% due 06/14/29 | $76,299 | $76,299 |
| 60000 SHR Broadcom Inc 4.75% due 04/15/2029 | $61,145 | $61,145 |
| 100000 SHR CVS Health Corp 5.00% due 01/30/2029 | $102,153 | $102,153 |
| 90000 SHR Charles Schwab Corp 6.196% Due 11/17/2029 | $95,206 | $95,206 |
| 75000 SHR Cigroup Inc 1.462% due 06/09/27 | $74,124 | $74,124 |
| 120000 SHR Cizens Financial Group Inc 5.718% Due 07/23/2032 | $125,846 | $125,846 |
| 110000 SHR Enterprise Products Operang LLC 4.95% due 02/15/2035 | $111,374 | $111,374 |
| 100000 SHR Fih Third Bancorp 6.361% due 10/27/2028 | $104,083 | $104,083 |
| 60000 SHR Goldman Sachs Group 3.8% due 03/15/2030 | $59,040 | $59,040 |
| 120000 SHR Hunngton Bancshares Incorporated 5.272% due 01/15/2031 | $123,554 | $123,554 |
| 80000 SHR Intel Corp 2.45% due 11/15/2029 | $74,611 | $74,611 |
| 80000 SHR Interconnental Exchange Inc 2.10% due 06/15/30 | $73,488 | $73,488 |
| 55000 SHR Keycorp MTN 2.25% due 04/06/27 | $53,756 | $53,756 |
| 70000 SHR Lowes Cos Inc 3.10% due 05/03/2027 | $69,230 | $69,230 |
| 60000 SHR Meta Plaorms Inc. 3.50% due 08/15/2027 | $59,890 | $59,890 |
| 75000 SHR Morgan Stanley 1.593% due 05/04/27 | $74,338 | $74,338 |
| 60000 SHR Morgan Stanley 5.25% due 04/21/2034 | $61,809 | $61,809 |
| 45000 SHR ORCL 2.65% due 07/15/2026 | $44,639 | $44,639 |
| 100000 SHR PNC Financial Services Group Inc 6.037% due 10/28/33 | $108,076 | $108,076 |
| 65000 SHR Salesforce.com Inc 3.70% due 4/11/2028 | $65,009 | $65,009 |
| 80000 SHR Starbucks Corp 2.25% due 03/12/30 | $73,775 | $73,775 |
| 30000 SHR Target Corp 2.50% due 04/15/2026 | $29,879 | $29,879 |
| 100000 SHR Truist Financial Corporation 5.071% due 05/20/2031 | $102,596 | $102,596 |
| 100000 SHR Unitedhealth Group Inc 5.15% due 07/15/2034 | $102,498 | $102,498 |
| 55000 SHR VMWare Inc 1.80% due 08/15/2028 | $52,021 | $52,021 |
| 80000 SHR Walt Disney Co 2.00% due 09/01/29 | $74,727 | $74,727 |
| 120000 SHR Williams Companies Inc. 5.30% due 08/15/2028 | $123,538 | $123,538 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 299 SHR Vanguard S&P 500 ETF | $187,512 | $187,512 |
| 15654.659 SHR American Funds EuroPacic Growth Fund Cl F3 (MStar *** ) | $949,612 | $949,612 |
| 13044.566 SHR Clearbridge Intl Growth Fund (Mstar *** ) | $967,124 | $967,124 |
| 42958.042 SHR Avantis Investors Emerging Markets Equity Fund Institutional C | $634,490 | $634,490 |
| 7564.053 SHR Cohen & Steers Instl Realty Shs (Mstar ***** ) | $362,318 | $362,318 |
| 119249.158 SHR MFS Blended Research Mid Cap Eq R6 (Mstar***** ) | $1,772,042 | $1,772,042 |
| 4954.276 SHR Vanguard Small Cap Index Admiral (Mstar **** ) | $612,249 | $612,249 |
| 228.49 SHR Abbvie Inc. | $128,411 | $128,411 |
| 349.99 SHR Adobe Sys Inc | $61,248 | $61,248 |
| 313 SHR Alphabet Inc. Cl A | $631,321 | $631,321 |
| 230.82 SHR Amazon.com Inc. | $415,014 | $415,014 |
| 175.57 SHR American Tower Corporation | $44,595 | $44,595 |
| 490.34 SHR Ameriprise Financial Inc | $96,597 | $96,597 |
| 271.86 SHR Apple Inc. | $542,633 | $542,633 |
| 325 SHR Berkshire Hathaway Cl B | $163,361 | $163,361 |
| 718 SHR Blackstone Inc | $110,673 | $110,673 |
| 32 SHR Booking Holdings Inc | $171,371 | $171,371 |
| 935 SHR Broadcom Inc | $323,604 | $323,604 |
| 416 SHR Caterpillar Inc | $238,314 | $238,314 |
| 1745 SHR Cisco Systems Inc. | $134,415 | $134,415 |
| 891 SHR ConocoPhillips | $83,407 | $83,407 |
| 187 SHR Costco Wholesale Corp. | $161,258 | $161,258 |
| 308 SHR Danaher Corp. | $70,507 | $70,507 |
| 482 SHR Ecolab Inc | $126,535 | $126,535 |
| 1672 SHR Exxon Mobil Corp | $201,208 | $201,208 |
| 670 SHR Fortive Corp | $36,991 | $36,991 |
| 320 SHR Home Depot Inc | $110,112 | $110,112 |
| 438 SHR Honeywell Intl Inc. | $85,449 | $85,449 |
| 616 SHR JPMorgan Chase & Co. | $198,488 | $198,488 |
| 363 SHR McDonald's Corp. | $110,944 | $110,944 |
| 1548 SHR Merck & Co. Inc. | $162,942 | $162,942 |
| 201 SHR Meta Plaorms Inc Cl A | $132,678 | $132,678 |
| 1450 SHR Microsoft Corp | $701,249 | $701,249 |
| 222 SHR Northrop Grumman Corp | $126,587 | $126,587 |
| 2734 SHR Nvidia Corp | $509,891 | $509,891 |
| 405 SHR PNC Financial Services Group | $84,536 | $84,536 |
| 767 SHR PepsiCo, Inc. | $110,080 | $110,080 |
| 400 SHR Procter & Gamble Co. | $57,324 | $57,324 |
| 972 SHR RTX Corporation | $178,265 | $178,265 |
| 367 SHR Salesforce Inc | $97,222 | $97,222 |
| 206 SHR Tesla Motors Inc | $92,642 | $92,642 |
| 246 SHR Thermo Fisher Scientic Inc. | $142,545 | $142,545 |
| 515 SHR Union Pacic Corp. | $119,130 | $119,130 |
| 415 SHR Visa Inc. | $145,545 | $145,545 |
| 1037 SHR Walmart Inc. | $115,532 | $115,532 |
| 408 SHR Chubb Ltd ADR | $127,345 | $127,345 |
| 517 SHR Eaton Corp PLC ADR | $164,670 | $164,670 |
| 537 SHR TE Connectivity Plc ADR | $122,173 | $122,173 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,349,690 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,349,690 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Investments | Desc |
| Amt | $1,031,618 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $80,520 | Amt |
| Net Investment Income | $80,520 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Taxes | CategoryTxt |
| Amt | $32,028 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments