Liabilities / Assets
7th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
7th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
7th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
96th percentile
Higher net margin than 96% of similar nonprofits.
Top Officer Pay
20th percentile
Higher top officer pay than 20% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
82nd percentile
Faster asset growth than 82% of similar nonprofits.
Revenue Growth
98th percentile
Faster revenue growth than 98% of similar nonprofits.
Assets
Up$5,447,276
Up $896,483 (+20%) from 2016
Net Assets
Up$5,447,276
Up $896,483 (+20%) from 2016
Liabilities
Flat$0
Flat from 2016
Revenue
Up$501,549
Up $387,959 (+342%) from 2016
Expenses
Down$105,676
Down $6,887 (-6.1%) from 2016
Net Income
Up$395,873
Up $394,846 (+38447%) from 2016
To promote education in the town of kittery
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $4,475,606 | $5,398,514 | ▲ $922,908 |
| Savings and Temporary Cash Investments | $74,224 | $47,805 | ▼ $26,419 |
| Prepaid Expenses and Deferred Charges | $963 | $965 | ▲ $2 |
| Cash and Non-Interest-Bearing Accounts | - | $-8 | - |
| Total Assets | $4,550,793 | $5,447,276 | ▲ $896,483 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $2,837,130 | $3,161,244 | ▲ $324,114 |
| Permanently Rstr Net Assets | $916,187 | $1,292,710 | ▲ $376,523 |
| Temporarily Rstr Net Assets | $797,476 | $993,322 | ▲ $195,846 |
| Total Net Assets Fund Balance | $4,550,793 | $5,447,276 | ▲ $896,483 |
| Total Liabilities and Net Assets / Fund Balance | $4,550,793 | $5,447,276 | ▲ $896,483 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2017 | $4,550,798 | $377,023 | ▲ $625,136 | $10,047 | $5,447,285 |
| 2016 | $4,648,034 | - | ▲ $15,324 | $11,030 | $4,550,798 |
| 2015 | $4,435,955 | $100,000 | ▲ $188,027 | $18,516 | $4,648,034 |
| 2014 | $3,724,996 | $1,375 | ▲ $808,990 | $11,535 | $4,435,955 |
| 2013 | $3,267,451 | - | ▲ $545,129 | $10,140 | $3,724,996 |
| Name | Title |
|---|---|
| Kenneth E Lemont | President |
| Bret Taylor | Trustee |
| Jay Durgin | Trustee |
| Jeffrey Pelkey | Trustee |
| Tammy Hoyt Melcher | Trustee |
| Sherri Frisbee-marr | Secretary |
| Daniel O Seaward Jr | Treasurer |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $73,875 |
| Other Expenses | $31,801 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Individuals | $48,375 | - | - | $48,375 |
| Grants to Domestic Orgs | $25,500 | - | - | $25,500 |
| Fees for Service Investment Mgmnt Fees | $19,575 | $2,175 | - | $21,750 |
| Office Expenses | $3,409 | $379 | - | $3,788 |
| Fees for Services Accounting | - | $3,500 | - | $3,500 |
| Insurance | - | $2,763 | - | $2,763 |
| Total Functional Expenses | $96,859 | $8,817 | $0 | $105,676 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $105,676 |
| Total Expenses per Audited Statements | $105,676 |
| Total Expenses per Form 990 | $105,676 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Town of Kittery Maine School Dept | Kittery, ME | 6 | School Equipment | $22,046 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The treasurer of the board reviews and signs the return prior to filing.”
“Annual full disclosure, by notice in writing, shall be made by the interested parties to the full board of directors in all conflicts of interest. Following full disclosure of a possible conflict of interest, the board of directors shall determine whether a conflict of interest exists, and if so, the board shall vote to authorize or reject the transaction or take any other action deemed necessary to address the conflict and protect the trust's best interests.”
“Governing documents are made available upon request.”
“The trust's endowment fund is comprised of donor-designated and board- designated funds to function as endowment funds. Net assets consisting of those funds are classified and reported on the existence or absence of donor-imposed restrictions. The income from the funds is used for donor specified purposes including kittery student scholarships and culture and education purposes within the kittery school system and library. Operating overhead of the fund is provided by unrestricted earnings.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO PROMOTE EDUCATION IN THE TOWN OF KITTERY |
| IRS990/AllOtherContributionsAmt | 0 | 500 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | DANIEL O SEAWARD JR |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2074394689 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2 CHAUNCEY CREEK ROAD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | KITTERY POINT |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | ME |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 03905 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | -8 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 377023 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 73875 |
| IRS990/CYInvestmentIncomeAmt | 0 | 124526 |
| IRS990/CYOtherExpensesAmt | 0 | 31801 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 395873 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 105676 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 501549 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | TO PURCHASE AND MAINTAIN SCHOOL EQUIPMENT AND BOOKS,PROVIDE WATCH AND SCHOLARSHIP AWARDS AND TO PROMOTE EDUCATION AND CULTURAL PROGRAMS FOR THE STUDENTS OF THE TOWN OF KITTERY. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 96859 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 3500 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 3500 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 2175 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 19575 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 21750 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | BRET TAYLOR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | DANIEL O SEAWARD JR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JAY DURGIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | KENNETH E LEMONT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | SHERRI FRISBEE-MARR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JEFFREY PELKEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | TAMMY HOYT MELCHER |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1905 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GovernmentGrantsAmt | 0 | 376523 |
| IRS990/GrantAmt | 0 | 73875 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 48375 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 48375 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 25500 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 25500 |
| IRS990/GrantsToIndividualsInd | 0 | true |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 501549 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 7 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 2763 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 2763 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 124526 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 124526 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 4475606 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 5398514 |
| IRS990/IRPDocumentCnt | 0 | 1 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | ME |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | TO PROMOTE EDUCATION IN THE TOWN OF KITTERY |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 4550793 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 5447276 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 500610 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 379 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 3409 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 3788 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 916187 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 1292710 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 963 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 965 |
| IRS990/PrincipalOfficerNm | 0 | DANIEL O SEAWARD JR |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 81132 |
| IRS990/PYInvestmentIncomeAmt | 0 | 113590 |
| IRS990/PYOtherExpensesAmt | 0 | 31431 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1027 |
| IRS990/PYTotalExpensesAmt | 0 | 112563 |
| IRS990/PYTotalRevenueAmt | 0 | 113590 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 395873 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 74224 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 47805 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd | 0 | X |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | true |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | THE ROBERT W. TRAIP TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE CITIZENS AND PUBLIC OFFICIALS OF THE TOWN OF KITTERY. AS A RESULT OF THIS RELATIONSHIP THE TOWN OF KITTERY, BOTH THROUGH ITS CITIZENS AND ITS PUBLIC OFFICIALS, ALWAYS HAS A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES OF THE ORGANIZATION, IN THE TIMING OF GRANTS, THE MANNER OF MAKING THEM, THE SELECTION OF RECIPIENTS OR PROJECTS TO BE SUPPORTED, AND IN OTHERWISE DIRECTING THE USE OF THE INCOME AND ASSETS OF THE ROBERT W. TRAIP TRUST AS A SUPPORTING ORGANIZATION. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | AS DESCRIBED IN LINE 2, THE TOWN OF KITTERY HAS A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 2 | THE ROBERT W. TRAIP TRUST PERFORMS SIGNIFICANT FUNCTIONS IN THE AREA OF EDUCATION WHICH WOULD NORMALLY BE PERFORMED BY THE TOWN OF KITTERY, MAINE'S SCHOOL DEPARTMENT ITSELF. THESE PROJECTS INCLUDE THE FUNDING OF LIBRARY FACILITIES, MULTI-MEDIA CENTERS, ATHLETIC FACILITIES, COMPUTER SERVICES AND RELATED EQUIPMENT, MEDIA EQUIPMENT, FIELD TRIPS, CULTURAL ENRICHMENT ACTIVITIES, EXTRA-CURRICULAR ACTIVITIES AT THE SCHOOL, ETC. SINCE MOST OF THESE PAYMENTS ARE SPECIFICALLY EARMARKED FOR PARTICULAR PROJECTS, R.W. TRAIP TRUST MAINTAINS THAT IT CLEARLY MEETS THE INTEGRAL PART TEST. R.W. TRAIP TRUST ALSO FUNDS SECONDARY EDUCATION SCHOLARSHIPS SPECIFICALLY FOR THE TOWN OF KITTERY SCHOOL DEPARTMENT GRADUATES. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 3 | PART IV SECTION D, LINE 1: THE ROBERT W. TRAIP TRUST MISSED THE DEADLINE FOR PROVIDING THE MOST RECENTLY FILED TAX RETURN TO THE TOWN OF KITTERY AS OF NOVEMBER 30, 2017. THE REQUIRED WRITTEN DOCUMENTATION DESCRIBING THE AMOUNT AND TYPE OF SUPPORT WAS PROVIDED TO THE TOWN IN A TIMELY MANNER. THE FORM 990 WAS FILED WITH THE TOWN AS SOON AS THE MISSED DEADLINE WAS DISCOVERED. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART IV, SECTION D, LINE 2 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | PART IV, SECTION D, LINE 3 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 2 | PART IV, SECTION E, LINE 1C |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 3 | SUPPLEMENTAL INFORMATION |
| IRS990ScheduleA/IRSWrittenDeterminationInd | 0 | X |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 010377943 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 6 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 70421 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | TOWN OF KITTERY MAINE SCHOOL DEPARTMENT |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt | 0 | TOWN OF KITTERY MAINE SCHOOL DEPARTMENT |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3FuncIntInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 70421 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 0.58040 |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 21750 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 4550798 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 377023 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 5447285 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 73875 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 625136 |
| IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt | 0 | 10047 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 20401 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 4648034 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 4550798 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 81129 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 15324 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 11030 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 10439 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 4435955 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 100000 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 4648034 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 46993 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 188027 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 18516 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 19163 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 3724996 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 1375 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 4435955 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 68708 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 808990 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 11535 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 16628 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 3267451 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 3724996 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 60816 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 545129 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 10140 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | false |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | false |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 105676 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 500610 |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 0.18230 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 500610 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 501549 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE TRUST'S ENDOWMENT FUND IS COMPRISED OF DONOR-DESIGNATED AND BOARD- DESIGNATED FUNDS TO FUNCTION AS ENDOWMENT FUNDS. NET ASSETS CONSISTING OF THOSE FUNDS ARE CLASSIFIED AND REPORTED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE INCOME FROM THE FUNDS IS USED FOR DONOR SPECIFIED PURPOSES INCLUDING KITTERY STUDENT SCHOLARSHIPS AND CULTURE AND EDUCATION PURPOSES WITHIN THE KITTERY SCHOOL SYSTEM AND LIBRARY. OPERATING OVERHEAD OF THE FUND IS PROVIDED BY UNRESTRICTED EARNINGS. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE D, PAGE 2, PART V, LINE 4 |
| IRS990ScheduleD/TermEndowmentBalanceEOYPct | 0 | 0.23730 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 105676 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 501549 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 1002159 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 105676 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 48375 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | 1-4 YR. EDUC. SCHOLARSHIP |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 20 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 22046 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 6 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | SCHOOL EQUIPMENT |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | TOWN OF KITTERY MAINE SCHOOL DEPT |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 010377943 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 200 ROGERS ROAD |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | KITTERY |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | ME |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 03904 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | SCHOLARSHIPS ISSUED TO INDIVIDUALS ARE DISTRIBUTED TO THE RECIPIENTS' SCHOOL UPON RECEIPT BY THE BOARD OF SATISFACTORY GRADE RECORDS. GRANTS AWARDED TO RICE PUBLIC LIBRARY AND/OR KITTERY SCHOOL DEPARTMENT ARE REIMBURSEMENT TYPE AWARDS. THE BOARD VOTES ON EXPENDITURES THEY ARE WILLING TO COVER THE SCHOOL THEN PURCHASES THE ITEMS AND IS REIMBURSED UPON RECEIPT OF INVOICE BY THE BOARD. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE I, PAGE 1, PART I, LINE 2 |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 2 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE TREASURER OF THE BOARD REVIEWS AND SIGNS THE RETURN PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ANNUAL FULL DISCLOSURE, BY NOTICE IN WRITING, SHALL BE MADE BY THE INTERESTED PARTIES TO THE FULL BOARD OF DIRECTORS IN ALL CONFLICTS OF INTEREST. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS, AND IF SO, THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT THE TRUST'S BEST INTERESTS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt | 0 | 797476 |
| IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt | 0 | 993322 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | true |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 4550793 |
| IRS990/TotalAssetsEOYAmt | 0 | 5447276 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 4550793 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 5447276 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 377023 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 8817 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 96859 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 105676 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 4550793 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 5447276 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 96859 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 124526 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 501549 |
| IRS990/TotalVolunteersCnt | 0 | 7 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 4550793 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 5447276 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 2837130 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 3161244 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 7 |
| IRS990/VotingMembersIndependentCnt | 0 | 7 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DANIEL O SEAWARD JR |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2074393612 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-05-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROBERT W TRAIP TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROBE |
| ReturnHeader/Filer/EIN | 0 | 010242095 |
| ReturnHeader/Filer/PhoneNum | 0 | 2074393612 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 18 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | KITTERY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | ME |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 03904 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 9DB36216EBB4D2FD14FE4B78CAA2C9C15C470D7A |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | CC51D15BBBF9E20D1FA3D10817950DD4EADA27F1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 010522395 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SMITH & ASSOCIATES CPAS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 500 US ROUTE 1 STE 102 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | YARMOUTH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | ME |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 040966817 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2078468881 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-05-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | AMANDA SCHULTZ BROWN CPA |
| ReturnHeader/ReturnTs | 0 | 2018-05-14T16:15:32-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.