Carlisle Charitable Foundation (Formerly Equest Foundation)

990EZ • Fiscal year 2020 • EIN 01-0520715

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile WWW.CARLISLECHARITABLEFOUNDATION.ORG

PO Box 935Kennebunk, ME 04043-0935

(207) 967-3242

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

11%

Higher net margin than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

64%

Faster asset growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

6.5%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets55th percentile

Assets

$34,808

Up $13,529 (+64%) from 2019

Net Assets

$34,808

Up $13,529 (+64%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin59th percentile

Revenue

$118,060

Up $7,205 (+6.5%) from 2019

Expenses

Down

$104,496

Down $11,733 (-10%) from 2019

Net Income

$13,564

Up $18,938 (+352%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2020

Assets$34,808

Liabilities$0

Net Assets$34,808

Open 2020 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2020

Revenue$118,060

Expenses$104,496

Net Income$13,564

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Nov 11, 2021
Return Version: 2020v4.0
Gross Receipts: $128,688

Mission and Program Overview

Mission

To raise charitable scholarships for students with disabilities who participate at carlisle academy integrative equine therapy & sports.

Program Services

Description	Grants	Expenses
PROVIDE CHARITABLE SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES WHO PARTICIPATE AT CARLISLE ACADEMY INTEGRATIVE EQUINE THERAPY & SPORTS.	$91,828	$91,828

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JESSICA NASON	Treasurer	-	$0	-	-
RENEE THORINGTON	Secretary	-	$0	-	-
ANDREA J SHAW	President	PT	$0	-	-
DIANE FRECHETTE	Vice Preside	-	$0	-	-
MATT DAY	Director	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Golf Tournament	$17,038	$17,038	$5,818	$11,220
Total Events	$17,038	$17,038	$5,818	$11,220

Filing and Contact Details

Filer

Filer Name: Carlisle Charitable Foundation
EIN: 01-0520715
Phone: 2079673242
Address: PO BOX 935, KENNEBUNK, ME 04043-0935

Signing Officer

Name: Andrea J Shaw
Title: President
Signed: 2021-11-11

Preparer

Firm: Dawson and Souter LLC
Address: 22 FREE STREET SUITE 302, PORTLAND, ME 04101
Preparer: William H Souter
Phone: 2076133700

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 91,828”

Form 990-ez, Part I, Line 16

“Expenses miscellaneous expenses 4,477 bank charges and credit c 379 telephone 579 accounting and legal 2,473 advertising and promotion 750 liability insurance 765 information techology 3,151 non-investment depreciation 94 total 12,668”

Form 990-ez, Part I, Line 20

“Net unrealized gains/losses on investments -35”

Form 990-ez, Part II, Line 24

“Hp 350 laptop 0 936 less accumulated depreciation 0 936 other depreciable assets 94 0 total 94 0”

Form 990-ez, Part III

“To raise charitable scholarships for students with disabilities who participate at carlisle academy integrative equine therapy & sports.”

Raw XML Appendix205 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	JESSICA NASON
CompensationExplanation/CompensationExplanationGrp/PersonNm	1	RENEE THORINGTON
CompensationExplanation/CompensationExplanationGrp/PersonNm	2	ANDREA J SHAW
CompensationExplanation/CompensationExplanationGrp/PersonNm	3	DIANE FRECHETTE
CompensationExplanation/CompensationExplanationGrp/PersonNm	4	MATT DAY
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	WILLIAM H SOUTER
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2076133700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	22 FREE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt	0	SUITE 303
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	04101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	21185
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	34808
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	105261
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	4810
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	13564
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	21279
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	34808
IRS990EZ/FundraisingGrossIncomeAmt	0	19560
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	-948
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	91828
IRS990EZ/GrossReceiptsAmt	0	128688
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	5
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	21279
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	34808
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	21279
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	34808
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	JESSICA NASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	RENEE THORINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	ANDREA J SHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	DIANE FRECHETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	MATT DAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	DIRECTOR
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	94
IRS990EZ/OtherChangesInNetAssetsAmt	0	-35
IRS990EZ/OtherExpensesTotalAmt	0	12668
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	TO RAISE CHARITABLE SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES WHO PARTICIPATE AT CARLISLE ACADEMY INTEGRATIVE EQUINE THERAPY & SPORTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	PROVIDE CHARITABLE SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES WHO PARTICIPATE AT CARLISLE ACADEMY INTEGRATIVE EQUINE THERAPY & SPORTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	91828
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	91828
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SaleOfAssetsGrossAmt	0	3862
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	5818
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	13742
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	104496
IRS990EZ/TotalProgramServiceExpensesAmt	0	91828
IRS990EZ/TotalRevenueAmt	0	118060
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.CARLISLECHARITABLEFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt	0	30700
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt	0	19304
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt	0	19783
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt	0	25728
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt	0	50980
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	146495
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	105261
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	96531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	85660
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	87665
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	117017
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	492134
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	6
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	21
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	5
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	6
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	9
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	47
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	19565
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	12724
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	15773
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	19810
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	22285
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	90157
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	6
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	21
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	5
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	6
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	9
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	47
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.66080
IRS990ScheduleA/PublicSupportPY509Pct	0	0.60830
IRS990ScheduleA/PublicSupportTotal509Amt	0	384796
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt	0	30700
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt	0	19304
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt	0	45783
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt	0	40728
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt	0	60980
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt	0	197495
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt	0	26000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt	0	15000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt	0	10000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	51000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	124826
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	109255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	101433
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	107475
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	139302
IRS990ScheduleA/Total509Grp/TotalAmt	0	582291
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	124832
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	109276
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	101438
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	107481
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	139311
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	582338
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
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	5818
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	17038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	17038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	17038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	17038
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	11220
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	5818
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	5818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	CASH CONTRIBUTION: 91,828
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	EXPENSES MISCELLANEOUS EXPENSES 4,477 BANK CHARGES AND CREDIT C 379 TELEPHONE 579 ACCOUNTING AND LEGAL 2,473 ADVERTISING AND PROMOTION 750 LIABILITY INSURANCE 765 INFORMATION TECHOLOGY 3,151 NON-INVESTMENT DEPRECIATION 94 TOTAL 12,668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	NET UNREALIZED GAINS/LOSSES ON INVESTMENTS -35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	HP 350 LAPTOP 0 936 LESS ACCUMULATED DEPRECIATION 0 936 OTHER DEPRECIABLE ASSETS 94 0 TOTAL 94 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	TO RAISE CHARITABLE SCHOLARSHIPS FOR STUDENTS WITH DISABILITIES WHO PARTICIPATE AT CARLISLE ACADEMY INTEGRATIVE EQUINE THERAPY & SPORTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART III
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ANDREA J SHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	CARLISLE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	CARL
ReturnHeader/Filer/EIN	0	010520715
ReturnHeader/Filer/PhoneNum	0	2079673242
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 935
ReturnHeader/Filer/USAddress/CityNm	0	KENNEBUNK
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	ME
ReturnHeader/Filer/USAddress/ZIPCd	0	040430935
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	853792998
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	DAWSON AND SOUTER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	22 FREE STREET SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	04101
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2076133700
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	WILLIAM H SOUTER
ReturnHeader/ReturnTs	0	2021-11-15T08:22:18-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	ANDREA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	SHAW
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $34,808
Liabilities: $0
Net assets: $34,808
Revenue: $118,060
Expenses: $104,496
Net income: $13,564

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2022Detailed filing. Detailed filing data is available for this year.	$0.00		$0.00	$0.01	$0.19	$0.18
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$0.18	$0.00	$0.18	$1.28	$1.44	$0.17
2020Detailed filing. Detailed filing data is available for this year.	$0.35	$0.00	$0.35	$1.18	$1.04	$0.14
2019Detailed filing. Detailed filing data is available for this year.	$0.21	$0.00	$0.21	$1.11	$1.16	$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.27	$0.00	$0.27	$1.03	$1.10	$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.37	$0.03	$0.33	$1.07	$0.91	$0.16
2016Detailed filing. Detailed filing data is available for this year.	$0.17	$0.00	$0.17	$1.39	$1.11	$0.28
2015Detailed filing. Detailed filing data is available for this year.	$0.18	$0.29	$0.11	$1.22	$1.45	$0.24
2014Detailed filing. Detailed filing data is available for this year.	$0.13	$0.00	$0.13	$1.55	$1.73	$0.18
2013Detailed filing. Detailed filing data is available for this year.	$0.32	$0.00	$0.31	$1.42	$1.19	$0.24
2012Summary only. Only limited summary data is available for this year.	$0.32	$0.25	$0.07	$1.42	$1.13	$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.19	$0.40	$0.21		$1.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.64	$0.42	$0.22		$3.23