Civic Intelligence

Otto & Fran Walter Foundation Inc

EIN 13-1625529 • Boothbay Harbor, ME

CO Helman 96 Atlantic Av 2BBoothbay Harbor, ME 04538
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

100th percentile

1833%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$24,500

Higher top officer pay than 91% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Down

$0

Down $3,832,135 (-100%) from 2023

Liabilities

Down

$0

Down $420 (-100%) from 2023

Net Assets

$0

No earlier filing loaded for comparison.

Revenue

Down

-$209,019

Down $202,335 (-3027%) from 2023

Expenses

Up

$3,622,696

Up $2,826,109 (+355%) from 2023

Net Income

Down

-$3,831,715

Down $3,028,444 (-377%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $11,383,368Liabilities 2010: $1,568,985Net Assets 2010: $9,814,3832010Assets 2011: $11,216,460Liabilities 2011: $1,297,158Net Assets 2011: $9,919,3022011Assets 2012: $11,591,485Liabilities 2012: $1,485,904Net Assets 2012: $10,105,5812012Assets 2013: $12,122,942Liabilities 2013: $1,683,937Net Assets 2013: $10,439,0052013Assets 2014: $12,969,138Liabilities 2014: $1,256,5202014Assets 2015: $12,728,809Liabilities 2015: $952,018Net Assets 2015: $11,776,7912015Assets 2016: $12,208,574Liabilities 2016: $495,466Net Assets 2016: $11,713,1082016Assets 2017: $12,271,461Liabilities 2017: $1,228,389Net Assets 2017: $11,043,0722017Assets 2018: $14,405,838Liabilities 2018: $687,260Net Assets 2018: $13,718,5782018Assets 2019: $13,783,620Liabilities 2019: $328,628Net Assets 2019: $13,454,9922019Assets 2020: $13,403,438Liabilities 2020: $1,422,952Net Assets 2020: $11,980,4862020Assets 2021: $14,780,673Liabilities 2021: $10,514,627Net Assets 2021: $4,266,0462021Assets 2022: $4,642,453Liabilities 2022: $701,075Net Assets 2022: $3,941,3782022Assets 2023: $3,832,135Liabilities 2023: $4202023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10M-$20MExpenses 2010: $1,209,0882010Expenses 2011: $1,198,4052011Expenses 2012: $1,496,7032012Revenue 2013: $1,611,298Expenses 2013: $1,684,263Net Income 2013: -$72,9652013Revenue 2014: $1,899,015Expenses 2014: $1,170,413Net Income 2014: $728,6022014Revenue 2015: $879,049Expenses 2015: $1,327,126Net Income 2015: -$448,0772015Revenue 2016: $537,915Expenses 2016: $1,191,738Net Income 2016: -$653,8232016Revenue 2017: $1,117,301Expenses 2017: $2,041,696Net Income 2017: -$924,3952017Revenue 2018: $3,209,915Expenses 2018: $1,118,909Net Income 2018: $2,091,0062018Revenue 2019: $451,537Expenses 2019: $1,024,705Net Income 2019: -$573,1682019Revenue 2020: $597,102Expenses 2020: $2,297,076Net Income 2020: -$1,699,9742020Revenue 2021: $2,403,803Expenses 2021: $11,493,243Net Income 2021: -$9,089,4402021Revenue 2022: $1,043,508Expenses 2022: $11,738,153Net Income 2022: -$10,694,6452022Revenue 2023: -$6,684Expenses 2023: $796,587Net Income 2023: -$803,2712023Revenue 2024: -$209,019Expenses 2024: $3,622,696Net Income 2024: -$3,831,7152024

Highlighted filing

2024

Revenue-$209,019
Expenses$3,622,696
Net Income-$3,831,715

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.21$3.62$3.83
2023Detailed filing. Detailed filing data is available for this year.$3.83$0.00$0.01$0.80$0.80
2022Detailed filing. Detailed filing data is available for this year.$4.64$0.70$3.94$1.04$11.7$10.7
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$10.5$4.27$2.40$11.5$9.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$1.42$12.0$0.60$2.30$1.70
2019Detailed filing. Detailed filing data is available for this year.$13.8$0.33$13.5$0.45$1.02$0.57
2018Detailed filing. Detailed filing data is available for this year.$14.4$0.69$13.7$3.21$1.12$2.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$1.23$11.0$1.12$2.04$0.92
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.50$11.7$0.54$1.19$0.65
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.95$11.8$0.88$1.33$0.45
2014Detailed filing. Detailed filing data is available for this year.$13.0$1.26$1.90$1.17$0.73
2013Detailed filing. Detailed filing data is available for this year.$12.1$1.68$10.4$1.61$1.68$0.07
2012Detailed filing. Detailed filing data is available for this year.$11.6$1.49$10.1$1.50
2011Detailed filing. Detailed filing data is available for this year.$11.2$1.30$9.92$1.20
2010Detailed filing. Detailed filing data is available for this year.$11.4$1.57$9.81$1.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA H PEAKPresidentPT$24,500-$24,500
KENNETH R BRADSELLTreasurerPT$16,000-$16,000
CARL R GRIFFINSecretaryPT$16,000-$16,000
Filing and Contact Details

Filer

Filer Name
Otto & Fran Walter Foundation Inc
EIN
13-1625529
Phone
2012948989
Address
CO HELMAN 96 ATLANTIC AV 2B, BOOTHBAY HARBOR, ME 04538

Signing Officer

Name
Kenneth Bradsell
Title
Treasurer
Phone
2012948989
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
North County CPA Services Pc
Address
115 WEST 29TH STREET STE 603, NEW YORK, NY 10001
Preparer
John Tsantakis
Phone
2129381930
Raw XML AppendixShowing 400 of 435 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
AccountingFeesSchedule/AccountingFeesDetail/Amt05400
AccountingFeesSchedule/AccountingFeesDetail/Amt15000
AccountingFeesSchedule/AccountingFeesDetail/Amt24600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0QUARTERLY ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1PREPARATION OF FINANCIAL STMT
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt2TAX REPORT SERVICES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02700
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt12500
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt22300
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02700
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt12500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt22300
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART I, LINE 25, COLUMN (A)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0DISTRIBUTIONS OF PROPERTY
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DISTRIBUTIONS OF PROPERTY VALUED AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION:1. DATE OF DISTRIBUTION: APRIL 1, 20242. DESCRIPTION OF PROPERTY:BANK CERTIFICATES OF DEPOSIT DONATED 4-1-24:250M BMW BANK NA CD DUE 10-8-24 VALUE AT $244,003250M BANK OZK CD DUE 9-30-25 VALUE AT $233,685250M EXCHANGE BANK CD DUE 11-10-25 VALUED AT $233,370250M FARMERS STATE BANK CD DUE 10-7-24 VALUED AT $243.598250M 1ST NATIONAL BANK CD DUE 9-30-24 VALUED AT $243,850250M JONESBORO STATE CD DUE 9-29-25 VALUED AT $233,895250M LUANA SAVINGS BANK CD DUE 10-19-26 VALUED AT $225,505250M MALAGA BANK CD DUE 9-29-26 VALUED AT $225,660250M MEDALLION BANK CD DUE 9-29-26 VALUED AT $227,403250M MERRICK BANK CD DUE 9-29-25 VALUED AT $233,685250M WASHINGTON STATE BANK CD DUE 10-19-26 VALUED AT $226,685250M UBS BANK CD DUE 10-6-25 VALUED AT $234,773250M POPPY BANK CD DUE 4-22-26 VALUED AT $229,475TOTAL FAIR VALUE OF DONATED SECURITIES: $3,035,587FAIR MARKET VALUE IS THE CLOSING PRICE OF THE SECURITIES ON THE DATE DONATED.3. BOOK VALUE:EACH OF THE 13 BANK CDS WERE PURCHASED $250M/EACHTOTAL BOOK VALUE OF DONATED SECURITIES: $3,250,000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0250M BMW BANK OF NA .65% 10/8/24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1250M BANK OZK .45% 9/30/25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2250M EXCHANGE BANK .65% 11/10/25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3250M FARMERS STATE BANK .3% 10/7/24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4250M 1ST NATL BANK .35% 9/30/24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5250M JONESBORO ST BANK .5% 9/29/25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6250M LUANA SAVS BANK .55% 10/01/26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7250M MALAGA BANK .6% 9/29/26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8250M MEDALLION BANK .9% 9/30/26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9250M MERRICK BANK .45% 9/30/25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10250M WASHINGTON STATE BANK .85% 10/19/26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11250M UBS BANK USA .8 10/6/25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12250M POPPY BANK .65% 4/22/26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-214413
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3831715
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03831715
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt055992
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt055992
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt055992
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt055992
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TotalTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FinalReturnInd0X
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0420
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt064353
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt03831715
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01652
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01200
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03764930
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03832135
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0420
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03832135
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03831715
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01136894
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt042230
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01094664
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt017053
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt055992
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01119841
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01136894
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt024500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt116000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt216000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARTHA H PEAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KENNETH R BRADSELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CARL R GRIFFIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt096 ATLANTIC AV 2B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt135 BARROWS ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2195 ATLANTIC AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOOTHBAY HARBOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOOTHBAY HARBOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOOTHBAY HARBOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd004538
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd104538
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd204538
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03597006
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03597006
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0NORTH COUNTY CPA SERVICES PC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0115 WEST 29TH ST SUITE 603
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0100015060
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1ME
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02129381930
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt02895
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0TO FUND OTTO AND FRAN WALTER ROTARY PEACE CENTER IN MIDDLE EAST AND NORTH AFRICA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0THE ROTARY FOUNDATION-CASH DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt01560 SHERMAN AV
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd060201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0469030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13035585
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt227000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FUND OTTO AND FRAN WALTER ROTARY PEACE CENTER IN MIDDLE EAST AND NORTH AFRICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FUND OTTO AND FRAN WALTER ROTARY PEACE CENTER IN MIDDLE EAST AND NORTH AFRICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO FUND OTTO AND FRAN WALTER ROTARY PEACE CENTER IN MIDDLE EAST AND NORTH AFRICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE ROTARY FOUNDATION-CASH DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE ROTARY FOUNDATION-IN KIND DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE ROTARY FOUNDATION-CASH DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01560 SHERMAN AV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11560 SHERMAN AV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21560 SHERMAN AV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt02895
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03531615
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt055992
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt055992
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0590164
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010660231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0145920
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0164543
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0215576
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0215576
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015101872
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03541014
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0590164
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010660231
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0145920
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0164543
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03597006
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03541014
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015317448
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011776434
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL SERVICES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt012000
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt012000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0DURING THE CURRENT YEAR THE FOUNDATION MADE DISTRIBUTIONS OF CASH AND SECURITIES INDICATED AS GRANTS TO THE ROTARY FOUNDATION ON THIS RETURN IN COMPLETE LIQUIDATION, TERMINATION AND DISSOLUTION OF THE FOUNDATION. A COPY OF THE RESOLUTION ADOPTED AS WELL AS A PLAN OF DISSOLUTION DATED 9/25/25, AND A SIGNED DRAFT OF THE PETITION ARE ATTACHED TO THIS RETURN.
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01652
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INVESTMENT INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE & POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01766
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1650
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0588

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