Civic Intelligence

Goff Fern Charitable Ta

EIN 22-3220923 • 501(c)3 • Brooklyn, OH

Profile

Grants are made according to the trust agreemant dated may 28 1982. Keybank as trustee make distributions as follows 10 % laudholm trust 20% sweeter children home 20% sanford mens christians home 20% st georges episcopal church 10% massabesic lions club 20% waban projects inc

4900 Tiedeman Road Oh-01-49-0381Brooklyn, OH 44144

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

7th percentile

-44%

Higher net margin than 7% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$79,894

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 29.4% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

31st percentile

-2.4%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$4,924,615

Down $119,263 (-2.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$4,924,615

Down $119,263 (-2.4%) from 2024

Revenue

Down

$272,022

Down $121,919 (-31%) from 2024

Expenses

Up

$391,306

Up $7,049 (+1.8%) from 2024

Net Income

Down

-$119,284

Down $128,968 (-1332%) from 2024

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,179,324Liabilities 2011: $0Net Assets 2011: $5,179,3242011Assets 2012: $5,085,678Liabilities 2012: $0Net Assets 2012: $5,085,6782012Assets 2013: $5,193,901Liabilities 2013: $0Net Assets 2013: $5,193,9012013Assets 2014: $5,389,261Liabilities 2014: $0Net Assets 2014: $5,389,2612014Assets 2015: $5,335,604Liabilities 2015: $0Net Assets 2015: $5,335,6042015Assets 2016: $5,163,230Liabilities 2016: $0Net Assets 2016: $5,163,2302016Assets 2017: $5,087,298Liabilities 2017: $0Net Assets 2017: $5,087,2982017Assets 2018: $5,178,326Liabilities 2018: $0Net Assets 2018: $5,178,3262018Assets 2019: $5,226,461Liabilities 2019: $0Net Assets 2019: $5,226,4612019Assets 2020: $5,137,568Liabilities 2020: $0Net Assets 2020: $5,137,5682020Assets 2021: $5,031,950Liabilities 2021: $0Net Assets 2021: $5,031,9502021Assets 2022: $4,996,471Liabilities 2022: $0Net Assets 2022: $4,996,4712022Assets 2023: $5,036,464Liabilities 2023: $0Net Assets 2023: $5,036,4642023Assets 2024: $5,043,878Liabilities 2024: $0Net Assets 2024: $5,043,8782024Assets 2025: $4,924,615Liabilities 2025: $0Net Assets 2025: $4,924,6152025

Highlighted filing

2025

Assets$4,924,615
Liabilities$0
Net Assets$4,924,615

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $744,864Expenses 2011: $266,134Net Income 2011: $478,7302011Revenue 2012: $170,694Expenses 2012: $45,541Net Income 2012: $125,1532012Revenue 2013: $354,340Expenses 2013: $246,118Net Income 2013: $108,2222013Revenue 2014: $446,485Expenses 2014: $251,125Net Income 2014: $195,3602014Revenue 2015: $219,580Expenses 2015: $273,237Net Income 2015: -$53,6572015Revenue 2016: $112,468Expenses 2016: $284,839Net Income 2016: -$172,3712016Revenue 2017: $219,897Expenses 2017: $295,830Net Income 2017: -$75,9332017Revenue 2018: $398,748Expenses 2018: $307,720Net Income 2018: $91,0282018Revenue 2019: $366,925Expenses 2019: $318,790Net Income 2019: $48,1352019Revenue 2020: $244,442Expenses 2020: $330,095Net Income 2020: -$85,6532020Revenue 2021: $248,041Expenses 2021: $350,491Net Income 2021: -$102,4502021Revenue 2022: $333,379Expenses 2022: $365,670Net Income 2022: -$32,2912022Revenue 2023: $417,712Expenses 2023: $373,976Net Income 2023: $43,7362023Revenue 2024: $393,941Expenses 2024: $384,257Net Income 2024: $9,6842024Revenue 2025: $272,022Expenses 2025: $391,306Net Income 2025: -$119,2842025

Highlighted filing

2025

Revenue$272,022
Expenses$391,306
Net Income-$119,284

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.27$0.39$0.12
2024Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.39$0.38$0.01
2023Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.42$0.37$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.33$0.37$0.03
2021Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.25$0.35$0.10
2020Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.24$0.33$0.09
2019Summary only. Only limited summary data is available for this year.$5.23$0.00$5.23$0.37$0.32$0.05
2018Summary only. Only limited summary data is available for this year.$5.18$0.00$5.18$0.40$0.31$0.09
2017Summary only. Only limited summary data is available for this year.$5.09$0.00$5.09$0.22$0.30$0.08
2016Summary only. Only limited summary data is available for this year.$5.16$0.00$5.16$0.11$0.28$0.17
2015Summary only. Only limited summary data is available for this year.$5.34$0.00$5.34$0.22$0.27$0.05
2014Summary only. Only limited summary data is available for this year.$5.39$0.00$5.39$0.45$0.25$0.20
2013Summary only. Only limited summary data is available for this year.$5.19$0.00$5.19$0.35$0.25$0.11
2012Summary only. Only limited summary data is available for this year.$5.09$0.00$5.09$0.17$0.05$0.13
2011Summary only. Only limited summary data is available for this year.$5.18$0.00$5.18$0.74$0.27$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Jan 5, 2026
Return Version
2024v5.2
Gross Receipts
$302,881
Mission and Program Overview

Mission

Grants are made according to the trust agreemant dated may 28 1982. Keybank as trustee make distributions as follows 10 % laudholm trust 20% sweeter children home 20% sanford mens christians home 20% st georges episcopal church 10% massabesic lions club 20% waban projects inc

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,043,878$4,924,615▼ $119,263
Investments in Publicly Traded Securities$4,672,130$4,668,556▼ $3,574
Savings and Temporary Cash Investments$371,748$256,059▼ $115,689
Total Assets$5,043,878$4,924,615▼ $119,263
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,043,878$4,924,615▼ $119,263
Total Liabilities and Net Assets / Fund Balance$5,043,878$4,924,615▼ $119,263
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$79,894$79,894
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$272,022
Other Revenue
$0
Change in Net Assets
$-119,284
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$308,460
Salaries, Compensation, and Employee Benefits$79,894
Other Expenses$2,952
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$308,460--$308,460
Current Officers, Directors, Trustees, and Key Employees-$79,894-$79,894
All Other Expenses-$1,902-$1,902
Fees for Services Accounting-$1,050-$1,050
Total Functional Expenses$308,460$82,846$0$391,306
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Georges Episcopal ChurchSanford, ME170(b(1)A)General Support$61,692
SweetserSaco, ME170(b(1)A)General Support$61,692
Waypoint Maine IncSanford, ME170(b(1)A)General Support$61,692
Ymca SanfordSanford, ME170(b(1(A)General Support$61,692
Laudholm TrustWells, ME170(b(1)A)General Support$30,846
Massabesic Lions ClubAlfred, ME170(b(1)A)General Support$30,846
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

KEYBANK IS SOLE TRUSTEE

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.

Form 990, Page 6, Part VI, Line 11-description of Process for Review

All returns are prepared and thoroughly reviewed by our tax vendor and/or internal professional tax department.

FORM 990, PAGE 6, PART VI, LINE 15A

Keybank is the sole trustee is compensated as such and makes all decisions with respect to the operation and admin of the trust

Form 990, Page 6, Part VI, Line 19

Documents are available upon request by mail or by phone and are mailed within two weeks

Filing and Contact Details

Filer

Filer Name
Goff Fern Charitable Ta
EIN
22-3220923
Phone
2078747149
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank by Joseph Velkos
Title
Vice President
Phone
2078747149
Signed
2026-01-05
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
Me
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

Section B Policies

No conflict of interest policiy exists for the trust. Keybank na has acorporate conflict of interest policy

EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4D

Grants made to sweetser for general supportgrants made to laudholm trust for general support grants made to sweetser, laudholm trust, and massabesic lions club for general support

Explanation for Form 990, Part XI, Line 9

Cost adjustment on uit sales $24, rounding ($3).

Raw XML AppendixShowing 400 of 453 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.

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IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt08279233
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt07792351
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt08279233
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt07792351
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0124188
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0116885
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt08155045
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt07675466
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0285427
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0268641
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt08279233
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt07792351
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0285427
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0268641
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt06
IRS990ScheduleA/SupportedOrganizationsTotalCnt06
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0010211807
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1010211814
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2010279587
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3010389893
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4237206671
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5010389893
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd18
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd28
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd38
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd48
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd51
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt061692
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt161692
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt261692
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt330846
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt430846
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt561692
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SWEETSER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1YMCA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2WAYPOINT MAINE INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3LAUDHOLM TRUST
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4MASSABESIC LIONS CLUB
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5ST GEORGES EPISCOPAL CHUR
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0308460
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt061692
IRS990ScheduleI/RecipientTable/CashGrantAmt161692
IRS990ScheduleI/RecipientTable/CashGrantAmt261692
IRS990ScheduleI/RecipientTable/CashGrantAmt330846
IRS990ScheduleI/RecipientTable/CashGrantAmt461692
IRS990ScheduleI/RecipientTable/CashGrantAmt530846
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(b(1)A)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1170(b(1(A)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2170(b(1)A)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3170(b(1)A)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4170(b(1)A)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5170(b(1)A)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SWEETSER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1YMCA SANFORD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WAYPOINT MAINE INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3LAUDHOLM TRUST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ST GEORGES EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5MASSABESIC LIONS CLUB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0ATTN DEBRA TAYLOR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt1ATTN MS ROSALIE WHITE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt2ATTN JAN FRAZIER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt3ATTN SUSAN ROUILLARD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt4ATTN MARIA LANTAGNE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt5ATTN EARLAND MORRISION
IRS990ScheduleI/RecipientTable/RecipientEIN0010211807
IRS990ScheduleI/RecipientTable/RecipientEIN1010271181
IRS990ScheduleI/RecipientTable/RecipientEIN2010279587
IRS990ScheduleI/RecipientTable/RecipientEIN3010380763
IRS990ScheduleI/RecipientTable/RecipientEIN4010389853
IRS990ScheduleI/RecipientTable/RecipientEIN5237206671
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt050 MOODY ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1P O BOX 249
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt25 DUNAWAY DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3P O BOX 1007
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt43 EMERSON ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5P O BOX 82
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SACO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SANFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SANFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm3WELLS
IRS990ScheduleI/RecipientTable/USAddress/CityNm4SANFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm5ALFRED
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ME
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1ME
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2ME
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3ME
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4ME
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5ME
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd004072
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd104073
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd204073
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd304090
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd404073
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd504002
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE MADE TO 501(c)3 ORGANIZATION THAT ARE NAMED IN THE TRUST DOCUMENT. OUR ADMIN OFFICERS ARE IN PERIODIC CONTACT WITH REPS. OF THE CHARITIES IN ORDER OT BE IN COMPLIANCE WITH THE TRUST PROVISIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO CONFLICT OF INTEREST POLICIY EXISTS FOR THE TRUST. KEYBANK NA HAS ACORPORATE CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS MADE TO SWEETSER FOR GENERAL SUPPORTGRANTS MADE TO LAUDHOLM TRUST FOR GENERAL SUPPORT GRANTS MADE TO SWEETSER, LAUDHOLM TRUST, AND MASSABESIC LIONS CLUB FOR GENERAL SUPPORT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KEYBANK IS SOLE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL RETURNS ARE PREPARED AND THOROUGHLY REVIEWED BY OUR TAX VENDOR AND/OR INTERNAL PROFESSIONAL TAX DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6KEYBANK IS THE SOLE TRUSTEE IS COMPENSATED AS SUCH AND MAKES ALL DECISIONS WITH RESPECT TO THE OPERATION AND ADMIN OF THE TRUST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE AND ARE MAILED WITHIN TWO WEEKS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COST ADJUSTMENT ON UIT SALES $24, ROUNDING ($3).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0SECTION B POLICIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0ME
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05043878
IRS990/TotalAssetsEOYAmt04924615
IRS990/TotalAssetsGrp/BOYAmt05043878
IRS990/TotalAssetsGrp/EOYAmt04924615
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt082846
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0308460
IRS990/TotalFunctionalExpensesGrp/TotalAmt0391306
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00

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