Civic Intelligence

Robert and Jean Burrage Charitable Foundation

990PF • Fiscal year 2021 • EIN 84-7004743

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 20, 2022

Organization Profile
PO Box 760Damariscotta, ME 04543

(207) 563-8104

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

91st percentile

66%

Higher net margin than 91% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

58th percentile

$2,281

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

39th percentile

2.7%

Faster asset growth than 39% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$625,649

Up $16,300 (+2.7%) from 2020

Net Assets

Up

$625,649

Up $16,300 (+2.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin91st percentile

Revenue

Down

$24,872

Down $585,133 (-96%) from 2020

Expenses

Up

$8,572

Up $7,916 (+1207%) from 2020

Net Income

Down

$16,300

Down $593,049 (-97%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$800K$600K$400K$200K$0Assets 2020: $609,349Liabilities 2020: $0Net Assets 2020: $609,3492020Assets 2021: $625,649Liabilities 2021: $0Net Assets 2021: $625,6492021Assets 2022: $596,438Liabilities 2022: $0Net Assets 2022: $596,4382022Assets 2023: $575,129Liabilities 2023: $0Net Assets 2023: $575,1292023Assets 2024: $531,560Liabilities 2024: $0Net Assets 2024: $531,5602024

Highlighted filing

2021

Assets$625,649
Liabilities$0
Net Assets$625,649
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2020: $610,005Expenses 2020: $656Net Income 2020: $609,3492020Revenue 2021: $24,872Expenses 2021: $8,572Net Income 2021: $16,3002021Revenue 2022: $12,796Expenses 2022: $42,007Net Income 2022: -$29,2112022Revenue 2023: $9,162Expenses 2023: $30,471Net Income 2023: -$21,3092023Revenue 2024: -$9,068Expenses 2024: $34,501Net Income 2024: -$43,5692024

Highlighted filing

2021

Revenue$24,872
Expenses$8,572
Net Income$16,300
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 20, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT B GREGORYTrustee-$2,281-$2,281
Filing and Contact Details

Filer

Filer Name
Robert & Jean Burrage Charitable Foundation
EIN
84-7004743
Phone
2075638104
Address
PO BOX 760, DAMARISCOTTA, ME 04543

Signing Officer

Name
Robert B Gregory
Title
Trustee
Phone
2075638104
Signed
2022-04-20

Preparer

Firm
Bruce A Bachelder CPA
Address
285 Biscay Road, Damariscotta, ME 04543
Preparer
Bruce A Bachelder CPA
Phone
2075637540
Raw XML Appendix316 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/Amt0300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0B BACHELDER CPA ACCOUNTING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt018343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt130265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt218584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt314608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt413407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt615999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt767709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt816004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt919744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1016036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1114396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1224269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1317843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1415761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1512076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1616797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1720165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1811059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1927979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2042689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2115666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2251493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2327090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt023149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt130009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt222246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt317603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt412078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt617830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt766735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt816594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt919763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1018499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1115061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1218858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1319473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1422186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1513434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1617546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1727618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1811992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1926273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2043274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2116188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2250139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2330650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm08 ALPHABET C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19 AMAZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2500 BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3150 CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4200 CITIGROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5131 DOW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6288 FIRST TR EXCHANGE TRADED FDII
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7300 ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm897 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm955 MASTERCARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1055 META PLATFORMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1125 NETFLIX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12100 PAYPAL HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1330 SERVICENOW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1463 SHERWIN WILLIAMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15300 SPDR SER TR S&P METALS & MINING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16150 STARBUCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1755 UNITED HEALTHCARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18100 XYLEM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191007 FIRST TR EXCHANGE ALPHADEX FD EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20550 ISHARES MSCI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21300 SPDR INDEX FDS S&P GLOBAL NAT RES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221848.776 GUGGENHEIM FDS TR MACRO OPP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm231000 NUVEEN NASDAQ 100 DYNAMIC OVERWRITE
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt09472
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt083
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt09555
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt09555
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02281
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02925
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02925
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt015317
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09472
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09472
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt016300
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09555
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt088
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02978
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02925
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt08572
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt09555
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt024872
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05647
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt016300
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0625649
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0609349
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0625649
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt031400
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt031400
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt031400
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt031533
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0133
IRS990PF/DistributableAmountGrp/TotalTaxAmt0133
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0133
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0133
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0133
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0133
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0654325
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt0609349
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0609349
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt089697
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt089697
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0535952
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0564628
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0625649
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0609349
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0625649
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0654325
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0609349
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0625649
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0609349
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0625649
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0640273
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt072562
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0567711
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09604
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt031533
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0630669
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0640273
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02281
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT B GREGORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 760
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DAMARISCOTTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd004543
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02925
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02925
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT B GREGORY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 760
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DAMARISCOTTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd004543
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ME
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02075638104
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ESTATE OF JEAN BURRAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02925
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JOSEPH ALICE MCKEEN STUDY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 760
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DAMARISCOTTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd004543
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02925
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02925
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02925
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt031400
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02925
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ESTATE OF JEAN BURRAGE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 760
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DAMARISCOTTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0ME
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd004543
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015317
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt088
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02978
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0RBC INVESTMENT COUNSEL
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT B GREGORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02075638104
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT & JEAN BURRAGE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0847004743
ReturnHeader/Filer/PhoneNum02075638104
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 760
ReturnHeader/Filer/USAddress/CityNm0DAMARISCOTTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004543
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010519493
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bruce A Bachelder CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0285 Biscay Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Damariscotta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004543
ReturnHeader/PreparerPersonGrp/PhoneNum02075637540
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bruce A Bachelder CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-04-29T05:39:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GREGORY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$625,649
Liabilities
$0
Net assets
$625,649
Revenue
$24,872
Expenses
$8,572
Net income
$16,300
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.09$0.35$0.44
2023Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.09$0.30$0.21
2022Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.13$0.42$0.29
2021Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.25$0.09$0.16
2020Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$6.10$0.01$6.09