Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
MAINE TIMBERLANDS CHARITABLE TRUST CO LINDA S DALBY ET AL TRUSTEES
 
Number and street (or P.O. box number if mail is not delivered to street address) CO ASPEN TAX 444 WASHINGTON ST UNIT
  Room/suite
City or town
Woburn
State or province
MA
Country  
ZIP or foreign postal code
01801
A Employer identification number

27-2377992
B Telephone number (see instructions)

6172423034
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$14,288,285J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments 88,762 88,762  
4 Dividends and interest from securities... 322,420 322,420  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,279,340
b Gross sales price for all assets on line 6a 4,686,479
7 Capital gain net income (from Part IV, line 2)... 1,279,340
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,690,522 1,690,522  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,278      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
140,915 105,686   35,229
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
33,895      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,421 2,390   92
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 178,509 108,076   35,321
25 Contributions, gifts, grants paid....... 1,242,000 1,242,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,420,509 108,076   1,277,321
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 270,013
b Net investment income (if negative, enter -0-) 1,582,446
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,229,004 396,883 396,883
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,576,333 1,725,445 1,745,095
b Investments—corporate stock (attach schedule)....... 6,136,495 Click to see attachment
List of Attached Documents:
// Content
7,099,860 		9,671,334
c Investments—corporate bonds (attach schedule)....... 1,469,500 Click to see attachment
List of Attached Documents:
// Content
2,309,230 		2,330,128
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment
List of Attached Documents:
// Content
149,927 		144,845
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,411,332 11,681,345 14,288,285
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 11,411,332 11,681,345
29 Total net assets or fund balances (see instructions)..... 11,411,332 11,681,345
30 Total liabilities and net assets/fund balances (see instructions). 11,411,332 11,681,345
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
11,411,332
2
Enter amount from Part I, line 27a .....................
2
270,013
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
11,681,345
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
11,681,345
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 100 SHS IGVIA P 2024-11-05 2025-09-08
b 600 SHS MEDTRONIC P 2024-11-26 2025-11-25
c 750 SHS MERCK P 2025-02-04 2025-11-25
d 450 SHS MERCK P 2025-05-20 2025-11-25
e 1000 SHS NEWMONT P 2024-06-13 2025-04-16
300 SHS NEWMONT P 2025-01-06 2025-09-08
1200 SHS NEWMONT P 2025-01-06 2025-09-29
130000 SHS US TREASURY P 2024-08-20 2025-01-07
158 SHS CHUBB P 2016-01-15 2025-12-16
117 SHS CHUBB P 2018-03-02 2025-12-16
450 SHS CORTEVA P 2019-11-07 2025-05-20
800 SHS CORTEVA P 2020-01-27 2025-05-20
1000 SHS CORTEVA P 2020-06-09 2025-05-20
900 SHS EMERSON ELECTRIC P 2010-04-15 2025-07-22
550 SHS OF FORTINET P 2021-08-31 2025-01-02
500 SHS FORTINET P 2021-10-22 2025-01-02
750 SHS FORTINET P 2021-08-13 2025-05-19
200 SHS ILLUMINA P 2024-01-22 2025-07-22
200 SHS ILLUMINA P 2024-01-25 2025-07-22
300 SHS ILLUMINA P 2024-03-14 2025-09-08
200 SHS CHUBB P 2018-03-02 2025-04-16
300 SHS ILLUMINA P 2024-06-13 2025-09-08
800 SHS ILLUMINA P 2023-11-20 2025-11-25
3000 SHS INTEL P 2010-06-18 2025-01-06
3000 SHS INTEL P 2012-12-21 2025-01-06
400 SHS IBM P 2021-12-15 2025-05-19
175 SHS IBM P 2021-12-15 2025-12-16
650 SHS IQVIA P 2024-06-18 2025-09-08
600 SHS JOHNSON P 2010-04-15 2025-03-07
1400 SHS JOHNSON P 2010-04-15 2025-04-16
1400 METRONICS P 2015-01-27 2025-11-25
500 SHS NEWMONT P 2012-05-15 2025-04-16
1000 SHS NEWMONT P 2013-03-14 2025-09-08
300 SHS NEWMONT P 2024-01-25 2025-09-29
150 SHS NEWMONT P 2013-06-20 2025-09-30
200 SHS NEWMONT P 2024-01-25 2025-09-30
850 SHS NEWMONT P 2013-06-20 2025-11-26
150 SHS NEWMONT P 2013-10-16 2025-11-26
750 SHS NEWMONT P 2013-10-16 2025-12-11
500 SHS NORTHERN TRUST P 2010-04-15 2025-07-22
750 SHS NORTHERN TRUST P 2010-04-15 2025-09-30
650 SHS NORTHERN TRUST P 2010-04-15 2025-12-08
700 SHS NOVARTIS P 2011-04-25 2025-02-04
1000 SHS NOVARTIS P 2011-04-25 2025-02-04
400 SHS NOVARTIS P 2012-01-20 2025-03-04
300000 SHS US TREASURY P 2023-12-05 2025-01-07
300000 SHS US TREASURY P 2023-11-20 2025-09-02
130000 SHS US TREASURY P 2024-08-20 2025-09-02
430000 US TREASURY P 2024-10-23 2025-12-15
300000 VF CORP P 2021-04-13 2025-03-27
WILLIAMS COS P 2017-11-21 2025-06-02
WILLIAM COS P 2017-11-21 2025-09-29
3M CO P 2021-01-06 2025-05-19
3M CO P 2021-03-30 2025-05-19
3M CO P 2021-07-01 2025-05-19
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 18,769   21,216 -2,447
b 63,062   51,601 11,461
c 78,218   67,504 10,714
d 46,931   35,380 11,551
e 55,859   40,605 15,254
22,688   11,351 11,337
101,376   45,404 55,972
130,043   129,917 126
49,333   17,551 31,782
36,532   16,216 20,316
30,869   11,842 19,027
54,879   21,823 33,056
68,598   29,785 38,813
129,736   47,138 82,598
52,045   33,626 18,419
47,314   33,498 13,816
78,274   45,854 32,420
20,074   27,200 -7,126
20,074   27,690 -7,616
29,469   38,036 -8,567
57,300   27,719 29,581
29,469   31,824 -2,355
103,225   75,137 28,088
60,973   62,826 -1,853
60,973   62,490 -1,517
107,274   49,466 57,808
52,929   21,641 31,288
121,999   138,177 -16,178
100,385   39,201 61,184
216,042   91,469 124,573
147,145   104,126 43,019
27,930   22,395 5,535
75,625   39,375 36,250
25,344   10,325 15,019
12,651   4,587 8,064
16,868   6,884 9,984
75,659   25,993 49,666
13,352   3,918 9,434
73,025   19,590 53,435
63,437   29,345 34,092
99,477   44,017 55,460
87,287   38,148 49,139
73,841   33,177 40,664
115,303   47,396 67,907
46,121   18,595 27,526
300,099   298,972 1,127
300,000   300,000  
130,000   130,000  
430,083   430,004 79
300,000   300,275 -275
78,962   30,114 48,848
57,281   20,681 36,600
30,759   29,508 1,251
30,759   32,933 -2,174
30,759   33,594 -2,835
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -2,447
b       11,461
c       10,714
d       11,551
e       15,254
      11,337
      55,972
      126
      31,782
      20,316
      19,027
      33,056
      38,813
      82,598
      18,419
      13,816
      32,420
      -7,126
      -7,616
      -8,567
      29,581
      -2,355
      28,088
      -1,853
      -1,517
      57,808
      31,288
      -16,178
      61,184
      124,573
      43,019
      5,535
      36,250
      15,019
      8,064
      9,984
      49,666
      9,434
      53,435
      34,092
      55,460
      49,139
      40,664
      67,907
      27,526
      1,127
       
       
      79
      -275
      48,848
      36,600
      1,251
      -2,174
      -2,835
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,279,340
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3 113,968
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 21,996
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 21,996
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 21,996
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 30,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 28,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 58000 7 58,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 226
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 35,778
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax35,778 Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
 
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
 
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
 
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
 
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
 
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
 
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofLINDA S KENNEDY Telephone no. (617) 242-3034

Located at6575 BLUEFIELD PLACESAN DIEGOCA ZIP+492120
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
 
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
LINDA S KENNEDYClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
001.00 		0    
6575 BLUEFIELD PLACE
SAN DIEGO,CA92120
TIMOTHY A INGRAHAMClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
000.50 		0    
PO BOX 187
PRIDES CROSSING,MA01965
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
WILKINS INVESTMENT COUNSEL INVESTMENT MANAGEMENT 107,915
160 FEDERAL STREET 22TH FLOOR
BOSTON,MA02110
ASPEN TAX GROUP INC TAX PREPARATION 1,278
444 WASHINGTON STREET SUITE 304
WOBURN,MA01801
LINDA S KENNEDYClick to see attachment
List of Attached Documents:
// Content
TRUSTEE FEES 33,000
6575 BLUEFIELD PLACE
SAN DIEGO,CA92120
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 NA 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
13,460,935
b
Average of monthly cash balances.......................
1b
876,713
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
14,337,648
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
14,337,648
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
215,065
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,122,583
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
706,129
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
706,129
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
21,996
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,996
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
684,133
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
684,133
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
684,133
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) Click to see attachment
List of Attached Documents:
// Content
..........
1a
1,277,321
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,277,321
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 684,133
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 465,821
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,277,321
a Applied to 2024, but not more than line 2a 465,821
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 684,133
e Remaining amount distributed out of corpus 127,367
5 Excess distributions carryover applied to 2025.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 127,367
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		127,367
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 127,367
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LINDA S KENNEDY
6575 BLUEFIELD PLACE
SAN DIEGO,CA92120
(617) 242-3034
bThe form in which applications should be submitted and information and materials they should include:
NO PARTICULAR ORDER
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PREFERENCE GIVEN TO MAINE-ORIENTED ENVIRONMENTAL CHARITIABLE ORGANIZATIONS
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

APPALACHIAN MOUNTAIN CLUB

10 CITY SQUARE
CHARLESTOWN,MA02129 		    CONSERVATION 30,000

BLUE HILL HERITAGE TRUST

157 HINKLEY RIDGE ROAD
BLUE HILL,ME04614 		    CONSERVATION 30,000

CAMP SUSAN CURTIS

236 ALLEN ROAD
STONEHAM,ME04231 		    EDUCATIONAL 40,000

CENTER FOR NORTHERN WOODLANDS

PO BOX 270
LYME,NH03768 		    EDUCATIONAL 4,000

CENTER FOR WILDLIFE STUDIES

PO BOX 539
CAMDEN,ME04843 		    EDUCATIONAL 30,000

DOWNEAST LAKES LAND TRUST

143 MILFORD ROAD
GRAND LAKES STREAM,ME04668 		    CONSERVATION 40,000

GREATER LOVELL LAND TRUST

208 MAIN STREET
LOVELL,ME04051 		    CONSERVATION 10,000

GULF OF MAINE RESEARCH INSTITUTE

350 COMMERCIAL STREET
PORTLAND,ME04101 		    EDUCATIONAL 10,000

HIGH PEAKS ALLIANCE

PO BOX 987
FARMINGTON,ME04938 		    CONSERVATION 60,000

LAND CAN

106 LAFAYETTE STREET
YARMOUTH,ME04096 		    CONSREVATION 20,000

MAINE AUDUBON

20 GILSLAND FARM ROAD
FALMOUTH,ME04105 		    CONSERVATION 15,000

MAINE HUTS AND TRAILS

496 MAIN STREET
KINGFIELD,ME04947 		    CONSERVATION 40,000

MAINE WOODLAND OWNERS

PO BOX 836
AUGUSTA,ME04332 		    CONSERVATION 70,000

MAINE SUMMER CAMPS

550 FOREST AVENUE
PORTLAND,ME04101 		    EDUCATIONAL 68,000

MAINE TREE

535 CIVIC CENTER DRIVE
AUGUSTA,ME04330 		    CONSERVATION 110,000

MAINE APPALACHIAN TRAIL CLUB

PO BOX 283
AUGUSTA,ME043320283 		    CONSERVATION 20,000

MAINE ORGANIC FARMERS AND GARDENERS

PO BOX 170
UNITY,ME04988 		    CONSERVATION 30,000

MAINE STREET SKOWHEGAN

65 WATER STREET
SKOWHEGAN,ME04976 		    CONSERVATION 20,000

MERRYSPING INC

PO BOX 893
CAMDEN,ME04843 		    CONSERVATION 10,000

MIDCOAST CONSERVATORY

290 US ROUTE 1
EDGECOMB,ME04556 		    CONSERVATION 10,000

MERRYSPRING NATURE CENTER

29 CONWAY ROAD
ROCKPORT,ME04856 		    EDUCATIONAL 6,000

NEW ENGLAND FORESTRY FOUNDATION

32 FOSTER STREET
LITTLETON,MA01460 		    CONSERVATION 35,000

NORTHERN FOREST CENTER

18 N MAIN STREET
CONCORD,NH03301 		    CONSERVATION 100,000

NORTHERN WOODLANDS

PO BOX 270
LYME,NH03768 		    CONSERVATION 14,000

UNIVERSITY OF MAINE ORONO

2 FLAGSTAFF ROAD
ORONO,ME04469 		    EDUCATIONAL 410,000

SEBASTTICOOK REGIONAL LAND TRUST

210 CROSBY BROOK ROAD
THORNDIKE,ME04986 		    CONSERVATION 10,000
Total ................................. 3a 1,242,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 88,762  
4 Dividends and interest from securities ....     14 322,420  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,279,340  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,690,522  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,690,522
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
      NA
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID: 25022248
Software Version: 25.0.1.0
Part V Line 7 - Tax Paid with the Original Return: 58,000


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
MAINE TIMBERLANDS CHARITABLE TRUST CO LINDA S DALBY ET AL TRUSTEES
 
Employer identification number

27-2377992
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
MAINE TIMBERLANDS CHARITABLE TRUST CO LINDA S DALBY ET AL TRUSTEES
  		Employer identification number
27-2377992
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
MAINE TIMBERLANDS CHARITABLE TRUST CO LINDA S DALBY ET AL TRUSTEES
  		Employer identification number

27-2377992
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
MAINE TIMBERLANDS CHARITABLE TRUST CO LINDA S DALBY ET AL TRUSTEES
  		Employer identification number

27-2377992
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 25022248
Software Version: 25.0.1.0

TY 2025 AccountingFeesSchedule
Name:
MAINE TIMBERLANDS CHARITABLE TRUST CO LINDA S DALBY ET AL TRUSTEES
EIN:
27-2377992
Software ID:
25022248
Software Version:
25.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ASPEN TAX GROUP, INC. 1,278      

TY 2025 InvestmentsCorpBondsSchedule
Name:
MAINE TIMBERLANDS CHARITABLE TRUST CO LINDA S DALBY ET AL TRUSTEES
EIN:
27-2377992
Software ID:
25022248
Software Version:
25.0.1.0
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 2,309,230 2,330,128

TY 2025 InvestmentsCorpStockSchedule
Name:
MAINE TIMBERLANDS CHARITABLE TRUST CO LINDA S DALBY ET AL TRUSTEES
EIN:
27-2377992
Software ID:
25022248
Software Version:
25.0.1.0
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCKS 7,099,860 9,671,334

TY 2025 InvestmentsOtherSchedule2
Name:
MAINE TIMBERLANDS CHARITABLE TRUST CO LINDA S DALBY ET AL TRUSTEES
EIN:
27-2377992
Software ID:
25022248
Software Version:
25.0.1.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMERICAN TOWER AT COST 149,927 144,845

TY 2025 LegalFeesSchedule
Name:
MAINE TIMBERLANDS CHARITABLE TRUST CO LINDA S DALBY ET AL TRUSTEES
EIN:
27-2377992
Software ID:
25022248
Software Version:
25.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes


TY 2025 OtherExpensesSchedule
Name:
MAINE TIMBERLANDS CHARITABLE TRUST CO LINDA S DALBY ET AL TRUSTEES
EIN:
27-2377992
Software ID:
25022248
Software Version:
25.0.1.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 240 240    
FIDELITY TRANSACTION COSTS 55 55    
ASSET FEES 2,003 2,003    
MISC ADMINISTRATIVE COSTS 123 92   92


TY 2025 OtherProfessionalFeesSchedule
Name:
MAINE TIMBERLANDS CHARITABLE TRUST CO LINDA S DALBY ET AL TRUSTEES
EIN:
27-2377992
Software ID:
25022248
Software Version:
25.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WILKINS INVESTMENT ADVISORS 107,915 80,936   26,979
LINDA S KENNEDY 33,000 24,750   8,250


TY 2025 TaxesSchedule
Name:
MAINE TIMBERLANDS CHARITABLE TRUST CO LINDA S DALBY ET AL TRUSTEES
EIN:
27-2377992
Software ID:
25022248
Software Version:
25.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INTERNAL REVENUE SERVICE 33,895