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
ELLIS-BEAUREGARD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 11 FOUNDATION PLACE
  Room/suite
City or town
ROCKLAND
State or province
ME
Country  
ZIP or foreign postal code
04841
A Employer identification number

47-3237606
B Telephone number (see instructions)

2077019357
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)$22,141,579J 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) 25,000
2 Check .................
3 Interest on savings and temporary cash investments 560 560 560
4 Dividends and interest from securities... 155,349 155,349 155,349
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 993,244
b Gross sales price for all assets on line 6a 5,446,768
7 Capital gain net income (from Part IV, line 2)... 993,244
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,041    
12 Total. Add lines 1 through 11........ 1,177,194 1,149,153 155,909
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 135,681     135,681
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
528     528
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,420     14,420
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
80,255 32,996   47,259
17 Interest............... 51,337     51,337
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
39,270 2,333   21,455
19 Depreciation (attach schedule) and depletion... 22,193    
20 Occupancy.............. 28,361     28,361
21 Travel, conferences, and meetings....... 14,244     14,244
22 Printing and publications.......... 3,392     3,392
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
31,351     31,266
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 421,032 35,329   347,943
25 Contributions, gifts, grants paid....... 197,200 197,200
26 Total expenses and disbursements. Add lines 24 and 25 ................ 618,232 35,329   545,143
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 558,962
b Net investment income (if negative, enter -0-) 1,113,824
c Adjusted net income (if negative, enter -0-)... 155,909
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............. 160,936 811,323 811,323
2 Savings and temporary cash investments......... 800,718 681,092 681,092
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).....   0  
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   11,875 11,875
10a Investments—U.S. and state government obligations (attach schedule) 1,274,823 Click to see attachment
List of Attached Documents:
// Content
618,062 		624,274
b Investments—corporate stock (attach schedule)....... 6,742,567 Click to see attachment
List of Attached Documents:
// Content
6,018,172 		12,721,021
c Investments—corporate bonds (attach schedule)....... 262,491 Click to see attachment
List of Attached Documents:
// Content
164,538 		169,710
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis 7,271,535
Less: accumulated depreciation (attach schedule) 198,251 5,261,278 Click to see attachment
List of Attached Documents:
// Content
7,073,284 		7,122,284
15 Other assets (describe ) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,502,813 15,378,346 22,141,579
Liabilities 17 Accounts payable and accrued expenses.......... 28,157 478,389
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)...... 1,911,075 1,832,412
22 Other liabilities (describe ) 0 0
23 Total liabilities (add lines 17 through 22)......... 1,939,232 2,310,801
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........ 12,563,581 13,067,545
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 12,563,581 13,067,545
30 Total liabilities and net assets/fund balances (see instructions). 14,502,813 15,378,346
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
12,563,581
2
Enter amount from Part I, line 27a .....................
2
558,962
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
13,122,543
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
54,998
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
13,067,545
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 GILDER GAGNON HOWE 1009 PUBLICLY TRADED SECURITIES P 2025-01-01 2025-12-31
b GILDER GAGNON HOWE 1009 PUBLICLY TRADED SECURITIES P 2024-01-01 2025-12-31
c GILDER GAGNON HOWE 20033 PUBLICLY TRADED SECURITIES P 2025-01-01 2025-12-31
d GILDER GAGNON HOWE 20033 PUBLICLY TRADED SECURITIES P 2024-01-01 2025-12-31
e HM PAYSON 7545 P 2024-01-01 2025-12-31
HM PAYSON 0310 P 2025-01-01 2025-12-31
HM PAYSON 0310 P 2024-01-01 2025-12-31
LIQUIDATION DISTRIBUTION P 2024-01-01 2025-12-31
(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 4,074 0 11,680 -7,606
b 90,798 0 29,059 61,739
c 21,745 0 24,161 -2,416
d 310,405 0 32,855 277,550
e 1,155,522 0 1,148,248 7,274
1,586,669 0 1,672,051 -85,382
2,189,523 0 1,535,470 654,053
88,032 0 0 88,032
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 0 0 0 -7,606
b 0 0 0 61,739
c 0 0 0 -2,416
d 0 0 0 277,550
e 0 0 0 7,274
0 0 0 -85,382
0 0 0 654,053
0 0 0 88,032
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 2 993,244
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 -95,404
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 15,482
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 0
3 Add lines 1 and 2........................... 3 15,482
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 15,482
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 15,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
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: 15000 7 15,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 482
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 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
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
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
 
No
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
 
No
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
 
No
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
Yes
 
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)
ME
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
Yes
 
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
Yes
 
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
 
No
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
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressellis-beauregardfoundation.org
14
The books are in care ofDONNA MCNEIL Telephone no. (207) 701-9357

Located at11 FOUNDATION PLACEROCKLANDME ZIP+404841
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)
Yes
 
(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
 
No
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
 
No
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
 
 
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
ELLEN GOLDEN PRESIDENT
6.00 		0 0 0
11 FOUNDATION PLACE
ROCKLAND,ME04841
RYAN ADAMS VICE PRES
1.00 		0 0 0
11 FOUNDATION PLACE
ROCKLAND,ME04841
WREN MANLY SECRETARY
1.00 		0 0 0
11 FOUNDATION PLACE
ROCKLAND,ME04841
MICHAEL MANSFIELD TREASURER
1.00 		0 0 0
11 FOUNDATION PLACE
ROCKLAND,ME04841
CIG HARVEY DIRECTOR
1.00 		0 0 0
11 FOUNDATION PLACE
THOMASTON,ME04861
ELISE MCCAVE DIRECTOR
1.00 		0 0 0
11 FOUNDATION PLACE
ROCKLAND,ME04841
DONNA M MCNEIL EXECUTIVE DIR
40.00 		135,681 0 0
11 FOUNDATION PLACE
ROCKLAND,ME04841
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................... 0
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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 PROJECT GRANT PROGRAM - PROVIDES 5 $10,000 GRANTS TO MAINE ARTISTS CHOSEN THROUGH AN OPEN JURIED PROCESS. 49,936
2 FELLOWSHIP PROGRAM - PROVIDED A FELLOWSHIP GRANT OF $50,000 TO AN AWARDEE CHOSEN THROUGH AN OPEN JURIED PROCESS. THE AWARD INCLUDES SOLO EXHIBITION AND A PUBLICATION. 154,303
3 COMPOSER AWARD - PROVIDED A COMPOSER AWARD OF $50,000 THROUGH AN OPEN COMPETIVE JURIED PROCESS. THE AWARD INCLUDES A NEW FULL LENGTH WORK PLAYED BY AN ORCHESTRA AND RECORED. 79,390
4 CHOREOGRAPHER AWARD - PROVIDES A CHOREOGRAPHER AWARD OF $50,000 THROUGH AN OPEN COMPETIVE JURIED PROCESS. THE WINNER WILL PRODUCE A LIVE PERFORMANCE IN MAINE 177,223
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
13,304,723
b
Average of monthly cash balances.......................
1b
1,416,526
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
14,721,249
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
14,721,249
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
220,819
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,500,430
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
725,022
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
 
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
 
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
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
0
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) ..........
1a
545,143
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
1,889,197
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
2,434,340
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 0
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 752,092
b From 2021...... 618,264
c From 2022...... 1,388,939
d From 2023...... 2,173,632
e From 2024...... 2,246,935
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $  
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount.....  
e Remaining amount distributed out of corpus  
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  
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 ...... 		 
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 ....  
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 ......
2015-04-13
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
155,909 228,289 154,704 154,728 693,630
b 85% (0.85) of line 2a ....... 132,523 194,046 131,498 131,519 589,586
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		2,434,340 2,246,935 2,173,632 1,388,939 8,243,846
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 .... 		2,434,340 2,246,935 2,173,632 1,388,939 8,243,846
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 .. 		483,348 500,738 506,974 464,492 1,955,552
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).)
JOHN DAVID ELLIS
ESTATE OF JOHN DAVID ELLIS
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.
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:
DONNA MCNEIL EXECUTIVE DIRECTOR
11 FOUNDATION PLACE
ROCKLAND,ME04841
(207) 594-5825
bThe form in which applications should be submitted and information and materials they should include:
MUST BE SUBMITTED ELECTRONICALLY THROUGH SUMITTABLE.
cAny submission deadlines:
RESIDENCY MARCH & APRIL, FELLOWSHIP NOVEMBER, COMPOSER SEPTEMBER, DANCE JUNE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
18 YEARS OR OLDER AND NOT ATTENDING A SCHOOL OR UNIVERSITY
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
JAY CARLTON


2958 1/2 RIPPLE PLACE
LOS ANGELES,CA10004 		    CHOREOGRAPHERAWARD 20,000
JEREMY NEDD


FELDBERGSTRAUSSE 90
  4057 BASEL  
SZ 		    CHOREOGRAPHERAWARD 50,000
CARLA PETERSON


508 TRUEFF DRIVE
TALLAHASSEE,FL32303 		    CHOREOGRAPHERSTIPEND 1,000
HAI-WEN LIN


2135 W THOMAS ROAD
CHIGAGO,IL60622 		    ARTISTFELLOWSHIP HONORARIUM 40,000
CARLIE TROSCLAIR


517 AMELIA STREET
GRETNA,LA70053 		    ARTISTFELLOWSHIPHONORARIUM 10,000

CMCA

21 WINTER STREET
ROCKLAND,ME04841 		    ARTISTFELLOWSHIPAWARD 10,000
SAMANTHA KATE APPLETON


36 SPEAR STREET
ROCKPORT,ME04856 		    ARTISTPROJECT GRANT 10,000
ANTONIO ROCHA INC


6 CLIFF ROAD
GRAY,ME04039 		    ARTIST PROJECT GRANT 10,000
ALEXANDER YOUNG


536 LOWER DEDHAM ROAD
DEDHAM,ME04429 		    ARTISTPROJECTGRANT 10,000
GABRIELLA STURCHIO


836 CLARK STREET
IOWA CITY,IA52240 		    ARTIST PROJECTGRANT 10,000
KEITH FITCH


3060 ESSEX ROAD
CLEVELAND HIGHTS,OH44118 		    COMPOSERAWARD 25,000
JOANNE YOUNG


7 OSPREY LANE
SEARSPORT,ME04974 		    MILLAY HOUSE RESIDENTSTIPEND 1,200
Total ................................. 3a 197,200
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 ........... 		    14 560  
4 Dividends and interest from securities ....     14 155,349  
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 ............ 		    18 993,244  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEES & REFUNDS 		        3,040
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,149,153 3,040
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,152,193
(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.)
11A RELATED SERVICE FEES AND MISC REFUNDS
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
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:  
Software Version:  
Part V Line 7 - Tax Paid with the Original Return: 15,000


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
ELLIS-BEAUREGARD FOUNDATION
 
Employer identification number

47-3237606
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
ELLIS-BEAUREGARD FOUNDATION
  		Employer identification number
47-3237606
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
1
HELEN FRANKENTHALER FOUNDATION
 
134 WEST 26TH ST FIFTH FLOOR
 
NEW YORK, NY10001

$ 25,000


(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
ELLIS-BEAUREGARD FOUNDATION
  		Employer identification number

47-3237606
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
ELLIS-BEAUREGARD FOUNDATION
  		Employer identification number

47-3237606
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:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
ELLIS-BEAUREGARD FOUNDATION
EIN:
47-3237606
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BRUCE BACHELDER TAX, CONSULTING 3,600      
PHILBROOK & ASSOC BOOKKEEPING 10,820      

TY 2025 InvestmentsCorpBondsSchedule
Name:
ELLIS-BEAUREGARD FOUNDATION
EIN:
47-3237606
Name of Bond End of Year Book Value End of Year Fair Market Value
HM PAYSON 0310 80,102 84,849
HM PAYSON 7545 84,436 84,861

TY 2025 InvestmentsCorpStockSchedule
Name:
ELLIS-BEAUREGARD FOUNDATION
EIN:
47-3237606
Name of Stock End of Year Book Value End of Year Fair Market Value
GILDER GAGNON & HOWE 1009 786,946 1,847,371
GILDER GAGNON & HOWE 20033 1,272,970 2,703,370
HM PAYSON 0310 3,958,256 8,170,280

TY 2025 InvestmentsGovtObligationsSch
Name:
ELLIS-BEAUREGARD FOUNDATION
EIN:
47-3237606
US Government Securities - End of Year Book Value:

618,062
US Government Securities - End of Year Fair Market Value:

624,274
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2025 LandEtcSchedule2
Name:
ELLIS-BEAUREGARD FOUNDATION
EIN:
47-3237606
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND & BUILDING ROCKLAND MAINE 714,384 116,856 597,528  
FURNITURE AND EQUIPMENT 43,245 43,034 211  
RENOVATIONS 283,885 38,361 245,524  
NEW BUILDING PROJECT 6,230,021 0 6,230,021  


TY 2025 LegalFeesSchedule
Name:
ELLIS-BEAUREGARD FOUNDATION
EIN:
47-3237606
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DRUMMOND WOODSUM LEGAL, CONSULTING 528      


TY 2025 OtherDecreasesSchedule
Name:
ELLIS-BEAUREGARD FOUNDATION
EIN:
47-3237606
Description Amount
PRIOR PERIOD ADJUSTMENT 54,998


TY 2025 OtherExpensesSchedule
Name:
ELLIS-BEAUREGARD FOUNDATION
EIN:
47-3237606
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVERTISING 273     273
BANK CHARGES 95     95
CATERING 2,040     2,039
CONTRACT LABOR 965     965
DUES & SUBSCRIPTIONS 1,260     1,260
INSURANCE 9,486     9,486
MEALS & ENTERTAINMENT 4,483     4,483
POSTAGE 255     255
COMPUTER & INTERNET 3,261     3,261
GIFTS 2,837     2,837
OFFICE SUPPLIES 119     35
CURATORIAL ART SUPPLIES 388     388
SHIPPING 4,889     4,889
MISCELLANEOUS 1,000     1,000


TY 2025 OtherIncomeSchedule2
Name:
ELLIS-BEAUREGARD FOUNDATION
EIN:
47-3237606
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INSURANCE REFUND 50    
FEES 2,500    
RENT 491    


TY 2025 OtherProfessionalFeesSchedule
Name:
ELLIS-BEAUREGARD FOUNDATION
EIN:
47-3237606
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
HM PAYSON INVESTMENT 32,996 32,996    
MARIE K WATT LLC FELLOWSHIP JUROR 1,000     1,000
ANDREA GYORODY FELLOWSHIP JUROR 1,000     1,000
CASEY K REILY FELLOWSHIP JUROR 1,000     1,000
BANGOR SYMPHONY PERFORMER 10,000     10,000
JAY CARLON CHOREOGRAPHER JUROR 1,000     1,000
SELANA KIMBALL PROJECT JUROR 1,000     1,000
TAKATO TANABE PROJECT JUROR 1,000     1,000
ELIZABETH FINCH PROJECT JUROR 1,000     1,000
JO SILVER MEDIA SPECIALIST 17,259     17,259
PORTLAND OVATIONS CHOREOGRAPHER PTR 10,000     10,000
ADRIAN BLEVINS RESIDENCY JUROR 1,000     1,000
STEVE LOUCE RESIDENCY JUROR 1,000     1,000
RUTH ESTEVEZ RESIDENCY JUROR 1,000     1,000


TY 2025 TaxesSchedule
Name:
ELLIS-BEAUREGARD FOUNDATION
EIN:
47-3237606
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL 10,486     10,486
PROPERTY 10,969     10,969
FOREIGN TAXES 2,333 2,333    
990-PF 15,482