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
Margaret Chase Smith Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address) Ten Free Street PO Box 4510
  Room/suite
City or town
Portland
State or province
ME
Country  
ZIP or foreign postal code
04112
A Employer identification number

01-0388680
B Telephone number (see instructions)

2077757271
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)$17,880,623J 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) 32,983
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 309,231 313,158 313,158
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,204,854
b Gross sales price for all assets on line 6a 6,716,551
7 Capital gain net income (from Part IV, line 2)... 1,204,854
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).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
632 0 632
12 Total. Add lines 1 through 11........ 1,547,700 1,518,012 313,790
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
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
16,435 8,218 8,218 8,217
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,613 4,807 4,807 4,806
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
70,392 70,392 70,392 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
20,874 3,107 3,107 20,874
19 Depreciation (attach schedule) and depletion... 52,864 0 0
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
477,250 3,512 4,144 473,106
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 647,428 90,036 90,668 507,003
25 Contributions, gifts, grants paid....... 7,157 7,157
26 Total expenses and disbursements. Add lines 24 and 25 ................ 654,585 90,036 90,668 514,160
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 893,115
b Net investment income (if negative, enter -0-) 1,427,976
c Adjusted net income (if negative, enter -0-)... 223,122
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............. 88,174 85,536 85,536
2 Savings and temporary cash investments......... 657,325 425,866 425,866
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) 449,887 Click to see attachment
List of Attached Documents:
// Content
601,908 		601,908
b Investments—corporate stock (attach schedule)....... 12,901,755 Click to see attachment
List of Attached Documents:
// Content
13,958,249 		13,958,249
c Investments—corporate bonds (attach schedule)....... 1,320,517 Click to see attachment
List of Attached Documents:
// Content
1,553,020 		1,553,020
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 654,517 Click to see attachment
List of Attached Documents:
// Content
681,949 		681,949
14 Land, buildings, and equipment: basis 1,114,684
Less: accumulated depreciation (attach schedule) 540,589 520,414 Click to see attachment
List of Attached Documents:
// Content
574,095 		574,095
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,592,589 17,880,623 17,880,623
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 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........... 11,034,849 11,949,454
25 Net assets with donor restrictions............ 5,557,740 5,931,169
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    
29 Total net assets or fund balances (see instructions)..... 16,592,589 17,880,623
30 Total liabilities and net assets/fund balances (see instructions). 16,592,589 17,880,623
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
16,592,589
2
Enter amount from Part I, line 27a .....................
2
893,115
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
394,919
4
Add lines 1, 2, and 3 ..........................
4
17,880,623
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
17,880,623
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 Publicly Traded Securities      
b Capital Gains Dividends P    
c
d
e
(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 6,694,228   5,511,697 1,182,531
b 22,323     22,323
c
d
e
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       1,182,531
b       22,323
c
d
e
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 1,204,854
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 0
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 19,849
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 19,849
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 19,849
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 14,600
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 151
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 5,400
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 tax   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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
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 addressN/A
14
The books are in care ofMichael J Quinlan Telephone no. (207) 775-7271

Located atTen Free Street PO Box 4510PortlandME ZIP+404112
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
 
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
Charles L Cragin Esq President
0.50 		0 0 0
PO Box 4510
Portland,ME04112
Douglas M Henry Vice President
0.50 		0 0 0
PO Box 4510
Portland,ME04112
Michael J Quinlan Treasurer/Secretary
0.50 		0 0 0
PO Box 4510
Portland,ME04112
Davida D Barter Director
0.38 		0 0 0
PO Box 4510
Portland,ME04112
Claude Berube Director
0.38 		0 0 0
PO Box 4510
Portland,ME04112
Joseph Hanslip Director
0.38 		0 0 0
PO Box 4510
Portland,ME04112
Paula D Silsby Director
0.38 		0 0 0
PO Box 4510
Portland,ME04112
John M Bernier Past Director
0.38 		0 0 0
PO Box 4510
Portland,ME04112
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
University of Maine Library Operations 443,150
5703 Alumni Hall Suite 218
Orono,ME04469
FL Putnam Investment Management Fees 70,392
5 Widgery Wharf FL 4
Portland,ME04101
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 Margaret Chase Smith Library - The Library opened in 1982 and encompasses the archival and library collections, memorabilia and residence of Senator Margaret Chase Smith. The Library has a three fold mission of serving as an archive, as a museum and as an educational and public policy center. It is recognized as one of the premier Congressional libraries in the United States. Since the founding of the Library, the Margaret Chase Smith Foundation has provided financial support of the Library via funding to Northwood University. In 2011, the Foundation purchased the Library's collections and real estate from Northwood University and now directly operates the Library through an operating contract with the University of Maine. 477,003
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.........................0
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
15,685,721
b
Average of monthly cash balances.......................
1b
1,003,031
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
16,688,752
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
0
3
Subtract line 2 from line 1d.........................
3
16,688,752
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
250,331
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,438,421
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
821,921
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
 
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
514,160
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
106,545
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
620,705
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  
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......  
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: $  
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) ........ 		 
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 .......... 		 
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 ......
2015-01-14
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
223,122 210,549 214,383 205,542 853,596
b 85% (0.85) of line 2a ....... 189,654 178,967 182,226 174,711 725,557
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		620,705 629,394 528,537 555,770 2,334,406
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		7,157 34,530 34,154 35,615 111,456
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		613,548 594,864 494,383 520,155 2,222,950
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		547,947 510,020 433,857 447,961 1,939,785
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) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
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).)
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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
Essay Contest


56 Norridgewock Ave
Skowhegan,ME04976 		None   Education - Provided 8 essay contest winners with amounts ranging from $50 to $1000. 1,950
School Trip Fund and Teacher Worksh


56 Norridgewock Ave
Skowhegan,ME04976 		None   Education Fund - School Trips to Library and Teacher Workshops 1,707

Tunnel to Towers Foundation

2361 Hylan Blvd
Staten Island,MI10306 		None   Donation in Memory of John Bernier. 3,500
Total ................................. 3a 7,157
bApproved for future payment
Ada E Leeke Research Fellowship

56 Norridgewock Ave
Skowhegan,ME04976 		None   Education - Ada E. Leeke Honorarium -Research Grant and speaker fees 3,000
Essay Contest

56 Norridgewock Ave
Skowhegan,ME04976 		None   Education - To provide essay contest winners with amounts ranging from $50 to $1000. 2,000
School Trip Fund and Teacher Worksh

56 Norridgewock Ave
Skowhegan,ME04976 		None   Education Fund - School Trips to Library and Teacher Workshops 6,000
Total ................................. 3b 11,000
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 ........... 		         
4 Dividends and interest from securities ....     14 309,231  
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 1,204,854  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aLibrary Sales 		        632
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,514,085 632
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,514,717
(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 Other Revenue attributable to operations of the Library
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:  


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
Margaret Chase Smith Foundation
 
Employer identification number

01-0388680
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
Margaret Chase Smith Foundation
  		Employer identification number
01-0388680
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
Georgia M McKearly Trust
 
215 S Hwy 101 Suite 107
 
Solana Beach, CA92075

$ 22,379


(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
Margaret Chase Smith Foundation
  		Employer identification number

01-0388680
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
Margaret Chase Smith Foundation
  		Employer identification number

01-0388680
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:
Margaret Chase Smith Foundation
EIN:
01-0388680
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Expenses 9,613 4,807 4,807 4,806

TY 2025 GeneralExplanationAttachment
Name:
Margaret Chase Smith Foundation
EIN:
01-0388680
Identifier Return Reference Explanation
  Form 990-PF, Part II, Line 14: Land, Buildings & Equipment Section 1.263(a)-3(n) Election:Margaret Chase Smith FoundationTen Free Street, PO Box 4510Portland, ME 04112EIN: 01-0388680Margaret Chase Smith Foundation is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n).

TY 2025 InvestmentsCorpBondsSchedule
Name:
Margaret Chase Smith Foundation
EIN:
01-0388680
Name of Bond End of Year Book Value End of Year Fair Market Value
40 Shares of Nxp B V / Nxp Fdg LLC / Nxp 4.30% 6/18/2029 40,033 40,033
6951 Shares of Diamond Hill Short Duration Total Ret I 69,440 69,440
65000 Shares of Energy Transfer Operating LP 5.25% 4/ 15/2029 66,693 66,693
35000 Shares of CSX Corp 4.25% 3/15/2029 35,259 35,259
35000 Shares of Verizon Communications Inc 4. 016% 12/3/2029 34,738 34,738
35000 Shares of Digital Rlty Tr Lp 3.60% 7/1/2029 34,282 34,282
35000 Shares of JPMorgan Chase & Co Sr Glbl NI 31 4.493% 03/ 24/2031 35,262 35,262
40000 Shares of Sabine Pass Liquefaction LLC 4.50% 5/15/2030 40,182 40,182
40000 Shares of Workday Inc 3.80% 4/1/ 2032 38,311 38,311
35000 Shares of Equinix lnc 3.90% 4/15/ 2032 33,714 33,714
35000 Shares of Eaton Corp Ohio 4.15% 3/15/2033 34,443 34,443
50000 Shares of Duke Energy Carolinas Llc 1St & Ref Bd 4.95% 1/15/2033 51,444 51,444
50000 Shares of Republic Svcs Inc NI 5.00% 4/1/2034 51,240 51,240
35000 Shares of Charles Schwab Corp Note Call Make Whole 5.85% 5/19/2034 37,430 37,430
50000 Shares of Corebridge Finl Inc 3.85% 4/5/2029 49,148 49,148
45000 Shares of PayPal Holdings Inc 5.15% 6/1/2034 46,120 46,120
70000 Shares of Broadcom Inc Note Call Make Whole 5.05% 7/12/ 2029 72,071 72,071
14265 Shares of Vanguard High-Yield Corporate Admiral 79,457 79,457
813 Shares of iShares Intermediate Government/Credit Bond 87,276 87,276
435 Shares of iShares Floating Rate 22,124 22,124
45000 Shares of Morgan Stanley Note 3.95% 4/23/2027 44,998 44,998
50000 Shares of Crown Castle Intl Corp 4.45% 2/15/2026 50,003 50,003
35000 Shares of Omnicom Group Inc Note Call Make Whole 3.60% 4/15/2026 34,943 34,943
45000 Shares of Boston Property 3.65% 2/ 1/2026 44,968 44,968
35000 Shares of At&T Inc Note Call 4.25% 3/1/2027 35,076 35,076
50000 Shares of Crown Castle Intl 3.70% 6/15/2026 49,879 49,879
35000 Shares of Priceline Grp Inc Note Call Make Whole 3.55% 3/15/2028 34,678 34,678
45000 Shares of Elevance Health Inc 3.65% 12/1/2027 44,764 44,764
35000 Shares of Capital One Finl Corp Sr Sub Note Cpn 3.80% 1/ 31/2028 34,822 34,822
50000 Shares of Athene Hldg Ltd 4.125% 1/12/2028 49,930 49,930
35000 Shares of Santander Hldgs Usa Inc Fxd Rt Sr NI 4.40% 7/13/2027 35,060 35,060
55000 Shares of Bank Amer Corp 3.559% 4/23/2027 54,883 54,883
35000 Shares of Cigna Corp New 4.375% 10/15/2028 35,353 35,353
45000 Shares of Ares Cap Corp 3.875% 1/ 15/2026 44,996 44,996

TY 2025 InvestmentsCorpStockSchedule
Name:
Margaret Chase Smith Foundation
EIN:
01-0388680
Name of Stock End of Year Book Value End of Year Fair Market Value
320 Shares of Eaton Corp PLC 101,923 101,923
26760 Shares of iShares Core MSCI EAFE ETF 2,393,945 2,393,945
265 Shares of Netflix Inc 168,768 168,768
2260 Shares of Alphabet Inc Class A 616,610 616,610
435 Shares of Meta Platforms Inc 283,839 283,839
945 Shares of T-Mobile US Inc Com 157,356 157,356
165 Shares of Applovin Corp Cl A 111,180 111,180
1825 Shares of Amazon.com Inc 421,247 421,247
1755 Shares of TJX Companies Inc 245,008 245,008
24 Shares of Booking Holdings Inc 128,528 128,528
490 Shares of Tesla Inc 220,363 220,363
930 Shares of Walmart Inc 103,611 103,611
200 Shares of Costco Wholesale Corp 172,468 172,468
570 Shares of Capital One Financial Corp 138,145 138,145
990 Shares of Morgan Stanley 175,755 175,755
245 Shares of Goldman Sachs Group Inc 215,355 215,355
705 Shares of JP Morgan Chase & Co. 227,165 227,165
1365 Shares of Wells Fargo & Co 127,218 127,218
190 Shares of BlackRock Inc 203,365 203,365
365 Shares of Mastercard Inc 208,371 208,371
625 Shares of Visa Inc 219,194 219,194
1710 Shares of Gilead Sciences Inc 209,885 209,885
960 Shares of Boston Scientific 91,536 91,536
885 Shares of AbbVie Inc 202,214 202,214
390 Shares of Trane Technologies Plc 151,788 151,788
185 Shares of Caterpillar Inc 105,981 105,981
160 Shares of Parker-Hannifin Corp 140,634 140,634
1400 Shares of Microsoft Corp 677,068 677,068
715 Shares of International Business Machines 211,790 211,790
420 Shares of Micron Technology Inc 119,872 119,872
2940 Shares of Apple Inc 799,268 799,268
1425 Shares of Lam Research Corp 243,932 243,932
110 Shares of KLA Corp 133,659 133,659
4475 Shares of NVIDIA Corp 834,588 834,588
1570 Shares of Amphenol Corp 212,170 212,170
925 Shares of Broadcom Inc 320,143 320,143
1250 Shares of NextEra Energy Inc 100,350 100,350
1050 Shares of O Reilly Automotive Inc 95,771 95,771
3725 Shares of Williams Companies 223,910 223,910
565 Shares of Valero Energy Corp 91,976 91,976
515 Shares of Allstate Corp 107,197 107,197
930 Shares of Cardinal Health Inc 191,115 191,115
795 Shares of Emerson Electric Co 105,512 105,512
470 Shares of Wabtec Corporation 100,322 100,322
495 Shares of Cintas Corp 93,095 93,095
655 Shares of Republic Svcs Inc 138,814 138,814
930 Shares of CBRE Group Inc 149,535 149,535
445 Shares of Motorola Solutions Inc 170,577 170,577
610 Shares of Cadence Design Systems Inc 190,674 190,674
665 Shares of NRG Energy Inc 105,895 105,895
1745 Shares of Fox Corp A 127,507 127,507
7355 Shares of iShares Core S&P Mid-Cap ETF 485,430 485,430
133 Shares of Diamond Hill Short Duration Total Ret I 1,329 1,329
1581 Shares of iShares 0-5 Year TIPS Bond ETF 161,879 161,879
1 Shares of iShares 1-3 Year Treasury Bond ETF 83 83
1845 Shares of SPDR Barclays Short Term Treasury ETF 54,022 54,022
195 Shares of SPDR S&P 500 Trust ETF 132,974 132,974
110 Shares of iShares Intermediate Government/Credit Bond 11,809 11,809
400 Shares of iShares 1-5 Year Investment Grade Corporate Bd ETF 21,152 21,152
33 Shares of Shares 0-5 Year TIPS ond ETF 3,379 3,379

TY 2025 InvestmentsGovtObligationsSch
Name:
Margaret Chase Smith Foundation
EIN:
01-0388680
US Government Securities - End of Year Book Value:

601,908
US Government Securities - End of Year Fair Market Value:

601,908
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2025 InvestmentsOtherSchedule2
Name:
Margaret Chase Smith Foundation
EIN:
01-0388680
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
8028 Shares of Harrison Street Real Estate Fund FMV 189,547 189,547
14359 Shares of Harrison Street Real Assets FMV 409,796 409,796
9138 Shares of AFA Private Credit Founder FMV 82,606 82,606

TY 2025 LandEtcSchedule2
Name:
Margaret Chase Smith Foundation
EIN:
01-0388680
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Land 89,155 0 89,155 89,155
Building 459,200 214,293 244,907 244,907
Furnishings 221,569 157,846 63,723 63,723
Building Improvements 331,727 168,026 163,701 163,701
Construction in Progress 13,033 424 12,609 12,609


TY 2025 LegalFeesSchedule
Name:
Margaret Chase Smith Foundation
EIN:
01-0388680
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Expenses 16,435 8,218 8,218 8,217


TY 2025 OtherExpensesSchedule
Name:
Margaret Chase Smith Foundation
EIN:
01-0388680
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Insurance 11,698 3,509 3,509 8,189
Dues & Subscriptions 850 0 0 850
Bank Charges 3 3 3 0
Other 21,549 0 0 21,549
Library Operations 443,150 0 632 442,518


TY 2025 OtherIncomeSchedule2
Name:
Margaret Chase Smith Foundation
EIN:
01-0388680
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Library Sales 632   632


TY 2025 OtherIncreasesSchedule
Name:
Margaret Chase Smith Foundation
EIN:
01-0388680
Description Amount
Unrealized Gain on Investments 394,919


TY 2025 OtherProfessionalFeesSchedule
Name:
Margaret Chase Smith Foundation
EIN:
01-0388680
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Fees 70,392 70,392 70,392 0


TY 2025 TaxesSchedule
Name:
Margaret Chase Smith Foundation
EIN:
01-0388680
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Other Taxes 9 0 0 9
Foreign Taxes 0 3,107 3,107 0
Excise Taxes 20,865 0 0 20,865