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Nonprofiteer
← ELIAS E TUCKER TRUST UW

Form 990 for tax year 2023

Filed by ELIAS E TUCKER TRUST UW.

Totals

Total revenue
$22,394
Total expenses
$5,912
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$22,394
Other revenue
$0
Total assets, end of year
$738,476
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$738,476
Program services expenses (Part IX)
$0
Management and general expenses
$5,912
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $22,394 · excluded $22,394

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $5,912 · management and general $5,912

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $15,518 · end of year $8,033

  • 11 · Investments: publicly traded securities

    beginning of year $706,476 · end of year $730,443

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $721,994 · end of year $738,476

Mission and programs · 2023

Mission

PROVIDE GRANTS FOR NURSING STUDENTS.

Activities or mission (Part I)

THE ORGANIZATION PROVIDES GRANTS FOR NURSING STUDENTS.

  • THE ORGANIZATION PROVIDES GRANTS FOR NURSING STUDENTS OF THE MAINE COLLEGE OF HEALTH PROFESSIONALS FUNDED BY CONTRIBUTIONS AND INVESTMENT INCOME.

As filed on the 2023 return.

Listed in Part VII

  • Austin Albert

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3 + 1 related
  • Marney Chalmers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 1 related
  • Ann Connelly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 1 related
  • Devore Culver

    CHAIR PERSON/ DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 1 related
  • Shannon Gauvin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 1 related
  • Jolan Ippolito

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 1 related
  • Janet Hall Koski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 1 related
  • James Martin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 1 related
  • John McAnuff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 1 related
  • Laurence Merlis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 1 related
  • Linda Pepin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 1 related
  • Louis Silverman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 1 related
  • Geoffrey Swift

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 1 related
  • Kenneth Webb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 1 related
  • Steve Littleson

    PRESIDENT/DIRECTOR

    Total calculated
    $1,399,269
    From this org
    $0
    From related orgs
    $1,170,974
    Other
    $228,295
    Hours/week
    3 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $818,981 related
    Bonus
    $0 + $251,538 related
    Other
    $0 + $100,455 related
    Deferred
    $0 + $201,829 related
    Nontaxable benefits
    $0 + $26,466 related
    Filer's total
    $0 + $1,399,269 related
  • David Salko

    PHYSICIAN/DIRECTOR

    Total calculated
    $416,424
    From this org
    $0
    From related orgs
    $381,759
    Other
    $34,665
    Hours/week
    55 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $353,095 related
    Bonus
    $0 + $26,524 related
    Other
    $0 + $2,140 related
    Deferred
    $0 + $8,250 related
    Nontaxable benefits
    $0 + $26,415 related
    Filer's total
    $0 + $416,424 related
  • Hector Tarraza

    PHYSICIAN/DIRECTOR

    Total calculated
    $568,540
    From this org
    $0
    From related orgs
    $560,290
    Other
    $8,250
    Hours/week
    55 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $488,501 related
    Bonus
    $0 + $66,000 related
    Other
    $0 + $5,789 related
    Deferred
    $0 + $8,250 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $568,540 related
  • David Paulosky

    TREASURER

    Total calculated
    $637,707
    From this org
    $0
    From related orgs
    $556,241
    Other
    $81,466
    Hours/week
    3 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $452,958 related
    Bonus
    $0 + $102,000 related
    Other
    $0 + $1,283 related
    Deferred
    $0 + $53,875 related
    Nontaxable benefits
    $0 + $27,591 related
    Filer's total
    $0 + $637,707 related
  • Elizabeth Shew

    SECRETARY

    Total calculated
    $318,128
    From this org
    $0
    From related orgs
    $285,374
    Other
    $32,754
    Hours/week
    3 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,428 related
    Bonus
    $0 + $30,000 related
    Other
    $0 + $22,946 related
    Deferred
    $0 + $6,758 related
    Nontaxable benefits
    $0 + $25,996 related
    Filer's total
    $0 + $318,128 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART II, COLUMN F
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: A PARTICIPANT'S ENTITLEMENT TO BENEFITS WILL VEST ON THE PARTICIPANT'S VESTING DATE PROVIDED THE PARTICIPANT HAS REMAINED IN CONTINUOUS EMPLOYMENT IN THE SAME POSITION WHILE PARTICIPATING IN THIS PLAN. A PARTICIPANT WILL HAVE ONLY ONE VESTING DATE FOR ALL ELECTIVE DEFERRALS AND OTHER PLAN CONTRIBUTIONS MADE ON THE PARTICIPANT'S BEHALF DURING ALL PLAN YEARS. A PARTICIPANT'S ENTITLEMENT TO BENEFITS WILL ALSO VEST ( A) IF THE PARTICIPANT DIES WHILE STILL EMPLOYED BY THE EMPLOYER, ( B) IF THE PARTICIPANT'S EMPLOYMENT TERMINATES DUE TO TOTAL DISABILITY, OR ( C) IF THE EMPLOYER TERMINATES THE PARTICIPANTS EMPLOYMENT FOR ANY REASON OTHER THAN FOR CAUSE ANY PORTION OF THE PARTICIPANT'S ENTITLEMENT BENEFITS THAT IS NOT VESTED WHEN THE PARTICIPANT'S EMPLOYMENT WITH THE EMPLOYER TERMINATES, INCLUDING ELECTIVE DEFERRALS, WILL BE FORFEITED. THE EMPLOYER WILL DISTRIBUTE A PARTICIPANT'S BENEFITS UNDER THE PLAN AS SOON AS PRACTICABLE AFTER THE PARTICIPANT'S ENTITLEMENT BECOMES VESTED.
SCHEDULE J, PART 1, LINE 3
CEO COMPENSATION: THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT IS DETERMINED BY THE PARENT CORPORATION'S BOARD OF DIRECTORS' EXECUTIVE COMPENSATION COMMITTEE USING THE FOLLOWING: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CENTRAL MAINE HEALTH VENTURES INC

    C · HEALTHCARE · ME

  • CENTRAL MAINE ACO

    C · ACCOUNTABLE CARE · ME

  • CWM INSURANCE LTD

    C · INSURANCE · CJ

Provenance

Return type
form_990
Tax year
2023
Filed
11 April 2025
IRS schema version
2023v6.0
Source object
202531059349301743

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