2024-04-29T13:07:44-05:00 2023-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990PF 2023-01-01 010388680 Margaret Chase Smith Foundation MARG 2077757271 Ten Free Street PO Box 4510 Portland ME 04112 Michael J Quinlan Treasurer 2077757271 2024-04-26 1 Michael Quinlan 999009999 1 Joseph R Byrne P01289281 2077752387 2024-04-26 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 14580089 X 12528 X 307045 287123 287123 396111 4846333 396111 0 530 0 530 716214 683234 287653 0 0 0 0 16008 8004 8004 8004 6668 3334 3334 3334 55614 55614 55614 0 6358 1891 1891 6358 43868 0 0 2659 0 0 0 439225 3897 4427 434798 570400 72740 73270 452494 34154 34154 604554 72740 73270 486648 111660 610494 214383 63586 55451 55451 1113489 956660 956660 0 380928 380928 10034530 11133339 11133339 544409 737490 737490 783378 782971 782971 977693 444443 537889 533250 533250 13077281 14580089 14580089 0 0 X 8724583 9704982 4352698 4875107 13077281 14580089 13077281 14580089 13077281 111660 1391148 14580089 0 14580089 Publicly Traded Securities 4846322 4450222 396100 396100 Capital Gains Dividends P 11 11 11 396111 0 8486 0 8486 0 8486 9699 0 0 0 9699 0 1213 1213 0 0 0 0 0 0 0 0 0 0 0 1 1 ME 1 1 0 0 0 1 N/A Michael J Quinlan 2077757271 Ten Free Street PO Box 4510 Portland ME 04112 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 Charles L Cragin Esq PO Box 4510 Portland ME 04112 President 0.50 0 0 0 Douglas M Henry PO Box 4510 Portland ME 04112 Vice President 0.50 0 0 0 Michael J Quinlan PO Box 4510 Portland ME 04112 Treasurer/Secretary 0.50 0 0 0 Davida D Barter PO Box 4510 Portland ME 04112 Director 0.38 0 0 0 John M Bernier PO Box 4510 Portland ME 04112 Director 0.38 0 0 0 Joseph Hanslip PO Box 4510 Portland ME 04112 Director 0.38 0 0 0 Paula D Silsby PO Box 4510 Portland ME 04112 Director 0.38 0 0 0 NONE 0 University of Maine 5703 Alumni Hall Suite 218 Orono ME 04469 Library operations 429530 0 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. 452494 0 12132852 1081064 0 13213916 0 0 13213916 198209 13015707 650785 X 486648 0 41889 528537 2015-01-14 X 214383 205542 160035 163398 743358 182226 174711 136030 138888 631854 528537 555770 495223 440771 2020301 34154 35615 40165 37384 147318 494383 520155 455058 403387 1872983 0 0 433857 447961 477691 419375 1778884 0 0 0 0 X Ada E Leeke Research Fellowship 56 Norridgewock Ave Skowhegan ME 04976 None I Education - Ada E. Leeke -Shaw Lecture Speakers 500 Essay Contest 56 Norridgewock Ave Skowhegan ME 04976 None I Education - Provided 8 essay contest winners with amounts ranging from $50 to $1000. 2000 School Trip Fund and Teacher Worksh 56 Norridgewock Ave Skowhegan ME 04976 None I Education Fund - School Trips to Library and Teacher Workshops 1154 US Naval Academy Foundation 121 Blake Road Annapolis MD 21402 None PC Education - Leadership and ethics for women in military service 10000 University of Maine -- Margaret Chase Smith Policy Center York Complex 4 Orono ME 04469 None PC Education - Maine Policy Review 10000 Christa Bui 56 Norridgewock Ave Skowhegan ME 04976 None I National History Day Teacher of the Year Award 500 West Point Association of Graduates 698 Mills Rd West Point NY 10996 None PC Education - Leadership and ethics for women in military service 10000 34154 Ada E Leeke Research Fellowship 56 Norridgewock Ave Skowhegan ME 04976 None I Education - Ada E. Leeke Honorarium -Research Grant 3000 Essay Contest 56 Norridgewock Ave Skowhegan ME 04976 None I Education - To provide essay contest winners with amounts ranging from $50 to $1000. 2000 School Trip Fund and Teacher Worksh 56 Norridgewock Ave Skowhegan ME 04976 None I Education Fund - School Trips to Library and Teacher Workshops 6000 US Naval Academy Foundation 121 Blake Road Annapolis MD 21402 None PC Education - Leadership and ethics for women in military service 10000 University of Maine -- Margaret Chase Smith Policy Center York Complex 4 Orono ME 04469 None PC Education - Maine Policy Review 10000 West Point Association of Graduates 698 Mills Rd West Point NY 10996 None PC Education - Leadership and ethics for women in military service 10000 41000 14 307045 18 396111 Library Sales 530 0 703156 530 703686 11a Other Revenue attributable to operations of the Library 0 0 0 0 0 0 0 0 0 0 Accounting Expenses 6668 3334 3334 3334 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). 35000 Shares of At&T Inc Note Call 4.25% 34557 34557 35000 Shares of Priceline Grp Inc 33748 33748 35000 Shares of Capital One Finl Corp 33102 33102 35000 Shares of Santander Hldgs Usa Inc 33984 33984 35000 Shares of Csx Corp 4.25% 34777 34777 35000 Shares of Verizon Communications 33820 33820 35000 Shares of Cigna Corp 34742 34742 35000 Shares of Digital Rlty Tr Lp 32867 32867 35000 Shares of JPMorgan Chase & Co 34038 34038 35000 Shares of Equinix Inc 32422 32422 35000 Shares of Eaton Corp Ohio 34142 34142 35000 Shares of Charles Schwab Corp 36031 36031 95000 Shares of Waste Mgmt Inc DE 92888 92888 35000 Shares of Omnicom Group Inc 34082 34082 75000 Shares of Boeing Co 73271 73271 35000 Shares of Sabine Pass Liquefaction 35612 35612 95000 Shares of Truist Financial Corp 93407 93407 14265 Shares of Vanguard High-Yield 77317 77317 813 Shares of iShares Intermediate 85170 85170 75000 Shares of Visa Inc 73113 73113 569 Shares of iShares 0-5 Year TIPS 56098 56098 300 Shares of iShares 1-3 Year Treasury Bond ETF 24612 24612 400 Shares of Vanguard Intermediate 23728 23728 270 Shares of Linde PLC 110892 110892 390 Shares of Trane Technologies Plc 95121 95121 14560 Shares of iShares Core MSCI EAFE ETF 1024296 1024296 2260 Shares of Alphabet Inc Class A 315699 315699 235 Shares of Meta Platforms Inc 83181 83181 1215 Shares of T-Mobile US Inc Com 194801 194801 1600 Shares of Alphabet Inc Class C 225488 225488 1825 Shares of Amazon.com Inc 277291 277291 655 Shares of Lowe's Companies Inc 145770 145770 485 Shares of McDonald's Corporation 143807 143807 1755 Shares of TJX Companies Inc 164637 164637 725 Shares of DR Horton Inc 110185 110185 265 Shares of Tesla Inc 65847 65847 765 Shares of Pepsico Incorporated 129928 129928 575 Shares of Walmart Inc 90649 90649 260 Shares of Costco Wholesale Corp 171621 171621 490 Shares of Procter & Gamble Co 71805 71805 975 Shares of Mondelez Intl Inc 70619 70619 665 Shares of Exxon Mobil Corporation 66487 66487 4460 Shares of Williams Companies 155342 155342 715 Shares of ConocoPhillips 82990 82990 585 Shares of Marathon Petroleum Corp 86791 86791 990 Shares of Morgan Stanley 92318 92318 1060 Shares of JP Morgan Chase & Co. 180306 180306 815 Shares of Marsh & McLennan Co Inc 154418 154418 198 Shares of BlackRock Inc 160736 160736 365 Shares of Mastercard Inc 155676 155676 770 Shares of Visa Inc 200470 200470 900 Shares of Cardinal Health Inc 90720 90720 265 Shares of Eli Lilly and Company 154474 154474 1020 Shares of Merck & Co Inc 111200 111200 300 Shares of UnitedHealth Group Inc 157941 157941 257 Shares of Thermo Fisher Scientific Inc 136413 136413 885 Shares of AbbVie Inc 137148 137148 160 Shares of Deere & Company 63979 63979 605 Shares of Automatic Data Processing Inc 140947 140947 615 Shares of Eaton Corp PLC 148104 148104 345 Shares of Cummins Inc 82652 82652 655 Shares of Republic Svcs Inc 108016 108016 125 Shares of Adobe Inc 74575 74575 660 Shares of Oracle Corporation 69584 69584 505 Shares of Motorola Solutions Inc 158110 158110 2110 Shares of Microsoft Corp 793444 793444 1120 Shares of Applied Materials Inc 181518 181518 650 Shares of Accenture PLC 228092 228092 205 Shares of Intuit Inc 128131 128131 3075 Shares of Apple Inc 592030 592030 220 Shares of Lam Research Corp 172317 172317 145 Shares of KLA Corp 84289 84289 295 Shares of NVIDIA Corp 146090 146090 185 Shares of Broadcom Inc 206506 206506 275 Shares of Palo Alto Networks Com 81092 81092 1085 Shares of NextEra Energy Inc 65903 65903 4255 Shares of Graphic Packaging Intl 104886 104886 795 Shares of Apollo Global Management Inc 74086 74086 3480 Shares of iShares Core S&P Mid-Cap ETF 964482 964482 3440 Shares of iShares Core S&P Small-Cap ETF 372380 372380 110 Shares of Ishares Intermediate Government/Credit Bond 11523 11523 400 Shares of Ishares Short-Term Corproate Bond 20510 20510 20 Shares of Ishares TIPS Bond 2150 2150 70 shares on Ishares Core MSCI EAFE 4925 4925 206 Shares of SPDR S&P 500 Trust ETF 97913 97913 380928 380928 0 0 6568 Shares of AFA Multi-Manager Credit Founder FMV 61147 61147 16853 Shares of AQR Risk-Balanced Commodities R6 FMV 140385 140385 10246 Shares of Versus Capital Multi-Manager Real Estate Income Fund LLC FMV 264254 264254 11426 Shares of Versus Capital Real Assets FMV 317185 317185 Land 82800 0 82800 82800 Building 459200 183680 275520 275520 Furnishings 174174 131301 42873 42873 Building Improvements 239836 129462 110374 110374 Construction in Progress 21683 0 21683 21683 Legal Expenses 16008 8004 8004 8004 Insurance 12914 3874 3874 9040 Dues & Subscriptions 815 0 0 815 Bank Charges 23 23 23 0 Other 5921 0 0 5921 Library Operations 419552 0 530 419022 Library Sales 530 530 Unrealized Gain on Investments 1391148 Investment Management Fees 55614 55614 55614 0 Other Taxes 8 0 0 8 Foreign Taxes 0 1891 1891 0 Excise Taxes 6350 0 0 6350