2024-03-21T10:15:20-05:00 2023-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990PF 2023-04-01 881403435 Ferris Olson Family Foundation for Ocean Stewardship FERR 9379746878 PO Box 30 South Freeport ME 040780030 James Olson Treasurer 9379746878 2024-03-21 1 James Olson 999009999 1 Barbara J McGuan CPA P00219457 2077752387 2024-03-21 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 183284 X 14639 7547 7547 11252 38895 11252 33438 18799 2000 1500 500 3400 0 3400 1051 1051 0 2527 0 0 211 0 211 9189 2551 4111 25000 25000 34189 2551 29111 -751 16248 3807 3549 3549 169634 169141 179735 173441 172690 183284 0 0 X 0 0 0 0 173441 172690 173441 172690 173441 172690 173441 -751 0 172690 0 172690 Publicly Traded Securities 38895 27643 11252 11252 11252 226 0 226 0 226 1239 0 0 0 1239 0 1013 226 787 0 0 0 0 0 0 0 1 0 0 1 1 ME 1 0 1 0 0 1 www.foffos.org James Olson 9379746878 PO Box 30 South Freeport ME 040780030 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Pamela Ferris-Olson PO Box 30 South Freeport ME 040780030 President 5.00 0 0 0 James Olson PO Box 30 South Freeport ME 040780030 Treasurer 5.00 2000 0 0 Brian Ferris PO Box 30 South Freeport ME 040780030 Secretary 2.00 0 0 0 Shelley Dini PO Box 30 South Freeport ME 040780030 Board Member 1.00 0 0 0 NONE 0 NONE 0 0 173415 2386 0 175801 0 0 175801 2637 173164 6523 6523 226 226 6297 0 6297 0 6297 29111 0 29111 6297 0 0 26263 26263 29111 0 0 0 6297 22814 0 0 49077 0 0 0 0 0 0 0 49077 26263 22814 Pamela Ferris-Olson James Olson Dr Pam Ferris-Olson PO Box 30 South Freeport ME 04078 9373710992 FerrisOlsonFoundation@gmail.com See application on website at www.foffos.org. October 16, 2023 FOFFOS grants are awarded for projects that promote our mission of ocean and coastal 1) conservation, 2) ecosystem restoration and protection, 3) advocacy, 4) community stewardship and 5) marine animal rescue and rehabilitation. Grants are made for a one-year period. Support for an additional year(s) requires submission of a new grant application. As stipulated by the IRS and our bylaws, grants can only be made to entities recognized as a 501(c)(3) by the IRS; however, an applicant's work may be done outside of the US. FOFFOS expects that recipients use grant awards in an effective manner rather than for administration or fundraising purposes. We do not award grants for general purposes or fund on-going programs as these do not provide a means to directly measure the environmental return on our investment. Assessment of institutional indirect costs should not exceed 15%. New England Aquarium Central Wharf Boston MA 02110 N/A PC Establish a new leatherback turtle tagging study in western Puerto Rico through community-based collaboration for lasting conservation outcomes. 12500 The Marine Mammal Center 2000 Bunker Road Sausalito CA 94965 N/A PC This project will study and monitor whales in San Francisco Bay and the Gulf of the Farrallones, where the threat from vessel strikes is significant. 12500 25000 0 14 7547 18 11252 0 18799 0 18799 0 0 0 0 0 0 0 0 0 0 X X 1 James Olson and Pamela Ferris-Olson 33 Spar Cove Road Freeport ME 04032 25602 X 1 50 Shares of Amazon, 30 Shares of Microsoft, 15 Shares of NVDIA 25602 2023-12-01 Accounting Expenses 3400 0 3400 391 shares of AAM BAHL & GAYNOR INCOME 8845 8946 244 shares of BLACKROCK MID CAP GROWTH 7943 9396 142 shares of COHEN & STEERS REALTY 9577 9007 1513 shares of COHEN & STEERS PREFERRED 18218 17823 835 shares of COLUMBIA SELECT LARGE 25261 26570 129 shares of JOHN HANCOCK FDMTL LARGE 7950 8564 378 shares of JP MORGAN LARGE CAP 18478 22733 941 shares of LOOMIS SAYLES GROWTH 18084 21860 475 shares of MFS INTERNATIONAL DIVERS 9392 10550 556 shares of MFS VALUE FD CL I 27486 26466 1678 shares of PIMCO INCOME FUND CL I2 17907 17820 State Registration Fees 35 0 35 Other Expenses 176 0 176 Investment Management Fees 1051 1051 0 James Olson 33 Spar Cove Road Freeport ME 04032 Pamela Ferris-Olson 33 Spar Cove Road Freeport ME 04032 Taxes 2527 0 0