2025-06-09T14:12:50-05:00 2024-08-31 390758449 WIPFLI LLP 1 MARKET SQUARE AUGUSTA ME 043304637 990 2023-09-01 222535972 CLYDE RUSSELL SCHOLARSHIP FUND CLYD 2076225866 35 COMMUNITY DRIVE AUGUSTA ME 04330 RACHELLE BRISTOL VICE CHAIR 2076225866 2025-06-04 1 0 JOSHUA CALLNAN CPA P02298782 2076224766 2025-06-04 2023 2025-03-06 01:10:19Z RACHELLE BRISTOL 35 COMMUNITY DRIVE AUGUSTA ME 04330 68577 0 X CLYDERUSSELLSCHOLARSHIPFUND.ORG X 1989 ME TO PROVIDE SCHOLARSHIPS TO MAINE RESIDENTS, INCLUDING BUT NOT LIMITED TO, THOSE WHO PURSUE THE TEACHING PROFESSION. 5 2 2 15 0 0 0 0 0 0 60318 55644 0 0 60318 55644 26000 21000 0 0 2746 4078 0 0 0 25453 25469 54199 50547 6119 5097 1110601 1213111 0 0 1110601 1213111 TO PROVIDE SCHOLARSHIPS, GRANTS, LOANS OR GIFTS TO RESIDENTS OF MAINE, INCLUDING BUT NOT LIMITED TO, THOSE WHO PURSUE THE TEACHING PROFESSION WITH THE INTENT TO ADVANCE CULTURAL AND EDUCATIONAL OPPORTUNITIES FOR THE RESIDENTS OF MAINE. 0 0 21000 21000 0 TO PROVIDE SCHOLARSHIPS, GRANTS, LOANS, OR GIFTS TO RESIDENTS OF MAINE, INCLUDING BUT NOT LIMITED TO THOSE WHO PURSUE THE TEACHING PROFESSION WITH THE INTENT TO ADVANCE CULTURAL AND EDUCATIONAL OPPORTUNITIES FOR THE RESIDENTS OF MAINE. 21000 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 2 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 X TAMMY SIMPSON 2076225866 35 COMMUNITY DRIVE AUGUSTA ME 04330 RACHELLE BRISTOL VICE CHAIR 1.00 41.00 X X 0 198859 83192 TAMMY SIMPSON SECRETARY TO THE TRUSTEE 3.00 40.00 X 0 158773 86321 GRACE LEAVITT CHAIR (THRU 07/24) 1.00 41.00 X X 0 139354 44379 JESSE HARGROVE CHAIR 1.00 41.00 X X 0 15491 0 JANICE MURPHY TRUSTEE (THRU 07/24) 1.00 2.05 X 0 3091 0 TOM WALSH TRUSTEE 1.00 2.05 X 0 3091 0 REBECCA MILLETT TRUSTEE 1.00 0.00 X 0 0 0 0 518659 213892 0 0 1 0 0 27376 27376 41201 12933 28268 28268 28268 55644 0 0 55644 X 21000 21000 3490 3490 588 588 5043 5043 6551 6551 7536 7536 1315 1315 2510 2510 1272 1272 BANK FEES 785 785 FOREIGN TAXES AND FEES 457 457 50547 21000 29547 0 5351 9265 2325 4523 0 0 1102925 684668 0 514655 1110601 1213111 0 0 0 0 X 1110601 1213111 1110601 1213111 1110601 1213111 5097 97413 0 X 1 X 0 0 0 X X 1 MAINE EDUCATION ASSOCIATION 010114035 10 1 21000 0 1 21000 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: THIS ORGANIZATION SUPPORTS A SECTION 501(C)(5) ORGANIZATION PURSUANT TO THE PROVISIONS OF SECTION 509(A) THAT DEEM ANY ENTITY EXEMPT UNDER SECTIONS 501(C)(4), (5), AND (6) TO BE A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 509(A)(2) IF IT WERE AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) AND 509(A)(2). THE INTERNAL REVENUE SERVICE HAS ISSUED A DETERMINATION LETTER CONFIRMING THIS STATUS. THE SUPPORT ORGANIZATION PASSES THE SUPPORT TEST IN SCHEDULE A, PART III ON AN ANNUAL BASIS. PART IV, SECTION A, LINE 3C: THE AMOUNT OF SUPPORT SHOWN ON SCHEDULE A, PART I, LINE 11G(V) REPRESENTS SCHOLARSHIPS AWARDED ON BEHALF OF MAINE STUDENTS. SEE SCHEDULE I FOR MORE DETAIL. 0 ISHARES CORE S&P 500 SMALL 158440 F ISHARES 1-3 YEAR TREASURY 76176 F VANGUARD SHORT-TERM BOND 69634 F VANGUARD SHORT-TERM INVE 90334 F VANGUARD SHORT-TERM TREA 120071 F 514655 1 SCHOLARSHIPS 6 21000 0 PART I, LINE 2: MEA INTENDS FOR THE USE OF THESE FUNDS TO OFFSET THE RECIPIENTS FIRST YEAR COLLEGE EXPENSES. WHILE THERE ARE NO SET OF SPECIFIC PROCEDURES FOR MONITORING THE USE OF THESE GRANTS, MEA REQUIRES RECIPIENTS TO SEND IN THEIR GRADES AT THE END OF THE SEMESTER, AS PROOF OF ATTENDANCE, PRIOR TO RELEASING THE GRANT. 0 0 0 0 0 0 0 0 0 RACHELLE BRISTOL VICE CHAIR 0 184860 0 6299 0 7700 0 9943 0 73249 0 282051 0 0 TAMMY SIMPSON SECRETARY TO THE TRUSTEE 0 152541 0 6165 0 67 0 7938 0 78383 0 245094 0 0 GRACE LEAVITT CHAIR (THRU 07/24) 0 129088 0 0 0 10266 0 0 0 44379 0 183733 0 0 PART I, LINE 3 RACHELLE BRISTOL, VICE CHAIR OF THE BOARD, IS COMPENSATED BY MAINE EDUCATION ASSOCIATION (MEA) AS EXECUTIVE DIRECTOR. MEA IS A RELATED ORGANIZATION AND USES THE APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH HER COMPENSATION AS MEA'S EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE CHAIR OF THE TRUSTEES, VICE CHAIR AND SECRETARY TO THE TRUSTEES REVIEW THE FORM 990 AND COMPARE THE INFORMATION TO THE REVIEWED FINANCIAL STATEMENTS PRIOR TO FILING, THIS IS USUALLY DONE DURING THE FIRST TWO WEEKS OF THE MONTH IN WHICH THE FORM IS DUE TO BE FILED. FORM 990, PART VI, SECTION B, LINE 12C THE FUND DOES HAVE A CONFLICT OF INTEREST POLICY THAT PERTAINS TO EMPLOYEES, OFFICERS, AND TRUSTEES OF THE FUND. THE CONFLICT OF INTEREST POLICY IS POSTED ON THE FUND'S WEBSITE IN AN AREA ACCESSIBLE BY THE GENERAL PUBLIC. THE POLICY IS REVIEWED AND REAFFIRMED ANNUALLY AT OPEN MEETING OF TRUSTEES. TO DATE, NO CONFLICTS OF INTEREST HAVE EXISTED. ALL COVERED BY THE POLICY ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AND WOULD BE PROHIBITED FROM VOTING ON RELEVANT ISSUES IF ONE WERE TO OCCUR. FORM 990, PART VI, SECTION B, LINE 15 THE CLYDE TRUSTEES AREN'T PAID ANY MONIES FOR THIS WORK. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, TAX RETURNS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC WHEN A WRITTEN REQUEST IS PROVIDED TO A TRUSTEE. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,536. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,536. MAINE EDUCATION ASSOCIATION 35 COMMUNITY DRIVE AUGUSTA ME 04330 010114035 PUBLIC EDUCATION LABOR ADVOCACY ME 501(C)(5) 0 MAINE EDUCATION ASSOCIATION BENEFITS TRUST 35 COMMUNITY DRIVE AUGUSTA ME 04330 010479776 PROVIDE INSURANCE & BENEFITS TO MEMBERS ME 501(C)(9) MAINE EDUCATION ASSOCIATION 0 MAINE EDUCATION ASSOCIATION FUND IN SUPPORT OF PUBLIC EDUCATION 35 COMMUNITY DRIVE AUGUSTA ME 04330 811082505 ADVOCATE POLITICAL, LEGAL, AND LEGISLATION ON BEHALF OF MEMBERS ME 527 MAINE EDUCATION ASSOCIATION 0 CITIZENS WHO SUPPORT MAINE'S PUBLIC SCHOOLS 35 COMMUNITY DRIVE AUGUSTA ME 04330 341991367 ADVOCATE FOR MAINE'S PUBLIC SCHOOLS ME 501(C)(4) MAINE EDUCATION ASSOCIATION 0 CITIZENS WHO SUPPORT MAINE'S PUBLIC SCHOOLS - PAC 35 COMMUNITY DRIVE AUGUSTA ME 04330 471266023 POLITICAL ACTION COMMITTEE ME 527 MAINE EDUCATION ASSOCIATION 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0