GRACE BUTNAM FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GRACE BUTNAM FOUNDATION (EIN 22-2672858)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201601339349100340
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T09:46:45-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010459941 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAWSON SMITH PURVIS & BASSETT PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 CASCO STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041012902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222672858 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRACE BUTNAM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAC | BusinessNameControlTxt |
| Phone | 2078924000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40 | AddressLine1Txt |
| City | SOUTH WINDHAM | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER PUTNAM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2078924000 | PhoneNum |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC A PURVIS | PreparerPersonNm |
| PTIN | P00151306 | PTIN |
| Phone | 2078740355 | PhoneNum |
| Preparation | 2016-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,645,828 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $19,071 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,474 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,474 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,307 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,307 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,963 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $355,031 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,963 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $154,815 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,744 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,945 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,383 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,562 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,918 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $875 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,043 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,550 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,565 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,985 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,185 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,855 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,330 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,553 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,006 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $85,224 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,567 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $59,657 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $127,375 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,851 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $85,977 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $192,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,851 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,977 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,560 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,893 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $152,691 | CashBOYAmt |
| Cash EOY | $175,452 | CashEOYAmt |
| Cash EOYFMV | $175,452 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $9,313 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,313 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $118,858 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $123,936 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $118,858 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $118,858 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $816,180 | CorporateStockBOYAmt |
| Corporate Stock EOY | $762,335 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,155,001 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $148,906 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $120,841 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $127,994 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $976,688 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $976,688 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $976,688 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $976,688 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $17,041 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,041 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,549 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $271,818 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $210,187 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $66,184 | LandBOYAmt |
| Land EOY | $61,631 | LandEOYAmt |
| Land EOYFMV | $61,631 | LandEOYFMVAmt |
| Other Assets BOY | $3,342 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,342 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,342 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,304,968 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,245,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,645,828 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $21,907 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $21,907 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $3,423,175 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $3,423,175 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,140,114 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,177,674 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,283,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,245,501 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,304,968 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,245,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,283,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,560 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,245,501 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,245,501 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 275 SHS DEVON ENERGY CORP | 2014-11-12 | 2015-01-07 | $15,860 | $18,098 | -$2,238 | -$2,238 |
| 55,000 SHS MORGAN STANLEY | 2015-04-29 | 2015-10-15 | $55,000 | $55,944 | -$944 | -$944 |
| 200 SHS ONEOK INC | 2014-11-24 | 2015-08-25 | $6,513 | $11,980 | -$5,467 | -$5,467 |
| 18,000 SHS BEAR STEARNS CO INC | 2013-12-17 | 2015-03-15 | $18,000 | $18,012 | -$12 | -$12 |
| 1,000 SHS EMERSON ELECTRIC CO | 2002-01-04 | 2015-04-07 | $56,739 | $29,282 | $27,457 | $27,457 |
| 225 SHS GILEAD SCIENCES INC | 2014-01-14 | 2015-07-01 | $26,283 | $16,675 | $9,608 | $9,608 |
| 10,000 SHS JPMORGAN CHASE & CO | 2013-12-16 | 2015-12-15 | $10,000 | $10,014 | -$14 | -$14 |
| 200 SHS MERCK & CO INC | 2010-02-04 | 2015-01-07 | $12,312 | $7,534 | $4,778 | $4,778 |
| 400 SHS MERCK & CO INC | 2010-02-04 | 2015-04-29 | $23,894 | $15,067 | $8,827 | $8,827 |
| 1,000 SHS NATIONAL GRID PLC | 2011-02-17 | 2015-07-01 | $64,169 | $46,369 | $17,800 | $17,800 |
| 1,000 SHS ONEOK INC | 2005-08-15 | 2015-08-25 | $32,564 | $14,225 | $18,339 | $18,339 |
| 500 SHS PFIZER INC | 2002-01-04 | 2015-04-29 | $17,041 | $19,626 | -$2,585 | -$2,585 |
| 200 SHS WD-40 CO | 2002-01-04 | 2015-04-29 | $16,656 | $5,242 | $11,414 | $11,414 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,963 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $139,803 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,445,176 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.096738 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $124,161 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,400,104 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.088680 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $122,672 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,345,254 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.091189 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $122,991 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,451,648 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.084725 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,567 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,389,386 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072382 | DistributionYr5Rt |
| Total Distribution | 0.433714 | TotalDistributionRt |
| Average Distribution | 0.086743 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,596,051 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $138,446 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $969 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $139,415 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $150,977 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $969 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $969 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $969 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $992 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | PAULA COOPER | IndividualWithBooksNm |
| Phone | 2078924000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40 | AddressLine1Txt |
| City | SOUTH WINDHAM | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| AUGUST J VALENTI MD | ||||||||
| 84 MARGINAL WAY | PORTLAND | ME | 04101 | TREASURER | 0.02 | $0 | $0 | $0 |
| JEANETTE HAGEN ESQ | ||||||||
| 107 BREAKWATER FARM ROAD | CAPE ELIZABETH | ME | 04107 | SECRETARY | 0.04 | $0 | $0 | $0 |
| ALICE N PERSONS ESQ | ||||||||
| 16 WALTON ST | WESTBROOK | ME | 04092 | VICE PRESIDENT | 0.04 | $0 | $0 | $0 |
| PAULA COOPER | ||||||||
| PO BOX 40 | SOUTH WINDHAM | ME | 04082 | ASST. TREASURER | 4.00 | $7,945 | $0 | $0 |
| MARILYN GOUDREAU | ||||||||
| 30 DUTTON HILL ROAD | SOUTH WINDHAM | ME | 04062 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| ROGER A PUTNAM ESQ | ||||||||
| ONE PORTLAND SQUARE 9TH FLOOR | PORTLAND | ME | 04101 | PRESIDENT | 0.04 | $0 | $0 | $0 |
| RACHEL FLAHERTY DVM | ||||||||
| 91 AUBURN ST | PORTLAND | ME | 04103 | DIRECTOR | 0.04 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,427,471 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $192,885 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,620,356 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,620,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,305 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,596,051 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,803 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,803 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $969 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $969 | TotalTaxAmt |
| Distributable Before Adj | $78,834 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $78,834 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $78,834 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,977 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $150,977 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $969 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $150,008 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,834 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,098 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $51,092 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $55,675 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,086 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $69,020 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $261,971 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,977 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,834 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $72,143 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $334,114 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $31,098 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $303,016 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $51,092 | ExcessFromYear4Amt |
| Excess From Year3 | $55,675 | ExcessFromYear3Amt |
| Excess From Year2 | $55,086 | ExcessFromYear2Amt |
| Excess From Year1 | $69,020 | ExcessFromYear1Amt |
| Excess From Current Year | $72,143 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAINE STATE SOCIETY FOR THE PROTECTION OF ANIMALS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 279 RIVER ROAD | AddressLine1Txt |
| City | WINDHAM | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO HELP AND PROVIDE FOR ANIMALS WHICH ARE RESCUED FROM NEGLECT AND ABUSE. | GrantOrContributionPurposeTxt |
| Amt | $65,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,474 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,307 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,963 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $135,744 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,744 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE J KEDDY TRUST (AT COST) | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 DUTTON HILL ROAD | AddressLine1Txt |
| City | WINDHAM | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $19,071 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS INVESTMENT SECURITIES (AT FMV) | NoncashPropertyDesc |
| Fair Market Value | $25,547 | FairMarketValueAmt |
| Received | 2015-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,400 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (35 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING IMPROVEMENTS | 2005-01-19 | $2,860 | $2,860 | 200DB | 7.000000000000 | $0 | $0 |
| BUILDING IMPROVEMENTS | 2006-11-01 | $4,857 | $1,016 | SL | 39.000000000000 | $125 | $125 |
| BUILDING IMPROVEMENTS | 2006-12-11 | $2,113 | $434 | SL | 39.000000000000 | $54 | $54 |
| BUILDING IMPROVEMENTS | 2007-01-17 | $4,965 | $1,011 | SL | 39.000000000000 | $127 | $127 |
| BUILDING IMPROVEMENTS | 2007-03-02 | $5,514 | $1,099 | SL | 39.000000000000 | $141 | $141 |
| BUILDING IMPROVEMENTS | 2007-03-19 | $2,630 | $522 | SL | 39.000000000000 | $67 | $67 |
| BUILDING IMPROVEMENTS | 2007-04-02 | $2,893 | $571 | SL | 39.000000000000 | $74 | $74 |
| BUILDING IMPROVEMENTS | 2007-10-23 | $8,750 | $1,615 | SL | 39.000000000000 | $224 | $224 |
| BUILDING IMPROVEMENTS | 2008-01-01 | $7,264 | $1,294 | SL | 39.000000000000 | $186 | $186 |
| BUILDING IMPROVEMENTS | 2008-02-07 | $4,872 | $859 | SL | 39.000000000000 | $125 | $125 |
| BUILDING IMPROVEMENTS | 2008-03-05 | $4,861 | $849 | SL | 39.000000000000 | $125 | $125 |
| BUILDING IMPROVEMENTS | 2008-04-29 | $2,361 | $409 | SL | 39.000000000000 | $61 | $61 |
| BUILDING IMPROVEMENTS | 2008-08-28 | $1,530 | $249 | SL | 39.000000000000 | $39 | $39 |
| OFFICE IMPROVEMENTS | 2009-07-01 | $18,687 | $2,615 | SL | 39.000000000000 | $479 | $479 |
| FURNITURE/REPAIRS | 2003-07-01 | $50,949 | $50,949 | 200DB | 7.000000000000 | $0 | $0 |
| SULLIVAN REPAIRS | 2003-07-01 | $67,391 | $67,391 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2005-09-20 | $657 | $657 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2005-11-09 | $274 | $274 | 200DB | 7.000000000000 | $0 | $0 |
| RUG | 2006-10-26 | $482 | $482 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2007-04-30 | $669 | $669 | SL | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2007-05-15 | $880 | $880 | SL | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2007-01-30 | $1,055 | $1,055 | SL | 7.000000000000 | $0 | $0 |
| PASTURE FENCES | 2007-06-30 | $42,945 | $42,945 | SL | 7.000000000000 | $0 | $0 |
| CARPET | 2009-01-26 | $894 | $704 | SL | 7.000000000000 | $128 | $128 |
| CARPET | 2009-02-26 | $357 | $281 | SL | 7.000000000000 | $51 | $51 |
| EQUIPMENT | 2003-08-31 | $5,440 | $5,440 | 200DB | 7.000000000000 | $0 | $0 |
| EQUIPMENT | 2003-01-01 | $8,041 | $8,041 | 200DB | 7.000000000000 | $0 | $0 |
| EQUIPMENT | 2007-01-04 | $947 | $947 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2008-09-08 | $2,386 | $2,386 | 200DB | 5.000000000000 | $0 | $0 |
| LAPTOP | 2009-03-04 | $418 | $418 | 200DB | 5.000000000000 | $0 | $0 |
| PRINTERS | 2009-12-21 | $379 | $379 | 200DB | 5.000000000000 | $0 | $0 |
| DELL DESKTOP COMPUTER | 2010-10-14 | $907 | $747 | SL | 5.000000000000 | $160 | $0 |
| KYOCERA COLOR COPIER | 2010-11-19 | $5,245 | $4,327 | SL | 5.000000000000 | $918 | $0 |
| COMPUTER EQUIPMENT | 2011-12-06 | $1,015 | $626 | SL | 5.000000000000 | $203 | $0 |
| COPIER - KYOCERA 3051CI | 2014-06-17 | $6,330 | $633 | SL | 5.000000000000 | $1,266 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XV, LINE 3A | FormAndLineReferenceDesc |
| Medium Explanation | MARILYN GOODREAU, DIRECTOR OF GRACE BUTNAM FOUNDATION, IS ALSO THE PRESIDENT OF THE MAINE STATE SOCIETY FOR THE PROTECTION OF ANIMALS (MSSPA). THE MSSPA IS A 501(C)(3) ORGANIZATION THAT RECEIVES GRANTS FROM GRACE BUTNAM FOUNDATION. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS FINANCIAL SERVICES | BondNm |
| EOY Book Value | $120,841 | EOYBookValueAmt |
| EOYFMV | $127,994 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS FINANCIAL SERVICES | StockNm |
| EOY Book Value | $762,335 | EOYBookValueAmt |
| EOYFMV | $1,155,001 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS FINANCIAL SERVICES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $17,041 | BookValueAmt |
| EOYFMV | $17,549 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (35 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING IMPROVEMENTS | $2,860 | $2,860 | $0 |
| BUILDING IMPROVEMENTS | $4,857 | $1,141 | $3,716 |
| BUILDING IMPROVEMENTS | $2,113 | $488 | $1,625 |
| BUILDING IMPROVEMENTS | $4,965 | $1,138 | $3,827 |
| BUILDING IMPROVEMENTS | $5,514 | $1,240 | $4,274 |
| BUILDING IMPROVEMENTS | $2,630 | $589 | $2,041 |
| BUILDING IMPROVEMENTS | $2,893 | $645 | $2,248 |
| BUILDING IMPROVEMENTS | $8,750 | $1,839 | $6,911 |
| BUILDING IMPROVEMENTS | $7,264 | $1,480 | $5,784 |
| BUILDING IMPROVEMENTS | $4,872 | $984 | $3,888 |
| BUILDING IMPROVEMENTS | $4,861 | $974 | $3,887 |
| BUILDING IMPROVEMENTS | $2,361 | $470 | $1,891 |
| BUILDING IMPROVEMENTS | $1,530 | $288 | $1,242 |
| OFFICE IMPROVEMENTS | $18,687 | $3,094 | $15,593 |
| FURNITURE/REPAIRS | $50,949 | $50,949 | $0 |
| SULLIVAN REPAIRS | $67,391 | $67,391 | $0 |
| FURNITURE & FIXTURES | $657 | $657 | $0 |
| FURNITURE & FIXTURES | $274 | $274 | $0 |
| RUG | $482 | $482 | $0 |
| FURNITURE & FIXTURES | $669 | $669 | $0 |
| FURNITURE & FIXTURES | $880 | $880 | $0 |
| FURNITURE & FIXTURES | $1,055 | $1,055 | $0 |
| PASTURE FENCES | $42,945 | $42,945 | $0 |
| CARPET | $894 | $832 | $62 |
| CARPET | $357 | $332 | $25 |
| EQUIPMENT | $5,440 | $5,440 | $0 |
| EQUIPMENT | $8,041 | $8,041 | $0 |
| EQUIPMENT | $947 | $947 | $0 |
| COMPUTER | $2,386 | $2,386 | $0 |
| LAPTOP | $418 | $418 | $0 |
| PRINTERS | $379 | $379 | $0 |
| DELL DESKTOP COMPUTER | $907 | $907 | $0 |
| KYOCERA COLOR COPIER | $5,245 | $5,245 | $0 |
| COMPUTER EQUIPMENT | $1,015 | $829 | $186 |
| COPIER - KYOCERA 3051CI | $6,330 | $1,899 | $4,431 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $18,550 | LegalFeesAmt |
| Net Investment Income | $5,565 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,985 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND RECEIVABLE | Desc |
| BOY Book Value | $3,342 | BOYBookValueAmt |
| EOY Book Value | $3,342 | EOYBookValueAmt |
| EOYFMV | $3,342 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL PROCESSING FEES | $1,150 | $345 | $805 |
| EQUIPMENT RENTAL | $1,032 | $310 | $722 |
| INSURANCE | $3,812 | $1,144 | $2,668 |
| JANITOR | $3,000 | $900 | $2,100 |
| SULLIVAN EXPENSES | $30,024 | $9,007 | $21,017 |
| ELECTRICITY | $1,953 | $586 | $1,367 |
| HEAT | $3,635 | $1,090 | $2,545 |
| TELEPHONE | $4,323 | $1,297 | $3,026 |
| WATER | $131 | $39 | $92 |
| OFFICE EXPENSES | $13,570 | $4,071 | $9,499 |
| INVESTMENT EXPENSES | $6,786 | $2,036 | $4,750 |
| REPAIRS AND MAINTENANCE | $15,453 | $4,636 | $10,817 |
| STATE FILING FEE | $75 | $22 | $53 |
| MISCELLANEOUS EXPENSE | $280 | $84 | $196 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $624 | $187 | $437 |
| REAL ESTATE TAXES | $4,063 | $1,219 | $2,844 |
| FEDERAL EXCISE TAX | $1,498 | $449 | $1,049 |
Comments