GRACE BUTNAM FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GRACE BUTNAM FOUNDATION (EIN 22-2672858)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-16
- IRS object ID
- 201501679349100400
- Schema version
- 2014v5.0
- 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 Govt Obligations Sch
- 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 | 2015-06-16T07:57:08-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | RACHEL FLAHERTY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2078924000 | PhoneNum |
| Signature | 2015-06-16 | 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 | 2015-06-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,905,691 | 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 | $272,478 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,318 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,318 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,726 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,726 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,413 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $251,349 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,413 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $389,935 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,457 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,528 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,258 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,270 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,061 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $918 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,143 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,479 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,944 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,535 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,195 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,558 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,637 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,398 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $5,160 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $94,528 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,360 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $66,168 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $135,689 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,648 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $89,803 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,689 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,648 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $139,803 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $204,246 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,809 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $142,450 | CashBOYAmt |
| Cash EOY | $152,691 | CashEOYAmt |
| Cash EOYFMV | $152,691 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $123,936 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $128,727 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $123,936 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $123,936 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $19,950 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $671,289 | CorporateStockBOYAmt |
| Corporate Stock EOY | $816,180 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,406,992 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $57,378 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $148,906 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $157,936 | 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 | $17,922 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $271,818 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $205,634 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $67,252 | LandBOYAmt |
| Land EOY | $66,184 | LandEOYAmt |
| Land EOYFMV | $66,184 | LandEOYFMVAmt |
| Other Assets BOY | $3,342 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,342 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,342 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,084,117 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,304,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,905,691 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,302 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $21,907 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $5,302 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,907 | 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 | -$1,344,360 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,140,114 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,078,815 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,283,061 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,084,117 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,304,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,078,815 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $204,246 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,283,061 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,283,061 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 473.402 SHS VERIZON COMMUNICATIONS | 2014-02-24 | 2014-10-21 | $23,045 | $22,778 | $267 | $267 |
| 0.818 SHS VODAFONE GROUP | 2013-04-22 | 2014-02-27 | $34 | $34 | $0 | $0 |
| 318.182 SHS VODAFONE GROUP | 2014-03-19 | 2014-08-05 | $10,447 | $12,048 | -$1,601 | -$1,601 |
| 325 SHS MCDONALDS CORP | 2012-06-06 | 2014-08-05 | $30,399 | $28,621 | $1,778 | $1,778 |
| 981.000 SHS VODAFONE GROUP | 2013-04-22 | 2014-08-05 | $32,209 | $53,499 | -$21,290 | -$21,290 |
| 0.818 SHS VODAFONE GROUP | 2014-03-19 | 2014-08-05 | $27 | $42 | -$15 | -$15 |
| 100 SHS ANADARKO PETROLEUM CORP | 2004-12-01 | 2014-07-09 | $10,718 | $3,411 | $7,307 | $7,307 |
| 200 SHS CATERPILLAR INC | 2008-12-30 | 2014-01-14 | $18,088 | $8,627 | $9,461 | $9,461 |
| 100 SHS CATERPILLAR INC | 2008-12-31 | 2014-07-09 | $11,011 | $4,314 | $6,697 | $6,697 |
| 200 SHS EXXON MOBIL CORP | 2005-08-18 | 2014-01-14 | $19,800 | $11,588 | $8,212 | $8,212 |
| 20,000 SHS FHLMC CALLABLE RATE 5.00% MATURES 1/30/14 | 2004-08-16 | 2014-01-30 | $20,000 | $19,950 | $50 | $50 |
| 100 SHS IDEXX LABS | 2000-09-05 | 2014-01-14 | $10,980 | $1,310 | $9,670 | $9,670 |
| 50 SHS MERCK & CO INC | 2010-02-04 | 2014-07-09 | $2,935 | $1,883 | $1,052 | $1,052 |
| 250 SHS ONE GAS INC | 2005-08-18 | 2014-02-10 | $8,083 | $2,065 | $6,018 | $6,018 |
| 200 SHS PFIZER INC | 2002-01-04 | 2014-01-14 | $6,155 | $7,851 | -$1,696 | -$1,696 |
| 775 SHS VERIZON COMMUNICATIONS | 2008-12-30 | 2014-01-14 | $36,366 | $23,959 | $12,407 | $12,407 |
| 0.402 SHS VERIZON COMMUNICATIONS | 2008-12-30 | 2014-02-24 | $19 | $12 | $7 | $7 |
| 98.000 SHS VERIZON COMMUNICATIONS | 2008-12-30 | 2014-08-05 | $4,870 | $3,030 | $1,840 | $1,840 |
| 126.598 SHS VERIZON COMMUNICATIONS | 2008-12-30 | 2014-10-21 | $6,163 | $3,914 | $2,249 | $2,249 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,413 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $124,161 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,400,104 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088680 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $122,672 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,345,254 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.091189 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $122,991 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,451,648 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.084725 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $100,567 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,389,386 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072382 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $391,442 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,490,818 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.262569 | DistributionYr5Rt |
| Total Distribution | 0.599545 | TotalDistributionRt |
| Average Distribution | 0.119909 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,445,176 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $173,290 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $738 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $174,028 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $139,803 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,476 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,476 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,476 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $22 | EsPenaltyAmt |
| Overpayment | $502 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $502 | RefundAmt |
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 | ||||||||
| PO BOX 40 | SOUTH WINDHAM | ME | 04082 | PRESIDENT | 0.02 | $0 | $0 | $0 |
| MARCIA DESANTIS | ||||||||
| PO BOX 40 | SOUTH WINDHAM | ME | 04082 | TREASURER | 0.04 | $0 | $0 | $0 |
| ALICE N PERSONS | ||||||||
| PO BOX 40 | SOUTH WINDHAM | ME | 04082 | SECRETARY | 0.04 | $0 | $0 | $0 |
| PAULA COOPER | ||||||||
| PO BOX 40 | SOUTH WINDHAM | ME | 04082 | ASST. TREASURER | 4.00 | $7,528 | $0 | $0 |
| MARILYN GOUDREAU | ||||||||
| PO BOX 40 | SOUTH WINDHAM | ME | 04082 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| ROGER A PUTNAM | ||||||||
| PO BOX 40 | SOUTH WINDHAM | ME | 04082 | DIRECTOR | 0.04 | $0 | $0 | $0 |
| RACHEL FLAHERTY | ||||||||
| PO BOX 40 | SOUTH WINDHAM | ME | 04082 | 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 | $1,321,682 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,502 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,467,184 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,467,184 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,008 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,445,176 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,259 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,259 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,476 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,476 | TotalTaxAmt |
| Distributable Before Adj | $70,783 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,783 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,783 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $139,803 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $139,803 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $139,803 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,783 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $316,901 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $31,098 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $51,092 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,675 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,086 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $509,852 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $139,803 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,783 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $69,020 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $578,872 | 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 | $316,901 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $261,971 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,098 | ExcessFromYear4Amt |
| Excess From Year3 | $51,092 | ExcessFromYear3Amt |
| Excess From Year2 | $55,675 | ExcessFromYear2Amt |
| Excess From Year1 | $55,086 | ExcessFromYear1Amt |
| Excess From Current Year | $69,020 | 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 | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,000 | 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 | $10,318 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,726 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,413 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $117,457 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $117,457 | 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 Person | LAWRENCE J KEDDY TRUST AT COST | ContributorPersonNm |
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 | $272,478 | 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 | $344,187 | FairMarketValueAmt |
| Received | 2014-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,050 | 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 | $891 | SL | 39.000000000000 | $125 | $125 |
| BUILDING IMPROVEMENTS | 2006-12-11 | $2,113 | $380 | SL | 39.000000000000 | $54 | $54 |
| BUILDING IMPROVEMENTS | 2007-01-17 | $4,965 | $884 | SL | 39.000000000000 | $127 | $127 |
| BUILDING IMPROVEMENTS | 2007-03-02 | $5,514 | $958 | SL | 39.000000000000 | $141 | $141 |
| BUILDING IMPROVEMENTS | 2007-03-19 | $2,630 | $455 | SL | 39.000000000000 | $67 | $67 |
| BUILDING IMPROVEMENTS | 2007-04-02 | $2,893 | $497 | SL | 39.000000000000 | $74 | $74 |
| BUILDING IMPROVEMENTS | 2007-10-23 | $8,750 | $1,391 | SL | 39.000000000000 | $224 | $224 |
| BUILDING IMPROVEMENTS | 2008-01-01 | $7,264 | $1,108 | SL | 39.000000000000 | $186 | $186 |
| BUILDING IMPROVEMENTS | 2008-02-07 | $4,872 | $734 | SL | 39.000000000000 | $125 | $125 |
| BUILDING IMPROVEMENTS | 2008-03-05 | $4,861 | $724 | SL | 39.000000000000 | $125 | $125 |
| BUILDING IMPROVEMENTS | 2008-04-29 | $2,361 | $348 | SL | 39.000000000000 | $61 | $61 |
| BUILDING IMPROVEMENTS | 2008-08-28 | $1,530 | $210 | SL | 39.000000000000 | $39 | $39 |
| OFFICE IMPROVEMENTS | 2009-07-01 | $18,687 | $2,136 | 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 | $624 | SL | 7.000000000000 | $45 | $32 |
| FURNITURE & FIXTURES | 2007-05-15 | $880 | $819 | SL | 7.000000000000 | $61 | $42 |
| FURNITURE & FIXTURES | 2007-01-30 | $1,055 | $981 | SL | 7.000000000000 | $74 | $13 |
| PASTURE FENCES | 2007-06-30 | $42,945 | $39,878 | SL | 7.000000000000 | $3,067 | $3,067 |
| CARPET | 2009-01-26 | $894 | $576 | SL | 7.000000000000 | $128 | $128 |
| CARPET | 2009-02-26 | $357 | $230 | 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 | $377 | 200DB | 5.000000000000 | $41 | $0 |
| PRINTERS | 2009-12-21 | $379 | $341 | 200DB | 5.000000000000 | $38 | $0 |
| DELL DESKTOP COMPUTER | 2010-10-14 | $907 | $566 | SL | 5.000000000000 | $181 | $0 |
| KYOCERA COLOR COPIER | 2010-11-19 | $5,245 | $3,278 | SL | 5.000000000000 | $1,049 | $0 |
| COMPUTER EQUIPMENT | 2011-12-06 | $1,015 | $423 | SL | 5.000000000000 | $203 | $0 |
| COPIER - KYOCERA 3051CI | 2014-06-17 | $6,330 | SL | 5.000000000000 | $633 | $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 | $148,906 | EOYBookValueAmt |
| EOYFMV | $157,936 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS FINANCIAL SERVICES | StockNm |
| EOY Book Value | $816,180 | EOYBookValueAmt |
| EOYFMV | $1,406,992 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
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 | $17,922 | 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 | $1,016 | $3,841 |
| BUILDING IMPROVEMENTS | $2,113 | $434 | $1,679 |
| BUILDING IMPROVEMENTS | $4,965 | $1,011 | $3,954 |
| BUILDING IMPROVEMENTS | $5,514 | $1,099 | $4,415 |
| BUILDING IMPROVEMENTS | $2,630 | $522 | $2,108 |
| BUILDING IMPROVEMENTS | $2,893 | $571 | $2,322 |
| BUILDING IMPROVEMENTS | $8,750 | $1,615 | $7,135 |
| BUILDING IMPROVEMENTS | $7,264 | $1,294 | $5,970 |
| BUILDING IMPROVEMENTS | $4,872 | $859 | $4,013 |
| BUILDING IMPROVEMENTS | $4,861 | $849 | $4,012 |
| BUILDING IMPROVEMENTS | $2,361 | $409 | $1,952 |
| BUILDING IMPROVEMENTS | $1,530 | $249 | $1,281 |
| OFFICE IMPROVEMENTS | $18,687 | $2,615 | $16,072 |
| 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 | $704 | $190 |
| CARPET | $357 | $281 | $76 |
| 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 | $747 | $160 |
| KYOCERA COLOR COPIER | $5,245 | $4,327 | $918 |
| COMPUTER EQUIPMENT | $1,015 | $626 | $389 |
| COPIER - KYOCERA 3051CI | $6,330 | $633 | $5,697 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,479 | LegalFeesAmt |
| Net Investment Income | $4,944 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,535 | 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 (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL PROCESSING FEES | $1,182 | $355 | $827 |
| OIL AND GAS EXPENSE | $145 | $44 | $101 |
| EQUIPMENT RENTAL | $1,032 | $310 | $722 |
| INSURANCE | $3,290 | $987 | $2,303 |
| JANITOR | $1,137 | $341 | $796 |
| SULLIVAN EXPENSES | $32,415 | $9,725 | $22,690 |
| ELECTRICITY | $2,161 | $648 | $1,513 |
| HEAT | $5,859 | $1,758 | $4,101 |
| TELEPHONE | $4,662 | $1,399 | $3,263 |
| WATER | $137 | $41 | $96 |
| OFFICE EXPENSES | $13,323 | $3,997 | $9,326 |
| INVESTMENT EXPENSES | $6,208 | $1,862 | $4,346 |
| REPAIRS AND MAINTENANCE | $22,549 | $6,765 | $15,784 |
| WORKERS COMP. INSURANCE | $353 | $106 | $247 |
| STATE FILING FEE | $75 | $22 | $53 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $1,238 | $371 | $867 |
| REAL ESTATE TAXES | $3,957 | $1,187 | $2,770 |
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