GRACE BUTNAM FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GRACE BUTNAM FOUNDATION (EIN 22-2672858)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-12
- IRS object ID
- 201402249349100405
- Schema version
- 2013v3.0
- 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
- 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 Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-12T09:30:12-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 CASCO STREET | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 041012902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SOUTH WINDHAM | City |
| State | ME | State |
| ZIP Code | 04082 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AUGUST VALENTI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2078924000 | PhoneNum |
| Signature | 2014-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM P JOHNSON | PreparerPersonNm |
| PTIN | P00568840 | PTIN |
| Phone | 2078740355 | PhoneNum |
| Preparation | 2014-07-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,641,465 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11,157 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,157 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,544 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,544 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,815 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $293,399 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,815 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $105,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,516 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,128 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,138 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,990 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,730 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $819 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,911 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,804 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $19,623 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,181 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $420 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $980 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,580 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,374 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,207 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,153 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $8,562 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $86,989 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,097 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60,892 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $134,784 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,033 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $74,161 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $184,784 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,033 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,161 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$79,268 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,483 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $75,488 | CashBOYAmt |
| Cash EOY | $142,450 | CashEOYAmt |
| Cash EOYFMV | $142,450 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,074 | SavAndTempCashInvstBOYAmt |
| Other Nts And Loans Rcvbl | $128,727 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $146,546 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $128,727 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $128,727 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $19,950 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $20,492 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $776,329 | CorporateStockBOYAmt |
| Corporate Stock EOY | $671,289 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,223,024 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $57,378 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $61,906 | 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 | $176,168 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,041 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,584 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $265,488 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $198,236 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $77,405 | LandBOYAmt |
| Land EOY | $67,252 | LandEOYAmt |
| Land EOYFMV | $67,252 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,342 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,342 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,235,698 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,084,117 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,641,465 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $5,302 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,302 | 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 | -$1,187,477 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,344,360 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,235,698 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,078,815 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,235,698 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,084,117 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,235,698 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$79,268 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,156,430 | SubtotalAmt |
| Other Decreases | $77,615 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,078,815 | 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 | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 300 SHS GOLDCORP INC NEW CAD | 2013-04-22 | 2013-06-07 | $8,577 | $8,561 | $16 | $16 | |
| 400 SHS GOLDCORP INC NEW CAD | 2013-04-22 | 2013-07-01 | $10,248 | $11,415 | -$1,167 | -$1,167 | |
| 800 SHS GOLDCORP INC NEW CAD | 2013-04-22 | 2013-07-09 | $19,283 | $22,830 | -$3,547 | -$3,547 | |
| 100 SHS FEDEX CORP | 2011-02-03 | 2013-03-06 | $10,825 | $9,143 | $1,682 | $1,682 | |
| 1,250 SHS WESTERN ASSET INVT GRADE DEFINED OPPORTUNITY | 2012-10-08 | 2013-12-16 | $24,352 | $29,995 | -$5,643 | -$5,643 | |
| 1,250 SHS WESTERN ASSET INVT GRADE DEFINED OPPORTUNITY | 2012-11-05 | 2013-12-16 | $24,352 | $29,750 | -$5,398 | -$5,398 | |
| 100 SHS ANADARKO PETROLEUM CORP | 2004-12-01 | 2013-10-02 | $9,390 | $3,411 | $5,979 | $5,979 | |
| 1,000 SHS BARRICK GOLD CORP CAD | 2011-09-05 | 2013-07-09 | $13,913 | $16,063 | -$2,150 | -$2,150 | |
| 250 SHS CHEVRON CORP | 2000-09-05 | 2013-03-06 | $29,582 | $8,467 | $21,115 | $21,115 | |
| 150 SHS EMERSON ELECTRIC CO | 2002-01-04 | 2013-08-01 | $9,355 | $4,392 | $4,963 | $4,963 | |
| 200 SHS FEDEX CORP | 2010-09-09 | 2013-03-06 | $21,651 | $16,868 | $4,783 | $4,783 | |
| 200 SHS IDEXX LABS | 2000-09-05 | 2013-10-02 | $20,654 | $2,620 | $18,034 | $18,034 | |
| 40 SHS ISHARES TIPS BOND ETF | 2011-02-03 | 2013-09-04 | $4,379 | $4,260 | $119 | $119 | |
| 40,000 SHS MORGAN STANLEY DEAN 6.125% 111224 DTD111209 FC051210 WITTER | 2011-01-18 | 2013-02-12 | $40,000 | $40,000 | $0 | $0 | |
| 250 SHS PROCTER & GAMBLE CO | 2004-12-14 | 2013-03-06 | $19,313 | $14,068 | $5,245 | $5,245 | |
| 200 SHS WD-40 CO | 2011-09-05 | 2013-03-06 | $10,937 | $3,884 | $7,053 | $7,053 | |
| 100 SHS WD-40 CO | 2002-01-04 | 2013-03-06 | $5,469 | $2,615 | $2,854 | $2,854 | |
| 200 SHS WD-40 CO | 2002-01-04 | 2013-03-06 | $10,937 | $5,242 | $5,695 | $5,695 | |
| CAPITAL GAINS DIVIDENDS | $182 | $182 | $182 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,815 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $122,672 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,345,254 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.091189 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $122,991 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,451,648 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.084725 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $100,567 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,389,386 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.072382 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $391,442 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,490,818 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.262569 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $713,709 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,463,880 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.289669 | DistributionYr5Rt |
| Total Distribution | 0.800534 | TotalDistributionRt |
| Average Distribution | 0.160107 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,400,104 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $224,166 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $465 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $224,631 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $124,161 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $930 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $930 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $930 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $280 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $320 | AppliedToEsTaxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $342 | 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 | AddressLine1 |
| City | SOUTH WINDHAM | City |
| State | ME | State |
| ZIP Code | 04082 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $7,128 | $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 | $1,296,580 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $124,845 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,421,425 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,421,425 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,321 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,400,104 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,005 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,005 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $930 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $930 | TotalTaxAmt |
| Distributable Before Adj | $69,075 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,075 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,075 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,161 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $124,161 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $124,161 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,075 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $592,525 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $316,901 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,098 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $51,092 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,675 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,047,291 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,161 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,075 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,086 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,102,377 | 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 | $592,525 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $509,852 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $316,901 | ExcessFromYear4Amt |
| Excess From Year3 | $31,098 | ExcessFromYear3Amt |
| Excess From Year2 | $51,092 | ExcessFromYear2Amt |
| Excess From Year1 | $55,675 | ExcessFromYear1Amt |
| Excess From Current Year | $55,086 | 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 | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 279 RIVER ROAD | AddressLine1 |
| City | WINDHAM | City |
| State | ME | State |
| ZIP Code | 04082 | ZIPCode |
| 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 | $11,157 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,544 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,815 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $105,516 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,516 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION | CategoryTxt |
| Amt | $1,400 | Amt |
| Net Investment Income | $420 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $980 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (34 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 | $766 | SL | 39.000000000000 | $125 | $125 |
| BUILDING IMPROVEMENTS | 2006-12-11 | $2,113 | $326 | SL | 39.000000000000 | $54 | $54 |
| BUILDING IMPROVEMENTS | 2007-01-17 | $4,965 | $757 | SL | 39.000000000000 | $127 | $127 |
| BUILDING IMPROVEMENTS | 2007-03-02 | $5,514 | $817 | SL | 39.000000000000 | $141 | $141 |
| BUILDING IMPROVEMENTS | 2007-03-19 | $2,630 | $388 | SL | 39.000000000000 | $67 | $67 |
| BUILDING IMPROVEMENTS | 2007-04-02 | $2,893 | $423 | SL | 39.000000000000 | $74 | $74 |
| BUILDING IMPROVEMENTS | 2007-10-23 | $8,750 | $1,167 | SL | 39.000000000000 | $224 | $224 |
| BUILDING IMPROVEMENTS | 2008-01-01 | $7,264 | $922 | SL | 39.000000000000 | $186 | $186 |
| BUILDING IMPROVEMENTS | 2008-02-07 | $4,872 | $609 | SL | 39.000000000000 | $125 | $125 |
| BUILDING IMPROVEMENTS | 2008-03-05 | $4,861 | $599 | SL | 39.000000000000 | $125 | $125 |
| BUILDING IMPROVEMENTS | 2008-04-29 | $2,361 | $287 | SL | 39.000000000000 | $61 | $61 |
| BUILDING IMPROVEMENTS | 2008-08-28 | $1,530 | $171 | SL | 39.000000000000 | $39 | $39 |
| OFFICE IMPROVEMENTS | 2009-07-01 | $18,687 | $1,657 | 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 | $434 | 200DB | 7.000000000000 | $48 | $48 |
| FURNITURE & FIXTURES | 2007-04-30 | $669 | $528 | SL | 7.000000000000 | $96 | $96 |
| FURNITURE & FIXTURES | 2007-05-15 | $880 | $693 | SL | 7.000000000000 | $126 | $126 |
| FURNITURE & FIXTURES | 2007-01-30 | $1,055 | $830 | SL | 7.000000000000 | $151 | $151 |
| PASTURE FENCES | 2007-06-30 | $42,945 | $33,743 | SL | 7.000000000000 | $6,135 | $6,135 |
| CARPET | 2009-01-26 | $894 | $448 | SL | 7.000000000000 | $128 | $128 |
| CARPET | 2009-02-26 | $357 | $179 | 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 | $294 | 200DB | 5.000000000000 | $83 | $0 |
| PRINTERS | 2009-12-21 | $379 | $266 | 200DB | 5.000000000000 | $75 | $0 |
| DELL DESKTOP COMPUTER | 2010-10-14 | $907 | $385 | SL | 5.000000000000 | $181 | $0 |
| KYOCERA COLOR COPIER | 2010-11-19 | $5,245 | $2,229 | SL | 5.000000000000 | $1,049 | $0 |
| COMPUTER EQUIPMENT | 2011-12-06 | $1,015 | $220 | SL | 5.000000000000 | $203 | $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 | $57,378 | EOYBookValueAmt |
| EOYFMV | $61,906 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS FINANCIAL SERVICES | StockNm |
| EOY Book Value | $671,289 | EOYBookValueAmt |
| EOYFMV | $1,223,024 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $19,950 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $20,492 | 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 | $17,584 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING IMPROVEMENTS | $2,860 | $2,860 | $0 |
| BUILDING IMPROVEMENTS | $4,857 | $891 | $3,966 |
| BUILDING IMPROVEMENTS | $2,113 | $380 | $1,733 |
| BUILDING IMPROVEMENTS | $4,965 | $884 | $4,081 |
| BUILDING IMPROVEMENTS | $5,514 | $958 | $4,556 |
| BUILDING IMPROVEMENTS | $2,630 | $455 | $2,175 |
| BUILDING IMPROVEMENTS | $2,893 | $497 | $2,396 |
| BUILDING IMPROVEMENTS | $8,750 | $1,391 | $7,359 |
| BUILDING IMPROVEMENTS | $7,264 | $1,108 | $6,156 |
| BUILDING IMPROVEMENTS | $4,872 | $734 | $4,138 |
| BUILDING IMPROVEMENTS | $4,861 | $724 | $4,137 |
| BUILDING IMPROVEMENTS | $2,361 | $348 | $2,013 |
| BUILDING IMPROVEMENTS | $1,530 | $210 | $1,320 |
| OFFICE IMPROVEMENTS | $18,687 | $2,136 | $16,551 |
| 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 | $624 | $45 |
| FURNITURE & FIXTURES | $880 | $819 | $61 |
| FURNITURE & FIXTURES | $1,055 | $981 | $74 |
| PASTURE FENCES | $42,945 | $39,878 | $3,067 |
| CARPET | $894 | $576 | $318 |
| CARPET | $357 | $230 | $127 |
| EQUIPMENT | $5,440 | $5,440 | $0 |
| EQUIPMENT | $8,041 | $8,041 | $0 |
| EQUIPMENT | $947 | $947 | $0 |
| COMPUTER | $2,386 | $2,386 | $0 |
| LAPTOP | $418 | $377 | $41 |
| PRINTERS | $379 | $341 | $38 |
| DELL DESKTOP COMPUTER | $907 | $566 | $341 |
| KYOCERA COLOR COPIER | $5,245 | $3,278 | $1,967 |
| COMPUTER EQUIPMENT | $1,015 | $423 | $592 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $21,804 | LegalFeesAmt |
| Net Investment Income | $19,623 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,181 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND RECEIVABLE | Desc |
| EOY Book Value | $3,342 | EOYBookValueAmt |
| EOYFMV | $3,342 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO CORRECT THE COST BASIS OF INVESTMENTS | Description |
| Amount | $77,615 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL PROCESSING FEES | $1,157 | $347 | $810 |
| DUES, SUBSCRIPTIONS, BOOKS | $217 | $65 | $152 |
| EQUIPMENT RENTAL | $1,290 | $387 | $903 |
| INSURANCE | $3,401 | $1,020 | $2,381 |
| JANITOR | $6,765 | $2,030 | $4,735 |
| REPAIRS AND MAINTENANCE | $9,736 | $2,921 | $6,815 |
| SULLIVAN EXPENSES | $31,485 | $9,445 | $22,039 |
| ELECTRICITY | $1,818 | $545 | $1,273 |
| HEAT | $6,155 | $1,847 | $4,309 |
| TELEPHONE | $5,921 | $1,776 | $4,145 |
| WATER | $145 | $44 | $101 |
| OFFICE EXPENSES | $12,553 | $3,766 | $8,787 |
| INVESTMENT EXPENSES | $6,346 | $1,904 | $4,442 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $545 | $164 | $382 |
| REAL ESTATE TAXES | $3,901 | $1,170 | $2,731 |
| FOREIGN TAXES | $134 | $40 | $94 |
Comments