GRACE BUTNAM FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GRACE BUTNAM FOUNDATION (EIN 22-2672858)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-26
- IRS object ID
- 201331779349100008
- Schema version
- 2012v2.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-26T14:36:01-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010513167 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPINNAKER TRUST | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 FREE STREET | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 04101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222672858 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRACE BUTNAM FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GRAC | NameControl |
| Phone | 2078924000 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | M GOODREAU | Name |
| Title | PRESIDENT | Title |
| Phone | 2078924000 | Phone |
| Date Signed | 2013-05-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARIA A GWINN | Name |
| PTIN | P00289575 | PTIN |
| Phone | 2075537160 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2568715 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 14064 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 14064 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 39053 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 39053 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 15644 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 285667 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 15644 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 68761 | TotalRevenueAndExpenses |
| Total Net Investment Income | 68761 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 7270 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 2181 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 5089 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 3109 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 933 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 2176 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 18059 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 16253 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1806 | LegalFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 304 | InterestRevAndExpnss |
| Interest Net Invst Incm | 91 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 213 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4417 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1325 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 3092 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 10417 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 8819 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 86138 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 25843 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 60296 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 129714 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 55445 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 72672 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 50000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 50000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 179714 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 55445 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 122672 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -110953 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 13316 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 49973 | CashBOY |
| Cash EOY | 75488 | CashEOY |
| Cash EOYFMV | 75488 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 16527 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 7074 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 7074 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 146546 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 146534 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 146546 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 146546 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 959106 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 776329 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1109346 | InvestmentsCorpStockEOYFMV |
| Investments Land Etc Basis | 976688 | InvestmentsLandEtcBasis |
| Investments Land Etc BOY | 976688 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 976688 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 976688 | InvestmentsLandEtcEOYFMV |
| Investments Other BOY | 110001 | InvestmentsOtherBOY |
| Investments Other EOY | 176168 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 176168 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 265488 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 188083 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 87822 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 77405 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 77405 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 2346651 | TotalAssetsBOY |
| Total Assets EOY | 2235698 | TotalAssetsEOY |
| Total Assets EOYFMV | 2568715 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 3423175 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 3423175 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -1076524 | RetainedEarningsBOY |
| Retained Earnings EOY | -1187477 | RetainedEarningsEOY |
| Total Net Assets BOY | 2346651 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2235698 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2346651 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2235698 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2346651 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -110953 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2235698 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2235698 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (17 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| CSX CORPORATION | 2012-04-19 | 2012-06-06 | 25071 | 26100 | -1029 | -1029 |
| PITNEY BOWES INC | 2012-05-09 | 2012-11-05 | 7448 | 8813 | -1365 | -1365 |
| GOLDMAN SACHS STEP UP 05.000% 042926 | 2012-08-24 | 2012-10-29 | 30000 | 30120 | -120 | -120 |
| PETROLEO BRASILEIRO SA SPON ADR | 2011-01-18 | 2012-04-19 | 17800 | 28064 | -10264 | -10264 |
| CONOCOPHILLIPS | 2003-09-10 | 2012-04-05 | 18848 | 7138 | 11710 | 11710 |
| EMERSON ELECTRIC CO | 2002-01-04 | 2012-11-28 | 9940 | 5856 | 4084 | 4084 |
| GENL DYNAMICS CORP | 2007-06-06 | 2012-07-09 | 32391 | 39508 | -7117 | -7117 |
| GLAXOSMITHKLINE | 2002-03-08 | 2012-10-08 | 32773 | 34160 | -1387 | -1387 |
| GLAXOSMITHKLINE | 2003-11-06 | 2012-11-08 | 23410 | 21695 | 1715 | 1715 |
| IDEXX LABS | 2000-09-05 | 2012-01-25 | 17391 | 2620 | 14771 | 14771 |
| IDEXX LABS | 2000-09-05 | 2012-04-05 | 4345 | 655 | 3690 | 3690 |
| ONEOK INC NEW | 2005-08-18 | 2012-11-28 | 24584 | 8960 | 15624 | 15624 |
| PETROLEIO BRASILEIRO SA SPON ADR | 2010-12-23 | 2012-04-19 | 5933 | 8557 | -2624 | -2624 |
| PHILLIPS 66 | 2003-09-10 | 2012-05-09 | 8644 | 3764 | 4880 | 4880 |
| PITNEY BOWES INC | 2009-08-12 | 2012-08-24 | 21409 | 34660 | -13251 | -13251 |
| PITNEY BOWES INC | 2009-08-12 | 2012-11-05 | 5505 | 9353 | -3848 | -3848 |
| CAPITAL GAIN DISTRIBUTION | 2012-12-21 | 175 | 175 | 175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 15644 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 122991 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1451648 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.084725 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 100567 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1389386 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.072382 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 391442 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1490818 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.262569 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 713709 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2463880 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.289669 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 804013 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3562777 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.225670 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.935015 | TotalDistributionRatio |
| Average Distribution Ratio | 0.187003 | AverageDistributionRatio |
| Net Noncharitable Assets | 1345254 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 251567 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 133 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 251700 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 122672 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 266 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 266 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 266 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 720 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 720 | TotalCreditsAndPayments |
| Overpayment | 454 | Overpayment |
| Amount Credited To Next Year | 280 | AmountCreditedToNextYear |
| Amount To Be Refunded | 174 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAULA COOPER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2078924000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | 7270 | 0 | 0 |
| MARILYN GOODREAU | ||||||||
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1354360 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 11380 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1365740 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1365740 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20486 | CashDeemedCharitable |
| Net Noncharitable Assets | 1345254 | NetNoncharitableAssets |
| Minimum Investment Return | 67263 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 67263 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 266 | TaxBasedOnInvestmentIncome |
| Total Tax | 266 | TotalTax |
| Distributable Amount Before Adj | 66997 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 66997 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 66997 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 122672 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 122672 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 122672 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 66997 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 629898 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 592525 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 316901 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 31098 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 51092 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1621514 | TotalExcessDistriCarryover |
| Qualifying Distributions | 122672 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 66997 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 55675 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1677189 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 629898 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1047291 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 592525 | ExcessFromYear4 |
| Excess From Year3 | 316901 | ExcessFromYear3 |
| Excess From Year2 | 31098 | ExcessFromYear2 |
| Excess From Year1 | 51092 | ExcessFromYear1 |
| Excess From Current Year | 55675 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAINE SOCIETY 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) | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | TO HELP AND PROVIDE FOR ANIMALS WHICH ARE RESCUED FROM NEGLECT AND ABUSE | PurposeOfGrantOrContribution |
| Amount | $50,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 50000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,064 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $39,053 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $15,644 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $68,761 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 68761 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (34 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| SULLIVAN FURNITURE/REPAIRS | 2003-07-01 | 50949 | 50949 | 200DB | 7.000000000000 | 0 | 0 |
| EQUIPMENT | 2003-08-31 | 5440 | 5440 | 200DB | 7.000000000000 | 0 | 0 |
| EQUIPMENT | 2003-01-01 | 8041 | 8041 | 200DB | 7.000000000000 | 0 | 0 |
| SULLIVAN REPAIRS | 2003-07-01 | 67391 | 67391 | 200DB | 7.000000000000 | 0 | 0 |
| BUILDING IMPROVEMENTS | 2005-01-19 | 2860 | 2731 | 200DB | 7.000000000000 | 129 | 34 |
| FURNITURE AND FIXTURES | 2005-09-20 | 657 | 629 | 200DB | 7.000000000000 | 28 | 28 |
| FURNITURE AND FIXTURES | 2005-11-09 | 274 | 260 | 200DB | 7.000000000000 | 14 | 14 |
| RUG | 2006-10-26 | 482 | 391 | 200DB | 7.000000000000 | 43 | 69 |
| BUILDING IMPROVEMENTS | 2006-11-01 | 4857 | 641 | SL | 39.000000000000 | 125 | 125 |
| BUILDING IMPROVEMENTS | 2006-12-11 | 2113 | 272 | SL | 39.000000000000 | 54 | 54 |
| BUILDING IMPROVEMENTS | 2007-01-17 | 4965 | 630 | SL | 39.000000000000 | 127 | 127 |
| BUILDING IMPROVEMENTS | 2007-03-02 | 5514 | 676 | SL | 39.000000000000 | 141 | 141 |
| BUILDING IMPROVEMENTS | 2007-03-19 | 2630 | 321 | SL | 39.000000000000 | 67 | 67 |
| BUILDING IMPROVEMENTS | 2007-04-02 | 2893 | 349 | SL | 39.000000000000 | 74 | 74 |
| FURNITURE AND FIXTURES | 2007-04-30 | 669 | 432 | SL | 7.000000000000 | 96 | 96 |
| FURNITURE AND FIXTURES | 2007-05-15 | 880 | 567 | SL | 7.000000000000 | 126 | 126 |
| BUILDING IMPROVEMENTS | 2007-10-23 | 8750 | 943 | SL | 39.000000000000 | 224 | 224 |
| FURNITURE AND FIXTURES | 2007-01-30 | 1055 | 679 | SL | 7.000000000000 | 151 | 151 |
| EQUIPMENT | 2007-01-04 | 947 | 851 | SL | 5.000000000000 | 96 | 0 |
| PASTURE FENCES | 2007-06-30 | 42945 | 27608 | SL | 7.000000000000 | 6135 | 6135 |
| BUILDING IMPROVEMENTS | 2008-01-01 | 7264 | 736 | SL | 39.000000000000 | 186 | 186 |
| COMPUTER | 2008-09-08 | 2386 | 2386 | 200DB | 5.000000000000 | 0 | 0 |
| BUILDING IMPROVEMENTS | 2008-02-07 | 4872 | 484 | SL | 39.000000000000 | 125 | 125 |
| BUILDING IMPROVEMENTS | 2008-03-05 | 4861 | 474 | SL | 39.000000000000 | 125 | 125 |
| BUILDING IMPROVEMENTS | 2008-04-29 | 2361 | 226 | SL | 39.000000000000 | 61 | 61 |
| BUILDING IMPROVEMENTS | 2008-08-28 | 1530 | 132 | SL | 39.000000000000 | 39 | 39 |
| CARPET | 2009-01-26 | 894 | 320 | SL | 7.000000000000 | 128 | 128 |
| CARPET | 2009-02-26 | 357 | 128 | SL | 7.000000000000 | 51 | 51 |
| LAPTOP | 2009-03-04 | 418 | 210 | SL | 5.000000000000 | 84 | 84 |
| PRINTERS | 2009-12-21 | 379 | 190 | SL | 5.000000000000 | 76 | 76 |
| OFFICE IMPROVEMENTS | 2009-07-01 | 18687 | 1178 | SL | 39.000000000000 | 479 | 479 |
| DELL DESKTOP COMPUTER | 2010-10-14 | 907 | 204 | SL | 5.000000000000 | 181 | 0 |
| KYOCERA COLOR COPIER | 2010-11-19 | 5245 | 1180 | SL | 5.000000000000 | 1049 | 0 |
| COMPUTER EQUIPMENT | 2011-12-06 | 1015 | 17 | SL | 5.000000000000 | 203 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | UBS FINANCIAL SERVICES | NameOfStock |
| EOY Book Value | 776329 | EOYBookValue |
| EOYFMV | 1109346 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS FINANCIAL SERVICES | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 176168 | BookValue |
| EOYFMV | 176168 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (34 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| SULLIVAN FURNITURE/REPAIRS | 50949 | 50949 | 0 |
| EQUIPMENT | 5440 | 5440 | 0 |
| EQUIPMENT | 8041 | 8041 | 0 |
| SULLIVAN REPAIRS | 67391 | 67391 | 0 |
| BUILDING IMPROVEMENTS | 2860 | 2860 | 0 |
| FURNITURE AND FIXTURES | 657 | 657 | 0 |
| FURNITURE AND FIXTURES | 274 | 274 | 0 |
| RUG | 482 | 434 | 48 |
| BUILDING IMPROVEMENTS | 4857 | 766 | 4091 |
| BUILDING IMPROVEMENTS | 2113 | 326 | 1787 |
| BUILDING IMPROVEMENTS | 4965 | 757 | 4208 |
| BUILDING IMPROVEMENTS | 5514 | 817 | 4697 |
| BUILDING IMPROVEMENTS | 2630 | 388 | 2242 |
| BUILDING IMPROVEMENTS | 2893 | 423 | 2470 |
| FURNITURE AND FIXTURES | 669 | 528 | 141 |
| FURNITURE AND FIXTURES | 880 | 693 | 187 |
| BUILDING IMPROVEMENTS | 8750 | 1167 | 7583 |
| FURNITURE AND FIXTURES | 1055 | 830 | 225 |
| EQUIPMENT | 947 | 947 | 0 |
| PASTURE FENCES | 42945 | 33743 | 9202 |
| BUILDING IMPROVEMENTS | 7264 | 922 | 6342 |
| COMPUTER | 2386 | 2386 | 0 |
| BUILDING IMPROVEMENTS | 4872 | 609 | 4263 |
| BUILDING IMPROVEMENTS | 4861 | 599 | 4262 |
| BUILDING IMPROVEMENTS | 2361 | 287 | 2074 |
| BUILDING IMPROVEMENTS | 1530 | 171 | 1359 |
| CARPET | 894 | 448 | 446 |
| CARPET | 357 | 179 | 178 |
| LAPTOP | 418 | 294 | 124 |
| PRINTERS | 379 | 266 | 113 |
| OFFICE IMPROVEMENTS | 18687 | 1657 | 17030 |
| DELL DESKTOP COMPUTER | 907 | 385 | 522 |
| KYOCERA COLOR COPIER | 5245 | 2229 | 3016 |
| COMPUTER EQUIPMENT | 1015 | 220 | 795 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $18,059 | Amount |
| Net Investment Income | 16253 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1806 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (17 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ELECTRICITY | 1772 | 532 | 1240 |
| HEAT | 5067 | 1520 | 3547 |
| WATER EXPENSE | 101 | 30 | 71 |
| TELEPHONE EXPENSE | 6769 | 2031 | 4739 |
| REPAIRS AND MAINTENANCE | 9659 | 2898 | 6761 |
| DUES AND SUBSCRIPTIONS | 193 | 58 | 135 |
| INSURANCE | 3116 | 935 | 2181 |
| INTERNET ACCESS | 1971 | 591 | 1380 |
| JANITORIAL EXPENSE | 5427 | 1628 | 3799 |
| SNOW PLOWING | 695 | 209 | 486 |
| OFFICE EXPENSE | 10473 | 3142 | 7331 |
| POSTAGE EXPENSE | 2374 | 712 | 1662 |
| PAYROLL FEES | 1100 | 330 | 770 |
| TAX PREP AND ACCOUNTING FEES | 1510 | 453 | 1057 |
| INVESTMENT EXPENSES | 5826 | 1748 | 4078 |
| SULLIVAN EXPENSES | 29053 | 8716 | 20337 |
| EQUIPMENT RENTAL | 1032 | 310 | 722 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES PAID | $33 | 10 | 23 |
| PAYROLL TAXES | $556 | 167 | 389 |
| TAXES REAL ESTATE | $3,828 | 1148 | 2680 |
Comments