GLADYS F ONEIL CHARITABLE TR: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GLADYS F ONEIL CHARITABLE TR (EIN 01-6138763)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-13
- IRS object ID
- 201332569349100113
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-13T15:21:54-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043374690 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS & ASSOCIATES PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 DEBECK DRIVE | AddressLine1 |
| City | HOLDEN | City |
| State | ME | State |
| ZIP Code | 04429 | 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 | 016138763 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLADYS F O'NEIL CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GLAD | NameControl |
| Phone | 2072628349 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PEOPLES UNITED BANK PO BOX 925 | AddressLine1 |
| City | BANGOR | City |
| State | ME | State |
| ZIP Code | 04402 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES COX | Name |
| Title | TRUST OFFICER | Title |
| Phone | 2072628349 | Phone |
| Date Signed | 2013-09-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHERYL W GRANT | Name |
| PTIN | P00073030 | PTIN |
| Phone | 2079419810 | Phone |
| Date Prepared | 2013-09-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT | X | NECT |
| FMV Assets EOY | 2644096 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 81468 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 81468 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 125154 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1429188 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 125154 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 206622 | TotalRevenueAndExpenses |
| Total Net Investment Income | 206622 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 950 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 950 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1950 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1950 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 14550 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 14550 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 255 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 155 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 17705 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 17605 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 142036 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 142036 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 159741 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 17605 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 142036 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 46881 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 189017 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 123065 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 15365 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 15365 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 167898 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 116733 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 118451 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1942465 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2148211 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2510280 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2233428 | TotalAssetsBOY |
| Total Assets EOY | 2280309 | TotalAssetsEOY |
| Total Assets EOYFMV | 2644096 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2233428 | CapitalStockBOY |
| Capital Stock EOY | 2280309 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 2233428 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2280309 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2233428 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2280309 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2233428 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 46881 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2280309 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2280309 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| PORTFOLIO SALES - LONG TERM | P | 2010-04-21 | 2012-07-30 | 1417201 | 1304034 | 113167 | 113167 |
| CAPITAL GAINS DIVIDENDS | P | 11987 | 11987 | 11987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 125154 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 137349 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2596327 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052901 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 138686 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2544176 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.054511 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 124324 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2411356 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051558 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 138889 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2700391 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051433 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 150584 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2929497 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051403 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.261806 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052361 | AverageDistributionRatio |
| Net Noncharitable Assets | 2628549 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 137633 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1890 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 139523 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 142036 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1890 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1890 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1890 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 721 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 3000 | TaxPaidWithExtension |
| Total Credits And Payments | 3721 | TotalCreditsAndPayments |
| Overpayment | 1831 | Overpayment |
| Amount Credited To Next Year | 1831 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | 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 | ME | 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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | PEOPLES UNITED BANK - TRUST DEPARTM | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2072628349 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN STREET | AddressLine1 |
| City | BANGOR | City |
| State | ME | State |
| ZIP Code | 04401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | X | NECTFilingInLieuOFForm1041 |
| Tax Exempt Interest Received | 0 | TaxExemptInterestReceived |
| 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 | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | NONE | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NONE | AddressLine1 |
| City | NONE | City |
| State | ME | State |
| ZIP Code | 04401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | NONE | Title |
| Avg Hours Per Wk Devoted To Position | 0.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 | 2608095 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 60483 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2668578 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2668578 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 40029 | CashDeemedCharitable |
| Net Noncharitable Assets | 2628549 | NetNoncharitableAssets |
| Minimum Investment Return | 131427 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 131427 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1890 | TaxBasedOnInvestmentIncome |
| Total Tax | 1890 | TotalTax |
| Distributable Amount Before Adj | 129537 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 129537 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 129537 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 142036 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 142036 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1890 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 140146 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 129537 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 77034 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 142036 | QualifyingDistributions |
| Applied To Year1 | 77034 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 65002 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 64535 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BAR HARBOR HISTORICAL SOCIETY | |||||||
| 34 MT DESERT STREET | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | COMMUNITY HISTORY PRESERVATION | $35,509 |
| BAR HARBOR VILLAGE IMPROVEMENT ASSN | |||||||
| PO BOX F | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | COMMUNITY BEAUTIFICATION | $35,509 |
| JESSUP MEMORIAL LIBRARY | |||||||
| 34 MT DESERT STREET | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | COMMUNITY LIBRARY | $35,509 |
| MOUNT DESERT ISLAND HOSPITAL | |||||||
| PO BOX 8 | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | COMMUNITY HOSPITAL | $35,509 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 142036 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $81,468 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $125,154 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $206,622 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 206622 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $1,950 | Amount |
| Net Investment Income | 1950 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE STOCK | 1266015 | 1584855 |
| MUTUAL FUNDS | 882196 | 925425 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 116733 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 118451 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $950 | Amount |
| Net Investment Income | 950 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVICE & MANAGEMENT FEES | Category |
| Amount | $14,550 | Amount |
| Net Investment Income | 14550 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $155 | 155 | 0 |
| FEDERAL INCOME TAXES | $100 | 0 | 0 |
Comments