Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
ELAINE CONNERS IRREVOCABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)1 PILLSBURY STREET NO 303
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CONCORD, NH03301
A Employer identification number

02-6087584
B Telephone number (see instructions)

(603) 367-8808
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,456,275J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 100,263
2 Check bullet.............
3 Interest on savings and temporary cash investments 6,708 6,708 6,708
4 Dividends and interest from securities... 33,542 33,542 33,542
5a Gross rents............ 750 750 750
b Net rental income or (loss) 750
6a Net gain or (loss) from sale of assets not on line 10 39,260
b Gross sales price for all assets on line 6a 377,660
7 Capital gain net income (from Part IV, line 2)... 39,260
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 180,523 80,260 41,000
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,195 0 0 30,147
14 Other employee salaries and wages...... 5,188 0 0 5,188
15 Pension plans, employee benefits....... 11,002 0 0 8,252
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 7,422 0 0 0
c Other professional fees (attach schedule).... Click to see attachment 19,348 19,348 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,139 437 0 2,882
19 Depreciation (attach schedule) and depletion... Click to see attachment 37,944 0 0
20 Occupancy.............. 11,902 0 0 11,902
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 48,569 550 0 39,587
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 187,709 20,335 0 97,958
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 187,709 20,335 0 97,958
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,186
b Net investment income (if negative, enter -0-) 59,925
c Adjusted net income (if negative, enter -0-)... 41,000
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 36,768 85,932 85,932
2 Savings and temporary cash investments......... 174,055 65,256 65,257
3 Accounts receivable bullet97
Less: allowance for doubtful accounts bullet     97 97
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 41,500 Click to see attachment13 13
b Investments—corporate stock (attach schedule)....... 498,501 Click to see attachment538,793 1,059,572
c Investments—corporate bonds (attach schedule)....... 194,815 Click to see attachment129,762 141,224
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 301,170 Click to see attachment422,135 435,160
14 Land, buildings, and equipment: basis bullet1,508,366
Less: accumulated depreciation (attach schedule) bullet447,639 1,063,871 Click to see attachment1,060,727 669,020
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,310,680 2,302,715 2,456,275
Liabilities 17 Accounts payable and accrued expenses.......... 1,693 321
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment683 Click to see attachment1,276
23 Total liabilities (add lines 17 through 22)......... 2,376 1,597
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,308,304 2,301,118
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,308,304 2,301,118
30 Total liabilities and net assets/fund balances (see instructions). 2,310,680 2,302,715
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,308,304
2
Enter amount from Part I, line 27a .....................
2
-7,186
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,301,118
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,301,118
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY HELD SECURITIES - ST P    
b PUBLICLY HELD SECURITIES - LT P    
c CAPITAL GAIN DISTRIBUTIONS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 26,568   37,114 -10,546
b 349,925   301,286 48,639
c 1,167     1,167
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -10,546
b       48,639
c       1,167
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 39,260
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -10,546
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 833
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 833
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 833
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,123
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,123
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,290
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,290 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletELAINECONNERSCENTERFORWILDLIFE.ORG
    14
    The books are in care ofbulletLEDYARD NATIONAL BANK Telephone no.bullet (603) 640-2708

    Located atbullet1 PILLSBURY STCONCORDNH ZIP+4bullet03301
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LEDYARD NATIONAL BANK TRUSTEE
    1.00     		0 0 0
    1 PILLSBURY ST
    CONCORD,NH03301
    DIANE DESTEFANO DIRECTOR
    2.00     		0 0 0
    10 GROVE STREET
    CONCORD,NH03301
    STEVE CAFFREY DIRECTOR
    1.00     		0 0 0
    41 BRIDGTON ROAD
    FRYEBURG,ME04037
    CATHIE GREGG EXECUTIVE DIRECTOR
    40.00     		40,195 11,002 0
    152 PINE HILL ROAD
    MADISON,NH03849
    LYNN JONES CHAIR
    2.00     		0 0 0
    248 NEWMAN AVENUE
    SEEKONK,MA02771
    LAUREN MOULIS DIRECTOR
    1.00     		0 0 0
    23 SCIENCE CENTER ROAD
    HOLDERNESS,NH03245
    ELLEN KEITH DIRECTOR
    1.00     		0 0 0
    86 MOULTONVILLE ROAD
    CENTER OSSIPEE,NH03814
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 CARE AND REHABILITATION OF WILDLIFE AT THE ELAINE CONNERS CENTER FOR WILDLIFE LOCATED AT PINE HILL ROAD, MADISON, NH. ON AN ANNUAL BASIS THE CENTER TAKES IN AN REHABILITATES OVER 400 INJURED AND ORPHANED ANIMALS FOR RELEASE BACK INTO THE WILD. THE CENTER ALSO EDUCATES THE PUBLIC IN WILDLIFE CARE AND RESPONSIBILITIES AS WELL AS PROVIDES REHABILITATION EDUCATION TO OTHER WILDLIFE CENTERS AND ORGANIZATIONS. 97,958
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,684,401
    b
    Average of monthly cash balances.......................
    1b
    71,708
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,756,109
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,756,109
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    26,342
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,729,767
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    86,488
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    97,958
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    27,664
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    125,622
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    125,622
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 0
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 115,254
    b From 2016...... 124,983
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 240,237
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 0
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 240,237
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		115,254
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		124,983
    10 Analysis of line 9:
    a Excess from 2016.... 124,983
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
    41,000 47,521 47,433 43,142 179,096
    b 85% of line 2a ......... 34,850 40,393 40,318 36,671 152,232
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		125,622 110,830 95,793 95,575 427,820
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		125,622 110,830 95,793 95,575 427,820
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		57,659 59,919 53,986 54,869 226,433
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a 0
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 6,708  
    4 Dividends and interest from securities....     14 33,542  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 750  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 39,260  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 80,260 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    80,260
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    ELAINE CONNERS IRREVOCABLE TRUST
     
    Employer identification number

    02-6087584
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    ELAINE CONNERS IRREVOCABLE TRUST
          		Employer identification number
    02-6087584
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    BUTLER FOUNDATION
     
    PO BOX 430
     
    SPRINGFIELD, NH03284

    		$ 63,427


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    CLARA BUTLER
     
    PO BOX 462
     
    NEW LONDON, NH03257

    		$ 8,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    ELAINE CONNERS IRREVOCABLE TRUST
          		Employer identification number

    02-6087584
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    ELAINE CONNERS IRREVOCABLE TRUST
          		Employer identification number

    02-6087584
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    ELAINE CONNERS IRREVOCABLE TRUST
    EIN:
    02-6087584
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKKEEPING 6,227 0 0 0
    TAX PREPARATION 1,195 0 0 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    ELAINE CONNERS IRREVOCABLE TRUST
    EIN:
    02-6087584
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FULLY DEPRECIATED EQUIPMENT 2005-01-01 24,112 24,112 SL 10.000000000000 0 0 0  
    LAND 2005-06-01 500,044   L   0 0 0  
    BUILDING 2005-06-01 406,852 152,134 SL 39.000000000000 10,432 0 10,432  
    CAGES 2005-06-10 3,394 3,394 SL 10.000000000000 0 0 0  
    PROPERTY SIGN 2005-06-10 420 420 SL 10.000000000000 0 0 0  
    KAWASAKI MULE 2006-05-26 11,325 11,325 SL 5.000000000000 0 0 0  
    WASHER AND DRYER 2006-01-06 855 855 SL 5.000000000000 0 0 0  
    5 BARN DOORS 2006-06-21 750 750 SL 10.000000000000 0 0 0  
    ROAD IMPROVEMENTS 2006-07-18 5,850 4,680 SL 15.000000000000 390 0 390  
    MOOSE PEN TRUSSES 2006-04-13 1,160 1,160 SL 10.000000000000 0 0 0  
    DEER PEN 2006-04-27 9,443 9,443 SL 10.000000000000 0 0 0  
    SMALL ANIMAL CAGES 2006-05-01 10,752 10,752 SL 10.000000000000 0 0 0  
    NEW BUILDING 2006-06-20 70,294 24,329 SL 39.000000000000 1,802 0 1,802  
    SONGBIRD CAGES 2006-05-03 9,162 9,162 SL 10.000000000000 0 0 0  
    WATERFOWL CAGES 2006-05-03 3,731 3,731 SL 10.000000000000 0 0 0  
    FAWN PEN 2006-04-10 29,807 29,807 SL 10.000000000000 0 0 0  
    PROPANE STOVE 2006-09-12 2,500 2,500 SL 10.000000000000 0 0 0  
    SURVEYING ROAD 2006-11-07 3,972 3,179 SL 15.000000000000 265 0 265  
    SNOWBLOWER 2007-12-23 850 848 SL 7.000000000000 0 0 0  
    LAND IMPROVEMENTS 2007-01-12 4,250 3,680 SL 15.000000000000 283 0 283  
    HAWK AND MAMMAL CAGES 2007-01-17 6,254 6,251 SL 10.000000000000 0 0 0  
    CAGES 2007-11-15 5,173 5,173 SL 10.000000000000 0 0 0  
    BABY MOOSE PEN 2007-05-16 2,694 2,691 SL 10.000000000000 0 0 0  
    FAWN PEN 2007-07-27 2,355 2,355 SL 10.000000000000 0 0 0  
    SHED 2007-07-28 850 850 SL 10.000000000000 0 0 0  
    SOFA 2008-04-09 200 200 SL 7.000000000000 0 0 0  
    FOREST STEWARDSHIP PLAN 2008-09-04 3,810 2,879 SL 15.000000000000 254 0 254  
    TRAIL REPAIRS AND RAILING 2008-12-04 3,089 2,283 SL 15.000000000000 206 0 206  
    SITE PLAN 2008-10-29 5,684 4,232 SL 15.000000000000 379 0 379  
    MOOSE PEN 2008-05-20 3,600 3,600 SL 10.000000000000 0 0 0  
    SUBURU CANYON 2009-06-25 8,774 8,774 SL 5.000000000000 0 0 0  
    TOYOTA 2009-07-11 1,000 1,000 SL 5.000000000000 0 0 0  
    MOOSE PEN 2010-06-14 3,000 3,000 SL 5.000000000000 0 0 0  
    MOOSE PEN 2010-07-02 2,000 2,000 SL 5.000000000000 0 0 0  
    ALARM SYSTEM 2010-05-07 1,210 1,210 SL 7.000000000000 0 0 0  
    SITE WORK 2012-01-01 6,700 1,369 SL 39.000000000000 172 0 172  
    BUTLER EDUCATION CENTER 2012-06-12 235,712 45,582 SL 39.000000000000 6,044 0 6,044  
    TOYOTA TUNDRA 2016-05-02 15,670 12,536 SL 5.000000000000 3,134 0 3,134  
    TRUCK CAP 2016-07-12 1,995 1,596 SL 5.000000000000 399 0 399  
    COMPUTER 2016-09-15 705 564 SL 5.000000000000 141 0 141  
    FAWN PEN RENOVATIONS 2016-01-26 2,303 805 SL 10.000000000000 230 0 230  
    DEER PEN ADDITION 2016-05-11 27,500 9,625 SL 10.000000000000 2,750 0 2,750  
    FREEZER 2016-05-27 150 120 SL 5.000000000000 30 0 30  
    FAWN AND BOBCAT PEN RENOVATIONS 2016-06-09 6,224 2,177 SL 10.000000000000 622 0 622  
    SONGBIRD CAGES 2016-06-14 28,300 9,905 SL 10.000000000000 2,830 0 2,830  
    FAWN PEN FENCING 2016-06-20 2,687 2,148 SL 5.000000000000 539 0 539  
    INSULATED BOBCAT PEN 2016-09-07 825 660 SL 5.000000000000 165 0 165  
    WASHER AND DRYER 2016-09-29 1,050 840 SL 5.000000000000 210 0 210  
    BOBCAT PEN 2017-12-20 11,700 2,340 SL 10.000000000000 1,170 0 1,170  
    WASHER AND DRYER 2018-01-08 1,344 538 SL 5.000000000000 269 0 269  
    CAMRY 2018-01-12 8,924 3,570 SL 5.000000000000 1,785 0 1,785  
    18' TOYOTA TACOMA 2020-01-08 7,136   SL 5.000000000000 1,427 0 1,427  
    CAGES 2020-09-04 14,545   SL 10.000000000000 485 0 485  
    KAWASAKI MULE 2020-06-14 13,119   SL 5.000000000000 1,531 0 1,531  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    ELAINE CONNERS IRREVOCABLE TRUST
    EIN:
    02-6087584
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FEDEX CORP 30,151 30,948
    BHP BILLITON FIN USA LTD 30,004 32,788
    CVS HEALTH CORP 10,041 10,906
    STRYKER CORP 9,999 11,156
    ANHEUSER BUSCH INBEV 10,028 11,327
    MCDONALDS CORP 9,962 11,444
    GENERAL ELECTRIC CO 29,577 32,655

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ELAINE CONNERS IRREVOCABLE TRUST
    EIN:
    02-6087584
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPHABET INC CL A 7,292 26,290
    COMCAST CORP 18,744 26,200
    VERIZON COMMUNICATIONS 11,641 17,625
    LOWES COMPANIES INC 4,406 36,115
    COSTCO WHOLESALE CORP 10,675 22,607
    KROGER CO 17,670 25,408
    PEPSICO INC 7,367 22,245
    PROCTER & GAMBLE CO 12,715 27,828
    CHEVRON CORPORATION 14,861 16,890
    CONOCOPHILLIPS 9,955 7,998
    BLAKCROCK INC 7,607 28,862
    CHARLES SCHWAB CORP 22,207 31,824
    CITIZENS FINANCIAL GROUP INC 19,170 17,880
    JP MORGAN CHASE & CO 8,591 25,414
    METLIFE INC 20,842 18,780
    JOHNSON & JOHNSON CO 12,560 31,476
    MEDTRONIC PLC 21,022 26,357
    MERCK & CO INC 13,438 16,360
    NOVARTIS AG ADR 10,774 23,608
    THERMO FISHER SCIENTIFIC 2,094 27,947
    EMERSON ELECTRIC CO 18,595 22,102
    ILLINOIS TOOL WORKS INC 2,981 13,252
    LINCOLN ELECTRIC HOLDINGS 16,460 23,250
    APPLE INC 1,037 55,730
    BROADCOM INC 16,834 24,082
    CISCO SYSTEMS INC 16,665 22,375
    MICROSOFT CORP 2,024 40,036
    ORACLE CORPORATION 8,288 19,407
    EVERGY INC 20,219 19,429
    NEXTERA ENERGY INC 2,018 15,430
    PUBLIC SERVICE ENTERPRISE GROUP 25,042 29,150
    VANGUARD DIVIDEND GROWTH FUND INV 15,810 16,620
    CONSUMER DISC SELECT SECTOR SPDR ETF 4,747 24,117
    CONSUMER STAPLES SELECT SECTOR SPDR ETF 11,675 20,235
    ETFMG ALTERNATIVE HARVEST ETF 3,084 1,435
    FINANCIAL SELECT SECTOR SPDR ETF 12,303 14,740
    HEALTH CARE SEL SECT SPDR ETF 8,519 28,360
    INDUSTRIAL SELECT SECTOR SPDR ETF 11,215 26,565
    TECHNOLOGY SELECT SECT SPDR ETF 8,097 43,557
    ISHARES CORE S&P MIDCAP ETF 11,715 35,394
    ISHARES CORE S&P SMALL CAP ETF 5,854 17,461
    GOLDMAN SACHS GQG PRTNRS INTL OPP FD INST 20,503 23,705
    ISHARES MSCI EAFE MIN VOL FACTOR ETF 9,689 9,910
    VANGUARD FTSE DEV MKT ETF 21,773 25,021
    ISHARES ESG AWARE MSCI EM ETF 10,015 10,495

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    ELAINE CONNERS IRREVOCABLE TRUST
    EIN:
    02-6087584
    US Government Securities - End of Year Book Value:

    13
    US Government Securities - End of Year Fair Market Value:

    13
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    ELAINE CONNERS IRREVOCABLE TRUST
    EIN:
    02-6087584
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DOUBLELINE TOTAL RETURN BOND FUND-I AT COST 50,478 50,290
    EATON VANCE SHORT DUR GOVT INC FUND I AT COST 50,017 49,936
    FEDERATED HERMES TOTAL RETURN BOND FUND INST AT COST 50,102 50,320
    METROPLITAN WAST LOW DURATION BOND FD I AT COST 27,160 28,007
    PIMCO INCOME FUND INST AT COST 62,052 63,038
    VANGUARD SHORT TERM INFL PROT SEC FD ADM AT COST 14,954 15,878
    VANGUARD SHORT TERM INV GR FUND ADM AT COST 48,375 49,635
    VANGUARD TOT BD MKT IDX FUND ADM AT COST 68,522 70,882
    ISHARES CORE TOTAL AGGR US BOND ETF AT COST 26,985 29,548
    ISHARES IBOXX INV GRADE CORP BD ETF AT COST 23,490 27,626

    TY 2020 LandEtcSchedule2
    Name:
    ELAINE CONNERS IRREVOCABLE TRUST
    EIN:
    02-6087584
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FULLY DEPRECIATED EQUIPMENT 24,112 24,112 0  
    LAND 500,044 0 500,044  
    BUILDING 406,852 162,566 244,286  
    CAGES 3,394 3,394 0  
    PROPERTY SIGN 420 420 0  
    KAWASAKI MULE 11,325 11,325 0  
    WASHER AND DRYER 855 855 0  
    5 BARN DOORS 750 750 0  
    ROAD IMPROVEMENTS 5,850 5,070 780  
    MOOSE PEN TRUSSES 1,160 1,160 0  
    DEER PEN 9,443 9,443 0  
    SMALL ANIMAL CAGES 10,752 10,752 0  
    NEW BUILDING 70,294 26,131 44,163  
    SONGBIRD CAGES 9,162 9,162 0  
    WATERFOWL CAGES 3,731 3,731 0  
    FAWN PEN 29,807 29,807 0  
    PROPANE STOVE 2,500 2,500 0  
    SURVEYING ROAD 3,972 3,444 528  
    SNOWBLOWER 850 848 2  
    LAND IMPROVEMENTS 4,250 3,963 287  
    HAWK AND MAMMAL CAGES 6,254 6,251 3  
    CAGES 5,173 5,173 0  
    BABY MOOSE PEN 2,694 2,691 3  
    FAWN PEN 2,355 2,355 0  
    SHED 850 850 0  
    SOFA 200 200 0  
    FOREST STEWARDSHIP PLAN 3,810 3,133 677  
    TRAIL REPAIRS AND RAILING 3,089 2,489 600  
    SITE PLAN 5,684 4,611 1,073  
    MOOSE PEN 3,600 3,600 0  
    MOOSE PEN 3,000 3,000 0  
    MOOSE PEN 2,000 2,000 0  
    ALARM SYSTEM 1,210 1,210 0  
    SITE WORK 6,700 1,541 5,159  
    BUTLER EDUCATION CENTER 235,712 51,626 184,086  
    COMPUTER 705 705 0  
    FAWN PEN RENOVATIONS 2,303 1,035 1,268  
    DEER PEN ADDITION 27,500 12,375 15,125  
    FREEZER 150 150 0  
    FAWN AND BOBCAT PEN RENOVATIONS 6,224 2,799 3,425  
    SONGBIRD CAGES 28,300 12,735 15,565  
    FAWN PEN FENCING 2,687 2,687 0  
    INSULATED BOBCAT PEN 825 825 0  
    WASHER AND DRYER 1,050 1,050 0  
    BOBCAT PEN 11,700 3,510 8,190  
    WASHER AND DRYER 1,344 807 537  
    CAMRY 8,924 5,355 3,569  
    18' TOYOTA TACOMA 7,136 1,427 5,709  
    CAGES 14,545 485 14,060  
    KAWASAKI MULE 13,119 1,531 11,588  


    TY 2020 OtherExpensesSchedule
    Name:
    ELAINE CONNERS IRREVOCABLE TRUST
    EIN:
    02-6087584
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ANIMAL REHABILITATION EXPENSES 12,061 0 0 12,061
    OFFICE EXPENSE 1,351 0 0 0
    BANK FEES 9 0 0 0
    REPAIRS AND MAINTENANCE 9,211 0 0 9,211
    ADVERTISING 473 0 0 0
    MISCELLANEOUS 587 0 0 80
    VOLUNTEER EXPENSES 79 0 0 79
    CASUAL LABOR 871 0 0 871
    INSURANCE 13,107 0 0 9,968
    VEHICLE EXPENSES 7,987 0 0 5,990
    POSTAGE 731 0 0 0
    DUES AND SUBSCRIPTIONS 1,188 0 0 1,082
    CONFERENCES AND EDUCATION 364 0 0 245
    INVESTMENT EXPENSES 550 550 0 0


    TY 2020 OtherLiabilitiesSchedule
    Name:
    ELAINE CONNERS IRREVOCABLE TRUST
    EIN:
    02-6087584
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL TAXES PAYABLE 683 1,276


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ELAINE CONNERS IRREVOCABLE TRUST
    EIN:
    02-6087584
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 19,348 19,348 0 0


    TY 2020 TaxesSchedule
    Name:
    ELAINE CONNERS IRREVOCABLE TRUST
    EIN:
    02-6087584
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAX 3,702 0 0 2,882
    FOREIGN TAXES 437 437 0 0
    INVESTMENT INCOME TAX 2,000 0 0 0