Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 303,088 | 225,447 | 339,448 | 194,303 | 104,300 | 1,166,586 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 303,088 | 225,447 | 339,448 | 194,303 | 104,300 | 1,166,586 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 1,166,586 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 303,088 | 225,447 | 339,448 | 194,303 | 104,300 | 1,166,586 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 11,089 | 6,702 | 5,823 | 20,041 | 54,188 | 97,843 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 17,229 | 14,831 | 2,430 | 7,691 | 42,181 | |
| 11 | Total support. Add lines 7 through 10 | 1,306,610 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2023 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2024. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| PART II, LINE 10 | FUNDRAISING EVENT - ANNUAL MTG 37,498 SALE OF ITEMS 4,683 |
| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | LAND PROTECTION MWWT WORKS COOPERATIVELY WITH OTHER WATERSHED LANDOWNERS TO CONSERVE THE WILDLIFE, WATER QUALITY, AND OTHER NATURAL RESOURCES OF THE PIERCE POND WATERSHED. MWWT HAS CONSERVED 10,500 ACRES AND OVER 30 MILES OF SHORELINE, THROUGH THE PURCHASE OF CONSERVATION EASEMENTS AND LAND. MWWT HAS ESTABLISHED AGREEMENTS WITH TWO SPORTING CAMPS TO ENSURE THE CONTINUED TRADITIONAL OPERATION OF THESE HISTORIC CAMPS. IN 2023 MWWT CONTINUED ITS EFFORTS IN SUPPORT OF ACQUISITION OF THE 6,800 ACRES OF WATERSHED LANDS THAT ARE CURRENTLY UNDER COMMERCIAL TIMBER MANAGEMENT. UPON LEARNING OF PERSONNEL CHANGES AT WEYERHAEUSER COMPANY, MWWT'S LEADERSHIP MET WITH THE NEW STAFF TO REMIND THEM OF WHERE WE STAND AND WHAT OUR GOALS ARE, AND DISCUSS HOW THEY MIGHT BE MET IN THE FUTURE. |
| FORM 990, PAGE 2, PART III, LINE 4B | STEWARDSHIP DURING 2023 MWWT CONTINUED EFFORTS TO ENFORCE A CONSERVATION EASEMENT THAT HAD BEEN VIOLATED IN 2022. OUR ATTORNEY NEGOTIATED AN AGREEMENT WITH THE LANDOWNER, WHICH INCLUDED REIMBURSING MWWT FOR A SUBSTANTIAL PORTION OF OUR ENFORCEMENT EXPENSES,COMMISSIONING A NEW PROPERTY SURVEY, AND OBTAINING APPROVAL FROM THE MAINE LAND USE PLANNING COMMISSION. BY THE END OF 2023, THE VIOLATION HAD BEEN RECTIFIED AND THE EASEMENT HAD BEEN AMENDED TO THE SATISFACTION OF ALL PARTIES. IN ADDITION, THE TRUST BEGAN WORKING ON A PLAN TO IMPROVE COMMUNICATIONS WITH LANDOWNERS ON OUR EASEMENT LANDS, IN HOPES OF PREVENTING FUTURE EASEMENT VIOLATIONS. IN 2023 MWWT HIRED A SUMMER INTERN FOR THE FIRST TIME, VIA COLLABORATIONS WITH MAINE COAST HERITAGE TRUST AND SOMERSET WOODS TRUSTEES THAT OFFSET A LARGE PORTION OF THE COSTS. THROUGH THIS PROCESS, THE TRUST OBTAINED ASSISTANCE WITH STEWARDSHIP EFFORTS INCLUDING TRAIL MAINTENANCE, INVASIVE PLANT IDENTIFICATION AND MANAGEMENT, AND EDUCATION INITIATIVES, AND WAS ABLE TO INTRODUCE A COLLEGE STUDENT TO THE PIERCE POND WATERSHED. MWWT ORGANIZED AN EFFORT AMONG CONTRACTORS, VOLUNTEERS, AND OUR SUMMER INTERN TO ENSURE THAT TRAILS WERE CLEARED OF WINTER BLOWDOWNS BEFORE THE START OF THE 2023 HIKING SEASON. THE TRUST ALSO ENGAGED A CONTRACTOR, ASSISTED BY OUR INTERN, TO INSTALL MUCH-NEEDED BOG BRIDGING ON THE TRAIL TO SPLIT ROCK POND. ON JULY 28, VOLUNTEERS FINISHED THE REMAINDER OF THE ANNUAL TRAIL MAINTENANCE DURING ANNUAL VOLUNTEER TRAIL-WORK DAY. IN 2023, MWWT TOOK STEPS TO ENSURE THAT FOX ISLAND, WHICH IS A POPULAR CAMPING ISLAND THAT HAD BEEN DEVASTATED BY A MICROBURST STORM, COULD BE SAFELY USED AGAIN, BY HIRING A FORESTER AND AN ARBORIST TO TAKE DOWN / CLEAR AWAY UNSAFE TREES. MWWT ALSO CONDUCTED A SURVEY OF THE ISLAND PRIVIES AND IDENTIFIED PRIVY LOCATIONS THAT WOULD PROTECT HUMAN HEALTH AND POND WATER QUALITY. MEMBERS OF MWWT'S STEWARDSHIP COMMITTEE MET WITH REPRESENTATIVES OF WATERSHED LANDOWNER WEYERHAEUSER COMPANY DURING 2023 TO PROMOTE CONTINUED OPEN DIALOGUE ABOUT STEWARDING THE WATERSHED. THEY DISCUSSED ROAD ACCESS, CAMPSITES, AND REMOTE-POND PROTECTION MEASURES. IN ADDITION, THE COMMITTEE BEGAN DEVELOPING A PLAN TO INCREASE PUBLIC EDUCATION AND AWARENESS ABOUT AQUATIC INVASIVES. IN 2023 THE MWWT BOARD VOTED TO CREATE A FISHERIES AND WATER QUALITY COMMITTEE TO DO THE FOLLOWING: BEGIN A WATER-QUALITY MONITORING (WQM) PROGRAM IN PARTNERSHIP WITH THE MAINE DEPARTMENT OF ENVIRONMENTAL PROTECTION INITIATE AN ANGLERS SURVEY TO RECORD CATCHES AND METHODS AND TRACK WHAT FISH ARE EATING COMMISSION A TELEMETRY STUDY WITH THE MAINE DEPARTMENT OF INLAND FISHERIES & WILDLIFE FISH MOVEMENTS AND SPAWNING LOCATIONS. ANGLERS SURVEYS WERE DISTRIBUTED AND COLLECTED, AND THE WQM AND TELEMETRY EFFORTS ARE SCHEDULED TO BEGIN IN 2024. IN 2023 THE TRUST CONTINUED TO OFFER UPDATED WATERSHED MAPS FOR SALE TO MEMBERS AND THE GENERAL PUBLIC THROUGH ITS WEBSITE, IN SUPPORT OF ITS MISSION TO PRESERVE THE TRADITIONAL PUBLIC RECREATIONAL USE OF THE AREA. THE PRINTED MAPS HAD BEEN DEVELOPED IN 2022 WITH THE ASSISTANCE OF A GIS DATA TECHNICIAN, AND INCLUDE INSETS DETAILING HIKING TRAILS. |
| FORM 990, PAGE 2, PART III, LINE 4C | EDUCATION BUILDING ON THE TRUST'S 2022 EFFORTS AT EDUCATIONAL PROGRAMMING, IN 2023 THE TRUST CONDUCTED A BIRDING TOUR IN LATE JUNE AND AN OUTDOOR RECREATION DAY IN EARLY SEPTEMBER, WHICH INCLUDED A FLY-FISHING CLINIC AND A MUSHROOM-IDENTIFICATION HIKE. THE INCOME GENERATED AND THE NUMBER OF PARTICIPANTS ENGAGED WAS SMALL. HOWEVER, THE PROGRAMS MOVED THE TRUST CLOSER TO ACHIEVING ITS GOALS. FIRST, THE BIRDING PROGRAM ATTRACTED A FIRST TIME VISITOR TO THE WATERSHED, WHICH ADDRESSES THE GOAL OF ENGAGING NEW PEOPLE. SECOND, THE EDUCATION COORDINATOR COLLABORATED WITH HARRISON'S CAMPS, COBB'S CAMPS, THE MAINE MASTER NATURALIST PROGRAM, AND MAINE AUDUBON, CREATING AND FOSTERING RELATIONSHIPS FOR POTENTIAL FUTURE PARTNERSHIPS. THIRD, THE PROGRAMS GENERATED DATA, FEEDBACK, AND LEARNING THAT CAN BE USED TO IMPROVE FUTURE PROGRAMMING SHOULD THE TRUST DECIDE TO CONTINUE WITH ITS EDUCATION GOALS. DURING 2023, MWWT PARTNERED WITH MAINE AUDUBON ON THE PIERCE POND LOON COUNT, ENABLING US TO INCREASE THE SCOPE OF THE ANNUAL COUNT TO INCLUDE ALL THREE PONDS (LOWER, MIDDLE, AND UPPER). THIS IMPORTANT CITIZEN-SCIENCE PROJECT -HELD EVERY YEAR ON THE THIRD SATURDAY IN JULY- HELPS TRACK AND UNDERSTAND POPULATIONS OF THIS ICONIC SPECIES. MWWT'S ANNUAL MEMBERS MEETING, BANQUET, AND AUCTION WAS ORIGINALLY SCHEDULED FOR APRIL 1, 2023, AND AFTER TWO YEARS OF VIRTUAL EVENTS DURING COVID, THERE WAS MUCH ANTICIPATION ABOUT RETURNING TO AN IN-PERSON EVENT. HOWEVER, THE EVENT WAS POSTPONED BY THE VENUE FOR THREE WEEKS UNTIL APRIL 22, CAUSING A GREAT DEAL OF INCONVENIENCE AND DISRUPTION FOR ATTENDEES AND ORGANIZERS ALIKE. NEVERTHELESS, ATTENDANCE AT THE RESCHEDULED EVENT WAS ROBUST AT 100 GUESTS, AND THE RAFFLE AND SILENT AUCTION TOGETHER RAISED 6,670 TO SUPPORT MWWT'S WORK IN THE PIERCE POND WATERSHED. THE FELLOWSHIP GENERATED BY A RETURN TO AN IN-PERSON EVENT WAS PALPABLE, BUILDING A WELL OF SUPPORT FOR WATERSHED PROTECTION THAT WILL CARRY FORWARD. THE 2023 MWWT NEWSLETTER, WHICH IS MAILED TO ALL MEMBERS AND ALSO PUBLISHED ONLINE, CAME OUT IN OCTOBER, WITH THE FEATURE ARTICLE EDUCATING MEMBERS ABOUT THE NEW FISHERIES RESEARCH AND WATER QUALITY INITIATIVES. RESULTS OF THE LOON COUNT WERE SHARED AND EXPLAINED AND GUIDELINES INCLUDED ABOUT LOON-FRIENDLY PRACTICES WHILE ON OR NEAR THE WATER. AN ARTICLE SUMMARIZING AN INTERVIEW WITH THE TRUST'S SUMMER INTERN SHARED HIS IMPRESSIONS OF THE WATERSHED AND, IMPORTANTLY, THE RESULTS OF AN INVASIVE PLANTS SURVEY HE HAD CONDUCTED. THE INTERN CONCLUDED THAT HE WAS "AMAZED AT THE BIODIVERSITY AND LACK OF INVASIVES" IN THE WATERSHED. |
| FORM 990, PAGE 6, PART VI, LINE 2 | DAVID PEPPARD ISAIAH PEPPARD DIRECTOR DIRECTOR FAMILY RELATIONSHIP CHARLES BURNHAM BETH EKSTROM DIRECTOR DIRECTOR FAMILY RELATIONSHIP |
| FORM 990, PAGE 6, PART VI, LINE 6 | ONE CLASS OF MEMBERSHIP OPEN TO ANY PERSON, INCLUDING AN INDIVIDUAL, TRUST, ESTATE, PARTNERSHIP, ASSOCIATION, MUNICIPALITY, COMPANY OR CORPORATION, THAT MAKES A CONTRIBUTION IN CASH OR IN KIND WHICH IS IN KEEPING WITH THE POLICIES OF THE CORPORATION SHALL BECOME A MEMBER OF THE CORPORATION. MEMBERSHIP OF ANY MEMBER SHALL TERMINATE AT THE END OF THE PERIOD FOR WHICH SAID MEMBER HAS MADE AN APPROPRIATE CONTRIBUTION. THE BY-LAWS "PROHIBITION AGAINST PRIVATE GAIN", STATES NO OFFICER, DIRECTOR, OR MEMBER SHALL RECEIVE ANY PAY, COMPENSATION, OR BENEFIT FROM MWWT FOR THEIR DUTIES OR MEMBERSHIP. |
| FORM 990, PAGE 6, PART VI, LINE 7A | FOR THE PURPOSE OF VOTING, EACH MEMBER IN GOOD STANDING IS ENTITLED TO ONE VOTE, AT MEETINGS CALLED FOR THE PURPOSE OF ELECTING DIRECTORS AND TRANSACTING OTHER BUSINESS. |
| FORM 990, PAGE 6, PART VI, LINE 7B | THE BOARD OF DIRECTORS SHALL BE ELECTED FROM THE MEMBERSHIP AT THE ANNUAL MEETING OF THE CORPORATION BY THE MEMBERS. THE BOARD MANAGES THE PROPERTY, AFFAIRS, AND ACTIVITIES OF THE CORPORATION. MEMBERS MAY ALSO CALL A SPECIAL MEETING OF THE MEMBERS EXPRESSLY FOR THE PURPOSE OF REMOVAL OF THE ENTIRE BOARD OF DIRECTORS OR ANY INDIVIDUAL DIRECTOR MAY BE REMOVED, WITH OR WITHOUT CAUSE, BY VOTE OF A 2/3 MAJORITY OF THE MEMBERS PRESENT AND VOTING. |
| FORM 990, PAGE 6, PART VI, LINE 11B | REVIEWED AND SIGNED BY THE TREASURER. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ONGOING DISCUSSIONS AT BOARD MEETINGS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | CARETAKER/MONITORING SERVICE 8,000 0 0 STEWARDSHIP 1,250 0 0 OTHER CONTRACT SERVICES 3,997 0 0 TOTAL 13,247 0 0 |
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| Software Version: |