2024-04-16T11:25:58-05:00 2023-06-30 010463013 Purdy Powers & Company 130 Middle Street Portland ME 04101 990PF 2022-07-01 010261396 Kaler Vaill Memorial Home KALE 2078834787 382 Black Point Road Scarborough ME 04074 Debbie Temm Finance Director 2078834787 2024-02-27 1 Debbie Temm 999009999 0 Maria Happnie CPA P01793776 2077753496 2024-02-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 7571352 X 21990 141291 141291 141291 137578 157501 137930 0 251283 0 251283 552142 279221 392574 83182 0 53087 30095 215874 0 137772 78102 3887 0 2481 1406 311 0 199 112 6180 0 3944 2236 20693 20693 20693 0 28272 0 18043 10229 66774 0 42616 178216 0 113739 64477 603389 20693 392574 186657 0 0 603389 20693 392574 186657 -51247 258528 0 5894 5786 5786 212838 188787 188787 1297 1309 1309 882712 877495 877495 1343155 1305254 1305254 399888 595014 595014 2300856 1517513 813459 783343 783343 3634842 3814364 3814364 7294085 7571352 7571352 15466 12646 15466 12646 X 3495019 3639389 3783600 3919317 7278619 7558706 7294085 7571352 7278619 -51247 331334 7558706 0 7558706 Publicly Traded Securities 157501 19571 137930 137930 137930 0 X 1986-08-26 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 ME 1 1 0 0 0 1 www.kaler-vaill.com Debbie Temm Finance Director 2078834787 382 Black Point Road Scarborough ME 04074 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Laurence Gross 93 St Lawrence Street Portland ME 04101 President 2.00 0 0 0 Richard Baird 16 Kirkwood Road Scarborough ME 04074 Director 1.00 0 0 0 Cynthia Milliken-Taylor 441 Black Point Road Scarborough ME 04074 Secretary 2.00 0 0 0 Michael Knight 776 County Road Westbrook ME 04092 Director 1.00 0 0 0 Deborah Temm 74 Washington Avenue South Portland ME 04106 Finance Director 40.00 34522 1019 0 Christian Smith 12 Overlook Drive Scarborough ME 04074 Treasurer 2.00 0 0 0 Karen Murphy 7 Grandview Drive Scarborough ME 04074 Executive Director 40.00 39305 1163 0 Marjorie DeSanctis 54 Beech Ridge Road Scarborough ME 04074 Vice President 2.00 0 0 0 Peter Hart 364 Black Point Road Scarborough ME 04074 Director 1.00 0 0 0 Jane Brooks 16 Williamsburg Lane Scarborough ME 04074 Director 1.00 0 0 0 Helen Cella 2 Hampton Circle Scarborough ME 04074 Director 1.00 0 0 0 Leila Schueler 9 Pinewood Circle Scarborough ME 04074 Director 1.00 0 0 0 NONE 0 NONE 0 Provided temporary housing for aged needy women. 506259 0 2701759 89756 0 2791515 0 0 2791515 41873 2749642 137482 X 186657 0 186657 1973-01-16 X 0 0 141653 128374 270027 0 0 120405 109118 229523 186657 192779 501235 472356 1353027 0 0 0 0 0 186657 192779 501235 472356 1353027 0 0 91655 96099 94435 85583 367772 0 0 0 0 X 0 0 Resident charges 251283 141291 137578 0 0 530152 530152 1a Home resident charges received 4 Income from Kaler-Vaill investment management account used to fund operations of home. 8 Income from Kaler-Vaill investment management account used to fund operations of home. 0 0 0 0 0 0 0 0 0 0 X X 1 Joan M Conroy 382 Black Point Road Scarborough ME 04074 15850 X X 1 36 shares of Apple Inc stock 5118 2022-12-08 Audit fees 6180 0 3944 2236 GE Electric Range 2019-01 Purchased 2022-11 758 Cost 0 -352 406 Common Stock 1305254 1305254 877495 877495 0 0 Mutual Funds - Fixed Income FMV 20641 20641 Mutual Funds - Equity FMV 574373 574373 Land 4650 0 4650 4650 Building & Improvements 1992478 1296134 696344 696344 Equipment 112952 70118 42834 42834 Furniture & Fixtures 190776 151261 39515 39515 Legal fees 311 0 199 112 Beneficial Interest in Perpetual Trust 3634842 3814364 3814364 Maintenance & repairs 51109 0 32618 18491 Food 53353 0 34050 19303 Insurance 19800 0 12637 7163 Utilities 44342 0 28299 16043 Office expense 5225 0 3335 1890 Miscellaneous 4387 0 2800 1587 Resident charges 251283 251283 Unrealized investment gain 331334 Keybank Investment Fees 20693 20693 20693 0 Payroll tax 24198 0 15443 8755 Taxes-other 4074 0 2600 1474