2024-12-23T14:01:15-06:00 2024-08-31 920460586 PWC US TAX LLP 301 GRANT STREET PITTSBURGH PA 15219 990 2023-09-01 046091300 BAXTER PERCIVAL P TR UIND BAXT 6177227772 PO BOX 185 PITTSBURGH PA 152300185 MICHAEL STAGIS VICE PRESIDENT 6177227772 2024-12-23 true true DANIEL WALTMAN P01233408 4123556000 2024-12-23 X 2023 2024-10-15 13:58:12Z 55315251 false X N/A X 1927 MA THE BAXTER PERCIVAL P TR U/IND IS A TYPE III ORGANIZATION WHICH SUPPORTS THE FOLLOWING ORGANIZATION - BAXTER STATE PARK RESERVE 1 0 0 -52619 0 0 0 5183883 11064553 25903 81872 5209786 11146425 1568950 1614521 0 30900 76682 0 0 82369 141726 1682219 1832929 3527567 9313496 62037868 71526939 0 0 62037868 71526939 THE BAXTER PERCIVAL P TR U/IND IS A TYPE III ORGANIZATION WHICH SUPPORTS THE FOLLOWING ORGANIZATION - BAXTER STATE PARK RESERVE false false 1614521 1614521 BAXTER STATE PARK RESERVE, 64 BALSAM DRIVE, MILLINOCKET, ME 04462 1614521 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false true X 0 0 0 false false false false false false false false false true false false false X 1 0 false false false false false false false false false false false false false false false false false false MA X BNY MELLON NA 6177227772 PO BOX 185 PITTSBURGH PA 152300185 X BNY MELLON N A TRUSTEE X 76682 0 0 76682 0 0 false false false 1749141 1749141 53484238 44168826 9315412 9315412 9315412 FROM PARTNERSHIP/S-CORP 900099 81872 -52619 134491 81872 11146425 -52619 11199044 1614521 1614521 76682 46009 30673 FOREIGN TAXES PAID 18190 18190 STATE AG FEES 500 500 FROM PARTNERSHIP/S-CORP 119174 119174 OTHER MISC EXPENSE 3862 3862 1832929 1661030 171899 0 573294 907300 61464574 70619639 62037868 71526939 0 0 X 62037868 71526939 62037868 71526939 62037868 71526939 X 9313496 175575 X false false false X X 1 BAXTER STATE PARK RESERVE 999999999 6 true 1614521 0 1 1614521 0 true false false false false false false false false false false false false false false true false true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV SECTION D LINE 2 THE BAXTER PERCIVAL P TR U/IND IS A TRUST. BNYM SERVES AS TRUSTEE AND MEETS WITH BAXTER STATE PARK AUTHORITY SEVERAL TIMES A YEAR AND GIVES FULL PART IV SECTION D LINE 2 CONT CONSIDERATION TO THEIR INPUT RELATIVE TO INVESTMENT MANAGEMENT OF THE TRUST. THE TRUSTEE PART IV SECTION D LINE 2 CONSIDERATION TO THEIR INPUT RELATIVE TO INVESTMENT MANAGEMENT OF THE TRUST. THE TRUSTEE ALSO PROVIDES MONTHLY STATEMENTS AND QUARTERLY EXECUTIVE SUMMARIES TO THE ORGANIZATION AND CONSISTENTLY COMMUNICATES VIA IN PERSON MEETINGS, E-MAIL, AND PHONE. Part IV Section D Line 3 THE BAXTER STATE PARK AUTHORITY DETERMINES AND REQUESTS (IN WRITING) AN ANNUAL DOLLAR AMOUNT AND A BUDGET TO SUPPORT THEIR REQUEST. REQUESTS ARE REVIEWED WITH THE BAXTER STATE PARK AUTHORITY AND BNYM. THE FINANCE COMMITTEE OF THE BAXTER STATE PARK IS AN ACTIVE PARTICIPANT IN DETERMINING THE INVESTMENT POLICIES FOR THE TRUST. AGAIN, BNY MELLON, AS TRUSTEE AND THE BAXTER STATE PARK AUTHORITY Part IV Section D Line 3 ARE MUTUALLY COGNIZANT OF THEIR RESPECTIVE DUTIES TO THE BAXTER STATE PARK. Part V Line 1 ALL OF THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO ONE OR MORE PURPOSES DESCRIBED IN SECTION 170(c)(1) OR (c)(2)(B). THE TRUST WAS CREATED UNDER THE AGREEMENT OF THE PERCIVAL P. BAXTER INDENTURE TRUST. NET INCOME IS REQUIRED TO BE DISTRIBUTED ANNUALLY. THE BAXTER STATE PARK AUTHORITY HAS THE RIGHT TO REQUEST PRINCIPAL FOR THE PURCHASE OR ACQUISITION OF ADDITIONAL LANDS OR OTHER LANDS FOR Part V Line 1 CONT RECREATIONAL OR REFORESTATION FOR BAXTER STATE PARK. NO ADDITIONAL CONTRIBUTIONS HAVE BEEN MADE Part V Line 1 HE TRUSTEE DOES NOT HAVE DISCRETION TO VARY THE AMOUNT OR THE CHARITABLE BENEFICIARIES true BAXTER STATE PARK RESERVE 64 BALSAM DRIVE MILLINOCKET ME 04462 1614521 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 NO PROCEDURES IN PLACE Form 990, Part IV, Line 4, 25a, 25b, 36 THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A 4947(A)(1) ORGANIZATION Form 990, Part V, Line 8, 9a, 9b: THESE QUESTIONS ARE NOT APPLICABLE AS THERE IS NOT A SPONSORING ORGANIZATION MAINTAINING DONOR ADVISED FUNDS Form 990, Part V, Line 10, 11, 13: THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A 4947(A)(1) ORGANIZATION Form 990, Part VII, Section A, Line 1a, Column(b): AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, BNY MELLON, N.A. PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR THE NAMED ORGANIZATION. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CAN NOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE Form 990, Part VII, Section A, Line 1a, Column(b): CONT AND IN ACCORDANCE WITH BNY MELLON'S AGREEMENT WITH THE CLIENT. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW NO PROCEDURES IN PLACE FORM 990, PAGE 6, PART VI, LINE 19 NO DOCUMENTS MADE AVAILABLE TO THE PUBLIC EXPLANATION FOR FORM 990, PART XI, LINE 9 THE AMOUNT ON THIS LINE REPRESENTS THE FOLLOWING ADJUSTMENTS: PARTNERSHIP DISTRIBUTION ADJUSTMENT $158,460; PARTNERSHIP INCOME ADJUSTMENT $37,302; POAI C/O FROM PRIOR YEAR $1,035; MUTUAL FUND TIMING ADJUSTMENT $3,535; PY ROC ADJUSTMENT $455; PURCHASE OF ACCRUED INTEREST ($21,107); CY PENDING SALES ($3,802); TAX LOT BASIS ADJUSTMENT ($33); COST BASIS ADJUSTMENT ($270)