THE VELMANS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE VELMANS FOUNDATION INC (EIN 13-3321706)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349105868
- Schema version
- 2022v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T15:14:32-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042530803 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH WATSON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 NORTH ST SUITE 205 | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133321706 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VELMANS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O HESTER VELMANS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VELM | BusinessNameControlTxt |
| Phone | 4132292709 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 778 HEWINS STREET | AddressLine1Txt |
| City | SHEFFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01257 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAULINE EDITH VELMANS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4132292709 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAULINE EDITH | PersonFirstNm |
| Person Last | VELMANS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY D BELAIR CPA | PreparerPersonNm |
| PTIN | P00845921 | PTIN |
| Phone | 4134649940 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $129,187 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,066 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,095 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,095 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,095 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,016 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,016 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,016 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,869 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $101,469 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,869 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,046 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,980 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,111 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,773 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,773 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,923 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,423 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,255 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,255 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,178 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,423 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,755 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$43,132 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,557 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,111 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,213 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,962 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,962 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $27,829 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $27,829 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,177 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $82,666 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,806 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $79,492 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $47,933 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $42,844 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $40,556 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $173,641 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,441 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $129,187 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $68 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $68 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $173,573 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $130,441 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $173,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $130,441 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $173,641 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $130,441 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $173,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$43,132 | ExcessRevenueOverExpensesAmt |
| Subtotal | $130,441 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $130,441 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $26,707 | $28,761 | -$2,054 | -$2,054 |
| PUBLICLY TRADED SECURITIES | P | $73,193 | $52,839 | $20,354 | $20,354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,869 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $300 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $300 | SubtotalAmt |
| Tax Based On Investment Income | $300 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $300 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HESTER VELMANS | IndividualWithBooksNm |
| Phone | 9148198449 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 778 HEWINS ST | AddressLine1Txt |
| City | SHEFFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01257 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAULINE EDITH VELMANS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 178 | AddressLine1Txt |
| City | SHEFFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01257 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $176,339 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $186,634 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $186,634 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,800 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $183,834 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,192 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,192 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $300 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $300 | TotalTaxAmt |
| Distributable Before Adj | $8,892 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,892 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,892 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,755 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $67,755 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,892 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $48,180 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $34,551 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $41,943 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $78,096 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $202,770 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,755 | QualifyingDistributionsAmt |
| Applied To Current Year | $8,892 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $58,863 | RemainingDistriFromCorpusAmt |
| Total Corpus | $261,633 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $48,180 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $213,453 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $34,551 | ExcessFromYear4Amt |
| Excess From Year3 | $41,943 | ExcessFromYear3Amt |
| Excess From Year2 | $78,096 | ExcessFromYear2Amt |
| Excess From Current Year | $58,863 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| WAMC | |||||||
| 51 HOLLENBECK AVE | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| MILL POND ASSN | |||||||
| 15 TANGLEWOOD TER | ORLEANS | MA | 02653 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| CHRIST TRINITY CHURCH | |||||||
| 180 MAIN ST | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $140 | |
| HEVREH OF SOUTHERN BERKSHIRE INC | |||||||
| 270 STATE RD | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 | |
| HEVREH OF SOUTHERN BERKSHIRE INC | |||||||
| 270 STATE RD | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 | |
| SPM DISABILITY BRILLANCE FUND | |||||||
| 50 LANSING ST | EMERYVILLE | CA | 94105 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $15,000 | UNIT 604 |
| THE TRUSTEES OF RESERVATIONS | |||||||
| 200 HIGH ST | BOSTON | MA | 02110 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $165 | |
| BERKSHIRE SOUTH COMMUNITY CENTER | |||||||
| 15 CRISSEY RD | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 | |
| CHP | |||||||
| 444 STOCKBRIDGE ROAD | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 | |
| CLOSE ENCOUNTERS WITH MUSIC | |||||||
| 14 CASTLE ST | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| CONSTRUCT INC | |||||||
| 316A STATE RD | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| FAIRVIEW HOSPITAL FUND | |||||||
| 29 LEWIS AVE | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| FLYING CLOUD INSTITUTE | |||||||
| 20 STOCKBRIDGE RD | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 | SUITE 2 |
| FRIENDS OF THE BUSNELL SAGE LIBRARY | |||||||
| 48 MAIN ST | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 | |
| HABITAT FOR HUMANITY | |||||||
| 61 MAIN ST SUITE 246 | NORTH ADAMS | MA | 01247 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 | |
| DEWEY HALL | |||||||
| 91 MAIN STREET | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 | |
| JACOB'S PILLOW | |||||||
| 358 GEORGE CARTER RD | BECKET | MA | 01223 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| LITERACY NETWORK | |||||||
| 32 PARK ST | LEE | MA | 01238 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 | |
| LEARNING ALLY | |||||||
| 20 ROSZEL RD | PRINCETON | NJ | 08540 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 | |
| NEW WORLD ENDOWMENT FUND | |||||||
| 402 HANCOCK RD | WILLIAMSTOWN | MA | 01267 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 | |
| PLANNED PARENTHOOD | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $100 | |
| SHEFFIELD LAND TRUST | |||||||
| 96 MAIN ST | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| SHEFFIELD FOOD ASSISTANCE PROGRAM | |||||||
| 125 MAIN ST | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 | |
| FRIENDS OF THE SHEFFIELD SENIOR CEN | |||||||
| 25 COOK RD | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 | |
| SHEFFIELD FOOD ASSISTANCE PROGRAM | |||||||
| 125 MAIN ST | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 | |
| SHEFFIELD CULTURAL COUNCIL | |||||||
| 21 DEPOT SQUARE | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 | |
| NAF | |||||||
| 218 WEST 40TH ST | NEW YORK | NY | 10018 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $25,000 | 5TH FLOOR |
| SOUTHERN BERKSHIRE AMBULANCE | |||||||
| 31 LEWIS AVE | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $100 | |
| JEWISH HISTORICAL MUSEUM IN AMSTERD | |||||||
| 44 SOUTH BAYLES AVE | PORT WASHINGTON | NY | 11050 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | ROOM 210 |
| WMHT | |||||||
| 4 GLOBAL VIEW | TROY | NY | 12180 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 | |
| NAF | |||||||
| 218 WEST 40TH ST | NEW YORK | NY | 10018 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | 5TH FLOOR |
| POLLINATE GROUP | |||||||
| 774 ARROYO RD | LOS ALTOS | CA | 94024 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,255 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,095 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,016 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,869 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,980 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,980 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,950 | Amt |
| Net Investment Income | $1,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,475 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GENERAL MOTORS 5000 | ||
| LAB CORP OF AMERICA HOLDINGS 15000 | $15,245 | $14,888 |
| GOLDMAN SACHS 26000 | $27,599 | $25,668 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORPORATE BONDS | $17,561 | $16,551 |
| CALAMOS CONVERT OPP & INC FD 1700 | ||
| WALT DISNEY CO 28 | ||
| DUKE ENERGY 100 | $8,203 | $10,299 |
| HONEYWELL INTERNATIONAL 100 | $9,767 | $21,430 |
| MCDONALDS 70 | ||
| MERCK & CO 125 | $6,476 | $13,869 |
| MICROSOFT 89 | $2,111 | $9,593 |
| ORGANON & CO 12 | ||
| 3M COMPANY 45 | ||
| WEYERHAEUSER CO 250 | $8,688 | $7,750 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $27,829 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,177 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| FILING FEES | $50 | $25 | $25 |
| OFFICE EXPENSES | $150 | $150 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,773 | Amt |
| Net Investment Income | $1,773 | NetInvestmentIncomeAmt |
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