FEIGENBAUM FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FEIGENBAUM FOUNDATION INC (EIN 04-3000345)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349101108
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T05:34:03-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042511474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lombardi Clairmont & Keegan CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 Pearl Street | AddressLine1Txt |
| City | Pittsfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 012014718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043000345 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FEIGENBAUM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FEIG | BusinessNameControlTxt |
| Phone | 4134992880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SOUTH STREET | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMIL GEORGE | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD A LOMBARDI | PreparerPersonNm |
| PTIN | P00225243 | PTIN |
| Phone | 4134993733 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $71,798,380 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $104,477 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,997,405 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,997,405 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,407,773 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,798,314 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,407,773 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $153 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,509,808 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,405,178 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $341,881 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $328,156 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,273 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,233 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $20,015 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $72,671 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $36,336 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,335 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $443,435 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $441,656 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,779 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $123,317 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48,802 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $515 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,678 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $35,750 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $35,750 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $107 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $107 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,828 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,828 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,064,940 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $542,777 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $438,485 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,007,485 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,007,485 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,072,425 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $542,777 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,445,970 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$562,617 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,862,401 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,112,012 | CashBOYAmt |
| Cash EOY | $286,570 | CashEOYAmt |
| Cash EOYFMV | $286,570 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,222,411 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,225,842 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,225,842 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $8,307,723 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,696,882 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,650,206 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $50,624,182 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,183,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $55,707,250 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,710,012 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,022,606 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,901,094 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $51,050 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,862 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $20,578 | LandBOYAmt |
| Land EOY | $15,188 | LandEOYAmt |
| Land EOYFMV | $15,188 | LandEOYFMVAmt |
| Other Assets BOY | $12,230 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,230 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,230 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $69,009,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,443,038 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,798,380 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,345 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,852 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,345 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,852 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $68,997,803 | UnrestrictedBOYAmt |
| Unrestricted EOY | $68,435,186 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $68,997,803 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $68,435,186 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $69,009,148 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $68,443,038 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $68,997,803 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$562,617 | ExcessRevenueOverExpensesAmt |
| Subtotal | $68,435,186 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $68,435,186 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2018-12-31 | SoldDt |
| Gross Sales Price | $23,798,314 | GrossSalesPriceAmt |
| Cost Or Other Basis | $21,390,541 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,407,773 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,407,773 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,407,773 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,552,402 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $74,878,008 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03409 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,240,322 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $66,250,596 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03382 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,475,065 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $48,800,211 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05072 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,762,511 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,677,455 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08131 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,398,669 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,412,588 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.23036 | DistributionYr5Rt |
| Total Distribution | 0.430289 | TotalDistributionRt |
| Average Distribution | 0.086058 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $76,589,573 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,591,145 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $38,624 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,629,769 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,445,970 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $77,248 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $77,248 | SubtotalAmt |
| Tax Based On Investment Income | $77,248 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $78,214 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $29,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $107,214 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $64 | EsPenaltyAmt |
| Overpayment | $29,902 | OverpaymentAmt |
| Applied To ES Tax | $29,902 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | 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 | www.feigenbaumfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD A LOMBARDI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4134992880 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SOUTH STREET | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| EMIL GEORGE | |||||||
| 2 SOUTH STREET | PITTSFIELD | MA | 01201 | President | 20.00 | $198,333 | $9,567 |
| RICHARD A LOMBARDI | |||||||
| 35 PEARL STREET | PITTSFIELD | MA | 01201 | Treasurer | 15.00 | $59,000 | $3,178 |
| LESLIE WARREN | |||||||
| 2 SOUTH STREET | PITTSFIELD | MA | 01201 | Director | 40.00 | $63,300 | $8,503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOMBARDI CLAIRMONT & KEEGAN CPAS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 PEARL STREET | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | BOOKKEEPING | ServiceTypeTxt |
| Compensation | $72,671 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $75,114,073 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,605,482 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $36,357 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $77,755,912 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $77,755,912 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,166,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $76,589,573 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,829,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,829,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $77,248 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $77,248 | TotalTaxAmt |
| Distributable Before Adj | $3,752,231 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,752,231 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,752,231 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,445,970 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,445,970 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $4,445,970 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,752,231 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $471,362 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $72,105 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $543,467 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,445,970 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,752,231 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $693,739 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,237,206 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,237,206 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $471,362 | ExcessFromYear4Amt |
| Excess From Year3 | $72,105 | ExcessFromYear3Amt |
| Excess From Current Year | $693,739 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Recipient Email AddressRecipientEmailAddressTxt | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|---|
| THE FEIGENBAUM FOUNDATION INC | ||||||||
| 2 SOUTH STREET SUITE 235 | PITTSFIELD | MA | 01201 | 4134992880 | info@feigenbaumfoundation.com | Grant applications are submitted on standardized forms. APPLICANTS MUST ALSO PROVIDE AN IRS 501(C)(3) TAX EXEMPT LETTER, A DESCRIPTION OF THE GRANT PROPOSAL, INCLUDING A BUDGET FOR ANY PROJECT BEING FUNDED, RELEVENT INFORMATION ABOUT THE APPLICANT ORGANIZATION, AND THE APPLICANT'S MOST RECENT ANNUAL FINANCIAL STATEMENT AND OPERATING BUDGET. | APPLICATIONS ARE REVIEWED PERIODICALLY THROUGHOUT THE YEAR. | GRANTS ARE MADE ONLY TO PRIVATE, NON-PROFIT 501(C)(3) ORGANIZATIONS THAT PROVIDE SERVICES THAT ARE CONSISTENT WITH THE FOUNDATION'S STATEMENT OF PURPOSE. |
| SCHOLARSHIP COMMITTEE | ||||||||
| 66 ALLEN STREET | PITTSFIELD | MA | 01201 | 4134991600 | INFO@1BERKSHIRE.COM | APPLICATIONS SHOULD BE SUBMITTED ON STANDARDIZED FORMS | MAY 1ST OF EACH YEAR | APPLICANTS MUST BE A STUDENT AT A PITTSFIELD MA HIGH SCHOOL |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BERKSHIRE ATHENAEUM | |||||||
| 1 WENDELL AVENUE | PITTSFIELD | MA | 01201 | N/A | PC | HV FEIGENBAUM CORNER FOR LOCAL AUTHORS & BOOKS | $2,000 |
| BERKSHIRE MUSEUM | |||||||
| 39 SOUTH STREET | PITTSFIELD | MA | 01201 | N/A | PC | FESTIVAL OF TREES | $1,200 |
| BERKSHIRE MUSEUM | |||||||
| 39 SOUTH STREET | PITTSFIELD | MA | 01201 | N/A | PC | OPERATING SUPPORT | $286,946 |
| BERKSHIRE MUSIC SCHOOL | |||||||
| 30 WENDELL AVENUE | PITTSFIELD | MA | 01201 | N/A | PC | BUILDING IMPROVEMENTS | $50,000 |
| BERKSHIRE UNITED WAY | |||||||
| 200 SOUTH STREET | PITTSFIELD | MA | 01201 | N/A | PC | ANNUAL CAMPAIGN | $20,000 |
| COLONIAL THEATRE ASSOCIATION | |||||||
| 111 SOUTH STREET | PITTSFIELD | MA | 01201 | N/A | PC | OPERATING SUPPORT | $1,200,000 |
| HANCOCK SHAKER VILLAGE | |||||||
| 1843 WEST HOUSATONIC STREET | PITTSFIELD | MA | 01201 | N/A | PC | FELLOWSHIP - GRADUATE STUDIES | $30,000 |
| JEWISH FEDERATION OF THE BERKSHIRES | |||||||
| 196 SOUTH STREET | PITTSFIELD | MA | 01201 | N/A | PC | UNRESTRICTED | $40,000 |
| GLADYS ALLEN BRIGHAM CENTER | |||||||
| 165 EAST STREET | PITTSFIELD | MA | 01201 | N/A | PC | CAMPERSHIPS | $1,480 |
| NORMAN ROCKWELL MUSEUM | |||||||
| 9 GLENDALE ROAD | STOCKBRIDGE | MA | 01262 | N/A | PC | OPERATING SUPPORT | $20,000 |
| SHAKESPEARE AND COMPANY | |||||||
| 70 KEMBLE STREET | LENOX | MA | 01240 | N/A | PC | SHAKESPEARE IN THE COURTS | $10,000 |
| MASSACHUSETTS COLLEGE OF LIBERAL ARTS | |||||||
| 375 CHURCH STREET | NORTH ADAMS | MA | 01247 | N/A | PC | ENDOWMENT/CAPITAL CAMPAIGN | $375,000 |
| MCLA FOUNDATION INC | |||||||
| 375 CHURCH STREET | NORTH ADAMS | MA | 01247 | N/A | PC | SCHOLARSHIPS | $20,000 |
| PITTSFIELD 4TH OF JULY PARADE COMMI | |||||||
| PO BOX 1738 | PITTSFIELD | MA | 01202 | N/A | PC | 4TH OF JULY PARADE SUPPORT | $1,000 |
| BERKSHIRES JAZZ INC | |||||||
| 46 GLORY DRIVE | PITTSFIELD | MA | 01201 | N/A | PC | 2018 FESTIVAL | $5,000 |
| CHRISTIAN CENTER OF PITTSFIELD INC | |||||||
| 193 ROBBINS AVENUE | PITTSFIELD | MA | 01201 | N/A | PC | MEALS,FOOD PANTRY & SPORTS CAMP | $21,000 |
| HELP YOURSELF FOUNDATION INC | |||||||
| 1090 AVON ROAD | SCHENECTADY | NY | 12308 | N/A | PC | UNRESTRICTED | $20,000 |
| IS 183 INC | |||||||
| 13 WILLARD HILL ROAD | STOCKBRIDGE | MA | 01262 | N/A | PC | ARTS PROGRAM | $20,000 |
| MAHAIWE PERFORMING ARTS CENTER INC | |||||||
| 14 CASTLE STREET | GREAT BARRINGTON | MA | 01230 | N/A | PC | OPERATING SUPPORT | $50,000 |
| THE EDWARD J MADDEN MEMORIAL OPEN H | |||||||
| 250 MONUMENT VALLEY ROAD | GREAT BARRINGTON | MA | 01230 | N/A | PC | FACILITY REMODELING | $20,000 |
| WAM THEATRE INC | |||||||
| 45 WALKER STREET | LENOX | MA | 01240 | N/A | PC | AFTER SCHOOL EDUCATION PROGRAM | $8,500 |
| THE BRIEN CENTER INC | |||||||
| 359 FENN STREET | PITTSFIELD | MA | 01201 | N/A | PC | ANNUAL FUNDRAISER | $2,500 |
| BERKSHIRE COMMUNITY COLLEGE FOUNDAT | |||||||
| 1350 WEST STREET | PITTSFIELD | MA | 01201 | N/A | PC | TURF FIELD INSTALLATION | $500,000 |
| BARRINGTON STAGE COMPANY | |||||||
| 30 UNION STREET | PITTSFIELD | MA | 01201 | N/A | PC | OPERATING SUPPORT | $52,500 |
| BERKSHIRE MEDICAL CENTER | |||||||
| 725 NORTH STREET | PITTSFIELD | MA | 01201 | N/A | PC | ANNUAL FUND | $1,000 |
| EAGLES BAND INC | |||||||
| 55 FENN STREET | PITTSFIELD | MA | 01201 | N/A | PC | ANNUAL FREE CONCERT | $3,615 |
| EDITH WHARTON RESTORATION | |||||||
| 2 PLUNKETT STREET | LENOX | MA | 01240 | N/A | PC | TERRACE RESTORATION | $15,000 |
| LITERACY VOLUNTEERS OF BERKSHIRE CO | |||||||
| 1 WENDELL AVE | PITTSFIELD | MA | 01201 | N/A | PC | UNRESTRICTED | $2,000 |
| MASS MOCA | |||||||
| 1040 MASS MOCA WAY | NORTH ADAMS | MA | 01247 | N/A | PC | EDUCATION PROGRAMMING | $20,000 |
| PITTSFIELD DOLLARS FOR SCHOLARS | |||||||
| PO BOX 1921 | PITTSFIELD | MA | 01202 | N/A | PC | UNRESTRICTED | $1,000 |
| RAILROAD STREET YOUTH PROJECT | |||||||
| 60 BRIDGE STREET | GREAT BARRINGTON | MA | 01230 | N/A | PC | OPERATING SUPPORT | $5,000 |
| TEMPLE ANSHE AMUNIM | |||||||
| 26 BROAD STREET | PITTSFIELD | MA | 01201 | N/A | PC | BUILDING RENOVATION & ELEVATOR INSTALLATION | $37,500 |
| WILLIAMSTOWN THEATRE FESTIVAL | |||||||
| PO BOX 517 | WILLIAMSTOWN | MA | 01267 | N/A | PC | FREE THEATRE PRODUCTIONS | $15,000 |
| UNION COLLEGE | |||||||
| 807 UNION STREET | SCHENECTADY | NY | 12308 | N/A | PC | BUILDING RESTORATION, PROFESSORSHIP, AND FORUM SPONSORSHIP | $500,000 |
| UNION COLLEGE | |||||||
| 807 UNION STREET | SCHENECTADY | NY | 12308 | N/A | PC | BUILDING RESTORATION | $250,000 |
| UNION COLLEGE | |||||||
| 807 UNION STREET | SCHENECTADY | NY | 12308 | N/A | PC | MEMORIAL PORTRAIT | $53,086 |
| ALBANY BERKSHIRE BALLET | |||||||
| 116 FENN STREET | PITTSFIELD | MA | 01201 | N/A | PC | EDUCATIONAL | $5,000 |
| CHILD CARE OF THE BERKSHIRES INC | |||||||
| 152 NORTH STREET | PITTSFIELD | MA | 01201 | N/A | PC | BUILDING RENOVATIONS | $10,000 |
| COMMUNITY ACCESS TO THE ARTS | |||||||
| 40 RAILROAD STREET | GREAT BARRINGTON | MA | 01230 | N/A | PC | OPERATING SUPPORT | $20,000 |
| COMMUNITY RECREATION ASSOCIATION IN | |||||||
| 400 MAIN STREET | DALTON | MA | 01226 | N/A | PC | OPERATING SUPPORT | $10,000 |
| NORTHERN BERKSHIRE INTERFAITH ACTIO | |||||||
| 45 EAGLE STREET | NORTH ADAMS | MA | 01247 | N/A | PC | FOOD PANTRY | $2,000 |
| MASS AUDUBON SOCIETY | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | N/A | PC | EQUIPMENT FOR BERKSHIRE WILDLIFE SANCTUARY | $13,908 |
| WESTERN MASS COUNCIL OF BOY SCOUTS | |||||||
| 1 ARCH RD SUITE 5 | WESTFIELD | MA | 01085 | N/A | PC | UNRESTRICTED | $2,500 |
| HILLCREST EDUCATIONAL CENTER | |||||||
| 788 SOUTH STREET | PITTSFIELD | MA | 01201 | N/A | PC | EQUIPMENT | $58,000 |
| BASEBALL IN THE BERKSHIRES | |||||||
| 655 CHESHIRE ROAD | LANESBOROUGH | MA | 01237 | N/A | PC | OPERATING SUPPORT | $5,000 |
| BERKSHIRE CHILDREN FAMILIES | |||||||
| 480 WEST STREET | PITTSFIELD | MA | 01201 | N/A | PC | KIDS 4 HARMONY PROGRAM | $20,000 |
| BERKSHIRE GARDEN CENTER | |||||||
| 5 WEST STOCKBRIDGE ROAD | STOCKBRIDGE | MA | 01262 | N/A | PC | OPERATING SUPPORT | $8,000 |
| BERKSHIRE INNOVATIONS | |||||||
| 63 SPRING STREET | WILLIAMSTOWN | MA | 01267 | N/A | PC | ROBOTICS CHALLENGE | $5,000 |
| BERKSHIRE PLAYWRIGHTS LAB | |||||||
| 352 MAIN STREET | GT BARRINGTON | MA | 01230 | N/A | PC | OPERATING SUPPORT | $2,000 |
| BERKSHIRE PULSE INC | |||||||
| 420 PARK STREET | GT BARRINGTON | MA | 01230 | N/A | PC | OPERATING SUPPORT | $5,000 |
| FLYING CLOUD INSTITUTE | |||||||
| 731 S SANDISFIELD RD | NEW MARLBOUOUGH | MA | 01230 | N/A | PC | OPERATING SUPPORT | $5,000 |
| GREENAGERS INC | |||||||
| 342 N PLAIN ROAD | HOUSATONIC | MA | 01236 | N/A | PC | OPERATING SUPPORT | $3,000 |
| HABITAT FOR HUMANITY INC | |||||||
| 70 JEFFERSON PLACE | PITTSFIELD | MA | 01201 | N/A | 1 | OPERATING SUPPORT | $10,000 |
| JACOB'S PILLOW DANCE FESTIVAL | |||||||
| 358 GEORGE CARTER ROAD | BECKET | MA | 01223 | N/A | PC | OPERATING SUPPORT | $10,000 |
| LEVER INC | |||||||
| 85 MAIN STREET SUITE 210 | NORTH ADAMS | MA | 01247 | N/A | PC | OPERATING SUPPORT | $5,000 |
| PEDIATRIC DEVELOPMENT CENTER | |||||||
| 388 COLUMBUS AVE | PITTSFIELD | MA | 01201 | N/A | PC | BUILDING RENOVATION | $25,000 |
| SAVE OUR SHAKESPEARE AT TACONIC | |||||||
| 96 VALENTINE ROAD | PITTSFIELD | MA | 01201 | N/A | PC | OPERATING SUPPORT | $3,000 |
| SIOGA CLUB OF BERKSHIRE COUNTY | |||||||
| 81 LINDEN STREET | PITTSFIELD | MA | 01201 | N/A | PC | OPERATING SUPPORT | $10,000 |
| UPPER HOUSATONIC VALLEY NATIONAL HE | |||||||
| 24 MAIN STREET | SALISBURY | CT | 06068 | N/A | PC | OPERATING SUPPORT -THE MASTHEADS | $20,000 |
| ALEXANDER LAMOUREAUX | |||||||
| 409 WILLIAM STREET | PITTSFIELD | MA | 01201 | NONE | I | FURTHERING EDUCATION | $2,500 |
| VOLUNTEERS IN MEDICINE | |||||||
| 777 MAIN STREET | GT BARRINGTON | MA | 01230 | N/A | PC | OPERATING SUPPORT | $25,000 |
| BERKSHIRE TACONIC COMMUNITY FOUNDAT | |||||||
| 800 N MAIN STREET | SHEFFIELD | MA | 01257 | N/A | PC | SCULPTURE NOW FUNDING | $3,000 |
| BECKET ATHENEAUM INC | |||||||
| 3367 MAIN STREET | BECKET | MA | 01223 | N/A | PC | OPERATING SUPPORT | $5,000 |
| BERKSHIRE GATEWAY PRESERVATION | |||||||
| PO BOX 725 | LEE | MA | 01238 | N/A | PC | OPERATING SUPPORT | $5,000 |
| BEST BUDDIES INTERNATIONAL INC | |||||||
| 45 BROMFIELD STREET | BOSTON | MA | 02108 | N/A | PC | OPERATING SUPPORT | $5,000 |
| BOYS GIRLS CLUB OF THE BERKSHIRES I | |||||||
| 16 MELVILLE | PITTSFIELD | MA | 01201 | N/A | PC | OPERATING SUPPORT | $5,000 |
| CANTILENA CHAMBER CHOIR | |||||||
| 32 BRACELAN COURT | LENOX | MA | 01240 | N/A | PC | OPERATING SUPPORT | $250 |
| CENTER FOR ECOLOGICAL TECHNOLOGY | |||||||
| 112 ELM STREET | PITTSFIELD | MA | 01201 | N/A | PC | OPERATING SUPPORT | $5,000 |
| CLARION CONCERTS | |||||||
| PO BOX 43 | COPAKE | NY | 12516 | N/A | PC | OPERATING SUPPORT | $3,000 |
| KRIPALU CENTER FOR YOGA HEALTH | |||||||
| PO BOX 309 | STOCKBRIDGE | MA | 01262 | N/A | PC | OPERATING SUPPORT | $5,000 |
| BERKSHIRE IMMIGRANT REFUGEE ADVOCAC | |||||||
| 67 EAST STREET | PITTSFIELD | MA | 01201 | N/A | PC | OPERATING SUPPORT | $10,000 |
| NONPROFIT CENTER OF THE BERKSHIRES | |||||||
| 40 RAILROAD STREET | GT BARRINGTON | MA | 01230 | N/A | PC | OPERATING SUPPORT | $2,000 |
| NORTHERN BERKSHIRE UNITED WAY | |||||||
| PO BOX 955 | NORTH ADAMS | MA | 01247 | N/A | PC | OPERATING SUPPORT | $5,000 |
| NUTSHELL PLAYHOUSE | |||||||
| 76 BRUNELL AVE | LENOX | MA | 01240 | N/A | PC | OPERATING SUPPORT | $1,000 |
| ROTARY CLUB OF PITTSFIELD | |||||||
| PO BOX 78 | PITTSFIELD | MA | 01201 | N/A | PC | OPERATING SUPPORT | $1,000 |
| SANDISFIELD ARTS RESTORATION | |||||||
| PO BOX 31 | SANDISFIELD | MA | 01255 | N/A | PC | OPERATING SUPPORT | $1,000 |
| THANKSGIVING ANGELS | |||||||
| 110 SOUTH STREET | PITTSFIELD | MA | 01201 | N/A | PC | OPERATING SUPPORT | $1,000 |
| DANIELLE LABLANC | |||||||
| 46 EMERSON AVENUE | PITTSFIELD | MA | 01201 | NONE | I | FURTHERING EDUCATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,007,485 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,997,405 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,407,773 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $153 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,405,331 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,405,331 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ARMAND V FEIGENBAUM 1994 TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SOUTH STREET | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $104,477 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING SERVICES | CategoryTxt |
| Amt | $72,671 | Amt |
| Net Investment Income | $36,336 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $36,335 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| DESK AND CHAIR | 2014-03-04 | $2,696 | $1,540 | SL | 7.0000 | $385 |
| PAPER SHREDDER | 2014-04-29 | $350 | $183 | SL | 7.0000 | $50 |
| DELL DUAL MONITORS W/STAN | 2014-11-13 | $885 | $561 | SL | 5.0000 | $177 |
| 4 DELL 9020 OPTIPLEX COMP | 2014-11-13 | $5,041 | $3,192 | SL | 5.0000 | $1,008 |
| 2 DELL 9030 OPTIPLEX COMP | 2014-11-13 | $2,995 | $1,897 | SL | 5.0000 | $599 |
| DELL POWEREDGE FILE SERVE | 2015-01-05 | $9,817 | $5,889 | SL | 5.0000 | $1,963 |
| DELL WRELSS KEYBRD & MOU | 2014-11-13 | $149 | $95 | SL | 5.0000 | $30 |
| RICOH COPIER/SCANNER/FAX | 2014-11-26 | $4,000 | $2,467 | SL | 5.0000 | $800 |
| BARCO WIRELESS PRESENTATI | 2015-03-25 | $1,695 | $932 | SL | 5.0000 | $339 |
| FORTINET WIFI SECURITY AP | 2015-03-25 | $893 | $492 | SL | 5.0000 | $179 |
| FORTINET WIRELESS DUAL RA | 2015-03-25 | $408 | $225 | SL | 5.0000 | $82 |
| NETGEAR PROSAFE RACK | 2015-03-25 | $618 | $341 | SL | 5.0000 | $124 |
| VISIO 50" TV | 2015-05-26 | $530 | $274 | SL | 5.0000 | $106 |
| VISIO 60" TV | 2015-05-26 | $800 | $413 | SL | 5.0000 | $160 |
| WIRING - NEW COMPUTER SYS | 2015-06-03 | $9,180 | $4,743 | SL | 5.0000 | $1,836 |
| COMPUTER NETWORK INSTALL | 2015-06-01 | $5,617 | $2,901 | SL | 5.0000 | $1,123 |
| OFFICE DESK CHAIR - (LJW) | 2017-09-19 | $1,088 | $39 | SL | 7.0000 | $155 |
| CREDENZA | 2018-01-17 | $4,288 | SL | 7.0000 | $562 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED SCHEDULE | BondNm |
| EOY Book Value | $6,022,606 | EOYBookValueAmt |
| EOYFMV | $5,901,094 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $52,183,720 | EOYBookValueAmt |
| EOYFMV | $55,707,250 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,696,882 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,650,206 | USGovtObligationsEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $8,072 | $2,681 | $5,391 | $5,391 |
| Machinery and Equipment | $42,978 | $33,181 | $9,797 | $9,797 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS ON FIXED ASSETS | Desc |
| BOY Book Value | $12,230 | BOYBookValueAmt |
| EOY Book Value | $12,230 | EOYBookValueAmt |
| EOYFMV | $12,230 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CABLE ACCESS | $1,712 | $1,712 |
| DUES AND SUBSCRIPTIONS | $521 | $521 |
| INSURANCE | $2,899 | $2,899 |
| MISCELLANEOUS | $1,343 | $1,343 |
| OFFICE SUPPLIES AND STATIONERY | $4,195 | $4,195 |
| POSTAGE | $1,070 | $1,070 |
| TELEPHONE | $4,088 | $4,088 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $153 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $11,345 | BOYBookValueAmt |
| EOY Book Value | $7,852 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMPUTER CONSULTING | $1,779 | $0 | $0 | $1,779 |
| IINVESTMENT EXPENSES | $441,656 | $441,656 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FILING FEES | $515 | $515 | |
| FOREIGN TAXES ON DIVIDENDS | $48,802 | $48,802 | |
| INCOME TAXES | $74,000 |
Comments