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THE VELMANS FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE VELMANS FOUNDATION INC (EIN 13-3321706)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-29
IRS object ID
202041819349101019
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-29T14:58:01-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042530803PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SMITH WATSON & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17 NORTH ST SUITE 205AddressLine1Txt
CityPITTSFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133321706EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE VELMANS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVELMBusinessNameControlTxt
Phone4132292709PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 178AddressLine1Txt
CitySHEFFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01257ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAULINE VELMANSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4132292709PhoneNum
Signature2020-05-25SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY BELAIRPreparerPersonNm
PTINP00845921PTIN
Phone4134649940PhoneNum
Preparation2020-06-15PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$260,821FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,831ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6,876InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,876InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6,876InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$3,893DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,893DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,893DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$30NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$116,231GrossSalesPriceAmt
Total Rev And Expnss$13,570TotalRevAndExpnssAmt
Total Net Invst Incm$10,769TotalNetInvstIncmAmt
Total Adj Net Incm$10,769TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,620AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,310AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,310AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,254OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,254OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$72TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$50OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$50OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,046TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,614TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,360TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$55,230ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$55,230ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$60,276TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,614TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$56,590TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$46,706ExcessRevenueOverExpensesAmt
Net Investment Income$7,155NetInvestmentIncomeAmt
Adjusted Net Income$10,769AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst EOY$17,132SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,132SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$27,056USGovernmentObligationsBOYAmt
US Government Obligations EOY$32,106USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$7,893USGovtObligationsEOYFMVAmt
Corporate Stock BOY$97,778CorporateStockBOYAmt
Corporate Stock EOY$95,211CorporateStockEOYAmt
Corporate Stock EOYFMV$121,734CorporateStockEOYFMVAmt
Corporate Bonds BOY$180,713CorporateBondsBOYAmt
Corporate Bonds EOY$110,509CorporateBondsEOYAmt
Corporate Bonds EOYFMV$114,062CorporateBondsEOYFMVAmt
Total Assets BOY$305,547TotalAssetsBOYAmt
Total Assets EOY$254,958TotalAssetsEOYAmt
Total Assets EOYFMV$260,821TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,955AccountsPayableBOYAmt
Accounts Payable EOY$72AccountsPayableEOYAmt
Total Liabilities BOY$3,955TotalLiabilitiesBOYAmt
Total Liabilities EOY$72TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$301,592NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$254,886NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$301,592TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$254,886TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$305,547TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$254,958TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$301,592TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$46,706ExcessRevenueOverExpensesAmt
Subtotal$254,886SubtotalAmt
Tot Net Ast Or Fund Balances EOY$254,886TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$115,466GrossSalesPriceAmt
Cost Or Other Basis$116,261CostOrOtherBasisAmt
Gain Or Loss-$795GainOrLossAmt
Gains Minus Excess Or Losses-$795GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$30CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$50,760AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$329,263NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.154162DistributionYr1Rt
Adjusted Qlfy Distri Yr2$68,056AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$350,129NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.194374DistributionYr2Rt
Adjusted Qlfy Distri Yr3$15,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$371,280NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.041747DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$360,127NetVlNoncharitableAssetsYr4Amt
Adjusted Qlfy Distri Yr5$15,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$376,800NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.039809DistributionYr5Rt
Total Distribution0.430092TotalDistributionRt
Average Distribution0.107523AverageDistributionRt
Net Vl Noncharitable Assets$294,375NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$31,652AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$72NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$31,724AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$56,590QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$72InvestmentIncomeExciseTaxAmt
Subtotal$72SubtotalAmt
Tax Based On Investment Income$72TaxBasedOnInvestmentIncomeAmt
Tax Due$72TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPAULINE VELMANSIndividualWithBooksNm
Phone4132292709PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 178AddressLine1Txt
CitySHEFFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01257ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPAULINE VELMANSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 178AddressLine1Txt
CitySHEFFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01257ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$289,098AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,760AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$298,858TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$298,858AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,483CashDeemedCharitableAmt
Net Vl Noncharitable Assets$294,375NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,719MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,719MinimumInvestmentReturnAmt
Tax Based On Investment Income$72TaxBasedOnInvestmentIncomeAmt
Total Tax$72TotalTaxAmt
Distributable Before Adj$14,647DistributableBeforeAdjAmt
Distributable Before Ded$14,647DistributableBeforeDedAmt
Distributable As Adjusted$14,647DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$56,590ExpensesAndContributionsAmt
Qualifying Distributions$56,590QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$72PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$56,518AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,647DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$51,438ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$34,551ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$85,989TotalExcessDistributionCyovAmt
Qualifying Distributions$56,590QualifyingDistributionsAmt
Applied To Current Year$14,647AppliedToCurrentYearAmt
Remaining Distri From Corpus$41,943RemainingDistriFromCorpusAmt
Total Corpus$127,932TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$127,932ExcessDistriCyovToNextYrAmt
Excess From Year2$51,438ExcessFromYear2Amt
Excess From Year1$34,551ExcessFromYear1Amt
Excess From Current Year$41,943ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN RED CROSS
PO BOX 37839BOONEIA500370839501(C)(3)SUPPORT CHARITABLE ACTIVITIES$250
BERKSHIRE AGRICULTURAL VENTURES
314 MAIN ST STE 11GREAT BARRINGTONMA01230501(C)(3)SUPPORT CHARITABLE ACTIVITIES$250
BERKSHIRE GROWN
75 SOUTH CHURCH STPITTSFIELDMA01201501(C)(3)SUPPORT CHARITABLE ACTIVITIES$1,250
CLOSE ENCOUNTERS WITH MUSIC
PO BOX 34GREAT BARRINGTONMA01230501(C)(3)SUPPORT CHARITABLE ACTIVITIES$2,000
COMMUNITY ACCESS TO THE ARTS
40 RAILROAD STGREAT BARRINGTONMA01230501(C)(3)SUPPORT CHARITABLE ACTIVITIES$250
CONSTRUCT INC
41 MAHAIWE STGREAT BARRINGTONMA01230501(C)(3)SUPPORT CHARITABLE ACTIVITIES$1,000
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006501(C)(3)SUPPORT CHARITABLE ACTIVITIES$500
EAGLE FUND BTCF
800 N MAIN STSHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$50
ELDER SERVICES OF BERKSHIRE COUNTY
877 SOUTH ST STE 4EPITTSFIELDMA01201501(C)(3)SUPPORT CHARITABLE ACTIVITIES$200
FAIRVIEW HOSPITAL FUND
29 LEWIS AVEGREAT BARRINGTONMA01230501(C)(3)SUPPORT CHARITABLE ACTIVITIES$1,000
FIRST CONGREGATIONAL CHURCH - FOOD
PO BOX 387SHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$250
FLYING CLOUD INSTITIUTE
352 MAIN ST SUITE 212GREAT BARRINGTONMA01230501(C)(3)SUPPORT CHARITABLE ACTIVITIES$250
FRIENDS OF SHEFFIELD SENIOR CENTER
25 COOK RDSHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$250
FRIENDS OF THE BUSHNELL-SAGE MEMORI
48 MAIN STSHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$250
HEVREH OF SOUTHERN BERKSHIRE INC
270 STATE RDGREAT BARRINGTONMA01230501(C)(3)SUPPORT CHARITABLE ACTIVITIES$180
HOSPICE CARE OF THE BERKSHIRES
444 STOCKBRIDGE RDGREAT BARRINGTONMA01230501(C)(3)SUPPORT CHARITABLE ACTIVITIES$250
JEWISH FEDERATION OF THE BERKSHIRES
196 SOUTH STPITTSFIELDMA01201501(C)(3)SUPPORT CHARITABLE ACTIVITIES$750
LEARNING ALLY
20 ROSZEL RDPRINCETONNJ08540501(C)(3)SUPPORT CHARITABLE ACTIVITIES$100
LITERACY NETWORK
100 MAIN STLEEMA01238501(C)(3)SUPPORT CHARITABLE ACTIVITIES$1,000
MAHAIWE PERFORMING ARTS CENTER
91 MAIN STSHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$2,500
MULTICULTURAL BRIDGE
17 MAIN ST SUITE B3LEEMA01236501(C)(3)SUPPORT CHARITABLE ACTIVITIES$100
NAF
218 WEST 40TH ST 5TH FLOONEW YORKNY10018501(C)(3)SUPPORT CHARITABLE ACTIVITIES$25,000
NEW WORLD ENDOWMENT FUND
153 BOW WOW RDSHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$250
PINE GROVE CEMETERY ASSOCIATION
PO BOX 654SHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$1,000
PLANNED PARENTHOOD
123 WILLIAM ST NO 10NEW YORKNY10038501(C)(3)SUPPORT CHARITABLE ACTIVITIES$300
RAILROAD STREET YOUTH PROJECT
PO BOX 1339SHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$1,000
SHEFFIELD CULTURAL COUNCIL
21 DEPOT SQUARESHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$250
SHEFFIELD FIRE DEPARTMENT
PO BOX 860SHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$250
SHEFFIELD HISTORICAL SOCIETY
404 LEGEYT RDSHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$250
SHEFFIELD LAND TRUST
PO BOX 940SHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$1,000
SHEFFIELD POLICE DEPARTMENT
10 S MAIN STSHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$100
SHEFFIELD VOLUNTEER HOSE
65 DEPOT SQUARESHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$100
THE FOUNDATION FOR THE JEWISH HISTO
44 SOUTH BAYLES AVE ROOMPORT WASHINGTONNY11050501(C)(3)SUPPORT CHARITABLE ACTIVITIES$1,000
THE POLLINATION PROJECT FOUNDATION
1569 SOLANO AVE 643BERKLEYCA94707501(C)(3)SUPPORT CHARITABLE ACTIVITIES$10,000
VOLUNTEERS IN MEDICINE
318 CENTRAL AVENUEALBANYNY12206501(C)(3)SUPPORT CHARITABLE ACTIVITIES$1,000
WAMC
402 HANCOCK RDWILLAMSTOWNMA01267501(C)(3)SUPPORT CHARITABLE ACTIVITIES$1,000
WMHT
4 GLOBAL VIEWTROYNY12180501(C)(3)SUPPORT CHARITABLE ACTIVITIES$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$55,230TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,876ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,893ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$30ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,739ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,739TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,620Amt
Net Investment Income$1,310NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,310DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY 5000$5,030$5,002
SEMPRA ENERGY 2000$2,011$2,000
GOLDMAN SACHS GROUP INC 5000$4,995$4,987
GENERAL MOTORS 5000$5,089$5,050
MORGAN STANLEY 5000$5,059$5,047
HEWLETT PACKARD 20000$19,897$20,897
LAB CORP OF AMERICA HOLDINGS 15000$15,245$15,877
CATERPILLAR FINANCIAL 15000$15,138$16,012
GOLDMAN SACHS 26000$27,599$28,908
US BANCORP 10000$10,446$10,282
AMAZON 25000
BERKSHIRE HATHAWAY 5000
BERKSHIRE HATHAWAY 15000
DUKE ENERGY 10000
EASTMAN CHEM 3000
EXPRESS SCRIPTS 5000
GOLDMAN SACHS GROUP INC 6000
HARTFORD FINANCIAL 10000
JP MORGAN CHASE 20000
LEGG MASON 6000
RYDER SYSTEM INC 7000

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3M COMPANY 45$7,000$7,939
DOW / DUPONT 0
DOW INC 50$3,116$2,737
DUPONT DE NEMOURS 50$4,573$3,210
CORTEVA INC 0
DUKE ENERGY 100$8,203$9,121
GARRETT MOTION INC 10$109$100
HONEYWELL INTERNATIONAL 100$9,767$17,700
MCDONALDS 70$9,337$13,833
MERCK & CO 125$6,791$11,369
MICROSOFT 89$5,319$14,035
RESIDEO TECH 16$282$191
WALT DISNEY CO 28$2,799$4,050
IRON MOUNTAIN 125$4,466$3,984
WEYERHAEUSER CO 250$8,688$7,550
CALAMOS CONVERT OPP & INC FD 1700$17,827$18,700
ISHARES CORPORATE BONDS 132$6,934$7,215

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$32,106USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$7,893USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
FILING FEES$100$50$50

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$2,254Amt
Net Investment Income$2,254NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINCOME TAXES - FEDERALCategoryTxt
Amt$72Amt

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