DOBBINS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DOBBINS FOUNDATION (EIN 13-4078241)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-10
- IRS object ID
- 202031929349100818
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-10T10:17:33-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 813123141 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kushi & Co PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 Henry Ave | AddressLine1Txt |
| City | Pittsfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134078241 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOBBINS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO MICHELE DODGE DIRECTOR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOBB | BusinessNameControlTxt |
| Phone | 4132385372 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 RIVER ROAD | AddressLine1Txt |
| City | WORTHINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01098 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE DOBBINS DODGE | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2020-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Raymond T Kushi Jr | PreparerPersonNm |
| PTIN | P00234045 | PTIN |
| Phone | 4134434731 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,791,361 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,196 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,196 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,196 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $21,543 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,543 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,543 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,118 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,290 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,118 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $46,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,857 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $22,739 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,742 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,742 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $15,909 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,909 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $439 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $439 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $33 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $44,123 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,123 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,273 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,123 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$82,416 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,734 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,739 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $773 | CashBOYAmt |
| Cash EOY | $773 | CashEOYAmt |
| Cash EOYFMV | $773 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $40,844 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,290 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,290 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $847,542 | CorporateStockBOYAmt |
| Corporate Stock EOY | $807,894 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,661,993 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,699 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,699 | InvstLandAccumDepreciationAmt |
| Other Investments BOY | $36,451 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,239 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $106,305 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $925,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $843,196 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,791,361 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,502 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,502 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $922,110 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $922,110 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $839,694 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $925,610 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $843,196 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $922,110 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$82,416 | ExcessRevenueOverExpensesAmt |
| Subtotal | $839,694 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $839,694 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 AMGENEN | P | 2009-11-06 | 2019-10-16 | $20,308 | $5,561 | $14,747 | $14,747 |
| 100 ANTHEM INC | P | 2012-02-08 | 2019-10-16 | $24,601 | $6,500 | $18,101 | $18,101 |
| 100 APPLIED MATERIALS | P | 2018-01-25 | 2019-10-16 | $5,162 | $5,608 | -$446 | -$446 |
| 200 CELGENE CORP | P | 2016-02-04 | 2019-06-12 | $19,275 | $20,663 | -$1,388 | -$1,388 |
| 200 CELGENE CORP | P | 2016-06-21 | 2019-06-12 | $19,275 | $19,296 | -$21 | -$21 |
| 1000 FORD MOTORS CORP | P | 2019-06-12 | 2019-06-12 | $9,883 | $13,590 | -$3,707 | -$3,707 |
| 100 PROCTOR & GAMBLE | P | 2005-06-16 | 2019-10-16 | $11,733 | $5,509 | $6,224 | $6,224 |
| 100 SCHLUMBERGER LTD | P | 2011-10-20 | 2019-10-24 | $3,446 | $6,847 | -$3,401 | -$3,401 |
| 100 SCHLUMBERGER LTD | P | 2012-06-06 | 2019-10-24 | $3,446 | $6,424 | -$2,978 | -$2,978 |
| 200 TENCENT HOLDINGS,INC | P | 2017-11-21 | 2019-10-08 | $8,161 | $11,174 | -$3,013 | -$3,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,118 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,707 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $98,017 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,684,582 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05819 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $98,675 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,952,427 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05054 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $93,797 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,994,067 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04704 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $88,915 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,951,696 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04556 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $85,930 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,751,478 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04906 | DistributionYr5Rt |
| Total Distribution | 0.250382 | TotalDistributionRt |
| Average Distribution | 0.050076 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,626,884 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $81,468 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $267 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $81,735 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $85,150 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $267 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $267 | SubtotalAmt |
| Tax Based On Investment Income | $267 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $275 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $275 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8 | OverpaymentAmt |
| Applied To ES Tax | $8 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUSHI & COMPANY PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4134434731 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 HENRY AVENUE | 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 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| HOLLY DOBBINS | ||||||
| 65 BRUNNELL AVENUE | LENOX | MA | 01240 | Director | 1.00 | $12,000 |
| MICHELE DOBBINS DODGE | ||||||
| 311 RIVER ROAD | WORTHINGTON | MA | 01098 | Director | 1.00 | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,608,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,956 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,651,659 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,651,659 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,775 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,626,884 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $267 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $267 | TotalTaxAmt |
| Distributable Before Adj | $81,077 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $81,077 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $81,077 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,150 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $85,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $267 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $84,883 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,077 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $83,142 | UndistributedIncomePYAmt |
| Qualifying Distributions | $85,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $83,142 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,008 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $79,069 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YMCA | |||||||
| 292 NORTH ST | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $9,000 |
| BERKSHIRE HUMANE SOCIETY | |||||||
| 108 CADWELL RD | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $7,000 |
| BERKSHIRE THEATRE GROUP | |||||||
| 6 EAST MAIN ST | STOCKBRIDGE | MA | 01262 | N/A | PUBLIC | PROGRAM | $5,000 |
| TRUSTEES OF RESERVATIONS | |||||||
| 1 SARGENT RD | STOCKBRIDGE | MA | 01262 | N/A | PUBLIC | PROGRAM | $2,500 |
| BARRINGTON STAGE CO | |||||||
| 30 UNION STREET | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $5,000 |
| VENTFORT HALL ASSOCIATION INC | |||||||
| 104 WALKER ST | LENOX | MA | 01240 | N/A | PUBLIC | PROGRAM | $20,000 |
| NORMAN ROCKWELL MUSEUM | |||||||
| 9 GLENDALE RD | STOCKBRIDGE | MA | 01262 | N/A | PUBLIC | PROGRAM | $1,000 |
| HANCOCK SHAKER VILLAGE | |||||||
| ROUTE 20 | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $7,500 |
| CHRISTIAN CENTER OF PITTSFIELD | |||||||
| 193 ROBBINS AVE | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $8,000 |
| FRIENDS OF TANGLEWOOD | |||||||
| ROUTE 183 | LENOX | MA | 01240 | N/A | PUBLIC | PROGRAM | $750 |
| BERKSHIRE BOTANICAL GARDEN | |||||||
| ROUTE 102 | STOCKBRIDGE | MA | 01262 | N/A | PUBLIC | PROGRAM | $1,000 |
| MASS MOCA | |||||||
| 87 MARSHALL ST | NORTH ADAMS | MA | 01247 | N/A | PUBLIC | PROGRAM | $1,500 |
| ST LAWRENCE UNIVERSITY | |||||||
| 23 RANODA DRIVE | CANTON | NY | 13617 | N/A | PUBLIC | PROGRAM | $200 |
| CLARK ART INSTITUTE | |||||||
| 225 SOUTH ST | WILLIAMSTOWN | MA | 01267 | N/A | PUBLIC | PROGRAM | $1,200 |
| COMMUNITY ACCESS TO THE ARTS CATA | |||||||
| 40 RAILROAD ST | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC | PROGRAM | $500 |
| CHESTER THEATRE COMPANY | |||||||
| 4 MAIN STREET | CHESTER | MA | 01011 | N/A | PUBLIC | PROGRAM | $1,000 |
| NUTSHELL PLAYHOUSE INC | |||||||
| 46 BRUNNELL AVENUE | LENOX | MA | 01240 | N/A | PUBLIC | PROGRAM | $500 |
| MISS HALLS SCHOOL | |||||||
| 492 HOLMES ROAD | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $1,000 |
| JACOBS PILLOW | |||||||
| 358 GEORGE CARTER RD | BECKET | MA | 01223 | N/A | PUBLIC | PROGRAM | $2,000 |
| MASS AUDUBON SOCIETY | |||||||
| 208 SOUTH GREAT POND RD | LINCOLN | MA | 01773 | PUBLIC | PROGRAM | $1,000 | |
| GUTHRIE CENTER | |||||||
| 2 Van Deusenville Rd | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC | PROGRAM | $1,000 |
| LENOX LIBRARY | |||||||
| 18 MAIN ST | LENOX | MA | 01240 | N/A | PUBLIC | PROGRAM | $500 |
| THE MOUNT | |||||||
| 2 PLUNKETT ST | LENOX | MA | 01240 | N/A | PUBLIC | PROGRAM | $1,000 |
| ELIZABETH FREEMAN CENTER | |||||||
| 43 FRANCIS AVE | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $1,000 |
| WORTHINGTON LIBRARY | |||||||
| 1 HUNTINGTON RD | WORTHINGTON | MA | 01098 | N/A | PUBLIC | PROGRAM | $500 |
| MICHAEL J FOX FDN | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PUBLIC | PROGRAM | $1,000 |
| 18 DEGREES | |||||||
| 220 RUSSEL STREET 200 | HADLEY | MA | 01035 | NONE | PUBLIC | PROGRAM | $1,000 |
| HILLTOWN LAND TRUST | |||||||
| 332 BULLITT RD | ASHFIELD | MA | 01330 | NONE | PUBLIC | PROGRAM | $500 |
| BERKSHIRE HISTORICAL SOCIETY | |||||||
| 780 HOLMES RD | PITTSFIELD | MA | 01201 | NONE | PUBLIC | PROGRAM | $1,000 |
| FIRST CONGREGATIONAL CHURCH WORTHINGTON | |||||||
| MAIN ROAD | CHESTERFIELD | MA | 01012 | NONE | PUBLIC | PROGRAM | $1,000 |
| NEW ENGLAND NORDIC SKIING ASSOCIATI | |||||||
| 49 PINELAND DRIVE | NEW GLOUCESTER | ME | 04260 | PUBLIC | PROGRAM | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,196 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,543 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,118 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,739 | ExclusionAmt |
| Related Or Exempt Function Incm | $24,118 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,857 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DELAWARE ANNUAL REPORT | $422 | $422 | $0 | $0 |
| KUSHI & MYERS, PC | $3,320 | $3,320 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 400 AMGEN INC. | $22,023 | $96,428 |
| 1000 MICROSOFT CORP | $33,172 | $157,700 |
| 50 BOOKING HLDGS INC. | $10,858 | $102,687 |
| 200 PROCTER & GAMBLE CO. | $11,018 | $24,980 |
| 500 JOHNSON & JOHNSON | $29,943 | $72,935 |
| 200 SCHLUMBERGER LTD | ||
| 200 PHILIP MORRIS INTL INC | $9,737 | $17,018 |
| 600 VANGUARD EMERGING MARKETS ETF | $24,212 | $26,682 |
| 1000 FORD MOTOR CO | ||
| 500 JPMORGAN CHASE & CO | $16,104 | $69,700 |
| 400 THERMO FISHER SCIENTIFIC INC | $18,615 | $129,948 |
| 400 ANTHEM INC | $26,000 | $120,812 |
| 400 AMERICAN TOWER REIT COM | $29,897 | $91,928 |
| 400 QUALCOMM INC | $25,539 | $35,292 |
| 1000 ROCHE HOLDINGS LTD ADR | $32,584 | $40,660 |
| 1000 WILLIAMS CO INC | $34,008 | $23,720 |
| 400 PALO ALTO NETWORKS INC | $28,028 | $92,500 |
| 200 AMERICAN EXPRESS COMPANY | $16,541 | $24,898 |
| 300 ALIBABA GRP HOLDING | $25,863 | $63,630 |
| 400 CELEGENE CORP | ||
| 200 APPLE INC | $32,617 | $58,730 |
| 1000 HALOZYME THERAPEUTICS | $15,951 | $17,730 |
| 200 TENCENT HOLDINGS LLD | ||
| 200 SCHWABB CHARLES COM NEW | $9,699 | $9,512 |
| 200 SALESFORCE.COM | $29,600 | $32,528 |
| 300 FACEBOOK INC | $49,627 | $61,575 |
| 400 CVS HEALTH CORP | $31,771 | $29,716 |
| 100 CONSTELLATION BRANDS | $20,548 | $18,975 |
| 1000 BANK OF AMERICA | $31,587 | $35,220 |
| 200 BAIDU INC ADR | $44,577 | $25,280 |
| 400 APPLIED MATERIALS, INC | $22,054 | $24,416 |
| 40 AMAZON.COM | $58,007 | $73,914 |
| 40 ALPHABET INC | $45,834 | $53,481 |
| 100 UNITED HEALTH GROUP | $21,880 | $29,398 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $1,699 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,699 | AccumulatedDepreciationAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 500 INVESTCO QQQ | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $12,239 | BookValueAmt |
| EOYFMV | $106,305 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE | Desc |
| Revenue And Expenses Per Books | $33 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $33 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ESCROW ACCOUNT | $3,500 | $3,500 |
| Rounding | $2 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELLS FARGO PIM FEE | CategoryTxt |
| Amt | $15,909 | Amt |
| Net Investment Income | $15,909 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES ON INVESTMENTS | CategoryTxt |
| Amt | $439 | Amt |
| Net Investment Income | $439 | NetInvestmentIncomeAmt |
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