DOBBINS FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
DOBBINS FOUNDATION (EIN 13-4078241)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-20
IRS object ID
201911409349100551
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-20T07:43:45-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN813123141PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Kushi & Co PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121 Henry AveAddressLine1Txt
CityPittsfieldCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134078241EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DOBBINS FOUNDATIONBusinessNameLine1Txt
Business Name Line2CO MICHELE DODGE DIRECTORBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDOBBBusinessNameControlTxt
Phone4132385372PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1311 RIVER ROADAddressLine1Txt
CityWORTHINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01098ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELE DOBBINS DODGEPersonNm
Person TitleDirectorPersonTitleTxt
Signature2019-05-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRaymond T Kushi JrPreparerPersonNm
PTINP00234045PTIN
Phone4134434731PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,448,849FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,826InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,826InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,826InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$26,244DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,244DividendsNetInvstIncmAmt
Dividends Adj Net Incm$26,244DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$774,808NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$468,008GrossSalesPriceAmt
Total Rev And Expnss-$746,738TotalRevAndExpnssAmt
Total Net Invst Incm$28,070TotalNetInvstIncmAmt
Total Adj Net Incm$28,070TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$24,000CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,631AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,631AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$15,750OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,750OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$234TaxesRevAndExpnssAmt
Taxes Net Invst Incm$234TaxesNetInvstIncmAmt
Printing And Pub Rev And Expnss$153PrintingAndPubRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$43,768TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,615TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$98,102ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$98,102ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$141,870TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,615TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$98,102TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$888,608ExcessRevenueOverExpensesAmt
Net Investment Income$8,455NetInvestmentIncomeAmt
Adjusted Net Income$28,070AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$868CashBOYAmt
Cash EOY$773CashEOYAmt
Cash EOYFMV$773CashEOYFMVAmt
Sav And Temp Cash Invst BOY$46,501SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$40,844SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$40,844SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,730,398CorporateStockBOYAmt
Corporate Stock EOY$847,542CorporateStockEOYAmt
Corporate Stock EOYFMV$1,330,102CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$1,699InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$1,699InvstLandAccumDepreciationAmt
Other Investments BOY$36,451OtherInvestmentsBOYAmt
Other Investments EOY$36,451OtherInvestmentsEOYAmt
Other Investments EOYFMV$77,130OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,814,218TotalAssetsBOYAmt
Total Assets EOY$925,610TotalAssetsEOYAmt
Total Assets EOYFMV$1,448,849TotalAssetsEOYFMVAmt
Other Liabilities BOY$3,500OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,500OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,500TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,500TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,810,718UnrestrictedBOYAmt
Unrestricted EOY$922,110UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,810,718TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$922,110TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,814,218TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$925,610TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,810,718TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$888,608ExcessRevenueOverExpensesAmt
Subtotal$922,110SubtotalAmt
Tot Net Ast Or Fund Balances EOY$922,110TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
15000 GENERAL ELECTRICP2000-02-172018-02-22$246,857$695,580-$448,723-$448,723
5000 GENERAL ELECTRICP2000-02-172018-11-06$48,414$224,380-$175,966-$175,966
5000 GENERAL ELECTRICP2000-02-172018-11-08$45,556$224,015-$178,459-$178,459
20 BOOKING HLDGS, INCP2000-05-242018-10-31$37,639$4,343$33,296$33,296
400 ACADIA PHARMACEUTICALS INCP2017-04-192018-04-09$6,736$13,015-$6,279-$6,279
600 ACADIA PHARMACEUTICALS INCP2018-02-122018-04-09$10,104$17,466-$7,362-$7,362
1000 MICRON TECHNOLOGY INCP2016-03-302018-09-12$41,593$10,500$31,093$31,093
300 SCHLUMBERGER LTDP2007-07-122018-10-31$17,781$26,655-$8,874-$8,874
100 SCHLUMBERGER LTDP2011-10-202018-10-31$5,218$6,848-$1,630-$1,630
200 TENCENT HOLDINGS,INCP2017-11-212018-10-31$6,797$11,174-$4,377-$4,377
1000 WEATHERFORD ITERNATIONAL LTDP2015-08-202018-10-31$1,313$8,840-$7,527-$7,527
FieldValueIRS element (for citing)
Capital Gain Net Income-$774,808CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$18,018NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$98,675AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,952,427NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05054DistributionYr1Rt
Adjusted Qlfy Distri Yr2$93,797AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,994,067NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04704DistributionYr2Rt
Adjusted Qlfy Distri Yr3$88,915AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,951,696NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04556DistributionYr3Rt
Adjusted Qlfy Distri Yr4$85,930AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,751,478NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04906DistributionYr4Rt
Adjusted Qlfy Distri Yr5$72,160AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,738,432NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04151DistributionYr5Rt
Total Distribution0.233706TotalDistributionRt
Average Distribution0.046741AverageDistributionRt
Net Vl Noncharitable Assets$1,684,582NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$78,739AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$85NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$78,824AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$98,102QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$85InvestmentIncomeExciseTaxAmt
Subtotal$85SubtotalAmt
Tax Based On Investment Income$85TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$360EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$360TotalPaymentsAndCreditsAmt
Overpayment$275OverpaymentAmt
Applied To ES Tax$275AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KUSHI & COMPANY PCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4134434731PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line121 HENRY AVENUEAddressLine1Txt
CityPITTSFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01201ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
HOLLY DOBBINS
65 BRUNNELL AVENUELENOXMA01240Director1.00$12,000
MICHELE DOBBINS DODGE
311 RIVER ROADWORTHINGTONMA01098Director1.00$12,000
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,662,744AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$47,492AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,710,236TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,710,236AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,654CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,684,582NetVlNoncharitableAssetsAmt
Minimum Investment Return$84,229MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$84,229MinimumInvestmentReturnAmt
Tax Based On Investment Income$85TaxBasedOnInvestmentIncomeAmt
Total Tax$85TotalTaxAmt
Distributable Before Adj$84,144DistributableBeforeAdjAmt
Distributable Before Ded$84,144DistributableBeforeDedAmt
Distributable As Adjusted$84,144DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$98,102ExpensesAndContributionsAmt
Qualifying Distributions$98,102QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$85PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$98,017AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$84,144DistributableAsAdjustedAmt
Undistributed Income PY$97,100UndistributedIncomePYAmt
Qualifying Distributions$98,102QualifyingDistributionsAmt
Applied To Year1$97,100AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,002AppliedToCurrentYearAmt
Undistributed Income CY$83,142UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
YMCA
292 NORTH STPITTSFIELDMA01201N/APUBLICPROGRAM$15,000
BERKSHIRE HUMANE SOCIETY
108 CADWELL RDPITTSFIELDMA01201N/APUBLICPROGRAM$10,000
BERKSHIRE THEATRE GROUP
6 EAST MAIN STSTOCKBRIDGEMA01262N/APUBLICPROGRAM$9,000
TRUSTEES OF RESERVATIONS
1 SARGENT RDSTOCKBRIDGEMA01262N/APUBLICPROGRAM$2,500
BARRINGTON STAGE CO
30 UNION STREETPITTSFIELDMA01201N/APUBLICPROGRAM$8,150
VENTFORT HALL ASSOCIATION INC
104 WALKER STLENOXMA01240N/APUBLICPROGRAM$20,052
NORMAN ROCKWELL MUSEUM
9 GLENDALE RDSTOCKBRIDGEMA01262N/APUBLICPROGRAM$1,500
HANCOCK SHAKER VILLAGE
ROUTE 20PITTSFIELDMA01201N/APUBLICPROGRAM$3,500
CHRISTIAN CENTER OF PITTSFIELD
193 ROBBINS AVEPITTSFIELDMA01201N/APUBLICPROGRAM$7,000
FRIENDS OF TANGLEWOOD
ROUTE 183LENOXMA01240N/APUBLICPROGRAM$750
BERKSHIRE BOTANICAL GARDEN
ROUTE 102STOCKBRIDGEMA01262N/APUBLICPROGRAM$1,000
MASS MOCA
87 MARSHALL STNORTH ADAMSMA01247N/APUBLICPROGRAM$1,500
ST LAWRENCE UNIVERSITY
23 RANODA DRIVECANTONNY13617N/APUBLICPROGRAM$200
CLARK ART INSTITUTE
225 SOUTH STWILLIAMSTOWNMA01267N/APUBLICPROGRAM$1,200
COMMUNITY ACCESS TO THE ARTS CATA
40 RAILROAD STGREAT BARRINGTONMA01230N/APUBLICPROGRAM$500
CHESTER THEATRE COMPANY
4 MAIN STREETCHESTERMA01011N/APUBLICPROGRAM$1,000
NUTSHELL PLAYHOUSE INC
46 BRUNNELL AVENUELENOXMA01240N/APUBLICPROGRAM$500
JACOBS PILLOW
358 GEORGE CARTER RDBECKETMA01223N/APUBLICPROGRAM$2,000
MASS AUDUBON SOCIETY
208 SOUTH GREAT POND RDLINCOLNMA01773PUBLICPROGRAM$1,250
GUTHRIE CENTER
2 Van Deusenville RdGREAT BARRINGTONMA01230N/APUBLICPROGRAM$1,000
LENOX LIBRARY
18 MAIN STLENOXMA01240N/APUBLICPROGRAM$500
THE MOUNT
2 PLUNKETT STLENOXMA01240N/APUBLICPROGRAM$1,000
ELIZABETH FREEMAN CENTER
43 FRANCIS AVEPITTSFIELDMA01201N/APUBLICPROGRAM$1,000
WORTHINGTON LIBRARY
1 HUNTINGTON RDWORTHINGTONMA01098N/APUBLICPROGRAM$500
MICHAEL J FOX FDN
PO BOX 4777NEW YORKNY10163NONEPUBLICPROGRAM$1,000
BERKSHIRE CHILDREN AND FAMILIES
220 RUSSEL STREET 200HADLEYMA01035NONEPUBLICPROGRAM$1,000
HILLTOWN LAND TRUST
332 BULLITT RDASHFIELDMA01330NONEPUBLICPROGRAM$500
BERKSHIRE HISTORICAL SOCIETY
780 HOLMES RDPITTSFIELDMA01201NONEPUBLICPROGRAM$1,000
FIRST CONGREGATIONAL CHURCH WORTHINGTON
MAIN ROADCHESTERFIELDMA01012NONEPUBLICPROGRAM$1,000
NEW ENGLAND NORDIC SKIING ASSOCIATI
49 PINELAND DRIVENEW GLOUCESTERME04260PUBLICPROGRAM$1,000
BERKSHIRE DREAM CENTER
475 TYLER STREETPITTSFIELDMA01201NONEPUBLICPROGRAM$1,000
IS183 ART SCHOOL OF BERKSHIRES
13 WALLARD HILL ROADSTOCKBRIDGEMA01262NONEPUBLICPROGRAM$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$98,102TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,826ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,244ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$774,808RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$28,070ExclusionAmt
Related Or Exempt Function Incm-$774,808RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$746,738TotalIncomeProducingActyAmt

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 (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DELAWARE ANNUAL REPORT$406$406$0$0
KUSHI & MYERS, PC$3,225$3,225$0$0

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemMachinery and EquipmentCategoryOrItemTxt
Cost Or Other Basis$1,699CostOrOtherBasisAmt
Accumulated Depreciation$1,699AccumulatedDepreciationAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescESCROW ACCOUNTDesc
BOY Book Value$3,500BOYBookValueAmt
EOY Book Value$3,500EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryWELLS FARGO PIM FEECategoryTxt
Amt$15,750Amt
Net Investment Income$15,750NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES ON INVESTMENTSCategoryTxt
Amt$234Amt
Net Investment Income$234NetInvestmentIncomeAmt

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