BERKSHIRE BANK FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BERKSHIRE BANK FOUNDATION INC (EIN 04-3365869)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-09
- IRS object ID
- 201931299349100008
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-09T06:53:21-07:00 | 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 | 043365869 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKSHIRE BANK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERK | BusinessNameControlTxt |
| Phone | 4132363733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1308 | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI GAZZILLO-KIELY | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY J CLAIRMONT | PreparerPersonNm |
| PTIN | P01259587 | PTIN |
| Phone | 4134993733 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,844,570 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $679,790 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $679,790 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,624,445 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,599,561 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,624,445 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,304,235 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,304,235 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $185,885 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $185,885 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $12,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $165,774 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $138,886 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $26,888 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,228 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $676 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $262,678 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $262,678 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $649,065 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $139,562 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $487,951 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,744,728 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,406,927 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,393,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $139,562 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,894,878 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $910,442 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,164,673 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,058,550 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $244,042 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $244,042 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $253,028 | AcctRcvblAmt |
| Acct Rcvbl EOY | $253,028 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $253,028 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $27,288 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,736 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,736 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $23,178,540 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,040,801 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,235,728 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $101,749 | OtherAssetsBOYAmt |
| Other Assets EOY | $106,036 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $106,036 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,366,127 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,649,643 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,844,570 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $26,210 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $28,938 | AccountsPayableEOYAmt |
| Grants Payable BOY | $448,737 | GrantsPayableBOYAmt |
| Grants Payable EOY | $819,083 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $474,947 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $848,021 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $23,891,180 | UnrestrictedBOYAmt |
| Unrestricted EOY | $24,801,622 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,891,180 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,801,622 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,366,127 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,649,643 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,891,180 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $910,442 | ExcessRevenueOverExpensesAmt |
| Subtotal | $24,801,622 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $24,801,622 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (223 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 28321 Virtus Classic SEIX Floating Rate High Income Fund | P | 2017-01-01 | 2018-01-01 | $236,170 | $248,353 | -$12,183 | -$12,183 |
| 1735 Ishares 3-7 Year Treasury Bond | P | 2017-01-01 | 2018-01-01 | $207,118 | $211,943 | -$4,825 | -$4,825 |
| 2555 Ishares MBS | P | 2017-01-01 | 2018-01-01 | $265,174 | $271,928 | -$6,754 | -$6,754 |
| 1430 Ishares Intermediate Corporate Bond | P | 2017-01-01 | 2018-01-01 | $152,213 | $157,681 | -$5,468 | -$5,468 |
| 840 Vanguard Short-term Corporate Bond | P | 2017-01-01 | 2018-01-01 | $65,439 | $67,229 | -$1,790 | -$1,790 |
| 16 Allergan PLC | P | 2017-01-01 | 2018-01-01 | $2,747 | $3,702 | -$955 | -$955 |
| 307 AMC Network Inc | P | 2017-01-01 | 2018-01-01 | $17,642 | $16,739 | $903 | $903 |
| 56 Apple Inc | P | 2017-01-01 | 2018-01-01 | $10,515 | $9,116 | $1,399 | $1,399 |
| 383 Applied Materials | P | 2017-01-01 | 2018-01-01 | $15,552 | $19,220 | -$3,668 | -$3,668 |
| 72 BAE Systems PLC | P | 2017-01-01 | 2018-01-01 | $2,457 | $2,318 | $139 | $139 |
| 152 Bank of America Corp | P | 2017-01-01 | 2018-01-01 | $4,656 | $4,223 | $433 | $433 |
| 10 Blackrock Inc. | P | 2017-01-01 | 2018-01-01 | $5,424 | $4,763 | $661 | $661 |
| 13 Chubb Corp | P | 2017-01-01 | 2018-01-01 | $1,726 | $1,982 | -$256 | -$256 |
| 10 Citigroup | P | 2017-01-01 | 2018-01-01 | $689 | $738 | -$49 | -$49 |
| 12 Cummins Inc | P | 2017-01-01 | 2018-01-01 | $1,714 | $2,149 | -$435 | -$435 |
| 45 Danaher Corp | P | 2017-01-01 | 2018-01-01 | $4,507 | $4,146 | $361 | $361 |
| 37 Delta Air Lines Inc | P | 2017-01-01 | 2018-01-01 | $2,088 | $1,869 | $219 | $219 |
| 371 Dish Network Corp | P | 2017-01-01 | 2018-01-01 | $12,429 | $22,630 | -$10,201 | -$10,201 |
| 55 Disney Walt Co | P | 2017-01-01 | 2018-01-01 | $6,147 | $5,887 | $260 | $260 |
| 25 Dominion Energy, Inc | P | 2017-01-01 | 2018-01-01 | $1,820 | $2,014 | -$194 | -$194 |
| 6 Exxon Mobil Corp | P | 2017-01-01 | 2018-01-01 | $469 | $533 | -$64 | -$64 |
| 129 Facebook Inc | P | 2017-01-01 | 2018-01-01 | $21,224 | $19,243 | $1,981 | $1,981 |
| 12 Fortive Corp | P | 2017-01-01 | 2018-01-01 | $846 | $891 | -$45 | -$45 |
| 9.5 Garrett Motion, Inc. | P | 2017-01-01 | 2018-01-01 | $140 | $149 | -$9 | -$9 |
| 5 Gilead Sciences Inc | P | 2017-01-01 | 2018-01-01 | $364 | $385 | -$21 | -$21 |
| 13 Honeywell International Inc. | P | 2017-01-01 | 2018-01-01 | $1,949 | $1,901 | $48 | $48 |
| 93 Halliburton Co | P | 2017-01-01 | 2018-01-01 | $4,897 | $4,361 | $536 | $536 |
| 21 Home Depot Inc | P | 2017-01-01 | 2018-01-01 | $4,037 | $3,520 | $517 | $517 |
| 804 Juniper Networks Inc | P | 2017-01-01 | 2018-01-01 | $19,877 | $23,706 | -$3,829 | -$3,829 |
| 110 Lyondellbasell Industries | P | 2017-01-01 | 2018-01-01 | $10,730 | $10,463 | $267 | $267 |
| 67 Marathon Pete Corp | P | 2017-01-01 | 2018-01-01 | $4,922 | $3,867 | $1,055 | $1,055 |
| 77 McCormick & Co Inc | P | 2017-01-01 | 2018-01-01 | $9,804 | $7,592 | $2,212 | $2,212 |
| 132 Merck & Co | P | 2017-01-01 | 2018-01-01 | $8,714 | $8,449 | $265 | $265 |
| 31 Metlife Inc | P | 2017-01-01 | 2018-01-01 | $1,489 | $1,681 | -$192 | -$192 |
| 504 Micron Technology Inc | P | 2017-01-01 | 2018-01-01 | $23,155 | $15,238 | $7,917 | $7,917 |
| 166 Microsoft Corp | P | 2017-01-01 | 2018-01-01 | $15,723 | $14,070 | $1,653 | $1,653 |
| 19 Monster Beverage Corp | P | 2017-01-01 | 2018-01-01 | $1,178 | $1,078 | $100 | $100 |
| 29 Nextera Energy | P | 2017-01-01 | 2018-01-01 | $4,822 | $4,508 | $314 | $314 |
| 28 Novartis AG Sponsored ADR | P | 2017-01-01 | 2018-01-01 | $2,424 | $2,262 | $162 | $162 |
| 150 Occidental Pete Corp | P | 2017-01-01 | 2018-01-01 | $11,575 | $10,727 | $848 | $848 |
| 161 Pfizer Inc | P | 2017-01-01 | 2018-01-01 | $6,445 | $5,725 | $720 | $720 |
| 56 Procter & Gamble Co | P | 2017-01-01 | 2018-01-01 | $4,984 | $4,871 | $113 | $113 |
| 43 Quanta Svcs Inc | P | 2017-01-01 | 2018-01-01 | $1,457 | $1,636 | -$179 | -$179 |
| 15.833 Resideo Technologies | P | 2017-01-01 | 2018-01-01 | $310 | $399 | -$89 | -$89 |
| 324 Schlumberger LTD | P | 2017-01-01 | 2018-01-01 | $18,218 | $23,602 | -$5,384 | -$5,384 |
| 38 Signature BK New York | P | 2017-01-01 | 2018-01-01 | $4,397 | $5,058 | -$661 | -$661 |
| 31 State Street Corp | P | 2017-01-01 | 2018-01-01 | $3,174 | $2,901 | $273 | $273 |
| 67 TJX Cos Inc | P | 2017-01-01 | 2018-01-01 | $6,332 | $5,031 | $1,301 | $1,301 |
| 29 T Mobile US Inc | P | 2017-01-01 | 2018-01-01 | $1,746 | $1,977 | -$231 | -$231 |
| 20 Trimble Inc | P | 2017-01-01 | 2018-01-01 | $734 | $856 | -$122 | -$122 |
| 76 Union Pacific Corp | P | 2017-01-01 | 2018-01-01 | $10,616 | $8,905 | $1,711 | $1,711 |
| 7 Ulta Beauty, Inc. | P | 2017-01-01 | 2018-01-01 | $1,933 | $1,727 | $206 | $206 |
| 49 Valero Energy Corp | P | 2017-01-01 | 2018-01-01 | $5,116 | $3,750 | $1,366 | $1,366 |
| 80 Verizon Communications | P | 2017-01-01 | 2018-01-01 | $4,231 | $4,262 | -$31 | -$31 |
| 91 Visa Inc | P | 2017-01-01 | 2018-01-01 | $11,542 | $9,983 | $1,559 | $1,559 |
| 126 Voya Finl Inc | P | 2017-01-01 | 2018-01-01 | $6,666 | $5,272 | $1,394 | $1,394 |
| 24 Xilinx inc. | P | 2017-01-01 | 2018-01-01 | $2,014 | $1,962 | $52 | $52 |
| 63 YUM Brands | P | 2017-01-01 | 2018-01-01 | $5,439 | $4,754 | $685 | $685 |
| 82.048 Baron Emerging Markets Fund | P | 2017-01-01 | 2018-11-21 | $1,042 | $1,026 | $16 | $16 |
| 95.297 Johcm International Select Fund | P | 2017-01-01 | 2018-11-21 | $2,038 | $2,266 | -$228 | -$228 |
| 5536.417 MFS New Discovery Value Fund | P | 2017-01-01 | 2018-01-01 | $83,356 | $83,050 | $306 | $306 |
| 47 Ishares Russell Midcap Value | P | 2017-01-01 | 2018-01-01 | $4,014 | $4,003 | $11 | $11 |
| 1417 Ishares Russell Midcap Growth | P | 2017-01-01 | 2018-01-01 | $173,484 | $158,131 | $15,353 | $15,353 |
| 1500 Ishares Russell 2000 growth | P | 2017-01-01 | 2018-01-01 | $295,307 | $307,595 | -$12,288 | -$12,288 |
| 3279 Ishares Global Infrastructure | P | 2017-01-01 | 2018-10-16 | $136,229 | $137,043 | -$814 | -$814 |
| 1664 SPDR S&P 500 ETF Trust | P | 2017-01-01 | 2018-01-01 | $453,234 | $436,278 | $16,956 | $16,956 |
| 282 Vanguard Intl Equity Index Fds All World EX US | P | 2017-01-01 | 2018-01-01 | $14,861 | $13,153 | $1,708 | $1,708 |
| 1226 Vanguard Index FDS REIT | P | 2017-01-01 | 2018-02-02 | $94,516 | $99,078 | -$4,562 | -$4,562 |
| 75000 Abbvie Inc 2% | P | 2017-01-01 | 2018-11-06 | $75,000 | $75,000 | ||
| 15000 Home Depot Inc 2.25% | P | 2017-01-01 | 2018-09-10 | $150,000 | $150,000 | ||
| 39818 Virtus Classic SEIX Floating Rate High Income Fund | P | 2017-01-01 | 2018-11-21 | $341,240 | $350,000 | -$8,760 | -$8,760 |
| 2200 Ishares MBS | P | 2017-01-01 | 2018-08-07 | $227,972 | $236,797 | -$8,825 | -$8,825 |
| 104 Allergan PLC | P | 2017-01-01 | 2018-01-01 | $17,397 | $24,063 | -$6,666 | -$6,666 |
| 995 AMC Networks Inc | P | 2017-01-01 | 2018-01-01 | $54,032 | $56,063 | -$2,031 | -$2,031 |
| 568 Apple Inc | P | 2017-01-01 | 2018-01-01 | $94,472 | $53,671 | $40,801 | $40,801 |
| 501 Applied Materials, Inc. | P | 2017-01-01 | 2018-01-01 | $17,375 | $25,589 | -$8,214 | -$8,214 |
| 170 BAE Systems, PLC | P | 2017-01-01 | 2018-04-30 | $5,801 | $5,767 | $34 | $34 |
| 2243 Bank of America Corp | P | 2017-01-01 | 2018-01-01 | $71,543 | $52,304 | $19,239 | $19,239 |
| 156 Blackrock Inc. | P | 2017-01-01 | 2018-01-01 | $85,109 | $46,263 | $38,846 | $38,846 |
| 19 Booking Holdings, Inc. | P | 2017-01-01 | 2018-02-02 | $35,591 | $25,541 | $10,050 | $10,050 |
| 170 Brighthouse Finl Inc | P | 2017-01-01 | 2018-02-02 | $10,606 | $8,675 | $1,931 | $1,931 |
| 227 Celgene Corp | P | 2017-01-01 | 2018-01-01 | $22,079 | $25,195 | -$3,116 | -$3,116 |
| 462 Chubb Corp | P | 2017-01-01 | 2018-01-01 | $70,085 | $56,707 | $13,378 | $13,378 |
| 9 Cisco Systems | P | 2017-01-01 | 2018-10-30 | $400 | $402 | -$2 | -$2 |
| 42 Citigroup Inc. | P | 2017-01-01 | 2018-04-30 | $2,896 | $3,259 | -$363 | -$363 |
| 335 Cummins Inc | P | 2017-01-01 | 2018-01-01 | $60,657 | $49,232 | $11,425 | $11,425 |
| 962 CVS Health Corporation | P | 2017-01-01 | 2018-02-02 | $73,577 | $84,555 | -$10,978 | -$10,978 |
| 567 Danaher Corp | P | 2017-01-01 | 2018-01-01 | $57,651 | $37,826 | $19,825 | $19,825 |
| 1599 Delta Air Lines Inc | P | 2017-01-01 | 2018-01-01 | $87,490 | $64,576 | $22,914 | $22,914 |
| 1127 Dish Network Corp | P | 2017-01-01 | 2018-01-01 | $42,007 | $69,814 | -$27,807 | -$27,807 |
| 433 Disney Walt Co | P | 2017-01-01 | 2018-01-01 | $46,994 | $41,688 | $5,306 | $5,306 |
| 472 Dominion Energy, Inc | P | 2017-01-01 | 2018-01-01 | $35,564 | $33,818 | $1,746 | $1,746 |
| 551 Exxon Mobil Corp | P | 2017-01-01 | 2018-01-01 | $45,863 | $48,569 | -$2,706 | -$2,706 |
| 699 Facebook Inc | P | 2017-01-01 | 2018-01-01 | $127,484 | $52,231 | $75,253 | $75,253 |
| 338 FMC Corp | P | 2017-01-01 | 2018-01-01 | $28,847 | $20,544 | $8,303 | $8,303 |
| 332 Fortive Corp | P | 2017-01-01 | 2018-01-01 | $25,012 | $15,683 | $9,329 | $9,329 |
| 17.4 Garrett Motion, Inc. | P | 2017-01-01 | 2018-01-01 | $256 | $296 | -$40 | -$40 |
| 1284 General Mills | P | 2017-01-01 | 2018-02-02 | $72,051 | $65,011 | $7,040 | $7,040 |
| 732 Gilead Sciences Inc | P | 2017-01-01 | 2018-01-01 | $60,101 | $55,108 | $4,993 | $4,993 |
| 51 Alphabet Inc | P | 2017-01-01 | 2018-01-01 | $56,642 | $32,476 | $24,166 | $24,166 |
| 830 Halliburton Co | P | 2017-01-01 | 2018-01-01 | $43,699 | $38,919 | $4,780 | $4,780 |
| 260 Home Depot Inc | P | 2017-01-01 | 2018-01-01 | $50,514 | $33,769 | $16,745 | $16,745 |
| 29 Honeywell International | P | 2017-01-01 | 2018-04-30 | $4,207 | $4,577 | -$370 | -$370 |
| 2907 Juniper Networks Inc | P | 2017-01-01 | 2018-01-01 | $73,486 | $86,693 | -$13,207 | -$13,207 |
| 787 Lyondellbasell Industries | P | 2017-01-01 | 2018-01-01 | $84,878 | $65,302 | $19,576 | $19,576 |
| 1162 LKQ Corp | P | 2017-01-01 | 2018-02-02 | $47,904 | $31,001 | $16,903 | $16,903 |
| 580 Marathon Pete Corp | P | 2017-01-01 | 2018-01-01 | $39,824 | $28,096 | $11,728 | $11,728 |
| 530 McCormick & Co Inc | P | 2017-01-01 | 2018-01-01 | $58,413 | $43,764 | $14,649 | $14,649 |
| 301 Merck & Co | P | 2017-01-01 | 2018-01-01 | $19,526 | $17,866 | $1,660 | $1,660 |
| 1057 Metlife Inc | P | 2017-01-01 | 2018-01-01 | $50,184 | $43,414 | $6,770 | $6,770 |
| 2609 Micron Technology Inc | P | 2017-01-01 | 2018-01-01 | $112,139 | $64,186 | $47,953 | $47,953 |
| 1423 Microsoft Corp | P | 2017-01-01 | 2018-01-01 | $132,232 | $74,819 | $57,413 | $57,413 |
| 93 Molson Coors Brewing Co | P | 2017-01-01 | 2018-02-16 | $7,553 | $7,524 | $29 | $29 |
| 54 Monster Beverage Corp. | P | 2017-01-01 | 2018-02-16 | $3,533 | $3,617 | -$84 | -$84 |
| 307 Nextera Energy | P | 2017-01-01 | 2018-01-01 | $48,294 | $33,049 | $15,245 | $15,245 |
| 345 Novartis AG Sponsored ADR | P | 2017-01-01 | 2018-01-01 | $30,365 | $25,134 | $5,231 | $5,231 |
| 876 Occidental Pete Corp | P | 2017-01-01 | 2018-01-01 | $65,244 | $70,013 | -$4,769 | -$4,769 |
| 1444 Pfizer Inc | P | 2017-01-01 | 2018-01-01 | $53,870 | $45,225 | $8,645 | $8,645 |
| 550 Procter & Gamble Co | P | 2017-01-01 | 2018-01-01 | $46,457 | $44,806 | $1,651 | $1,651 |
| 1111 Quanta Svcs Inc | P | 2017-01-01 | 2018-01-01 | $39,939 | $40,678 | -$739 | -$739 |
| 29 Resideo Technologies | P | 2017-01-01 | 2018-11-02 | $676 | $793 | -$117 | -$117 |
| 1323 Schlumberger LTD | P | 2017-01-01 | 2018-01-01 | $88,400 | $97,998 | -$9,598 | -$9,598 |
| 68 Signature Bank NY | P | 2017-01-01 | 2018-01-01 | $7,832 | $10,752 | -$2,920 | -$2,920 |
| 646 State Street Corp | P | 2017-01-01 | 2018-01-01 | $69,275 | $42,438 | $26,837 | $26,837 |
| 893 TJX Cos Inc | P | 2017-01-01 | 2018-01-01 | $71,749 | $55,527 | $16,222 | $16,222 |
| 348 T Mobile US Inc | P | 2017-01-01 | 2018-01-01 | $21,949 | $22,961 | -$1,012 | -$1,012 |
| 988 Trimble Inc | P | 2017-01-01 | 2018-01-01 | $42,819 | $34,028 | $8,791 | $8,791 |
| 13 Ulta Beauty, Inc | P | 2017-01-01 | 2018-10-31 | $3,589 | $3,207 | $382 | $382 |
| 563 Union Pacific Corp | P | 2017-01-01 | 2018-01-01 | $73,835 | $50,822 | $23,013 | $23,013 |
| 710 Valero Energy Corp | P | 2017-01-01 | 2018-01-01 | $66,740 | $43,591 | $23,149 | $23,149 |
| 1150 Verizon Communications | P | 2017-01-01 | 2018-01-01 | $61,031 | $53,188 | $7,843 | $7,843 |
| 816 Visa Inc | P | 2017-01-01 | 2018-01-01 | $99,510 | $43,803 | $55,707 | $55,707 |
| 1080 Voya Final Inc | P | 2017-01-01 | 2018-01-01 | $55,576 | $44,720 | $10,856 | $10,856 |
| 1809 Wells Fargo & Co | P | 2017-01-01 | 2018-02-02 | $116,379 | $75,781 | $40,598 | $40,598 |
| 43 Xilinx Inc | P | 2017-01-01 | 2018-11-20 | $3,609 | $3,463 | $146 | $146 |
| 815 YUM Brands | P | 2017-01-01 | 2018-01-01 | $67,365 | $48,946 | $18,419 | $18,419 |
| 82.552 Baron Emerging Markets Fund | P | 2017-01-01 | 2018-11-21 | $1,048 | $1,033 | $15 | $15 |
| 11932.079 Johcm International Select Fund | P | 2017-01-01 | 2018-01-01 | $259,450 | $242,714 | $16,736 | $16,736 |
| 10664.23 MFS New Discovery Value Fund | P | 2017-01-01 | 2018-01-01 | $160,612 | $139,381 | $21,231 | $21,231 |
| 152 Ishares Russell Midcap Value | P | 2017-01-01 | 2018-04-30 | $13,229 | $12,550 | $679 | $679 |
| 5587 Ishares Global Infrastructure | P | 2017-01-01 | 2018-10-16 | $232,116 | $232,116 | ||
| 735 Ishares Russell Midcap Growth | P | 2017-01-01 | 2018-10-30 | $88,041 | $97,019 | -$8,978 | -$8,978 |
| 2200 Ishares Russell 2000 Growth | P | 2017-01-01 | 2018-01-01 | $431,267 | $449,960 | -$18,693 | -$18,693 |
| 1600 SPDR S&P 500 ETF Trust | P | 2017-01-01 | 2018-01-01 | $428,887 | $442,936 | -$14,049 | -$14,049 |
| 1466 Vanguard Intl Equity Index All World EX US | P | 2017-01-01 | 2018-01-01 | $78,760 | $67,862 | $10,898 | $10,898 |
| 8026 Vanguard FTSE Emerging Markets | P | 2017-01-01 | 2018-01-01 | $302,583 | $362,084 | -$59,501 | -$59,501 |
| 1136 Vanguard Index FDS REIT | P | 2017-01-01 | 2018-02-02 | $87,578 | $69,122 | $18,456 | $18,456 |
| 20000 Berkshire Hills Bancorp | P | 2017-01-01 | 2018-06-07 | $875,484 | $243,477 | $632,007 | $632,007 |
| 100000 Abbvie Inc 2% | P | 2017-01-01 | 2018-11-06 | $100,000 | $100,000 | ||
| 100000 Home Depot Inc 2.25% | P | 2017-01-01 | 2018-09-10 | $100,000 | $100,000 | ||
| 34377.397 Virtus Classic SEIX Floating Rate High Income Fund | P | 2017-01-01 | 2018-01-01 | $294,614 | $300,000 | -$5,386 | -$5,386 |
| 6500 Ishares 3-7 year treasury bond fund | P | 2017-01-01 | 2018-01-01 | $775,375 | $777,606 | -$2,231 | -$2,231 |
| 48 Allergan PLC | P | 2017-01-01 | 2018-01-01 | $7,924 | $11,106 | -$3,182 | -$3,182 |
| 685 AMC Networks Inc | P | 2017-01-01 | 2018-01-01 | $39,420 | $38,195 | $1,225 | $1,225 |
| 286 Apple Inc | P | 2017-01-01 | 2018-01-01 | $56,593 | $20,392 | $36,201 | $36,201 |
| 646 Applied Matls Inc | P | 2017-01-01 | 2018-01-01 | $24,867 | $32,497 | -$7,630 | -$7,630 |
| 152 Bae Sys Plc | P | 2017-01-01 | 2018-03-02 | $4,901 | $4,936 | -$35 | -$35 |
| 694 Bank of America Corp | P | 2017-01-01 | 2018-01-01 | $21,786 | $16,174 | $5,612 | $5,612 |
| 55 Blackrock Inc. | P | 2017-01-01 | 2018-01-01 | $29,364 | $12,033 | $17,331 | $17,331 |
| 5 Booking Holdings Inc | P | 2017-01-01 | 2018-03-02 | $10,137 | $6,721 | $3,416 | $3,416 |
| 27 Celgene Corp | P | 2017-01-01 | 2018-03-02 | $2,423 | $2,781 | -$358 | -$358 |
| 110 Chubb Corp | P | 2017-01-01 | 2018-01-01 | $15,811 | $12,687 | $3,124 | $3,124 |
| 45 Cisco Systems Inc | P | 2017-01-01 | 2018-10-30 | $2,000 | $2,009 | -$9 | -$9 |
| 127 Citigroup Inc | P | 2017-01-01 | 2018-01-01 | $9,340 | $9,573 | -$233 | -$233 |
| 82 Cummins Inc | P | 2017-01-01 | 2018-01-01 | $13,168 | $12,042 | $1,126 | $1,126 |
| 167 Danaher Corp | P | 2017-01-01 | 2018-01-01 | $16,267 | $7,363 | $8,904 | $8,904 |
| 247 Delta Air Lines Inc | P | 2017-01-01 | 2018-01-01 | $14,016 | $10,319 | $3,697 | $3,697 |
| 774 Dish Network Corp | P | 2017-01-01 | 2018-01-01 | $26,450 | $46,954 | -$20,504 | -$20,504 |
| 215 Disney Walt Co | P | 2017-01-01 | 2018-01-01 | $23,567 | $11,830 | $11,737 | $11,737 |
| 141 Dominion Energy, Inc | P | 2017-01-01 | 2018-01-01 | $10,474 | $7,594 | $2,880 | $2,880 |
| 76 Exxon Mobil Corp | P | 2017-01-01 | 2018-01-01 | $6,035 | $5,411 | $624 | $624 |
| 287 Facebook Inc | P | 2017-01-01 | 2018-01-01 | $47,613 | $21,445 | $26,168 | $26,168 |
| 53 FMC Corp | P | 2017-01-01 | 2018-01-01 | $4,447 | $3,814 | $633 | $633 |
| 101 Fortive Corp | P | 2017-01-01 | 2018-01-01 | $7,501 | $6,065 | $1,436 | $1,436 |
| 19.8 Garrett Motion Inc | P | 2017-01-01 | 2018-01-01 | $291 | $306 | -$15 | -$15 |
| 123 Gilead Sciences Inc | P | 2017-01-01 | 2018-01-01 | $9,728 | $8,954 | $774 | $774 |
| 19 Alphabet Inc | P | 2017-01-01 | 2018-01-01 | $20,993 | $6,661 | $14,332 | $14,332 |
| 161 Halliburton Co | P | 2017-01-01 | 2018-01-01 | $7,963 | $7,549 | $414 | $414 |
| 66 Home Depot Inc | P | 2017-01-01 | 2018-01-01 | $12,684 | $8,592 | $4,092 | $4,092 |
| 76 Honeywell International Inc | P | 2017-01-01 | 2018-01-01 | $11,483 | $10,837 | $646 | $646 |
| 1575 Juniper Networks Inc | P | 2017-01-01 | 2018-01-01 | $38,836 | $46,970 | -$8,134 | -$8,134 |
| 317 Lyondellbasell Industries | P | 2017-01-01 | 2018-01-01 | $31,851 | $29,139 | $2,712 | $2,712 |
| 162 Marathon Pete Corp | P | 2017-01-01 | 2018-01-01 | $11,346 | $7,847 | $3,499 | $3,499 |
| 239 McCormick & Co Inc | P | 2017-01-01 | 2018-01-01 | $29,927 | $19,240 | $10,687 | $10,687 |
| 343 Merck & Co Inc | P | 2017-01-01 | 2018-01-01 | $22,348 | $22,132 | $216 | $216 |
| 255 Metlife Inc | P | 2017-01-01 | 2018-01-01 | $11,751 | $10,451 | $1,300 | $1,300 |
| 1213 Micron Technology Inc | P | 2017-01-01 | 2018-01-01 | $56,239 | $29,649 | $26,590 | $26,590 |
| 528 Microsoft Corp | P | 2017-01-01 | 2018-01-01 | $50,168 | $31,221 | $18,947 | $18,947 |
| 114 Molson Coors Brewing Co | P | 2017-01-01 | 2018-01-01 | $9,332 | $9,417 | -$85 | -$85 |
| 133 Monster Beverage Corp | P | 2017-01-01 | 2018-01-01 | $8,653 | $7,356 | $1,297 | $1,297 |
| 76 Nextera Energy | P | 2017-01-01 | 2018-01-01 | $12,246 | $4,973 | $7,273 | $7,273 |
| 176 Novartis AG Sponsored ADR | P | 2017-01-01 | 2018-01-01 | $15,269 | $14,640 | $629 | $629 |
| 361 Occidental Pete Corp | P | 2017-01-01 | 2018-01-01 | $27,057 | $35,328 | -$8,271 | -$8,271 |
| 558 Pfizer Inc | P | 2017-01-01 | 2018-01-01 | $21,717 | $15,790 | $5,927 | $5,927 |
| 232 Procter & Gamble | P | 2017-01-01 | 2018-01-01 | $20,054 | $16,201 | $3,853 | $3,853 |
| 288 Quanta Svcs Inc | P | 2017-01-01 | 2018-01-01 | $10,018 | $10,545 | -$527 | -$527 |
| 33 Resideo | P | 2017-01-01 | 2018-11-02 | $769 | $819 | -$50 | -$50 |
| 592 Schlumberger LTD | P | 2017-01-01 | 2018-01-01 | $33,029 | $40,905 | -$7,876 | -$7,876 |
| 257 Signature BK New York | P | 2017-01-01 | 2018-01-01 | $30,410 | $33,160 | -$2,750 | -$2,750 |
| 213 State Street Corp | P | 2017-01-01 | 2018-01-01 | $20,993 | $9,691 | $11,302 | $11,302 |
| 171 TJX Cos Inc | P | 2017-01-01 | 2018-01-01 | $15,510 | $5,408 | $10,102 | $10,102 |
| 102 T Mobile US Inc | P | 2017-01-01 | 2018-01-01 | $6,305 | $6,730 | -$425 | -$425 |
| 252 Trimble Inc | P | 2017-01-01 | 2018-01-01 | $9,783 | $8,679 | $1,104 | $1,104 |
| 17 Ulta Beauty Inc | P | 2017-01-01 | 2018-10-31 | $4,694 | $4,193 | $501 | $501 |
| 204 Union Pacific Corp | P | 2017-01-01 | 2018-01-01 | $28,651 | $12,289 | $16,362 | $16,362 |
| 271 Valero Energy Corp | P | 2017-01-01 | 2018-01-01 | $26,069 | $16,312 | $9,757 | $9,757 |
| 241 Verizon Communications | P | 2017-01-01 | 2018-01-01 | $12,684 | $7,796 | $4,888 | $4,888 |
| 289 Visa Inc | P | 2017-01-01 | 2018-01-01 | $36,706 | $18,010 | $18,696 | $18,696 |
| 344 Voya Finl Inc | P | 2017-01-01 | 2018-01-01 | $17,991 | $14,244 | $3,747 | $3,747 |
| 46 Xilinx Inc | P | 2017-01-01 | 2018-11-20 | $3,861 | $3,704 | $157 | $157 |
| 199 YUM Brands | P | 2017-01-01 | 2018-01-01 | $16,129 | $8,478 | $7,651 | $7,651 |
| 9100.621 Johcm International Select Fund | P | 2017-01-01 | 2018-01-01 | $195,844 | $199,727 | -$3,883 | -$3,883 |
| 1171.15 Barron Emerging Markets Fund | P | 2017-01-01 | 2018-01-01 | $14,790 | $15,483 | -$693 | -$693 |
| 13306.477 MFS New Discovery Value Fund | P | 2017-01-01 | 2018-01-01 | $200,818 | $178,062 | $22,756 | $22,756 |
| 1224 Ishares Russell Midcap Value | P | 2017-01-01 | 2018-01-01 | $106,691 | $104,179 | $2,512 | $2,512 |
| 3217 Ishares Russell Midcap Growth | P | 2017-01-01 | 2018-01-01 | $396,401 | $286,645 | $109,756 | $109,756 |
| 3000 Ishares Russell 2000 Growth ETF | P | 2017-01-01 | 2018-01-01 | $590,615 | $614,616 | -$24,001 | -$24,001 |
| 7543 Ishares Global Infrastructure | P | 2017-01-01 | 2018-01-01 | $312,911 | $316,383 | -$3,472 | -$3,472 |
| 7724 SPDR S&P 500 ETF Trust | P | 2017-01-01 | 2018-01-01 | $2,053,626 | $2,017,168 | $36,458 | $36,458 |
| 4059 Vanguard Intl Equity Index Fds All World EX US | P | 2017-01-01 | 2018-01-01 | $199,918 | $209,000 | -$9,082 | -$9,082 |
| 9089 Vanguard FTSE Energing Markets | P | 2017-01-01 | 2018-09-17 | $367,873 | $410,040 | -$42,167 | -$42,167 |
| 2000 Vanguard Short-term Corporate Bond Fund | P | 2017-01-01 | 2018-11-20 | $155,258 | $156,090 | -$832 | -$832 |
| 2539 Vanguard Index FDS REIT | P | 2017-01-01 | 2018-02-02 | $195,740 | $154,965 | $40,775 | $40,775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,624,445 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,392,024 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,648,766 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08350 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,217,974 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,839,763 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.08584 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,995,248 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,713,843 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.08784 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,155,446 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,393,921 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07506 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,373,983 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,559,213 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.08831 | DistributionYr5Rt |
| Total Distribution | 0.420540 | TotalDistributionRt |
| Average Distribution | 0.084108 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,294,299 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,463,885 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21,647 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,485,532 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,894,878 | 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 | $21,647 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,647 | SubtotalAmt |
| Tax Based On Investment Income | $21,647 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,288 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $27,288 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,641 | OverpaymentAmt |
| Applied To ES Tax | $5,641 | 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 | DE | OrgReportOrRegisterStateCd |
| 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 | BERKSHIREBANK.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORI GAZZILLO-KIELY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4132363733 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1308 | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01202 | 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 (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MICHAEL J FERRY | ||||||
| 66 WEST STREET | PITTSFIELD | MA | 01201 | Chairman | 0.00 | $0 |
| CATHERINE B MILLER | ||||||
| 66 WEST STREET | PITTSFIELD | MA | 01201 | VICE CHAIRMAN | 0.00 | $0 |
| LORI GAZZILLO-KIELY | ||||||
| 66 WEST STREET | PITTSFIELD | MA | 01201 | Secretary | 40.00 | $185,885 |
| J WILLIAR DUNLAEVY | ||||||
| 66 WEST STREET | PITTSFIELD | MA | 01201 | Director | 0.00 | $0 |
| MICHAEL P DALY | ||||||
| 66 WEST STREET | PITTSFIELD | MA | 01201 | Director | 0.00 | $0 |
| JAMES MOSES | ||||||
| 66 WEST STREET | PITTSFIELD | MA | 01201 | Treasurer | 0.00 | $0 |
| SEAN A GRAY | ||||||
| 66 WEST STREET | PITTSFIELD | MA | 01201 | Director | 0.00 | $0 |
| D JEFFREY TEMPLETON | ||||||
| 66 WEST STREET | PITTSFIELD | MA | 01201 | Director | 0.00 | $0 |
| ROBERT M CURLEY | ||||||
| 66 WEST STREET | PITTSFIELD | MA | 01201 | Director | 0.00 | $0 |
| LINDA A JOHNSTON | ||||||
| 66 WEST STREET | PITTSFIELD | MA | 01201 | Director | 0.00 | $0 |
| THOMAS R BARNEY | ||||||
| 66 WEST STREET | PITTSFIELD | MA | 01201 | Director | 0.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY LEVANTE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 WEST STREET | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | vp corp responsib. | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $84,269 | CompensationAmt |
| Employee Benefits | $8,672 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKSHIRE BANK INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1308 | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CUSTODIAL / ADVISOR | ServiceTypeTxt |
| Compensation | $512,427 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,759,704 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $943,508 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $37,193 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,740,405 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $29,740,405 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $446,106 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,294,299 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,464,715 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,464,715 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,647 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,647 | TotalTaxAmt |
| Distributable Before Adj | $1,443,068 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,443,068 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,443,068 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,894,878 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,894,878 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $21,647 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,873,231 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,443,068 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $627,712 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $410,384 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $888,178 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,021,934 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,001,010 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,949,218 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,894,878 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,443,068 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,451,810 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,401,028 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $627,712 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,773,316 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $410,384 | ExcessFromYear4Amt |
| Excess From Year3 | $888,178 | ExcessFromYear3Amt |
| Excess From Year2 | $1,021,934 | ExcessFromYear2Amt |
| Excess From Year1 | $1,001,010 | ExcessFromYear1Amt |
| Excess From Current Year | $1,451,810 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LORI GAZZILLO-KIELY EXECUTIVE DIREC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 NORTH STREET PO BOX 1308 | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4134471722 | RecipientPhoneNum |
| Recipient Email Address | LKIELY@BERKSHIREBANK.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN APPLICATION INCLUDING IRS DETERMINATION LETTER OF 501(C)(3) STATUS, CURRENT BOARD LIST, BOARD APPROVED OPERATING BUDGET AND MOST RECENT ANNUAL REPORT, FORM 990 AND FINANCIAL AUDIT REPORT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 15TH OF DECEMBER, MARCH, JUNE AND SEPTEMBER. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY TAX EXEMPT ORGANIZATION THAT QUALIFY AS A SECTION 501(C)(3) PUBLIC CHARITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED LISTING | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | N/A | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED LISTING | GrantOrContributionPurposeTxt |
| Amt | $2,406,927 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,406,927 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED LISTING | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | N/A | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED LISTING | GrantOrContributionPurposeTxt |
| Amt | $819,083 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $819,083 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $679,790 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,624,445 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,304,235 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,304,235 | 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 | BERKSHIRE BANK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1308 | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit | CategoryTxt |
| Amt | $12,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS IN MARKETABLE SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $25,040,801 | BookValueAmt |
| EOYFMV | $26,235,728 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|---|
| accrued income | $68,843 | ||
| Accrued income | $64,556 | $68,843 | |
| Collection - Popcorn Wagon | $37,193 | $37,193 | |
| COLLECTION - POPCORN WAGON | $37,193 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Filing fees | $250 | $250 |
| Management fees | $187,656 | $187,656 |
| Marketing | $1,758 | $1,758 |
| Membership fees | $500 | $500 |
| Office expense | $32,072 | $32,072 |
| Special projects expense | $21,552 | $21,552 |
| Travel | $18,890 | $18,890 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bookkeeping | $8,009 | $0 | $0 | $8,009 |
| Investment fees | $138,886 | $138,886 | $0 | $0 |
| Other professional fees | $18,879 | $0 | $0 | $18,879 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal excise tax | $21,552 | |
| Foreign taxes | $676 | $676 |
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