THE VELMANS FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE VELMANS FOUNDATION INC (EIN 13-3321706)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-10
- IRS object ID
- 201931309349100503
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T07:41:28-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042530803 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH WATSON & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 NORTH ST SUITE 205 | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | 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 | 133321706 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VELMANS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VELM | BusinessNameControlTxt |
| Phone | 4132292709 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 178 | AddressLine1Txt |
| City | SHEFFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01257 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAULINE VELMANS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4132292709 | PhoneNum |
| Signature | 2019-04-26 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIM H WHALEN | PreparerPersonNm |
| PTIN | P00395622 | PTIN |
| Phone | 4134649940 | PhoneNum |
| Preparation | 2019-05-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 07:41:28 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 105765E572DEB4DC3E7ACB4146B0BE8786E2D991 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1AF3C33E068449F31F79581828F5FE3880F7053F | AtSubmissionFilingDeviceId |
| 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 | $295,835 | 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 | $3,035 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,140 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,515 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,140 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,269 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,269 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,269 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,839 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $156,754 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,839 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,283 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,623 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,409 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,288 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,287 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,563 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,563 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $127 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,901 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,337 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,915 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,901 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,887 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,632 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,722 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,409 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,506 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,756 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $16 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $52,034 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $27,056 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,953 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $173,460 | CorporateStockBOYAmt |
| Corporate Stock EOY | $97,778 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $104,828 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $93,670 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $180,713 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $178,298 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $336,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $305,547 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $295,835 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $462 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,955 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $462 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,955 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $336,224 | UnrestrictedBOYAmt |
| Unrestricted EOY | $301,592 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $336,224 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $301,592 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $336,686 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $305,547 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $336,224 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,632 | ExcessRevenueOverExpensesAmt |
| Subtotal | $301,592 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $301,592 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $156,294 | GrossSalesPriceAmt |
| Cost Or Other Basis | $150,915 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,379 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,379 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,839 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $68,056 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $350,129 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.194374 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $371,280 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041747 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $360,127 | NetVlNoncharitableAssetsYr3Amt |
| Adjusted Qlfy Distri Yr4 | $15,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $376,800 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039809 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $374,587 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.016285 | DistributionYr5Rt |
| Total Distribution | 0.292215 | TotalDistributionRt |
| Average Distribution | 0.073054 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $329,263 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,054 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $127 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $24,181 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,887 | 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 | $127 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $127 | SubtotalAmt |
| Tax Based On Investment Income | $127 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16 | TotalPaymentsAndCreditsAmt |
| Tax Due | $111 | TaxDueAmt |
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 | NY | 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 |
| Individual With Books | PAULINE VELMANS | IndividualWithBooksNm |
| Phone | 4132292709 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 178 | AddressLine1Txt |
| City | SHEFFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01257 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAULINE VELMANS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 178 | AddressLine1Txt |
| City | SHEFFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01257 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $320,548 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,729 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $334,277 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $334,277 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,014 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $329,263 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,463 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,463 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $127 | TotalTaxAmt |
| Distributable Before Adj | $16,336 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,336 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,336 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,887 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $50,887 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $127 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,760 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,336 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $51,438 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $51,438 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,887 | QualifyingDistributionsAmt |
| Applied To Current Year | $16,336 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,551 | RemainingDistriFromCorpusAmt |
| Total Corpus | $85,989 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $85,989 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $51,438 | ExcessFromYear1Amt |
| Excess From Current Year | $34,551 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BERKSHIRE GROWN | ||||||
| 75 SOUTH CHURCH ST | PITTSFIELD | MA | 01201 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $200 |
| RISD MUSEUM | ||||||
| 224 BENEFIT ST | PROVIDENCE | RI | 02903 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $100 |
| BERKSHIRE BOUNTY | ||||||
| 33 COMMONWEALTH AVE | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $100 |
| CLOSE ENCOUNTERS WITH MUSIC | ||||||
| PO BOX 34 | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 |
| WAMC | ||||||
| 402 HANCOCK RD | WILLIAMSTOWN | MA | 01267 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 |
| AMERICAN RED CROSS FOUNDATION | ||||||
| PO BOX 37839 | BOONE | IA | 500370839 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 |
| BERKSHIRE GROWN | ||||||
| 75 SOUTH CHURCH ST | PITTSFIELD | MA | 01201 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $750 |
| COMMUNITY ACCESS TO THE ARTS | ||||||
| 40 RAILROAD ST | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 |
| COMMUNITY HEALTH PROGRAMS | ||||||
| PO BOX 825 | STOCKBRIDGE | MA | 01262 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 |
| CONSTRUCT INC | ||||||
| 41 MAHAIWE ST | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 |
| FAIRVIEW HOSPITAL FUND | ||||||
| 29 LEWIS AVE | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 |
| HOSPICE CARE OF THE BERKSHIRES | ||||||
| 444 STOCKBRIDGE RD | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $300 |
| LEARNING ALLY | ||||||
| 20 ROSZEL RD | PRINCETON | NJ | 08540 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $100 |
| JEWISH FEDERATION OF THE BERKSHIRES | ||||||
| 196 SOUTH ST | PITTSFIELD | MA | 01201 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 |
| LITERACY NETWORK | ||||||
| 100 MAIN ST | LEE | MA | 01238 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 |
| MAHAIWE PERFORMING ARTS CENTER | ||||||
| 91 MAIN ST | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 |
| NAF | ||||||
| 218 WEST 40TH ST 5TH FLOO | NEW YORK | NY | 10018 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $25,000 |
| MAHAIWE PERFORMING ARTS CENTER | ||||||
| 91 MAIN ST | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 |
| NEW WORLD ENDOWMENT FUND | ||||||
| 153 BOW WOW RD | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 |
| PLANNED PARENTHOOD | ||||||
| 123 WILLIAM ST NO 10 | NEW YORK | NY | 10038 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 |
| RAILROAD STREET YOUTH PROJECT | ||||||
| PO BOX 1339 | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 |
| SHEFFIELD HISTORICAL SOCIETY | ||||||
| 404 LEGEYT RD | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 |
| VOLUNTEERS IN MEDICINE | ||||||
| 318 CENTRAL AVENUE | ALBANY | NY | 12206 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 |
| EMPOWER GENERATION | ||||||
| 7455 SW MONTCLAIR DR | PORTLAND | OR | 97225 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 |
| FAIRVIEW HOSPITAL FUND | ||||||
| 29 LEWIS AVE | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 |
| JACOBS PILLOW | ||||||
| 358 GEORGE CARTER RD | BECKET | MA | 01223 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,140 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,269 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,839 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,248 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,248 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,575 | Amt |
| Net Investment Income | $1,288 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,287 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25000 AMAZON | $25,267 | $24,937 |
| 5000 BERKSHIRE HATHAWAY | $5,022 | $4,989 |
| 15000 BERKSHIRE HATHAWAY | $15,791 | $15,326 |
| 15000 CATERPILLAR FINANCIAL | $15,138 | $15,258 |
| 5000 EASTMAN CHEM | $3,001 | $2,978 |
| 5000 EXPRESS SCRIPTS | $5,259 | $5,090 |
| 30000 FARM BUREAU | ||
| 26000 GOLDMAN SACHS | $27,598 | $26,592 |
| 20000 HEWLETT PACKARD | $19,897 | $20,279 |
| 20000 JP MORGAN CHASE | $19,920 | $19,914 |
| 15000 LAB CORP OF AMERICA HOLDINGS | $15,245 | $15,117 |
| 6000 LEGG MASON | $6,035 | $5,983 |
| 5000 MORGAN STANLEY | $5,030 | $4,962 |
| 5000 MUFG AMERS HOLDINGS | ||
| 7000 RYDER SYSTEM INC | $7,063 | $6,973 |
| 10000 SUNTRUST BANKS | ||
| 10000 US BANCORP | $10,447 | $9,900 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 45 3M COMPANY | $7,000 | $8,574 |
| 125 BRISTOL MYERS SQUIBB | ||
| 150 DOW / DUPONT | $9,285 | $8,022 |
| 100 DUKE ENERGY | $8,203 | $8,630 |
| 150 EXXON MOBIL | ||
| 10 GARRETT MOTION INC | $109 | $123 |
| 100 HONEYWELL INTERNATIONAL | $9,767 | $13,212 |
| 250 INTEL | ||
| 100 JP MORGAN | ||
| 70 MCDONALDS | $9,337 | $12,430 |
| 125 MERCK & CO | $6,791 | $9,551 |
| 150 MICROCHIP TECH | ||
| 112 MICROSOFT | $5,319 | $9,040 |
| 150 PROCTER & GAMBLE | ||
| 150 PUBLIC SERVICE ENTERPRISE | ||
| 16 RESIDEO TECH | $282 | $329 |
| 34 WALT DISNEY CO | $3,399 | $3,728 |
| 125 IRON MOUNTAIN | $4,546 | $4,051 |
| 125 WELLTOWER INC | ||
| 250 WEYERHAEUSER CO | $8,688 | $5,465 |
| 1700 CALAMOS CONVERT OPP & INC FD | $18,118 | $15,062 |
| 132 ISHARES CORPORATE BONDS | $6,934 | $6,611 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $27,056 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,953 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| FILING FEES | $100 | $50 | $50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $2,563 | Amt |
| Net Investment Income | $2,563 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES - FEDERAL | CategoryTxt |
| Amt | $127 | Amt |
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