JANE AND JACK FITZPATRICK TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JANE AND JACK FITZPATRICK TR (EIN 20-2612696)
- Tax period
- 2017-08-01 to 2018-07-31
- Filed
- 2018-12-13
- IRS object ID
- 201813479349100506
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-12-13T14:00:49-05:00 | ReturnTs |
| Tax Period End | 2018-07-31 | 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 | 2017-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202612696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE AND JACK FITZPATRICK TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JANE | BusinessNameControlTxt |
| Phone | 4132981036 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1164 | AddressLine1Txt |
| City | STOCKBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01262 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMARA T STEVENS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4132981036 | PhoneNum |
| Signature | 2018-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYON M SHERMAN | PreparerPersonNm |
| PTIN | P00396128 | PTIN |
| Phone | 4134649940 | PhoneNum |
| Preparation | 2018-12-13 | 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 | 2018-12-13 | IPDt |
| IP Tm | 13:00:49 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 35D3879163D6E86CE39169CEF1932A0DEFAB2344 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3B1D31E76CD1C70699A781690D44F456F7344810 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $20,160,886 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,763,935 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,184 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,184 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,184 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $293,261 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $293,261 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $293,261 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,443,351 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,207,044 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,443,351 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $289,868 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $4,507,731 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,743,796 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $590,313 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $36,511 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $36,511 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,173 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $87,173 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,650 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $11,402 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $5,059 | OccupancyRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,986 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $184,731 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,173 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,986 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $680,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $680,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $865,231 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,173 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $735,486 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,642,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,656,623 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $590,313 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $499,186 | CashBOYAmt |
| Cash EOY | $786,591 | CashEOYAmt |
| Cash EOYFMV | $786,591 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $2,514,511 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,514,511 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $409,753 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $497,028 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $479,070 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,280,099 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,164,410 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,025,454 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,132,426 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,251,463 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,214,576 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,072,905 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,021,670 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,884,144 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $381,006 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $124,466 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $267,942 | LandBOYAmt |
| Land EOY | $256,540 | LandEOYAmt |
| Land EOYFMV | $256,540 | LandEOYFMVAmt |
| Total Assets BOY | $12,662,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,492,213 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,160,886 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $12,176,759 | CapitalStockBOYAmt |
| Capital Stock EOY | $17,492,213 | CapitalStockEOYAmt |
| Retained Earning BOY | $485,552 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,662,311 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,492,213 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,662,311 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,492,213 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,662,311 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,642,500 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,187,402 | OtherIncreasesAmt |
| Subtotal | $17,492,213 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,492,213 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,805,927 | $2,516,059 | $289,868 | $289,868 |
| PUBLICLY TRADED SECURITIES | P | $3,401,117 | $2,247,634 | $1,153,483 | $1,153,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,443,351 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $289,868 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $665,095 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,139,545 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043931 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $680,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,130,205 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048124 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $942,068 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,106,174 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066784 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $740,664 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,094,993 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061237 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $342,736 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,598,913 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051938 | DistributionYr5Rt |
| Total Distribution | 0.272014 | TotalDistributionRt |
| Average Distribution | 0.054403 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,841,784 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $970,647 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,566 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $987,213 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $735,486 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,132 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $33,132 | SubtotalAmt |
| Tax Based On Investment Income | $33,132 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $22,732 | 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 | 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 | WWW.FITZPATRICKTRUST.ORG | WebsiteAddressTxt |
| Individual With Books | TAMARA T STEVENS | IndividualWithBooksNm |
| Phone | 4132981036 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 MAIN STREET | AddressLine1Txt |
| City | STOCKBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 012629701 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TAMARA T STEVENS | ||||||||
| MONUMENT VALLEY ROAD | GREAT BARRINGTON | MA | 01230 | TRUSTEE | 8.00 | $20,000 | $0 | $0 |
| CASEY ROTHSTEIN-FITZPATRICK | ||||||||
| 864 UNDERMOUNTAIN ROAD | SHEFFIELD | MA | 01257 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PETER WILLIAMS | ||||||||
| PO BOX 1191 | STOCKBRIDGE | MA | 01262 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 WEST STREET 4 | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $57,058 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANT FOR IMPROVEMENTS AROUND THE HISTORIC JAMESWAY BARN AT NAUMKEAG IN STOCKBRIDGE, MA. | Description1Txt |
| Expenses1 | $100,000 | Expenses1Amt |
| Description2 | GRANT TO THE HORTICULTURAL INITIATIVE TO REVITALIZE CAMPUS GROUNDS AT THE BOSTON SYMPHONY ORCHESTRA'S SUMMER HOME, TANGLEWOOD. | Description2Txt |
| Expenses2 | $100,000 | Expenses2Amt |
| Description3 | GRANT FOR LOCAL ECONOMIC DEVELOPMENT. | Description3Txt |
| Expenses3 | $95,000 | Expenses3Amt |
| Description4 | GRANT TO INSULATE THE GUTHRIE CENTER BUILDING TO IMPROVE OPERATIONS ON A YEAR-ROUND BASIS. | Description4Txt |
| Expenses4 | $93,000 | Expenses4Amt |
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 | $15,749,959 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,002,813 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $360,714 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,113,486 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $18,113,486 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $271,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,841,784 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $892,089 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $892,089 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,132 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,132 | TotalTaxAmt |
| Distributable Before Adj | $858,957 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $858,957 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $858,957 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $735,486 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $735,486 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $735,486 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $858,957 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $25,458 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $195,755 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $91,008 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $312,221 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $735,486 | QualifyingDistributionsAmt |
| Applied To Current Year | $735,486 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $123,471 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $123,471 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $188,750 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $188,750 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $97,742 | ExcessFromYear4Amt |
| Excess From Year3 | $91,008 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TAMARA T STEVENS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1164 | AddressLine1Txt |
| City | STOCKBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4132981306 | RecipientPhoneNum |
| Form And Info And Materials | PERSONAL LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CONSTRUCT INC | |||||
| 41 MAHAIWE STREET | GREAT BARRINGTON | MA | 01230 | SOLAR POWER TO AFFORDABLE HOUSING | $20,000 |
| WEST STOCKBRIDGE HISTORICAL SOCIETY | |||||
| MAIN STREET | WEST STOCKBRIDGE | MA | 01266 | ACCESSIBILITY IMPROVEMENTS | $75,000 |
| FRACTURED ATLAS | |||||
| 248 WEST 35TH ST 10TH FL | NEW YORK | NY | 10001 | "OUR TOWN" PROJECT, TYRINGHAM, MA | $2,500 |
| FIRST CONGREGATIONAL CHURCH | |||||
| 4 MAIN STREET | STOCKBRIDGE | MA | 01262 | RESTORATION OF WINDOWS AND SHUTTERS | $75,000 |
| BOSTON SYMPHONY ORCHESTRA | |||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | HORTICULTURE INITIATIVE | $100,000 |
| THE GUTHRIE CENTER | |||||
| 2 VAN DEUSENVILLE ROAD | HOUSATONIC | MA | 01230 | INSULATION OF BUILDING | $93,000 |
| MAHAIWE PERFORMING ARTS CENTER | |||||
| PO BOX 690 | GREAT BARRINGTON | MA | 01230 | AUDIO AND LIGHTING IMPROVEMENTS | $15,000 |
| RIVERBROOK RESIDENCE INC | |||||
| 4 ICE GLEN ROAD | STOCKBRIDGE | MA | 01262 | RENOVATE COTTAGE TO A LIVING SPACE | $5,000 |
| NORMAN ROCKWELL MUSEUM | |||||
| PO BOX 308 | STOCKBRIDGE | MA | 01262 | "CENTER FOR ILLUSTRATION ART" GRANT | $10,000 |
| BERKSHIRE COMMUNITY COLLEGE FOUND | |||||
| 1350 WEST STREET | PITTSFIELD | MA | 01201 | ARTIFICIAL TURF FIELD FOR YOUTH | $50,000 |
| RONALD MCDONALD HOUSE SPRINGFIELD | |||||
| 34 CHAPIN TERRACE | SPRINGFIELD | MA | 01107 | "ROOM MAKEOEVER CAMPAIGN" GRANT | $30,000 |
| CDC OF SOUTH BERKSHIRE | |||||
| PO BOX 733 | GREAT BARRINGTON | MA | 01230 | LOCAL ECONOMIC DEVELOPMENT | $75,000 |
| CDC OF SOUTH BERKSHIRE | |||||
| PO BOX 733 | GREAT BARRINGTON | MA | 01230 | LOCAL ECONOMIC DEVELOPMENT | $20,000 |
| THE TRUSTEES OF RESERVATIONS | |||||
| 200 HIGH STREET 4TH FL | BOSTON | MA | 02110 | IMPROVEMENTS TO BARN AT NAUMKEAG | $100,000 |
| DOWNTOWN PITTSFIELD CULTURAL ASSOC | |||||
| 33 DUNHAM MALL | PITTSFIELD | MA | 01201 | BERKSHIRE LIGHTSCAPES PROJECT GRANT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $680,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,184 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $293,261 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,443,351 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,743,796 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,743,796 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | TO BE UTILIZED FOR CHARITABLE CONTRIBUTIONS |
| 8 | TO BE UTILIZED FOR CHARITABLE CONTRIBUTIONS |
| 11A | TO BE UTILIZED FOR CHARITABLE CONTRIBUTIONS |
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 | JOHN H FITZPATRICK ESTATE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,763,935 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION | CategoryTxt |
| Amt | $6,950 | Amt |
| Disbursements Charitable Prps | $3,475 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | 2009-01-02 | $364,859 | $96,917 | S/L | 32.0000 | $11,402 |
| OFFICE EQUIPMENT | 2009-01-02 | $10,058 | $10,058 | S/L | 7.0000 | |
| OFFICE EQUIPMENT | 2009-09-01 | $6,089 | $6,089 | S/L | 5.0000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,251,463 | EOYBookValueAmt |
| EOYFMV | $2,214,576 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $9,164,410 | EOYBookValueAmt |
| EOYFMV | $12,025,454 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH & MONEY MARKET FUNDS | AT COST | $1,486,871 | $1,486,871 |
| FOREIGN BOND | AT COST | $39,764 | $38,238 |
| PARTNERSHIP | AT COST | $113,000 | $113,000 |
| COLLECTABLES | AT COST | $182,035 | $110,035 |
| GOLD | AT COST | $200,000 | $136,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $381,006 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $124,466 | AccumulatedDepreciationAmt |
| Book Value | $256,540 | BookValueAmt |
| EOYFMV | $256,540 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $36,511 | LegalFeesAmt |
| Disbursements Charitable Prps | $36,511 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OFFICE EXPENSES | $2,215 |
| INSURANCE | $3,596 |
| BOARD EXPENSE | $1,175 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ASSET ADJUSTMENT FOR PRIOR YEAR UR GAINS | Desc |
| Amt | $1,187,402 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $87,173 | Amt |
| Net Investment Income | $87,173 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL AND STATE TAXES | CategoryTxt |
| Amt | $10,650 | Amt |
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