THE VELMANS FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE VELMANS FOUNDATION INC (EIN 13-3321706)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-20
- IRS object ID
- 201801719349100700
- 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
- 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 | 2018-06-20T08:38:48-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-29 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIM H WHALEN | PreparerPersonNm |
| PTIN | P00395622 | PTIN |
| Phone | 4134649940 | PhoneNum |
| Preparation | 2018-06-13 | 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 | 2018-06-20 | IPDt |
| IP Tm | 07:38:48 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 35D3879163D6E86CE39169CEF1932A0DEFAB2344 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 369B8059A9915DF27F7270DC0ED199D7F149CA52 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $340,779 | 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 | $2,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,980 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,930 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,980 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,614 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,614 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,614 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,098 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $139,291 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,098 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $53,192 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,642 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,594 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,991 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,991 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $578 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1 | TaxesNetInvstIncmAmt |
| 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 | $6,169 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,292 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,369 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,292 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,177 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,350 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,594 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,493 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,506 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,506 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $16 | PrepaidExpensesEOYAmt |
| US Government Obligations BOY | $77,540 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $52,034 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $28,484 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $145,157 | CorporateStockBOYAmt |
| Corporate Stock EOY | $173,460 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $198,313 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $109,211 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $93,670 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $96,476 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $356,401 | TotalAssetsBOYAmt |
| Total Assets EOY | $336,686 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $340,779 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $462 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $462 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $356,401 | UnrestrictedBOYAmt |
| Unrestricted EOY | $336,224 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $356,401 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $336,224 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $356,401 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $336,686 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $356,401 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,177 | ExcessRevenueOverExpensesAmt |
| Subtotal | $336,224 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $336,224 | 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 | $138,782 | GrossSalesPriceAmt |
| Cost Or Other Basis | $101,193 | CostOrOtherBasisAmt |
| Gain Or Loss | $37,589 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $37,589 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,098 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $371,280 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041747 | DistributionYr1Rt |
| Net Vl Noncharitable Assets Yr2 | $360,127 | NetVlNoncharitableAssetsYr2Amt |
| Adjusted Qlfy Distri Yr3 | $15,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $376,800 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039809 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $374,587 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.016285 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,554 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $378,667 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.085970 | DistributionYr5Rt |
| Total Distribution | 0.183811 | TotalDistributionRt |
| Average Distribution | 0.045953 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $350,129 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,089 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $444 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,533 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $68,500 | 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 | $444 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $444 | SubtotalAmt |
| Tax Based On Investment Income | $444 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $460 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $460 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16 | OverpaymentAmt |
| Applied To ES Tax | $16 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 |
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 | $334,349 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,112 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $355,461 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $355,461 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,332 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $350,129 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,506 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,506 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $444 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $444 | TotalTaxAmt |
| Distributable Before Adj | $17,062 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,062 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,062 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $68,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $444 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $68,056 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,062 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $10,896 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $10,896 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $17,062 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $51,438 | RemainingDistriFromCorpusAmt |
| Total Corpus | $62,334 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,896 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,438 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $51,438 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EMPOWER GENERATION | ||||||
| 7455 SW MONTCLAIR DR | PORTLAND | OR | 97225 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $50,000 |
| FLYING CLOUD INSTITUTE | ||||||
| 352 MAIN ST SUITE 212 | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 |
| CLOSE ENCOUNTERS WITH MUSIC | ||||||
| PO BOX 34 | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 |
| BARRINGTON STAGE COMPANY | ||||||
| 30 UNION ST | PITTSFIELD | MA | 01201 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 |
| BERKSHIRE AGRICULTURAL VENTURES | ||||||
| 314 MAIN ST SUITE 23 | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 |
| BERKSHIRE PULSE | ||||||
| PO BOX 37 | HOUSATONIC | MA | 01236 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 |
| COMMUNITY ACCESS TO THE ARTS | ||||||
| 40 RAILROAD ST | GREAT BARRINGTON | MA | 01230 | 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 |
| ELDER SERVICES OF BERKSHIRE COUNTY | ||||||
| 877 SOUTH ST SUITE 4E | PITTSFIELD | MA | 01201 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $200 |
| 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 |
| PLANNED PARENTHOOD | ||||||
| 123 WILLIAM ST NO 10 FL | NEW YORK | NY | 10038 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 |
| RAILROAD STREET YOUTH PROJECT | ||||||
| PO BOX 1339 | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 |
| SHEFFIELD TIMES (ASSOCIATION) | ||||||
| 159 MAIN ST 161 | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $350 |
| SHEFFIELD HISTORICAL SOCIETY | ||||||
| 404 LEGEYT RD | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $400 |
| SHEFFIELD LAND TRUST | ||||||
| 25 COOK ROAD PO BOX 327 | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 |
| FRIENDS OF SHEFFIELD SENIOR CENTER | ||||||
| 777 SOUTH MAIN ST | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 |
| VOLUNTEERS IN MEDICINE | ||||||
| 318 CENTRAL AVENUE | ALBANY | NY | 12206 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 |
| WAMC | ||||||
| 402 HANCOCK RD | WILLIAMSTOWN | MA | 01267 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 |
| NEW WORLD ENDOWMENT FUND | ||||||
| 153 BOW WOW RD | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 |
| MILL POND CONSERVATION ASSOCIATION | ||||||
| PO BOX 983 | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $900 |
| BERKSHIRE GROWN | ||||||
| 75 SOUTH CHURCH ST | PITTSFIELD | MA | 01201 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $750 |
| COMMUNITY HEALTH PROGRAMS | ||||||
| PO BOX 825 | STOCKBRIDGE | MA | 01262 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 |
| EAGLE FUND - BTCF | ||||||
| PO BOX 940 | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 |
| FIRST CONGREGATIONS CHURCH | ||||||
| 877 SOUTH ST | PITTSFIELD | MA | 01201 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 |
| THE SHEFFIELD TREE PROJECT | ||||||
| 244 MAIN ST 3 | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $100 |
| HOSPICE CARE OF THE BERKSHIRES | ||||||
| 444 STOCKBRIDGE RD | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 |
| MAHAIWE PERFORMING ARTS CENTER | ||||||
| 91 MAIN ST | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 |
| DEWEY MEMORIAL HALL | ||||||
| 46 MAIN STREET | SHEFFIELD | MA | 01257 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 |
| FRIENDS OF BUSHNELL SAGE LIBRARY | ||||||
| 60 BRIDGE ST | GREAT BARRINGTON | MA | 01230 | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,980 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,614 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,098 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $50,692 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,692 | 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 | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 15000 MICROSOFT CORP | ||
| 15000 BERKSHIRE HATHAWAY | $15,791 | $15,749 |
| 20000 HEWLETT PACKARD | $19,897 | $20,833 |
| 15000 LAB CORP OF AMERICA HOLDINGS | $15,245 | $15,572 |
| 15000 CATERPILLAR FINANCIAL | $15,138 | $15,780 |
| 26000 GOLDMAN SACHS | $27,599 | $28,542 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4 ADVANSIX INC. | ||
| 50 AIG INC. | ||
| 824 AT&T INC | ||
| 125 BRISTOL MYERS SQUIBB | $4,936 | $7,660 |
| 150 DOW / DUPONT | $9,285 | $10,683 |
| 100 DUKE ENERGY | $8,203 | $8,411 |
| 285 EXXON MOBIL | $17,851 | $12,546 |
| 100 HONEYWELL INTERNATIONAL | $10,158 | $15,336 |
| 250 INTEL | $7,876 | $11,540 |
| 100 JP MORGAN | $8,552 | $10,694 |
| 70 MCDONALDS | $9,337 | $12,048 |
| 125 MERCK & CO | $6,791 | $7,034 |
| 300 MICROCHIP TECH | $6,426 | $13,182 |
| 125 MICROSOFT | $5,990 | $9,580 |
| 319 PROCTER & GAMBLE | $17,561 | $13,782 |
| 150 PUBLIC SERVICE ENTERPRISE | $5,982 | $7,725 |
| 185 SELECT SECTOR SPIDER FUND | ||
| 50 VERIZON | ||
| 250 WEYERHAEUSER CO | $8,688 | $8,815 |
| 65 3M COMPANY | $7,000 | $10,592 |
| 129 IRON MOUNTAIN | $4,560 | $4,716 |
| 125 WELLTOWER INC | $9,211 | $7,971 |
| 170 VANGUARD TAX MANAGED MSCE ETF | ||
| 1700 CALAMOS CONVERT OPP & INC FD | $18,119 | $19,023 |
| 132 ISHARES CORPORATE BONDS | $6,934 | $6,975 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $27,091 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,166 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $24,943 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $25,318 | StateLocalSecEOYFMVAmt |
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 | $2,991 | Amt |
| Net Investment Income | $2,991 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $1 | $1 |
| INCOME TAXES - FEDERAL | $577 |
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