DOBBINS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DOBBINS FOUNDATION (EIN 13-4078241)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-20
- IRS object ID
- 201511409349100011
- Schema version
- 2014v5.0
- 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 Land Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-20T13:41:15-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kushi & Myers Pc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 Henry Ave | AddressLine1Txt |
| City | Pittsfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134078241 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOBBINS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO MICHELE DODGE DIRECTOR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOBB | BusinessNameControlTxt |
| Phone | 4132385372 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 RIVER ROAD | AddressLine1Txt |
| City | WORTHINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01098 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE DOBBINS DODGE | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2015-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Raymond T Kushi Jr | PreparerPersonNm |
| PTIN | P00234045 | PTIN |
| Phone | 4134434731 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,921,627 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $50,731 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,731 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $50,731 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,502 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $138,830 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $709 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $117 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $117 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $177 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $41,350 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,852 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $51,621 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,975 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $14,165 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,165 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,076 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $396 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $476 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $32,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,930 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,930 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,622 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,930 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$77,272 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,316 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $51,621 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $821 | CashBOYAmt |
| Cash EOY | $142 | CashEOYAmt |
| Cash EOYFMV | $142 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,459 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,424 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,424 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,232,475 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,158,917 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,823,424 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,699 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,699 | InvstLandAccumDepreciationAmt |
| Other Investments BOY | $36,451 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,451 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $75,637 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,294,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,216,934 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,921,627 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,500 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,290,706 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,213,434 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,290,706 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,213,434 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,294,206 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,216,934 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,290,706 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$77,272 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,213,434 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,213,434 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500 BROADCOM CORP CL A | P | 2013-09-18 | 2014-04-14 | $14,537 | $13,828 | $709 | $709 |
| 500 CANADIAN NATURAL RESOURCES LTD | P | 2011-10-20 | 2014-05-01 | $20,387 | $16,124 | $4,263 | $4,263 |
| 300 CANADIAN NATURAL RESOURCES LTD | P | 2012-05-02 | 2014-05-02 | $12,232 | $10,334 | $1,898 | $1,898 |
| 200 CANADIAN NATURAL RESOURCES LTD | P | 2013-01-10 | 2014-05-03 | $8,155 | $6,014 | $2,141 | $2,141 |
| 1000 GENERAL ELECTRIC | P | 2000-02-17 | 2014-04-02 | $12,961 | $22,582 | -$9,621 | -$9,621 |
| 1000 GENERAL ELECTRIC | P | 2000-02-17 | 2014-04-02 | $12,961 | $22,624 | -$9,663 | -$9,663 |
| 500 TARGET CORP | P | 2012-01-12 | 2014-11-28 | $36,987 | $24,644 | $12,343 | $12,343 |
| 1000 WEATHERFORD INTERNATIONAL LTD | P | 2006-12-12 | 2014-03-18 | $16,695 | $23,243 | -$6,548 | -$6,548 |
| 1000 YAMANA GOLD INC | P | 2013-08-07 | 2014-11-28 | $3,915 | $8,939 | -$5,024 | -$5,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,502 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $709 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $72,160 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,738,432 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04151 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,193 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,537,395 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.02875 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,899 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,445,445 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03867 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $82,328 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,353,238 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06084 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $99,053 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,191,816 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.08311 | DistributionYr5Rt |
| Total Distribution | 0.25288 | TotalDistributionRt |
| Average Distribution | 0.05058 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,751,478 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $88,581 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $333 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $88,914 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $85,930 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $666 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $666 | SubtotalAmt |
| Tax Based On Investment Income | $666 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $680 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $14 | OverpaymentAmt |
| Applied To ES Tax | $14 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUSHI & MYERS PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4134434731 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 HENRY AVENUE | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | 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 | false | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| HOLLY DOBBINS | ||||||
| 65 BRUNNELL AVENUE | LENOX | MA | 01240 | Director | 1.00 | $7,000 |
| MICHELLE DOBBINS DODGE | ||||||
| 311 RIVER ROAD | WORTHINGTON | MA | 01098 | Director | 1.00 | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,738,542 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,608 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,778,150 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,778,150 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,672 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,751,478 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,574 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,574 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $666 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $666 | TotalTaxAmt |
| Distributable Before Adj | $86,908 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $86,908 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $86,908 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,930 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $85,930 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $85,930 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,908 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $85,690 | UndistributedIncomePYAmt |
| Qualifying Distributions | $85,930 | QualifyingDistributionsAmt |
| Applied To Year1 | $85,690 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $240 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $86,668 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BERKSHIRE MUSEUM | |||||||
| 39 SOUTH ST | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $8,560 |
| BERKSHIRE COUNTY RED CROSS | |||||||
| 480 WEST ST | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $2,000 |
| YMCA | |||||||
| 292 NORTH ST | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $10,000 |
| BERKSHIRE HUMANE SOCIETY | |||||||
| 108 CADWELL RD | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $5,000 |
| BERKSHIRE THEATRE GROUP | |||||||
| 6 EAST MAIN ST | STOCKBRIDGE | MA | 01262 | N/A | PUBLIC | PROGRAM | $4,000 |
| TRUSTEES OF RESERVATIONS | |||||||
| 1 SARGENT RD | STOCKBRIDGE | MA | 01262 | N/A | PUBLIC | PROGRAM | $2,500 |
| BARRINGTON STAGE CO | |||||||
| 30 UNION STREET | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $2,500 |
| VENTFORT HALL ASSOC INC | |||||||
| 104 WALKER ST | LENOX | MA | 01240 | N/A | PUBLIC | PROGRAM | $21,300 |
| NORMAN ROCKWELL MUSEUM | |||||||
| 9 GLENDALE RD | STOCKBRIDGE | MA | 01262 | N/A | PUBLIC | PROGRAM | $1,000 |
| HANCOCK SHAKER VILLAGE | |||||||
| ROUTE 20 | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $1,000 |
| CHRISTIAN CENTER OF PITTSFIELD | |||||||
| 193 ROBBINS AVE | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $2,000 |
| FRIENDS OF TANGLEWOOD | |||||||
| ROUTE 183 | LENOX | MA | 01240 | N/A | PUBLIC | PROGRAM | $750 |
| BERKSHIRE BOTANICAL GARDEN | |||||||
| ROUTE 102 | STOCKBRIDGE | MA | 01262 | N/A | PUBLIC | PROGRAM | $1,670 |
| MASS MOCA | |||||||
| 87 MARSHALL ST | NORTH ADAMS | MA | 01247 | N/A | PUBLIC | PROGRAM | $1,000 |
| ST LAWRENCE UNIVERSITY | |||||||
| 23 RANODA DRIVE | CANTON | NY | 13617 | N/A | PUBLIC | PROGRAM | $200 |
| CLARK ART INSTITUTE | |||||||
| 225 SOUTH ST | WILLIAMSTOWN | MA | 01267 | N/A | PUBLIC | PROGRAM | $2,200 |
| COMMUNITY ACCESS TO THE ARTS | |||||||
| 40 RAILROAD ST | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC | PROGRAM | $500 |
| ELEANOR SONSINI ANIMAL SHELTER | |||||||
| 63 DOWNING PARKWAY | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $5,000 |
| CHESTER THEATRE COMPANY | |||||||
| 4 MAIN STREET | CHESTER | MA | 01011 | N/A | PUBLIC | PROGRAM | $500 |
| NUTSHELL PLAYHOUSE INC | |||||||
| 46 BRUNNELL AVENUE | LENOX | MA | 01240 | N/A | PUBLIC | PROGRAM | $500 |
| MISS HALLS SCHOOL | |||||||
| 492 HOLMES ROAD | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $7,000 |
| JACOBS PILLOW | |||||||
| 358 GEORGE CARTER RD | BECKET | MA | 01223 | N/A | PUBLIC | PROGRAM | $1,000 |
| SHAKESPEARE & COMPANY | |||||||
| 70 KEMBLE ST | LENOX | MA | 01240 | N/A | PUBLIC | PROGRAM | $1,000 |
| HELEN BERUBE TEEN PARENT PROGRAM | |||||||
| 88 SOUTH STREET | PITTSFIELD | MA | 01201 | PUBLIC | PROGRAM | $1,000 | |
| MASS AUDUBON SOCIETY | |||||||
| 208 SOUTH GREAT POND RD | LINCOLN | MA | 01773 | PUBLIC | PROGRAM | $750 | |
| GUTHRIE CENTER | |||||||
| 2 Van Deusenville Rd | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC | PROGRAM | $500 |
| LENOX LIBRARY | |||||||
| 18 MAIN ST | LENOX | MA | 01240 | N/A | PUBLIC | PROGRAM | $500 |
| THE MOUNT | |||||||
| 2 PLUNKETT ST | LENOX | MA | 01240 | N/A | PUBLIC | PROGRAM | $500 |
| ELIZABETH FREEMAN CENTER | |||||||
| 43 FRANCIS AVE | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $1,000 |
| WORTHINGTON LIBRARY | |||||||
| 1 HUNTINGTON RD | WORTHINGTON | MA | 01098 | N/A | PUBLIC | PROGRAM | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,930 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $4 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $50,731 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$9,502 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $117 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $41,233 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,350 | 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) |
|---|---|---|
| Amt | $2,975 | Amt |
| Net Investment Income | $2,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $1,699 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,699 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| LICENSES & PERMITS | $352 |
| OFFICE EXPENSE | $124 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $117 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESCROW ACCOUNT | Desc |
| BOY Book Value | $3,500 | BOYBookValueAmt |
| EOY Book Value | $3,500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $14,165 | Amt |
| Net Investment Income | $14,165 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL FOUNDATION TAXES | $680 | |
| FOREIGN TAXES ON INVESTMENTS | $396 | $396 |
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