FEIGENBAUM FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
FEIGENBAUM FOUNDATION INC (EIN 04-3000345)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201523209349101922
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-16T10:38:55-08:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Lombardi Clairmont & Keegan CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line135 Pearl StreetAddressLine1Txt
CityPittsfieldCityNm
State AbbreviationMAStateAbbreviationCd
ZIP012014718ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043000345EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FEIGENBAUM FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFEIGBusinessNameControlTxt
Phone4134992880PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 SOUTH STREETAddressLine1Txt
CityPITTSFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEMIL GEORGEPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-11-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD A LOMBARDIPreparerPersonNm
PTINP00225243PTIN
Phone4134993733PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$39,113,921FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$21,180,265ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$589,930DividendsRevAndExpnssAmt
Dividends Net Invst Incm$549,164DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$797,017NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,273,612GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$797,017CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$444OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$22,567,656TotalRevAndExpnssAmt
Total Net Invst Incm$1,346,181TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$302,197CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$9,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$283,600CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$21,017PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$794PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$20,223PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$56,561AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$28,281AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$28,280AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$124,716OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$111,357OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$6,760OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16,901TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,246TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,030TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$788DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$39,000OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$39,000OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$764TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$764TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$16,238OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$16,150OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$578,182TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$155,678TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$395,807TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,366,704ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,366,704ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,944,886TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$155,678TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,762,511TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$20,622,770ExcessRevenueOverExpensesAmt
Net Investment Income$1,190,503NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$48,481CashBOYAmt
Cash EOY$235,202CashEOYAmt
Cash EOYFMV$235,202CashEOYFMVAmt
Sav And Temp Cash Invst BOY$920,520SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,554,608SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,554,608SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,680,616USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,150,100USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,162,827USGovtObligationsEOYFMVAmt
Corporate Stock BOY$11,438,787CorporateStockBOYAmt
Corporate Stock EOY$28,821,745CorporateStockEOYAmt
Corporate Stock EOYFMV$31,050,663CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,078,913CorporateBondsBOYAmt
Corporate Bonds EOY$3,067,004CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,073,995CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$23,681LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$788LandBldgEquipAccumDeprecAmt
Land EOY$22,893LandEOYAmt
Land EOYFMV$22,893LandEOYFMVAmt
Other Assets BOY$23,886OtherAssetsBOYAmt
Other Assets EOY$13,734OtherAssetsEOYAmt
Other Assets EOYFMV$13,733OtherAssetsEOYFMVAmt
Total Assets BOY$16,191,203TotalAssetsBOYAmt
Total Assets EOY$36,865,286TotalAssetsEOYAmt
Total Assets EOYFMV$39,113,921TotalAssetsEOYFMVAmt
Other Liabilities BOY$8,011OtherLiabilitiesBOYAmt
Other Liabilities EOY$59,324OtherLiabilitiesEOYAmt
Total Liabilities BOY$8,011TotalLiabilitiesBOYAmt
Total Liabilities EOY$59,324TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$16,183,192UnrestrictedBOYAmt
Unrestricted EOY$36,805,962UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$16,183,192TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$36,805,962TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,191,203TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$36,865,286TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,183,192TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$20,622,770ExcessRevenueOverExpensesAmt
Subtotal$36,805,962SubtotalAmt
Tot Net Ast Or Fund Balances EOY$36,805,962TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$797,017CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,398,669AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,412,588NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.23036DistributionYr1Rt
Adjusted Qlfy Distri Yr2$162,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,250,219NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04984DistributionYr2Rt
Adjusted Qlfy Distri Yr3$196,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,111,463NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.06315DistributionYr3Rt
Adjusted Qlfy Distri Yr4$260,750AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,082,937NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.08458DistributionYr4Rt
Adjusted Qlfy Distri Yr5$249,250AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,067,967NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.08124DistributionYr5Rt
Total Distribution0.50918TotalDistributionRt
Average Distribution0.10184AverageDistributionRt
Net Vl Noncharitable Assets$21,677,455NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,207,545AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$11,905NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,219,450AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,762,511QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$23,810InvestmentIncomeExciseTaxAmt
Subtotal$23,810SubtotalAmt
Tax Based On Investment Income$23,810TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,080EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$30,170AppliedToEsTaxAmt
Total Payments And Credits$36,250TotalPaymentsAndCreditsAmt
Overpayment$12,440OverpaymentAmt
Applied To ES Tax$12,440AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.feigenbaumfoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RICHARD A LOMBARDIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4134992880PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 SOUTH STREETAddressLine1Txt
CityPITTSFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01201ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmt
EMIL GEORGE
2 SOUTH STREETPITTSFIELDMA01201President20.00$180,000$1,556
RICHARD A LOMBARDI
35 PEARL STREETPITTSFIELDMA01201Treasurer8.00$36,000
LESLIE WARREN
2 SOUTH STREETPITTSFIELDMA01201Director40.00$76,600$7,799
ARMAND V FEIGENBAUM
2 SOUTH STREETPITTSFIELDMA01201Director0.00$0$242
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOMBARDI CLAIRMONT & KEEGAN CPASBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line135 PEARL STREETAddressLine1Txt
CityPITTSFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01201ZIPCd
FieldValueIRS element (for citing)
Service TypeBOOKKEEPINGServiceTypeTxt
Compensation$56,561CompensationAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,871,806AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,113,507AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$22,256FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$22,007,569TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$22,007,569AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$330,114CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,677,455NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,083,873MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,083,873MinimumInvestmentReturnAmt
Tax Based On Investment Income$23,810TaxBasedOnInvestmentIncomeAmt
Total Tax$23,810TotalTaxAmt
Distributable Before Adj$1,060,063DistributableBeforeAdjAmt
Distributable Before Ded$1,060,063DistributableBeforeDedAmt
Distributable As Adjusted$1,060,063DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,762,511ExpensesAndContributionsAmt
Qualifying Distributions$1,762,511QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,762,511AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,060,063DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$97,314ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$108,249ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$43,163ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,991ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,890,170ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,140,887TotalExcessDistributionCyovAmt
Qualifying Distributions$1,762,511QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,060,063AppliedToCurrentYearAmt
Remaining Distri From Corpus$702,448RemainingDistriFromCorpusAmt
Total Corpus$2,843,335TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$97,314ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,746,021ExcessDistriCyovToNextYrAmt
Excess From Year4$108,249ExcessFromYear4Amt
Excess From Year3$43,163ExcessFromYear3Amt
Excess From Year2$1,991ExcessFromYear2Amt
Excess From Year1$1,890,170ExcessFromYear1Amt
Excess From Current Year$702,448ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerARMAND V FEIGENBAUMContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE FEIGENBAUM FOUNDATION INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12 SOUTH STREET SUITE 235AddressLine1Txt
CityPITTSFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01201ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4134992880RecipientPhoneNum
Recipient Email Addressinfo@feigenbaumfoundation.comRecipientEmailAddressTxt
Form And Info And MaterialsGrant applications are submitted on standardized forms. APPLICANTS MUST ALSO PROVIDE AN IRS 501(C)(3) TAX EXEMPT LETTER, A DESCRIPTION OF THE GRANT PROPOSAL, INCLUDING A BUDGET FOR ANY PROJECT BEING FUNDED, RELEVENT INFORMATION ABOUT THE APPLICANT ORGANIZATION, AND THE APPLICANT'S MOST RECENT ANNUAL FINANCIAL STATEMENT AND OPERATING BUDGET.FormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATIONS ARE REVIEWED PERIODICALLY THROUGHOUT THE YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE MADE ONLY TO PRIVATE, NON-PROFIT 501(C)(3) ORGANIZATIONS THAT PROVIDE SERVICES THAT ARE CONSISTENT WITH THE FOUNDATION'S STATEMENT OF PURPOSE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BERKSHIRE ATHENAEUM
1 WENDELL AVENUEPITTSFIELDMA01201N/AN/AUNRESTRICTED$1,000
BERKSHIRE MUSEUM
39 SOUTH STREETPITTSFIELDMA01201N/AN/AFESTIVAL OF TREES$1,204
BERKSHIRE MUSEUM
39 SOUTH STREETPITTSFIELDMA01201N/AN/AUNRESTRICTED$200,000
BERKSHIRE MUSIC SCHOOL
30 WENDELL AVENUEPITTSFIELDMA01201N/AN/ABUILDING IMPROVEMENTS$50,000
BERKSHIRE UNITED WAY
200 SOUTH STREETPITTSFIELDMA01201N/AN/AUNRESTRICTED$10,000
COLONIAL THEATRE ASSOCIATION
111 SOUTH STREETPITTSFIELDMA01201N/AN/AUNRESTRICTED$200,000
HANCOCK SHAKER VILLAGE
1843 WEST HOUSATONIC STREETPITTSFIELDMA01201N/AN/AUNRESTRICTED$20,000
JEWISH FEDERATION OF THE BERKSHIRES
196 SOUTH STREETPITTSFIELDMA01201N/AN/AUNRESTRICTED$30,000
AMERICAN RED CROSS OF BERKSHIRE COUNTY
480 WEST STREETPITTSFIELDMA01201N/AN/AUNRESTRICTED$2,500
MIT SLOAN SCHOOL OF MANAGEMENT
50 MEMORIAL DRIVECAMBRIDGEMA02142N/AN/AANNUAL FUND$750
GLADYS ALLEN BRIGHAM CENTER
165 EAST STREETPITTSFIELDMA01201N/AN/ACAMPERSHIPS$700
BERKSHIRE COMMUNITY COLLEGE FOUNDATION
1350 WEST STREETPITTSFIELDMA01201N/AN/AUNRESTRICTED$1,000
BERKSHIRE NATURAL RESOURCES COUNCIL
20 BANK ROW 203PITTSFIELDMA01201N/AN/AUNRESTRICTED$1,000
NORMAN ROCKWELL MUSEUM
9 GLENDALE ROADSTOCKBRIDGEMA01262N/AN/ADIGITIZING COLLECTION$10,000
SHAKESPEARE AND COMPANY
70 KEMBLE STREETLENOXMA01240N/AN/AUNRESTRICTED$250
THANKSGIVING ANGELS
C/O SOUTH CONGREGATIONAL CHURCHPITTSFIELDMA01201N/AN/AUNRESTRICTED$500
MASSACHUSETTS COLLEGE OF LIBERAL ARTS
375 CHURCH STREETNORTH ADAMSMA01247N/AN/AENDOWMENT/CAPITAL CAMPAIGN$350,000
COLONIAL THEATRE ASSOCIATION
111 SOUTH STREETPITTSFIELDMA01201N/AN/AENDOWMENT FUNDS$300,000
SHAKESPEARE AND COMPANY
70 KEMBLE STREETLENOXMA01240N/AN/ACOURT PROGRAM$5,000
MCLA FOUNDATION INC
375 CHURCH STREETNORTH ADAMSMA01247N/AN/ASCHOLARSHIPS$40,000
PITTSFIELD 4TH OF JULY PARADE COMMI
PO BOX 1738PITTSFIELDMA01202N/AN/AUNRESTRICTED$300
BART CHARTER PUBLIC SCHOOL
1 COMMERCIAL STREETADAMSMA01220N/AN/ABUILDING FUND$10,000
BERKSHIRE COUNTY KIDS PLACE
63 WENDELL AVENUEPITTSFIELDMA01201N/AN/AUNRESTRICTED$10,000
BERKSHIRE COUNTY ARC
395 SOUTH STREETPITTSFIELDMA01201N/AN/ARESPITE HOUSE OPERATIONS$5,000
BERKSHIRES JAZZ INC
46 GLORY DRIVEPITTSFIELDMA01201N/AN/AUNRESTRICTED$1,500
BERKSHIRE PULSE INC
420 PARK STREETHOUSATONICMA01236N/AN/AUNRESTRICTED$1,000
CHRISTIAN CENTER OF PITTSFIELD INC
193 ROBBINS AVENUEPITTSFIELDMA01201N/AN/AMEALS & FOOD PANTRY$5,000
COMMUNITY LEGAL AID INC
152 NORTH STREETPITTSFIELDMA01201N/AN/AUNRESTRICTED$1,000
HELP YOURSELF FOUNDATION INC
1090 AVON ROADSCHENECTADYNY12308N/AN/AUNRESTRICTED$20,000
IS 183 INC
13 WILLARD HILL ROADSTOCKBRIDGEMA01262N/AN/AUNRESTRICTED$10,000
MAHAIWE PERFORMING ARTS CENTER INC
14 CASTLE STREETGREAT BARRINGTONMA01230N/AN/AUNRESTRICTED$15,000
PEDIATRIC DEVELOPMENT CENTER INC
388 COLUMBUS AVENUE EXTENSIONPITTSFIELDMA01201N/AN/AUNRESTRICTED$10,000
PITTSFIELD BEAUTIFUL INC
PO BOX 725PITTSFIELDMA01201N/AN/AUNRESTRICTED$1,500
PITTSFIELD FAMILY YMCA
292 NORTH STREETPITTSFIELDMA01201N/AN/AWOMEN'S LOCKER ROOM RENOVATIONS$10,000
PITTSFIELD GIRLS SOFTBALL INC
PO BOX 928PITTSFIELDMA01201N/AN/AUNRESTRICTED$1,000
ST JOSEPH CENTRAL HIGH SCHOOL
22 MAPLEWOOD AVENUEPITTSFIELDMA01201N/AN/AUPGRADE COMPUTERS$10,000
THE EDWARD J MADDEN MEMORIAL OPEN H
250 MONUMENT VALLEY ROADGREAT BARRINGTONMA01230N/AN/ABUILDING RESTORATION$30,000
WAM THEATRE INC
45 WALKER STREETLENOXMA01240N/AN/ASUBSIDIZE TICKETS$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,366,704TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE BRIEN CENTER INC
359 FENN STREETPITTSFIELDMA01201N/AN/ABUILDING RENOVATION$30,000
BERKSHIRE COMMUNITY COLLEGE
1350 WEST STREETPITTSFIELDMA01201N/AN/ATURF FIELD INSTALLATION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$80,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$589,930ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$797,017ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescROYALTIESDesc
Exclusion15ExclusionCd
Exclusion$444ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,387,391ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,387,391TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ARMAND V FEIGENBAUM
12 SOUTH STREETPITTSFIELDMA01201$150,000Yes (X)
DONALD S FEIGENBAUM 1994 TRUST
22 SOUTH STREETPITTSFIELDMA01201$16,373,901Yes (X)Yes (X)
ARMAND V FEIGENBAUM 1994 TRUST
32 SOUTH STREETPITTSFIELDMA01201$4,656,364Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2PUBLICLY TRADED SECURITIES$14,927,4952014-01-01
3PUBLICLY TRADED SECURITIES$3,949,6742014-01-01

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$56,561Amt
Net Investment Income$28,281NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$28,280DisbursementsCharitablePrpsAmt

Amortization Schedule AmortizationSchedule

Amortization Schedule Detail AmortizationScheduleDetail

FieldValueIRS element (for citing)
Amortized ExpensesMICROSOFT FOR NEW COMPUTEAmortizedExpensesDesc
Acquired Completed Or Expended2014-11-13AcquiredCompletedOrExpendedDt
Amortized$1,591AmortizedAmt
Amortization Period3.0000AmortizationPeriodRt
Current Year Amortization$88CurrentYearAmortizationAmt
Total Amortization$88TotalAmortizationAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (7 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
DESK AND CHAIR2014-03-04$2,696SL7.0000$385
PAPER SHREDDER2014-04-29$350SL7.0000$33
DELL DUAL MONITORS W/STAN2014-11-13$885SL5.0000$30
4 DELL 9020 OPTIPLEX COMP2014-11-13$5,041SL5.0000$168
2 DELL 9030 OPTIPLEX COMP2014-11-13$2,995SL5.0000$100
DELL WRELSS KEYBRD & MOU2014-11-13$149SL5.0000$5
RICOH COPIER/SCANNER/FAX2014-11-26$4,000SL5.0000$67

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSEE ATTACHED SCHEDULEBondNm
EOY Book Value$3,067,004EOYBookValueAmt
EOYFMV$3,073,995EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHED SCHEDULEStockNm
EOY Book Value$28,821,745EOYBookValueAmt
EOYFMV$31,050,663EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,150,100USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,162,827USGovtObligationsEOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Furniture and Fixtures$2,696$385$2,311
Machinery and Equipment$20,985$403$20,582$22,893

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DEPOSITS ON FIXED ASSETS$23,886$12,230$12,230
Net Intangible Assets$1,503
NET INTANGIBLE ASSETS$1,503
Rounding$1

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Amortization$88
DUES AND SUBSCRIPTIONS$955$955
ENTERTAINMENT$79$79
EQUIPMENT REPAIRS & MAINTENANCE$275$275
INSURANCE$3,659$3,659
MISCELLANEOUS$1,103$1,103
OFFICE SUPPLIES AND STATIONERY$4,856$4,856
POSTAGE$1,352$1,352
TELEPHONE$3,871$3,871

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescROYALTIESDesc
Revenue And Expenses Per Books$444RevenueAndExpensesPerBooksAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
PAYROLL TAXES PAYABLE$8,011$6,714
PENDING TRADES - DUE TO BROKER$52,610

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMPUTER CONSULTING$4,760$0$0$4,760
HEALTH INSURANCE CONSULTING$2,000$0$0$2,000
INVESTMENT EXPENSES$117,956$111,357$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
FILING FEES$1,030$1,030
FOREIGN TAXES ON DIVIDENDS$6,246$6,246
INCOME TAXES$9,625

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