2014-05-14T13:05:33-05:00 2013-12-31 SMITH WATSON & CO LLP 406 MAIN STREET GREAT BARRINGTON MA 01230 990PF 2013-01-01 133321706 THE VELMANS FOUNDATION INC VELM 4132292709 PO BOX 178 SHEFFIELD MA 01257 LOET VELMANS TRUSTEE 4132292709 2014-05-06 KIM H WHALEN P00395622 4135281111 2014-05-14 X 2013 2015-12-30 17:16:21Z X 375673 X X 7850 5600 7850 6770 6770 6770 -4416 132926 10204 12370 14620 2485 2485 3278 3278 120 120 100 100 5983 5883 100 6000 6000 11983 5883 6100 -1779 6487 14620 1373 33 33 47093 49896 49896 82830 81351 73628 176697 106509 135294 52062 120487 116822 360055 358276 375673 0 X 360055 358276 360055 358276 360055 358276 360055 -1779 358276 358276 15000 BMC SOFTWARE INC SR UNSECURED P 2013-05-16 2013-11-14 9983 15797 -5814 -5814 1250 SH COHEN & STEERS MLP INCOME... P 2013-03-28 2013-11-14 21600 24336 -2736 -2736 GNMA PASS THRU POOL NATIONAL CITY... P 2009-05-07 2013-12-31 4548 1478 3070 3070 25000 GENERAL ELECTRIC CO NOTE P 2003-04-08 2013-02-01 25000 25543 -543 -543 450 SH HJ HEINZ CO P 2012-09-14 2013-02-14 32585 25470 7115 7115 200 SH ISHARES TIP BOND ETF P 2012-09-14 2013-11-14 22350 24452 -2102 -2102 1200 SH TEMPLETON EMERGING MARKET... P 2012-11-20 2013-11-14 16860 20266 -3406 -3406 -4416 -4841 false 32554 378667 0.085970 14427 394160 0.036602 55446 395988 0.140019 26459 396283 0.066768 26162 426238 0.061379 0.390738 0.078148 374587 29273 65 29338 6100 130 130 130 130 false false false false false false false true true NY true false false false false true N/A LOET VELMANS 4132292709 PO BOX 178 SHEFFIELD MA 01257 false false false false false false false false false false false false false false false false false false false LOET VELMANS PO BOX 178 SHEFFIELD MA 01257 TRUSTEE 1.00 0 0 0 NONE NONE N/A 341106 39185 0 380291 380291 5704 374587 18729 18729 130 130 18599 18599 18599 6100 6100 6100 18599 4377 7893 35493 13827 61590 6100 6100 12499 12499 49091 0 49091 35264 13827 X EMPOWER GENERATION 7455 SW MONTCLAIR DRIVE PORTLAND OR 97225 PROMOTE ENERGY DEVELOPMENT/SERVICES 5000 GREAT BARRINGTON FAIR GROUNDS PO BOX 121 GREAT BARRINGTON MA 01230 REDEVELPMENT PROJECT 1000 6000 14 7850 14 6770 25 -4416 10204 10204 false false false false false false false false false false ACCOUNTING FEES 2485 2485 LOET VELMANS PURCHASE 15000 BERKSHIRE HATHAWAY 15791 15465 15000 CATERPILLAR FINANCIAL 15138 14809 25000 GENERAL ELECTRIC 26000 GOLDMAN SACHS 27599 25802 20000 HEWLETT PACKARD 19897 19660 15000 MICROSOFT CORP 15543 15289 25000 SBC COMMUNICATIONS 26519 25797 824 AT&T INC 25013 28972 60 BRISTOL MYERS SQUIBB 1465 3189 285 EXXON MOBIL 20033 28842 450 HJ HEINZ CO 35 INTEGRYS ENERGY 1566 1904 75 INTEL 1541 1947 200 ISHARES TR BARCLAYS TIP SEC FD 40 MERCK & CO 1491 2002 50 MICROSOFT 1459 1871 60 ORACLE 1547 2296 319 PROCTER & GAMBLE 20014 25970 50 PUBLIC SERVICE ENTERPRISE 1550 1602 30 TARGE 1623 1898 1200 TEMPLETON EMERGING MKTS FD 30 THE TRAVELERS COMPANIES 1586 2716 50 VERIZON 1351 2457 170 VANGUARD TAX MANAGED MSCE ETF 6040 7086 1700 CALAMOS CONVERT OPP & INC FD 20230 22542 31203 17262 50148 56366 EXPENSES FILING FEES 100 100 INVESTMENT FEES 3278 3278 INCOME TAXES - FEDERAL 103 103 FOREIGN TAXES 17 17