DOBBINS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DOBBINS FOUNDATION (EIN 13-4078241)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-16
- IRS object ID
- 201432599349100403
- Schema version
- 2013v3.1
- 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
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-16T08:39:57-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kushi & Myers Pc | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 Henry Ave | AddressLine1 |
| City | Pittsfield | City |
| State | MA | State |
| ZIP Code | 01201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | CO MICHELE DODGE DIRECTOR | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOBB | BusinessNameControlTxt |
| Phone | 4134434731 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 RIVER ROAD | AddressLine1 |
| City | WORTHINGTON | City |
| State | MA | State |
| ZIP Code | 01098 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE DOBBINS DODGE | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2014-09-16 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,963,498 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $44,575 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,575 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $44,575 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$20,099 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $248,132 | GrossSalesPriceAmt |
| Total Rev And Expnss | $24,482 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,581 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $44,581 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,335 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,335 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $782 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $181 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $388 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $23,505 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,516 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,160 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,160 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,665 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,516 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,160 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$71,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,065 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $44,581 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,342 | CashBOYAmt |
| Cash EOY | $821 | CashEOYAmt |
| Cash EOYFMV | $821 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $40,292 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,459 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,459 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,287,223 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,232,475 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,869,554 | 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 | $68,664 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,367,308 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,294,206 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,963,498 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,419 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,419 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,500 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,361,889 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,290,706 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,361,889 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,290,706 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,367,308 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,294,206 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,361,889 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$71,183 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,290,706 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,290,706 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 400 APACHE CORP | P | 2011-11-21 | 2013-04-12 | $30,085 | $37,901 | -$7,816 | -$7,816 |
| 500 BARRICK GOLD CORP | P | 2008-05-12 | 2013-08-07 | $7,776 | $19,695 | -$11,919 | -$11,919 |
| 300 BARRICK GOLD CORP | P | 2013-02-05 | 2013-08-07 | $4,666 | $9,711 | -$5,045 | -$5,045 |
| 500 CISCO SYS INC | P | 2004-10-21 | 2013-10-14 | $11,608 | $9,436 | $2,172 | $2,172 |
| 1000 CSX CORP | P | 2011-07-22 | 2013-03-22 | $24,012 | $25,985 | -$1,973 | -$1,973 |
| 1000 GENERAL ELECTRIC | P | 2000-02-17 | 2013-09-11 | $24,003 | $45,212 | -$21,209 | -$21,209 |
| 1000 GENERAL ELECTRIC | P | 2000-02-17 | 2013-10-14 | $24,234 | $45,212 | -$20,978 | -$20,978 |
| 500 GOLD CORP | P | 2009-12-09 | 2013-10-14 | $11,875 | $20,392 | -$8,517 | -$8,517 |
| 300 GOLD CORP | P | 2012-05-02 | 2013-10-14 | $7,125 | $11,390 | -$4,265 | -$4,265 |
| 33.333 PRICELINE.COM | P | 2000-04-25 | 2013-04-15 | $24,373 | $13,888 | $10,485 | $10,485 |
| 66.667 PRICELINE.COM | P | 2000-05-24 | 2013-04-15 | $48,748 | $14,477 | $34,271 | $34,271 |
| 20 PRICELINE.COM | P | 2000-05-24 | 2013-10-14 | $20,002 | $4,343 | $15,659 | $15,659 |
| 800 TALISMAN ENERGY | P | 2012-02-16 | 2013-03-22 | $9,625 | $10,589 | -$964 | -$964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$20,099 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,045 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,193 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,537,395 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.02875 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,899 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,445,445 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03867 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $82,328 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,353,238 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06084 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $99,053 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,191,816 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08311 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $134,607 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,149,635 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06262 | DistributionYr5Rt |
| Total Distribution | 0.27399 | TotalDistributionRt |
| Average Distribution | 0.05480 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,738,432 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $95,261 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $321 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $95,582 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $72,160 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $641 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $641 | SubtotalAmt |
| Tax Based On Investment Income | $641 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $640 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $640 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $4 | 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 |
| 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | PITTSFIELD | City |
| State | MA | State |
| ZIP Code | 01201 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| HOLLY DOBBINS | ||||||
| 65 BRUNNELL AVENUE | LENOX | MA | 01240 | Director | 1.00 | $5,000 |
| MICHELLE DOBBINS DODGE | ||||||
| 311 RIVER ROAD | WORTHINGTON | MA | 01098 | Director | 1.00 | $5,000 |
| 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 | $1,701,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,521 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,764,906 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,764,906 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,474 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,738,432 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,922 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,922 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $641 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $641 | TotalTaxAmt |
| Distributable Before Adj | $86,281 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $86,281 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $86,281 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,160 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $72,160 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $72,160 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,281 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $71,569 | UndistributedIncomePYAmt |
| Qualifying Distributions | $72,160 | QualifyingDistributionsAmt |
| Applied To Year1 | $71,569 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $591 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $85,690 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BERKSHIRE MUSEUM | |||||||
| 39 SOUTH ST | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $8,710 |
| 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 | $3,000 |
| 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 | $1,000 |
| VENTFORT HALL ASSOC INC | |||||||
| 104 WALKER ST | LENOX | MA | 01240 | N/A | PUBLIC | PROGRAM | $16,000 |
| 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 | $1,000 |
| 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 | $1,000 |
| 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 | $1,200 |
| 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 | $4,000 |
| CHESTER THEATRE COMPANY | |||||||
| 4 MAIN STREET | CHESTER | MA | 01011 | N/A | PUBLIC | PROGRAM | $550 |
| NUTSHELL PLAYHOUSE INC | |||||||
| 46 BRUNNELL AVENUE | LENOX | MA | 01240 | N/A | PUBLIC | PROGRAM | $250 |
| MISS HALLS SCHOOL | |||||||
| 492 HOLMES ROAD | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $5,000 |
| MAINE WINTER SPORTS CENTER | |||||||
| 552 MAIN STREET | CARIBOU | ME | 04736 | N/A | PUBLIC | PROGRAM | $4,000 |
| 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 | $500 |
| HELEN BERUBE TEEN PARENT PROGRAM | |||||||
| 88 SOUTH STREET | PITTSFIELD | MA | 01201 | PUBLIC | PROGRAM | $500 | |
| MASS AUDUBON SOCIETY | |||||||
| 208 SOUTH GREAT POND RD | LINCOLN | MA | 01773 | PUBLIC | PROGRAM | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,160 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,575 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$20,099 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $44,581 | ExclusionAmt |
| Related Or Exempt Function Incm | -$20,099 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,482 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 AMGEN INC. | $27,584 | $57,040 |
| 36000 GENERAL ELECTRIC CO | $1,627,485 | $1,009,080 |
| 1000 MICROSOFT CORP | $33,172 | $37,410 |
| 80 PRICELINE.COM, INC. (NEW) | $17,372 | $92,992 |
| 500 PROCTER & GAMBLE CO. | $27,545 | $40,705 |
| 1000 WEATHERFORD INTL LTD NEW | $23,243 | $15,490 |
| 500 JOHNSON & JOHNSON | $29,943 | $45,795 |
| 600 SCHLUMBERGER | $46,774 | $54,066 |
| 1000 PHILIP MORRIS INTL INC | $14,606 | $26,139 |
| 1000 CANADIAN NATURAL RESOURCES LTD | $32,472 | $33,840 |
| 1000 FORD MOTOR CO | $13,590 | $15,430 |
| 500 JPMORGAN CHASE & CO | $16,104 | $29,240 |
| 400 CATERPILLAR INC | $33,670 | $36,324 |
| 600 FREEPORT MCMORAN CP | $22,382 | $22,644 |
| 500 TARGET CORPORATION | $24,644 | $31,635 |
| 600 THERMO FISHER SCIENTIFIC INC | $28,267 | $66,810 |
| 500 WELLSPOINT INC | $32,500 | $46,195 |
| 400 AMERICAN TOWER REIT COM | $29,897 | $31,928 |
| 200 BOEING CO | $16,953 | $27,298 |
| 500 BROADCOM CORP CL A | $13,828 | $14,823 |
| 800 QUALCOMM INC | $52,165 | $59,400 |
| 500 ROCHE HOLDINGS ADR | $25,332 | $28,080 |
| 1000 WILLIAMS CO INC | $34,008 | $38,570 |
| 1000 YAMANA GOLD INC | $8,939 | $8,620 |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 500 POWER SHARES | AT COST | $12,239 | $43,980 |
| 600 VANGUARD EMERGING MARKETS ETF | AT COST | $24,212 | $24,684 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| LICENSES & PERMITS | $360 |
| OFFICE EXPENSE | $28 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ESCROW ACCOUNT | $3,500 | $3,500 |
| DUE TO ESTATE | $1,918 | |
| Rounding | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $12,335 | Amt |
| Net Investment Income | $12,335 | 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 | $601 | |
| FOREIGN TAXES ON INVESTMENTS | $181 | $181 |
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