FEIGENBAUM FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FEIGENBAUM FOUNDATION INC (EIN 04-3000345)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201441359349101714
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T09:58:30-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lombardi Clairmont & Keegan CPAs | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 Pearl Street | AddressLine1 |
| City | Pittsfield | City |
| State | MA | State |
| ZIP Code | 012014718 | 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 | 043000345 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FEIGENBAUM FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FEIG | BusinessNameControlTxt |
| Phone | 4134992880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SOUTH STREET | AddressLine1 |
| City | PITTSFIELD | City |
| State | MA | State |
| ZIP Code | 01201 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMIL GEORGE | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD A LOMBARDI | PreparerPersonNm |
| PTIN | P00225243 | PTIN |
| Phone | 4134993733 | 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 | $17,469,279 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $14,681,614 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $74 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $74 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $334,217 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $288,243 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $366,894 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,420,168 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $366,894 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,382,799 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $655,211 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $142,534 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $140,284 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,645 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $237 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,408 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,905 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,453 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,452 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,224 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,411 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,323 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,386 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $315 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $19,500 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $19,500 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,065 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $14,065 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $246,196 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,737 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $191,024 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,213,710 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,213,710 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,459,906 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,737 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,404,734 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,922,893 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $606,474 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $48,481 | CashEOYAmt |
| Cash EOYFMV | $48,481 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $272,821 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $920,520 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $920,520 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,157,364 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,680,616 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,664,703 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $11,438,787 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,749,701 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,830,114 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,078,913 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,061,988 | CorporateBondsEOYFMVAmt |
| Other Assets EOY | $23,886 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $23,886 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,260,299 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,191,203 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,469,279 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $8,011 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $8,011 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,260,299 | UnrestrictedBOYAmt |
| Unrestricted EOY | $16,183,192 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,260,299 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,183,192 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,260,299 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,191,203 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,260,299 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,922,893 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,183,192 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,183,192 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $366,894 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $162,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,250,219 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04984 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $196,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,111,463 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06315 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $260,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,082,937 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.08458 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $249,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,067,967 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08124 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $222,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,998,709 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07412 | DistributionYr5Rt |
| Total Distribution | 0.35293 | TotalDistributionRt |
| Average Distribution | 0.07059 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,412,588 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $734,993 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,065 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $741,058 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,404,734 | 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 | $6,065 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,065 | SubtotalAmt |
| Tax Based On Investment Income | $6,065 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,520 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,520 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,545 | 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 | MA | 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 | www.feigenbaumfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD A LOMBARDI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4134992880 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SOUTH STREET | 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 (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| EMIL GEORGE | |||||||
| 2 SOUTH STREET | PITTSFIELD | MA | 01201 | President | 20.00 | $90,000 | |
| RICHARD A LOMBARDI | |||||||
| 35 PEARL STREET | PITTSFIELD | MA | 01201 | Treasurer | 5.00 | $9,000 | |
| LESLIE WARREN | |||||||
| 2 SOUTH STREET | PITSFIELD | MA | 01201 | Director | 40.00 | $39,800 | $3,734 |
| BERNARD E RILEY | |||||||
| 55 HILL PROVINCE ROAD | WILLIAMSTOWN | MA | 01267 | Director | 0.00 | $0 | |
| DONALD S FEIGENBAUM | |||||||
| 2 SOUTH STREET | PITTSFIELD | MA | 01201 | Director | 0.00 | $0 | |
| ARMAND V FEIGENBAUM | |||||||
| 2 SOUTH STREET | PITTSFIELD | MA | 01201 | Director | 0.00 | $0 | |
| 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 | $9,327,007 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,240,167 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,981 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,571,155 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,571,155 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $158,567 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,412,588 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $520,629 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $520,629 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,065 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,065 | TotalTaxAmt |
| Distributable Before Adj | $514,564 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $514,564 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $514,564 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,404,734 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,404,734 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,065 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,398,669 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $514,564 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $74,090 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $97,314 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $108,249 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $43,163 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,991 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $324,807 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,404,734 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $514,564 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,890,170 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,214,977 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $74,090 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,140,887 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $97,314 | ExcessFromYear4Amt |
| Excess From Year3 | $108,249 | ExcessFromYear3Amt |
| Excess From Year2 | $43,163 | ExcessFromYear2Amt |
| Excess From Year1 | $1,991 | ExcessFromYear1Amt |
| Excess From Current Year | $1,890,170 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARMAND V FEIGENBAUM | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE FEIGENBAUM FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SOUTH STREET SUITE 235 | AddressLine1 |
| City | PITTSFIELD | City |
| State | MA | State |
| ZIP Code | 01201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4134992880 | RecipientPhoneNum |
| Recipient Email Address | info@feigenbaumfoundation.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Grant 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 Deadlines | APPLICATIONS ARE REVIEWED PERIODICALLY THROUGHOUT THE YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BERKSHIRE ATHENAEUM | |||||||
| 1 WENDELL AVENUE | PITTSFIELD | MA | 01201 | N/A | N/A | UNRESTRICTED | $1,000 |
| BERKSHIRE MUSEUM | |||||||
| 39 SOUTH STREET | PITTSFIELD | MA | 01201 | N/A | N/A | CAPITAL CAMPAIGN | $100,000 |
| BERKSHIRE MUSEUM | |||||||
| 39 SOUTH STREET | PITTSFIELD | MA | 01201 | N/A | N/A | UNRESTRCITED | $130 |
| BERKSHIRE UNITED WAY | |||||||
| 200 SOUTH STREET | PITTSFIELD | MA | 01201 | N/A | N/A | UNRESTRICTED | $10,000 |
| COLONIAL THEATRE ASSOCIATION | |||||||
| 111 SOUTH STREET | PITTSFIELD | MA | 01201 | N/A | N/A | UNRESTRICTED | $35,000 |
| HANCOCK SHAKER VILLAGE | |||||||
| 1843 WEST HOUSATONIC STREET | PITTSFIELD | MA | 01201 | N/A | N/A | UNRESTRICTED | $2,000 |
| JEWISH FEDERATION OF THE BERKSHIRES | |||||||
| 196 SOUTH STREET | PITTSFIELD | MA | 01201 | N/A | N/A | UNRESTRICTED | $30,000 |
| ROTARY FOUNDATION | |||||||
| 1 WEST STREET | PITTSFIELD | MA | 01201 | N/A | N/A | UNRESTRICTED | $500 |
| AMERICAN RED CROSS OF BERKSHIRE COUNTY | |||||||
| 480 WEST STREET | PITTSFIELD | MA | 01201 | N/A | N/A | UNRESTRICTED | $2,500 |
| BERKSHIRE BOTANICAL GARDENS | |||||||
| 5 WEST STOCKBRIDGE ROAD | STOCKBRIDGE | MA | 01262 | N/A | N/A | UNRESTRICTED | $500 |
| MIT SLOAN SCHOOL OF MANAGEMENT | |||||||
| 50 MEMORIAL DRIVE | CAMBRIDGE | MA | 02142 | N/A | N/A | ANNUAL FUND | $750 |
| GLADYS ALLEN BRIGHAM CENTER | |||||||
| 165 EAST STREET | PITTSFIELD | MA | 01201 | N/A | N/A | CAMPERSHIPS | $580 |
| BERKSHIRE COMMUNITY COLLEGE FOUNDATION | |||||||
| 1350 WEST STREET | PITTSFIELD | MA | 01201 | N/A | N/A | UNRESTRICTED | $1,000 |
| BERKSHIRE NATURAL RESOURCES COUNCIL | |||||||
| 20 BANK ROW 203 | PITTSFIELD | MA | 01201 | N/A | N/A | UNRESTRICTED | $500 |
| TEMPLE ANSHE AMUNIM | |||||||
| 26 BROAD STREET | PITTSFIELD | MA | 01201 | N/A | N/A | UNRESTRICTED | $25,000 |
| TEMPLE ANSHE AMUNIM | |||||||
| 20 BROAD STREET | PITTSFIELD | MA | 01201 | N/A | N/A | UNRESTRICTED | $1,000,000 |
| TEMPLE ANSHE AMUNIM | |||||||
| 20 BROAD STREET | PITTSFIELD | MA | 01201 | N/A | N/A | RESTRICTED - LECTURE SERIES | $1,000,000 |
| NORMAN ROCKWELL MUSEUM | |||||||
| 9 GLENDALE ROAD | STOCKBRIDGE | MA | 01262 | N/A | N/A | UNRESTRICTED | $2,500 |
| SHAKESPEARE AND COMPANY | |||||||
| 70 KEMBLE STREET | LENOX | MA | 01240 | N/A | N/A | UNRESTRICTED | $250 |
| THANKSGIVING ANGELS | |||||||
| C/O SOUTH CONGREGATIONAL CHURCH | PITTSFIELD | MA | 01201 | N/A | N/A | UNRESTRICTED | $500 |
| BERKSHIRE MEDICAL CENTER | |||||||
| 725 NORTH STREET | PITTSFIELD | MA | 01201 | N/A | N/A | ANNUAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,213,710 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS COLLEGE OF LIBERAL ARTS | |||||||
| 375 CHURCH STREET | NORTH ADAMS | MA | 01247 | N/A | N/A | ENDOWMENT/CAPITAL CAMPAIGN | $5,000,000 |
| BERKSHIRE MUSEUM | |||||||
| 39 SOUTH STREET | PITTSFIELD | MA | 01201 | N/A | N/A | CAPITAL CAMPAIGN | $100,000 |
| BERKSHIRE MUSIC SCHOOL | |||||||
| 30 WENDELL AVENUE | PITTSFIELD | MA | 01201 | N/A | N/A | BUILDING IMPROVEMENTS | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,250,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $334,217 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $366,894 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $701,185 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $701,185 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ARMAND V FEIGENBAUM | |||||||
| 1 | 2 SOUTH STREET | PITTSFIELD | MA | 01201 | $314,610 | Yes (X) | |
| DONALD S FEIGENBAUM 1994 TRUST | |||||||
| 2 | 2 SOUTH STREET | PITTSFIELD | MA | 01201 | $14,367,004 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $13,473,414 | FairMarketValueAmt |
| Received | 2013-01-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $14,905 | Amt |
| Net Investment Income | $7,453 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,452 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED SCHEDULE | BondNm |
| EOY Book Value | $2,078,913 | EOYBookValueAmt |
| EOYFMV | $2,061,988 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $11,438,787 | EOYBookValueAmt |
| EOYFMV | $12,749,701 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,680,616 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,664,703 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS ON FIXED ASSETS | Desc |
| EOY Book Value | $23,886 | EOYBookValueAmt |
| EOYFMV | $23,886 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| DUES AND SUBSCRIPTIONS | $855 | $855 |
| INSURANCE | $2,560 | $2,560 |
| MISCELLANEOUS | $2,279 | $2,279 |
| OFFICE SUPPLIES AND STATIONERY | $6,084 | $6,084 |
| POSTAGE | $593 | $593 |
| TELEPHONE | $1,694 | $1,694 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| EOY Book Value | $8,011 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $41,224 | Amt |
| Net Investment Income | $37,411 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FILING FEES | $315 | $315 | |
| FOREIGN TAXES ON DIVIDENDS | $1,386 | $1,386 | |
| INCOME TAXES | $2,622 |
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