DOBBINS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DOBBINS FOUNDATION (EIN 13-4078241)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-15
- IRS object ID
- 201312889349100111
- Schema version
- 2012v2.0
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-15T10:28:06-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kushi & Myers Pc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134078241 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | DOBB | NameControl |
| Phone | 4134434731 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHELLE DOBBINS DODGE | Name |
| Title | Director | Title |
| Date Signed | 2013-10-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Raymond T Kushi Jr | Name |
| PTIN | P00234045 | PTIN |
| Phone | 4134434731 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1552951 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 40365 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 40365 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -116702 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 236169 | GrossSalesPrice |
| Total Revenue And Expenses | -76335 | TotalRevenueAndExpenses |
| Total Net Investment Income | 40367 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 10000 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 2850 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 2850 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 9049 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 9049 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 1454 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 271 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 443 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 443 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 23796 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9320 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3293 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 40900 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 40900 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 64696 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9320 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 44193 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -141031 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 31047 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2163 | CashBOY |
| Cash EOY | 3342 | CashEOY |
| Cash EOYFMV | 3342 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 7472 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 40292 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 40292 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2460334 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2287223 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1450034 | InvestmentsCorpStockEOYFMV |
| Investments Land Etc Basis | 1699 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 1699 | AccumDeprecInvestmentsLandEtc |
| Investments Other BOY | 36451 | InvestmentsOtherBOY |
| Investments Other EOY | 36451 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 59283 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2506420 | TotalAssetsBOY |
| Total Assets EOY | 2367308 | TotalAssetsEOY |
| Total Assets EOYFMV | 1552951 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 3500 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 5419 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 3500 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5419 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2502920 | UnrestrictedBOY |
| Unrestricted EOY | 2361889 | UnrestrictedEOY |
| Total Net Assets BOY | 2502920 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2361889 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2506420 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2367308 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2502920 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -141031 | ExcessOfRevenueOverExpenses |
| Subtotal | 2361889 | Subtotal |
| Total Net Assets Fund Balances EOY | 2361889 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 500 TEVA PHARMACEUTICAL | P | 2010-10-19 | 2012-10-05 | 20315 | 27294 | -6979 | -6979 |
| PHILIP MORRIS | P | 2007-06-25 | 2012-07-31 | 18313 | 9737 | 8576 | 8576 |
| 400 MEDCO HEALTH | P | 2011-10-20 | 2012-02-27 | 26917 | 19102 | 7815 | 7815 |
| 500 GENERAL MOTORS | P | 2011-10-20 | 2012-03-14 | 13117 | 11574 | 1543 | 1543 |
| 5000 GENERAL ELECTRIC | P | 2000-12-17 | 2012-02-08 | 103081 | 226050 | -122969 | -122969 |
| 500 CISCO | P | 2004-10-21 | 2012-03-22 | 10180 | 9436 | 744 | 744 |
| 500 CHESAPEAKE ENGERY | P | 2012-03-07 | 2012-05-02 | 8466 | 12009 | -3543 | -3543 |
| 1000 BALTIC TRADING | P | 2012-02-03 | 2012-08-21 | 3070 | 4186 | -1116 | -1116 |
| 500 AMGEM | P | 2006-03-13 | 2012-02-16 | 32710 | 33483 | -773 | -773 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -116702 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 55899 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1445445 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.03867 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 82328 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1353238 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.06084 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 99053 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1191816 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.08311 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 134607 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2149635 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.06262 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 122360 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2647984 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04621 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.29145 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05829 | AverageDistributionRatio |
| Net Noncharitable Assets | 1537395 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 89615 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 310 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 89925 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 44193 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 621 | InvestmentIncomeExciseTax |
| Subtotal | 621 | Subtotal |
| Tax Based On Investment Income | 621 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 660 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 660 | TotalCreditsAndPayments |
| Overpayment | 39 | Overpayment |
| Amount Credited To Next Year | 39 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | DE | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUSHI & MYERS PC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4134434731 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MICHELLE DOBBINS DODGE | ||||||
| 311 RIVER ROAD | WORTHINGTON | MA | 01098 | Director | 1.00 | 5000 |
| HOLLY DOBBINS | ||||||
| 65 BRUNNELL AVENUE | LENOX | MA | 01240 | Director | 1.00 | 5000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1529816 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 30991 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1560807 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1560807 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 23412 | CashDeemedCharitable |
| Net Noncharitable Assets | 1537395 | NetNoncharitableAssets |
| Minimum Investment Return | 76870 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 76870 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 621 | TaxBasedOnInvestmentIncome |
| Total Tax | 621 | TotalTax |
| Distributable Amount Before Adj | 76249 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 76249 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 76249 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 44193 | ExpensesAndContributions |
| Qualifying Distributions | 44193 | QualifyingDistributions |
| Adj Qualifying Distributions | 44193 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 76249 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 39513 | UndistributedIncomePriorYear |
| Qualifying Distributions | 44193 | QualifyingDistributions |
| Applied To Year1 | 39513 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 4680 | AppliedToCurrentYear |
| Undistributed Income CY | 71569 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| MISS HALLS SCHOOL | |||||||
| 492 HOLMES ROAD | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $5,000 |
| NUTSHELL PLAYHOUSE INC | |||||||
| 46 BRUNNELL AVENUE | LENOX | MA | 01240 | N/A | PUBLIC | PROGRAM | $250 |
| CHESTER THEATRE COMPANY | |||||||
| 4 MAIN STREET | CHESTER | MA | 01011 | N/A | PUBLIC | PROGRAM | $100 |
| ELEANOR SONSINI ANIMAL SHELTER | |||||||
| 63 DOWNING PARKWAY | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $2,000 |
| COMMUNITY ACCESS TO THE ARTS | |||||||
| 40 RAILROAD ST | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC | PROGRAM | $100 |
| CLARK ART INSTITUTE | |||||||
| 225 SOUTH ST | WILLIAMSTOWN | MA | 01267 | N/A | PUBLIC | PROGRAM | $1,000 |
| ST LAWRENCE UNIVERSITY | |||||||
| 23 RANODA DRIVE | CANTON | NY | 13617 | N/A | PUBLIC | PROGRAM | $200 |
| MASS MOCA | |||||||
| 87 MARSHALL ST | NORTH ADAMS | MA | 01247 | N/A | PUBLIC | PROGRAM | $1,000 |
| BERKSHIRE BOTANICAL GARDEN | |||||||
| ROUTE 102 | STOCKBRIDGE | MA | 01262 | N/A | PUBLIC | PROGRAM | $500 |
| FRIENDS OF TANGLEWOOD | |||||||
| ROUTE 183 | LENOX | MA | 01240 | N/A | PUBLIC | PROGRAM | $750 |
| CHRISTIAN CENTER OF PITTSFIELD | |||||||
| 193 ROBBINS AVE | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $500 |
| HANCOCK SHAKER VILLAGE | |||||||
| ROUTE 20 | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $1,000 |
| NORMAN ROCKWELL MUSEUM | |||||||
| 9 GLENDALE RD | STOCKBRIDGE | MA | 01262 | N/A | PUBLIC | PROGRAM | $500 |
| VENTFORT HALL ASSOC INC | |||||||
| 104 WALKER ST | LENOX | MA | 01240 | N/A | PUBLIC | PROGRAM | $5,000 |
| BARRINGTON STAGE CO | |||||||
| 30 UNION STREET | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $1,000 |
| TRUSTEES OF RESERVATIONS | |||||||
| 1 SARGENT RD | STOCKBRIDGE | MA | 01262 | N/A | PUBLIC | PROGRAM | $2,500 |
| BERKSHIRE THEATRE GROUP | |||||||
| 6 EAST MAIN ST | STOCKBRIDGE | MA | 01262 | N/A | PUBLIC | PROGRAM | $1,000 |
| BERKSHIRE HUMANE SOCIETY | |||||||
| 108 CADWELL RD | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $3,000 |
| YMCA | |||||||
| 292 NORTH ST | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $5,000 |
| BERKSHIRE COUNTY RED CROSS | |||||||
| 480 WEST ST | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $2,000 |
| BERKSHIRE MUSEUM | |||||||
| 39 SOUTH ST | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $8,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 40900 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $40,365 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -116702 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $40,367 | ExclusionAmount |
| Related Or Exempt Function Income | -116702 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -76335 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $2,850 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2850 | DisbursementsCharitablePrps |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLand
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItem |
| Cost Or Other Basis | 1699 | CostOrOtherBasis |
| Accumulated Depreciation | 1699 | AccumulatedDepreciation |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| OFFICE EXPENSE | 97 | 97 |
| LICENSES & PERMITS | 346 | 346 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | EOY Book ValueEOYBookValue | BOY Book ValueBOYBookValue |
|---|---|---|
| Rounding | 1 | |
| DUE TO ESTATE | 1918 | |
| ESCROW ACCOUNT | 3500 | 3500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $9,049 | Amount |
| Net Investment Income | 9049 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES ON INVESTMENTS | $271 | 271 |
| FEDERAL FOUNDATION TAXES | $1,183 |
Comments