DOBBINS FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DOBBINS FOUNDATION (EIN 13-4078241)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-16
- IRS object ID
- 201221379349100107
- Schema version
- 2011v1.2
- 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 Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-16T10:19:17-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-05-16 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Raymond T Kushi Jr | Name |
| Phone | 4134434731 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1387365 | 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 | 3 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 37673 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 37673 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -230700 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 191739 | GrossSalesPrice |
| Other Income Rev And Expnss | 432 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | -192592 | TotalRevenueAndExpenses |
| Total Net Investment Income | 37676 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 10000 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 2795 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 2795 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4631 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4631 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 439 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 193 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 1804 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 1804 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 19669 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4824 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4599 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 51300 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 51300 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 70969 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4824 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 55899 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -263561 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 32852 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2383 | CashBOY |
| Cash EOY | 2163 | CashEOY |
| Cash EOYFMV | 2163 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 24286 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 7472 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 7472 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2706862 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2460334 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1326889 | 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 | 50841 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2769982 | TotalAssetsBOY |
| Total Assets EOY | 2506420 | TotalAssetsEOY |
| Total Assets EOYFMV | 1387365 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 3501 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 3500 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 3501 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3500 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2766481 | UnrestrictedBOY |
| Unrestricted EOY | 2502920 | UnrestrictedEOY |
| Total Net Assets BOY | 2766481 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2502920 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2769982 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2506420 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2766481 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -263561 | ExcessOfRevenueOverExpenses |
| Subtotal | 2502920 | Subtotal |
| Total Net Assets Fund Balances EOY | 2502920 | 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 |
|---|---|---|---|---|---|---|---|
| 200 SHARES PETROLEO BRASILEIRO | P | 2010-04-01 | 2011-11-21 | 5192 | 9318 | -4126 | -4126 |
| 200 SHARES PETROLEO BRASILEIRO | P | 2010-02-19 | 2011-11-21 | 5193 | 8757 | -3564 | -3564 |
| 2000 SHARES GENERAL ELECTRIC | P | 2000-02-17 | 2011-11-21 | 30582 | 90416 | -59834 | -59834 |
| 8000 SHARES LOWES COMPANIES | P | 2001-06-14 | 2011-10-20 | 17003 | 14841 | 2162 | 2162 |
| 5000 SHARES GENERAL ELECTRIC | P | 2000-02-17 | 2011-10-20 | 83458 | 226041 | -142583 | -142583 |
| 1000 SHARES BANK OF AMERICA CORP | P | 2009-12-29 | 2011-10-20 | 6322 | 15475 | -9153 | -9153 |
| 500 SHARES AKAMAI TECH | P | 2011-02-15 | 2011-10-20 | 11397 | 21838 | -10441 | -10441 |
| 500 SHARES NUCOR CORP | P | 2009-12-24 | 2011-07-22 | 20230 | 23768 | -3538 | -3538 |
| 800 SHARES ALCOA INC | P | 2010-04-01 | 2011-07-22 | 12362 | 11985 | 377 | 377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -230700 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 82328 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1353238 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.06084 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 99053 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1191816 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.08311 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 134607 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2149635 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.06262 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 122360 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2647984 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04621 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 126141 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2488819 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.05068 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.30346 | TotalDistributionRatio |
| Average Distribution Ratio | 0.06069 | AverageDistributionRatio |
| Net Noncharitable Assets | 1445445 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 87727 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 329 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 88056 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 55899 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 657 | InvestmentIncomeExciseTax |
| Subtotal | 657 | Subtotal |
| Tax Based On Investment Income | 657 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 304 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 304 | TotalCreditsAndPayments |
| Tax Due | 353 | TaxDue |
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 | 1449694 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 17763 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1467457 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1467457 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 22012 | CashDeemedCharitable |
| Net Noncharitable Assets | 1445445 | NetNoncharitableAssets |
| Minimum Investment Return | 72272 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 72272 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 657 | TaxBasedOnInvestmentIncome |
| Total Tax | 657 | TotalTax |
| Distributable Amount Before Adj | 71615 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 71615 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 71615 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 55899 | ExpensesAndContributions |
| Qualifying Distributions | 55899 | QualifyingDistributions |
| Adj Qualifying Distributions | 55899 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 71615 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 23797 | UndistributedIncomePriorYear |
| Qualifying Distributions | 55899 | QualifyingDistributions |
| Applied To Year1 | 23797 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 32102 | AppliedToCurrentYear |
| Undistributed Income CY | 39513 | 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 | $7,000 |
| 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 | $650 |
| 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 | $3,000 |
| BERKSHIRE MUSEUM | |||||||
| 39 SOUTH ST | PITTSFIELD | MA | 01201 | N/A | PUBLIC | PROGRAM | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 51300 | 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 | $3 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $37,673 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -230700 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| INTERNAL REVENUE INTEREST | 1 | $12 |
| FEDERAL TAX REFUND | 1 | $420 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,108 | ExclusionAmount |
| Related Or Exempt Function Income | -230700 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -192592 | 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 | $2,795 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2795 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (20 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 400 MEDCO HEALTH SOLUTIONS INC | 19102 | 22360 |
| 500 JPMORGAN CHASE & CO | 16104 | 16625 |
| 500 GENERAL MOTORS CO | 11574 | 10135 |
| 1000 FORD MOTOR CO | 13590 | 10760 |
| 500 CANADIAN NATURAL RESOURCES | 16124 | 18685 |
| 1000 CSX CORP | 25985 | 21060 |
| 400 APACHE CORP | 37901 | 36232 |
| 500 TEVA PHARMACEUTICAL INDS LTD | 27294 | 20180 |
| 500 GOLDCORP INC NEW | 20392 | 22125 |
| 500 PHILIP MORRIS INTL INC | 24343 | 39240 |
| 500 BARRICK GOLD CORP | 19695 | 22625 |
| 500 SCHLUMBERGER | 40350 | 34155 |
| 500 JOHNSON & JOHNSON | 29943 | 32790 |
| 1000 WEATHERFORD INTL LTD NEW | 23243 | 14640 |
| 500 PROCTER & GAMBLE CO. | 27545 | 33355 |
| 200 PRICELINE.COM, INC. (NEW) | 50081 | 93542 |
| 1000 MICROSOFT CORP | 33172 | 25960 |
| 43000 GENERAL ELECTRIC CO | 1943958 | 770130 |
| 1000 CISCO SYSTEMS, INC. | 18871 | 18080 |
| 1000 AMGEN INC. | 61067 | 64210 |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 600 VANGUARD EMERGING MARKETS ETF | AT COST | 24212 | 22926 |
| 500 POWER SHARES | AT COST | 12239 | 27915 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| OFFICE EXPENSE | 138 | 138 |
| LICENSES & PERMITS | 338 | 338 |
| DIRECTOR'S INSURANCE | 1328 | 1328 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| INTERNAL REVENUE INTEREST | 12 |
| FEDERAL TAX REFUND | 420 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| Rounding | 1 | |
| ESCROW ACCOUNT | 3500 | 3500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $4,631 | Amount |
| Net Investment Income | 4631 | 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 | $193 | 193 |
| FEDERAL FOUNDATION TAXES | $246 |
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