MICHAEL SINGER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL SINGER FOUNDATION (EIN 26-0830400)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202341329349102364
- Schema version
- 2022v5.0
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T11:40:11-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135549855 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Davidson Dawson & Clark LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 East 42nd Street 38th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260830400 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BerMil Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERM | BusinessNameControlTxt |
| Phone | 8024642165 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | co M Singer PO Box 682 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05363 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nancy Crawford | PersonNm |
| Person Title | Director /V.P Treasurer | PersonTitleTxt |
| Phone | 8024642165 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Nancy | PersonFirstNm |
| Person Last | Crawford | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jayne M Kurzman | PreparerPersonNm |
| PTIN | P00963176 | PTIN |
| Phone | 2125577700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $859,803 | 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 | $124,005 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,263 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,263 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$196 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $147,932 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67,648 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $141,072 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,911 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,617 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,617 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $7,115 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,115 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $594 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,420 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,746 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,115 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,617 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,696 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,115 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,567 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,376 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,796 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $51,709 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $95,214 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $95,214 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $324,517 | CorporateStockBOYAmt |
| Corporate Stock EOY | $350,999 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $760,212 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,388 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,376 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $376,226 | TotalAssetsBOYAmt |
| Total Assets EOY | $450,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $859,803 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$10,016 | CapitalStockBOYAmt |
| Capital Stock EOY | -$10,016 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $386,242 | RetainedEarningBOYAmt |
| Retained Earning EOY | $460,618 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $376,226 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $450,602 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $376,226 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $450,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $376,226 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,376 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $450,602 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $450,602 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 75 shs VF Corp | P | 2011-05-02 | 2022-01-19 | $5,394 | $1,766 | $3,628 | $3,628 |
| 40 shs VF Corp | P | 2017-01-17 | 2022-01-19 | $2,877 | $1,954 | $923 | $923 |
| 25 shs VF Corp | P | 2018-02-16 | 2022-01-19 | $1,798 | $1,793 | $5 | $5 |
| 7 shs VF Corp | P | 2019-09-25 | 2022-01-19 | $503 | $609 | -$106 | -$106 |
| 41 shs AbbVie Inc | P | 2019-09-12 | 2022-08-14 | $6,684 | $2,897 | $3,787 | $3,787 |
| 1,500 shs AT&T Inc | D | 1993-07-16 | 2022-04-22 | $29,507 | $22,987 | $6,520 | $6,520 |
| 362.875 shs Warner Bros Discovery | D | 1993-07-16 | 2022-04-22 | $7,859 | $7,201 | $658 | $658 |
| 500 shs Verizon Communications | D | 1993-07-16 | 2022-05-04 | $23,751 | $12,843 | $10,908 | $10,908 |
| 5 shs Williams Cos | D | 2002-08-13 | 2022-05-04 | $179 | $12 | $167 | $167 |
| 103 shs General Electric | P | 2021-03-22 | 2022-09-29 | $6,457 | $10,825 | -$4,368 | -$4,368 |
| $15,000 Duke Energy Ohio 3.65% due 2/1/29 | P | 2022-06-07 | 2022-11-10 | $13,918 | $14,626 | -$708 | -$708 |
| 340 shs American Express | D | 1993-07-16 | 2022-12-22 | $49,005 | $2,771 | $46,234 | $46,234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,648 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,081 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,081 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,081 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $781 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nancy Crawford | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8024642165 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 682 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05363 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Michael L Singer | ||||||||
| PO Box 682 | Wilmington | VT | 05363 | Director/President | 1.00 | $0 | $0 | $0 |
| Jason Bregman | ||||||||
| PO Box 682 | Wilmington | VT | 05363 | Director/V.P. Secretary | 0.50 | $0 | $0 | $0 |
| Nancy Crawford | ||||||||
| PO Box 682 | Wilmington | VT | 05363 | Director/V.P. Treasurer | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $795,945 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,890 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $807,835 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $807,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $795,717 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,786 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,786 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,081 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,081 | TotalTaxAmt |
| Distributable Before Adj | $38,705 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,705 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $38,705 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,567 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $57,567 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,705 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,515 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,567 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,515 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,052 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,653 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Michael L Singer | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Art in the Neighborhood | |||||
| 62 West Street | Brattleboro | VT | 05301 | General support | $3,000 |
| Bound for College formerly Delray Students First Inc | |||||
| 1730 S Federal Highway 297 | Delray Beach | FL | 33483 | General support | $1,000 |
| Brattleboro Area Hospice | |||||
| 191 Canal Street | Brattleboro | VT | 05301 | General support | $2,000 |
| Brattleboro Museum and Art Center Inc (BMAC) | |||||
| 10 Vernon Street | Brattleboro | VT | 05301 | General purpose | $3,000 |
| Brattleboro Youth Services | |||||
| 32 Walnut Street | Brattleboro | VT | 053026008 | General support | $1,000 |
| Christians Reaching Out to Society Inc (CROS) | |||||
| 3677 23rd Avenue South B-101 | Lake Worth | FL | 33461 | General support | $1,000 |
| Clinton Church Restoration Inc | |||||
| PO Box 1075 | Great Barrington | MA | 01230 | Restoration of Clinton Ame Zion Church | $2,000 |
| Franklin County Community Action | |||||
| 393 Main Street | Greenfield | MA | 01301 | Franklin County People's Fund | $500 |
| Great Barrington Land Conservancy | |||||
| PO Box 987 | Great Barrington | MA | 01230 | River walk | $1,000 |
| Groundworks Collaborative Inc | |||||
| 60 South Main Street | Brattleboro | VT | 053020066 | General support | $1,000 |
| Healthy Aquatics Marine Institute of Florida Inc DBA The Reef Institute | |||||
| 520 24th St | West Palm Beach | FL | 33407 | General support | $10,950 |
| Old School Enrichment Council | |||||
| 1 School Street- PO Box 204 | Wilmington | VT | 05363 | General support | $1,000 |
| One Eleuthera Foundation | |||||
| 6 Carolina Lane | Beaufort | SC | 29907 | General support | $2,500 |
| Susan G Komen New England | |||||
| 1009 Depot Street | Manchester Center | VT | 05255 | General support | $1,000 |
| Sustainable Harvest International | |||||
| 177 Huntington Ave Ste 1703 | Boston | MA | 02115 | General support | $1,000 |
| Tapestry Health Systems Inc | |||||
| 16 Center Street Suite 415 | Northampton | MA | 01060 | General support | $1,000 |
| Temple Israel | |||||
| 27 Pierce Street | Greenfield | MA | 01301 | General support | $2,000 |
| The Avenue Concept | |||||
| 304 Lockwood Street | Providence | RI | 02907 | General support | $1,000 |
| Vermont Land Trust | |||||
| 8 Bailey Ave | Montpelier | VT | 05602 | General support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,950 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,263 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$196 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $17,067 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,067 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Not applicable other than by providing funds for such purposes. |
| 8 | Not applicable other than by providing funds for such purposes. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Michael Singer | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 682 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 053630682 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $49,005 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 340 shs American Express | NoncashPropertyDesc |
| Fair Market Value | $49,005 | FairMarketValueAmt |
| Received | 2022-12-22 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | $5,000 Wells Fargo 3.9% due 1/25/69 | BondNm |
| EOY Book Value | $4,388 | EOYBookValueAmt |
| EOYFMV | $4,376 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AbbVie Inc | $12,841 | $23,272 |
| Alphabet Inc Cl A | $9,341 | $24,704 |
| Amgen Inc | $30,798 | $52,528 |
| Apple Inc | $3,627 | $77,958 |
| Broadcom Inc | $14,688 | $29,075 |
| Constellation Brands Inc | $7,471 | $11,124 |
| Costco Wholesale Corp | $8,138 | $34,238 |
| CSX Corporation | $2,144 | $12,826 |
| CVS Health Corp | $12,243 | $18,265 |
| Dow Inc | $3,336 | $3,225 |
| DTE Energy Co | $7,967 | $8,345 |
| Home Depot | $8,148 | $28,427 |
| Johnson & Johnson | $7,999 | $20,315 |
| Kinder Morgan Inc | $17,706 | $12,656 |
| Lam Research Corp | $5,752 | $27,320 |
| McDonalds Corp | $7,522 | $14,231 |
| Medtronic PLC | $8,341 | $8,705 |
| Microsoft Corp | $5,906 | $40,769 |
| Monster Beverage Corp New | $4,650 | $10,762 |
| Nike Inc Cl B | $8,789 | $18,839 |
| Oneok Inc New | $11,693 | $20,367 |
| Philip Morris Int'l Inc | $3,264 | $6,579 |
| Thermo Fisher Scientific Inc | $6,708 | $52,316 |
| United Airlines Hldgs Inc | $10,592 | $9,274 |
| UnitedHealth Group Inc | $4,008 | $30,220 |
| Walt Disney Co | $9,939 | $8,688 |
| Williams Cos Inc (Del) | $13,996 | $29,215 |
| Yum! Brands Inc | $5,696 | $19,212 |
| Devon Energy Corp New | $21,919 | $27,926 |
| Global Med REIT Inc | $13,268 | $13,263 |
| IQVIA Hldgs Inc | $11,514 | $10,245 |
| Quanta Services Inc | $17,010 | $23,513 |
| S&P Global Inc | $27,864 | $25,121 |
| Targa Resources Corp | $6,121 | $6,689 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Davidson Dawson & Clark LLP | $3,449 | $0 | $3,449 |
| Strauss Malk & Feder LLP | $17,168 | $0 | $17,168 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Corporation Service Corp | $470 | $0 | $0 |
| Jonathan Fogelson | $950 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS Investment account fees | CategoryTxt |
| Amt | $7,115 | Amt |
| Net Investment Income | $7,115 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise tax 2021 | $294 | $0 | $0 |
| Excise tax 2022 | $300 | $0 | $0 |