MICHAEL SINGER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL SINGER FOUNDATION (EIN 26-0830400)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202221339349103832
- Schema version
- 2021v4.2
- 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
- Schedule B
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T14:52:17-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-13 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marcia A Escobar | PreparerPersonNm |
| PTIN | P01428022 | PTIN |
| Phone | 2125577700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $898,717 | 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 | $113,510 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,892 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,892 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,649 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,975 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,179 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $137,051 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,071 | 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 | $4,724 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,724 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $5,929 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,929 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $119 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $896 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,668 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,929 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,724 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,668 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,929 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,724 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $106,383 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,142 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,493 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,709 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,709 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $266,423 | CorporateStockBOYAmt |
| Corporate Stock EOY | $324,517 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $847,008 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $274,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $376,226 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $898,717 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$4,943 | CapitalStockBOYAmt |
| Capital Stock EOY | -$10,016 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $279,859 | RetainedEarningBOYAmt |
| Retained Earning EOY | $386,242 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $274,916 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $376,226 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $274,916 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $376,226 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $274,916 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $106,383 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $381,299 | SubtotalAmt |
| Other Decreases | $5,073 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $376,226 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .875 sh General Electrics | P | 2021-03-22 | 2021-08-02 | $89 | $92 | -$3 | -$3 |
| 181 shs Delta Air Lines Inc | P | 2018-02-06 | 2021-12-01 | $6,342 | $9,575 | -$3,233 | -$3,233 |
| 50 shs Delta Air Lines Inc | P | 2018-04-12 | 2021-12-01 | $1,752 | $2,626 | -$874 | -$874 |
| 75 shs Yum China Hldgs Inc | P | 2015-01-05 | 2021-04-15 | $4,501 | $1,636 | $2,865 | $2,865 |
| 28 shs Yum China Hldgs Inc | P | 2018-09-14 | 2021-04-15 | $1,681 | $933 | $748 | $748 |
| 57 shs Yum China Hldgs Inc | P | 2018-09-14 | 2021-09-16 | $3,166 | $1,899 | $1,267 | $1,267 |
| 52 shs Altria Group Inc | P | 2007-11-07 | 2021-08-16 | $2,513 | $1,147 | $1,366 | $1,366 |
| 3 shs CSX Corp | P | 2007-10-22 | 2021-04-07 | $290 | $44 | $246 | $246 |
| 10 shs CVS Health Corp | P | 2007-10-22 | 2021-11-05 | $957 | $394 | $563 | $563 |
| 65 shs Colgate Palmolive Co | D | 1997-01-15 | 2021-01-26 | $5,120 | $761 | $4,359 | $4,359 |
| 30 shs Colgate Palmolive Co | P | 2007-10-22 | 2021-01-26 | $2,363 | $1,088 | $1,275 | $1,275 |
| 40 shs Colgate Palmolive Co | P | 2010-08-13 | 2021-01-26 | $3,151 | $1,535 | $1,616 | $1,616 |
| 25 shs Philip Morris Intl Inc | P | 2007-10-22 | 2021-08-16 | $2,549 | $1,244 | $1,305 | $1,305 |
| 20 shs Yum China Hldgs Inc | P | 2007-10-22 | 2021-04-15 | $1,200 | $226 | $974 | $974 |
| 30 shs Yum China Hldgs Inc | P | 2008-02-28 | 2021-04-15 | $1,801 | $321 | $1,480 | $1,480 |
| 25 shs Yum China Hldgs Inc | P | 2008-03-12 | 2021-04-15 | $1,500 | $275 | $1,225 | $1,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,179 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $294 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $294 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $294 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $294 | 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 | $683,962 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,279 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $694,241 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $694,241 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,414 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $683,827 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,191 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,191 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $294 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $294 | TotalTaxAmt |
| Distributable Before Adj | $33,897 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,897 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,897 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,724 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,724 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,897 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,342 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,724 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,342 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,382 | 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 | $27,515 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| 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 Affordable Housing Corp | ||||||
| PO Box 1284 | Brattleboro | VT | 05301 | General support | $1,000 | |
| Brattleboro Area Hospice | ||||||
| 191 Canal Street | Brattleboro | VT | 05301 | General support | $1,000 | |
| Brattleboro Museum and Art Center Inc (BMAC) | ||||||
| 10 Vernon Street | Brattleboro | VT | 05301 | General purpose | $2,000 | |
| Brattleboro Youth Services | ||||||
| 32 Walnut Street | Brattleboro | VT | 053026008 | General support | $1,000 | |
| Chabad of Brattleboro | ||||||
| 59 Country Hill | Brattleboro | VT | 05301 | Chabad of Southern Vermont | $500 | |
| Children's Healing Institute | ||||||
| 2161 Palm Beach Lakes Blvd Suite | West Palm Beach | FL | 33409 | General support | $1,000 | 212 |
| Christians Reaching Out to Society Inc (CROS) | ||||||
| 3677 23rd Avenue South B-101 | Lake Worth | FL | 33461 | General support | $500 | |
| Clinton Church Restoration Inc | ||||||
| PO Box 1075 | Great Barrington | MA | 01230 | Restoration of Clinton Ame Zion Church | $1,000 | |
| Community Greening Corp | ||||||
| 610 SW 15th Avenue 4 | Delray Beach | FL | 33444 | General support | $500 | |
| Franklin County Community Action | ||||||
| 393 Main Street | Greenfield | MA | 01301 | Franklin County People's Fund | $500 | |
| Maya Educational Foundation | ||||||
| PO Box 1483 | Wellfleet | MA | 02667 | General support | $500 | |
| Partners In Health | ||||||
| PO Box 996 | Frederick | MD | 217059942 | General support | $500 | |
| Susan G Komen New England | ||||||
| 1009 Depot Street | Manchester Center | VT | 05255 | General support | $500 | |
| Tapestry Health Systems Inc | ||||||
| 16 Center Street Suite 415 | Northampton | MA | 01060 | General support | $500 | |
| Temple Israel | ||||||
| 27 Pierce Street | Greenfield | MA | 01301 | General support | $1,000 | |
| The Landmark Trust USA | ||||||
| 707 Kipling Road | Dummerston | VT | 05301 | General support | $1,000 | |
| Windham & Windsor Housing Trust Inc | ||||||
| 68 Birge St | Brattleboro | VT | 05301 | General support | $1,000 | |
| Wisetribe Us Inc | ||||||
| 6586 W Atlantic Ave 1004 | Delray Beach | FL | 33446 | General support | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,000 | 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 | $11,892 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,649 | 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 | $23,541 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,541 | 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 | $63,510 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1500 shs AT&T | $37,170 | 2021-12-27 |
| 1 | 500 shs Verizon Communications | $26,340 | 2021-12-27 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AbbVie Inc | $10,626 | $20,039 |
| Alphabet Inc Cl A | $9,341 | $40,559 |
| Amgen Inc | $30,798 | $44,994 |
| Apple Inc | $3,627 | $106,542 |
| Broadcom Inc | $14,688 | $34,601 |
| Constellation Brands Inc | $7,471 | $12,047 |
| Costco Wholesale Corp | $8,138 | $42,577 |
| CSX Corporation | $2,144 | $15,566 |
| CVS Health Corp | $12,243 | $20,219 |
| Dow Inc | $3,336 | $3,630 |
| Home Depot | $8,148 | $37,351 |
| Johnson & Johnson | $7,999 | $19,673 |
| Kinder Morgan Inc | $11,532 | $5,932 |
| Lam Research Corp | $5,752 | $46,745 |
| McDonalds Corp | $7,522 | $14,476 |
| Medtronic PLC | $8,341 | $11,586 |
| Microsoft Corp | $5,906 | $57,174 |
| Monster Beverage Corp New | $4,650 | $10,180 |
| Nike Inc Cl B | $8,789 | $26,834 |
| Oneok Inc New | $12,400 | $18,216 |
| Philip Morris Int'l Inc | $3,264 | $6,175 |
| Thermo Fisher Scientific Inc | $6,708 | $63,388 |
| UnitedHealth Group Inc | $4,008 | $28,622 |
| VF Corp | $6,122 | $10,763 |
| Walt Disney Co | $9,939 | $15,489 |
| Williams Cos Inc (Del) | $15,139 | $23,254 |
| Yum! Brands Inc | $5,696 | $20,829 |
| AT&T | $37,170 | $36,900 |
| DTE Energy Co | $7,967 | $8,487 |
| General Electric Co | $10,825 | $9,730 |
| United Airlines Hldgs Inc | $7,888 | $8,450 |
| Verizon Communications | $26,340 | $25,980 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Davidson Dawson & Clark LLP | CategoryTxt |
| Legal Fees | $4,724 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,724 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustments to basis | Desc |
| Amt | $5,073 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Corporation Service Corp | Desc |
| Revenue And Expenses Per Books | $896 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS Investment account fees | CategoryTxt |
| Amt | $5,929 | Amt |
| Net Investment Income | $5,929 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax 2020 | CategoryTxt |
| Amt | $119 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |