MICHAEL SINGER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL SINGER FOUNDATION (EIN 26-0830400)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-23
- IRS object ID
- 202002679349100810
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-23T15:17:51-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-09-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marcia A Escobar | PreparerPersonNm |
| PTIN | P01428022 | PTIN |
| Phone | 2125577700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.157.50.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-23 | IPDt |
| IP Tm | 13:32:47 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3C695519EB9CCEAB1F42A198B610643C0F49B06A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3C695519EB9CCEAB1F42A198B610643C0F49B06A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-02-16 14:24:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $550,117 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,664 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,664 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,755 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,600 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $202 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $215 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $215 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,169 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,126 | 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 | $4,446 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,446 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,281 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,281 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $844 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,571 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,281 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,446 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,821 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,281 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,696 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,652 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,845 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,392 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,153 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,153 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $287,945 | CorporateStockBOYAmt |
| Corporate Stock EOY | $274,620 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $516,973 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $31,365 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,172 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,991 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $331,702 | TotalAssetsBOYAmt |
| Total Assets EOY | $309,945 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $550,117 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$116 | CapitalStockBOYAmt |
| Capital Stock EOY | -$2,221 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $331,818 | RetainedEarningBOYAmt |
| Retained Earning EOY | $312,166 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $331,702 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $309,945 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $331,702 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $309,945 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $331,702 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,652 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $312,050 | SubtotalAmt |
| Other Decreases | $2,105 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $309,945 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 30 shs Cognizant Tech Solutions | P | 2012-02-03 | 2019-08-14 | $1,826 | $1,105 | $721 | $721 |
| 20 shs Cognizant Tech Solutions | P | 2015-03-03 | 2019-08-14 | $1,218 | $1,255 | -$37 | -$37 |
| 40 shs Cognizant Tech Solutions | P | 2016-12-29 | 2019-08-14 | $2,435 | $2,249 | $186 | $186 |
| 50 shs Cognizant Tech Solutions | P | 2017-12-19 | 2019-08-14 | $3,044 | $3,585 | -$541 | -$541 |
| 67 shs EOG Resources Inc | P | 2017-09-15 | 2019-12-05 | $4,742 | $6,202 | -$1,460 | -$1,460 |
| 9 shs EOG Resources Inc | P | 2017-09-18 | 2019-12-05 | $637 | $835 | -$198 | -$198 |
| 12 shs Kontoor Brands | P | 2011-05-02 | 2019-06-13 | $581 | $362 | $219 | $219 |
| 11 shs McDonalds Corp | P | 2011-01-04 | 2019-02-07 | $1,931 | $827 | $1,104 | $1,104 |
| 10 shs Tortoise Energy Infrastructure | P | 2014-08-29 | 2019-12-12 | $182 | $436 | -$254 | -$254 |
| 30 shs Travelers Cos | P | 2017-12-19 | 2019-01-10 | $3,594 | $4,061 | -$467 | -$467 |
| 125 shs Adient PLC | P | 2017-12-19 | 2019-12-12 | $3,041 | $10,147 | -$7,106 | -$7,106 |
| 118 shs APTIV PLC | P | 2017-05-19 | 2019-08-14 | $9,617 | $8,480 | $1,137 | $1,137 |
| 38 shs Altria Group Inc | P | 2007-10-22 | 2019-07-01 | $1,822 | $832 | $990 | $990 |
| 2 shs CSX Corp | P | 2007-10-22 | 2019-11-20 | $141 | $30 | $111 | $111 |
| 47 shs CSX Corp | P | 2007-10-22 | 2019-11-22 | $3,304 | $695 | $2,609 | $2,609 |
| 20 shs Cognizant Tech Solutions | P | 2007-11-06 | 2019-08-14 | $1,218 | $336 | $882 | $882 |
| 304 shs Tortoise Energy Infrastructure | P | 2010-07-08 | 2019-12-12 | $5,525 | $8,927 | -$3,402 | -$3,402 |
| 45 shs Travelers Cos | P | 2008-01-29 | 2019-01-08 | $5,326 | $2,161 | $3,165 | $3,165 |
| 15 shs Travelers Cos | P | 2008-01-29 | 2019-01-10 | $1,797 | $720 | $1,077 | $1,077 |
| 70 shs Williams Cos | P | 2002-08-13 | 2019-11-22 | $1,619 | $153 | $1,466 | $1,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $202 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,298 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $485,814 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035606 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,072 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $401,014 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045066 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,155 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $304,918 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043143 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,824 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $318,851 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043356 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,008 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $268,707 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044688 | DistributionYr5Rt |
| Total Distribution | 0.211859 | TotalDistributionRt |
| Average Distribution | 0.042372 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $494,841 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,967 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $88 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,055 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,696 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $88 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $88 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $88 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $88 | 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 | $487,011 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,366 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $502,377 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $502,377 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,536 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $494,841 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,742 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,742 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88 | TotalTaxAmt |
| Distributable Before Adj | $24,654 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,654 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,654 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,696 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,696 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $88 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $25,608 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,654 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,902 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,696 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,902 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,794 | 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 | $19,860 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AW Dreyfoos School of the Arts | |||||
| 501 Sapodilla Avenue | West Palm Beach | FL | 33401 | General support | $500 |
| Art in the Neighborhood | |||||
| 62 West Street | Brattleboro | VT | 05301 | General support | $3,500 |
| Auroras Voice Inc | |||||
| 521 Southridge Road | Delray Beach | FL | 334442229 | General support | $1,000 |
| Brattleboro Youth Services | |||||
| 32 Walnut Street | Brattleboro | VT | 053026008 | General support | $750 |
| Brattleboro Youth Services | |||||
| 32 Walnut Street | Brattleboro | VT | 053026008 | General support | $500 |
| Groundworks Collaborative Inc | |||||
| 60 South Main Street | Brattleboro | VT | 053020066 | General support | $3,500 |
| One Eleuthera Foundation | |||||
| 6 Carolina Lane | Beaufort | SC | 29907 | General support | $1,000 |
| Palm Beach Zoo and Conservation Society | |||||
| 1301 Summit Blvd | West Palm Beach | FL | 334053035 | General support | $1,000 |
| 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 | $1,000 |
| The Avenue Concept | |||||
| 304 Lockwood Street | Providence | RI | 02907 | General support | $500 |
| The Landmark Trust USA | |||||
| 707 Kipling Road | Dummerston | VT | 05301 | General support | $2,000 |
| Vermont Council on the Arts | |||||
| 136 State St | Montpelier | VT | 05602 | General support | $750 |
| West Stockbridge Historical Society | |||||
| Box 266 | Stockbridge | MA | 01266 | General support | $1,000 |
| Windham & Windsor Housing Trust Inc | |||||
| 68 Birge St | Brattleboro | VT | 05301 | General support | $2,000 |
| Wisetribe Us Inc | |||||
| 6586 W Atlantic Ave 1004 | Delray Beach | FL | 33446 | General support | $750 |
| WSWSU Windham Southwest Supervisory Union | |||||
| 1 School Street | Wilmington | VT | 053630490 | Deerfield Valley Community Partnership | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $45 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,664 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $215 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,755 | 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 | $11,169 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,169 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Alphabet Inc Cl A | $9,341 | $18,751 |
| Altria Group Inc | $1,147 | $2,595 |
| Amgen Inc | $30,798 | $48,214 |
| Apple Inc | $3,748 | $45,516 |
| Colgate Palmolive Co | $9,531 | $9,293 |
| Constellation Brands Inc | $7,471 | $9,108 |
| Costco Wholesale Corp | $8,138 | $22,044 |
| CSX Corporation | $2,188 | $10,203 |
| CVS Health Corp | $12,425 | $15,081 |
| Delta Air Lines Inc | $12,412 | $13,743 |
| Gilead Sciences Inc | $7,108 | $11,307 |
| Home Depot | $8,148 | $19,654 |
| Johnson & Johnson | $7,999 | $16,775 |
| Kinder Morgan Inc | $12,008 | $7,918 |
| Lam Research Corp | $5,752 | $19,006 |
| McDonalds Corp | $7,522 | $10,671 |
| Medtronic PLC | $8,341 | $12,706 |
| Microsoft Corp | $5,906 | $26,809 |
| Monster Beverage Corp New | $5,484 | $7,944 |
| Nike Inc Cl B | $8,789 | $16,311 |
| Oneok Inc New | $10,999 | $14,226 |
| Philip Morris Int'l Inc | $4,508 | $7,658 |
| Thermo Fisher Scientific Inc | $6,708 | $30,863 |
| UnitedHealth Group Inc | $4,008 | $16,757 |
| VF Corp | $6,122 | $14,650 |
| Walt Disney Co | $9,939 | $14,463 |
| Williams Cos Inc (Del) | $16,784 | $13,402 |
| Yum China Holdings Inc | $5,291 | $11,282 |
| Yum! Brands Inc | $5,696 | $15,109 |
| AbbVie Inc | $10,219 | $12,750 |
| Broadcom Inc | $14,688 | $16,433 |
| Dow Inc | $3,336 | $3,503 |
| Parker Drilling | $2,066 | $2,228 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Hennessy BP Midestream Fund | AT COST | $21,718 | $19,407 |
| Energy Select Sector SPDR XLE | AT COST | $5,454 | $5,584 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Davidson Dawson & Clark LLP | CategoryTxt |
| Legal Fees | $4,446 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,446 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustment to basis | Desc |
| Amt | $2,105 | 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 | $844 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Refund US Treasury excise tax | Desc |
| Revenue And Expenses Per Books | $215 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $215 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $215 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS Investment account fees | CategoryTxt |
| Amt | $4,281 | Amt |
| Net Investment Income | $4,281 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |