MICHAEL SINGER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL SINGER FOUNDATION (EIN 26-0830400)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-25
- IRS object ID
- 202532379349100208
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-25T10:05:34-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 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 | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 8024642165 | PhoneNum |
| Signature | 2025-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | FREDERICK MARTENS | PreparerPersonNm |
| PTIN | P00298107 | PTIN |
| Phone | 2126972299 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,641,424 | 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 | $1,446,526 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $32,102 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,102 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $280,900 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,767 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,522,395 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,869 | 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 | $37,532 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $37,532 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,813 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,407 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,406 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,698 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,698 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,963 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,963 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,006 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,105 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,901 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,506 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,105 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,401 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,423,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,764 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,846 | CashBOYAmt |
| Cash EOY | $55,954 | CashEOYAmt |
| Cash EOYFMV | $55,954 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,482 | SavAndTempCashInvstBOYAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $154,723 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $154,989 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $457,549 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,511,821 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,323,898 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,388 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $105,446 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $106,583 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $495,265 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,827,944 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,641,424 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $495,265 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,827,944 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $495,265 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,827,944 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $495,265 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,827,944 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $495,265 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,423,889 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,919,154 | SubtotalAmt |
| Other Decreases | $91,210 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,827,944 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | $151,763 | $164,546 | -$12,783 | -$12,783 |
| PUBLICLY TRADED SECURITIES | D | $129,137 | $72,587 | $56,550 | $56,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,767 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $692 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $692 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $692 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $280 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,780 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $1,070 | OverpaymentAmt |
| Applied To ES Tax | $1,070 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | THE FOUNDATION | 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 (4 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 DECEASED 31424 | ||||||||
| PO BOX 682 | WILMINGTON | VT | 05363 | DIRECTOR/PRESIDENT | 1.00 | $0 | $0 | $0 |
| NANCY CRAWFORD | ||||||||
| PO BOX 682 | WILMINGTON | VT | 05363 | PRESIDENT/TREASURER | 8.00 | $0 | $0 | $0 |
| JONATHAN FOGELSON | ||||||||
| PO BOX 682 | WILMINGTON | VT | 05363 | SECRETARY | 8.00 | $0 | $0 | $0 |
| JASON BREGMAN | ||||||||
| PO BOX 682 | WILMINGTON | VT | 05363 | DIRECTOR | 8.00 | $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 | $1,771,492 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,767 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,804,259 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,804,259 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,064 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,777,195 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,860 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,860 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $692 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $692 | TotalTaxAmt |
| Distributable Before Adj | $88,168 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,168 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,168 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,401 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $72,401 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,168 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,568 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,401 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,568 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,833 | 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 | $24,335 | 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 DECEASED 31424 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ART IN THE NEIGHBORHOOD | |||||||
| 62 WEST STREET | BRATTLEBORO | VT | 05301 | PC | GENERAL SUPPORT | $2,000 | |
| BOUND FOR COLLEGE | |||||||
| 1730 S FEDERAL HWY | DELRAY BEACH | FL | 33483 | PC | GENERAL SUPPORT | $2,000 | |
| BRATTLEBORO AREA HOSPICE | |||||||
| 191 CANAL STREET | BRATTLEBORO | VT | 05301 | PC | GENERAL SUPPORT | $1,500 | |
| BRATTLEBORO MUSEUM ART CENTER | |||||||
| 10 VERNON STREET | BRATTLEBORO | VT | 05301 | PC | GENERAL SUPPORT | $2,000 | |
| COMMUNITY GREENING CORP | |||||||
| SOCIAL IMPACT LAB AT LYNN UNIVERIST | BOCA RATON | FL | 33431 | PC | GENERAL SUPPORT | $1,000 | 3601 N MILITARY TRAIL |
| COMMUNITY MUSIC SCHOOL OF SPRINGFIELD | |||||||
| 127 STATE STREET | SPRINGFIELD | MA | 01103 | PC | GENERAL SUPPORT | $2,000 | |
| FAIRBANKS MUSEUM PLANETARIUM | |||||||
| 1302 MAIN STREET | ST JOHNSBURY | VT | 05891 | PC | GENERAL SUPPORT | $1,000 | |
| GREAT BARRINGTON HOUSATONIC RIVER WALK | |||||||
| PO BOX 1018 | GREAT BARRINGTON | MA | 01230 | PC | GENERAL SUPPORT | $2,000 | |
| MAYA EDUCATIONAL FOUNDATION | |||||||
| PO BOX 1483 | WELLFLEET | MA | 02667 | PC | GENERAL SUPPORT | $2,000 | |
| ONE ELEUTHERA FOUNDATION | |||||||
| 513 VILLAGE WALK LANE | CLEMSON | SC | 29631 | PC | GENERAL SUPPORT | $2,000 | |
| SUSAN G KOMEN | |||||||
| PO BOX 98060 | WASHINGTON | DC | 200908060 | PC | GENERAL SUPPORT | $1,000 | |
| THE AVENUE CONCEPT | |||||||
| 304 LOCKWOOD ST | PROVIDENCE | RI | 02907 | PC | GENERAL SUPPORT | $2,000 | |
| THE AVENUE CONCEPT | |||||||
| 304 LOCKWOOD ST | PROVIDENCE | RI | 02907 | PC | GENERAL SUPPORT | $1,000 | |
| THE CHILDREN'S HEALING INSTITUTE | |||||||
| 2161 PALM BEACH LAKES BLVD STE 212 | WEST PALM BEACH | FL | 33409 | PC | GENERAL SUPPORT | $1,000 | |
| THE DUBOIS FREEDOM CENTER | |||||||
| PO BOX 1075 | GREAT BARRINGTON | MA | 01230 | PC | GENERAL SUPPORT | $2,000 | |
| THE LANDMARK TRUST USA | |||||||
| 707 KIPLING ROAD | DUMMERSTON | VT | 05301 | PC | GENERAL SUPPORT | $2,000 | |
| WINDHAM WINDSOR HOUSING TRUST | |||||||
| 68 BIRGE STREET | BRATTLEBORO | VT | 05301 | PC | GENERAL SUPPORT | $2,000 | |
| YOUTH SERVICES | |||||||
| PO BOX 6008 | BRATTLEBORO | VT | 053026008 | PC | GENERAL SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,500 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,102 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,767 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $75,869 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,869 | TotalIncomeProducingActyAmt |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ESTATE OF MICHAEL SINGER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 NW 1ST AVE | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33444 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,446,526 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,412,028 | FairMarketValueAmt |
| Received | 2024-07-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,813 | Amt |
| Net Investment Income | $2,407 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,406 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION WAS FORMED IN DELAWARE AND IS NOT REQUIRED TO SUBMIT A COPY OF FORM 990-PF TO THE ATTORNEY GENERAL. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (27 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| $5,000 WELLS FARGO 3.9% DUE 1/26/69 | $4,388 | $4,856 |
| FLORIDA PWR & LIGHT CO | $1,964 | $1,990 |
| FLORIDA POWER & LIGHT CO | $3,891 | $3,948 |
| ALLSTATE CORP NTS B/E | $2,815 | $2,892 |
| JOHNSON & JOHNSON B/E | $2,889 | $2,933 |
| SUNTRUST BANK ATLANTA | $2,885 | $2,937 |
| WALT DISNEY COMPANY | $3,757 | $3,840 |
| DUKE ENERGY FLORIDA LLC | $5,755 | $5,841 |
| AMER EXPRESS CO NTS B/E | $4,711 | $4,787 |
| U.S. BANCORP NTS B/E | $4,642 | $4,740 |
| NATIONAL RURAL UTIL COOP | $2,858 | $2,881 |
| NORTHERN TRUST CORP B/E | $3,839 | $3,862 |
| ONCOR ELEC DELIVERY CO | $5,738 | $5,771 |
| MIDSMERICAN ENERGY CO | $1,899 | $1,907 |
| BANK OF AMER CORP B/E | $3,878 | $3,898 |
| JPMORGAN CHASE & CO B/E | $3,908 | $3,919 |
| PNC FINL SERV GRP INC | $4,423 | $4,440 |
| GOLDMAN SACHS GROUP INC | $4,708 | $4,692 |
| ECOLAB INC B/E | $3,002 | $3,003 |
| COCA-COLA CO/THE B/E | $3,769 | $3,774 |
| MASTERCARD INC B/E | $3,728 | $3,737 |
| PUB SVC CO OF COLO B/E | $4,036 | $4,114 |
| TEXAS INSTRUMENTS INC | $4,194 | $4,190 |
| ALABAMA POWER CO B/E | $5,248 | $5,267 |
| ST STREET CORP B/E | $4,661 | $4,667 |
| BANK OF NY MELLON CORP | $5,108 | $4,954 |
| SPOR BLOOMBERG 1-3 MONTH | $2,752 | $2,743 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (205 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM | $12,841 | $25,589 |
| ALPHABET INC CL A | $9,341 | $53,004 |
| AMGEN INC | $14,738 | $52,128 |
| APPLE INC | $3,871 | $180,302 |
| AT&T INC | $18,843 | $25,047 |
| BROADCOM INC | $13,835 | $113,602 |
| CONSTELLATION BRANDS INC CL A | $7,471 | $10,608 |
| COSTCO WHOLESALE CORP | $8,138 | $68,720 |
| CSX CORPORATION | $2,144 | $13,360 |
| CVS HEALTH CORP | $12,243 | $8,798 |
| DELL TECHNOLOGIES INC CL C | $6,267 | $5,762 |
| ENBRIDGE INC CAD | $18,180 | $23,209 |
| ENTERGY CORP NEW | $14,266 | $21,836 |
| GLOBAL MED REIT INC | $12,981 | $10,800 |
| HOME DEPOT INC | $8,148 | $35,009 |
| JOHNSON & JOHNSON COM | $7,999 | $16,631 |
| KINDER MORGAN INC | $16,479 | $19,180 |
| LAM RESEARCH CORP | $5,752 | $46,950 |
| MCDONALDS CORP | $7,522 | $15,654 |
| MICROSOFT CORP | $5,906 | $71,655 |
| MONSTER BEVERAGE CORP NEW COM | $4,650 | $11,143 |
| ONEOK INC NEW | $10,972 | $31,124 |
| PHILLIPS 66 | $16,570 | $19,140 |
| QUANTA SERVICES INC | $17,010 | $52,148 |
| S&P GLOBAL INC | $27,864 | $37,352 |
| T-MOBILE US INC COM | $23,260 | $36,862 |
| TARGA RESOURCES CORP | $6,121 | $16,244 |
| TC ENERGY CORP CAD | $28,852 | $30,663 |
| THERMO FISHER SCIENTIFIC INC | $6,708 | $49,422 |
| UNITEDHEALTH GROUP INC | $4,008 | $28,834 |
| WALT DISNEY CO (HOLDING CO) | $9,939 | $11,135 |
| WILLIAMS COS INC (DEL) | $9,562 | $37,235 |
| YUM! BRANDS INC | $5,696 | $20,124 |
| ACCENTURE PLC IRELAND CL A | $22,874 | $24,274 |
| ADVANCED MICRO DEVICES INC | $22,289 | $17,273 |
| ALPHABET INC CL A | $57,408 | $59,819 |
| AMGEN INC | $27,550 | $21,372 |
| APPLE INC | $55,318 | $61,854 |
| APPLIED MATERIALS INC | $16,760 | $12,197 |
| BOEING COMPANY | $10,376 | $10,266 |
| BROADCOM INC | $75,698 | $108,965 |
| CONS TELLA TION BRANDS INC CL A | $11,431 | $10,387 |
| COSTCO W HOLES ALE CO RP | $27,965 | $30,237 |
| CSX CORPORATION | $20,810 | $19,459 |
| CVS HEALTH CORP | $13,591 | $10,459 |
| DOLLAR TREE INC | $11,150 | $7,794 |
| FISERV INC | $3,173 | $4,108 |
| HOME DEPOT INC | $29,060 | $31,119 |
| ILLINOIS TOOL WORKS INC | $21,349 | $22,060 |
| JOHNSON & JOHNSON COM | $23,753 | $22,271 |
| LAM RESEARCH CORP | $48,853 | $36,115 |
| LILLY ELI & CO | $51,958 | $46,320 |
| MCDONALDS CORP | $22,320 | $24,931 |
| MICRON TECHNOLOGY INC | $39,541 | $28,867 |
| MICROSOFT CORP | $65,998 | $62,804 |
| MONSTER BEVERAGE CORP NEW COM | $18,432 | $19,237 |
| PEPSICO INC | $22,466 | $20,376 |
| RTX CORP | $12,971 | $14,465 |
| THERMO FISHER SCIENTIFIC INC | $32,785 | $31,214 |
| ULTA BEAUTY, INC | $7,833 | $8,699 |
| UNITEDHEALTH GROUP INC | $34,629 | $31,363 |
| VISA INC CL A | $13,386 | $15,802 |
| WALT DISNEY CO (HOLDING CO) DISNEY COM | $12,331 | $14,587 |
| YUM CHINA HLDGS INC | $4,944 | $7,755 |
| YUM! BRANDS INC | $20,835 | $21,734 |
| ABB LTD SPON ADR | $4,543 | $4,404 |
| ADIDAS AG SPON ADR | $2,976 | $2,922 |
| AIA GROUP LTD SPON ADR | $2,545 | $2,536 |
| AIR LIQUIDE ADR FRANCE ADR | $4,662 | $4,193 |
| AON PLC CLA | $4,487 | $5,387 |
| ASICS CORP UNSPONSORED ADR | $1,672 | $1,989 |
| ASM INTL NV EUR | $1,461 | $1,138 |
| ASML HLDG NV SPON ADR | $5,237 | $4,158 |
| ASTRAZENECA PLC SPON AD | $3,047 | $2,555 |
| BANKINTER SA SPON ADR | $1,671 | $1,619 |
| BUREAU VERITAS SA UNSPONSORED ADR 2.40% | $2,795 | $2,954 |
| CAPGEMINI SE UNSPONSORED ADR | $3,826 | $3,019 |
| CHUBB LTD CHF | $2,096 | $2,210 |
| COMPAGNIE FINANCIERE RICHEMONT AG ADR | $3,419 | $3,446 |
| COMPASS GROUP PLC SPON ADR | $3,367 | $3,930 |
| CONTL AG-SPONS ADR ADR | $1,042 | $1,097 |
| CRH PLC ORD SHS .32 EACH ORD EUR | $1,119 | $1,295 |
| CRODA INTL PLC ADR | $1,793 | $1,405 |
| DBS GROUP HLDGS LTD. SPON ADR | $1,836 | $2,177 |
| DIPLOMA PLC UNSP ADR | $2,934 | $2,775 |
| DISCO CORP UNSPONSORED ADR | $1,070 | $1,063 |
| DSV A/SADR | $1,172 | $1,168 |
| EPIROC AKTIEBOLAG ADR | $2,474 | $2,309 |
| EXPERIAN PLC SPON ADR | $3,132 | $2,906 |
| FANUC CORP ADR | $2,492 | $2,334 |
| GILDAN ACTIVEWEAR INC CAD | $2,598 | $3,011 |
| HALMA PLC UNSPONSORD ADR | $2,415 | $2,466 |
| HEXAGON AB UN SPON ADR | $897 | $852 |
| HOYA CORP SPON ADR | $2,674 | $2,728 |
| ICON PLC EUR | $3,005 | $1,887 |
| IMCD GROUP N V UNSPONSORED ADR | $2,413 | $2,451 |
| ING GROEP N V NL SPON ADR | $3,299 | $2,774 |
| JAMES HARDIE INDUSTRIES SE SPON ADR | $1,968 | $1,571 |
| KAO CORP UNSPONSORED ADR | $1,343 | $1,244 |
| KBC GROUP NV ADR | $2,684 | $2,777 |
| LONDON STK EXCHANGE UNSPONSORED ADR | $2,480 | $2,855 |
| MITSUI FUDOSAN CO LTD 1 ADR | $2,303 | $1,917 |
| MIZUHO FINANCIAL GROUP INC SPON ADR | $3,570 | $4,186 |
| MTU AERO ENGINES HLDGS AG ADR | $2,911 | $3,479 |
| NIPPON SANSO HLDGS CORP ADR | $2,580 | $2,449 |
| NITORI HLDGS CO LTD ADR | $2,191 | $2,261 |
| NOMURA RESEARCH INSTITUTE LTD ADR | $2,062 | $2,057 |
| NORDEA BK ABP SPON ADR | $1,387 | $1,307 |
| NOVO NORDISK A/S SPON ADR | $7,532 | $4,903 |
| PUMA SE UNSPONSORED ADR | $1,329 | $1,291 |
| RECRUIT HLDGS CO LTD UN SPONSORED ADR | $1,522 | $1,830 |
| RELX PLC SPON ADR | $6,725 | $6,677 |
| RENESAS ELE CTRONICS CORP ADR | $1,676 | $1,075 |
| RYANAIR HOLDINGS PLC SPON ADR | $2,398 | $2,703 |
| SAMPO OYJ ADR | $2,442 | $2,287 |
| SAP SE SPON ADR | $2,205 | $2,708 |
| SHIN ETSU CHEM CO LTD ADR | $2,565 | $1,999 |
| SIEMENS AG SPON ADR | $3,181 | $3,287 |
| SUNCOR ENERGY INC NEW CAD | $2,676 | $2,462 |
| SUZUKI MOTOR CORP LTD ADR | $2,066 | $1,981 |
| SYMRISE AG ADR | $2,368 | $2,034 |
| TECHTRONIC INDS SPON ADR HONG KONG | $2,423 | $2,559 |
| THALES UNSPONSORD ADR | $3,027 | $2,571 |
| TOKYO ELECTRON LTD ADR | $3,027 | $2,340 |
| UNILEVER PLC AM ER SHS NEW SPON | $6,887 | $6,691 |
| UNIVERSAL MUSIC GRO ADR | $2,835 | $2,514 |
| VAT GROUP AG UNSPONSORED ADR | $1,053 | $791 |
| 31 GROUP PLC ADR | $1,643 | $1,853 |
| AIR PROD & CHEMICAL INC | $1,109 | $1,160 |
| AMER ELECTRIC POWER CO | $562 | $553 |
| AMERICAN INTL GROUP INC COM | $2,076 | $1,966 |
| ASTRAZENECA PLC SPON ADR | $554 | $459 |
| AT&T INC | $637 | $797 |
| BAXTER INTL INC | $2,373 | $1,925 |
| BP PLC SPON ADR | $2,760 | $2,365 |
| BRITISH AMER TOBACCO PLC GB SPON ADR | $1,467 | $1,598 |
| CARDINAL HEALTH INC | $2,487 | $2,957 |
| CISCO SYSTEMS INC | $1,252 | $1,598 |
| CITIGROUP INC | $3,233 | $3,520 |
| CNH INDL NV EUR | $413 | $465 |
| COGNIZANT TECH SOLUTIONS CRP | $1,699 | $1,769 |
| COMCAST CORP NEW CL A | $2,113 | $2,027 |
| CONSTELLATION BRANDS INC CL A | $506 | $442 |
| CROWN CASTLE INC REIT | $1,306 | $1,089 |
| CVS HEALTH CORP | $2,886 | $2,065 |
| DIAGEO PLC NEW GB SPON ADR | $385 | $381 |
| DOLLAR GEN CORP NEW | $1,672 | $1,137 |
| DOMINION ENERGY INC | $546 | $539 |
| ELECTRONIC ARTS | $1,476 | $1,463 |
| ELEVANCE HEALTH INC | $1,507 | $1,107 |
| ENTERGY CORP NEW | $816 | $1,061 |
| EXELON CORP | $870 | $903 |
| FIDELITY NATL INFORMATION SVCS | $1,577 | $1,696 |
| FIDELITY NATIONAL FINANCIAL IN COM | $1,150 | $1,179 |
| FIRST CITIZENS BANCSHS INC N. C. CLA | $3,746 | $4,226 |
| FORTREA HLDGS INC | $258 | $187 |
| FOX CORP CL A | $519 | $680 |
| GALLAGHER ARTHUR J & CO | $820 | $852 |
| GENERAL MOTORS CO | $1,809 | $2,078 |
| HASBRO INC | $1,202 | $1,118 |
| HESS CORP | $1,670 | $1,463 |
| HEWLETT PACKARD ENTERPRISE CO | $539 | $662 |
| HP INC | $2,422 | $2,251 |
| HUMANA INC | $1,175 | $761 |
| INTERCONTINENTALEXCHANGE GROUP | $1,492 | $1,490 |
| INTERPUBLIC GROUP OF COS INC | $816 | $729 |
| INTL FLAVORS &FRGRNCS | $693 | $592 |
| JOHNSON CTLS INTL PLC | $1,177 | $1,342 |
| JPMORGAN CHASE & CO | $1,893 | $2,157 |
| KEURIG DR PEPPER INC | $761 | $739 |
| KIMBERLY CLARK CORP | $1,124 | $1,048 |
| KONINKLIJKE PHILIPS NV SPON | $933 | $912 |
| KRAFT HEINZ CO/FHE | $2,099 | $1,965 |
| LABCORP HOLDINGS INC | $1,450 | $1,605 |
| LEAR CORP COM NEW | $720 | $568 |
| LEIDOS HLDGS INC | $1,240 | $1,152 |
| LILLY ELI & CO | $878 | $772 |
| L3 HARRIS TECHNOLOGIES INC | $2,640 | $2,313 |
| MEDTRONIC PLC | $2,144 | $2,157 |
| MICRON TECHNOLOGY INC | $800 | $589 |
| MICROSOFT CORP | $2,637 | $2,529 |
| MID AMER APARTMENT COMMUNITIES INC | $563 | $618 |
| NEWELL BRANDS INC | $252 | $398 |
| PFIZER INC | $502 | $451 |
| PG & E COR P (HOLDINGCOMPANY) | $1,038 | $1,150 |
| PPG INDUSTRIES INC | $891 | $836 |
| RTX CORP | $1,680 | $1,852 |
| SANOFI SPON ADR | $2,068 | $1,977 |
| SEALED AIR CORP NEW | $1,329 | $1,252 |
| SEMPRA | $1,408 | $1,579 |
| SHELL PLC SPON ADR | $2,068 | $1,817 |
| SONY GROUP CORP SPONSORED ADR | $1,709 | $1,989 |
| SS&C TECHNOLOGIES HLDGS INC | $2,757 | $3,031 |
| SUNCOR ENERGY INC NEW CAD | $1,067 | $999 |
| TAIWAN SEMI CONDUCTO R MFG CO | $679 | $790 |
| TECK RESOURCES LTD CL BORD | $546 | $486 |
| THE CIGNA GROUP $0.04 | $1,009 | $828 |
| UBS GROUP AG | $511 | $515 |
| VERIZON COMMUNICATIONS INC | $1,517 | $1,560 |
| VISA INC CL A | $1,059 | $1,264 |
| WABTEC INC | $637 | $758 |
| WALT DISNEY CO (HOLDING CO) | $582 | $668 |
| WELLS FARGO & CO NEW | $3,759 | $4,425 |
| WILLIAM S COS INC (DEL) | $793 | $974 |
| WILLIS TOWERS WATSON PUB LTD | $1,066 | $1,253 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $154,723 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $154,989 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $37,532 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,532 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $91,210 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,407 | $0 | $1,407 |
| REGISTRATION | $470 | $0 | $470 |
| POSTAGE | $86 | $0 | $86 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CONSULTING | $8,250 | $8,250 | $0 |
| INVESTMENT MANAGEMENT FEES | $15,448 | $15,448 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ESTATE OF MICHAEL SINGER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 NW 1ST AVE | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33444 | ZIPCd |