JANE AND JACK FITZPATRICK TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JANE AND JACK FITZPATRICK TR (EIN 20-2612696)
- Tax period
- 2016-08-01 to 2017-07-31
- Filed
- 2017-12-14
- IRS object ID
- 201713489349100106
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-12-14T14:29:35-05:00 | ReturnTs |
| Tax Period End | 2017-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042530803 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH WATSON & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 MAIN ST STE 111 | AddressLine1Txt |
| City | NORTH ADAMS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 012473429 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202612696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE AND JACK FITZPATRICK TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JANE | BusinessNameControlTxt |
| Phone | 4132981036 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1164 | AddressLine1Txt |
| City | STOCKBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01262 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMARA T STEVENS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4132981036 | PhoneNum |
| Signature | 2017-12-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYON M SHERMAN | PreparerPersonNm |
| PTIN | P00396128 | PTIN |
| Phone | 4136644650 | PhoneNum |
| Preparation | 2017-12-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 1C196688A2CA714784FDFFC8C264CC80F338CE36 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0D6111DE887E7AF52DE09838A5A5DE7E32FE3032 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,356,615 | 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 | $485,552 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $346,992 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $346,992 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $346,992 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $265,033 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,557,893 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $265,033 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,887 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $2,887 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,100,464 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $612,025 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $349,879 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $88,126 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $66,095 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,200 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $92,430 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $92,430 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,911 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $11,402 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $5,131 | OccupancyRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,500 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,495 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $228,195 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,430 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,095 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $599,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $599,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $827,195 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,430 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $665,095 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $273,269 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $519,595 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $349,879 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $583,167 | CashBOYAmt |
| Cash EOY | $499,186 | CashEOYAmt |
| Cash EOYFMV | $499,186 | CashEOYFMVAmt |
| US Government Obligations BOY | $637,195 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $409,753 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $405,400 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,616,969 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,280,099 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,090,107 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,767,566 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,132,426 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,155,359 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,504,801 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,072,905 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $938,621 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $381,006 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $113,064 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $279,344 | LandBOYAmt |
| Land EOY | $267,942 | LandEOYAmt |
| Land EOYFMV | $267,942 | LandEOYFMVAmt |
| Total Assets BOY | $12,389,042 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,662,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,356,615 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $12,389,042 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,176,759 | CapitalStockEOYAmt |
| Retained Earning EOY | $485,552 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,389,042 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,662,311 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,389,042 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,662,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,389,042 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $273,269 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,662,311 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,662,311 | 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 | P | $341,750 | $363,299 | -$21,549 | -$21,549 |
| PUBLICLY TRADED SECURITIES | P | $2,216,143 | $1,929,561 | $286,582 | $286,582 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $265,033 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $680,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,130,205 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048124 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $942,068 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,106,174 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066784 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $740,664 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,094,993 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061237 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $342,736 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,598,913 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051938 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $646,112 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,145,783 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.205390 | DistributionYr5Rt |
| Total Distribution | 0.433473 | TotalDistributionRt |
| Average Distribution | 0.086695 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,139,545 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,312,523 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,196 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,317,719 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $665,095 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,392 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,392 | SubtotalAmt |
| Tax Based On Investment Income | $10,392 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,840 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,840 | TotalPaymentsAndCreditsAmt |
| Tax Due | $552 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TAMARA T STEVENS | IndividualWithBooksNm |
| Phone | 4132981036 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 MAIN STREET | AddressLine1Txt |
| City | STOCKBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 012629701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT B TRASK | ||||||||
| 602 MAYBANK LOOP | THE VILLAGES | FL | 32162 | MANAGING TRU | 2.00 | $68,126 | $0 | $0 |
| TAMARA T STEVENS | ||||||||
| MONUMENT VALLEY ROAD | GREAT BARRINGTON | MA | 01230 | TRUSTEE | 8.00 | $20,000 | $0 | $500 |
| CASEY ROTHSTEIN-FITZPATRICK | ||||||||
| 864 UNDERMOUNTAIN ROAD | SHEFFIELD | MA | 01257 | TRUSTEE | 1.00 | $0 | $0 | $500 |
| PETER WILLIAMS | ||||||||
| PO BOX 1191 | STOCKBRIDGE | MA | 01262 | TRUSTEE | 1.00 | $0 | $0 | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 WEST STREET 4 | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $54,743 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONSTRUCT, INC. GRANT TO HELP BUILD NEW AFFORDABLE HOUSING IN GREAT BARRINGTON, MA. HOUSING PROJECT IS CALLED FOREST SPRINGS. | Description1Txt |
| Expenses1 | $170,000 | Expenses1Amt |
| Description2 | THE MOUNT. FOR RENOVATION OF THE EXTERIOR OF THE STABLES AT EDITH WHARTON'S HOME. | Description2Txt |
| Expenses2 | $100,000 | Expenses2Amt |
| Description3 | THE BIDWELL HOUSE MUSEUM. GRANT FOR RESTORATION AND ACCESSIBILITY IMPROVEMENTS. | Description3Txt |
| Expenses3 | $100,000 | Expenses3Amt |
| Description4 | BERKSHIRE PULSE. GRANT TO CONVERT EXISTING FREIGHT ELEVATOR INTO A PASSENGER ELEVATOR FOR ACCESSIBILITY FOR ALL. | Description4Txt |
| Expenses4 | $80,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,331,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $677,450 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $360,714 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,370,096 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $15,370,096 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $230,551 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,139,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $756,977 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $756,977 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,392 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,392 | TotalTaxAmt |
| Distributable Before Adj | $746,585 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $746,585 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $746,585 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $665,095 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $665,095 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $665,095 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $746,585 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $473,782 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,458 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $195,755 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $91,008 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $786,003 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $665,095 | QualifyingDistributionsAmt |
| Applied To Current Year | $665,095 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $81,490 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $81,490 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $704,513 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $392,292 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $312,221 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,458 | ExcessFromYear4Amt |
| Excess From Year3 | $195,755 | ExcessFromYear3Amt |
| Excess From Year2 | $91,008 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TAMARA T STEVENS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1164 | AddressLine1Txt |
| City | STOCKBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4132981306 | RecipientPhoneNum |
| Form And Info And Materials | PERSONAL LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| BERKSHIRE BOTANICAL GARDENS | ||||||
| ROUTES 103 183 | STOCKBRIDGE | MA | 01262 | RENOVATIONS TO CENTER HOUSE | $25,000 | |
| THE MOUNT | ||||||
| 2 PLUNKETT STREET | LENOX | MA | 01240 | RENOVATION OF EDITH WHARTON HOME | $50,000 | |
| THE MOUNT | ||||||
| 2 PLUNKETT STREET | LENOX | MA | 01240 | RENOVATION OF STABLES AT E. W. HOME | $50,000 | |
| LEVER INC | ||||||
| 85 MAIN STREET | NORTH ADAMS | MA | 01247 | INCUBATOR SPACE FOR ENTREPRENEURS | $15,000 | SUITE 218 |
| FRIENDS OF THE SHEFFIELD SENIOR CEN | ||||||
| 25 COOK ROAD | SHEFFIELD | MA | 01257 | RENOVATION OF SENIOR CENTER | $16,000 | |
| VENTFORD HALL ASSOCIATION | ||||||
| 104 WALKER STREET | LENOX | MA | 01240 | INSTALLATION OF ELEVATOR | $28,000 | |
| CONSTRUCT INC | ||||||
| 41 MAHAIWE STREET | GREAT BARRINGTON | MA | 01230 | TO BUILD AFFORDABLE HOUSING | $170,000 | |
| THE BIDWELL HOUSE MUSEUM | ||||||
| 100 ART SCHOOL ROAD | MONTEREY | MA | 01245 | ACCESSIBILITY IMPROVEMENTS | $43,866 | |
| THE BIDWELL HOUSE MUSEUM | ||||||
| 100 ART SCHOOL ROAD | MONTEREY | MA | 01245 | ACCESSIBILITY IMPROVEMENTS | $56,134 | |
| UPPER HOUSATONIC VALLEY NAT HERITAG | ||||||
| 24 MAIN STREET | SALISBURY | CT | 06068 | CONSTRUCT 5 WRITING STUDIOS | $31,950 | |
| UPPER HOUSATONIC VALLEY NAT HERITAG | ||||||
| 24 MAIN STREET | SALISBURY | CT | 06068 | CONSTRUCT 5 WRITING STUDIOS | $33,050 | |
| BERKSHIRE PULSE | ||||||
| 420 PARK STREET | HOUSATONIC | MA | 01236 | ACCESSIBILITY ELEVATOR | $80,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $599,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $346,992 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $265,033 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK INTEREST | Desc |
| Related Or Exempt Function Incm | $2,887 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $614,912 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $614,912 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | TO BE UTILIZED FOR CHARITABLE CONTRIBUTIONS |
| 8 | TO BE UTILIZED FOR CHARITABLE CONTRIBUTIONS |
| 11A | TO BE UTILIZED FOR CHARITABLE CONTRIBUTIONS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | JOHN H FITZPATRICK ESTATE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $485,552 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION | CategoryTxt |
| Amt | $19,200 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | 2009-01-02 | $364,859 | $85,515 | S/L | 32.0000 | $11,402 |
| OFFICE EQUIPMENT | 2009-01-02 | $10,058 | $10,058 | S/L | 7.0000 | |
| OFFICE EQUIPMENT | 2009-09-01 | $6,089 | $6,089 | S/L | 5.0000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,132,426 | EOYBookValueAmt |
| EOYFMV | $1,155,359 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $9,280,099 | EOYBookValueAmt |
| EOYFMV | $13,090,107 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH & MONEY MARKET FUNDS | AT COST | $516,936 | $516,936 |
| REAL ESTATE | AT COST | ||
| FOREIGN BOND | AT COST | $60,934 | $62,650 |
| PARTNERSHIP | AT COST | $113,000 | $113,000 |
| COLLECTABLES | AT COST | $182,035 | $110,035 |
| GOLD | AT COST | $200,000 | $136,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $381,006 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $113,064 | AccumulatedDepreciationAmt |
| Book Value | $267,942 | BookValueAmt |
| EOYFMV | $267,942 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OFFICE EXPENSES | $2,409 |
| INSURANCE | $2,086 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK INTEREST | Desc |
| Revenue And Expenses Per Books | $2,887 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2,887 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $92,430 | Amt |
| Net Investment Income | $92,430 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL AND STATE TAXES | CategoryTxt |
| Amt | $5,911 | Amt |