MICHAEL SINGER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL SINGER FOUNDATION (EIN 26-0830400)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201531349349102238
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T14:02:35-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | c/o 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 /VP Treasurer | PersonTitleTxt |
| Phone | 8024642165 | PhoneNum |
| Signature | 2015-05-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $328,949 | 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 | $59,239 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,338 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,338 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,820 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,455 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,374 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $70,397 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,712 | 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 | $4,061 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,061 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,351 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,351 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $849 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,275 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,382 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,061 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,382 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,161 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $55,022 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,330 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$10 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $3,432 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,371 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,371 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $157,967 | CorporateStockBOYAmt |
| Corporate Stock EOY | $208,719 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $291,835 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,947 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,924 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,271 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,860 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,204 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,472 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $186,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $241,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $328,949 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $186,196 | RetainedEarningBOYAmt |
| Retained Earning EOY | $241,218 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $186,196 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $241,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $186,196 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $241,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $186,196 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $55,022 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $241,218 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $241,218 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 17 shs Allergan Inc | P | 2012-02-03 | 2014-04-22 | $2,785 | $1,457 | $1,328 | $1,328 |
| 5 shs Allergan Inc | P | 2012-02-03 | 2014-06-02 | $854 | $429 | $425 | $425 |
| 6 shs Allergan Inc | P | 2012-02-03 | 2014-09-23 | $1,015 | $514 | $501 | $501 |
| 35 shs American Capital Agency Corp | P | 2013-05-31 | 2014-07-31 | $806 | $929 | -$123 | -$123 |
| 5 shs American Capital Agency Corp | P | 2013-05-31 | 2014-08-01 | $116 | $133 | -$17 | -$17 |
| 10 shs Gilead Sciences Inc | P | 2011-08-15 | 2014-04-02 | $739 | $186 | $553 | $553 |
| 5 shs Gilead Sciences Inc | P | 2011-08-15 | 2014-08-15 | $491 | $93 | $398 | $398 |
| .5 shs NewCastle Ivt Corp New REIT | P | 2013-06-12 | 2014-10-23 | $12 | $15 | -$3 | -$3 |
| 25.333 shs NewCastle Invt Corp New REIT | P | 2013-06-12 | 2014-11-20 | $122 | $373 | -$251 | -$251 |
| 6.667 shs NewCastle Invt Corp New REIT | P | 2013-09-05 | 2014-11-20 | $32 | $123 | -$91 | -$91 |
| 20 shs Apple Inc | P | 2007-11-21 | 2014-08-21 | $2,011 | $484 | $1,527 | $1,527 |
| 10 shs Colgate Palmolive | D | 1997-01-15 | 2014-09-08 | $640 | $117 | $523 | $523 |
| 5 shs Goldman Sachs Group Inc | P | 2007-10-24 | 2014-06-03 | $802 | $1,091 | -$289 | -$289 |
| 5 shs Goldman Sachs Group Inc | P | 2007-11-02 | 2014-06-03 | $802 | $1,132 | -$330 | -$330 |
| 5 shs Goldman Sachs Group Inc | P | 2010-07-08 | 2014-06-03 | $802 | $676 | $126 | $126 |
| 15 shs Lorillard Inc | P | 2010-03-05 | 2014-03-04 | $828 | $376 | $452 | $452 |
| 15 shs McDonalds Corp | P | 2010-03-12 | 2014-09-10 | $1,371 | $983 | $388 | $388 |
| .5 sh Now Inc | P | 2007-12-18 | 2014-06-02 | $17 | $14 | $3 | $3 |
| 8.25 shs Now Inc | P | 2007-12-18 | 2014-06-02 | $272 | $224 | $48 | $48 |
| 3.75 shs Now Inc | P | 2007-12-27 | 2014-06-02 | $124 | $109 | $15 | $15 |
| 5 shs Procter & Gamble Co | P | 2007-10-31 | 2014-02-26 | $392 | $347 | $45 | $45 |
| .289 shs Tortoise Energy Infrastruct | P | 2010-07-08 | 2014-06-24 | $15 | $9 | $6 | $6 |
| 150 shs AT&T Inc | D | 2007-10-15 | 2014-04-04 | $5,344 | $267 | $5,077 | $5,077 |
| Capital Gains Dividends | P | $63 | $63 | $63 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,374 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $195,411 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.023028 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,086 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $173,306 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040887 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,343 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $164,137 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063014 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,974 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $141,296 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042280 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,461 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $121,440 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036734 | DistributionYr5Rt |
| Total Distribution | 0.205943 | TotalDistributionRt |
| Average Distribution | 0.041189 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $268,707 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,068 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $153 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,221 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,161 | 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 | $153 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $153 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $153 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $410 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $410 | TotalPaymentsAndCreditsAmt |
| Overpayment | $257 | OverpaymentAmt |
| Applied To ES Tax | $257 | 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 |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | 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 |
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 | $264,148 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,651 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $272,799 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $272,799 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,092 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $268,707 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,435 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,435 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $153 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $153 | TotalTaxAmt |
| Distributable Before Adj | $13,282 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,282 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,282 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,161 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,161 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $153 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,008 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,282 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,972 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,161 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,972 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,189 | 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 | $10,093 | 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Deerfield Valley Community Cares | |||||
| PO Box 5 | Wilmington | VT | 05363 | General fund | $1,000 |
| Families First-Wilmington Office | |||||
| 34 E Main St PO Box 939 | Wilmington | VT | 05363 | General support | $2,000 |
| Marlboro College | |||||
| 2582 South Road | Marlboro | VT | 05344 | General support | $500 |
| Maya Educational Foundation | |||||
| PO Box 1483 | Wellfleet | MA | 02667 | General support | $500 |
| Vermont Independent Media Inc | |||||
| 139 Main Street | Brattleboro | VT | 05301 | General purpose | $100 |
| Web Dubois National Historic Site | |||||
| PO Box 611 | Great Barrington | MA | 01230 | General support | $3,000 |
| Westgate Housing Inc | |||||
| 50 Westgate Drive | Brattleboro | VT | 05301 | General support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,338 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,820 | 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 | $11,158 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,158 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Not applicable other than by providing funds for such purposes. |
| 8 | Not applicable other than by providing funds for such purposes. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Michael Singer | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 682 | AddressLine1Txt |
| City | Wilminton | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 053630682 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $59,239 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 300 shs Colgate Palmolive Co | $21,179 | 2014-12-29 |
| 1 | 750 shs Service Corp Int'l | $17,407 | 2014-12-29 |
| 1 | 200 shs Smucker JM Co | $20,653 | 2014-12-29 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Energy Transfer Partners | $8,874 | $10,033 |
| SLM Corp Med Term Notes | $5,050 | $5,238 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AGL Resources Inc | $5,018 | $6,814 |
| Altria Group Inc | $1,979 | $4,434 |
| Apple Inc | $3,748 | $17,109 |
| AT&T Inc | $6,292 | $5,039 |
| Cognizant Tech Solutions Corp | $1,441 | $2,633 |
| Colgate Palmolive Co | $26,386 | $28,368 |
| Costco Wholesale Corp | $2,584 | $5,670 |
| CSX Corporation | $2,912 | $6,884 |
| CVS Caremark Corp | $3,283 | $7,705 |
| General Electric Co | $3,575 | $3,032 |
| Genworth Financial Inc Cl A | $17,041 | $9,733 |
| Gilead Sciences Inc | $1,950 | $9,897 |
| Johnson & Johnson | $5,519 | $9,411 |
| Lorillard Inc | $3,262 | $8,182 |
| McDonalds Corp | $3,248 | $4,217 |
| Microsoft Corp | $5,906 | $7,897 |
| National Oilwell Varco Inc | $4,302 | $4,259 |
| Novartis AG Spon ADR | $4,314 | $6,950 |
| Philip Morris Int'l Inc | $4,508 | $7,331 |
| Procter & Gamble Co | $2,974 | $4,099 |
| Prudential Financial Inc | $3,211 | $4,975 |
| Southwestn Energy Co | $2,396 | $1,637 |
| Thermo Fisher Scientific Inc | $3,284 | $8,770 |
| Travelers Cos Inc | $4,081 | $8,997 |
| UnitedHealth Group Inc | $2,562 | $5,055 |
| VF Corp | $2,509 | $7,490 |
| Williams Cos Inc (Del) | $4,103 | $8,314 |
| Yum! Brands Inc | $2,728 | $5,464 |
| Allergan Inc | $2,743 | $6,803 |
| Occidental Petroleum Corp | $3,235 | $3,224 |
| AstraZeneca PLC Spon ADR | $5,040 | $4,927 |
| California Resources Corp | $117 | $88 |
| $2,193 | $2,123 | |
| Home Depot | $4,785 | $6,298 |
| Kinder Morgan | $1,761 | $1,904 |
| New Media Invt Group Inc | $172 | $331 |
| New Senior Invt REIT | $577 | $526 |
| NorthStar Asset Mgmt Group | $2,554 | $3,498 |
| NorthStar Realty Fin Corp | $2,235 | $2,725 |
| Service Corp Intl | $17,408 | $17,025 |
| Smucker JM Co New | $20,653 | $20,196 |
| TICC Capital Corp | $2,971 | $2,244 |
| Amgen Inc | $7,159 | $9,557 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Tortoise Energy Capital Corp | AT COST | $10,090 | $13,569 |
| Warrants-Bank of America | AT COST | $1,049 | $739 |
| KKR Financial Holdings | AT COST | $4,065 | $4,164 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Davidson Dawson & Clark LLP | CategoryTxt |
| Legal Fees | $4,061 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,061 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS fees | Desc |
| Revenue And Expenses Per Books | $14 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS Investment account fees | CategoryTxt |
| Amt | $2,351 | Amt |
| Net Investment Income | $2,351 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Singer | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US Treasury-excise taxes 2013 | $408 | $0 | $0 |
| US Treasury-excise taxes 2014 | $410 | $0 | $0 |
| Foreign taxes paid | $31 | $31 | $0 |