MICHAEL SINGER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL SINGER FOUNDATION (EIN 26-0830400)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-06
- IRS object ID
- 201421269349101002
- Schema version
- 2013v3.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-06T10:28:48-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 East 42nd Street 38th Floor | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10165 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Wilmington | City |
| State | VT | State |
| ZIP Code | 05363 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nancy Crawford | PersonNm |
| Person Title | Director /VP Treasurer | PersonTitleTxt |
| Phone | 8024642165 | PhoneNum |
| Signature | 2014-05-06 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $256,272 | 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 | $42,032 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,891 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,891 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,201 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,987 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,241 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $50,137 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,132 | 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 | $2,529 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,695 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,695 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $59 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $734 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,017 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,722 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,517 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,722 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,620 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,410 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$8 | CashBOYAmt |
| Cash EOY | -$10 | CashEOYAmt |
| Cash EOYFMV | -$10 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,396 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,432 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,432 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $117,602 | CorporateStockBOYAmt |
| Corporate Stock EOY | $157,967 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $222,966 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,987 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,947 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,949 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,860 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,860 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,935 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $145,837 | TotalAssetsBOYAmt |
| Total Assets EOY | $186,196 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $256,272 | 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 | $145,837 | RetainedEarningBOYAmt |
| Retained Earning EOY | $186,196 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $145,837 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $186,196 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $145,837 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $186,196 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $145,837 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,620 | ExcessRevenueOverExpensesAmt |
| Other Increases | $40 | OtherIncreasesAmt |
| Subtotal | $186,497 | SubtotalAmt |
| Other Decreases | $301 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $186,196 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 20 shs CVS Caremark Corp | P | 2007-10-22 | 2013-11-01 | $1,253 | $788 | $465 | $465 |
| 5 shs Goldman Sachs Group Inc | P | 2007-10-22 | 2013-02-28 | $756 | $1,117 | -$361 | -$361 |
| 5 shs Goldman Sachs Group Inc | P | 2007-10-22 | 2013-12-05 | $828 | $1,117 | -$289 | -$289 |
| 5 shs Lorillard Inc | P | 2008-07-01 | 2013-01-11 | $585 | $333 | $252 | $252 |
| 45 shs Lorillard Inc | P | 2008-07-01 | 2013-01-28 | $1,784 | $998 | $786 | $786 |
| 5 shs Lorillard Inc | P | 2010-03-05 | 2013-01-28 | $198 | $125 | $73 | $73 |
| 30 shs Lorillard Inc | P | 2010-03-05 | 2013-02-13 | $1,254 | $753 | $501 | $501 |
| 20 shs PG&E Corp | P | 2009-10-16 | 2013-12-27 | $806 | $843 | -$37 | -$37 |
| 20 shs PG&E Corp | P | 2009-10-20 | 2013-12-27 | $806 | $848 | -$42 | -$42 |
| 20 shs PG&E Corp | P | 2009-10-22 | 2013-12-27 | $806 | $843 | -$37 | -$37 |
| 30 shs Prudential Financial Inc | P | 2010-11-15 | 2013-05-31 | $2,104 | $1,637 | $467 | $467 |
| 5 shs Thermo Fisher Scientific | P | 2009-09-15 | 2013-01-30 | $351 | $229 | $122 | $122 |
| 200 shs SPDR Gold Trust | D | 2004-12-06 | 2013-12-27 | $23,456 | $9,115 | $14,341 | $14,341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,241 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,086 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $173,306 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040887 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,343 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $164,137 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063014 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,974 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $141,296 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042280 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,461 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $121,440 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036734 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,453 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $183,725 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.029680 | DistributionYr5Rt |
| Total Distribution | 0.212595 | TotalDistributionRt |
| Average Distribution | 0.042519 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $195,411 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,309 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $204 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,513 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $408 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $408 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $408 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $408 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Wilmington | City |
| State | VT | State |
| ZIP Code | 05363 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $193,133 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,254 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $198,387 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $198,387 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,976 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $195,411 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,771 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,771 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $408 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $408 | TotalTaxAmt |
| Distributable Before Adj | $9,363 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,363 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,363 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,363 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,109 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,109 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $391 | 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 | $8,972 | 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Deerfield Valley Community Cares | |||||
| PO Box 5 | Wilmington | VT | 05363 | General fund | $1,000 |
| Maya Educational Foundation | |||||
| PO Box 1483 | Wellfleet | MA | 02667 | General support | $500 |
| Web Dubois National Historic Site | |||||
| PO Box 611 | Great Barrington | MA | 01230 | General support | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,500 | 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 | $5,891 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,201 | 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 | $8,105 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,105 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Not applicable other than by providing funds for such purposes. |
| 8 | Not applicable other than by providing funds for such purposes. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Energy Transfer Partners | $8,874 | $10,536 |
| SLM Corp Med Term Notes | $5,073 | $5,413 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AGL Resources Inc | $5,018 | $5,904 |
| Altria Group Inc | $1,979 | $3,455 |
| Apple Inc | $4,232 | $14,026 |
| AT&T Inc | $12,584 | $10,548 |
| Cognizant Tech Solutions Corp | $1,441 | $2,525 |
| Colgate Palmolive Co | $5,854 | $7,825 |
| Costco Wholesale Corp | $2,584 | $4,761 |
| CSX Corporation | $2,912 | $5,466 |
| CVS Caremark Corp | $3,283 | $5,726 |
| General Electric Co | $3,575 | $3,364 |
| Genworth Financial Inc Cl A | $17,041 | $17,782 |
| Gilead Sciences Inc | $2,229 | $9,012 |
| Goldman Sachs Group Inc | $2,899 | $2,659 |
| Johnson & Johnson | $5,519 | $8,243 |
| Lorillard Inc | $3,639 | $7,349 |
| McDonalds Corp | $4,231 | $5,822 |
| Microsoft Corp | $2,139 | $2,619 |
| National Oilwell Varco Inc | $3,531 | $3,977 |
| Novartis AG Spon ADR | $4,314 | $6,029 |
| PG&E Corp | $2,534 | $2,417 |
| Philip Morris Int'l Inc | $4,508 | $7,842 |
| Procter & Gamble Co | $3,321 | $4,071 |
| Prudential Financial Inc | $3,211 | $5,072 |
| Southwestn Energy Co | $2,396 | $2,360 |
| Thermo Fisher Scientific Inc | $3,284 | $7,795 |
| Travelers Cos Inc | $4,081 | $7,696 |
| UnitedHealth Group Inc | $2,562 | $3,765 |
| VF Corp | $2,509 | $6,234 |
| Williams Cos Inc (Del) | $4,103 | $7,135 |
| Yum! Brands Inc | $2,728 | $5,671 |
| Allergan Inc | $5,143 | $6,665 |
| American Capital Agency Corp | $1,061 | $772 |
| Newcastle Investment Corp REITs | $1,016 | $1,119 |
| Occidental Petroleum Corp | $3,351 | $3,804 |
| SPDR Gold Trust | $23,155 | $23,456 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Tortoise Energy Capital Corp | AT COST | $9,811 | $13,256 |
| Warrants-Bank of America | AT COST | $1,049 | $679 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Davidson Dawson & Clark LLP | CategoryTxt |
| Legal Fees | $2,529 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unsettled trade 200 shs SPDR Gold Trust | Description |
| Amount | $301 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CSC fees | Desc |
| Revenue And Expenses Per Books | $734 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS Acct JG 08942 G3 non-div distributions | Desc |
| Revenue And Expenses Per Books | $13 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SLM Corp Med Term Notes amortization | Description |
| Amount | $40 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS Investment account fees | CategoryTxt |
| Amt | $1,695 | Amt |
| Net Investment Income | $1,695 | 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 | AddressLine1 |
| City | Wilmington | City |
| State | VT | State |
| ZIP Code | 05363 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US Treasury-excise taxes 2012 | $32 | $0 | $0 |
| Foreign taxes withheld | $27 | $27 | $0 |