2024-05-14T17:26:39-07:00 2023-12-31 042511474 Lombardi Clairmont & Keegan CPAs 35 Pearl Street Pittsfield MA 01201 990PF 2023-01-01 046049419 SOUTH MOUNTAIN ASSOCIATION SOUT 4134422106 PO BOX 23 PITTSFIELD MA 01202 ANN GALT Treasurer 2024-05-14 true ANN GALT 999009999 true RICHARD A LOMBARDI P00225243 4134993733 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 6643012 X 479855 50834 50834 50834 141531 141531 141531 22765 22765 22765 22765 -140235 171375 77437 632187 215130 215130 54168 5417 5417 48576 11936 1194 1194 10742 4500 225 225 4275 7392 782 432 3885 170464 170464 248460 7618 7268 237942 25000 25000 273460 7618 7268 262942 358727 207512 207862 86325 66551 66551 310630 564577 564577 99889 538082 537767 2201317 1989218 4723997 619513 520000 434599 2599 619 26350 289171 289171 289171 289171 3609444 3968218 6643012 1269 1316 1269 1316 X 3608175 3966902 3608175 3966902 3609444 3968218 3608175 358727 3966902 3966902 PUBLICLY TRADED SECURITIES P 2020-01-01 2022-12-31 169149 311610 -142461 -142461 CAPITAL GAINS DISTRIBUTIONS P 2000-01-01 2023-12-31 2226 2226 2226 -140235 2884 2884 2884 2600 2600 284 0 false false false false false false false true true MA true true false false false true N/A LOU STEIGLER 4134422106 75 SOUTH CHURCH STREET PITTSFIELD MA 01201 false false false false false false false false false false false false false false false false false false false false false false ELIZABETH BARBOUR 869 OLD NORTH ROAD WORTHINGTON MA 01098 CLERK 1.00 0 WILLIAM BARTZ 88 Pinecrest Dr DALTON MA 01226 President 2.00 0 JASON M KITTLER 10 BALLARD ST PITTSFIELD MA 01201 Director 1.00 0 ERIC MARTIN PO BOX 157 MONTEREY MA 01245 Director 1.00 0 ANNE MARCURE 530 CLUBHOUSE DR LAKE WALES FL 33898 Director 1.00 0 LEONARD COHEN 66 BROOKSIDE DRIVE PITTSFIELD MA 01201 Director 1.00 0 ANN GALT 12 KENILWORTH STREET PITTSFIELD MA 01201 Treasurer 3.00 0 PAMELA GILES 218 BLUE HILL ROAD GREAT BARRINGTON MA 01230 Director 1.00 0 SCOTT ELDRIDGE 100 COMMONWEALTH AVE PITTSFIELD MA 01201 Director 1.00 0 HOLLY GOODRICH PO BOX 195 LANESBOROUGH MA 01237 Director 1.00 0 ROGER MULLEN 5 WESTVIEW CIRCLE PITTSFIELD MA 01201 Vice President 1.00 0 JOHN MURPHY 120 POLLOCK AVENUE PITTSFIELD MA 01201 Director 1.00 0 DAVID HARDING 16 BAVER DRIVE PITTSFIELD MA 01201 Director 1.00 0 SUSAN NOYES 493 STRATTON ROAD WILLIAMSTOWN MA 01267 Director 1.00 0 CLINTON WHITTEMORE 39 WHITTEMORE WAY CHATHAM NY 12037 Director 1.00 0 LOU R STEIGLER 15 DELANCY AVENUE PITTSFIELD MA 01201 Executive Direc 20.00 54168 11936 NONE NONE CONDUCT MUSICAL PERFORMANCES FOR THE COMMUNITY 106823 AWARD SCHOLARSHIPS TO LOCAL STUDENTS OR RESIDENTS PURSUING A CAREER IN MUSIC 25000 5587981 817656 289171 6694808 0 6694808 100422 6594386 329719 X 262942 262942 1943-02-17 X 207862 183543 174181 162138 727724 176683 156012 148054 137817 618566 262942 246462 226417 106748 842569 262942 246462 226417 106748 842569 219813 206582 216095 188097 830587 LOU STEIGLER PO BOX 23 PITTSFIELD MA 01202 4134422106 APPLICATIONS SHOULD BE SUBMITTED ON STANDARDIZED FORMS, INCLUDING ESSAYS ON THE APPLICANT'S REASONS FOR PURSUING A CAREER IN MUSIC, AND AN AUDIO TAPE OF THE STUDENT'S MUSICAL TALENTS. MAY 1ST OF EACH YEAR APPLICANTS MUST BE RESIDENTS OF OR STUDENTS IN BERKSHIRE COUNTY PURSUING A CAREER IN MUSIC. KATHERINE RUMIN PO BOX 1682 STOCKBRIDGE MA 01262 NONE I FURTHERING EDUCATION 6000 GIVENS DEXTRA 88 PLUNKETT STREET PITTSFIELD MA 01201 NONE I FURTHERING EDUCATION 10000 LEILA PAREDES 11 MONTGOMERY AVENUE PITTSFIELD MA 01201 NONE I FURTHERING EDUCATION 9000 25000 NON-SUBSCRIPTION TICKETS 41362 SUBSCRIPTIONS 36075 14 50834 14 141531 16 22765 18 -140235 74895 77437 152332 false false false false false false false false false false X X 1 LOU H WILLEKE TRUST UW C/O BANK OF AMERICA 1 MONARCH SPRINGFIELD MA 01144 102074 X 2 MARGARET WAGGONER ESTATE 54 FULLER ROAD WILLIAMSBURG MA 01096 370000 X ACCOUNTING FEES 4500 225 225 4275 150,000 CITIGROUP BOND 3.0% DUE 3-27-35 150000 114267 100,000 CITIGROUP BOND 3.0% DUE 2-26-37 100000 73135 100,000 CITIGROUP BOND 3.0% DUE 4-20-28 150000 130053 120,000 WELLS FARGO NOTE 2.5% 120000 117144 1,936 ADAMS DIVERSIFIED EQUITY FUND 20222 34287 1,000 AGILENT TECH, INC 11771 139030 1,800 BANK OF NEW YORK MELLON FINANCIAL 16786 93690 2,650 AT&T 17278 44467 500 BP PLC 21678 17700 2,000 BRISTOL MYERS SQUIBB 27064 102620 1,000 WALT DISNEY COMPANY 33855 90290 1,200 EXXON MOBIL 18522 119976 4,000 HEWLETT PACKARD ENTERPRISE 5647 67920 1,000 HONEYWELL INTERNATIONAL 40861 209710 1,600 IBM 58422 261680 2,000 ISHARES DOW JONES SELECT 82706 234440 3,000 JOHNSON & JOHNSON 90222 470220 1,000 MERCK & CO 59605 109020 1,000 NORDSTROM 19380 18450 3,000 PFIZER 50436 86370 2,000 PROCTER & GAMBLE 115742 293080 2,000 RPM INTERNATIONAL 34504 223260 4,000 VERIZON 109495 150800 4,049 WALGREEN COMPANY 18699 105719 2,000 WILLIAMS SONOMA 27108 403560 500 ZIMMER HOLDINGS 35450 60850 750 PHILLIPS 66 16610 99855 3,000 INTEL 105280 150750 500 KEYSIGHTS TECHNOLOGY INC 4489 79545 120 CHEMOURS 724 3785 4,000 HP 8610 120360 500 CISCO SYSTEMS 16211 25260 500 EATON CORP 40231 120410 2,347 CAPITAL ONE FINANCIAL 60005 43302 2,349 CITIZENS FINANCIAL GROUP 60014 46675 256 CORVENTA INC 2320 12268 256 DOW INC 4531 14039 256 DUPONT DENEMOURS 6658 19694 2,000 AT&T PFD 50079 41980 4,000 BANK OF AMERICA PFD 100631 79860 2,000 PRUDENTIAL PFD 51148 38680 5,337 SOUTHERN COMPANY PFD 136861 112086 372 VIATRIS 2765 4029 2,000 US BANCORP PFD 48766 33160 1,120 WB BERKLEY PFD 29114 26365 4,000 WELLS FARGO PFD 101676 80200 740 COMCAST CORP NEW 40080 32449 100 ILLUMINA INC 41197 13924 320 KYNDRYL HOLDINGS 2561 6650 100 LOCKHEED MARTIN CORP 39163 45324 75 ORGANON 1885 1082 2,000 MDC RESOURCES GROUP 39683 39600 500 SIEMENS AG-ADR 38882 54253 641 WARNER BROS DISCOVERY 5301 7295 50 ZIMVIE INC 834 888 500 KNIFE RIV HLDG CORP 17456 33090 538082 537767 1,000 ENTERPRISE PRODUCTS PARTNERSHIP AT COST 619 26350 Buildings 212821 Improvements 212821 212821 76350 Land 76350 76350 ADVERTISING 11065 11065 ARTISTS' FEES 79000 79000 AUTO EXPENSE 62 62 CONCERT HALL 13275 13275 GROUNDS 29570 29570 MISCELLANEOUS 648 648 MUSICAL EQUIPMENT 4525 4525 OFFICE EXPENSE 9947 9947 POLICE 10058 10058 PRINTING AND POSTAGE 8118 8118 RECEPTIONS 421 421 SECRETARIAL 500 500 TELEPHONE 3275 3275 NON-SUBSCRIPTION TICKETS 41362 SUBSCRIPTIONS 36075 PAYROLL TAXES PAYABLE 1269 1316 FOREIGN TAXES 350 350 INCOME TAXES 2725 PAYROLL TAXES 4317 432 432 3885