BERTOLON FAMILY FOUNDATION TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BERTOLON FAMILY FOUNDATION TR (EIN 04-6917944)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-16
- IRS object ID
- 202403219349101000
- Schema version
- 2023v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-16T08:33:54-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046917944 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERTOLON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERT | BusinessNameControlTxt |
| Phone | 6179129000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY BERTOLON JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6179129000 | PhoneNum |
| Signature | 2024-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSE FUSARO | PreparerPersonNm |
| PTIN | P02047939 | PTIN |
| Phone | 6179129000 | PhoneNum |
| Preparation | 2024-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,678,231 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $115,737 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,737 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,232,487 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,647,387 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,575,896 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,348,224 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,691,633 | 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 | $3,365 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $535 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,900 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $289,326 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $289,326 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $293,226 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $289,326 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,054,998 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,691,633 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $368,582 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,838,480 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,838,480 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,375,123 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,960,223 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,839,752 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,743,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,798,702 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,678,231 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $3,743,704 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,798,702 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,743,704 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,798,702 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,743,704 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,798,702 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,743,704 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,054,998 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,798,702 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,798,702 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 652 SHARES OF APPLE INC | 2009-07-28 | 2023-05-04 | $107,410 | $4,661 | $102,749 | $102,749 |
| 184 SHARES OF APPLE INC | 2009-07-28 | 2023-05-04 | $30,312 | $1,315 | $28,997 | $28,997 |
| 112 SHARES OF APPLE INC | 2009-07-28 | 2023-05-04 | $18,451 | $801 | $17,650 | $17,650 |
| 104 SHARES OF APPLE INC | 2009-07-28 | 2023-05-04 | $17,133 | $744 | $16,389 | $16,389 |
| 672 SHARES OF APPLE INC | 2009-12-02 | 2023-05-04 | $110,704 | $4,804 | $105,900 | $105,900 |
| 2,800 SHARES OF APPLE INC | 2010-03-03 | 2023-05-04 | $461,268 | $20,017 | $441,251 | $441,251 |
| 3,500 SHARES OF APPLE INC | 2010-03-05 | 2023-05-04 | $576,585 | $25,022 | $551,563 | $551,563 |
| 1,976 SHARES OF APPLE INC | 2010-03-05 | 2023-05-04 | $325,524 | $14,127 | $311,397 | $311,397 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,575,896 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,514 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,514 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,514 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,713 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $36,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $41,713 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,199 | OverpaymentAmt |
| Applied To ES Tax | $18,199 | 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 | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL A BARTUCCA | IndividualWithBooksNm |
| Phone | 6179129000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| HENRY J BERTOLON JR | ||||||||
| 245 DODGE STREET | BEVERLY | MA | 01915 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DONNA BERTOLON | ||||||||
| 245 DODGE STREET | BEVERLY | MA | 01915 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,540,532 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,263,305 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,803,837 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,803,837 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $132,058 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,671,779 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $433,589 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $433,589 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,514 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,514 | TotalTaxAmt |
| Distributable Before Adj | $410,075 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $410,075 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $410,075 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $289,326 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $289,326 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $410,075 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $453,407 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $442,804 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $230,316 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,126,527 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $289,326 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $289,326 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $120,749 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $120,749 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,005,778 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $332,658 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $673,120 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $442,804 | ExcessFromYear4Amt |
| Excess From Year2 | $230,316 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HENRY J BERTOLON JR | ContributingManagerNm |
| Contributing Manager | DONNA BERTOLON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HENRY J BERTOLON JR CO MICHAEL A BA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6179129000 | RecipientPhoneNum |
| Form And Info And Materials | TO BE DETERMINED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 320 NEVADA STREET 201 | NEWTON | MA | 02460 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $250 |
| BEVERLY HOSPITAL | |||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| BOYS AND GIRL CLUB OF GREATER SALEM | |||||||
| 29 HIGHLAND AVE | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| CAPE ABILITIES | |||||||
| 895 MARY DUNN ROAD | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 |
| CAPE COD HEALTHCARE FOUNDATION | |||||||
| PO BOX 370 | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | PRESERVE HIGH STANDARDS OF HEALTHCARE EXCELLENCE ON CAPE COD | $5,000 |
| DENNIS MEMORIAL LIBRARY | |||||||
| 1020 OLD BASS RIVER ROAD | DENNIS | MA | 02638 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $100 |
| FRANCISCAN CHILDRENS | |||||||
| 30 WARREN STREET | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,000 |
| NORTH SHORE COMMUNITY COLLEGE FOUNDATION | |||||||
| 1 FERNCROFT ROAD | DANVERS | MA | 01923 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $250,000 |
| PINGREE SCHOOL | |||||||
| 537 HIGHLAND STREET | SOUTH HAMILTON | MA | 01982 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,500 |
| PLUMMER YOUTH PROMISE | |||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 |
| SECOND CONGREGATIONAL CHURCH | |||||||
| 35 CONANT STREET | BEVERLY | MA | 01915 | NONE | CHURCH | SUPPORT CHURCH AND ITS MISSIONS | $3,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $150 |
| ST ROCK HAITI FOUNDATION | |||||||
| 372 GRANITE AVE 1 | MILTON | MA | 02186 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $1,000 |
| SUSAN G KOMEN FOR THE CURE | |||||||
| 5005 LBJ FREEWAY SUITE 526 | DALLAS | TX | 75244 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $500 |
| THE CABOT PERFORMING ARTS CENTER | |||||||
| 286 CABOT STREET | BEVERLY | MA | 01915 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $10,000 |
| THE SALVATION ARMY | |||||||
| 50 ELLIOT STREET | BEVERLY | MA | 01915 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $1,000 |
| WELLSPRING HOUSE INC | |||||||
| 302 ESSEX AVENUE | GLOUCESTER | MA | 01930 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $500 |
| WGBH | |||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $126 |
| WINSLOW ANIMAL FARM SANCTUARY | |||||||
| 37 EDDY STREET | NORTON | MA | 02766 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $1,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $289,326 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,737 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,232,487 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,348,224 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,348,224 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 30,896 SHARES OF APPLE INC. COMMON STOCK | $1,300,586 | $5,948,407 |
| 4,500 SHARES OF ALPHABET INC CAP STK CL COMMON STOCK | $589,957 | $634,185 |
| 2,000 SHARES OF HOME DEPOT INC COMMON STOCK | $650,700 | $693,100 |
| 1,500 SHARES OF MICROSOFT CORP COMMON STOCK | $418,980 | $564,060 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $3,365 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MA FILING FEE | CategoryTxt |
| Amt | $535 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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