BERTOLON FAMILY FOUNDATION TR: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BERTOLON FAMILY FOUNDATION TR (EIN 04-6917944)
Tax period
2021-01-01 to 2021-12-31
Filed
2023-05-23
IRS object ID
202311439349100221
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2023-05-23T13:36:16-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line180 CITY SQUAREAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02129ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046917944EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BERTOLON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBERTBusinessNameControlTxt
Phone6179129000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line180 CITY SQUAREAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02129ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHENRY BERTOLON JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6179129000PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHENRYPersonFirstNm
Person LastBERTOLON JRPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL A BARTUCCAPreparerPersonNm
PTINP00028672PTIN
Phone6179129000PhoneNum
Preparation2023-05-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,239,755FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,444,487ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$46,619DividendsRevAndExpnssAmt
Dividends Net Invst Incm$46,619DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$358,617NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$499,849GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$475,513CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,849,723TotalRevAndExpnssAmt
Total Net Invst Incm$522,132TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$50,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,035OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$58,035TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$583,405ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$583,405ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$641,440TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$583,405TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,208,283ExcessRevenueOverExpensesAmt
Net Investment Income$522,132NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$389,081SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$249,781SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$249,781SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,825,560CorporateStockBOYAmt
Corporate Stock EOY$4,159,973CorporateStockEOYAmt
Corporate Stock EOYFMV$9,989,974CorporateStockEOYFMVAmt
Total Assets BOY$2,214,641TotalAssetsBOYAmt
Total Assets EOY$4,409,754TotalAssetsEOYAmt
Total Assets EOYFMV$10,239,755TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,214,641RetainedEarningBOYAmt
Retained Earning EOY$4,409,754RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,214,641TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,409,754TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,214,641TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,409,754TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,214,641TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,208,283ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,422,924SubtotalAmt
Other Decreases$13,170OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,409,754TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2160 SHARES OF APPLE STOCK2008-01-252021-07-20$317,178$15,442$301,736$301,736
708 SHARES OF APPLE STOCK2009-05-292021-07-20$103,964$5,062$98,902$98,902
12 SHARES OF APPLE STOCK2009-05-292021-07-20$1,762$86$1,676$1,676
524 SHARES OF APPPLE STOCK2009-07-282021-07-20$76,945$3,746$73,199$73,199
FieldValueIRS element (for citing)
Capital Gain Net Income$475,513CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,258InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,258SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,258TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,769EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$8,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$14,769TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$7,511OverpaymentAmt
Applied To ES Tax$7,511AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHAEL A BARTUCCAIndividualWithBooksNm
Phone6179129000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line180 CITY SQUAREAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02129ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HENRY J BERTOLON JR
245 DODGE STREETBEVERLYMA01915TRUSTEE1.00$0$0$0
DONNA BERTOLON
245 DODGE STREETBEVERLYMA01915TRUSTEE1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonDONNA BERTOLONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 DODGE STREETAddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd
FieldValueIRS element (for citing)
TitleOFFICERTitleTxt
Average Hrs Per Wk Devoted To Pos10.00AverageHrsPerWkDevotedToPosRt
Compensation$50,000CompensationAmt
Employee Benefits$0EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,150,647AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$166,040AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,316,687TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,316,687AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$109,750CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,206,937NetVlNoncharitableAssetsAmt
Minimum Investment Return$360,347MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$360,347MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,258TaxBasedOnInvestmentIncomeAmt
Total Tax$7,258TotalTaxAmt
Distributable Before Adj$353,089DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$353,089DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$353,089DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$583,405ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$583,405QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$353,089DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$48,740ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$89,559ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$468,085ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$442,804ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,049,188TotalExcessDistributionCyovAmt
Qualifying Distributions$583,405QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$353,089AppliedToCurrentYearAmt
Remaining Distri From Corpus$230,316RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,279,504TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$48,740ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,230,764ExcessDistriCyovToNextYrAmt
Excess From Year4$89,559ExcessFromYear4Amt
Excess From Year3$468,085ExcessFromYear3Amt
Excess From Year2$442,804ExcessFromYear2Amt
Excess From Current Year$230,316ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHENRY J BERTOLON JRContributingManagerNm
Contributing ManagerDONNA BERTOLONContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHENRY J BERTOLON JR CO MICHAEL A BARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line180 CITY SQUAREAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02129ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6179129000RecipientPhoneNum
Form And Info And MaterialsTO BE DETERMINEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BEVERLY BOOTSTRAPS COMMUNITY SERVICES
371 CABOT STREETBEVERLYMA01915NONEPUBLIC CHARITYFOOD PANTRY; CAPITAL CAMPAIGN$2,500
BEVERLY CHILDRENS LEARNING CENTER
550 CABOT STBEVERLYMA01915NONEPUBLIC CHARITYGENERAL OPERATING SUPPORT$1,000
CAPE ABILITIES
895 MARY DUNN ROADHYANNISMA02601NONEPUBLIC CHARITYGENERAL OPERATING SUPPORT$1,000
CAPE COD HEALTHCARE FOUNDATION
PO BOX 370HYANNISMA02601NONEPUBLIC CHARITYPRESERVE HIGH STANDARDS OF HEALTHCARE EXCELLENCE ON CAPE COD$5,000
CHANGE IN SIMPLE
100 CUMMINGS CENTER SUITE 227QBEVERLYMA01915NONENON-PROFIT ORGANIZATGENERAL OPERATING SUPPORT$1,000
DENNIS MEMORIAL LIBRARY
1020 OLD BASS RIVER ROADDENNISMA02638NONENON-PROFIT ORGANIZATGENERAL OPERATING SUPPORT$100
ESSEX COUNTY COMMUNITY FOUNDATION
175 ANDOVER STREET SUITE 101DANVERSMA01923NONEPUBLIC CHARITYSUPPORT LOCAL PHILANTHROPY TO STRENGTHEN NONPROFIT ORGANIZATIONS IN ESSEX COUNTY$1,000
GIRL SCOUT TROOP 233
420 BOYLSTON STREET SUITE 505BOSTONMA02116NONEPUBLIC CHARITYGENERAL OPERATING SUPPORT$1,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242NONENON-PROFIT ORGANIZATGENERAL OPERATING SUPPORT$1,500
JACOB SEARS MEMORIAL LIBRARY
23 CENTER STEAST DENNISMA02641NONELIBRARYGENERAL OPERATING SUPPORT$500
MONTSERRAT COLLEGE OF ART
23 ESSEX STBEVERLYMA01915NONENON-PROFIT ORGANIZATGENERAL OPERATING SUPPORT$2,000
NORTH SHORE COMMUNITY COLLEGE FOUNDATION
1 FERNCROFT ROADDANVERSMA01923NONENON-PROFIT ORGANIZATGENERAL OPERATING SUPPORT$545,640
PLUMMER YOUTH PROMISE
37 WINTER ISLAND ROADSALEMMA01970NONEPUBLIC CHARITYGENERAL OPERATING SUPPORT$1,000
ROOTS NS INC
SHETLAND PARK 35 CONGRESS STREETSALEMMA01970NONENON-PROFIT ORGANIZATGENERAL OPERATING SUPPORT$1,000STE 2350
SALEM STATE UNIVERSITY
352 LAFAYETTE STREETSALEMMA019705353NONEPUBLIC UNIVERSITYGENERAL OPERATING SUPPORT$10,000
SECOND CONGREGATIONAL CHURCH
35 CONANT STREETBEVERLYMA01915NONECHURCHSUPPORT CHURCH AND ITS MISSIONS$7,000
SMILE TRAIN
633 THIRD AVENEW YORKNY10017NONENON-PROFIT ORGANIZATGENERAL OPERATING SUPPORT$1,000
THE TRUSTEES OF RESERVATIONS
200 HIGH STREETBOSTONMA02110NONEPUBLIC CHARITYGENERAL OPERATING SUPPORT$165
THE WOMAN'S FUND OF ESSEX COUNTY
175 ANDOVER STREETDANVERSMA01923NONEPUBLIC CHARITYPROVIDE SUPPORT FOR WOMEN AND GIRLS IN NEED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$583,405TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46,619ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$358,617ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$405,236ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$405,236TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
HENRY DONNA BERTOLON
1245 DODGE STREETBEVERLYMA01915$608,720Yes (X)Yes (X)
HENRY DONNA BERTOLON
2245 DODGE STREETBEVERLYMA01915$589,957Yes (X)Yes (X)
HENRY DONNA BERTOLON
3245 DODGE STREETBEVERLYMA01915$650,700Yes (X)Yes (X)
HENRY DONNA BERTOLON
4245 DODGE STREETBEVERLYMA01915$418,980Yes (X)Yes (X)
HENRY DONNA BERTOLON
5245 DODGE STREETBEVERLYMA01915$176,130Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11,000 SHARES OF ADOBE SYSTEMS STOCK$608,7202022-07-20
2225 SHARES OF ALPHABET INC CAP STOCK$589,9572022-07-20
32,000 SHARES OF HOME DEPOT STOCK$650,7002022-07-20
41,500 SHARES OF MICROSOFT CORP STOCK$418,9802022-07-20
51,500 SHARES OF STARBUCKS CORP STOCK$176,1302022-07-20

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
40,896 SHARES OF APPLE INC. COMMON STOCK$1,715,486$7,261,903
1,000 SHARES OF ADOBE SYSTEMS INC COMMON STOCK$608,720$567,060
4,500 SHARES OF ALPHABET INC CAP STK CL COMMON STOCK$589,957$651,056
2,000 SHARES OF HOME DEPOT INC COMMON STOCK$650,700$830,020
1,500 SHARES OF MICROSOFT CORP COMMON STOCK$418,980$504,480
1,500 SHARES OF STARBUCKS CORP COMMON STOCK$176,130$175,455

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCE ON DISBURSMENTSDesc
Amt$13,170Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MA FORM PC$35$0$0
FEDERAL EXTENSION$8,000$0$0

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