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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-23T13:36:16-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HENRY | PersonFirstNm |
| Person Last | BERTOLON JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A BARTUCCA | PreparerPersonNm |
| PTIN | P00028672 | PTIN |
| Phone | 6179129000 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,239,755 | 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 | $2,444,487 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $46,619 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,619 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $358,617 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $499,849 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $475,513 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,849,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $522,132 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,035 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,035 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $583,405 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $583,405 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $641,440 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $583,405 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,208,283 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $522,132 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $389,081 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $249,781 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $249,781 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,825,560 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,159,973 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,989,974 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,214,641 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,409,754 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,239,755 | 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 | $2,214,641 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,409,754 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,214,641 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,409,754 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,214,641 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,409,754 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,214,641 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,208,283 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,422,924 | SubtotalAmt |
| Other Decreases | $13,170 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,409,754 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 2160 SHARES OF APPLE STOCK | 2008-01-25 | 2021-07-20 | $317,178 | $15,442 | $301,736 | $301,736 |
| 708 SHARES OF APPLE STOCK | 2009-05-29 | 2021-07-20 | $103,964 | $5,062 | $98,902 | $98,902 |
| 12 SHARES OF APPLE STOCK | 2009-05-29 | 2021-07-20 | $1,762 | $86 | $1,676 | $1,676 |
| 524 SHARES OF APPPLE STOCK | 2009-07-28 | 2021-07-20 | $76,945 | $3,746 | $73,199 | $73,199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $475,513 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,258 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,258 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,769 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,769 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,511 | OverpaymentAmt |
| Applied To ES Tax | $7,511 | 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 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA BERTOLON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 DODGE STREET | AddressLine1Txt |
| City | BEVERLY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $50,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $7,150,647 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,040 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,316,687 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,316,687 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,750 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,206,937 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $360,347 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $360,347 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,258 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,258 | TotalTaxAmt |
| Distributable Before Adj | $353,089 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $353,089 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $353,089 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $583,405 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $583,405 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $353,089 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $48,740 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $89,559 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $468,085 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $442,804 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,049,188 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $583,405 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $353,089 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $230,316 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,279,504 | 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 | $48,740 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,230,764 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $89,559 | ExcessFromYear4Amt |
| Excess From Year3 | $468,085 | ExcessFromYear3Amt |
| Excess From Year2 | $442,804 | ExcessFromYear2Amt |
| Excess From Current Year | $230,316 | ExcessFromCurrentYearAmt |
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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BEVERLY BOOTSTRAPS COMMUNITY SERVICES | ||||||||
| 371 CABOT STREET | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | FOOD PANTRY; CAPITAL CAMPAIGN | $2,500 | |
| BEVERLY CHILDRENS LEARNING CENTER | ||||||||
| 550 CABOT ST | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 | |
| 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 | |
| CHANGE IN SIMPLE | ||||||||
| 100 CUMMINGS CENTER SUITE 227Q | BEVERLY | MA | 01915 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $1,000 | |
| DENNIS MEMORIAL LIBRARY | ||||||||
| 1020 OLD BASS RIVER ROAD | DENNIS | MA | 02638 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $100 | |
| ESSEX COUNTY COMMUNITY FOUNDATION | ||||||||
| 175 ANDOVER STREET SUITE 101 | DANVERS | MA | 01923 | NONE | PUBLIC CHARITY | SUPPORT LOCAL PHILANTHROPY TO STRENGTHEN NONPROFIT ORGANIZATIONS IN ESSEX COUNTY | $1,000 | |
| GIRL SCOUT TROOP 233 | ||||||||
| 420 BOYLSTON STREET SUITE 505 | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $1,500 | |
| JACOB SEARS MEMORIAL LIBRARY | ||||||||
| 23 CENTER ST | EAST DENNIS | MA | 02641 | NONE | LIBRARY | GENERAL OPERATING SUPPORT | $500 | |
| MONTSERRAT COLLEGE OF ART | ||||||||
| 23 ESSEX ST | BEVERLY | MA | 01915 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $2,000 | |
| NORTH SHORE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 1 FERNCROFT ROAD | DANVERS | MA | 01923 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $545,640 | |
| PLUMMER YOUTH PROMISE | ||||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 | |
| ROOTS NS INC | ||||||||
| SHETLAND PARK 35 CONGRESS STREET | SALEM | MA | 01970 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $1,000 | STE 2350 |
| SALEM STATE UNIVERSITY | ||||||||
| 352 LAFAYETTE STREET | SALEM | MA | 019705353 | NONE | PUBLIC UNIVERSITY | GENERAL OPERATING SUPPORT | $10,000 | |
| SECOND CONGREGATIONAL CHURCH | ||||||||
| 35 CONANT STREET | BEVERLY | MA | 01915 | NONE | CHURCH | SUPPORT CHURCH AND ITS MISSIONS | $7,000 | |
| SMILE TRAIN | ||||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $1,000 | |
| THE TRUSTEES OF RESERVATIONS | ||||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $165 | |
| THE WOMAN'S FUND OF ESSEX COUNTY | ||||||||
| 175 ANDOVER STREET | DANVERS | MA | 01923 | NONE | PUBLIC CHARITY | PROVIDE SUPPORT FOR WOMEN AND GIRLS IN NEED | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $583,405 | 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 | $46,619 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $358,617 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $405,236 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $405,236 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| HENRY DONNA BERTOLON | |||||||
| 1 | 245 DODGE STREET | BEVERLY | MA | 01915 | $608,720 | Yes (X) | Yes (X) |
| HENRY DONNA BERTOLON | |||||||
| 2 | 245 DODGE STREET | BEVERLY | MA | 01915 | $589,957 | Yes (X) | Yes (X) |
| HENRY DONNA BERTOLON | |||||||
| 3 | 245 DODGE STREET | BEVERLY | MA | 01915 | $650,700 | Yes (X) | Yes (X) |
| HENRY DONNA BERTOLON | |||||||
| 4 | 245 DODGE STREET | BEVERLY | MA | 01915 | $418,980 | Yes (X) | Yes (X) |
| HENRY DONNA BERTOLON | |||||||
| 5 | 245 DODGE STREET | BEVERLY | MA | 01915 | $176,130 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,000 SHARES OF ADOBE SYSTEMS STOCK | $608,720 | 2022-07-20 |
| 2 | 225 SHARES OF ALPHABET INC CAP STOCK | $589,957 | 2022-07-20 |
| 3 | 2,000 SHARES OF HOME DEPOT STOCK | $650,700 | 2022-07-20 |
| 4 | 1,500 SHARES OF MICROSOFT CORP STOCK | $418,980 | 2022-07-20 |
| 5 | 1,500 SHARES OF STARBUCKS CORP STOCK | $176,130 | 2022-07-20 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE ON DISBURSMENTS | Desc |
| Amt | $13,170 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA FORM PC | $35 | $0 | $0 |
| FEDERAL EXTENSION | $8,000 | $0 | $0 |
Comments