BERTOLON FAMILY FOUNDATION TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BERTOLON FAMILY FOUNDATION TR (EIN 04-6917944)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202013179349101906
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T12:00:12-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J FLEURIEL JR | PreparerPersonNm |
| PTIN | P01061273 | PTIN |
| Phone | 6179129000 | PhoneNum |
| Preparation | 2020-10-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-06 | IPDt |
| IP Tm | 08:11:38 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BF01FC42A33EFD525B456BA00FBB0BAD987648B0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,641,060 | 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 |
| Interest On Sav Rev And Expnss | $49 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,125 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,125 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $88,107 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $582,860 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $431,516 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $129,281 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $472,690 | 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 | $4,094 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $1,393 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $893 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,487 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $893 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $570,995 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $570,995 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $577,482 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $893 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $571,495 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$448,201 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $471,797 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$2 | CashEOYAmt |
| Cash EOYFMV | -$2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $62,466 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,167 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,167 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,456,208 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,041,308 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,611,895 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,518,674 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,070,473 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,641,060 | 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 | $2,518,674 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,070,473 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,518,674 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,070,473 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,518,674 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,070,473 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,518,674 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$448,201 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,070,473 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,070,473 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 250 SHARES OF DISNEY WALT CO | 2019-11-08 | 2019-11-12 | $34,617 | $34,338 | $279 | $279 |
| 100 SHARES OF DISNEY WALT CO | 2019-11-12 | 2019-11-12 | $13,847 | $13,850 | -$3 | -$3 |
| 100 SHARES OF SQUARE INC CL A | 2019-11-04 | 2019-11-12 | $6,149 | $6,333 | -$184 | -$184 |
| 400 SHARES OF SQUARE INC CL A | 2019-11-04 | 2019-11-12 | $24,593 | $25,332 | -$739 | -$739 |
| 400 SHARES OF APPLE INC | 2008-01-25 | 2019-04-17 | $80,581 | $11,439 | $69,142 | $69,142 |
| 2,100 SHARES OF APPLE INC | 2008-01-25 | 2019-04-17 | $423,073 | $60,052 | $363,021 | $363,021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $431,516 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $478,290 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $204,104 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.343364 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $91,335 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $35,522 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.571223 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $82,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,709 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 7.680456 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $90,660 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,217 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 6.859348 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,685 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,942 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.039149 | DistributionYr5Rt |
| Total Distribution | 22.493540 | TotalDistributionRt |
| Average Distribution | 4.498708 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,762,533 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,427,829 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,718 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,432,547 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $571,495 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,436 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,436 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,436 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $564 | OverpaymentAmt |
| Applied To ES Tax | $564 | 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 | JAMES FLEURIEL JR | 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 | $2,677,424 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,178 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,804,602 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,804,602 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,069 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,762,533 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,127 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,436 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,436 | TotalTaxAmt |
| Distributable Before Adj | $128,691 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $128,691 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $128,691 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $571,495 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $571,495 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $571,495 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $128,691 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $65,588 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $89,999 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $81,715 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $89,559 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $468,085 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $794,946 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $571,495 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $128,691 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $442,804 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,237,750 | 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 | $65,588 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,172,162 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $89,999 | ExcessFromYear4Amt |
| Excess From Year3 | $81,715 | ExcessFromYear3Amt |
| Excess From Year2 | $89,559 | ExcessFromYear2Amt |
| Excess From Year1 | $468,085 | ExcessFromYear1Amt |
| Excess From Current Year | $442,804 | 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 JAMES FLEURI | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEVERLY BOOTSTRAPS COMMUNITY SERVICES | |||||||
| 371 CABOT STREET | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | FOOD PANTRY; CAPITAL CAMPAIGN | $2,500 |
| BEVERLY HOSPITAL | |||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | IMPROVE HEALTH & WELL BEING OF COMMUNITY | $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 | $7,000 |
| CAPE PLAYHOUSE | |||||||
| 820 MAIN STREET | DENNIS | MA | 02638 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 |
| CARE DIMENSIONS | |||||||
| 75 SYLVAN STREET SUITE B-102 | DANVERS | MA | 01923 | NONE | PUBLIC CHARITY | GRIEF SUPPORT SERVICES | $55,000 |
| CHANGE IS SIMPLE INC | |||||||
| 8 ENON STREET | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,500 |
| 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 |
| HARBORLIGHT COMMUNITY PARTNERS | |||||||
| 283 ELLIOT ST | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | PROVIDE HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIES AND INDIVIDUALS LIVING IN SOUTHERN ESSEX COUNTY, MASSACHUSETTS. | $1,000 |
| HEALING ABUSE WORKING FOR CHANGE (HAWC) | |||||||
| 27 CONGRESS STREET SUITE 204 | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 |
| NORTH SHORE COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 1 FERNCROFT ROAD PO BOX 3340 | DANVERS | MA | 019230840 | NONE | PUBLIC COLLEGE | GENERAL OPERATING SUPPORT | $454,360 |
| PINGREE SCHOOL | |||||||
| 537 HIGHLAND STREET | SOUTH HAMILTON | MA | 01982 | NONE | PRIVATE SCHOOL | GENERAL OPERATING SUPPORT | $5,000 |
| PLUMMER YOUTH PROMISE | |||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 |
| 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 | $7,100 |
| ST BONAVENTURE PARISH FUND FOR NEEDY | |||||||
| 803 STATE ROAD PO BOX 996 | MANOMET | MA | 023450996 | NONE | CHURCH | GENERAL OPERATING SUPPORT | $200 |
| THE BEVERLY CHILDREN'S LEARNING CENTER | |||||||
| 550 CABOT ST | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 |
| THE CABOT PERFORMING ARTS CENTER | |||||||
| 286 CABOT STREET | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| THE HELLENIC WOMEN'S CLUB | |||||||
| 45 YORK TERRACE | BROOKLINE | MA | 02446 | NONE | PUBLIC CHARITY | 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 |
| WELLSPRING HOUSE INC | |||||||
| 302 ESSEX AVENUE | GLOUCESTER | MA | 01930 | NONE | PUBLIC CHARITY | HELP EMPOWER THOSE IN THE COMMUNITY WHO ARE IN NEED OF HELP AND GUIDANCE | $1,000 |
| WENHAM MUSEUM | |||||||
| 132 MAIN STREET | WENHAM | MA | 01984 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 |
| WGBH | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | SUPPORT EDUCATIONAL TELEVISION PROGRAMMING | $170 |
| WINSLOW ANIMAL FARM SANCTUARY | |||||||
| 37 EDDY STREET | NORTON | MA | 02766 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $570,995 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,125 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $88,107 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $129,281 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,281 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 12,300 SHARES OF APPLE INC. COMMON STOCK | StockNm |
| EOY Book Value | $2,041,308 | EOYBookValueAmt |
| EOYFMV | $3,611,895 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $4,094 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $500 | $0 | $500 |
| BANK FEES | $893 | $893 | $0 |
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