BERTOLON FAMILY FOUNDATION TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BERTOLON FAMILY FOUNDATION TR (EIN 04-6917944)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-14
- IRS object ID
- 201732579349100713
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-14T13:52:55-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 021293742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 2017-09-14 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-09-14 | IPDt |
| IP Tm | 13:10:59 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 83686806A2A3DEB79B0F865B7FF92C42C53F20FE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9127212BFBA29BB156C29B588F51165E3369A9B7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,379 | 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 | $90,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $90,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1 | 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 |
| 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 | $115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,115 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,365 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,636 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,743 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,379 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,379 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $6,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,379 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,379 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $6,743 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,379 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,743 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,379 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,743 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,379 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,743 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,636 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,379 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,379 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $90,660 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,217 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 6.859348 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $66,685 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,942 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.039149 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $380,215 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,153 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 14.002688 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $87,318 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,812 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 4.195560 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $153,363 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $48,361 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.171212 | DistributionYr5Rt |
| Total Distribution | 31.267957 | TotalDistributionRt |
| Average Distribution | 6.253591 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,709 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $66,970 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $66,970 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $82,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
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 | Yes (1) | 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 |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,872 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,872 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,872 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $163 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,709 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $535 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $535 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $535 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $535 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $535 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $82,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $82,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $535 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $150,945 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $86,277 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $378,857 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $65,588 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $89,999 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $771,666 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $535 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $81,715 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $853,381 | 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 | $150,945 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $702,436 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $86,277 | ExcessFromYear4Amt |
| Excess From Year3 | $378,857 | ExcessFromYear3Amt |
| Excess From Year2 | $65,588 | ExcessFromYear2Amt |
| Excess From Year1 | $89,999 | ExcessFromYear1Amt |
| Excess From Current Year | $81,715 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 480 PLESANT ST | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | IN MEMORY OF JOAN M. KEENAN | $250 |
| AMERICAN CANCER SOCIETY | |||||||
| 43 NAGOG PARK STE 110 | ACTON | MA | 01720 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 |
| ASSOCIATION OF MARIAN HELPERS | |||||||
| 2 PROSPECT HILL RD | STOCKBRIDGE | MA | 01262 | NONE | PUBLIC CHARITY | 15 YR ENROLLMENT - MARY C. PEACOK | $30 |
| BALCH LAKE IMPROVEMENT ORGANIZATION BLIMP | |||||||
| PO BOX 102 | EAST WAKEFIELD | NH | 03830 | NONE | PUBLIC CHARITY | IN MEMORY OF ROBERT N. HAYES | $100 |
| BEVERLY BOOTSTRAPS COMMUNITY SERVICES | |||||||
| 371 CABOT STREET | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | FOOD PANTRY; CAPITAL CAMPAIGN | $25,000 |
| BEVERLY HISTORICAL SOCIETY | |||||||
| 117 CABOT STREET | BEVERLY | MA | 01975 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $500 |
| BEVERLY HOSPITAL | |||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | NONE | HOSPITAL | IMPROVE HEALTH & WELL BEING OF COMMUNITY | $5,000 |
| CAPE ABILITIES | |||||||
| 895 MARY DUNN ROAD | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | DAY-HABILITATION PROGRAM | $2,000 |
| CAPE PLAYHOUSE | |||||||
| PO BOX 2001 | DENNIS | MA | 02638 | NONE | PUBLIC CHARITY | TO SUPPORT PROFESSIONAL THEATER ON CAPE COD | $1,000 |
| CARE DIMENSIONS | |||||||
| 75 SYLVAN STREET SUITE B-102 | DANVERS | MA | 01923 | NONE | PUBLIC CHARITY | GRIEF SUPPORT SERVICES | $5,000 |
| 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 | $2,000 |
| JACOBS SEARS MEMORIAL LIBRARY | |||||||
| 23 CENTER STREET PO BOX 782 | EAST DENNIS | MA | 02641 | NONE | PUBLIC CHARITY | INCREASE COLLECTION OF BOOKS AND MEDIA; SUPPORT OPERATING COSTS | $500 |
| KAPLAN FAMILY HOSPICE HOUSE | |||||||
| 78 LIBERTY STREET | DANVERS | MA | 01923 | NONE | PUBLIC CHARITY | IN MEMORY OF LEE MCCOLLOCH | $100 |
| MASS LIONS EYE RESEARCH FUND INC | |||||||
| 43 STEWART TERRACE | BELMONT | MA | 02478 | NONE | PUBLIC CHARITY | IN MEMOMRY OF GEORGE V. FLEMMING | $100 |
| MASS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | HOSPITAL | THE 1811 SCOIETY | $10,000 |
| MONTSERRAT COLLEGE OF ART | |||||||
| 23 ESSEX ST | BEVERLY | MA | 01915 | NONE | SCHOOL | GENERAL OPERATING SUPPORT | $5,000 |
| MOTHERS AGAINST DRUNK DRIVING | |||||||
| PO BOX 758521 | TOPEKA | KS | 66675 | NONE | PUBLIC CHARITY | HELP ELIMINATE DRUNK DRIVING | $200 |
| OFFICER HAROLD L VITALE MEMORIAL FUND INC | |||||||
| 210 COMMERCIAL ST | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | SUPPORT FOR LAW ENFORCEMENT ORGANIZATIONS, MAINTAIN MEMORIAL PARK, SCHOLARSHIPS | $2,100 |
| PINGREE SCHOOL | |||||||
| 537 HIGHLAND STREET | SOUTH HAMILTON | MA | 01982 | NONE | SCHOOL | ENABLE STUDENTS TO PARTICIPATE IN SUMMER PROGRAMS | $2,500 |
| SECOND CONGREGATIONAL CHURCH | |||||||
| 35 CONANT STREET | BEVERLY | MA | 01915 | NONE | CHURCH | SUPPORT CHURCH AND ITS MISSIONS | $13,000 |
| THE NSCC FOUNDATION INC | |||||||
| 1 FERNCROFT ROAD | DANVERS | MA | 01923 | NONE | SCHOOL | ENHANCE AND EXPAND EDUCATIONAL OPPORTUNITY | $5,000 |
| THE OTIS | |||||||
| PO BOX 877 | EAST DENNIS | MA | 02641 | NONE | PUBLIC CHARITY | IN SUPPORT OF VARIOUS CHARITABLE CAUSES | $200 |
| 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 | $500 |
| WGBH | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | SUPPORT EDUCATIONAL TELEVISION PROGRAMMING | $170 |
| WINSLOW FARM | |||||||
| 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 | $82,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY & DONNA BERTOLON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $90,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,000 | Amt |
| 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 | $35 | $0 | $0 |
| BANK FEES | $80 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| HENRY J BERTOLON JR | |||
| 245 DODGE STREET | BEVERLY | MA | 01915 |
| DONNA BERTOLON | |||
| 245 DODGE STREET | BEVERLY | MA | 01915 |
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