BERTOLON FAMILY FOUNDATION TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BERTOLON FAMILY FOUNDATION TR (EIN 04-6917944)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-19
- IRS object ID
- 202513239349100106
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-19T09:46:32-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSE FUSARO | PreparerPersonNm |
| PTIN | P02047939 | PTIN |
| Phone | 6179129000 | PhoneNum |
| Preparation | 2025-11-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,170,690 | 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 | $996,132 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $119,775 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,775 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,038,434 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,122,469 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,086,723 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,154,341 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,206,498 | 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 |
| Legal Fees Rev And Expnss | $2,539 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,070 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,609 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,569,676 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,569,676 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,658,285 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,569,676 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $496,056 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,206,498 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,838,480 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,422,470 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,422,470 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,960,223 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,872,288 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,748,220 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,798,702 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,294,758 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,170,690 | 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 | $4,798,702 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,294,758 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,798,702 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,294,758 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,798,702 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,294,758 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,798,702 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $496,056 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,294,758 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,294,758 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 100 SHS OF APPLE INC, APPL | 2021-01-07 | 2024-11-12 | $22,449 | $715 | $21,734 | $21,734 |
| 200 SHS OF APPLE INC, APPL | 2021-01-07 | 2024-11-12 | $44,899 | $1,430 | $43,469 | $43,469 |
| 4700 SHS OF APPLE INC, APPL | 2010-04-29 | 2024-11-12 | $1,055,121 | $33,601 | $1,021,520 | $1,021,520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,086,723 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,770 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,770 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,770 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,199 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $19,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $37,199 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,429 | OverpaymentAmt |
| Applied To ES Tax | $20,429 | 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 | 0 | 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 | $50,000 | $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 | $8,414,145 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,294,567 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,708,712 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,708,712 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,631 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,563,081 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $478,154 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $478,154 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,770 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,770 | TotalTaxAmt |
| Distributable Before Adj | $461,384 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $461,384 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $461,384 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,569,676 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,569,676 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $461,384 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $442,804 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $230,316 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $673,120 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,569,676 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $461,384 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,108,292 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,781,412 | 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 | $442,804 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,338,608 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $230,316 | ExcessFromYear3Amt |
| Excess From Current Year | $1,108,292 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $100 |
| BEVERLY BOOTSTRAPS | |||||||
| 35 PARK STREET | BEVERLY | MA | 01915 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $502,500 |
| BEVERLY CHILDREN'S LEARNING CTR | |||||||
| 550 CABOT STREET | BEVERLY | MA | 01915 | NONE | NON-PROFIT ORGANIZAT | BEVERLY CHILDREN'S LEARNING CTR | $1,000 |
| BEVERLY HOSPITAL | |||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| BOYS AND GIRL CLUB OF GREATER SALEM | |||||||
| 29 HIGHLAND AVE | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| CAPE ABILITIES | |||||||
| 895 MARY DUNN ROAD | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 |
| CAPE COD HEALTHCARE FOUNDATION | |||||||
| PO BOX 370 | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | PRESERVE HIGH STANDARDS OF HEALTHCARE EXCELLENCE ON CAPE COD | $5,000 |
| CHANGE IS SIMPLE | |||||||
| 100 CUMMINGS CENTER | BEVERLY | MA | 01915 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $2,000 |
| EILEEN'S HOUSE | |||||||
| 2200 DORCHESTER AVE | BOSTON | MA | 02124 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $5,000 |
| ESSEX COUNTY COMMUNITY FOUNDATION | |||||||
| 500 CUMMINGS CENTER | BEVERLY | MA | 01915 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $1,000 |
| MASS EYE & EAR | |||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $500,000 |
| MICHAEL CASSIDY MEMORIAL SCHOLARSHIP FUND | |||||||
| 18 HERITAGE DRIVE | HAMPTON | NH | 03842 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $250 |
| NORTH SHORE COMMUNITY COLLEGE FOUNDATION | |||||||
| 1 FERNCROFT ROAD | DANVERS | MA | 01923 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $250,000 |
| PINGREE SCHOOL | |||||||
| 537 HIGHLAND STREET | SOUTH HAMILTON | MA | 01982 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,500 |
| PLUMMER YOUTH PROMISE | |||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 |
| SECOND CONGREGATIONAL CHURCH | |||||||
| 35 CONANT STREET | BEVERLY | MA | 01915 | NONE | CHURCH | SUPPORT CHURCH AND ITS MISSIONS | $3,000 |
| THE CABOT PERFORMING ARTS CENTER | |||||||
| 286 CABOT STREET | BEVERLY | MA | 01915 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $270,000 |
| THE CAPE PLAYHOUSE | |||||||
| 820 MAIN STREET | DENNIS | MA | 02638 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORTY | $10,000 |
| THE PARKINSON'S FOUNDATION | |||||||
| 1359 BROADWAY | NEW YORK | NY | 10018 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $200 |
| THE SALVATION ARMY | |||||||
| 50 ELLIOT STREET | BEVERLY | MA | 01915 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $1,000 |
| THE TRUSTEES - 1891 SOCIETY | |||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $1,000 |
| THE WOMENS FUND OF ESSEX COUNTY | |||||||
| 500 CUMMINGS CENTER | BEVERLY | MA | 01915 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $1,000 |
| WGBH | |||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $126 |
| WINSLOW ANIMAL FARM SANCTUARY | |||||||
| 37 EDDY STREET | NORTON | MA | 02766 | NONE | NON-PROFIT ORGANIZAT | GENERAL OPERATING SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,569,676 | 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 | $119,775 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,038,434 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,158,209 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,158,209 | 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 Person | HENRY DONNA BERTOLON | ContributorPersonNm |
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 | $996,132 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (26 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 140 SHARES ALPHABET INC CAP STK CL C | $26,662 | 2024-12-31 |
| 1 | 140 SHARES ALPHABET INC CAP STK CL A | $26,502 | 2024-12-31 |
| 1 | 6,018 SHARES ANTERO MIDSTREAM CORP COM | $90,812 | 2024-12-31 |
| 1 | 1,139 SHARES OF BAKER HUGHES COMPANY CL A | $46,722 | 2024-12-31 |
| 1 | 32 SHARES OF CADENCE DESIGN SYSTEMS INC COM USD0.01 | $9,615 | 2024-12-31 |
| 1 | 143 SHARES OF CINCINNATI FINANCIAL CORP COM USD2.00 | $20,549 | 2024-12-31 |
| 1 | 28 SHARES OF CINTAS CORP | $5,116 | 2024-12-31 |
| 1 | 671 SHARES OF CONOCOPHILLIPS COM | $66,543 | 2024-12-31 |
| 1 | 70 SHARES OF COSTCO WHOLESALE CORP COM | $64,139 | 2024-12-31 |
| 1 | 627 SHARES OF EOG RESOURCES INC | $76,858 | 2024-12-31 |
| 1 | 591 SHARES OF EXXON MOBIL CORP COM | $63,574 | 2024-12-31 |
| 1 | 127 SHARES OF META PLATFORMS INC CLASS A COMMON STOCK | $74,360 | 2024-12-31 |
| 1 | 75 SHARES OF FORTINET INC COM USD0.001 | $7,086 | 2024-12-31 |
| 1 | 24 SHARES OF HUBBELL INC COM | $10,053 | 2024-12-31 |
| 1 | 78 SHARES OF NETAPP INC | $9,054 | 2024-12-31 |
| 1 | 11 SHARES OF NETFLIX INC | $9,805 | 2024-12-31 |
| 1 | 999 SHARES OF ONEOK INC COM USD0.01 | $100,300 | 2024-12-31 |
| 1 | 227 SHARES OF RELIANCE INC COM NPV | $61,121 | 2024-12-31 |
| 1 | 10 SHARES OF SERVICENOW INC COM USD0.001 | $10,601 | 2024-12-31 |
| 1 | 113 SHARES OF SNAP-ON INC | $38,360 | 2024-12-31 |
| 1 | 488 SHARES OF SOUTHERN COPPER CORP | $44,471 | 2024-12-31 |
| 1 | 9 SHARES OF SYNOPSYS INC | $4,368 | 2024-12-31 |
| 1 | 8 SHARES OF TEXAS PACIFIC LAND CORPORATION COM | $8,848 | 2024-12-31 |
| 1 | 187 SHARES OF VALERO ENERGY CORP COM | $22,924 | 2024-12-31 |
| 1 | 86 SHARES OF WATSCO INC | $40,755 | 2024-12-31 |
| 1 | 1,052 SHARES OF WILLIAMS COS INC COM | $56,934 | 2024-12-31 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4,640 SHARES OF ALPHABET INC CAP STK CL C(GOOG) | $616,459 | $883,642 |
| 140 SHARES OF ALPHABET INC CAP STK CL A(GOOGL) | $26,502 | $26,502 |
| 6,018 SHARES OF ANTERO MIDSTREAM CORP COM (AM) | $90,812 | $90,812 |
| 25,896 SHARES OF APPLE INC (AAPL) | $1,216,677 | $6,484,876 |
| 1,139 SHARES OF BAKER HUGHES COMPANY CL A(BKR) | $46,722 | $46,722 |
| 32 SHARES OF CADENCE DESIGN SYSTEMS INC COM | $9,615 | $9,615 |
| 143 SHARES OF CINCINNATI FINANCIAL CORP COM USD2.00 | $20,549 | $20,549 |
| 28 SHARES OF CINTAS CORP (CTAS) | $5,116 | $5,116 |
| 671 SHARES OF CONOCOPHILLIPS COM(COP) | $66,543 | $66,543 |
| 70 SHARES OF COSTCO WHOLESALE CORP COM(COST) | $64,139 | $64,139 |
| 627 SHARES OF EOG RESOURCES INC (EOG) | $76,858 | $76,858 |
| 591 SHARES OF EXXON MOBIL CORP COM (XOM) | $63,574 | $63,574 |
| 127 SHARES OF META PLATFORMS INC CLASS A COMMON STOCK (META) | $74,360 | $74,360 |
| 75 SHARES OF FORTINET INC COM USD0.001(FTNT) | $7,086 | $7,086 |
| 2,000 SHARES OF HOME DEPOT INC (HD) | $650,700 | $777,980 |
| 24 SHARES OF HUBBELL INC COM (HUBB) | $10,053 | $10,053 |
| 1,500 SHARES OF MICROSOFT CORP (MSFT) | $418,980 | $632,250 |
| 78 SHARES OF NETAPP INC (NTAP) | $9,054 | $9,054 |
| 11 SHARES OF NETFLIX INC (NFLX) | $9,805 | $9,805 |
| 999 SHARES OF ONEOK INC COM USD0.01(OKE) | $100,300 | $100,300 |
| 227 SHARES OF RELIANCE INC COM NPV(RS) | $61,122 | $61,122 |
| 10 SHARES OF SERVICENOW INC COM USD0.001(NOW) | $10,601 | $10,601 |
| 113 SHARES OF SNAP-ON INC(SNA) | $38,361 | $38,361 |
| 488 SHARES OF SOUTHERN COPPER CORP(SCCO) | $44,471 | $44,471 |
| 9 SHARES OF SYNOPSYS INC (SNPS) | $4,368 | $4,368 |
| 8 SHARES OF TEXAS PACIFIC LAND CORPORATION COM(TPL) | $8,848 | $8,848 |
| 187 SHARES OF VALERO ENERGY CORP COM (VLO) | $22,924 | $22,924 |
| 86 SHARES OF WATSCO INC (WSO) | $40,755 | $40,755 |
| 1,052 SHARES OF WILLIAMS COS INC COM (WMB) | $56,934 | $56,934 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $2,508 | $0 | $0 |
| BANK FEES | $31 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA FILING FEE | $70 | $0 | $0 |
| 2024 990-PF EXTENSION - IRS | $36,000 | $0 | $0 |
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