BERTOLON FAMILY FOUNDATION TR: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BERTOLON FAMILY FOUNDATION TR (EIN 04-6917944)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201221359349100407
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T07:21:17-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021293742 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046917944 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERTOLON FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BERT | NameControl |
| Phone | 6179129000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02129 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LES VITALE | Name |
| Title | TRUSTEE | Title |
| Phone | 6179129000 | Phone |
| Date Signed | 2012-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LESLIE P VITALE | Name |
| PTIN | P00018040 | PTIN |
| Phone | 6179129000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 28533 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 150000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 21 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 21 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 150021 | TotalRevenueAndExpenses |
| Total Net Investment Income | 21 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 100 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1100 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 153363 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 153363 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 154463 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 153363 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -4442 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 21 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 32975 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 28533 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 28533 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 32975 | TotalAssetsBOY |
| Total Assets EOY | 28533 | TotalAssetsEOY |
| Total Assets EOYFMV | 28533 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 32975 | RetainedEarningsBOY |
| Retained Earnings EOY | 28533 | RetainedEarningsEOY |
| Total Net Assets BOY | 32975 | TotalNetAssetsBOY |
| Total Net Assets EOY | 28533 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 32975 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 28533 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 32975 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -4442 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 28533 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 28533 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 164740 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 17988 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 9.158328 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 307120 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 30196 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 10.170884 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 199302 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 27185 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 7.331322 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 94640 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 35153 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 2.692231 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 33600 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 36379 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.923610 | DistributionRatioYear5 |
| Total Distribution Ratio | 30.276375 | TotalDistributionRatio |
| Average Distribution Ratio | 6.055275 | AverageDistributionRatio |
| Net Noncharitable Assets | 48361 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 292839 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 292839 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 153363 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | LES VITALE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6179129000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02129 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| HENRY J BERTOLON JR | ||||||||
| 245 DODGE STREET | BEVERLY | MA | 01915 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| DONNA BERTOLON | ||||||||
| 245 DODGE STREET | BEVERLY | MA | 01915 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 49097 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 49097 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 49097 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 736 | CashDeemedCharitable |
| Net Noncharitable Assets | 48361 | NetNoncharitableAssets |
| Minimum Investment Return | 2418 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2418 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 2418 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 2418 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 2418 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 153363 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 153363 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 153363 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2418 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 31812 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 92916 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 197949 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 305610 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 163841 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 792128 | TotalExcessDistriCarryover |
| Qualifying Distributions | 153363 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2418 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 150945 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 943073 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 31812 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 911261 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 92916 | ExcessFromYear4 |
| Excess From Year3 | 197949 | ExcessFromYear3 |
| Excess From Year2 | 305610 | ExcessFromYear2 |
| Excess From Year1 | 163841 | ExcessFromYear1 |
| Excess From Current Year | 150945 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HENRY J BERTOLON JR | ContributingManager |
| Contributing Manager | DONNA BERTOLON | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | HENRY J BERTOLON JR CO LES VITALE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02129 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6179129000 | RecipientPhoneNumber |
| Form And Info And Materials | TO BE DETERMINED | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | ||||||||
| 311 ARSENAL STREET | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | SUPPORT RESEARCH, ENHANCE CARE, PROMOTE BRAIN HEALTH | $100 | |
| ANNA JAQUES COMMUNITY HEALTH FOUNDATION | ||||||||
| 25 HIGHLAND AVENUE | NEWBURYPORT | MA | 01950 | NONE | FOUNDATION | PSYCHIATRIC SERVICES | $5,000 | |
| BEVERLY BOOTSTRAPS COMMUNITY SERVICES | ||||||||
| 371 CABOT STREET | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | FOOD PANTRY | $1,000 | |
| BEVERLY HISTORICAL SOCIETY AND MUSEUM | ||||||||
| 117 CABOT STREET | BEVERLY | MA | 019155196 | NONE | PUBLIC CHARITY | COLLECT, PRESERVE AND INTERPRET BEVERLY HISTORY | $250 | |
| BEVERLY HOSPITAL FUND | ||||||||
| 55 TOZER ROAD | BEVERLY | MA | 01915 | NONE | HOSPITAL | SUPPORT LEADING EDGE OF CARING | $2,500 | |
| BOSTON NORTH CANCER ASSOCIATION (FORMERLY LYNN CANCER ASSOCIATION) | ||||||||
| PO BOX 3153 | PEABODY | MA | 01960 | NONE | PUBLIC CHARITY | SUPPORT PROJECTS FOR THE PREVENTION, RESEARCH & TREATMENT OF CANCER | $100 | |
| CAMP HARBOR VIEW FOUNDATION | ||||||||
| 200 CLARENDON STREET 60TH FLOOR | BOSTON | MA | 02116 | NONE | FOUNDATION | SUMMER CAMP & EDUCATIONAL PROGRAMS FOR AT-RISK YOUTH | $10,000 | |
| CAPE ABILITIES | ||||||||
| 895 MARY DUNN ROAD | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | DAY-HABILITATION PROGRAM | $2,000 | |
| CAPE COD CENTER FOR THE ARTS INC | ||||||||
| PO BOX 866 | DENNIS | MA | 02638 | NONE | PUBLIC CHARITY | PROMOTING & FOSTERING MUSIC, DRAMA, HORTICULTURE, FINE ARTS | $1,000 | |
| CAPE COD HEALTHCARE FOUNDATION | ||||||||
| PO BOX 370 | HYANNIS | MA | 02601 | NONE | FOUNDATION | EMERGENCY CENTER RENOVATION | $26,500 | |
| CHRIST LUTHERAN CHURCH (CO THE RUTH HOUSE) | ||||||||
| 553 NORTH MAIN STREET | BROCKTON | MA | 02301 | NONE | PUBLIC CHARITY | RESIDENCE FOR HOMELESS MOTHERS & THEIR CHILDREN | $500 | |
| CITY OF BEVERLY | ||||||||
| 191 CABOT STREET | BEVERLY | MA | 01915 | NONE | SCHOOL | CONSTRUCTION OF TURF FIELDD FOR BEVERLY HIGH SCHOOL | $50,000 | |
| DENNIS MEMORIAL LIBRARY | ||||||||
| 1020 OLD BASS RIVER ROAD | DENNIS | MA | 02638 | NONE | PUBLIC CHARITY | MAINTAINING A LIBRARY FOR THE VILLAGE OF DENNIS | $100 | |
| GOOD FRIDAY WALK INC | ||||||||
| PO BOX 646 | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | PROVDING ASSISTANCE TO FAMILIES IN NEED | $500 | |
| H A W C | ||||||||
| 27 CONGRESS STREET | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | HELP ABUSED WOMEN AND THEIR CHILDREN | $1,500 | |
| HOSPICE OF THE NORTH SHORE | ||||||||
| 75 SYLVAN STREET STE B-102 | DANVERS | MA | 01923 | NONE | PUBLIC CHARITY | ENRICH QUALITY OF LIFE FOR LIFE-LIMITING ILLNESS, CE | $2,500 | |
| LAHEY CLINIC | ||||||||
| 41 MALL ROAD | BURLINGTON | MA | 018050105 | NONE | HOSPITAL | SUPPORT CLINIC'S COMMITMENT TO TRAINING CARDIOTHORACIC SURGEONS | $1,000 | |
| MADD | ||||||||
| 511 E JOHN CARPENTER FREEWAY STE | IRVING | TX | 75062 | NONE | PUBLIC CHARITY | SUPPORT FOR VICTIMS OF DRUNK DRIVING | $200 | 700 |
| MASSACHUSETTS GENERAL HOSPITAL FUND | ||||||||
| 55 FRUIT STREET | BOSTON | MA | 021142696 | NONE | HOSPITAL | IMPROVE PATIENT CARE, RESEARCH AND EDUCATION | $10,000 | |
| NORTH SHORE UNITED WAY | ||||||||
| 248 CABOT STREET | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | SUPPORT YOUTH & CHILD DEVELOPMENT, FINANCIAL STABILITY, HEALTH SERVICES FOR THOSE IN NEED | $100 | |
| NSCC FOUNDATION | ||||||||
| ONE FERNCROFT ROAD | DANVERS | MA | 01923 | NONE | FOUNDATION | SUPPORT EDUCATIONAL PROGRAMS AT NORTH SHORE COMMUNITY COLLEGE | $5,000 | |
| OFFICER HAROLD L VITALE MEMORIAL FUND INC | ||||||||
| 20 BRISTOL ROAD | PEABODY | MA | 019603474 | NONE | MEMORIAL FUND | SUPPORT FOR LAW ENFORCEMENT ORGANIZATIONS, MAINTAIN MEMORIAL PARK, SCHOLARSHIPS | $1,500 | |
| PINGREE FUND | ||||||||
| 537 HIGHLAND STREET | SOUTH HAMILTON | MA | 01982 | NONE | SCHOOL | SUPPORT PINGREE SCHOOL | $2,500 | |
| PREP AT PINGREE | ||||||||
| 537 HIGHLAND STREET | SOUTH HAMILTON | MA | 01982 | NONE | SCHOOL | ACADEMIC ENRICHMENT PROGRAM FOR URBAN MIDDLE SCHOOL STUDENTS | $5,000 | |
| RIVER HOUSE | ||||||||
| 215 RANTOUL STREET SUITE 412 | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | SHELTER FOR HOMELESS MEN | $500 | |
| SAINT ANSELM COLLEGE | ||||||||
| 100 SAINT ANSELM DRIVE | MANCHESTER | NH | 031021310 | NONE | SCHOOL | SUPPORT FOR SPRING BREAK ALTERNATIVE PROGRAM | $200 | |
| SALEM STATE FOUNDATION | ||||||||
| 352 LAFAYETTE STREET | SALEM | MA | 01970 | NONE | FOUNDATION | SUPPORT THE NEEDS OF THE SALEM STATE COMMUNITY | $1,800 | |
| SALVATION ARMY | ||||||||
| 50 ELLIOTT STREET | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | HOLIDAY FUND | $1,000 | |
| SECOND CONGREGATIONAL CHURCH | ||||||||
| 35 CONANT STREET | BEVERLY | MA | 01915 | NONE | CHURCH | SUPPORT CHURCH AND ITS MISSIONS | $12,093 | |
| SECOND CONGREGATIONAL CHURCH | ||||||||
| 35 CONANT STREET | BEVERLY | MA | 01915 | NONE | CHURCH | ONE GREAT HOUR OF SHARING | $100 | |
| SECOND CONGREGATIONAL CHURCH | ||||||||
| 35 CONANT STREET | BEVERLY | MA | 01915 | NONE | CHURCH | CHRISTMAS OFFERING | $100 | |
| THE GIRDLER HOUSE | ||||||||
| 78 LOTHROP STREET | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | RETIREMENT HOME FOR ELDERLY WOMEN | $100 | |
| THE HOME FOR LITTLE WANDERERS | ||||||||
| 271 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | SUPPORT CHILDREN AND FAMILIES LIVING IN AT-RISK CIRCUMSTANCES | $1,000 | |
| THE HOUSE OF SEVEN GABLES SETTLEMENT ASSOCIATION | ||||||||
| 115 DERBY STREET | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | SUPPORT & ASSIST IMMIGRANT YOUTH | $500 | |
| THE OTIS CHARITY CLASSIC | ||||||||
| C/O RED PHEASANT PO BOX 486 | DENNIS VILLAGE | MA | 02638 | NONE | PUBLIC CHARITY | SUPPORT CANCER RESEARCH THROUGH THE AMERICAN CANCER SOCIETY | $250 | |
| TUFTS MEDICAL CENTER | ||||||||
| 800 WASHINGTON ST UNIT 231 | BOSTON | MA | 02111 | NONE | HOSPITAL | SUPPORT TECHNOLOGY, NURSING EDUCATION AND TRAINING MEDICAL LEADERS | $5,000 | |
| VNA CARE NETWORKHOSPICE | ||||||||
| 5 FEDERAL STREET | DANVERS | MA | 01923 | NONE | PUBLIC CHARITY | SUPPORT QUALITY, COMPASSIONATE CARE FOR THOSE WHO ARE TERMINAL ILLNESS | $100 | |
| WGBH | ||||||||
| BOX 55875 | BOSTON | MA | 022055875 | NONE | PUBLIC CHARITY | SUPPORT EDUCATIONAL TELEVISION PROGRAMMING | $170 | |
| WOMEN'S FUND OF ESSEX COUNTY | ||||||||
| 175 ANDOVER STREET STE 101 | DANVERS | MA | 01923 | NONE | PUBLIC CHARITY | SUPPORT OF WOMEN & GIRLS | $1,600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 153363 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $21 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $21 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 21 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | HENRY DONNA BERTOLON | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 DODGE STREET | AddressLine1 |
| City | BEVERLY | City |
| State | MA | State |
| ZIP Code | 01915 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 150000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DUES AND OTHER FEES | 30 | 0 | 0 |
| FORM PC | 70 | 0 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| HENRY J BERTOLON JR | |||
| 245 DODGE STREET | BEVERLY | MA | 01915 |
| DONNA BERTOLON | |||
| 245 DODGE STREET | BEVERLY | MA | 01915 |
Comments