BERTOLON FAMILY FOUNDATION TR: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: BERTOLON FAMILY FOUNDATION TR (EIN 04-6917944)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-04-04
IRS object ID: 201110949349100706
Schema version: 2010v3.2
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
Other Expenses Schedule
Substantial Contributors Sch

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-04-04T19:33:48-05:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RSM MCGLADREY INC	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	2010-01-01	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	2011-02-15	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	LESLIE P VITALE	Name
Phone	6179129000	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	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	32975	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	170000	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	10	DividendsRevAndExpnss
Dividends Net Invst Incm	10	DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	170010	TotalRevenueAndExpenses
Total Net Investment Income	10	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
Other Expenses Rev And Expnss	1130	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	1130	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	164740	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	164740	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	165870	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	164740	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	4140	ExcessOfRevenueOverExpenses
Net Investment Income	10	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	28835	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	32975	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	32975	SavingsAndTempCashInvstEOYFMV
Total Assets BOY	28835	TotalAssetsBOY
Total Assets EOY	32975	TotalAssetsEOY
Total Assets EOYFMV	32975	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	28835	RetainedEarningsBOY
Retained Earnings EOY	32975	RetainedEarningsEOY
Total Net Assets BOY	28835	TotalNetAssetsBOY
Total Net Assets EOY	32975	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	28835	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	32975	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	28835	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	4140	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	32975	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	32975	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	307120	QualifyingDistributionsYear1
Noncharitable Assets Year1	30196	NoncharitableAssetsYear1
Distribution Ratio Year1	10.170884	DistributionRatioYear1
Qualifying Distributions Year2	199302	QualifyingDistributionsYear2
Noncharitable Assets Year2	27185	NoncharitableAssetsYear2
Distribution Ratio Year2	7.331322	DistributionRatioYear2
Qualifying Distributions Year3	94640	QualifyingDistributionsYear3
Noncharitable Assets Year3	35153	NoncharitableAssetsYear3
Distribution Ratio Year3	2.692231	DistributionRatioYear3
Qualifying Distributions Year4	33600	QualifyingDistributionsYear4
Noncharitable Assets Year4	36379	NoncharitableAssetsYear4
Distribution Ratio Year4	0.923610	DistributionRatioYear4
Qualifying Distributions Year5	316953	QualifyingDistributionsYear5
Noncharitable Assets Year5	48225	NoncharitableAssetsYear5
Distribution Ratio Year5	6.572379	DistributionRatioYear5
Total Distribution Ratio	27.690426	TotalDistributionRatio
Average Distribution Ratio	5.538085	AverageDistributionRatio
Net Noncharitable Assets	17988	NetNoncharitableAssets
Adjusted Noncharitable Assets	99619	AdjustedNoncharitableAssets
One Percent Net Investment Income	0	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	99619	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	164740	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
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	18262	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	18262	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	18262	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	274	CashDeemedCharitable
Net Noncharitable Assets	17988	NetNoncharitableAssets
Minimum Investment Return	899	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	899	MinimumInvestmentReturn
Total Tax	0	TotalTax
Distributable Amount Before Adj	899	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	899	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	899	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	164740	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	164740	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	164740	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	899	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	314556	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	31812	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	92916	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	197949	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	305610	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	942843	TotalExcessDistriCarryover
Qualifying Distributions	164740	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	899	AppliedToCurrentYear
Remaining Distri From Corpus	163841	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	1106684	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	314556	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	792128	ExcessDistriCyovToNextYear
Excess From Year4	31812	ExcessFromYear4
Excess From Year3	92916	ExcessFromYear3
Excess From Year2	197949	ExcessFromYear2
Excess From Year1	305610	ExcessFromYear1
Excess From Current Year	163841	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 (29 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
AMERICAN SIDS INSTITUTE SYNDROME
528 RAVEN WAY	NAPLES	FL	34110	NONE	PUBLIC CHARITY	PREVENTION OF SUDDEN INFANT DEATH	$200
ANDERS KRISTOPHER MEADER MEMORIAL
C/O SALEM FIVE BANK 210 ESSEX ST	SALEM	MA	01970	NONE	PUBLIC CHARITY	MEMORIAL FUND	$250
BEVERLY BOOTSTRAPS COMMUNITY SERVICES
371 CABOT STREET	BEVERLY	MA	01915	NONE	PUBLIC CHARITY	FOOD PANTRY	$1,000
BEVERLY HOSPITAL FUND
55 TOZER ROAD	BEVERLY	MA	01915	NONE	HOSPITAL	OFFER COMPASSIONATE CARE & SUPPORT LEADING EDGE OF L	$200
CAPEABILITIES (FORMERLY NAUSET INC)
895 MARY DUNN ROAD	HYANNIS	MA	02601	NONE	PUBLIC CHARITY	DAY-HABILITATION PROGRAM	$2,000
CORNELL UNIVERSITY
TEAGLE HALL COMPUS ROAD	ITHACA	NY	14853	NONE	SCHOOL	WOMEN'S GYMNASTICS FUND	$250
DISCALCED CARMELITE NUNS
15 MT CARMEL ROAD	DANVERS	MA	01923	NONE	CHURCH	COMMUNITY SERVICE	$100
GOOD FRIDAY WALK INC
PO BOX 646	BEVERLY	MA	01915	NONE	PUBLIC CHARITY	CHRISTMAS APPEAL	$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
10 ELM STREET	DANVERS	MA	01923	NONE	PUBLIC CHARITY	ENRICH QUALITY OF LIFE FOR LIFE-LIMITING ILLNESS, CE	$127,575
PARTNERS IN DEVELOPMENT INC
PO BOX 9	IPSWICH	MA	01938	NONE	PUBLIC CHARITY	SERVE THE EXTREME POOR	$2,000
RIVER HOUSE
215 RANTOUL STREET SUITE 412	BEVERLY	MA	01915	NONE	PUBLIC CHARITY	COMMUNITY SERVICE	$500
SALVATION ARMY
32 DUNHAM ROAD	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	$13,000
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	NEIGHBORS IN NEED	$100
SECOND CONGREGATIONAL CHURCH
35 CONANT STREET	BEVERLY	MA	01915	NONE	CHURCH	CHRISTMAS OFFERING	$200
SECOND CONGREGATIONAL CHURCH
35 CONANT STREET	BEVERLY	MA	01915	NONE	CHURCH	LIFEBRIDGE MED	$200
THE CAPE ANN WALDORF SCHOOL
668 HALE STREET	BEVERLY	MA	01915	NONE	SCHOOL	SUPPORT TO PURCHASE A PROPERTY FOR THE SCHOOL	$1,000
THE CARRIAGE HOUSE AT LYNCH PARK
55 OBER STREET	BEVERLY	MA	01915	NONE	PUBLIC CHARITY	RECREATION DEPARTMENT	$500
THE DENNIS CONSERVATION TRUST
PO BOX 67	EAST DENNIS	MA	02641	NONE	FOUNDATION	PROTECT WOOD, WATER AND WILDLIFE	$2,500
THE FAMILY PANTRY
133 QUEEN ANNE ROAD	HARWICH	MA	02645	NONE	PUBLIC CHARITY	PROVIDE FOOD AND CLOTHING TO THOSE IN NEED	$100
THE GIRDLER HOUSE
78 GIRDLER HOUSE	BEVERLY	MA	01915	NONE	PUBLIC CHARITY	RETIREMENT HOME FOR LADIES	$95
THE HELLINIC WOMENS CLUB INC
8 BIRCH HILL ROAD	WEST NEWTON	MA	02465	NONE	FOUNDATION	ANNUAL FUND	$1,000
THE NSCC FOUNDATION
ONE FERNCROFT ROAD	DANVERS	MA	01923	NONE	FOUNDATION	ANNUAL FUND	$2,500
THE TRUSTEES OF RESERVATIONS
572 ESSEX STREET	BEVERLY	MA	01915	NONE	PUBLIC CHARITY	PROTECT MA LANDSCAPE	$200
THE WGBH LEADERSHIP CIRCLE
BOX 55875	BOSTON	MA	02205	NONE	PUBLIC CHARITY	SUPPORT EDUCATIONAL TELEVISION PROGRAMMING	$170
TUFTS MEDICAL CENTER
800 WASHINGTON ST UNIT 231	BOSTON	MA	02111	NONE	HOSPITAL	ANNUAL FUND	$5,000
WOMEN'S FUND OF ESSEX COUNTY
15 CHERRY STREET	DANVERS	MA	01923	NONE	PUBLIC CHARITY	SUPPORT OF WOMEN & GIRLS	$1,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	164740	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	$10	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$10	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	10	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	170000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
DUES	5	0	0
PROFESSIONAL FEE	1000	0	0
FORM PC	125	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

BERTOLON FAMILY FOUNDATION TR: Form 990PF, tax year 2010

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (2 entries)

Comments