BERNATCHEZ FAMILY FOUNDATION TR UA 12132006: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BERNATCHEZ FAMILY FOUNDATION TR UA 12132006 (EIN 30-6201571)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202601259349102925
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T15:14:13-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592213319 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUPLEE SHEA CRAMER & MILLER PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH OSPREY AVENUE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342367834 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306201571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BERNATCHEZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERN | BusinessNameControlTxt |
| Phone | 5088983418 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S OSPREY AVE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL E BERNATCHEZ | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 5088983418 | PhoneNum |
| Signature | 2026-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | T RAYMOND SUPLEE | PreparerPersonNm |
| PTIN | P00456310 | PTIN |
| Phone | 9413663600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $2,609,325 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $46,778 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,778 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $105,028 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $700,371 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $105,028 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $151,806 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $151,806 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,943 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,943 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,985 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,985 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,763 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,173 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,869 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,869 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,094 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,094 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,654 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,064 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $108,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $108,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $153,654 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,064 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,848 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,742 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $38,901 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,514 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,514 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,806,487 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,797,026 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,562,811 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,845,388 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,843,540 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,609,325 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,845,388 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,843,540 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,845,388 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,843,540 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,845,388 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,843,540 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,845,388 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,848 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,843,540 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,843,540 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SEE ATTACHED-BANK OF AMERICA | P | 2025-12-31 | $68,509 | $72,320 | -$3,811 | -$3,811 |
| SEE ATTACHED-BANK OF AMERICA | P | 2025-12-31 | $594,629 | $505,894 | $88,735 | $88,735 |
| SEE ATTACHED-BANK OF AMERICA | P | 2025-12-31 | $36,112 | $17,129 | $18,983 | $18,983 |
| SECTION 897 | P | 2025-12-31 | $44 | $44 | $44 | |
| CAPITAL GAINS DIVIDENDS | P | $1,077 | $1,077 | $1,077 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $105,028 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,512 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,512 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,512 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,880 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $368 | OverpaymentAmt |
| Applied To ES Tax | $368 | 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL BERNATCHEZ | IndividualWithBooksNm |
| Phone | 5088983418 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 ROSEWOOD PLACE | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL E BERNATCHEZ | ||||||||
| 5 ROSEWOOD PLACE | WESTBOROUGH | MA | 01581 | CO-TRUSTEE | 5.00 | $0 | $0 | $0 |
| JAMES J BERNATCHEZ | ||||||||
| 242 BAXTER LANE | MILFORD | CT | 06460 | CO-TRUSTEE | 5.00 | $0 | $0 | $0 |
| DANIEL P BERNATCHEZ | ||||||||
| 12322 ASANA CT | VENICE | FL | 34293 | CO-TRUSTEE | 5.00 | $0 | $0 | $0 |
| MARC G BERNATCHEZ | ||||||||
| 20 ASHWOOD CIRCLE | SHELTON | CT | 06484 | CO-TRUSTEE | 5.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,436,119 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,036 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,463,155 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,463,155 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,947 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,426,208 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $121,310 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $121,310 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,512 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,512 | TotalTaxAmt |
| Distributable Before Adj | $119,798 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $119,798 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $119,798 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $108,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $119,798 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $106,963 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $106,963 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,037 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $118,761 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL E BERNATCHEZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 ROSEWOOD PLACE | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5088983418 | RecipientPhoneNum |
| Form And Info And Materials | DESIGNATED APPLICATION TO INCLUDE ORGANIZATION'S GENERAL INFORMATION AND PURPOSE OF FUNDS REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS ST NW | ATLANTA | GA | 30303 | NONE | NC | GENERAL | $13,500 |
| BERNARDIAN CHARITABLE FOUNDATION | |||||||
| 45 HARVARD ST | FITCHBURG | MA | 01420 | NONE | NC | GENERAL | $1,500 |
| BETH-EL CENTER INC | |||||||
| 90 NEW HAVEN AVE | MILFORD | CT | 06460 | NONE | NC | GENERAL | $11,000 |
| CENTER FOR FAMILY JUSTICE | |||||||
| 753 FAIRFIELD AVE | BRIDGEPORT | CT | 06604 | NONE | NC | GENERAL | $7,500 |
| CENTER OF COASTAL STUDIES | |||||||
| 115 BRADFORD ST | PROVINCETOWN | MA | 02657 | NONE | NC | GENERAL | $5,000 |
| COVENANT HOUSE FLORIDA INC | |||||||
| 733 BREAKERS AVE | FT LAUDERDALE | FL | 33304 | NONE | NC | GENERAL | $13,500 |
| HABITAT FOR HUMANITY FAIRFIELD COUNTY | |||||||
| 1542 BARNUM AVE | BRIDGEPORT | CT | 06610 | NONE | NC | GENERAL | $5,000 |
| HOUSING FAMILIES INC | |||||||
| 919 EASTERN AVE | MALDEN | MA | 02148 | NONE | NC | GENERAL | $4,000 |
| INCARNATION SCHOOL FOUNDATION | |||||||
| 2911 BEE RIDGE RD | SARASOTA | FL | 34239 | NONE | NC | GENERAL | $13,500 |
| JOHNNYCAKE CENTER OF WESTERLY | |||||||
| 23 INDUSTRIAL DR | WESTERLY | RI | 02891 | NONE | NC | GENERAL | $3,500 |
| LITERACY VOLUNTEERS OF GREATER WORCESTER | |||||||
| 3 SALEM SQUARE SUITE 332 | WORCESTER | MA | 01608 | NONE | NC | GENERAL | $4,000 |
| MULTIPLE SCLEROSIS FOUNDATION INC | |||||||
| 6520 N ANDREWS AVENUE | FT LAUDERDALE | FL | 33309 | NONE | NC | GENERAL | $13,500 |
| MY SISTER'S PLACE | |||||||
| 3 BARKER AVE | WHITE PLAINS | NY | 10601 | NONE | NC | GENERAL | $3,500 |
| NORTH STAR FAMILY SERVICES | |||||||
| 758 MAIN ST | LEOMINISTER | MA | 01453 | NONE | NC | GENERAL | $4,000 |
| ST LAWRENCE CHURCH | |||||||
| 505 SHELTON AVE | SHELTON | CT | 06484 | NONE | NC | GENERAL | $2,500 |
| THE CITY MISSION INC | |||||||
| 558 CHASE AVE SUITE 2B | WATERBURY | CT | 06704 | NONE | NC | GENERAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $108,000 | 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 | $46,778 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $105,028 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $151,806 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $151,806 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THE FOUNDATION PROVIDES GRANTS TO CERTAIN RECOGNIZED CHARITABLE |
| 7 | ORGANIZATIONS AND OTHER QUALIFIED CHARITIES WITHIN THE MEANING OF |
| 8 | SECTION 501(C)3 OF THE INTERNAL REVENUE CODE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,943 | Amt |
| Net Investment Income | $1,943 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | ORGANIZATION ELECTS TO APPLY $228 TO THE UNDISTRIBUTED INCOME REMAINING FROM YEAR 2012. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (61 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH INDEX FUND | AT COST | $156,784 | $331,310 |
| ISHARES RUSSELL 1000 VALUE INDEX FUND | AT COST | $247,077 | $387,657 |
| ISHARES MSCI EAFE INDEX FUND | AT COST | $134,641 | $190,639 |
| ISHARES MSCI EMERGING MKTS INDEX FD | AT COST | $41,505 | $52,364 |
| ISHARES S&P 600 SMALL CAP VALUE | AT COST | $33,910 | $40,257 |
| JP MORGAN CHASE & CO | AT COST | $7,296 | $17,078 |
| SPDR GOLD TRUST | AT COST | $66,632 | $152,183 |
| AMAZON COM INC | AT COST | $8,050 | $13,388 |
| ALPHABET INC | AT COST | $11,510 | $24,101 |
| APPLE INC | AT COST | $22,433 | $35,886 |
| BLACKROCK INC | AT COST | $5,746 | $8,563 |
| COSTCO WHOLESALE CRP | AT COST | $5,565 | $10,348 |
| HOME DEPOT INC | AT COST | $5,229 | $5,506 |
| MICROSOFT CORP | AT COST | $21,138 | $33,853 |
| UNION PACIFIC CORP | AT COST | $6,114 | $6,477 |
| VISA INC | AT COST | $7,290 | $10,872 |
| WALMART INC | AT COST | $6,615 | $14,038 |
| BLACKSTONE ALT MULTI STRATEGY FD | AT COST | $68,011 | $70,647 |
| PARKER HANNIFIN CORP | AT COST | $5,207 | $13,184 |
| FULLER & THALER BEHVRL SMALL CAP | AT COST | $59,177 | $76,608 |
| ISHARES S&P SMALLCAP 600 GROWTH | AT COST | $30,885 | $37,831 |
| HILTON WORLDWIDE HOLDINGS | AT COST | $2,707 | $4,883 |
| CONOCOPHILIPS | AT COST | $4,376 | $4,212 |
| BLACKROCK EVENT DRIVEN EQUITY FUND | AT COST | $80,857 | $83,763 |
| WCM FOCUSED EMERGING MARKETS FUND | AT COST | $90,959 | $103,866 |
| BROADCOM INC | AT COST | $4,950 | $14,190 |
| PALO ALTO NETWORKS INC | AT COST | $4,659 | $6,815 |
| PROCTER & GAMBLE CO | AT COST | $8,651 | $7,882 |
| PROGRESSIVE CRP OHIO | AT COST | $2,974 | $5,693 |
| AMPHENOL CORP | AT COST | $3,936 | $10,811 |
| BOSTON SCIENTIFIC CORP | AT COST | $7,836 | $12,014 |
| ELI LILLY & CO | AT COST | $10,251 | $18,270 |
| EXXON MOBIL CORP | AT COST | $13,354 | $14,441 |
| FERRARI NV | AT COST | $4,202 | $4,804 |
| NETFLIX COM INC | AT COST | $2,581 | $5,344 |
| NVIDIA | AT COST | $9,849 | $24,245 |
| ROSS STORES INC | AT COST | $7,852 | $10,628 |
| S&P GLOBAL INC | AT COST | $7,756 | $9,929 |
| TESLA INC | AT COST | $5,682 | $8,994 |
| WELLTOWER INC | AT COST | $3,184 | $7,239 |
| AGNICO EAGLE MINES LTD | AT COST | $978 | $2,712 |
| CENCORA INC | AT COST | $3,303 | $4,729 |
| ENTERGY CORP | AT COST | $4,717 | $6,655 |
| ABBVIE INC | AT COST | $5,968 | $7,312 |
| HOWMET AEROSPACE INC | AT COST | $2,558 | $7,381 |
| INTERCONTINENTAL | AT COST | $5,556 | $5,831 |
| JOHNSON CONTROLS INTER | AT COST | $4,555 | $7,185 |
| MARTIN MARIETTA MATLS | AT COST | $6,447 | $6,849 |
| WSTN DIGITAL CORP | AT COST | $5,665 | $20,500 |
| INVESCO S&P 500 EQUAL | AT COST | $108,728 | $125,280 |
| ISHARES MSCI EMERGING MKTS EX CHINA | AT COST | $38,280 | $54,292 |
| BANK NEW YORK MELLON | AT COST | $5,592 | $7,314 |
| DICKS SPORTING GOODS INC | AT COST | $4,223 | $3,761 |
| GOLDMAN SACHS GROUP INC | AT COST | $6,291 | $7,911 |
| LIVE NATION ENT INC | AT COST | $3,955 | $3,990 |
| META PLATFORMS INC | AT COST | $7,348 | $6,601 |
| THERMO FISHER SCIENTIFIC | AT COST | $3,817 | $4,636 |
| VERIZON COMMUNICATIONS | AT COST | $8,409 | $8,105 |
| AQR DIVERSIFYING | AT COST | $93,599 | $99,189 |
| AQR MANAGED FUTURES | AT COST | $81,928 | $89,921 |
| ISHARES MSCI INTL QUALIT | AT COST | $167,678 | $191,844 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT EXPENSES | $494 | $494 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $13,600 | $13,600 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH FEES | CategoryTxt |
| Amt | $23,985 | Amt |
| Net Investment Income | $23,985 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $1,173 | $1,173 | $0 | $0 |
| FEDERAL TAXES | $2,590 | $0 | $0 | $0 |