Senator Louis P Bertonazzi Foundation Inc in Milford, Massachusetts (MA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Massachusetts
| Senator Louis P Bertonazzi Foundation Inc | |
| Employer Identification Number (EIN) | 043407732 |
| Name of Organization | Senator Louis P Bertonazzi Foundation Inc |
| In Care of Name | Thomas L Mclaughlin |
| Address | PO BOX 268, Milford, MA 01757-0268 |
| Subsection | Charitable Organization |
| Ruling Date | 03/1999 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $40,453 |
| Amount of Income | $208 |
| Form 990 Revenue Amount | $473 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Voluntarism, and Grantmaking Foundations (Not Elsewhere Classified) |
Non-representatives - add comments:
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $344 | $344 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $344 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $2,286 | $0 | $0 | $2,286 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,286 | $0 | $2,286 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-1,942 | |||
| Net investment income | $344 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $45,308 | $45,308 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $45,308 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $45,308 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $7 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $7 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | Yes |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $46,379 |
| Net value of noncharitable-use assets | $45,680 |
| Minimum investment return | $2,284 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,277 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,277 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,277 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Seekonk Music Parents Association | 261 Arcade Ave, Seekonk, MA 02771-5033 | MA | 2005-12 | $40,420 |
| 2 | Seekonk Swimming And Tennis Club Inc | 255 Davis St, Seekonk, MA 02771-1420 | MA | 2004-03 | $314,797 |
| 3 | Seeley Charitable Foundation | PO BOX 961019, Boston, MA 02196-1019 | MA | 1987-06 | $188,061 |
| 4 | Segal-Sanders Family Foundation, Sanders Paul J Ttee | 350 Fitchburg Tpke, Concord, MA 01742-5803 | MA | 1995-05 | $1,164 |
| 5 | Segregansett Country Club | 85 Gulliver St, Taunton, MA 02780-1646 | MA | 1941-02 | $1,548,638 |
| 6 | Seiu Property Services New England Training Fund, Arcelia Rocio Saenz Ttee | 26 West St Fl 3, Boston, MA 02111-1207 | MA | 2009-08 | $646,067 |
| 7 | Self Help Inc | 780 W Main St, Avon, MA 02322-1744 | MA | 1966-06 | $23,548,041 |
| 8 | Self Esteem Boston Educational Institute Inc | PO BOX 301155, Jamaica Plain, MA 02130-0010 | MA | 1994-07 | $316,662 |
| 9 | Sem Voluntary Employees Beneficiary Association | PO BOX 1045, Westboro, MA 01581-6045 | MA | 2004-11 | $599,834 |
| 10 | Sempo Inc | 401 Edgewater Place, Wakefield, MA 01880-6201 | MA | 2004-04 | $397,700 |
| 11 | Senator Louis P Bertonazzi Foundation Inc | PO BOX 268, Milford, MA 01757-0268 | MA | 1999-03 | $208 |
| 12 | Seneca Foundation | 17 Seneca Rd, Canton, MA 02021-1251 | MA | 2006-06 | $162,819 |
| 13 | Senior Football Associates Of Medford Inc | 15 Wagner Rd, Medford, MA 02155-1819 | MA | 1974-07 | $24,600 |
| 14 | Senior Support Foundation | 19 Beatrice Ln, Holliston, MA 01746-1518 | MA | 1990-09 | $71,081 |
| 15 | Seniorsconnect Inc, Polly Allen Polly Allen | 202 Erie Street, Cambridge, MA 02139 | MA | 1992-01 | $0 |
| 16 | Ser Family Charitable Foundation | 846 University Ave, Norwood, MA 02062-2631 | MA | 2009-03 | $3,604,229 |
| 17 | Servants For Haiti Inc | PO BOX 1214, Westford, MA 01886-4614 | MA | 2006-05 | $50,352 |
| 18 | Servants Of Christ Ministries | 87 A Maple St, Scituate, MA 02066-3609 | MA | 1985-03 | $145,114 |
| 19 | Service Center Of Greater Lawrence Inc | PO BOX 4221, Andover, MA 01810-0814 | MA | 1968-04 | $5,444 |
| 20 | Service Club Of Andover Inc | PO BOX 334, Andover, MA 01810-0006 | MA | 1994-05 | $89,123 |
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