The Berger Family Foundation, Berger Bonnie Ttee in Boston, 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
| The Berger Family Foundation, Berger Bonnie Ttee | |
| Employer Identification Number (EIN) | 046784586 |
| Name of Organization | The Berger Family Foundation |
| Secondary Name | Berger Bonnie Ttee |
| Address | 220 Boylston Street, Boston, MA 02116-3929 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1995 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $523,815 |
| Amount of Income | $267,948 |
| Form 990 Revenue Amount | $8,788 |
| National Taxonomy of Exempt Entities (NTEE) | Arts, Culture and Humanities: Arts, Culture, and Humanities (Not Elsewhere Classified) |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| 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 | $27,378 | $27,378 | $16,517 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $16,294 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $11,084 | |||
| Total expenses and disbursements | $35,957 | $6,986 | $0 | $28,900 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $7,057 | $6,986 | $0 | |
| Contributions, gifts, grants paid | $28,900 | |||
| Excess of revenue over expenses and disbursements | $-8,579 | |||
| Net investment income | $20,392 | |||
| Adjusted net income | $16,517 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $539,584 | $564,876 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $491,319 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $48,265 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $539,584 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $11,084 |
| 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 | $408 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $408 |
| 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? | No |
| 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 | $560,190 |
| Net value of noncharitable-use assets | $551,780 |
| Minimum investment return | $27,589 |
| Distributable Amount (for 2012) | |
| Distributable amount | $27,181 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $27,181 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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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| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Ashurst Foundation, Pozen Robert C Et Al Ttee | 9 Arlington Street, Boston, MA 02116-3410 | MA | 2004-12 | $7,907,374 |
| 2 | The Association Of Individuals Dedicated And Sincere Inc | 18 Winfield St, East Freetown, MA 02717-1806 | MA | 2001-04 | $39,738 |
| 3 | The Atlantis Educational Foundation | 2501 S Main St, Fall River, MA 02724-2015 | MA | 2002-03 | $227,649 |
| 4 | The Auxiliary For Mentally Ill Inc | 50a Peter Kristof Way, Medfield, MA 02052-1579 | MA | 1998-03 | $43,695 |
| 5 | The B E L L Foundation Inc | 60 Clayton St, Dorchester, MA 02122-2737 | MA | 1994-03 | $18,074,101 |
| 6 | The Battles Foundation Inc | 10 George St Ste 210, Lowell, MA 01852-2293 | MA | 1965-06 | $333,247 |
| 7 | The Beantown Softball League Inc | PO BOX 230734, Boston, MA 02123-0734 | MA | 1985-08 | $45,919 |
| 8 | The Beaucourt Foundation Inc | 111 Huntington Ave, Boston, MA 02199-7610 | MA | 1988-01 | $421,636 |
| 9 | The Benjamin And Lois Goulston Charitable Foundaiton | C/O Samet Co 1330 Boylston St, Chestnut Hill, MA 02467 | MA | 2002-08 | $89,174 |
| 10 | The Benjamin Franklin Educational Foundation Inc | 201 Main St, Franklin, MA 02038-1933 | MA | 1995-06 | $253 |
| 11 | The Berger Family Foundation, Berger Bonnie Ttee | 220 Boylston Street, Boston, MA 02116-3929 | MA | 1995-12 | $267,948 |
| 12 | The Bierly-Boasberg Foundation | 199 Otis St, Newton, MA 02465-2522 | MA | 2000-10 | $1,455,312 |
| 13 | The Bitty Foundation, Mclellan Elizabeth A G Ttee | One Federal St, Boston, MA 02110-2012 | MA | 2002-10 | $34,338 |
| 14 | The Black College Scholarship Fund Inc | 703 Boylston St, Brookline, MA 02445-5742 | MA | 2002-09 | $769 |
| 15 | The Blanker Foundation Inc | 456 Mount Hermon Station Rd, Northfield, MA 01360-9507 | MA | 1985-09 | $18,642 |
| 16 | The Boston Cecilia Inc | 1773 Beacon St, Brookline, MA 02445-4214 | MA | 1952-06 | $103,789 |
| 17 | The Boston Education Development Foundation Inc | 26 Court Street, Boston, MA 02108-2528 | MA | 1985-11 | $11,619,498 |
| 18 | The Boston Printmakers Inc | Lesley University 700 Beacon Street, Boston, MA 02215 | MA | 1989-03 | $77,511 |
| 19 | Pop Warner Little Scholars Inc, Boston Raiders | 99 Woodhaven St, Mattapan, MA 02126-1729 | MA | 1990-02 | $25,000 |
| 20 | The Box Pond Association Incorporated | 23 Hartford Ave, Bellingham, MA 02019-1403 | MA | 1987-01 | $885 |
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