Civic Intelligence

Barnett and Anne Berch Foundation Inc

EIN 13-6135111 • Boston, MA

201 Washington St 11th FLBoston, MA 02108
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

46th percentile

1.8%

Faster asset growth than 46% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-9.5%

Faster revenue growth than 23% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,055,693

Up $18,530 (+1.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,055,693

Up $18,530 (+1.8%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin99th percentile

Revenue

Down

$19,852

Down $2,089 (-9.5%) from 2023

Expenses

Down

$30

Down $70,154 (-100%) from 2023

Net Income

Up

$19,822

Up $68,065 (+141%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $600,097Liabilities 2010: $33Net Assets 2010: $600,0642010Assets 2011: $597,561Liabilities 2011: $33Net Assets 2011: $597,5282011Assets 2012: $605,727Liabilities 2012: $33Net Assets 2012: $605,6942012Assets 2013: $593,829Liabilities 2013: $2,033Net Assets 2013: $591,7962013Assets 2014: $558,251Liabilities 2014: $2,033Net Assets 2014: $556,2182014Assets 2015: $582,695Liabilities 2015: $3,813Net Assets 2015: $578,8822015Assets 2016: $570,211Liabilities 2016: $0Net Assets 2016: $570,2112016Assets 2017: $590,397Liabilities 2017: $0Net Assets 2017: $590,3972017Assets 2018: $585,982Liabilities 2018: $0Net Assets 2018: $585,9822018Assets 2019: $595,851Liabilities 2019: $0Net Assets 2019: $595,8512019Assets 2020: $589,895Liabilities 2020: $0Net Assets 2020: $589,8952020Assets 2021: $687,148Liabilities 2021: $0Net Assets 2021: $687,1482021Assets 2022: $1,085,406Liabilities 2022: $0Net Assets 2022: $1,085,4062022Assets 2023: $1,037,163Liabilities 2023: $0Net Assets 2023: $1,037,1632023Assets 2024: $1,055,693Liabilities 2024: $0Net Assets 2024: $1,055,6932024

Highlighted filing

2024

Assets$1,055,693
Liabilities$0
Net Assets$1,055,693
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $28,1162010Expenses 2011: $32,7732011Expenses 2012: $43,7292012Expenses 2013: $38,1102013Revenue 2014: $19,033Expenses 2014: $55,224Net Income 2014: -$36,1912014Revenue 2015: $51,929Expenses 2015: $44,409Net Income 2015: $7,5202015Revenue 2016: $41,518Expenses 2016: $50,189Net Income 2016: -$8,6712016Revenue 2017: $80,951Expenses 2017: $60,765Net Income 2017: $20,1862017Revenue 2018: $47,952Expenses 2018: $52,367Net Income 2018: -$4,4152018Revenue 2019: $67,601Expenses 2019: $57,732Net Income 2019: $9,8692019Revenue 2020: $50,079Expenses 2020: $56,035Net Income 2020: -$5,9562020Revenue 2021: $154,858Expenses 2021: $57,605Net Income 2021: $97,2532021Revenue 2022: $458,227Expenses 2022: $59,969Net Income 2022: $398,2582022Revenue 2023: $21,941Expenses 2023: $70,184Net Income 2023: -$48,2432023Revenue 2024: $19,852Expenses 2024: $30Net Income 2024: $19,8222024

Highlighted filing

2024

Revenue$19,852
Expenses$30
Net Income$19,822
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,055,693
Liabilities
$0
Net assets
$1,055,693
Revenue
$19,852
Expenses
$30
Net income
$19,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.02$0.00$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.02$0.07$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.46$0.06$0.40
2021Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.15$0.06$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.05$0.06$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.07$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.05$0.05$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.08$0.06$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.04$0.05$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.05$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.02$0.06$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.03
2010Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH B KURZDirector-$0--
WILLIAM KURZDirector-$0--
Filing and Contact Details

Filer

Filer Name
Barnett and Anne Berch Foundation Inc
EIN
13-6135111
Phone
6177238200
Address
201 WASHINGTON ST 11TH FL, BOSTON, MA 02108

Signing Officer

Name
Deborah B Kurz
Title
Director
Phone
6177238200
Signed
2025-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Focus Partners Wealth LLC
Address
201 WASHINGTON ST 11TH FLOOR, BOSTON, MA 02108
Preparer
Sean Kelly
Phone
6177238200
Raw XML Appendix390 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt013562
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt019750
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt019750
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0867723
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0816821
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01016154
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0154586
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0219122
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0223773
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01035871
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01055693
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01035871
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01055693
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01259677
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01035871
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01055693
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01035871
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01055693
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01170411
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt016656
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01153755
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt017556
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04896
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01152855
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01170411
IRS990PF/NameChangeInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DEBORAH B KURZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM KURZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O FPW 201 WASHINGTON ST 11TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O FPW 201 WASHINGTON ST 11TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O FPW 201 WASHIINGTON ST 11TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002108
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DEBORAH B KURZ
IRS990PF/StatementsRegardingActyGrp/PhoneNum06177238200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04620
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04620
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03447
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0438
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03381
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04620
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02646
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02646
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02646
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07266
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt030
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt030
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH B KURZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06177238200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARNETT AND ANNE BERCH FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FOCUS PARTNERS WEALTH
ReturnHeader/Filer/BusinessNameControlTxt0BABF
ReturnHeader/Filer/EIN0136135111
ReturnHeader/Filer/PhoneNum06177238200
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 WASHINGTON ST 11TH FL
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900751149
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOCUS PARTNERS WEALTH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 WASHINGTON ST 11TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002108
ReturnHeader/PreparerPersonGrp/PhoneNum06177238200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN KELLY
ReturnHeader/ReturnTs02025-04-28T11:55:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-12-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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