Civic Intelligence

The Bertuzzi Family Foundation

990T • Fiscal year 2020 • EIN 20-3864006

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $801,981Liabilities 2011: $02011Assets 2012: $802,057Liabilities 2012: $12012Assets 2013: $661,915Liabilities 2013: $02013Assets 2014: $548,088Liabilities 2014: $02014Assets 2015: $1,350,051Liabilities 2015: $02015Assets 2019: $2,800,264Liabilities 2019: $02019Assets 2020: $2,956,486Liabilities 2020: $0Net Assets 2020: $2,956,4862020Assets 2021: $3,161,141Liabilities 2021: $0Net Assets 2021: $3,161,1412021Assets 2022: $2,917,410Liabilities 2022: $0Net Assets 2022: $2,917,4102022Assets 2023: $2,822,372Liabilities 2023: $0Net Assets 2023: $2,822,3722023Assets 2024: $2,758,137Liabilities 2024: $0Net Assets 2024: $2,758,1372024

Latest loaded filing

2024

Assets$2,758,137
Liabilities$0
Net Assets$2,758,137

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $218,245Expenses 2011: $321,551Net Income 2011: -$103,3062011Revenue 2012: $308,264Expenses 2012: $308,188Net Income 2012: $762012Revenue 2013: $17,159Expenses 2013: $157,301Net Income 2013: -$140,1422013Revenue 2014: $35,236Expenses 2014: $149,063Net Income 2014: -$113,8272014Revenue 2015: $929,136Expenses 2015: $127,173Net Income 2015: $801,9632015Revenue 2019: $487,031Expenses 2019: $310,873Net Income 2019: $176,1582019Revenue 2020: $512,703Expenses 2020: $356,481Net Income 2020: $156,2222020Revenue 2021: $591,151Expenses 2021: $386,496Net Income 2021: $204,6552021Revenue 2022: $111,157Expenses 2022: $354,888Net Income 2022: -$243,7312022Revenue 2023: $258,303Expenses 2023: $353,341Net Income 2023: -$95,0382023Revenue 2024: $286,204Expenses 2024: $350,439Net Income 2024: -$64,2352024

Latest loaded filing

2024

Revenue$286,204
Expenses$350,439
Net Income-$64,235
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
The Bertuzzi Family Foundation 2
EIN
20-3864006
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
John D Bertuzzi
Title
President
Phone
8008391754
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix71 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.

Path#Value
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Foundation Source
IRS990T/BooksInCareOfDetail/PhoneNum08008391754
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0501 SILVERSIDE ROAD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Wilmington
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DE
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0198091377
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ExtsnRequestIncomeTaxPaidAmt0300
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt0472
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt00
IRS990T/OverpaymentSection/OverpaymentAmt0300
IRS990T/OverpaymentSection/RefundAmt0300
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/Section263ARulesApplyInd0false
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0472
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0472
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0472
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT ACTIVITY
IRS990TScheduleA/UBIBeforeNOLDedAmt0472
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0472
IRS990T/SpecificDeductionAmt0472
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt0472
IRS990T/TotalPaymentsAmt0300
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0472
IRS990T/TotalUBTIComputedAmt0472
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John D Bertuzzi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/DisasterReliefTxt0New York-Hurricane IDA
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Bertuzzi Family Foundation 2
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0203864006
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510398347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUNDATION SOURCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HOLLOW LN STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02021-11-15T23:55:04-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John D
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bertuzzi
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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