THE FRANCIS OUIMET SCHOLARSHIP FUND INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE FRANCIS OUIMET SCHOLARSHIP FUND INC (EIN 04-2234126)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2024-09-25
- IRS object ID
- 202432699349300213
- Schema version
- 2023v5.1
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-25T08:52:47-05:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042234126 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANCIS OUIMET SCHOLARSHIP | BusinessNameLine1Txt |
| Business Name Line2 | FUND INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 7744309090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 ARNOLD PALMER BOULEVARD | AddressLine1Txt |
| City | NORTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02766 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DUNCAN GRATTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7744309092 | PhoneNum |
| Signature | 2024-09-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS F MULDOON CPA | PreparerPersonNm |
| PTIN | P01561688 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2024-09-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DUNCAN GRATTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 ARNOLD PALMER BOULEVARD | AddressLine1Txt |
| City | NORTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02766 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,783,851 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | OUIMET.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE FRANCIS OUIMET SCHOLARSHIP FUND IS COMMITTED TO PROVIDING NEEDBASED SCHOLARSHIP AID TO STUDENTS WHO HAVE DEMONSTRATED A STRONG WORKETHIC BY HAVING COMPLETED AT LEAST TWO YEARS OF SERVICE TO GOLF. THEOUIMET FUND REWARDS ACCOMPLISHMENT THROUGH THE COMPETITIVE, RENEWABLE | ActivityOrMissionDesc |
| Voting Members Governing Body | 58 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 57 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 145 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,600,938 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,939,653 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $804,805 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,146,297 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$48,698 | PYOtherRevenueAmt |
| CY Other Revenue | -$804,152 | CYOtherRevenueAmt |
| PY Total Revenue | $5,357,045 | PYTotalRevenueAmt |
| CY Total Revenue | $6,281,798 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,129,689 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,409,487 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $939,775 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,039,501 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $801,082 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $596,156 | PYOtherExpensesAmt |
| CY Other Expenses | $710,113 | CYOtherExpensesAmt |
| PY Total Expenses | $4,665,620 | PYTotalExpensesAmt |
| CY Total Expenses | $5,159,101 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $691,425 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,122,697 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,582,968 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,635,675 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,058,865 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $803,358 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,524,103 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,832,317 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FRANCIS OUIMET SCHOLARSHIP FUND IS COMMITTED TO PROVIDING NEEDBASED SCHOLARSHIP AID TO STUDENTS WHO HAVE DEMONSTRATED A STRONG WORKETHIC BY HAVING COMPLETED AT LEAST TWO YEARS OF SERVICE TO GOLF. THEOUIMET FUND REWARDS ACCOMPLISHMENT THROUGH THE COMPETITIVE, RENEWABLE | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,856,714 | ExpenseAmt |
| Grant | $3,409,487 | GrantAmt |
| Desc | PROVIDING NEED BASED COLLEGE SCHOLARSHIPS TO GOLF CADDIES AND OTHER GOLF CLUB EMPLOYEES WHO HAVE SERVED THE GOLF COMMUNITY FOR TWO OR MORE YEARS.2023-2024 SCHOLARSHIP PROFILE:-292 INDIVIDUALS RECEIVING FINANCIAL AWARDS-163 "HONORARY" SCHOLARS RECEIVING $750 BOOK AWARD-153 COLLEGES ATTENDED BY SCHOLARS-125 CLUBS REPRESENTED BY SCHOLARS-73 WOMEN SCHOLARS | Desc |
| Total Program Service Expenses | $3,856,714 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 58 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 57 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLIN MCGUIRE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7744309090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 ARNOLD PALMER BLVD | AddressLine1Txt |
| City | NORTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02766 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (64 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MR COLIN R MCGUIRE | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $177,667 | $0 | $52,720 | |
| MR WILLIAM L HEALY MD | |||||||
| PRESIDENT (UNTIL 10/21/23) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR DUNCAN GRATTON | |||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR KEVIN J MACLAUGHLAN | |||||||
| SECOND VP (UNTIL 10/23)/1ST VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR JOHN AGOSTINO | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR STEPHEN D BROOK | |||||||
| CLERK & COUNSEL | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR JOHN DOLAN III | |||||||
| CLUB RELATIONS CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS JUDY P FRODIGH | |||||||
| DIRECTOR, EXECUTIVE COMM./SECOND VP (AS OF 10/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR GREGORY J GAILIUS | |||||||
| DIRECTOR, EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JEFFFREY HOLLAND | |||||||
| DIRECTOR, EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JAMES W MORIARTY | |||||||
| DIRECTOR, EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR CHRISTOPHER L RUMUL | |||||||
| DIRECTOR, EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR RICHARD F CONNOLLY JR | |||||||
| DIRECTOR, EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS MARIE E CHALMERS | |||||||
| DIRECTOR, EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR SCOTT J ADLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DAVID A BAMEL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JOSH BELINSKY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JAMES BLUE II | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR PAUL BOUDREAU | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DUFFY BRENT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS CAITLIN CAVANAUGH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR RYAN CONNOLLY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR MARTIN F CONNORS JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR EDUARDO E CORDEIRO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR STEPHEN C DEMIRJIAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JASON D DEVITO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR MICHAEL H DOUVADJIAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR PATRICK A FISCHOEDER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JOHN F GALLAGHER III | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS STEPHANIE WEIMER GREANEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR RAYMOND F HAMEL JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR ANDREW HENDERSON JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR PHILIP HOLDEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR BRIAN JOHNSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR WILLIAM D KELLEHER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR TERRENCE G KENNEDY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DONALD J KILBRIDE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR BO KIMYACHI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR MARK LUND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DANIEL MAGALETTA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JOSEPH E MAHONEY JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR THOMAS MARTIN JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS HOLLY MCGRATH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JOHN R MCKENNA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JOSEPH R NOLAN JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JOSEPH E ONSTOTT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR SEAN RUSH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR SEAN P RIORDAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR PATRICK J SCANNELL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR MICHAEL S WALKER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JOHN WATTS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR TODD H WETZEL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DAVID F WILSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR THOMAS F BAGLEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR GREGORY L CINCOTTA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR ANDREW J MINGLE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JENNIFER MISIASZEK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS ALISON WALSHE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JOHN MACKINNON | |||||||
| DIRECTOR (UNTIL 10/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR EUGENE KENNEDY | |||||||
| DIRECTOR (UNTIL 10/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR HARRISON BANE | |||||||
| DIRECTOR (UNTIL 10/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JEFFREY JAMES MURPHY | |||||||
| SR. DIRECTOR, OPERATIONS | 40.00 | $116,000 | $0 | $5,800 | Yes (X) | ||
| MR THOMAS MURPHY | |||||||
| DIR., DEV. & ALUMNI RELATIONS | 40.00 | $116,750 | $0 | $4,441 | Yes (X) | ||
| MS MICHELLE ANDREA EDWARDS | |||||||
| SR. DIR., SCHOLARSHIPS & DATA MGMT. | 40.00 | $103,810 | $0 | $5,719 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $514,227 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $68,680 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON ST 24TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT ADVISORS | ServicesDesc |
| Compensation | $149,023 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,806,522 | FundraisingAmt |
| All Other Contributions | $4,133,131 | AllOtherContributionsAmt |
| Total Contributions | $5,939,653 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $634,131 | TotalRevenueColumnAmt |
| Exclusion | $634,131 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,807,146 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,294,980 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $512,166 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $512,166 | TotalRevenueColumnAmt |
| Exclusion | $512,166 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $402,921 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,806,522 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,207,073 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$804,152 | TotalRevenueColumnAmt |
| Exclusion | -$804,152 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,281,798 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $342,145 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,409,487 | TotalAmt |
| Program Services | $3,409,487 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,101 | TotalAmt |
| Program Services | $10,255 | ProgramServicesAmt |
| Management And General | $10,255 | ManagementAndGeneralAmt |
| Fundraising | $184,591 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,367 | TotalAmt |
| Program Services | $162,993 | ProgramServicesAmt |
| Management And General | $95,333 | ManagementAndGeneralAmt |
| Fundraising | $382,041 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,265 | TotalAmt |
| Program Services | $4,287 | ProgramServicesAmt |
| Management And General | $2,468 | ManagementAndGeneralAmt |
| Fundraising | $8,510 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,627 | TotalAmt |
| Program Services | $32,130 | ProgramServicesAmt |
| Management And General | $19,306 | ManagementAndGeneralAmt |
| Fundraising | $101,191 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,141 | TotalAmt |
| Program Services | $5,443 | ProgramServicesAmt |
| Management And General | $3,307 | ManagementAndGeneralAmt |
| Fundraising | $17,391 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512 | TotalAmt |
| Management And General | $512 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,100 | TotalAmt |
| Program Services | $7,369 | ProgramServicesAmt |
| Management And General | $3,965 | ManagementAndGeneralAmt |
| Fundraising | $23,766 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,114 | TotalAmt |
| Management And General | $153,114 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,413 | TotalAmt |
| Program Services | $50,473 | ProgramServicesAmt |
| Management And General | $20,895 | ManagementAndGeneralAmt |
| Fundraising | $29,045 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,573 | TotalAmt |
| Program Services | $478 | ProgramServicesAmt |
| Management And General | $701 | ManagementAndGeneralAmt |
| Fundraising | $4,394 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,875 | TotalAmt |
| Program Services | $2,871 | ProgramServicesAmt |
| Management And General | $1,744 | ManagementAndGeneralAmt |
| Fundraising | $9,260 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FUNDRAISING EVENTS & AL | $323,845 | $137,174 | $186,671 | |
| CLUB RELATIONS | $77,681 | $33,754 | $3,034 | $40,893 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,159,101 | TotalAmt |
| Program Services | $3,856,714 | ProgramServicesAmt |
| Management And General | $501,305 | ManagementAndGeneralAmt |
| Fundraising | $801,082 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,842 | BOYAmt |
| EOY | $653,570 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,249 | BOYAmt |
| EOY | $399,145 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,859 | BOYAmt |
| EOY | $147,709 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,071 | BOYAmt |
| EOY | $271,675 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,117 | BOYAmt |
| EOY | $108,705 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $332,904 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $299,675 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,166 | BOYAmt |
| EOY | $33,229 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,002,572 | BOYAmt |
| EOY | $28,698,002 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,092 | BOYAmt |
| EOY | $323,640 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,582,968 | BOYAmt |
| EOY | $30,635,675 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,653 | BOYAmt |
| EOY | $459,700 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,120 | BOYAmt |
| EOY | $20,018 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,092 | BOYAmt |
| EOY | $323,640 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,058,865 | BOYAmt |
| EOY | $803,358 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,021,233 | BOYAmt |
| EOY | $5,580,599 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,502,870 | BOYAmt |
| EOY | $24,251,718 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,524,103 | BOYAmt |
| EOY | $29,832,317 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,582,968 | BOYAmt |
| EOY | $30,635,675 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,122,697 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,185,517 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,588,723 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,300,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,679,153 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,600,938 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,939,653 | CurrentTaxYearAmt |
| Total | $25,108,485 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,588,723 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,300,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,679,153 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,600,938 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,939,653 | CurrentTaxYearAmt |
| Total | $25,108,485 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $19,765 | SubstantialContributorsTotAmt |
| Public Support Total170 | $25,088,720 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $536,871 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $494,770 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $602,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $597,418 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $634,131 | CurrentTaxYearAmt |
| Total | $2,865,443 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,973,928 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $782,473 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,337,221 | BeginningYearBalanceAmt |
| Contributions | $1,223,844 | ContributionsAmt |
| Investment Earnings Or Losses | $3,877,584 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,352,580 | GrantsOrScholarshipsAmt |
| End Year Balance | $24,086,069 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,203,673 | BeginningYearBalanceAmt |
| Contributions | $1,032,090 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,449,937 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,448,605 | GrantsOrScholarshipsAmt |
| End Year Balance | $20,337,221 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,478,212 | BeginningYearBalanceAmt |
| Contributions | $1,816,130 | ContributionsAmt |
| Investment Earnings Or Losses | $1,160,910 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,251,579 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,203,673 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,929,128 | BeginningYearBalanceAmt |
| Contributions | $1,061,427 | ContributionsAmt |
| Investment Earnings Or Losses | $5,464,807 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $977,150 | GrantsOrScholarshipsAmt |
| End Year Balance | $20,478,212 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,762,550 | BeginningYearBalanceAmt |
| Contributions | $1,344,013 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,165,841 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,011,594 | GrantsOrScholarshipsAmt |
| End Year Balance | $14,929,128 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $332,904 | OtherCostOrOtherBasisAmt |
| Depreciation | $299,675 | DepreciationAmt |
| Book Value | $33,229 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,229 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE OBLIGATIONS | Desc |
| Amt | $323,640 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $323,640 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,521,274 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,185,517 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,185,517 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,335,757 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $153,114 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,207,073 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,053,959 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,281,798 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,213,060 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,207,073 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,207,073 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,005,987 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $153,114 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $153,114 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,159,101 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE OUIMET FUND FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD, WHICH REQUIRES THE OUIMET FUND TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF MARCH 31, 2024 THE OUIMET FUND DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. THE OUIMET FUND DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES REPORTED ON THE STATEMENT OF ACTIVITIES -1,207,073. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES REPORTED ON THE STATEMENT OF ACTIVITIES 1,207,073. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ELS BANQUET | Event1Nm |
| Gross Receipts Event1 | $750,373 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $562,780 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $187,593 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,554 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $474,718 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $20,345 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $71,223 | OtherDirectExpensesEvent1Amt |
| Event2 | INKSTER BANQUET | Event2Nm |
| Gross Receipts Event2 | $861,313 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $645,985 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $215,328 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $5,650 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $521,969 | RentFacilityCostsEvent2Amt |
| Entertainment Event2 | $13,536 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $9,498 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $597,757 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $597,757 | CharitableContriOtherEventsAmt |
| Non Cash Prizes Other Events | $9,416 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $18,682 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $59,482 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,209,443 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,806,522 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $402,921 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $17,620 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,015,369 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $33,881 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $140,203 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,207,073 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$804,152 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 455 | RecipientCnt |
| Cash Grant | $3,409,487 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL INFORMATION REQUIRED FROM SCHOLARS: CSS PROFILE, SAR FROM FAFSA FINANCIAL AWARD LETTER FROM UNIVERSITY STATING GRANTS, SCHOLARSHIPS, LOANS, WORKSTUDY, ETC. COST OF ATTENDANCE IS GATHERED FROM THE COLLEGEBOARD SITE. NO COSTS FOR SEMESTERS ABROAD ARE INCLUDED IN OUR FORMULA FOR THE COST OF THE SCHOOL YEAR. AFTER FINANCIAL NEED HAS BEEN DETERMINED AWARDS ARE ISSUED BASED ON A SCHEDULE OF AWARDS BY UNMET NEED, THIS SCHEDULE IS DETERMINED BY THE SCHOLARSHIP COMMITTEE AND REVIEWED EACH YEAR. OUIMET SCHOLARS ARE FINANCIAL AWARD RECIPIENTS WHO HAVE GONE THROUGH A RIGOROUS REVIEW AND INTERVIEW PROCESS, HAVE QUALIFIED, AND HAVE CERTIFIED FINANCIAL NEED. OUIMET HONORARY SCHOLARS HAVE GONE THROUGH THE SAME RIGOROUS REVIEW AND INTERVIEW PROCESS, HAVE QUALIFIED, AND ALTHOUGH THEY DO NOT QUALIFY TO RECEIVE A NEEDS BASED FINANCIAL AWARD, THEIR DESIGNATION AS A OUIMET SCHOLAR IS A GREAT HONOR AND HELPS THEM TAP INTO THE VAST NETWORK OF FELLOW OUIMET SCHOLARS CURRENTLY IN THE WORK FORCE. CHECKS ARE ISSUED IN SEPTEMBER FOR THE FULL AWARD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR COLIN R MCGUIRE | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $177,667 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $22,500 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $30,220 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $230,387 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAMER PRODUCTIONS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | OWNER OF CRAMER PRODUCTIONS, INC. SITS ON OUIMET BOARD OF DIRECTORS. | RelationshipDescriptionTxt |
| Transaction | $214,989 | TransactionAmt |
| Transaction | AUDIO/VISUAL SERVICES AT THE ANNUAL BANQUET | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS AND IS THEN DISCUSSED AT A BOARD MEETING PRIOR TO APPROVAL AND SIGNATURE BY THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY. THE BOARD OF DIRECTORS PERFORMS REGULAR INQUIRIES AND REQUIRES WRITTEN STATEMENTS DISCLOSING INTERESTS THAT COULD GIVE RISE TO CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT AND OFFICERS INCLUDED A REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO THE ORGANIZATION'S OFFICE. INSTRUCTIONS ARE POSTED ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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