2023-11-14T19:38:57-06:00 2022-12-31 990 2022-01-01 464101902 RSM BOSTON FOUNDATION INC RSMB 6179129000 80 CITY SQUARE BOSTON MA 02129 MADISON MCCABE PRESIDENT/EXECUTIVE DIRECTOR 6179129000 2023-11-13 MADISON MCCABE 999009999 0 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MADISON MCCABE 80 CITY SQUARE BOSTON MA 02129 344837 0 X RSMBOSTONFOUNDATION.COM X 2013 MA THE RSM BOSTON FOUNDATION ("FOUNDATION") INSPIRES EMPLOYEES OF RSM US LLP TO BECOME INVOLVED IN GIVING BACK TO COMMUNITIES AND CAUSES THAT THEY CARE ABOUT; AND, IN SO DOING, TO SUPPORT ONE ANOTHER AND TO BUILD A STRONGER TEAM. THE FOUNDATION IS WHOLLY INDEPENDENT OF RSM US LLP AND IS RUN ENTIRELY BY THE VOLUNTEER EFFORTS OF BOSTON OFFICE EMPLOYEES AND FORMER EMPLOYEES STILL DEVOTED TO THE MISSION WHO SERVE AS DIRECTORS, OFFICERS AND MEMBERS OF COMMITTEES THAT ADDRESS THE MISSION NEEDS OF THE ORGANIZATION. 17 17 0 375 0 0 323792 344837 0 0 40 0 0 0 323832 344837 217502 177201 0 0 0 0 0 0 90412 110136 155568 327638 332769 -3806 12068 399189 399257 14000 2000 385189 397257 X THE RSM BOSTON FOUNDATION ("FOUNDATION") INSPIRES EMPLOYEES OF RSM US LLP TO BECOME INVOLVED IN GIVING BACK TO COMMUNITIES AND CAUSES THAT THEY CARE ABOUT; AND, IN SO DOING, TO SUPPORT ONE ANOTHER AND TO BUILD A STRONGER TEAM. THE FOUNDATION IS WHOLLY INDEPENDENT OF RSM US LLP AND IS RUN ENTIRELY BY THE VOLUNTEER EFFORTS OF BOSTON OFFICE EMPLOYEES AND FORMER EMPLOYEES STILL DEVOTED TO THE MISSION WHO SERVE AS DIRECTORS, OFFICERS AND MEMBERS OF COMMITTEES THAT ADDRESS THE MISSION NEEDS OF THE ORGANIZATION. 0 0 230130 177201 RSM BOSTON FOUNDATION, INC. RAISES VOLUNTARY DONATIONS FROM RSM BOSTON EMPLOYEES THROUGH PAYROLL DEDUCTIONS. RSM BOSTON EMPLOYEES VOLUNTEER ON FUNDRAISING EVENTS TO RAISE ADDITIONAL FUNDS FOR THE ORGANIZATION. ALL THE DONATIONS RECEIVED BY THE ORGANIZATION ARE GIVEN TO VARIOUS PUBLIC CHARITIES THAT ARE RECOMMENDED BY RSM BOSTON EMPLOYEES AND REVIEWED BY THE GRANT COMMITTEE OF THE ORGANIZATION. 230130 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X MADISON MCCABE 6172411143 80 CITY SQUARE BOSTON MA 02129 X MADISON MCCABE PRES./EXEC. DIRECTOR (AS OF 9/01/22) 15.00 40.00 X X 0 0 0 MOLLY GRIFFITHS CLERK/SECRETARY 2.00 40.00 X X 0 0 0 ANTHONY BOUCHER TREASURER 4.00 40.00 X X 0 0 0 BRAD ANDERSON DIRECTOR 1.00 40.00 X 0 0 0 MAGGIE BERKELEY DIRECTOR 4.00 40.00 X 0 0 0 NEIL BLICHER DIRECTOR 1.00 40.00 X 0 0 0 COLLEEN BOYCE DIRECTOR (AS OF 9/01/22) 1.00 40.00 X 0 0 0 GAIL FAVREAU DIRECTOR 1.00 40.00 X 0 0 0 MICHAEL FORASTE DIRECTOR 4.00 40.00 X 0 0 0 ROB FRATTASIO DIRECTOR 1.00 40.00 X 0 0 0 JOHN GERACI DIRECTOR 1.00 40.00 X 0 0 0 KARIN GILMARTIN DIRECTOR 1.00 40.00 X 0 0 0 JOE GOLDBERG DIRECTOR 1.00 40.00 X 0 0 0 SARAH GOSCINAK DIRECTOR 4.00 40.00 X 0 0 0 ROBERT MCDONALD DIRECTOR 1.00 40.00 X 0 0 0 CHRISTOPHER MACKENZIE DIRECTOR 1.00 40.00 X 0 0 0 ALEX MONAHAN DIRECTOR 1.00 40.00 X 0 0 0 0 0 0 0 0 0 0 0 344837 344837 344837 0 0 0 177201 177201 5500 5500 7552 7552 VOLUNTEERING EVENTS EXP 82860 82860 FUNDRAISING & EVENT EXP 52929 52929 BANK SERVICE CHARGE 6727 6727 332769 230130 12227 90412 384974 365828 89 14126 33429 399189 399257 14000 2000 14000 2000 X 385189 397257 385189 397257 399189 399257 12068 0 X 0 1 X 1 0 X 436994 717933 340666 323792 344837 2164222 436994 717933 340666 323792 344837 2164222 22865 2141357 1150 176 172 40 1538 79665 24355 104020 2269780 0.94340 0.95160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 352837 8000 8000 344837 0 344837 340769 8000 8000 332769 0 332769 PART X, LINE 2: THE FOUNDATION FOLLOWS FASB ASC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. MANAGEMENT BELIEVES THAT THE FOUNDATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. THE FOUNDATION WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. THERE WERE NO SUCH AMOUNTS RECORDED FOR THE YEAR ENDED DECEMBER 31, 2022. THE FOUNDATION WILL ACCOUNT FOR ANY INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO FEDERAL, STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THREE YEARS FROM THE FILING DATE. 1 BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 042774441 501(C)(3) 12000 0 VIRTUAL TOY DRIVE & CORPORATE CUP BOSTON SCORES 29 GERMANIA STREET JAMAICA PLAIN MA 02130 043482756 501(C)(3) 6500 0 SCORES CUP DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BP418 BOSTON MA 02215 042263040 501(C)(3) 6550 0 GENERAL PURPOSE FRIENDS OF MEMORIAL HALL 14 GREEN STREET CHARLESTOWN MA 02129 900892021 501(C)(3) 7000 0 REIMBURSEMENTS FOR CHRISSY, RACHEL AND JEFFERY NORTHEAST ARC INC 64 HOLTEN STREET DANVERS MA 01923 042232416 501(C)(3) 5500 0 CHANGING LIVES GALA & 2022 5K WALK FOR INCLUSION PLAYWORKS NEW ENGLAND 1423 BROADWAY PMB 161 OAKLAND CA 94612 943251867 501(C)(3) 8000 0 GET IN THE GAME BREAKFAST THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER INC PO BOX 127 BOSTON MA 02127 043027900 501(C)(3) 5500 0 THOMPSON ISLAND 4K TRAIL RUN/VOLUNTEER DAY EVENT 7 PART I, LINE 2: THE POTENTIAL RECIPIENTS OF THE GRANTS ARE RECOMMENDED BY EMPLOYEES OF THE BOSTON OFFICE OF RSM US LLP BY COMPLETING AND SUBMITTING AN EMPLOYEE DONATION REQUEST FORM. THE GRANT COMMITTEE OF THE FOUNDATION VERIFIES THAT THE AMOUNT REQUESTED ALIGNS WITH ESTABLISHED GUIDELINES AND VERIFIES THAT THE CHARITY RECEIVING THE FUNDS IS RECOGNIZED AS A 501(C)(3) ORGANIZATION. FORM 990, PART I, LINE 6, DESCRIPTION OF VOLUNTEERS: THE EMPLOYEES OF THE BOSTON OFFICE OF RSM US LLP VOLUNTEER AT LOCAL FOOD AND CLOTHING BANKS (HARVEST ON VINE, GOOD WILL, CATIE'S CLOSET), ASSIST WITH FUNDRAISING EVENTS FOR OTHER LOCAL NONPROFITS (SPECIAL OLYMPICS, HOME BASE, ONE MISSION, PLAYWORKS, BOSTON CHILDREN'S HOSPITAL) RUN RACES TO RAISE FUNDS FOR OTHER NONPROFITS (CORPORATE CHALLENGE, JOLLY JAUNT, RUN TO HOME BASE, CHARLESTOWN BOYS & GIRLS CLUB), SPONSOR HOLIDAY EVENTS FOR LOCAL CHILDREN IN NEED (WISHING WONDERLAND) AND HELP TO REPAIR FACILITIES (KENNEDY CENTER, HARVARD-KENT, WARREN PRESCOTT, BOYS & GIRLS CLUB BOSTON, PLAYWORKS), EDUCATE YOUNG ADULTS (JUNIOR ACHIEVEMENT, READ TO A CHILD), AND VOLUNTEER AT VARIOUS ORGANIZATIONS INCLUDING, THE KENNEDY CENTER CHARLESTOWN, BOYS AND GIRLS CLUB, HARVARD KENT SCHOOL, AND WARREN PRESCOTT SCHOOL, ETC. EMPLOYEES ALSO SERVE ON VARIOUS NON-PROFIT BOARDS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DRAFT FORM BY THE OFFICERS OF THE ORGANIZATION. ALL QUESTIONS AND CONCERNS ARE ADDRESSED AND RESOLVED BEFORE BECOMING FINAL. THE FINAL FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE ORGANIZATION IS TAX-EXEMPT AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. EACH PERSON MUST DISCLOSE ANY INFORMATION RELATING TO ANY ACTUAL OR POTENTIAL FINANCIAL OR DUALITY INTEREST IN THE STATEMENT. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL OR DUALITY INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL OR DUALITY INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, FORM 990, CONFLICT OF INTEREST POLICY, GOVERNANCE POLICIES AND PROCEDURES AND OTHER APPROPRIATE GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE ORGANIZATION'S FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. RSM US LLP 1 S WACKER DR SUITE 800 CHICAGO IL 60606 420714325 PUBLIC ACCOUNTING IL N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0