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P 3452 3452 3452 CRESCENT MEZZANINE PARTNERS VIIB, L.P. P 50464 -50464 -50464 CUMMINGS FOUNDATION PRIVATE CAPITAL FUND, LP P 282372 282372 282372 CUMMINGS FOUNDATION PRIVATE CAPITAL FUND, LP P 33090693 33090693 33090693 CUMMINGS FOUNDATION PRIVATE CAPITAL FUND, LP SEC 1231 P 471079 471079 471079 CUMMINGS FOUNDATION PRIVATE CAPITAL FUND, LP SEC 1256 P 39092 -39092 -39092 HIGHLAND CAPITAL PARTNERS 10 P 130463 130463 130463 PROVIDENCE EQUITY PARTNERS VII LP P 2553886 2553886 2553886 PROVIDENCE EQUITY PARTNERS VIII LP P 1148385 1148385 1148385 STRATEGIC PARTNERS VIII, L.P. P 63923 63923 63923 STRATEGIC PARTNERS VIII, L.P. P 1875604 1875604 1875604 STRATEGIC PARTNERS VIII, L.P. SEC 1231 P 15127 15127 15127 STRATEGIC PARTNERS VIII, L.P. SEC 1256 P 2712 2712 2712 TPG HEALTHCARE PARTNERS, LP P 350 350 350 TPG PARTNERS VIII, LP P 82 82 82 WCAS XIII, LP P 4547531 4547531 4547531 TPG VIII DE AIV I-A, L.P. P 177421 177421 177421 TPG HC DE AIV I, L.P. 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SEC 1256 P 254196 -254196 -254196 COMMONFUND SSGA MSCI NON K1 397314 -397314 -397314 73511800 -10858791 2182462 2182462 2182462 1800000 0 700000 2500000 X 82 317456 317456 false false false 0 0 0 false false true true false true true MA true true false true false true http://www.cummingsfoundation.org WILLIAM F GRANT 7819358000 200 WEST CUMMINGS PARK WOBURN MA 01801 false false false true true false false false false false true false false false false false false true false false true false false false false Joyce M Cummings 200 West Cummings Park Woburn MA 01801 TRUSTEE & TREASURER 1.0 0 0 0 Patricia A Cummings PSY D 200 West Cummings Park Woburn MA 01801 TRUSTEE & Vice President 1.0 0 0 0 William S Cummings 200 West Cummings Park Woburn MA 01801 TRUSTEE & PRESIDENT 1.0 0 0 0 Steven Disalvo 200 West Cummings Park Woburn MA 01801 Trustee 1.0 0 0 0 Anthony P Monaco MD PHD Tufts University Medford MA 02155 Trustee 1.0 0 0 0 HON Margot Botsford 200 WEST CUMMINGS PARK WOBURN MA 01801 Trustee 1.0 0 0 0 Paul C Casey 200 West Cummings Park Woburn MA 01801 Trustee 1.0 0 0 0 Carol A Donovan 200 West Cummings Park Woburn MA 01801 Trustee 1.0 0 0 0 DEBORAH T KOCHEVAR DVM PHD TUFTS UNIVERSITY MEDFORD MA 02155 Trustee (THRU 7/2022) 1.0 0 0 0 Marilyn Cummings Morris MD MPH Childrens Hospital New York NY 10001 Trustee 1.0 0 0 0 Richard C Ockerbloom 200 West Cummings Park Woburn MA 01801 Trustee 1.0 0 0 0 Arlan F Fuller MD 200 West Cummings Park Woburn MA 01801 Trustee 1.0 0 0 0 Thomas Pappas 200 WEST CUMMINGS PARK WOBURN MA 01801 TRUSTEE 1.0 0 0 0 David Harris PHD 200 West Cummings Park Woburn MA 01801 Trustee 1.0 0 0 0 ERIC S ANDERSON 200 West Cummings Park Woburn MA 01801 TRUSTEE 1.0 0 0 0 DENNIS A CLARKE 200 West Cummings Park Woburn MA 01801 TRUSTEE 1.0 0 0 0 WILLIAM F GRANT 200 West Cummings Park Woburn MA 01801 TRUSTEE 1.0 0 0 0 CHRISTINE COAKLEY 200 West Cummings Park Woburn MA 01801 EXEC DIRECTOR, NHC 50.0 149890 36187 0 Marie Connoly 200 West Cummings Park Woburn MA 01801 Exec Director, NHM 50.0 180918 16356 30000 Joyce Vyriotes 200 West Cummings Park Woburn MA 01801 Exec Dir & Clerk 30.0 0 0 0 Laura Hiller 200 West Cummings Park Woburn MA 01801 Deputy Dir & Asst Clerk 50.0 97075 3203 0 AISHA FRANCIS PHD Benjamin Franklin Cummings Institut BOSTON MA 02116 TRUSTEE 1.0 0 0 0 Robert Keefe Esq 200 West Cummings Park Woburn MA 01801 Trustee (AS OF 1/2022) 1.0 0 0 0 Jack Connors Jr Connors Family Office BOSTON MA 01801 Trustee (AS OF 1/2022) 1.0 0 0 0 Agnes Binagwaho M D PhD 200 West Cummings Park Woburn MA 01801 TRUSTEE (AS OF 4/2022) 1.0 0 0 0 IOANNIS MIAOULIS PHD Roger Williams University BRISTOL RI 02809 TRUSTEE (AS OF 4/2022) 1.0 0 0 0 JOHN KEENAN J D SALEM STATE UNIVERSITY SALEM MA 01970 TRUSTEE (AS OF 7/2022) 1.0 0 0 0 KARA MURPHY 200 WEST CUMMINGS PARK WOBURN MA 01801 SR. ACCOUNT MANAGER 50.0 177290 16685 0 DAVID HARVEY 200 WEST CUMMINGS PARK WOBURN MA 01801 ACCOUNT MANAGER 50.0 174537 12474 0 MICHAEL DONAGHEY 200 WEST CUMMINGS PARK WOBURN MA 01801 TEAM LEADER 50.0 164412 29228 0 BRANDON ADAMS 200 WEST CUMMINGS PARK WOBURN MA 01801 TEAM LEADER 50.0 159609 5318 0 MICHAEL RAHN 200 WEST CUMMINGS PARK WOBURN MA 01801 ASSOC. DIVISION MGR 50.0 145359 11101 0 96 COMMONFUND 15 OLD DANBURY ROAD WILTON CT 068970812 INVESTMENT SVCS 2374115 Aveanna Healthcare 238 Littleton Rd WESTFORD MA 01886 ASSISTED LIVING 1762675 MERRILL LYNCH TRUST CO ONE FEDERAL STREET BOSTON MA 02134 INVESTMENT SVCS 1710606 Strategic Partners VIII LP 345 Park Avenue 12th Floor NEW YORK NY 10154 INVESTMENT SVCS 1277194 Mary Ann Morse at New Horizons 747 Water Street FRAMINGHAM MA 01701 Assisted Living 598988 3 SEE GENERAL EXPLANATION ATTACHMENT - CUMMINGS SCHOOL OF VETERINARY MEDICINE 87546442 SEE GENERAL EXPLANATION ATTACHMENT - NEW HORIZONS AT MARLBOROUGH 13105652 SEE GENERAL EXPLANATION ATTACHMENT - CHS, LLC AT ENDICOTT COLLEGE 12098499 SEE GENERAL EXPLANATION ATTACHMENT - NEW HORIZONS AT CHOATE 5032115 2079683750 6987471 543077681 2629748902 0 2629748902 39446234 2590302668 129515133 X 117756139 0 518781 0 0 118274920 2020 2019 2018 1990-04-27 X 129515133 114953729 85232250 74899506 404600618 110087863 97710670 72447413 63664580 343910526 118274920 98747853 91132818 92048897 400204488 22600 8823 117250 127495 276168 118252320 98739030 91015568 91921402 399928320 0 86343422 76635819 56821500 49933004 269733745 0 0 0 0 WILLIAM S CUMMINGS PATRICIA A CU JOYCE CUMMINGS AND JASON Z MORRIS NONE X ST CHARLES BORROMEO PARISH 280 MAIN STREET WOBURN MA 01801 N/A PC Community Welfare Program 5000 ALZHEIMER'S ASSOCIATION 309 WAVERLY OAKS RD WALTHAM MA 02452 N/A PC HEALTH RESEARCH AND PROGRAMS 2600 DANA-FARBER CANCER INSTITUTE 10 BROOKLINE PLACE WEST 6TH FL BROOKLINE MA 02445 N/A PC HEALTH RESEARCH AND PROGRAMS 10000 FRIENDS FOREVER 1 MORGAN WAY DURHAM NH 038243310 N/A PC LEADERSHIP PROGRAMS 1000 WINCHESTER SENIORS ASSOCIATION INC 109 SKILLINGS ROAD WINCHESTER MA 018902884 N/A PC ELDER SERVICES 1000 MEDFORD JINGLE BELL FESTIVAL 74 HIGH STREET MEDFORD MA 02155 N/A PC COMMUNITY HEALTHCARE PROGRAM 1000 WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE PO BOX 1005 WINCHESTER MA 01890 N/A PC EDUCATIONAL PROGRAMMING 1000 WINCHESTER PUBLIC LIBRARY 80 WASHINGTON STREET WINCHESTER MA 01890 N/A PC EDUCATIONAL PROGRAMMING 1000 Oneworld Boston Inc 200 WEST CUMMINGS PARK WOBURN MA 01801 PF TRANSFER WAS MADE FOR ENDOWMENT PURPOSES 37000000 37022600 SENIOR FACILITY REVENUE 20921309 HOME HEALTH CARE REVENUE 2381250 CUMMINGS HEALTH SCIENCES, LLC 94833047 14 19619383 16 75292 14 93002050 901101 3706919 18 73480843 VENDING INCOME 01 23404 FLOW-THROUGH PARTNERSHIP LOSSES 901101 -1022602 BOOK SALES INCOME 01 6552 2684317 186207524 118135606 307027447 1A PART OF THE PRIMARY EXEMPT PURPOSE OF CUMMINGS FOUNDATION IS TO OPERATE TWO NOT-FOR PROFIT RESIDENTIAL INDEPENDENT AND ASSISTED LIVING FACILITIES FOR SENIORS. SENIOR FACILITY REVENUE IS INCOME FROM THE OPERATION OF SUCH FACILITIES. 1B PART OF THE PRIMARY EXEMPT PURPOSE OF CUMMINGS FOUNDATION IS TO PROVIDE HOME HEALTH CARE TO SENIORS. HOME HEALTH CARE REVENUE IS INCOME FROM THE PROVISION OF SUCH CARE TO SENIORS. 1C CUMMINGS FOUNDATION ENTERED INTO A LONG-TERM AGREEMENT WITH TUFTS UNIVERSITY IN 2004 TO OPERATE ITS VETERINARY SCHOOL THROUGH A SUBSIDIARY CALLED Cummings Health Sciences, LLC (FKA Veterinary School at Tufts, LLC.) DURING THE TERM OF THE AGREEMENT, CUMMINGS FOUNDATION WILL CONTRIBUTE AT LEAST $50 MILLION TO SUPPORT THE RENAMED CUMMINGS SCHOOL OF VETERINARY MEDICINE. THE IRS ISSUED A PRIVATE LETTER RULING ON MAY 6, 2004, CONFIRMING THAT THE EXPENDITURES DIRECTED TO TUFTS UNIVERSITY AND THE EXPENSES CUMMINGS FOUNDATION INCURS IN OPERATING THE CUMMINGS SCHOOL CONSTITUTE QUALIFIED DISTRIBUTIONS DIRECTLY FOR THE ACTIVE CONDUCT OF CUMMINGS FOUNDATION'S EXEMPT PURPOSES. 1D Cummings Foundation, Inc. entered into a long-term agreement with Endicott College effective January 1, 2022, to operate the Cummings School of Nursing and Health Sciences (CSNHS) on Endicott College's campus through a subsidiary called Cummings Health Sciences, LLC (CHSL). The manner of operation of CSNHS by CHSL is virtually identical to CHSL's operation of Cummings School of Veterinary Medicine at Tufts University, approved in a letter ruling issued by the IRS on May 6, 2004. false false false false true false false false false 1b(3) 0 HEM REALTY INC SEE ATTACHED 1b(3) 0 NHC REALTY INC SEE ATTACHED true HEM REALTY INC 501(C)(2) A DIVISION OF CFI NHC REALTY INC 501(C)(2) A DIVISION OF CFI X X 1 William S Cummings 200 West Cummings Park Woburn MA 01801 3600000 X 2 Kevin Cummings 200 West Cummings Park Woburn MA 01801 130000 X 3 Knutrud Family Giving Fund 245 Summer Street BOSTON MA 02210 26000 X ACCOUNTING FEES 95186 48638 SUMMARY OF DIRECT CHARITABLE ACTIVITIES SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990-PF, PART VIII-A CUMMINGS SCHOOL OF VETERINARY MEDICINE - $87,546,442. CUMMINGS FOUNDATION ENTERED INTO A LONG-TERM AGREEMENT WITH TUFTS UNIVERSITY in 2004 TO OPERATE ITS VETERINARY SCHOOL THROUGH A SUBSIDIARY CALLED Cummings Health Sciences, LLC (FKA Veterinary School At Tufts, LLC). DURING THE TERM OF AGREEMENT, CUMMINGS FOUNDATION WILL CONTRIBUTE AT LEAST $50 MILLION TO SUPPORT THE RENAMED CUMMINGS SCHOOL OF VETERINARY MEDICINE. THE IRS ISSUED A LETTER RULING ON MAY 6, 2004, CONFIRMING THAT THE EXPENDITURES DIRECTED TO TUFTS UNIVERSITY AND THE EXPENSES CUMMINGS FOUNDATION INCURS IN OPERATING THE CUMMINGS SCHOOL CONSTITUTE QUALIFIED DISTRIBUTIONS DIRECTLY FOR THE ACTIVE CONDUCT OF CUMMINGS FOUNDATION'S EXEMPT PURPOSES. NEW HORIZONS AT MARLBOROUGH - $13,105,652. ESTABLISHED IN 1993 AND ACCOMMODATES APPROXIMATELY 500 RESIDENTS AT ITS MARLBOROUGH, MASSACHUSETTS CAMPUS. THE FACILITY HAS THE ABILITY TO ACCOMMODATE ACTIVE AND INDEPENDENT SENIORS, SENIORS REQUIRING ASSISTANCE WITH ACTIVITIES OF DAILY LIVING (ASSISTED LIVING RESIDENTS) AND SENIORS SUFFERING FROM ALZHEIMER'S DISEASE. Cummings School of Nursing and Health Sciences $12,098,499. Cummings Foundation, Inc. entered into a long-term agreement with Endicott College effective January 1, 2022, to operate the Cummings School of Nursing and Health Sciences (CSNHS) on Endicott College's campus through a subsidiary called Cummings Health Sciences, LLC (CHSL). During the term of the agreement and in accordance therewith, the building housing CSNHS is leased by CHSL, and CSNHS's revenues and expenses are accounted for by CHSL. The manner of operation of CSNHS by CHSL is virtually identical to CHSL's operation of Cummings School of Veterinary Medicine at Tufts University, approved in a letter ruling issued by the IRS on May 6, 2004. NEW HORIZONS AT CHOATE - $5,032,115. ESTABLISHED IN 1990 AND ACCOMMODATES 125 SENIORS. THE FACILITY IS LOCATED IN WOBURN, MA. FORMERLY THE CHOATE MEMORIAL HOSPITAL PROPERTY, THIS PROPERTY WAS CONVERTED TO A RETIREMENT COMMUNITY WHICH INCLUDES SUITES FOR INDEPENDENT LIVING AND ASSISTED LIVING UNITS. THE FACILITY HAS THE ABILITY TO ACCOMMODATE ACTIVE AND INDEPENDENT SENIORS, SENIORS REQUIRING ASSISTANCE WITH ACTIVITIES OF DAILY LIVING (ASSISTED LIVING RESIDENTS) AND SENIORS SUFFERING FROM ALZHEIMER'S DISEASE. DESCRIPTION OF RENTAL OF FACILITIES DESCRIPTION OF RENTAL OF FACILITIES FORM 990-PF, PART XVI, LINE 1D REPORTING ORGANIZATION HAS A DIVISION CALLED NEW HORIZONS AT MARLBOROUGH, LLC (EIN: 75-3031923) ("NHM"). NHM IS LESSEE OF REAL PROPERTY FROM HEM REALTY, INC. (EIN: 30-0553220) ("HEM REALTY"), WHICH IT USES IN OPERATIONS. HEM REALTY IS A 501(C)(2) TITLE HOLDING COMPANY THAT IS RELATED TO REPORTING ORGANIZATION. BECAUSE HEM REALTY HOLDS TITLE FOR REPORTING ORGANIZATION, AND CONSISTENT WITH ITS PURPOSES WOULD TURN OVER ANY RENT IT COLLECTS TO REPORTING ORGANIZATION, HEM REALTY WAIVES PAYMENT OF RENT FROM REPORTING ORGANIZATION'S DIVISION, NHM. REPORTING ORGANIZATION HAS A DIVISION CALLED NEW HORIZONS AT CHOATE, LLC (EIN: 75-3031909) ("NHC"). NHC IS LESSEE OF REAL PROPERTY FROM NHC REALTY, INC.(EIN: 30-0553218) ("NHC REALTY"), WHICH IT USES IN OPERATIONS. NHC REALTY IS A 501 (C)(2) TITLE HOLDING COMPANY THAT IS RELATED TO REPORTING ORGANIZATION. BECAUSE NHC REALTY HOLDS TITLE FOR REPORTING ORGANIZATION, AND CONSISTENT WITH ITS PURPOSES WOULD TURN OVER ANY RENT IT COLLECTS TO REPORTING ORGANIZATION, NHC REALTY WAIVES PAYMENT OF RENT FROM REPORTING ORGANIZATION'S DIVISION, NHC. 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