2022-11-14T08:30:02-06:00 2022-06-30 833019782 STONE & COMPANY LLC 57 BEDFORD ST STE 225 LEXINGTON MA 024204443 990 2021-07-01 042525467 THE LEARNING PROJECT INC LEAR 6172668427 107 MARLBOROUGH STREET BOSTON MA 02116 JUSTIN HAJJ HEAD OF SCHOOL 6172668427 2022-11-08 1 JUSTIN HAJJ XXX-XX-XXXX PHIL ROSENBLATT P01221678 7818636300 2022-11-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JUSTIN HAJJ 107 MARLBOROUGH STREET BOSTON MA 02116 3880639 0 X LEARNINGPROJECT.ORG X 1973 MA EDUCATIONAL INSTRUCTION GRADES K-6. 21 21 41 60 0 0 781608 808826 2775603 3035406 974 1909 7263 268 3565448 3846409 467560 518580 0 0 2516602 2449099 0 0 121682 653935 549875 3638097 3517554 -72649 328855 16219488 14926258 1218701 1272837 15000787 13653421 EDUCATIONAL INSTRUCTION GRADES K-6 0 0 2639465 518580 3026545 ELEMENTARY SCHOOL PROGRAMS FOR APPROXIMATELY 120 STUDENTS IN GRADES K-6. THE SCHOOL HAS HIGH ACADEMIC EXPECTATIONS, BROAD DIVERSITY AND A STRONG SENSE OF COMMUNITY. 2639465 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 41 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X AMANDA YIP 6172668427 107 MARLBOROUGH STREET BOSTON MA 02116 JUSTIN HAJJ HEAD OF SCHOOL 40.00 X X 203380 0 32596 ABNER LOUISSAINT TRUSTEE PARENT MEMBER 2.00 X 0 0 0 ALEXANDRA DELAITE TRUSTEE PARENT MEMBER 2.00 X 0 0 0 CARL PRINDLE TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 CAROLINE BUTTNER TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 CATHERINE BORDON TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 EBEN PIGREE TRUSTEE PARENT MEMBER 2.00 X 0 0 0 GARRET HATTON TRUSTEE ALUMNI MEMBER 2.00 X 0 0 0 GINGER DAGLI TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 ISABELLA ALLEN TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 JAMIE HAYHURST CLERK / TRUSTEE PARENT MEMBER 2.00 X X 0 0 0 JOE LU TRUSTEE PARENT MEMBER 2.00 X 0 0 0 KAYRON WRIGHT TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 LINDA SEELEY CHAIR 2.00 X X 0 0 0 LOUIS TOMPROS TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 MAR WAGNER TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 MONICA SHAH TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 PAT BENZIE TREASURER 2.00 X X 0 0 0 PAUL GAMBLE TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 RICK BOROVOY TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 WILL CRAWFORD TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 WILL MURPHY TRUSTEE MEMBER AT LARGE 2.00 X 0 0 0 AMANDA YIP DIRECTOR OF FINANCE AND OP 40.00 X 113384 0 6087 316764 0 38683 2 0 1 0 0 9750 799076 808826 TUITION 611710 3026545 3026545 MISCELLANEOUS 900099 7041 7041 APPLICATION FEES 611710 1820 1820 3035406 1909 1909 34498 9750 34230 268 268 3846409 3035406 0 2177 518580 518580 369597 98794 221406 49397 1684399 1437833 193749 52817 100821 86491 11689 2641 145591 128208 13575 3808 148691 112545 29115 7031 44430 8836 35594 43779 43779 92141 9346 82795 12690 9782 2908 36688 36688 53826 43176 10650 32165 7262 24449 454 REPAIR AND MAINTENANCE 76245 61036 15209 0 EQUIPMENT, SUPPLIES & T 37661 33717 3944 PRINTING & PUBLICATIONS 35033 2883 26616 5534 UTILITIES 20176 16141 4035 0 65041 28147 36894 3517554 2639465 756407 121682 766794 860514 344755 877376 367680 222763 57009 50642 1875302 1277364 646708 597938 14036542 12317025 16219488 14926258 280301 310221 938400 962616 1218701 1272837 X 12669105 11513987 2331682 2139434 15000787 13653421 16219488 14926258 328855 -1676221 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 0 PART II-B, LINE 1: THE SCHOOL BELONGS TO MEMBER ORGANIZATIONS, WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. SOME PORTION OF MEMBERSHIP DUES MAY BE UTILIZED FOR LOBBYING ACTIVITIES. 0 8618041 169576 -1120844 105500 7561273 6652565 58267 1998393 91184 8618041 6543282 53350 81413 25480 6652565 5995480 62600 508650 23448 6543282 6512520 35600 529314 1081954 5995480 0.81260 0.07470 0.11270 0 0 1386553 803923 582630 310997 306665 4332 117151 107743 9408 60601 59033 1568 597938 POOLED EQUITY AND FIXED INCOME FUNDS 11727784 F GOVERNMENT MONEY MARKET FUND 589241 F 12317025 X 1642059 -1676221 34230 -1641991 3284050 43779 518580 562359 3846409 2989425 34230 34230 2955195 43779 518580 562359 3517554 PART X, LINE 2: THE SCHOOL ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE SCHOOL HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION; HOWEVER, THE SCHOOL HAS DETERMINED THAT SUCH A TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE SCHOOL IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE SCHOOL'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDED JUNE 30,2018, 2019, 2020 AND 2021 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THE RETURNS ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 34,230. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 518,580. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 34,230. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 518,580. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THESE STATEMENTS ARE STATED ON THE SCHOOL'S WEBSITE. SPRING EVENT 33343 9750 23593 27563 BOOK FAIR 7578 7578 685 2 3327 3327 5982 44248 9750 34498 34230 34230 268 1 UNICEF 125 MAIDEN LANE NEW YORK NY 10038 131760110 5706 0 RAISED FROM STUDENTS TRICK OR TREATING, READ A THON, AND COIN DRIVE TO SUPPORT UNICEF IN ITS MISSION TO HELP CHILDREN AROUND THE WORLD CHARLESGATE ALLIANCE 350 JAMAICA WAY BOSTON MA 02130 043414988 9000 0 STUDENTS READ A THON FUNDRAISING FOR "NEW TREES FOR CHARLESGATE" TO PLANT 3 NEW TREES AND REVITALIZE THAT SECTION OF OUR NEIGHBORHOOD. TUITION ASSISTANCE OR SCHOLARSHIP AWARDS. 518580 FAIR MARKET VALUE OF PUBLISHED TUITION RATES TUITION ASSISTANCE AND SCHOLARSHIP AWARDS. PART I, LINE 2: THE LEARNING PROJECT USES SCHOOL & STUDENT SERVICES (SSS) BY COMMUNITY BRANDS HEADQUARTERED IN PETERSBURG, FL TO PROCESS ALL TUITION ASSISTANCE APPLICATIONS. SSS THEN SENDS THEIR EVALUATION AND A TUITION ASSISTANCE COMMITTEE OF THE LEARNING PROJECT BOARD OF TRUSTEES MAKES THE FINAL RECOMMENDATION. TUITION ASSISTANCE GRANTS ARE BASED ON THE ASSESSMENT OF NEED AND ON FUNDS AVAILABLE. X X X X X 0 0 0 0 0 0 0 0 0 JUSTIN HAJJ HEAD OF SCHOOL 203380 0 0 0 0 0 0 0 32596 0 235976 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE LEARNING PROJECT IS A MEMBERSHIP ORGANIZATION, THE MEMBERS OF THE BOARD OF TRUSTEES THEN IN OFFICE SHALL BE THE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD OF TRUSTEES THEN IN OFFICE SHALL BE THE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PRESENTED TO THE GOVERNING BODY FOR COMMENTS AND QUESTIONS BEFORE THE RETURN WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C UPON ELECTION TO THE BOARD, AND ANNUALLY THEREAFTER DURING HIS OR HER TERM, EACH TRUSTEE COMPLETES A CONFLICT OF INTEREST POLICY STATEMENT. EACH COMPLETED STATEMENT IS REVIEWED AND RETAINED BY THE BOARD TO ENSURE COMPLIANCE WITH THIS POLICY'S RESTRAINTS ON PARTICIPATION. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD'S REVIEW AND COMPENSATION COMMITTEE CONDUCTS A PERFORMANCE REVIEW WITH THE HEAD OF SCHOOL, REVIEWS DATA ON THE COMPENSATION OF HEADS OF COMPARABLE INDEPENDENT SCHOOLS IN MASSACHUSETTS, AND REPORTS ITS FINDINGS TO THE FULL BOARD WITH A RECOMMENDED COMPENSATION FOR THE HEAD. MINUTES OF THE MEETINGS ARE RETAINED. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ONLINE FOR VIEWING AT WWW.GUIDESTAR.ORG, A WEBSITE USED TO RATE NON-PROFITS FOR POTENTIAL DONORS. THE ORGANIZATIONS FINANCIAL STATEMENTS ARE ALSO AVAILABLE THROUGH THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION OF PUBLIC CHARITIES WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ONLINE FOR VIEWING AT WWW.GUIDESTAR.ORG, A WEBSITE USED TO RATE NON-PROFITS FOR POTENTIAL DONORS. THE ORGANIZATIONS FINANCIAL STATEMENTS ARE ALSO AVAILABLE THROUGH THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION OF PUBLIC CHARITIES WEBSITE.