2022-11-14T14:19:49-06:00 2021-12-31 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990 2021-01-01 043567369 THE MARK WAHLBERG YOUTH FOUNDATION INC MARK 6174541125 75 SECOND AVE 411 NEEDHAM MA 02494 MARK WAHLBERG PRESIDENT 6174541125 2022-11-14 1 MARK WAHLBERG 999009999 EUGENE BORGONZI P01269879 6172276161 2022-11-11 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MARK WAHLBERG 75 SECOND AVE 411 NEEDHAM MA 02494 1114263 0 X WWW.MW-YF.ORG X 2001 MA TO PROVIDE ASSISTANCE TO YOUTH WHO ARE POOR OR UNDERPRIVELEGED. 10 8 2 30 0 0 1126986 1113649 0 0 1568 614 0 0 1128554 1114263 884327 587724 0 0 145936 137465 0 0 71045 30666 31060 1060929 756249 67625 358014 981802 1341201 23375 24760 958427 1316441 X THE MISSION OF THE MARK WAHLBERG YOUTH FOUNDATION IS TO ASSIST YOUTH TO ENSURE THAT NO CHILD IS LIMITED OR PREVENTED FROM ATTAINING THEIR LIFETIME GOAL OR DREAM DUE TO FINANCIAL CIRCUMSTANCES. 0 0 251938 237724 0 YOUTH SUPPORT AND SUMMER CAMP PROGRAMS: SINCE 2004, THE MWYF PROVIDES GRANTS TO ORGANIZATIONS WHO RUN CAMPS SUCH AS "CAMP NORTHBOUND", A ONE-WEEK RECREATIONAL SUMMER CAMP IN BRIDGESTONE, ME. THE CAMP SERVES 150 YOUTH EACH YEAR FROM BOSTON, AND ALSO ENGAGES ALUMNI CAMPERS, HIRING THEM AS JUNIOR COUNSELORS FOR THE WEEK. THE MWYF ALSO PROVIDES GRANTS TO MOVING MOUNTAINS, AN ORGANIZATION THAT USES ART EDUCATION TO EMPOWER YOUNG PEOPLE TO MAKE WISE CHOICES AND OVERCOME ADVERSITY. THE MWYF ALSO HOSTS AN ANNUAL HOLIDAY PARTY AND GIFT GIVEAWAY FOR MORE THAN 250 UNDERSERVED YOUTH. 74185 70000 0 HEALTH/MEDICAL/SUBSTANCE ABUSE/ADVOCACY: THE MWYF SUPPORTS FAMILIES, WOMEN, CHILDREN, AND TEENS BATTLING LIFE THREATENING DISEASES AND MEDICAL ISSUES INCLUDING CANCER, HOMICIDE, SUBSTANCE ABUSE, AND MORE. THE MWYF SUPPORTS THE GAVIN FOUNDATION IN BOSTON, MASS. WHICH PROVIDES SUPPORT FOR THOSE STRUGGLING WITH SUBSTANCE USE DISORDER AND THEIR FAMILIES, ALONG WITH EDUCATIONAL PROGRAMMING AND YOUTH SUBSTANCE USE PREVENTION INITIATIVES. IN ADDITION, THE MWYF SUPPORTS THE LOUIS D. BROWN PEACE INSTITUTE, AN ORGANIZATION THAT SERVES AS A CENTER OF HEALING, TEACHING, AND LEARNING FOR FAMILIES AND COMMUNITIES IMPACTED BY MURDER, TRAUMA, GRIEF AND LOSS. 296743 280000 0 SCHOOL SUPPORT AND AFTER-SCHOOL PROGRAMS-THE MWYF IS COMMITTED TO GIVING YOUNG PEOPLE EQUAL ACCESS TO EDUCATION, INCLUDING BUT NOT LIMITED TO, GRANTS WHICH SUPPORT SCHOOL ARTS PROGRAMS, COMPUTER LABS AND EDUCATIONAL SCHOLARSHIPS. THE MWYF SUPPORTS MANY PROGRAMS INCLUDING THE BOSTON ARTS ACADEMY, NATIONAL DANCE INSTITUTE, CRE OUTREACH AND THE LENOX HILL NEIGHBORHOOD HOUSE. SCHOOL SUPPORT AND AFTER-SCHOOL PROGRAMS-THE MWYF IS COMMITTED TO GIVING YOUNG PEOPLE EQUAL ACCESS TO EDUCATION, INCLUDING BUT NOT LIMITED TO, GRANTS WHICH SUPPORT SCHOOL ARTS PROGRAMS, COMPUTER LABS AND EDUCATIONAL SCHOLARSHIPS. THE MWYF SUPPORTS MANY PROGRAMS INCLUDING THE BOSTON ARTS ACADEMY, NATIONAL DANCE INSTITUTE, CRE OUTREACH AND THE LENOX HILL NEIGHBORHOOD HOUSE. 622866 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 8 1 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 MA X X ROSE L CORTINA 6174541125 75 SECOND AVE SUITE 411 NEEDHAM MA 02494 MARK WAHLBERG PRES, TREAS, SECR, DIR 2.00 X X 0 0 0 JAMES WAHLBERG EXECUTIVE DIRECTOR/DIRECTOR 40.00 X X 75000 0 12730 MICHAEL JOYCE DIRECTOR 5.00 X 0 0 0 ROBERT SCANNELL JR DIRECTOR 5.00 X 0 0 0 STEPHEN LEVINSON DIRECTOR 5.00 X 0 0 0 SHEILA JAFFE DIRECTOR 5.00 X 0 0 0 ROSE CORTINA DIRECTOR 5.00 X 0 0 0 MICHAEL DONKIS DIRECTOR 5.00 X 0 0 0 JASON SLOANE ESQ DIRECTOR 5.00 X 0 0 0 MIKE ROTONDI DIRECTOR 5.00 X 0 0 0 75000 0 12730 0 0 0 0 0 1113649 63259 1113649 614 614 1114263 0 0 614 587724 587724 87729 21932 21932 43865 40000 10000 10000 20000 9736 2434 2434 4868 16300 16300 8000 763 5711 1526 2427 2258 169 643 13 13 617 2986 2986 FILING AND REGISTRATION 704 704 756249 622866 62338 71045 586445 864742 344624 345238 50733 131221 4671 4671 0 0 981802 1341201 23375 24760 23375 24760 X 778427 1020441 180000 296000 958427 1316441 981802 1341201 358014 0 X X 0 1 X 1 0 X 1996366 1301411 1408573 1126986 1113649 6946985 1996366 1301411 1408573 1126986 1113649 6946985 4931995 2014990 471 1867 3038 1568 614 7558 6954543 0.28970 0.28310 X THE ORGANIZATION MEETS THE FACTS AND CIRCUMSTANCES TEST AS FOLLOWS:THE PUBLIC SUPPORT PERCENTAGE FOR THE CURRENT AND PRIOR YEAR (2021 & 2020) IS WELL ABOVE 10%, AT 28.88% AND 28.31%, RESPECTIVELY. THE ORGANIZATION INCREASED IT'S PUBLIC SUPPORT PERCENTAGE FROM 2020 BY .57%. THE ORGANIZATION HAD A PERCENTAGE OF 30.77 IN 2019 AND EXCEEDED THE 33 1/3% PUBLIC SUPPORT TEST IN 2016-2018 WITH PERCENTAGES AS FOLLOWS:2016: 46.83%2017: 49.91%2018: 37.37%FUNDRAISING FOR THE ORGANIZATION IS CARRIED OUT PRIMARILY BY THE EXECUTIVE DIRECTOR, WHO LEVERAGES THE FOUNDER'S CONNECTIONS WITH HIGH NET WORTH INDIVIDUALS OR PEOPLE WITH INFLUENCE AT CORPORATIONS OR FOUNDATIONS. THE FOUNDER IS A CELEBRITY WHO HAS CONTACT WITH THESE POTENTIAL DONORS.THE ORGANIZATION RECEIVED CONTRIBUTIONS FROM APPROXIMATELY 25 DONORS IN 2021, AND APPROXIMATELY 34 DONORS IN 2020. THE NUMBER OF DONORS IN 2021 WAS FEWER THAN NORMAL DUE TO THE COVID-19 PANDEMIC. HOWEVER, ONE LARGE DONOR EACH YEAR REPRESENTS A MAJOR PORTION OF THE EXCESS CONTRIBUTIONS OVER 2% OF THE AMOUNT ON LINE 11F OF SCHEDULE A PART II. THIS DONOR IS A LARGE BANK THAT HOLDS AN EVENT EACH YEAR WHERE THEIR BROKERS VOLUNTEER TO DONATE THE COMMISSIONS RECEIVED ON THAT DAY TO THE ORGANIZATION. THE BANK HANDLES THE CALCULATION AND REMITS THE DONATION TO THE ORGANIZATION, BUT IN REALITY, THIS DONATION IS REALLY MADE BY MANY INDIVIDUALS. IF THIS ONE DONATION WAS NOT INCLUDED IN THE EXCESS CONTRIBUTIONS CALCULATION, THE ORGANIZATION WOULD LIKELY HAVE A PUBLIC SUPPORT PERCENTAGE IN EXCESS OF 33 1/3%. THE ORGANIZATION'S BOARD IS COMPOSED OF INDIVIDUALS WITH A VARIETY OF BACKGROUNDS INCLUDING A CERTIFIED PUBLIC ACCOUNTANT, AN ATTORNEY AND OTHERS WHO WORK WITH OR SERVE ON THE BOARDS OF CHILDREN'S CHARITIES WHICH PROVIDES A VARIETY OF EXPERIENCE IN GUIDING THE ORGANIZATION IN ACHIEVING ITS MISSION.THE ORGANIZATION'S PRIMARY EXPENSE IS FROM GRANTS TO CHARITIES THROUGHOUT THE COUNTRY THAT ALIGN WITH THE ORGANIZATION'S MISSION TO ASSIST YOUTH. THE ORGANIZATION'S EMPLOYEES HAVE NOT RECEIVED INCREASES IN THEIR SALARIES IN MANY YEARS AND OTHER EXPENSES ARE KEPT TO A MINIMUM. CERTAIN SERVICES ARE RECEIVED IN-KIND THEREBY ALLOWING THE ORGANIZATION TO MAXIMIZE THE AMOUNT OF GRANTS IT MAKES. THE ORGANIZATION MADE GRANTS TO 41 CHARITIES IN 2021 AND 18 IN 2020. THE AMOUNT AND NUMBER OF CHARITIES CAN VARY FROM YEAR TO YEAR DEPENDING ON THE TIMING OF GRANT APPROVAL BY THE BOARD OF DIRECTORS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4671 4671 0 0 1126863 12600 12600 1114263 0 1114263 768849 12600 12600 756249 0 756249 1 BOSTON ARTS ACADEMY FOUNDATION INC 174 IPSWICH STREET BOSTON MA 02215 043454898 501(C)(3) 10000 0 N/A N/A COLLEGE-PREP PUBLIC HS FOR THE VISUAL AND PERFORMING ARTS TO LOW-INCOME STUDENTS. BOYS & GIRLS CLUB OF DORCHESTER 1135 DORCHESTER AVE DORCHESTER MA 02125 237076465 501(C)(3) 77839 11261 COMPARABLE SALES DUFFEL BAGS OF CLOTHING SEND MEMBERS OF THE DORCHESTER BOYS & GIRLS CLUB TO SUMMER CAMP. CRE OUTREACH FOUNDATION 11777 SAN VINCENTE BLVD SUITE 502 LOS ANGELES CA 90049 261127320 501(C)(3) 10000 0 N/A N/A CLASSES TO AT RISK YOUTH IN MUSIC PRODUCTION AND DJ AND PODCASTING WORKSHOPS. FELIX ORGANIZATION - ADOPTEES FOR CHILDREN INC 43 OYSTER BAY ROAD LOCUST VALLEY NY 11560 204413828 501(C)(3) 15000 0 N/A N/A GUIDANCE AND SUPPORT TO FOSTER CARE AND AT RISK CHILDREN. LOUIS D BROWN PEACE INSTITUTE CORP 15 CHRISTOPHER STREET DORCHESTER MA 02122 263068254 501(C)(3) 10000 0 N/A N/A PROMOTING PEACE IN THE CITY OF BOSTON. OPPORTUNITY NETWORK 85 BROAD STREET NEW YORK NY 10004 431984494 501(C)(3) 25000 0 N/A N/A OFFERING COLLEGE PREPARNESS COURSES FOR LOW-INCOME YOUTH. MOVING MOUNTAINS INC 195 PLYMOUTH STREET SUITE 4-4 BROOKLYN NY 11201 261407568 501(C)(3) 10000 0 N/A N/A PROVIDING THE YOUTH OF NYC A SAFE ALTERNATIVE TO THE STREETS. MW FUND INC 2 BRADLEE ROAD MARBLEHEAD MA 019452625 830743255 501(C)(3) 10000 0 N/A N/A PROVIDES FINANCIAL SUPPORT FOR PEOPLE WITH SPINAL CORD INJURIES IN NEED OF SPECIALIZED REHAB NOT COVERED BY INSURANCE. RODMAN RIDE FOR KIDS 10 LINCOLN ROAD 208 FOXBOROUGH MA 02035 043329283 501(C)(3) 150000 0 N/A N/A OFFERING EDUCATIONAL PROGRAMS AND LIFE GUIDANCE TO THE YOUTH OF BROCKTON, MA. SOLES 4 SOULS 319 MARTINGDALE DRIVE OLD HICKORY TN 37138 204023482 501(C)(3) 25000 0 N/A N/A PROVIDING CLOTHING TO CHILDREN AGES 4-18. BOYS & GIRLS CLUB OF GREATER MILWAUKEE 1558 N 6TH STREET MILWAUKEE WI 53212 390806292 501(C)(3) 10000 0 N/A N/A OFFERING EDUCATIONAL PROGRAMS AND LIFE GUIDANCE TO THE YOUTH OF MILWAUKEE, WI. CATROCK VENTURES INC 2876 CLAFLIN AVENUE THE BRONX NY 10468 825316828 501(C)(3) 25000 0 N/A N/A TO EMPOWER STUDENTS TO REACH THEIR LEADERSHIP POTENTIAL THROUGH A 6 MONTH ADVENTURE ED. PROGRAM. OJ ANDERSON SCHOLARSHIP FOUNDATION INC 74 PARK TERRACE CALDWELL NJ 07006 812855416 501(C)(3) 7500 0 N/A N/A ORGANIZES FUNDRAISERS AND COMMUNITY-BUILDING EVENTS TO FOCUS ON HELPING IMPOVERISHED AND UNDERPRIVILEGED COMMUNITIES. DISCOVER OUTDOORS FOUNDATION INC 154 GRAND STREET NEW YORK NY 10013 462566495 501(C)(3) 25000 0 N/A N/A PROVIDES EDUCATIONAL AND FUN OUTDOOR EXPERIENCE TO KIDS WHO ARE IN NEED. FIVER FOUNDATION INC 519 8TH AVE 24TH FLOOR NEW YORK CITY NY 10018 133993633 501(C)(3) 25000 0 N/A N/A PROVIDES AFTER SCHOOL AND SUMMER PROGRAMS THAT COMMIT TO UNDERSERVED CHILDREN IN NYC. NATIONAL DANCE INSTITUTE INC 217 WEST 147TH STREET NEW YORK NY 10039 132890779 501(C)(3) 10000 0 N/A N/A PROVIDING IN-SCHOOL DANCE AND MUSIC PROGRAMS TO NYC PUBLIC SCHOOLS LENOX HILL NEIGHBORHOOD HOUSE 331 E 70TH STREET NEW YORK NY 10021 131628180 501(C)(3) 25000 0 N/A N/A PROVIDING EARLY CHILDHOOD EDUCATION AND SOCIAL SERVICES TO LOW INCOME FAMILIES IN NY 17 0 JAMES WAHLBERG FAMILY MEMBER OF MARK WAHLBERG, PRESIDENT 87730 SALARY & BENEFITS PAID AS THE ORGANIZATION'S EXECUTIVE DIRECTOR 0 X 63259 SALE OF COMPARABLES 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 MARK WAHLBERG AND JAMES WAHLBERG HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE BOARD OF DIRECTORS ARE MEMBERS THAT HAVE THE RIGHT TO VOTE ON GRANT PROPOSALS. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS MUST VOTE ON NEW MEMBERS FOR THE GOVERNING BODY. THE NUMBER OF DIRECTORS MAY BE INCREASED OR DECREASED AT ANY TIME OR FROM TIME TO TIME BY THE MEMBERS FORM 990, PART VI, SECTION A, LINE 7B EACH MEMBER SHALL BE ENTITLED TO VOTE ON ALL MATTERS COMING BEFORE THE MEMBERS. THE MEMBERS MAY INCREASE AND DECREASE THE NUMBER OF MEMBERS AND MAY APPOINT ADDITIONAL MEMBERS AT ANY SPECIAL MEETING, BY A VOTE OF A MAJORITY OF THE MEMBERS ENTITLED TO VOTE. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY SELECT BOARD MEMBERS FAMILIAR WITH FINANCIAL RECORDS OF THE FOUNDATION. IN ADDITION, ALL DIRECTORS WERE PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO FILING AND INVITED TO COMMENT. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY IN PLACE. THE POLICY IS DISTRIBUTED ANNUALLY TO OFFICERS, DIRECTORS, AND BOARD MEMBERS TO SIGN A DOCUMENT THAT STATES THEY RECEIVED, AGREE TO, AND WILL COMPLY WITH THE POLICY. PERIODIC REVIEWS ARE DONE TO ENSURE ADHERANCE TO THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 TWO EMPLOYEES ARE PAID ANNUAL COMPENSATION. THE COMPENSATION IS REVIEWED, VOTED AND APPROVED BY THE BOARD OF DIRECTORS. ANY INCREASES IN COMPENSATION ARE VOTED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE THROUGH THE STATE ATTORNEY GENERAL'S OFFICE WEBSITE AND GUIDESTAR.ORG OR UPON SPECIFIC REQUEST TO THE EXECUTIVE DIRECTOR OF THE FOUNDATION. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON SPECIFIC REQUEST TO THE EXECUTIVE DIRECTOR OF THE FOUNDATION. FORM 990, PART XII, LINE 2C THERE IS NO FORMAL AUDIT COMMITTEE; AN EXECUTIVE COMMITTEE OF FOUR BOARD MEMBERS OVERSEES AND ASSUMES RESPONSIBILITY OF THE AUDIT OF THE FINANCIAL STATEMENTS. THE BOARD OF DIRECTORS APPROVES THE SELECTION OF AN INDEPENDENT ACCOUNTING FIRM EACH YEAR.