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RSM BOSTON FOUNDATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
RSM BOSTON FOUNDATION INC (EIN 46-4101902)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202103199349321015
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T15:23:16-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464101902EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RSM BOSTON FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRSMBBusinessNameControlTxt
Phone6179129000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line180 CITY SQUAREAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02129ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCOLLEEN BOYCEPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6179129000PhoneNum
Signature2021-11-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCOLLEENPersonFirstNm
Person LastBOYCEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCOLLEEN BOYCEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line180 CITY SQUAREAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02129ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$365,193GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressRSMBOSTONFOUNDATION.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2013FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE 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.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers3474TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$717,933PYContributionsGrantsAmt
CY Contributions Grants$340,666CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$176PYInvestmentIncomeAmt
CY Investment Income$172CYInvestmentIncomeAmt
PY Other Revenue-$21,092PYOtherRevenueAmt
CY Other Revenue-$10,520CYOtherRevenueAmt
PY Total Revenue$697,017PYTotalRevenueAmt
CY Total Revenue$330,318CYTotalRevenueAmt
PY Grants And Similar Paid$586,536PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$213,179CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$44,226CYTotalFundraisingExpenseAmt
PY Other Expenses$33,850PYOtherExpensesAmt
CY Other Expenses$54,225CYOtherExpensesAmt
PY Total Expenses$620,386PYTotalExpensesAmt
CY Total Expenses$267,404CYTotalExpensesAmt
PY Revenues Less Expenses$76,631PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$62,914CYRevenuesLessExpensesAmt
Total Assets BOY$555,640TotalAssetsBOYAmt
Total Assets EOY$388,995TotalAssetsEOYAmt
Total Liabilities BOY$229,560TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$326,080NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$388,995NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$213,179ExpenseAmt
Grant$213,179GrantAmt
DescRSM 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.Desc
Total Program Service Expenses$213,179TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COLLEEN BOYCEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6172411516PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line180 CITY SQUAREAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02129ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
COLLEEN BOYCE
EXECUTIVE DIRECTOR15.00Yes (X)Yes (X)$0$0$0
ANTHONY BOUCHER
TREASURER5.00Yes (X)Yes (X)$0$0$0
MOLLY GRIFFITHS
SECRETARY2.00Yes (X)Yes (X)$0$0$0
BRAD ANDERSON
DIRECTOR1.00Yes (X)$0$0$0
NEIL BLICHER
DIRECTOR1.00Yes (X)$0$0$0
MAGGIE BERKELEY
DIRECTOR4.00Yes (X)$0$0$0
GAIL FAVREAU
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL FERRARO
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL FORASTE
DIRECTOR4.00Yes (X)$0$0$0
ROB FRATTASIO
DIRECTOR1.00Yes (X)$0$0$0
JOHN GERACI
DIRECTOR1.00Yes (X)$0$0$0
KARIN GILMARTIN
DIRECTOR1.00Yes (X)$0$0$0
JOE GOLDBERG
DIRECTOR1.00Yes (X)$0$0$0
SARAH GOSCINAK
DIRECTOR4.00Yes (X)$0$0$0
MADISON MCCABE
DIRECTOR2.00Yes (X)$0$0$0
ROBERT MCDONALD
DIRECTOR1.00Yes (X)$0$0$0
CHRISTOPHER MACKENZIE
DIRECTOR2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$2,980FundraisingAmt
All Other Contributions$337,686AllOtherContributionsAmt
Noncash Contributions$34,875NoncashContributionsAmt
Total Contributions$340,666TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$172TotalRevenueColumnAmt
Exclusion$172ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$24,355FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$2,980ContriRptFundraisingEventAmt
Fundraising Direct Expenses$34,875FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$10,520TotalRevenueColumnAmt
Exclusion-$10,520ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$330,318TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$10,348ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$213,179TotalAmt
Program Services$213,179ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,595TotalAmt
Management And General$9,595ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,397TotalAmt
Fundraising$5,397FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
VOLUNTEERING EVENTS EXP$21,084$21,084
FUNDRAISING AND EVENT E$17,745$17,745
BANK SERVICE CHARGE$404$404

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$267,404TotalAmt
Program Services$213,179ProgramServicesAmt
Management And General$9,999ManagementAndGeneralAmt
Fundraising$44,226FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$299,715BOYAmt
EOY$211,438EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$176,177BOYAmt
EOY$126,349EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$79,748BOYAmt
EOY$51,208EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$555,640BOYAmt
EOY$388,995EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$229,560BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$229,560BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$326,080BOYAmt
EOY$388,995EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$326,080BOYAmt
EOY$388,995EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$555,640BOYAmt
EOY$388,995EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$62,914ReconcilationRevenueExpnssAmt
Prior Period Adjustments$1PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$363,115CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$486,172CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$436,994CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$717,933CurrentTaxYearMinus1YearAmt
Current Tax Year$340,666CurrentTaxYearAmt
Total$2,344,880TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$363,115CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$486,172CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$436,994CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$717,933CurrentTaxYearMinus1YearAmt
Current Tax Year$340,666CurrentTaxYearAmt
Total$2,344,880TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$2,344,880PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$69CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,150CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$176CurrentTaxYearMinus1YearAmt
Current Tax Year$172CurrentTaxYearAmt
Total$1,568TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$79,665CurrentTaxYearMinus1YearAmt
Current Tax Year$24,355CurrentTaxYearAmt
Total$104,020TotalAmt
FieldValueIRS element (for citing)
Total Support$2,450,468TotalSupportAmt
Public Support CY1700.95690PublicSupportCY170Pct
Public Support PY1700.96570PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$344,318TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$14,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$14,000RevenueNotReportedAmt
Revenue Subtotal$330,318RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$330,318TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$281,404TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$14,000DonatedServicesUseFcltsAmt
Expenses Not Reported$14,000ExpensesNotReportedAmt
Expenses Subtotal$267,404ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$267,404TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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, 2020. 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.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BFL AUCTION EVENTEvent1Nm
Gross Receipts Event1$27,335GrossReceiptsEvent1Amt
Charitable Contri Event1$2,980CharitableContriEvent1Amt
Gross Revenue Event1$24,355GrossRevenueEvent1Amt
Non Cash Prizes Event1$34,875NonCashPrizesEvent1Amt
Other Events Total8OtherEventsTotalCnt
Gross Receipts Total$27,335GrossReceiptsTotalAmt
Charitable Contributions Tot$2,980CharitableContributionsTotAmt
Gross Revenue Total Events$24,355GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$34,875NonCashPrizesTotalEventsAmt
Direct Expense Summary Events$34,875DirectExpenseSummaryEventsAmt
Net Income Summary-$10,520NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (11 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BOSTON CHARITABLE TRUST FUND
CITY OF BOSTON TRUST OFFICE BOSTONCITY HALL NO M-5BOSTONMA02201046528581501(C)(3)$32,500GENERAL OPERATIONS
HARVARD-KENT LEADERSHIP & SCHOLARSHIP PARTNERSHIP INC
PO BOX 290092CHARLESTOWNMA02129432101599501(C)(3)$7,500GENERAL OPERATIONS
MASSACHUSETTS SOCIETY OF CPA'S INC
105 CHAUNCY STREET 10TH FLRBOSTONMA02111042055313501(C)(6)$11,150GENERAL OPERATIONS
MISSIONSAFE A NEW BEGINNING INC
PO BOX 201060ROXBURYMA02120043457195501(C)(3)$6,000GENERAL OPERATIONS
MORGAN MEMORIAL GOODWILL INDUSTRIES INC
1010 HARRISON AVENUEBOSTONMA02119042106765501(C)(3)$7,000GENERAL OPERATIONS
JUNIOR ACHIEVEMENT OF NORTHERN NEW ENGLAND
209 BURLINGTON ROAD NO 211BEDFORDMA01730042127020501(C)(3)$5,405GENERAL OPERATIONS
THE RED SOX FOUNDATION INC
4 JERSEY STREETBOSTONMA02215331007984501(C)(3)$10,000GENERAL OPERATIONS
THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER INC
PO BOX 127BOSTONMA02127043027900501(C)(3)$5,500GENERAL OPERATIONS
SPECIAL OLYMPICS MASSACHUSETTS
512 FOREST STREETMARLBOROUGHMA01752237242294501(C)(3)$16,737GENERAL OPERATIONS
THE FRANCIS OUIMENT SCHOLARSHIP FUND INC
300 ARNOLD PALMER BOULEVARDNORTONMA02766042234126501(C)(3)$10,000GENERAL OPERATIONS
THE KENNEDY CENTER INC
2440 RESERVOIR AVENUETRUMBULLCT06611060709295501(C)(3)$14,500GENERAL OPERATIONS
FieldValueIRS element (for citing)
Total501c3 Org11Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescAUCTION ITEMSDesc
Contribution86ContributionCnt
Noncash Contributions Rpt F990$34,875NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationNUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF DONATED ITEMS/GIFTS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 (GREATER BOSTON FOOD BANK, CRADLES TO CRAYONS, ROSIE'S PLACE, MISSION SAFE, GOODWILL), ASSIST WITH FUNDRAISING EVENTS FOR OTHER LOCAL NONPROFITS (SPECIAL OLYMPICS, HOME BASE, RED SOX FOUNDATION), RUN RACES TO RAISE FUNDS FOR OTHER NONPROFITS (CORPORATE CHALLENGE, JOLLY JAUNT, RACE TO HOME PLATE), SPONSOR HOLIDAY EVENTS FOR LOCAL CHILDREN IN NEED (WISHING WONDERLAND) AND HELP TO BUILD HOMES (HABITAT), REPAIR FACILITIES (CARDINAL CUSHING CENTER), TALLY FUNDS (MARCH OF DIMES), EDUCATE YOUNG ADULTS (JUNIOR ACHIEVEMENT), AND VOLUNTEER AT VARIOUS ORGANIZATIONS INCLUDING, 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 11BTHE 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 12CEACH 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 19FINANCIAL 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.

Schedule R IRS990ScheduleR

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 S WACKER DR SUITE 800AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
EIN420714325EIN
Primary ActivitiesPUBLIC ACCOUNTINGPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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