2021-11-15T15:23:16-06:00 2020-12-31 990 2020-01-01 464101902 RSM BOSTON FOUNDATION INC RSMB 6179129000 80 CITY SQUARE BOSTON MA 02129 COLLEEN BOYCE EXECUTIVE DIRECTOR 6179129000 2021-11-15 COLLEEN BOYCE 999009999 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z COLLEEN BOYCE 80 CITY SQUARE BOSTON MA 02129 365193 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. 16 16 0 3474 0 0 717933 340666 0 0 176 172 -21092 -10520 697017 330318 586536 213179 0 0 0 0 0 0 44226 33850 54225 620386 267404 76631 62914 555640 388995 229560 0 326080 388995 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 213179 213179 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. 213179 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X COLLEEN BOYCE 6172411516 80 CITY SQUARE BOSTON MA 02129 X COLLEEN BOYCE EXECUTIVE DIRECTOR 15.00 X X 0 0 0 ANTHONY BOUCHER TREASURER 5.00 X X 0 0 0 MOLLY GRIFFITHS SECRETARY 2.00 X X 0 0 0 BRAD ANDERSON DIRECTOR 1.00 X 0 0 0 NEIL BLICHER DIRECTOR 1.00 X 0 0 0 MAGGIE BERKELEY DIRECTOR 4.00 X 0 0 0 GAIL FAVREAU DIRECTOR 1.00 X 0 0 0 MICHAEL FERRARO DIRECTOR 1.00 X 0 0 0 MICHAEL FORASTE DIRECTOR 4.00 X 0 0 0 ROB FRATTASIO DIRECTOR 1.00 X 0 0 0 JOHN GERACI DIRECTOR 1.00 X 0 0 0 KARIN GILMARTIN DIRECTOR 1.00 X 0 0 0 JOE GOLDBERG DIRECTOR 1.00 X 0 0 0 SARAH GOSCINAK DIRECTOR 4.00 X 0 0 0 MADISON MCCABE DIRECTOR 2.00 X 0 0 0 ROBERT MCDONALD DIRECTOR 1.00 X 0 0 0 CHRISTOPHER MACKENZIE DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 2980 337686 34875 340666 172 172 24355 2980 34875 -10520 -10520 330318 0 0 -10348 213179 213179 9595 9595 5397 5397 VOLUNTEERING EVENTS EXP 21084 21084 FUNDRAISING AND EVENT E 17745 17745 BANK SERVICE CHARGE 404 404 267404 213179 9999 44226 299715 211438 176177 126349 79748 51208 555640 388995 229560 0 229560 0 X 326080 388995 326080 388995 555640 388995 62914 1 0 X 0 1 X 1 0 X 363115 486172 436994 717933 340666 2344880 363115 486172 436994 717933 340666 2344880 2344880 1 69 1150 176 172 1568 79665 24355 104020 2450468 0.95690 0.96570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 344318 14000 14000 330318 0 330318 281404 14000 14000 267404 0 267404 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, 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. BFL AUCTION EVENT 27335 2980 24355 34875 8 27335 2980 24355 34875 34875 -10520 1 BOSTON CHARITABLE TRUST FUND CITY OF BOSTON TRUST OFFICE BOSTON CITY HALL NO M-5 BOSTON MA 02201 046528581 501(C)(3) 32500 GENERAL OPERATIONS HARVARD-KENT LEADERSHIP & SCHOLARSHIP PARTNERSHIP INC PO BOX 290092 CHARLESTOWN MA 02129 432101599 501(C)(3) 7500 GENERAL OPERATIONS MASSACHUSETTS SOCIETY OF CPA'S INC 105 CHAUNCY STREET 10TH FLR BOSTON MA 02111 042055313 501(C)(6) 11150 GENERAL OPERATIONS MISSIONSAFE A NEW BEGINNING INC PO BOX 201060 ROXBURY MA 02120 043457195 501(C)(3) 6000 GENERAL OPERATIONS MORGAN MEMORIAL GOODWILL INDUSTRIES INC 1010 HARRISON AVENUE BOSTON MA 02119 042106765 501(C)(3) 7000 GENERAL OPERATIONS JUNIOR ACHIEVEMENT OF NORTHERN NEW ENGLAND 209 BURLINGTON ROAD NO 211 BEDFORD MA 01730 042127020 501(C)(3) 5405 GENERAL OPERATIONS THE RED SOX FOUNDATION INC 4 JERSEY STREET BOSTON MA 02215 331007984 501(C)(3) 10000 GENERAL OPERATIONS THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER INC PO BOX 127 BOSTON MA 02127 043027900 501(C)(3) 5500 GENERAL OPERATIONS SPECIAL OLYMPICS MASSACHUSETTS 512 FOREST STREET MARLBOROUGH MA 01752 237242294 501(C)(3) 16737 GENERAL OPERATIONS THE FRANCIS OUIMENT SCHOLARSHIP FUND INC 300 ARNOLD PALMER BOULEVARD NORTON MA 02766 042234126 501(C)(3) 10000 GENERAL OPERATIONS THE KENNEDY CENTER INC 2440 RESERVOIR AVENUE TRUMBULL CT 06611 060709295 501(C)(3) 14500 GENERAL OPERATIONS 11 1 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. X AUCTION ITEMS 86 34875 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF DONATED ITEMS/GIFTS. 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 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