2021-11-15T10:21:03-06:00 2020-12-31 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990 2020-01-01 043567369 THE MARK WAHLBERG YOUTH FOUNDATION INC MARK 6174541125 75 SECOND AVE NO 411 NEEDHAM MA 02494 MARK WAHLBERG PRESIDENT 6174541125 2021-11-15 1 MARK WAHLBERG 999009999 EUGENE BORGONZI P01269879 6172276161 2021-11-08 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X MARK WAHLBERG 75 SECOND AVE NO 411 NEEDHAM MA 02494 1128554 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 1408573 1126986 0 0 3038 1568 0 0 1411611 1128554 1519507 884327 0 0 154578 145936 0 0 76404 39192 30666 1713277 1060929 -301666 67625 1036407 981802 145605 23375 890802 958427 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 491125 470827 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. 354658 340000 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. 40160 38500 0 GRANTS TO OTHER ORGANIZATIONS SUPPORTING YOUTH: THE MWYF SUPPORTS ORGANIZATIONS WHO PROVIDE NUTRITIOUS FOOD DELIVERIES TO CARE FOR THOSE IN NEED AS WELL AS THANKSGIVING FOOD DELIVERIES TO FAMILIES IN NEED. ADDITIONALLY, THE FOUNDATION SUPPORTS PROGRAMS WHO TRAIN YOUTH IN PREPARING CULINARY AND RELATED CAREERS. 36509 35000 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 COMPUTER LABS AND EDUCATIONAL SCHOLARSHIPS. THE MWYF SUPPORTS CRISTO REY MIAMI HIGH SCHOOL (FL) AND SAN MIGUEL ACADEMY OF NEWBURGH (NY), BOTH OF WHICH PROVIDE PRIVATE SCHOOLING AND EDUCATIONAL OPPORTUNITIES TO LOW-INCOME FAMILIES. 36509 35000 0 922452 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 21446 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 21446 0 0 0 0 0 1126986 66584 1126986 1568 1568 1128554 0 0 1568 884327 884327 96446 24112 24111 48223 40000 10000 10000 20000 9490 2372 2373 4745 15600 15600 10931 1641 6007 3283 153 153 416 416 2986 2986 FILING AND REGISTRATION 580 580 1060929 922452 62073 76404 692085 586445 343056 344624 850 50733 4671 4671 416 0 1036407 981802 1105 23375 144500 145605 23375 X 875802 778427 15000 180000 890802 958427 1036407 981802 67625 0 X X 0 1 X 1 0 X 1692610 1996366 1301411 1408573 1126986 7525946 1692610 1996366 1301411 1408573 1126986 7525946 5393101 2132845 470 471 1867 3038 1568 7414 7533360 0.28310 0.30770 X THE ORGANIZATION MEETS THE FACTS AND CIRCUMSTANCES TEST AS FOLLOWS:THE PUBLIC SUPPORT PERCENTAGE FOR THE CURRENT AND PRIOR YEARS (2020 & 2019) IS WELL ABOVE 10%, AT 28.31% AND 30.77%, RESPECTIVELY. THE ORGANIZATION 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 34 DONORS IN 2020, AND APPROXIMATELY 60 DONORS IN 2019. THE NUMBER OF DONORS IN 2020 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 18 CHARITIES IN 2020 AND 47 IN 2019. 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 1141154 12600 12600 1128554 0 1128554 1073529 12600 12600 1060929 0 1060929 1 ALL DORCHESTER SPORTS LEAGUE 1565 DORCHESTER AVENUE DORCHESTER MA 02122 222827346 501(C)(3) 10000 N/A N/A AFTER SCHOOL AND SUMMER EDUCATIONAL, SPORTS AND FITNESS PROGRAMS ALMA CARES 45 HOBART STREET HINGHAM MA 02043 474819471 501(C)(3) 20000 N/A N/A THANKSGIVING DINNER FOR FAMILIES ARTS CONNECTION INC 520 EIGHTH AVENUE SUITE 321 NEW YORK NY 10018 132953240 501(C)(3) 10000 N/A N/A TEEN PROGRAMS, PROVIDING ACTIVE AND CREATIVE LEARNING THROUGH MUSIC, DANCE, THEATER AND VISUAL ARTS BOSTON ARTS ACADEMY FOUNDATION INC 45 TEMPLE PLACE BOSTON MA 02111 043454898 501(C)(3) 10000 N/A N/A COLLEGE-PREPARATORY PUBLIC HIGH SCHOOL FOR THE VISUAL AND PERFORMING ARTS, SERVING MOSTLY LOW-INCOME AND DIVERSIFIED STUDENT BODY COMMUNITY PARTNERS 180 E 35TH STREET LOS ANGELES CA 90011 954302067 501(C)(3) 10000 N/A N/A PROVIDING MANAGEMENT FOR MAJOR PHILANTRHOPIC INITIATIVES TO BENEFIT THE REGION MATTER FILIUS MIAMI INC 1167 CHENILLE CIRCLE MIAMI FL 33327 814641958 501(C)(3) 10000 N/A N/A PROVIDING SUPPORT TO PREGNANT WOMEN IN THE SOUTH FLORIDA AREA WHO FIND THEMSELVES WITHOUT SUPPORT NOREEN DEADY MEMORIAL FUND INC 35 A STREET HULL MA 02045 460779368 501(C)(3) 10000 N/A N/A PROVIDING FINANCIAL RELIEF TO CHILDREN AND TEENS EXPERIENCING HARDSHIP DUE TO MEDICAL ISSUES, THE LOSS OF A FAMILY MEMBER, ETC. OPERATION WARM 50 APPLIED BANK BLVD GLEN MILLS PA 19342 383663310 501(C)(3) 5500 N/A N/A PROVIDING NEW COATS TO CHILDREN IN NEED LOUIS D BROWN PEACE INSTITUTE CORP 15 CHRISTOPHER STREET DORCHESTER MA 02122 263068254 501(C)(3) 10000 N/A N/A PROMOTING PEACE IN THE CITY OF BOSTON MOVING MOUNTAINS INC 195 PLYMOUTH STREET SUITE 4-4 BROOKLYN NY 11201 261407568 501(C)(3) 45000 N/A N/A ENCOURAGING INNER CITY YOUTH TO DEVELOP THEIR ARTISTIC TALENTS AS A SAFE ALTERNATIVE TO THE STREETS B&G CLUB OF DORCHESTER 1135 DORCHESTER AVENUE DORCHESTER MA 02125 237076465 501(C)(3) 247670 67657 SALE OF COMPARABLE ITEMS CLOTHING, WINTER COATS, AND DUFFLE BAGS OFFERING EDUCATIONAL PROGRAMS AND LIFE GUIDANCE TO THE YOUTH OF DORCHESTER, MA/SEND MEMBERS OF THE CLUB TO SUMMER CAMP THIRD SECTORNE FUTURE CHEFS 89 SOUTH STREET SUITE 700 BOSTON MA 02111 042261109 501(C)(3) 7500 N/A N/A SERVING YOUNG PEOPLE 16 - 24 ENROLLED IN VOCATIONAL AND COMPREHENSIVE HIGH SCHOOLS AND ARE PREPARING FOR CULINARY AND RELATED CAREERS SAN MIGUEL ACADEMY OF NEWBURGH 245 RENWICH STREET NEWBURGH NY 12550 204717497 501(C)(3) 10000 N/A N/A FIGHTING THE CYCLE OF POVERTY THROUGH ACADEMIC, PERSONAL AND FAMILY SUPPORT, OFFERING A SAFE HAVEN FOR MIDDLE SCHOOL BOYS FROM UNDERSERVED FAMILIES CRISTO REY MIAMI HIGH SCHOOL 11415 NE 2ND AVE MIAMI FL 33161 820761238 501(C)(3) 10000 N/A N/A PROVIDING A CATHOLIC HIGH SCHOOL EDUCATION FOR LOW INCOME FAMILIES GAVIN FOUNDATION INC 675 EAST 4TH STREET SOUTH BOSTON MA 02127 043220123 501(C)(3) 300000 N/A N/A DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR INDIVIDUALS IN RECOVERY THROUGH PREVENTION, EDUCATION, TREATMENT AND SUPPORT GHETTO FILM SCHOOL INC 79 ALEXANDER AVE SUITE 41-A BRONX NY 10454 134127229 501(C)(3) 40000 N/A N/A PROGRAMS IN CINEMATIC STORYTELLING AND PRODUCTION TRAINING FOR UNDERPRIVILEGED CHILDREN SOLES 4 SOULS 319 MARTINGDALE DRIVE OLD HICKORY TN 37138 204023482 501(C)(3) 25000 N/A N/A DISTRIBUTION OF SHOES AND CLOTHING AROUND THE WORLD TO CHILDREN AGES 4-18 IN NEED MULTIPLYING GOOD INC C/O ROBERT RAJU AXIOM SPORTS ENTERTAINMENT 340 MADISON AVE 19TH NEW YORK NY 10173 520959336 501(C)(3) 15000 N/A N/A PROVIDING YOUTH WITH OPPORTUNITIES FOR PERSONAL GROWTH AND LEADERSHIP THROUGH SERVICE TO OTHERS 18 0 JAMES WAHLBERG FAMILY MEMBER OF MARK WAHLBERG, PRESIDENT 96446 SALARY & BENEFITS PAID AS THE ORGANIZATION'S EXECUTIVE DIRECTOR 0 X 66584 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.