2021-11-10T08:35:39-06:00 2021-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2020-07-01 473093274 BOSTON SCHOOLS FUND INC BOST 6173905896 53 STATE STREET NO 500 BOSTON MA 02109 WILLIAM AUSTIN FOUNDER & CHIEF EXECUTIVE OFFICER 6173905896 2021-11-04 1 WILLIAM AUSTIN XXX-XX-XXXX THOMAS WASHBURN CPA P00537319 5083669100 2021-11-04 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z WILLIAM AUSTIN 53 STATE STREET SUITE 500 BOSTON MA 02109 2679171 0 X WWW.BOSTONSCHOOLSFUND.ORG X 2015 MA BSF PROVIDES GRANTS AND TECHNICAL ASSISTANCE TO BOSTON SCHOOLS AND NON-PROFIT ORGANIZATIONS, ANALYZES AND SHARES BOSTON SCHOOL DATA AND INFORMATION OF THE PUBLIC, AND SUPPORTS PUBLIC POLICIES IN SUPPORT OF THIS MISSION AND VISION. 6 5 12 5 0 0 2128502 2678210 0 0 1885 961 0 0 2130387 2679171 1434449 1060988 0 0 1334836 1256674 0 0 127696 698277 521353 3467562 2839015 -1337175 -159844 3409938 3248336 184056 182298 3225882 3066038 BSF PROVIDES GRANTS AND TECHNICAL ASSISTANCE TO BOSTON SCHOOLS AND NON-PROFIT ORGANIZATIONS, ANALYZES AND SHARES BOSTON SCHOOL DATA AND INFORMATION OF THE PUBLIC, AND SUPPORTS PUBLIC POLICIES IN SUPPORT OF THIS MISSION AND VISION. 0 0 1203102 632462 SCHOOL INVESTMENT - INCLUDES ALL OF BSF'S FINANCIAL AND NON-FINANCIAL SUPPORT OF HIGH-QUALITY, BOSTON-BASED SCHOOLS, THAT SERVE A HIGH PROPORTION OF ECONOMICALLY DISADVANTAGED STUDENTS, BLACK AND/OR LATINO STUDENTS, STUDENTS WITH DISABILITIES, OR ENGLISH LEARNERS, AS THEY PLAN FOR GROWTH AND EXECUTE EXPANSION OR REDESIGN PLANS. 580479 DATA AND RESEARCH - INTENDED TO PERFORM RESEARCH, BUILD ORGANIZATIONAL DATA CAPACITY, AND MAINTAIN BOSTON SCHOOL FINDER WEB TOOL TO ASSIST FAMILIES IN LEARNING ABOUT SCHOOLS AND FINDING THE SCHOOL THAT BEST MEETS THEIR NEEDS. 800042 428526 POLICY AND ADVOCACY - INCLUDES ALL OF BSF'S FINANCIAL AND NON-FINANCIAL SUPPORT TO COMMUNITY-BASED ORGANIZATIONS TO ADVANCE EDUCATION AS A PRIMARY ISSUE FOR BOSTON RESIDENTS AND SUPPORT POLICIES THAT WILL DRIVE GREATER ACCESS FOR BOSTON'S FAMILIES TO HIGH-QUALITY SCHOOLS, ESPECIALLY THOSE WHO HAVE THE LEAST ACCESS TODAY. 2583623 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X WILLIAM AUSTIN CHIEF EXECUTIVE OFFICER 6173905896 53 STATE STREET NO 500 BOSTON MA 02109 WILLIAM AUSTIN FOUNDER & CEO 40.00 X X 194608 0 23841 KATHRYN EVERETT CHAIR 5.00 X X 0 0 0 JEFF NAYLOR DIRECTOR 2.00 X 0 0 0 MICAH SAGEBIEL DIRECTOR 2.00 X 0 0 0 LISA JACKSON DIRECTOR 2.00 X 0 0 0 ANDREA WOLFE DIRECTOR 2.00 X 0 0 0 KERRY DONAHUE CHIEF STRATEGY OFFICER 40.00 X 171860 0 8554 RANA KANNAN COO 40.00 X 153000 0 1693 LATOYA GAYLE ENTREPRENEUR-IN-RESIDENCE 40.00 X 169994 0 7842 STEFANI FERLAN DIR OF INVESTMENT 40.00 X 120500 0 23841 NATALYA SUBBOTINA DIR. OF OPERATIONS 40.00 X 108230 0 9353 918192 0 75124 6 0 1 0 0 164459 2513751 2678210 961 961 2679171 0 0 961 X 1060988 1060988 571305 457045 57130 57130 522278 486544 17867 17867 116399 104955 5722 5722 46692 41054 2819 2819 694 416 139 139 38854 23312 7771 7771 357255 330707 13274 13274 7819 4691 1564 1564 27389 20307 3541 3541 5349 3209 1070 1070 64875 38925 12975 12975 12355 7413 2471 2471 1299 779 260 260 5464 3278 1093 1093 2839015 2583623 127696 127696 459143 83869 2044181 1833184 888495 1325000 16820 6283 6773 6773 1299 0 3409938 3248336 19597 17838 164459 164460 184056 182298 X 1771548 1315481 1454334 1750557 3225882 3066038 3409938 3248336 -159844 0 X X 0 1 X 1 0 X 4623918 2327750 3753207 2128502 2678210 15511587 4623918 2327750 3753207 2128502 2678210 15511587 8628870 6882717 796 4179 11917 1885 961 19738 15531325 0.44320 0.40670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6773 6773 0 0 X 2679171 0 2679171 0 2679171 2839015 0 2839015 0 2839015 PART X, LINE 2: BSF'S INFORMATIONAL RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE JURISDICTIONS.BSF ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. BSF HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2021. BSF'S INFORMATIONAL RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE JURISDICTIONS. 1 50CAN 50 KENNEDY PLAZA SUITE 1500 PROVIDENCE RI 02903 273069592 501C3 428248 GRANT TO SCHOOLFACTS BOSTON MISSION GRAMMAR SCHOOL 94 ST ALPHONSUS STREET BOSTON MA 02120 042106196 501C3 50000 EXPANSION GRANT FRIENDS OF THE PERRY 745 EAST 7TH STREET BOSTON MA 02127 823025265 501C3 44175 SCHOOL IMPROVEMENT SUPPORT BOSTON EDUCATIONAL DEVELOPMENT FUND 7 PALMER ST SUITE 2 BOSTON MA 02119 222514422 501C3 183855 SCHOOL GRANTS TO 4 SCHOOLS FOR PLANNING, IMPROVEMENT, AND EXPANSION ACADEMY OF THE PACIFIC RIM FOUNDATION 1 WESTINGHOUSE PLAZA HYDE PARK MA 02136 043286025 501C3 58710 SCHOOL IMPROVEMENT SUPPORT CITY OF BOSTON - BOSTON PUBLIC SCHOOLS 2300 WASHINGTON ST ROXBURY MA 02119 046001138 501C3 82788 PERRY SCHOOL IMPROVEMENT ATTUNED EDUCATION PARTNERS 716 VALLEY ROAD MONTCLAIR NJ 07043 830731667 39000 CATHERDAL GRANT SUPPORT ATTUNED EDUCATION PARTNERS 716 VALLEY ROAD MONTCLAIR NJ 07043 830731667 140000 SCHOOL RE-ENTRY SUPPORT FOR 11 SCHOOLS BRASS TACKS INNOVATIONS 11907 PESIDIO PATH SAN ANTONIO TX 78253 851057111 60000 TECHNICAL SUPPORT FOR MEW MISSION AND EAST BOSTON HIGH GRANTS EAST BOSTON SOCIAL CENTER INC 68 CENTRAL SQUARE EAST BOSTON MA 02128 042104257 501C3 15000 REMOTE LEARNING SUPPORT FOR EAST BOSTON SCHOOLS BOSTON COLLEGE TRUSTEES (LYNCH LEADERSHIP ACADEMY) CONTROLLERS OFFICE MORE HALL ROOM 280 CHESTNUT HILL MA 02167 042135045 501C3 5000 COACHING FOR MENDELL SCHOOL LITTLE UPRISINGS 12 VERONA STREET APT 1R JAMAICA PLAIN MA 02130 851414417 24000 MENDELL SCHOOL CURRICULUM DEVELOPMENT FRIENDS OF JP MANNING SCHOOL 130 LOUDERS LANE BOSTON MA 02130 843879432 -70066 REFUND OF GRANT OVERPAYMENT. 8 4 PART I, LINE 2: BSF'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INCLUDE REQUIRING GRANTEES TO SUBMIT REPORTS TO BSF OUTLINING VARIOUS PIECES OF INFORMATION INCLUDING HOW GRANT FUNDS WERE USED, THE GRANTEE'S PROGRESS TOWARDS REACHING THE GRANT'S GOALS, AND ACHIEVEMENTS THE GRANTEE HAS ATTAINED DUE TO THE GRANT INVESTMENT MADE BY BSF. BSF MAINTAINS RECORDS TO SUBSTANTIATE THE SELECTION CRITERIA, AMOUNT OF PROCEEDS AND GRANTEES' ELIGIBILITY FOR THE GRANT INVESTMENTS MADE BY BSF. THESE RECORDS OUTLINE BSF'S DUE DILIGENCE PROCESS WHICH IS CONDUCTED WHEN EXPLORING POTENTIAL GRANTEES. BSF'S DUE DILIGENCE PROCESS INCLUDES AN ASSESSMENT AROUND THE POTENTIAL GRANTEE'S ROLE IN SERVING A KEY NEED FOR BOSTON'S FAMILIES, POTENTIAL TO ACHIEVE STRONG RESULTS, ABILITY TO GROW EFFECTIVELY, FINANCIAL SUSTAINABILITY AND BSF'S CAPACITY TO SUPPORT THE POTENTIAL GRANTEE. BSF GATHERS THE INFORMATION NECESSARY TO CONDUCT THE AFOREMENTIONED ASSESSMENT THROUGH FAMILY AND STAFF INTERVIEWS, SCHOOL VISITS, AND DATA REVIEW. X 0 0 0 0 0 0 0 0 0 WILLIAM AUSTIN FOUNDER & CEO 194608 0 0 0 0 0 0 0 23841 0 218449 0 0 0 KERRY DONAHUE CHIEF STRATEGY OFFICER 171860 0 0 0 0 0 0 0 8554 0 180414 0 0 0 LATOYA GAYLE ENTREPRENEUR-IN-RESIDENCE 169994 0 0 0 0 0 0 0 7842 0 177836 0 0 0 RANA KANNAN COO 153000 0 0 0 0 0 0 0 1693 0 154693 0 0 0 PART I, LINE 3 THE COMPENSATION FOR BSF'S FOUNDER AND CHIEF EXECUTIVE OFFICER, AS WELL AS OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE REVIEW PROCESS CONDUCTED BY THE BOARD OF DIRECTORS IS BASED ON AN ANALYSIS OF COMPARABLE MARKET DATA WHICH CONSIDERS, AMONG OTHER CRITERIA, THE ROLES AND RESPONSIBILITIES OF THE POSITIONS BEING ASSESSED. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. ONCE THE BOARD OF DIRECTORS HAS COMPLETED ITS REVIEW AND ULTIMATELY HAS APPROVED THE FORM 990, THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM, WHEREBY ANY CONFLICTS ARE REQUIRED TO BE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR BSF'S FOUNDER AND CHIEF EXECUTIVE OFFICER, AS WELL AS OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE REVIEW PROCESS CONDUCTED BY THE BOARD OF DIRECTORS IS BASED ON AN ANALYSIS OF COMPARABLE MARKET DATA WHICH CONSIDERS, AMONG OTHER CRITERIA, THE ROLES AND RESPONSIBILITIES OF THE POSITIONS BEING ASSESSED. FORM 990, PART VI, SECTION C, LINE 18 BSF'S FORM 1023 IS AVAILABLE UPON REQUEST. BSF'S FORM 990 IS AVAILABLE AT WWW.GUIDESTAR.ORG, AS WELL AS UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 BSF'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 1,265. MANAGEMENT AND GENERAL EXPENSES 422. FUNDRAISING EXPENSES 422. TOTAL EXPENSES 2,109. BOSTON SCHOOLS FINDER SUPPORT: PROGRAM SERVICE EXPENSES 235,986. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 235,986. POLICY SUPPORT: PROGRAM SERVICE EXPENSES 34,730. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,730. CONSULTING: PROGRAM SERVICE EXPENSES 58,726. MANAGEMENT AND GENERAL EXPENSES 12,852. FUNDRAISING EXPENSES 12,852. TOTAL EXPENSES 84,430. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED DURING TAX YEAR 2020.