2021-02-04T14:23:36-06:00 2020-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2019-07-01 222485502 CATHOLIC SCHOOLS FOUNDATION INC CATH 6177785981 67 BATTERYMARCH STREET NO 6TH FL BOSTON MA 02110 CHRISTINE KOMOLA TREASURER 6177785981 2021-01-26 1 ANDREW R PURICELLI CPA P01633436 5083669100 2021-01-21 2019 2022-09-23 18:48:47Z CHRISTINE KOMOLA 67 BATTERYMARCH STREET NO 6TH FL BOSTON MA 02110 39452981 0 X CSFBOSTON.ORG X 1983 MA THE CATHOLIC SCHOOLS FOUNDATION CHANGES LIVES BY PROVIDING FAMILIES WITH DEMONSTRATED FINANCIAL NEED AN OPPORTUNITY TO GIVE THIER SONS AND DAUGHTERS A QUALITY EDUCATION, FOCUSED ON CHRISTIAN VALUES AND CHARACTER FORMATION AT CATHOLIC SCHOOLS LOCATED THROUGHOUT THE ARCHDIOCESE OF BOSTON, REGARDLESS OF RACE, RELIGION, ETHNICITY OR GENDER. 30 30 8 200 0 0 12535986 12873275 0 0 2593320 4127838 -198410 -50462 14930896 16950651 11450140 13317332 0 0 808440 822975 0 0 606624 587947 570049 12846527 14710356 2084369 2240295 94835605 100985433 12001926 16679576 82833679 84305857 X THE CATHOLIC SCHOOLS FOUNDATION CHANGES LIVES BY PROVIDING FAMILIES WITH DEMONSTRATED FINANCIAL NEED AN OPPORTUNITY TO GIVE THIER SONS AND DAUGHTERS A QUALITY EDUCATION, FOCUSED ON CHRISTIAN VALUES AND CHARACTER FORMATION AT CATHOLIC SCHOOLS LOCATED THROUGHOUT THE ARCHDIOCESE OF BOSTON, REGARDLESS OF RACE, RELIGION, ETHNICITY OR GENDER. 0 0 13317332 13317332 4166 SCHOLARSHIPS AWARDED TO STUDENTS TO ATTEND CATHOLIC SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON AS WELL AS FOR PROGRAMS TO SUPPORT SCHOLARSHIP RECIPIENTS. 486123 THE LEADERSHIP PROGRAM WAS INITIATED TO PROVIDE INVESTMENT IN SCHOOL LEADERSHIP. THE FOCUS IS ON 4 AREAS. 1. RETAIN AND INCREASE EFFECTIVENESS OF THE CATHOLIC SCHOOLS LEADERS. 2. CREATE A POOL OF HIGHLY QUALIFIED CATHOLIC SCHOOL LEADERS AND PLACE THEM IN PRINCIPAL POSITIONS AT "IN NEED" CATHOLIC SCHOOLS WITHIN THE RCAB FOLLOWING A YEAR-LONG APPRENTICESHIP AND DYNAMIC PROFESSIONAL DEVELOPMENT.3. DEVELOP A DEEP AND TALENTED POOL OF FUTURE APPRENTICES AND LEADERS.4. BUILD A POOL OF QUALIFIED, COMMITTED AND TRAINED INDIVIDUALS TO ACTIVELY SERVE AS BOARD MEMBERS AT THE IN-NEED CATHOLIC SCHOOLS WITHIN THE RCAB. 13803455 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 5 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 MA X MICHAEL REARDON 6177785981 67 BATTERYMARCH ST FL 6 BOSTON MA 02110 MICHAEL REARDON EXECUTIVE DIRECTOR 35.00 X 206986 0 36953 SEAN CARDINAL O'MALLEY CHAIRMAN 0.10 X X 0 0 0 MICHAEL ROGERS PRESIDENT 8.00 X X 0 0 0 JAMES MOONEY VICE PRESIDENT 3.00 X X 0 0 0 CHRISTINE KOMOLA TREASURER 3.00 X X 0 0 0 WILLIAM MOSAKOWSKI CLERK 3.00 X X 0 0 0 PETER LYNCH LIFE TRUSTEE 8.00 X 0 0 0 TCHINTCIA BARROS TRUSTEE 2.00 X 0 0 0 PAUL BIRMINGHAM LIFE TRUSTEE 2.00 X 0 0 0 MARC BISHOP TRUSTEE 2.00 X 0 0 0 MICEAL CHAMBERLAIN TRUSTEE 2.00 X 0 0 0 THOMAS CORRA TRUSTEE 2.00 X 0 0 0 ROBERT CUNJAK TRUSTEE 2.00 X 0 0 0 NOEL DIXON TRUSTEE 2.00 X 0 0 0 KATE FERARRA TRUSTEE 2.00 X 0 0 0 BRIAN GALLAGHER TRUSTEE 2.00 X 0 0 0 ROBERTO GOZIEUTA TRUSTEE 2.00 X 0 0 0 JOHN HAYES TRUSTEE (UNTIL JUNE 2020) 2.00 X 0 0 0 RICHARD HENKEN TRUSTEE 2.00 X 0 0 0 ROGER JOSEPH TRUSTEE 2.00 X 0 0 0 BRENDAN MCCARTHY TRUSTEE 2.00 X 0 0 0 RENEE MINOGUE TRUSTEE 2.00 X 0 0 0 ROBERT MORRISSEY TRUSTEE 2.00 X 0 0 0 PAUL O'BRIEN TRUSTEE 2.00 X 0 0 0 JACK O'CONNOR TRUSTEE 2.00 X 0 0 0 JOHN REGAN TRUSTEE 2.00 X 0 0 0 JOHN REMONDI TRUSTEE 2.00 X 0 0 0 EILEEN SHAPIRO TRUSTEE (UNTIL JUNE 2020) 2.00 X 0 0 0 TIMOTHY TULLY TRUSTEE 2.00 X 0 0 0 MARGARET WADE TRUSTEE 2.00 X 0 0 0 SEAN JUDGE TRUSTEE 2.00 X 0 0 0 206986 0 36953 1 0 1 0 0 2599353 10273922 35896 12873275 1698481 1698481 24830321 22400964 2429357 2429357 2429357 50904 2599353 101366 -50462 -50462 16950651 0 0 4077376 3242030 3242030 10075302 10075302 236953 118477 23695 94781 482608 203490 53233 225885 30351 13745 5628 10978 27804 12042 6151 9611 45259 21064 7363 16832 500 500 101870 101870 50894 17132 16629 17133 48753 10375 150 38228 120280 15184 16932 88164 31049 10147 8717 12185 152631 61073 12277 79281 10294 2744 3410 4140 5614 5614 MISCELLANEOUS 41851 650 38059 3142 DUES AND SUBSCRIPTIONS 6313 49 6264 14710356 13803455 300277 606624 24954 50508 2539736 2231641 7630653 5263336 67729 56301 143641 118064 26316 25577 77795711 90285524 6750506 3072546 94835605 100985433 122695 117785 10879231 12561791 1000000 4000000 12001926 16679576 X 34639797 34327233 48193882 49978624 82833679 84305857 94835605 100985433 2240295 -768117 0 X X 0 1 X 1 0 X 8308164 8247263 23574742 12535986 12873275 65539430 527175 396426 491105 185825 50904 1651435 8835339 8643689 24065847 12721811 12924179 67190865 195699 160785 13823775 3190624 3320778 20691661 0 195699 160785 13823775 3190624 3320778 20691661 46499204 1055233 1088645 1192582 1690640 1698481 6725581 3331 3331 1055233 1088645 1195913 1690640 1698481 6728912 9890572 9732334 25261760 14412451 14622660 73919777 0.62900 0.66740 0.09100 0.08360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48109198 2055000 1780130 1680472 50263856 46568144 2015000 887251 1361197 48109198 32623448 12734384 2545394 1335082 46568144 30288960 25000 3627595 1318107 32623448 32023571 50000 -488736 1295875 30288960 0.01990 0.81220 0.16790 0 1 1 11217 5422 5795 25518 20755 4763 106906 91887 15019 25577 CONTINGENT ADVANCE 4000000 4000000 X 16283900 -768117 101366 -666751 16950651 0 16950651 14811722 101366 101366 14710356 0 14710356 PART X, LINE 2: THE FOUNDATION 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. THE FOUNDATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN REVENUE ON FORM 990 101,366. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 101,366. 3300 DINNER 2593778 2593778 72418 3625 TRIVIA NIGHT 47110 2025 45085 11294 2 9369 3550 5819 57 5147 12450 2650257 2599353 50904 57 5147 96162 101366 -50462 0 BOSTON COLLEGE EXPERIENCE 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 042103545 501C3 6500 SUPPORT FOR PROGRAMS CATHEDRAL HIGH SCHOOL 74 UNION PARK ST BOSTON MA 02118 562438574 501C3 18750 SUPPORT FOR PROGRAMS CATHOLIC SCHOOLS OFFICE 66 BROOKS DR BRAINTREE MA 02184 042106175 501C3 986496 SUPPORT FOR PROGRAMS CITY CONNECTS OFFICE 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 042103545 501C3 12500 SUPPORT FOR COUNSELING EAST BOSTON CENTRAL CATHOLIC SCHOOL 69 LONDON ST EAST BOSTON MA 02128 042573582 501C3 38000 SUPPORT FOR COUNSELING OLPH MISSION GRAMMAR SCHOOL 94 SAINT ALPHONSUS ST ROXBURY MA 02120 042106198 501C3 83750 SUPPORT FOR PROGRAMS AND COUNSELING SACRED HEART SCHOOL 1035 CANTERBURY ST ROSLINDALE MA 02131 043292732 501C3 20000 SUPPORT FOR PROGRAMS AND COUNSELING SAINT JOHN PAUL II CATHOLIC ACADEMY 2200 DORCHESTER AVE DORCHESTER MA 02124 262607406 501C3 83140 SUPPORT FOR COUNSELING SAINT PATRICK SCHOOL 131 MT PLEASANT AVE ROXBURY MA 02119 042114507 501C3 90000 SUPPORT FOR PROGRAMS AND COUNSELING SAINT ROSE SCHOOL 580 BROADWAY CHELSEA MA 02150 042154132 501C3 20000 SUPPORT FOR COUNSELING SOUTH BOSTON CATHOLIC ACADEMY 866 EAST BROADWAY SOUTH BOSTON MA 02127 042106255 501C3 10000 SUPPORT FOR COUNSELING TRINITY CATHOLIC ACADEMY 37 ERIE AVE BROCKTON MA 02302 510638517 501C3 39360 SUPPORT FOR COUNSELING 12 SCHOLARSHIP 2847 10075302 PART I, LINE 2: CATHOLIC SCHOOLS FOUNDATION DOES A BIANNUAL VERIFICATION OF SCHOLARSHIP RECIPIENTS' FINANCIAL AND ENROLLMENT STATUS TO ENSURE SCHOLARSHIP RESOURCES ARE ALLOCATED APPROPRIATELY. ALL NON-SCHOLARSHIP SUPPORT IS ROUTINELY REPORTED ON AND PROGRESS IS MONITORED. ALL DISTRIBUTIONS REQUIRE WRITTEN CONFIRMATION OF FUNDS AND AGREEMENT WITH THE TERMS OF THE GRANT. X X 0 0 0 0 0 0 0 0 0 MICHAEL REARDON EXECUTIVE DIRECTOR 206986 0 0 0 0 0 11000 0 25953 0 243939 0 0 0 X 7 35896 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION HAS A BOARD OF CORPORATE MEMBERS CONSISTING OF INDIVIDUALS WHO HAVE THE AUTHORITY TO APPROVE OR REJECT THE APPOINTMENT OF TRUSTEES AND APPROVE ANY CHANGES TO THE FOUNDATION'S BYLAWS. THESE MEMBERS ARE APPOINTED BY THE CHAIRMAN OF THE BOARD MEMBERS (THE ARCHBISHOP OF THE ROMAN CATHOLIC ARCHDIOCESE OF BOSTON) AND ARE NOT INVOLVED IN THE GOVERNANCE OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B THE FOUNDATION HAS A BOARD OF CORPORATE MEMBERS CONSISTING OF INDIVIDUALS WHO HAVE THE AUTHORITY TO APPROVE OR REJECT THE APPOINTMENT OF TRUSTEES AND APPROVE ANY CHANGES TO THE FOUNDATIONS BYLAWS. THESE MEMBERS ARE APPOINTED BY THE CHAIRMAN OF THE BOARD OF MEMBERS (THE ARCHBISHOP OF THE ROMAN CATHOLIC ARCHDIOCESE OF BOSTON) AND ARE NOT INVOLVED IN THE GOVERNANCE OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE AND AUDIT COMMITTEE CHAIRS AND TREASURER OF THE BOARD ARE DELEGATED WITH THIS RESPONSIBILITY. HOWEVER, THE FULL BOARD IS MADE AWARE THAT THE FORM 990 IS OPEN FOR THEIR INSPECTION AND PROVIDED AN OPPORTUNITY TO COMMENT. FORM 990, PART VI, SECTION B, LINE 12C IN JULY OF EACH YEAR, EACH MEMBER COMPLETES AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. THE RESULTS ARE REVIEWED BY THE ADMINISTRATIVE ASSISTANT ALONG WITH THE COMMITTEE OF TRUSTEES, AND ANY NEEDED ACTIONS ARE TAKEN AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 15A THE OFFICERS OF THE FOUNDATION'S BOARD REVIEW AND APPROVE THE INITIAL SALARY AND RAISES OF THE EXECUTIVE DIRECTOR AFTER REVIEWING COMPARATIVE SALARY INFORMATION. ALL BOARD MEETINGS ARE DOCUMENTED THROUGH MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS ARE AVAILABLE FOR THE PUBLIC. FORM 990, PART XII, LINE 2C: THE FOUNDATION HAS AN AUDIT COMMITTEE THAT OVERSEES THE SELECTION OF THE AUDITOR AND THE AUDIT OF THE FINANCIAL STATEMENTS. ARCHDIOCESE OF BOSTON 66 BROOKS DRIVE BRAINTREE MA 02184 042106175 CHURCH MA 501(C)(3) LINE 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0