2020-11-16T16:47:00-06:00 2019-12-31 990 2019-01-01 464101902 RSM BOSTON FOUNDATION INC RSMB 6179129000 80 CITY SQUARE BOSTON MA 02129 COLLEEN BOYCE EXECUTIVE DIRECTOR 6179129000 2020-11-16 72.90.167.212 2020-11-16 16:34:42 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F3957FA3FDE9AB7DD55FA8423CD2FDCE342AC391 2019 2021-01-29 14:40:06Z COLLEEN BOYCE 80 CITY SQUARE BOSTON MA 02129 797774 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. 18 18 0 175 0 0 565766 717933 0 0 1150 176 -30311 -21092 536605 697017 436994 586536 0 0 0 0 0 0 0 53556 33850 490550 620386 46055 76631 249449 555640 0 229560 249449 326080 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 594873 586536 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. 594873 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 18 18 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 MAGGIE BERKELEY DIRECTOR 2.00 X 0 0 0 ANTHONY BOUCHER TREASURER 2.00 X X 0 0 0 GAIL FAVREAU DIRECTOR 2.00 X 0 0 0 MICHAEL FERRARO DIRECTOR 2.00 X 0 0 0 MICHAEL FORASTE DIRECTOR 2.00 X 0 0 0 JOHN GERACI DIRECTOR 2.00 X 0 0 0 KARIN GILMARTIN CLERK/DIRECTOR 2.00 X X 0 0 0 SARAH GOSCINAK DIRECTOR 2.00 X 0 0 0 MOLLY GRIFFITHS DIRECTOR 2.00 X 0 0 0 MADISON MCCABE DIRECTOR 2.00 X 0 0 0 BRAD ANDERSON DIRECTOR 2.00 X 0 0 0 COLLEEN BOYCE EXECUTIVE DIRECTOR 2.00 X X 0 0 0 NEIL BLICHER DIRECTOR 2.00 X 0 0 0 JOE GOLDBERG DIRECTOR 2.00 X 0 0 0 ROB FRATTASIO DIRECTOR 2.00 X 0 0 0 ROBERT MCDONALD DIRECTOR 2.00 X 0 0 0 NICK PELLEGRINI DIRECTOR 2.00 X 0 0 0 CHRISTOPHER MACKENZIE DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 177324 540609 69945 717933 176 176 79665 177324 100757 -21092 -21092 697017 0 0 -20916 586536 586536 2500 2500 OTHER EXPENSES 22986 22986 VOLUNTEERING EVENTS EXP 8337 8337 BANK SERVICE CHARGE 27 27 620386 594873 25513 0 6342 299715 176000 176177 67107 79748 249449 555640 0 229560 0 229560 X 249449 326080 249449 326080 249449 555640 76631 0 X 1 X 0 1 0 X 277017 363115 486172 436994 717933 2281231 277017 363115 486172 436994 717933 2281231 2281231 1 1 69 1150 176 1397 79665 79665 2362293 0.96570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED BFL AUCTION EVENT 256989 177324 79665 69945 22709 8103 8 256989 177324 79665 69945 22709 8103 100757 -21092 1 BEST BUDDIES INTERNATIONAL INC 100 SOUTHEAST SECOND STREET MIAMI FL 33131 521614576 501(C)(3) 6000 GENERAL OPERATIONS BOYS & GIRLS CLUBS OF BOSTON INC (CHARLESTOWN BOYS AND GIRLS CLUB) 200 HIGH STREET 3D FLR BOSTON MA 02110 042103922 501(C)(3) 16500 GENERAL OPERATIONS JOHN F KENNEDY FAMILY SERVICE CENTER 23 A MOULTON STREET CHARLESTOWN MA 02129 042373976 501(C)(3) 15000 GENERAL OPERATIONS JUNIOR ACHIEVEMENT OF NORTHERN NEW ENGLAND 209 BURLINGTON ROAD NO 211 BEDFORD MA 01730 042127020 501(C)(3) 23820 GENERAL OPERATIONS NORTHEAST ARC ONE SOUTHSIDE ROAD DANVERS MA 01923 042232416 501(C)(3) 103650 GENERAL OPERATIONS HOME BASE INC 299 NORTH WINOOSKI AVENUE NO 3 BURLINGTON VT 05401 030324690 501(C)(3) 10000 GENERAL OPERATIONS THE FRANCIS OUIMENT SCHOLARSHIP FUND INC 300 ARNOLD PALMER BOULEVARD NORTON MA 02766 042234126 501(C)(3) 10000 GENERAL OPERATIONS SPECIAL OLYMPICS MASSACHUSETTS 512 FOREST STREET MARLBOROUGH MA 01752 237242294 501(C)(3) 9000 GENERAL OPERATIONS MASSACHUSETTS COALITION FOR THE HOMELESS INC 69-73 BUFFUM STREET LYNN MA 01902 222599662 501(C)(3) 7500 GENERAL OPERATIONS AMERICA SCORES NEW ENGLAND 29 GERMANIA STREET JAMAICA PLAIN MA 02130 043482756 501(C)(3) 8500 GENERAL OPERATIONS RSM US FOUNDATION 331 W 3RD ST STE 200 DAVENPORT IA 52801 472248988 501(C)(3) 226810 GENERAL OPERATIONS 11 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 99 69945 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) AND EDUCATE YOUNG ADULTS (JUNIOR ACHIEVEMENT). 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 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