RSM BOSTON FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RSM BOSTON FOUNDATION INC (EIN 46-4101902)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349307335
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T12:26:05-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464101902 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM BOSTON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RSMB | BusinessNameControlTxt |
| Phone | 6179129000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLLEEN BOYCE | PersonNm |
| Person Title | BOARD DIRECTOR | PersonTitleTxt |
| Phone | 6179129000 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.134 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 12:16:59 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AECF77219117B6B1EC9B6AE33341583F740A001D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | COLLEEN BOYCE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $627,285 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | RSMBOSTONFOUNDATION.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 175 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $442,191 | PYContributionsGrantsAmt |
| CY Contributions Grants | $565,766 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $69 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,150 | CYInvestmentIncomeAmt |
| PY Other Revenue | $33,141 | PYOtherRevenueAmt |
| CY Other Revenue | -$30,311 | CYOtherRevenueAmt |
| PY Total Revenue | $475,401 | PYTotalRevenueAmt |
| CY Total Revenue | $536,605 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $407,235 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $436,994 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,041 | PYOtherExpensesAmt |
| CY Other Expenses | $53,556 | CYOtherExpensesAmt |
| PY Total Expenses | $426,276 | PYTotalExpensesAmt |
| CY Total Expenses | $490,550 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $49,125 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $46,055 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $204,867 | TotalAssetsBOYAmt |
| Total Assets EOY | $249,449 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,473 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $203,394 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $249,449 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $468,777 | ExpenseAmt |
| Grant | $436,994 | GrantAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $468,777 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY BOUCHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172411286 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MAGGIE BERKELEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL BONNETTE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY BOUCHER | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DALINA CHAWALIT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RANDALL DAVIS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GAIL FAVREAU | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL FERRARO | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL FORASTE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN GERACI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KARIN GILMARTIN | ||||||
| CLERK/DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SARAH GOSCINAK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MOLLY GRIFFITHS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARC LAMOTHE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA LUPO | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MADISON MCCABE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALEX MONAHAN | ||||||
| PRESIDENT & CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAUL VALENTE | ||||||
| SECRETARY (UNTIL OCT 2018) | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $173,585 | FundraisingAmt |
| All Other Contributions | $392,181 | AllOtherContributionsAmt |
| Noncash Contributions | $56,619 | NoncashContributionsAmt |
| Total Contributions | $565,766 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,150 | TotalRevenueColumnAmt |
| Exclusion | $1,150 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $56,619 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $173,585 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $90,680 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$34,061 | TotalRevenueColumnAmt |
| Exclusion | -$34,061 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF ISSUED GRANT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,750 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,750 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,750 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $536,605 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,750 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$32,911 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,994 | TotalAmt |
| Program Services | $436,994 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| VOLUNTEERING EVENTS | $31,783 | $31,783 | |
| OTHER EXPENSES | $21,738 | $21,738 | |
| BANK SERVICE CHARGE | $35 | $35 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,550 | TotalAmt |
| Program Services | $468,777 | ProgramServicesAmt |
| Management And General | $21,773 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,420 | BOYAmt |
| EOY | $6,342 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,572 | BOYAmt |
| EOY | $176,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,875 | BOYAmt |
| EOY | $67,107 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,867 | BOYAmt |
| EOY | $249,449 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,473 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,473 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,394 | BOYAmt |
| EOY | $249,449 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,394 | BOYAmt |
| EOY | $249,449 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,867 | BOYAmt |
| EOY | $249,449 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $46,055 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $298,669 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $277,017 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $363,115 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $486,172 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $436,994 | CurrentTaxYearAmt |
| Total | $1,861,967 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $298,669 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $277,017 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $363,115 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $486,172 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $436,994 | CurrentTaxYearAmt |
| Total | $1,861,967 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $64,288 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,797,679 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,150 | CurrentTaxYearAmt |
| Total | $1,222 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,863,189 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BFL AUCTION EVENT | Event1Nm |
| Gross Receipts Event1 | $230,204 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $173,585 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $56,619 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $57,267 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $29,769 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $3,644 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 8 | OtherEventsTotalCnt |
| Gross Receipts Total | $230,204 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $173,585 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $56,619 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $57,267 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $29,769 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,644 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $90,680 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$34,061 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BEST BUDDIES INTERNATIONAL INC | ||||||||
| 100 SOUTHEAST SECOND STREET | MIAMI | FL | 33131 | 521614576 | 501(C)(3) | $6,000 | GENERAL OPERATIONS | |
| FRANCIS OUIMET SCHOLARSHIP FUND | ||||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | 042234126 | 501(C)(3) | $10,000 | GENERAL OPERATIONS | |
| JOHN F KENNEDY FAMILY SERVICE CENTER | ||||||||
| 23 A MOULTON STREET | CHARLESTOWN | MA | 02129 | 042373976 | 501(C)(3) | $12,500 | GENERAL OPERATIONS | |
| LIFE SCIENCE CARES INC | ||||||||
| PO BOX 425486 | CAMBRIDGE | MA | 021420010 | 812435939 | 501(C)(3) | $6,000 | GENERAL OPERATIONS | |
| NORTHEAST ARC | ||||||||
| ONE SOUTHSIDE ROAD | DANVERS | MA | 01923 | 042232416 | 501(C)(3) | $15,000 | GENERAL OPERATIONS | |
| RED SOX FOUNDATION | ||||||||
| 4 YAWKEY WAY | BOSTON | MA | 02215 | 331007984 | 501(C)(3) | $5,500 | GENERAL OPERATIONS | |
| RSM US FOUNDATION | ||||||||
| ATTN KEVIN MYERS | DAVENPORT | IA | 52801 | 472248988 | 501(C)(3) | $196,142 | GENERAL OPERATIONS | |
| SPECIAL OLYMPICS MASSACHUSETTS | ||||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | 237242294 | 501(C)(3) | $8,500 | GENERAL OPERATIONS | |
| THE LENNY ZAKIM FUND | ||||||||
| C/O DLA PIPER LLP 33 ARCH STREET | BOSTON | MA | 02110 | 043485146 | 501(C)(3) | $25,000 | GENERAL OPERATIONS | 26TH FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 92 | ContributionCnt |
| Noncash Contributions Rpt F990 | $56,619 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF DONATED ITEMS/GIFTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DR SUITE 800 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
| Primary Activities | PUBLIC ACCOUNTING | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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