2019-12-18T15:32:35-06:00 2019-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2018-07-01 473093274 BOSTON SCHOOLS FUND INC BOST 6178520773 26 WALTHAM STREET NO 2A BOSTON MA 02118 WILLIAM AUSTIN FOUNDER & CHIEF EXECUTIVE OFFICER 6178520773 2019-12-17 1 THOMAS WASHBURN CPA P00537319 5083669100 2019-12-17 40.70.31.102 2019-12-17 11:02:03 ES P 67FD54DCEB6CBC14265FA3262D2D1D14C69EA041 CD23422F4DE0791B79B5D518482C2F7364FE87EC 2018 2020-04-17 16:48:07Z X WILLIAM AUSTIN 26 WALTHAM STREET 2A BOSTON MA 02118 3765124 0 X WWW.BOSTONSCHOOLSFUND.ORG X 2015 MA BOSTON SCHOOLS FUND INC. (BSF) IS BUILT ON THE BELIEF THAT EVERY CHILD IN BOSTON DESERVES A SEAT IN A SCHOOL THAT IS RIGHT FOR THEM. BSF PROVIDES FINANCIAL AND ADMINISTRATIVE SUPPORT DIRECTLY TO HIGH-PERFORMING SCHOOLS OF ALL TYPES TO HELP THESE SCHOOLS GROW AND SERVE MORE STUDENTS. BSF'S WORK WILL INCREASE THE NUMBER OF SEATS IN BOSTON'S HIGH-PERFORMING DISTRICT, CHARTER, AND CATHOLIC SCHOOLS BY ONE-THIRD OVER THE NEXT FIVE YEARS. THIS WILL PUT BOSTON ON TRACK TO OFFER A SEAT IN A HIGH-PERFORMING SCHOOL TO THE MAJORITY OF ITS CHILDREN BY 2025. 4 3 8 4 0 0 2327750 3753207 0 0 4179 11917 0 0 2331929 3765124 1295022 1408583 0 0 571112 930513 0 0 78446 588332 798154 2454466 3137250 -122537 627874 3942592 4572898 7409 9841 3935183 4563057 BSF SUPPORTS AND FUNDS THE GROWTH OF HIGH-QUALITY, HIGH-DEMAND SCHOOLS OF ALL TYPES. EVERY CHILD AND FAMILY IS UNIQUE, SO WE SUPPORT DIVERSE SCHOOL MODELS THAT VARY IN CURRICULUM, GRADESPAN, GEOGRAPHY, AND GOVERNANCE, AMONG MANY OTHER FACTORS. 0 0 1640213 1408583 SCHOOLS-THE PRIMARY FOCUS OF BSF'S PROGRAM WORK INCLUDES THE IDENTIFICATION AND DIRECT SUPPORT OF HIGH-QUALITY DISTRICT, CHARTER, AND CATHOLIC SCHOOLS WHICH ARE ABLE TO GROW TO SERVE MORE STUDENTS. BSF WORKS WITH THESE SCHOOLS TO SUPPORT THEIR GROWTH AND ENSURE THAT THE SCHOOLS MAINTAIN THEIR HIGH QUALITY AS THEY GROW. IN ADDITION, BSF WORKS DIRECTLY WITH FAMILIES AND COMMUNITY LEADERS IN BOSTON TO BETTER UNDERSTAND HOW AND WHY FAMILIES CHOOSE SCHOOLS IN BOSTON. WE THEN WORK WITH SCHOOLS TO PROVIDE SERVICES THAT FAMILIES ARE INTERESTED IN, AND WE DEVELOP TOOLS TO HELP FAMILIES LEARN MORE ABOUT SCHOOLS. 930305 BOSTON SCHOOL FINDER-THIS PROGRAM IS INTENDED TO ASSIST FAMILIES IN LEARNING ABOUT SCHOOLS AND FINDING THE DISTRICT, CHARTER, OR CATHOLIC SCHOOL THAT BEST MEETS THEIR NEEDS. 353982 POLICY-BSF SUPPORTS CITYWIDE POLICY INITIATIVES THAT MAKE IT EASIER FOR FAMILIES TO ACCESS HIGH-QUALITY SCHOOLS IN BOSTON. 2924500 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 28 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 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 6178520773 26 WALTHAM STREET NO 2A BOSTON MA 02118 WILLIAM AUSTIN FOUNDER & CEO 50.00 X X 180300 0 22663 KATIE EVERETT CHAIR 5.00 X X 0 0 0 JEFF NAYLOR DIRECTOR 1.00 X 0 0 0 MICAH SAGEBIEL DIRECTOR 1.00 X 0 0 0 BRYANT WEINBERG-JONES CIO (UNTIL 3/18) 50.00 X 139500 0 426 319800 0 23089 2 0 1 0 SMARTLING INC 1375 BROADWAY ST 14TH FL NEW YORK NY 10018 TRANSLATION SERVICES 144928 KENWOOD ADVISING 6022 KENWOOD AVENUE DALLAS TX 75206 SCHOOL SUPPORT 113153 2 3753207 3753207 11917 11917 3765124 0 0 11917 X 1408583 1408583 315068 233296 40886 40886 493532 468452 12540 12540 87265 71683 7791 7791 34648 27042 3803 3803 804 482 161 161 38411 10941 23823 3647 533441 532933 254 254 110987 99108 11879 51479 30414 21065 18584 13916 2334 2334 41710 27650 7030 7030 2738 2738 3137250 2924500 134304 78446 64964 60637 3760095 3611819 105000 896333 8548 1478 6773 4142 3985 2631 3942592 4572898 7409 9841 7409 9841 X 2830183 2498684 1105000 2064373 3935183 4563057 3942592 4572898 627874 0 X X 0 1 X 1 0 X 125000 2543000 4623918 2327750 3753207 13372875 125000 2543000 4623918 2327750 3753207 13372875 9123302 4249573 4 917 796 4179 11917 17813 13390688 X SCHEDULE A, PART II, SECTION B, LINE 13: BSF WAS INCORPORATED ON 2/6/2015. THUS, THIS 2018 TAX FILING IS FOR BSF'S FIFTH TAX YEAR AS A SECTION 501(C)(3) ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6773 4142 2631 2631 X 3765124 0 3765124 0 3765124 3137250 0 3137250 0 3137250 PART X, LINE 2: 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, 2019. 1 BOSTON PUBLIC SCHOOLS (VARIOUS SCHOOLS) 2300 WASHINGTON STREET ROXBURY MA 02119 046001138 501C3 530209 TO SUPPORT EXPANSION AND SCHOOL IMPROVEMENT BOSTON EDUCATIONAL DEVELOPMENT FUND (VARIOUS SCHOOLS) 7 PALMER ST SUITE 2 BOSTON MA 02119 222514422 501C3 180565 TO SUPPORT EXPANSION AND SCHOOL IMPROVEMENT FRIENDS OF THE PERRY 745 E SEVENTH STREET SOUTH BOSTON MA 02127 823025265 501C3 52963 TO SUPPORT EXPANSION AND SCHOOL IMPROVEMENT NEIGHBORHOOD HOUSE FOUNDATION 21 QUEEN STREET DORCHESTER MA 02122 043462888 501C3 92197 TO SUPPORT EXPANSION AND SCHOOL IMPROVEMENT KIPP MASS INC 90 HIGH ROCK ST LYNN MA 01902 464881350 501C3 60000 TO SUPPORT EXPANSION AND SCHOOL IMPROVEMENT ACADEMY OF THE PACIFIC RIM CHARTER SCHOOL FUNDRAISING INC 1 WESTINGHOUSE PLAZA HYDE PARK MA 02136 043286025 501C3 178376 TO SUPPORT EXPANSION AND SCHOOL IMPROVEMENT PREPARATORY FOUNDATION INC 1286 HYDE PARK AVE HYDE PARK MA 02136 113690799 501C3 100000 TO SUPPORT EXPANSION AND SCHOOL IMPROVEMENT MISSION GRAMMAR SCHOOL 94 ST ALPHONSUS STREET BOSTON MA 02120 042106175 501C3 50000 TO SUPPORT EXPANSION AND SCHOOL IMPROVEMENT THE COMMONWEALTH OF MA TRUST FUND FOR EDUCATION INITIATIVES 75 PLEASANT ST MALDEN MA 02148 046002284 25000 EVENT SPONSORSHIP NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 041679980 501C3 63450 RESEARCH CHANGE RESEARCH PUBLIC BENEFIT CORPORATION 1510 WALNUT STREET SUITE E BERKELEY CA 94709 822257766 27416 RESEARCH IMPACT FOR EDUCATION 44 HOWARD AVENUE NEW HAVEN CT 06519 461819840 27500 PLANNING WILDER STRATEGIES 20 PARK PLAZA SUITE 447 BOSTON MA 02116 823837506 5000 COMMUNICATION SUPPORT 10 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 180300 0 0 0 0 0 0 0 22663 0 202963 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 762. MANAGEMENT AND GENERAL EXPENSES 254. FUNDRAISING EXPENSES 254. TOTAL EXPENSES 1,270. BOSTON SCHOOLS FINDER SUPPORT: PROGRAM SERVICE EXPENSES 402,171. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 402,171. POLICY SUPPORT: PROGRAM SERVICE EXPENSES 130,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 130,000. 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 2018.