2019-05-13T09:58:56-05:00 2018-06-30 042513210 G T REILLY & COMPANY 424 ADAMS STREET MILTON MA 02186 990 2017-07-01 222485502 CATHOLIC SCHOOLS FOUNDATION INC CATH 6177785981 67 BATTERYMARCH STREET NO FL 6 BOSTON MA 02110 CHRISTINE KOMOLA TREASURER 6177785981 2019-04-29 1 LINDA KRAMER CPA P00028882 6176968900 2019-04-29 173.14.170.162 2019-04-29 14:01:11 ED P 10D40757338076D52CC4237D125AC571E9019363 ECB40AFACD78FF0BB13D8D00AC6134FA77930EC8 2017 2019-02-21 02:37:17Z CHRISTINE KOMOLA 67 BATTERYMARCH STREET NO FL 6 BOSTON MA 02110 43862236 0 X CSFBOSTON.ORG X 1983 MA PROVIDE FINANCIAL ASSISTANCE TO STUDENTS ATTENDING AND SUPPORTING PROGRAMS ASSOCIATED WITH SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON 27 27 11 150 0 3331 8222339 23574742 0 0 1952692 3045541 509320 356593 10684351 26976876 9846797 10531742 0 0 741542 782619 0 0 505614 521039 559110 11109378 11873471 -425027 15103405 73736568 94545896 9204599 13232069 64531969 81313827 X THE CATHOLIC SCHOOLS FOUNDATION, INC. SUPPORTS THE EDUCATIONAL MISSION OF THE CHURCH WHILE HELPING TO PROVIDE PROGRAMS AND SERVICES THAT INSURE OPTIMAL EDUCATIONAL OPPORTUNITIES FOR ALL STUDENTS REGARDLESS OF RACE, RELIGION, NATIONAL ORIGIN, OR GENDER ATTENDING ROMAN CATHOLIC PRIMARY AND SECONDARY SCHOOLS LOCATED IN THE ARCHDIOCESE OF BOSTON. 0 0 9127390 9127390 3,535 SCHOLARSHIPS AWARDED TO STUDENTS TO ATTEND CATHOLIC SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON 600000 600000 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 CAHTOLIC SCHOOL LEADERS AND PLACE THEM IN PRINCIPLE 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 LEADERS4. BUILD A POOL OF QUALIFIED, COMMITTED AND TRAINED INDIVIDUALS TO ACTIVELY SERVE AS BOARD MEMBERS AT THE IN-NEED CATHOLIC SCHOOLS WITHIN THE RCAB. 426350 426350 TECHNOLOGY AND MARKETING SUPPORT TO THE CATHOLIC SCHOOLS OFFICE FOR CATHOLIC SCHOOLS WITHIN THE ARCHDOICESE OF BOSTON 787519 378002 OTHER PROGRAM SERVICES INCLUDE GUIDANCE, TECHNOLOGY AND RECRUITMENT PROGRAMS TO INCREASE ENROLLMENT WITHIN THE CATHOLIC SCHOOLS, AND OTHER SUPPORT DISTRIBUTED FROM DONOR DIRECTED FUNDS AND VARIOUS FUNDRAISING EVENTS FOR DISCRETIANARY SPENDING DETERMINED BY EACH RECIPIENT CATHOLIC SCHOOL 787519 378002 10941259 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 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 6 0 1 11 1 1 1 0 0 0 0 1 1 0 0 0 0 X 27 27 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 MA X X X MICHAEL REARDON 6177785981 67 BATTERYMARCH ST FL 6 BOSTON MA 02110 X SEAN CARDINAL O'MALLEY CHAIRMAN 0.10 X X 0 0 0 PETER S LYNCH PRESIDENT EMERITUS 8.00 X X 0 0 0 WILLIAM S MOSAKOWSKI PRESIDENT 3.00 X X 0 0 0 JAMES F MOONEYIII VICE PRESIDENT 2.00 X X 0 0 0 CHRISTINE T KOMOLA TREASURER 3.00 X X 0 0 0 MICHAEL F ROGERS CLERK 3.00 X X 0 0 0 TCHINTCIA BARROS TRUSTEE 2.00 X 0 0 0 PAUL J BIRMINGHAM TRUSTEE 2.00 X 0 0 0 FR MARC BISHOP TRUSTEE 2.00 X 0 0 0 MICEAL CHAMBERLAIN TRUSTEE 2.00 X 0 0 0 ROBERT N CUNJAK TRUSTEE 2.00 X 0 0 0 NOEL DIXON TRUSTEE 3.00 X 0 0 0 THOMAS CORRA TRUSTEE 3.00 X 0 0 0 DAVID FOLEY TRUSTEE 2.00 X 0 0 0 BRIAN GALLAGHER TRUSTEE 2.00 X 0 0 0 RICHARD HENKEN TRUSTEE 2.00 X 0 0 0 BRENDAN MCCARTHY TRUSTEE 2.00 X 0 0 0 ROBERT MORRISSEY TRUSTEE 2.00 X 0 0 0 FR PAUL O'BRIEN TRUSTEE 2.00 X 0 0 0 JACK D O'CONNOR TRUSTEE 2.00 X 0 0 0 STEVEN PRINCIPE TRUSTEE 2.00 X 0 0 0 JOHN J REGAN TRUSTEE 2.00 X 0 0 0 JOHN J REMONDI TRUSTEE 2.00 X 0 0 0 EILEEN C SHAPIRO TRUSTEE 2.00 X 0 0 0 JOHN HAYES TRUSTEE 2.00 X 0 0 0 TIMOTHY TULLY TRUSTEE 2.00 X 0 0 0 MARGARET WADE TRUSTEE 2.00 X 0 0 0 MICHAEL REARDON EXECUTIVE DIRECTOR 35.00 X 175819 0 27627 175819 0 27627 1 0 1 0 0 2039880 21534862 91939 23574742 1192582 1192582 18379684 16526725 1852959 1852959 1852959 491105 2039880 358635 132470 132470 CHANGE IN NET ASSETS O 525990 224123 224123 224123 26976876 2077082 0 1325052 3327218 3327218 7204524 7204524 652306 275242 59293 317771 37579 14346 7381 15852 49028 24855 6995 17178 43706 19213 4082 20411 3010 3010 109462 109462 160596 62030 12000 86566 24300 24300 156661 10214 146447 8600 3617 4983 1035 40 995 14658 14658 370 370 MISCELLANEOUS 52664 5823 46841 27754 27754 11873471 10941259 426598 505614 103 2000108 3474523 2193854 194750 9560064 61809 77130 138766 103019 46865 35747 62892992 72849908 3888742 4561961 3176784 3267124 73736568 94545896 92878 132574 9111721 10099495 0 3000000 9204599 13232069 X 30813224 33710244 9699141 10849595 24019604 36753988 64531969 81313827 73736568 94545896 15103405 1678453 0 X X 0 1 X 1 0 X 7799432 9284044 8308164 8247263 23574742 57213645 528440 531550 527175 396426 491105 2474696 407523 34656 442179 8735395 9850250 8835339 8643689 24065847 60130520 560431 52000 195699 160785 13823775 14792690 0 560431 52000 195699 160785 13823775 14792690 45337830 1027122 816298 1055233 1088645 1192582 5179880 3331 3331 1027122 816298 1055233 1088645 1195913 5183211 9762517 10666548 9890572 9732334 25261760 65313731 0.69420 0.87060 0.07940 0.09520 X 32623448 12734384 2545394 1335082 46568144 30288960 25000 3627595 1318107 32623448 32023571 50000 -488736 1295875 30288960 32363088 21580 869287 1230384 32023571 28888963 25464 4622092 1173431 32363088 0.00000 0.78930 0.21070 0 1 1 20643 14706 5937 118123 88313 29810 35747 CONTINGENT CONTRIBUTIONS 3000000 3000000 29013964 1678452 358635 2037087 26976877 0 26976877 12232106 358635 358635 11873471 0 11873471 PART V, LINE 4: INCOME FROM ENDOWMENT FUNDS IS RESTRICTED TO SCHOLARSHIPS, MARKETING AND TECHNOLOGY FOR SCHOOLS AND VARIOUS SPECIAL PROJECTS RELATED TO THE SCHOOLS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES NETTED WITH SPECIAL FUNDRAISING EVENTS 358,635. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES NETTED WITH SPECIAL FUNDRAISING EVENTS 358,635. DINNER 2438801 2000301 438500 7135 213415 75172 BACK TO SCHOOL CUP 54482 9482 45000 28695 3760 2 37702 30097 7605 372 15446 14639 2530985 2039880 491105 7507 257556 93571 358634 132471 1 ST CATHERINE OF GENOA SCHOOL 192 SUMMER ST SOMERVILLE MA 02143 042106260 501(C)(3) 7000 SUPPORT FOR PROGRAMS IMMACULATE CONCEPTION SCHOOL REVERE 127 WINTHROP AVE RIVERE MA 02151 611660885 501(C)(3) 7000 SUPPORT FOR PROGRAMS SAINT COLUMBKILLE PARTNERSHIP SCHOOL 25 ARLINGTON STREET BRIGHTON MA 02135 205509269 501(C)(3) 7000 SUPPORT FOR PROGRAMS OUR LADY OF PERPETUAL HELP 94 ST ALPHONSUS ST ROXBURY MA 02120 042106198 501(C)(3) 12003 SUPPORT FOR COUNSELING LAWRENCE CATHOLIC ACADEMY 101 PARKER ST LAWRENCE MA 01843 272281636 501(C)(3) 14000 SUPPORT FOR COUNSELING TRINITY ACADEMY 37 ERIE AVENUE BROCKTON MA 02302 510638517 501(C)(3) 15433 SUPPORT FOR COUNSELING SACRED HEART ELEMENTARY SCHOO 571 BOSTON STREET LYNN MA 01905 320354187 501(C)(3) 18560 SUPPORT FOR PROGRAMS ST PIUS V SCHOOL 28 BOWLER ST LYNN MA 01904 453340187 501(C)(3) 18560 SUPPORT FOR PROGRAMS BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 042103545 501(C)(3) 46797 SUPPORT FOR PROGRAMS AND COUNSELING SOUTH BOSTON CATHOLIC ACADEMY 866 EAST BROADWAY SOUTH BOSTON MA 02127 042106245 501(C)(3) 25721 SUPPORT FOR COUNSELING ST PATRICK ELEMENTARY SCHOOL 131 MT PLEASANT AVE ROXBURY MA 02119 042114507 501(C)(3) 26720 SUPPORT FOR PROGRAMS AND COUNSELING SACRED HEART ELEMENTARY SCHOOL 1035 CANTERBURY STREET ROSLINDALE MA 02131 043292732 501(C)(3) 28050 SUPPORT FOR COUNSELING & PROGRAMS ST ROSE ELEMENTARY SCHOOL 580 BROADWAY CHELSEA MA 02150 042154132 501(C)(3) 31007 SUPPORT FOR COUNSELING AND PROGRAMS EAST BOSTON CENTRAL CATHOLIC SCHOOL 69 LONDON STREET EAST BOSTON MA 02128 042573582 501(C)(3) 36328 SUPPORT FOR COUNSELING ST MARY JRSR HIGH SCHOOL 35 TREMONT STREET LYNN MA 01902 043106338 501(C)(3) 62880 SUPPORT FOR PROGRAMS SAINT JOHN PAUL II ACADEMY 2200 DORCHESTER AVE DORCHESTER MA 02124 262607406 501(C)(3) 114024 SUPPORT FOR COUNSELING AND PROGRAMS CATHOLIC SCHOOLS OFFICE 66 BROOKS DRIVE BRAINTREE MA 02184 042106175 501(C)(3) 949441 SUPPORT FOR PROGRAMS AND MARKETING 17 0 SCHOLARSHIPS 3535 7204524 PART I, LINE 2: CATHOLIC SCHOOLS FOUNDATION DOES A BIANNUAL VERFICATION OF SCHOLARSHIP RECIPIENTS' FINANCIAL AND ENROLLMENT STATUS TO ENSURE SCHOLARSHIP RESOURCES ARE ALLOCATED APPROPRIATELY. ALL NON-SCHOLARSHIP SUPPORT IS ROUTINELY REPORTED ON AND PROFRESS 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 175819 0 0 0 0 0 10106 0 17521 0 203446 0 0 0 X 8 91939 STOCK EXCHANGE 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 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 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 OT THE FOUNDATION'S 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 ADMINISTATIVE ASSISTANT ALONG WITH THE EXECUTIVE NOMINATING COMMITTEE, AND ANY NEEDED ACTIONS ARE TAKEN AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 15A THE OFFICERS OF THE CORPORATION'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 18 ANOTHER'S WEBSITE: WWW.GUIDESTAR.COM FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL WEBSITE: WWW.MA.GOV PART XI, 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) 170(B)(1)(A)(I) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 ARCHDIOCESE OF BOSTON P 55555 CATHOLIC SCHOOLS OFFICE B 1086350