2019-11-05T11:06:24-06:00 2018-12-31 042774062 A L L CPAS 1330 BOYLSTON STREET CHESTNUT HILL MA 02467 990 2018-01-01 300229398 WATERTOWN COMMUNITY FOUNDATION INC WATE 6179261500 PO BOX 334 WATERTOWN MA 02471 DAVID SIEGEL CO-PRESIDENT 6179261500 2019-10-31 1 DONALD A COHEN P00046884 6177385200 2019-10-31 96.89.194.121 2019-10-31 10:19:22 ED P 3EA92AED2B24DD7A722BBB1E932F231588D638CE 6923AF138309801F09F779FC9C53E380DA98AEC0 2018 2020-01-14 16:20:31Z DAVID SIEGEL PO BOX 334 WATERTOWN MA 02471 446800 0 X WWW.WATERTOWNFOUNDATION.ORG X 2003 MA THE FOUNDATION SEEKS TO PROMOTE A STRONG, CLOSE-KNIT COMMUNITY BY FOSTERING CONNECTIONS, RESPECT AND MUTUAL SUPPORT AMONG WATERTOWN'S DIVERSE RESIDENTS. THE FOUNDATION PROVIDES PHILANTHROPIC SUPPORT FOR THE CURRENT AND FUTURE NEEDS OF THE COMMUNITY. 17 17 1 50 0 0 102415 233603 0 0 61577 113055 0 5000 163992 351658 127665 162230 0 0 28936 33598 0 0 6408 13743 36078 170344 231906 -6352 119752 1946130 1871436 0 0 1946130 1871436 X THE FOUNDATION COMMENCED OPERATIONS ON DECEMBER 29, 2003. THE FOUNDATION HAS BEEN ORGANIZED TO SUPPORT EDUCATIONAL AND OTHER NON-PROFIT ORGANIZATIONS IN THE TOWN OF WATERTOWN. 1 0 205753 162230 118055 THE FOUNDATION COMMENCED OPERATIONS ON DECEMBER 29, 2003. IT HAS BEEN ORGANIZED TO SUPPORT EDUCATIONAL RELATED ACTIVITIES AND OTHER NON-PROFIT ORGANIZATIONS IN THE TOWN OF WATERTOWN. 205753 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 MA X X X WILLIAM B FORD CPA 6173046300 PO BOX 332 WATERTOWN MA 02471 DAVID SIEGEL CO-PRESIDENT 10.00 X X 0 0 0 DARSHNA VARIA CO-PRESIDENT 10.00 X X 0 0 0 WILLIAM B FORD CPA TREASURER 10.00 X X 0 0 0 EMILY BARCLAY CO VICE-PRESIDENT 10.00 X X 0 0 0 KATHRYN WHITE CO-VICE PRESIDENT 10.00 X X 0 0 0 ROBERT AIRASIAN DIRECTOR 5.00 X 0 0 0 ALBRIK AVANESSIAN DIRECTOR 5.00 X 0 0 0 ELEANOR DONATO DIRECTOR 5.00 X 0 0 0 ASHLEY MORRIS DIRECTOR 5.00 X 0 0 0 MARY ANN MULLIGAN DIRECTOR 5.00 X 0 0 0 MARIA PANAGGIO-PHILLIPS DIRECTOR 5.00 X 0 0 0 ANTHONY PAOLILLO DIRECTOR 5.00 X 0 0 0 LORA SABIN DIRECTOR 5.00 X 0 0 0 ROBERT SHAY DIRECTOR 5.00 X 0 0 0 ELAINA THEMISTOS DIRECTOR 5.00 X 0 0 0 CL TIAN DIRECTOR 5.00 X 0 0 0 LAUREN UNSWORTH DIRECTOR 5.00 X 0 0 0 JAN SINGER EXECUTIVE DIRECTOR 20.00 X 30831 0 0 30831 0 0 0 0 0 0 0 233603 233603 40435 40435 167762 95142 72620 72620 72620 MASS TAX CREDIT RECEIV 900099 5000 5000 5000 351658 118055 0 0 147033 147033 15197 15197 30831 30831 227 227 2540 2540 666 666 1250 1250 13492 13492 900 900 1624 1624 59 59 PUBLIC RELATIONS AND CO 9925 9925 MARKETING AND DEVEOLPME 6408 6408 TELEPHONE AND COMMUNICA 900 900 PRINTING AND POSTAGE 649 649 205 205 231906 205753 19745 6408 98012 86359 1848118 1785077 1946130 1871436 0 0 X 265414 261338 1680716 1610098 1946130 1871436 1946130 1871436 119752 -194446 0 X 0 0 1 0 X 83046 95979 65983 102415 233603 581026 83046 95979 65983 102415 233603 581026 78815 502211 33796 35709 35121 35759 40435 180820 761846 0.65920 X 0 VANGUARD 500 INDEX FUND 556659 F VANGUARD SHORT TERM INVESTMENTS 225752 F VANGUARD ETF MIDCAP 182130 F VANGUARD ETF SMALL CAP 183826 F VANGUARD ETF TOTAL BOND 161883 F VANGUARD ETF INTERNATIONAL 168886 F VANGUARD ETF INTER-TERM BOND FUND 215744 F VANGUARD MONEY MARKET 11629 F 270 SHARES EXXON MOBIL 18360 F AMERICAN FUNDS 60208 F 1785077 157212 -194446 -194446 351658 0 351658 231906 0 231906 0 231906 PART XI, LINE 2D - OTHER ADJUSTMENTS: NET UNREALIZED LOSS ON INVESTMENTS 1 WATERTOWN BOYS AND GIRLS CLUB 25 WHITES AVENUE WATERTOWN MA 02472 046134699 501 C 3 11000 EDUCATION AND PROGRAM SUPPORT METRO WEST COLLABERATIVE 75-B CHAPEL STREET WATERTOWN MA 02472 223073668 501 C 3 10000 EDUCATION AND PROGRAM SUPPORT HELEN ROBINSON WRIGHT FOUNDATION 35 CHURCH STREET WATERTOWN MA 02472 042105920 501 C 3 8784 EDUCATION AND PROGRAM SUPPORT WAYSIDE MULTI-SERVICE CENTER 127 NORTH BEACON STREET WATERTOWN MA 02472 042630450 501 C 3 8750 EDUCATION AND PROGRAM SUPPORT WATERTOWN MIDDLE SCHOOL 68 WAVERLY AVENUE WATERTOWN MA 02472 046001340 501 C 3 8300 EDUCATION AND PROGRAM SUPPORT WATERTOWN HIGH SCHOOL 50 COLUMBIA STREET WATERTOWN MA 02472 464888025 501 C 3 7807 EDUCATION AND PROGRAM SUPPORT MOSESIAN CENTER FOR THE ARTS 321 ARSENAL STREET WATERTOWN MA 02472 043430963 501 C 3 5200 EDUCATION AND PROGRAM SUPPORT PART I, LINE 2: THE FOUNDATION REQUIRES ALL GRANT RECIPIENTS TO SUBMIT PERFORMANCE STATUS REPORTS AT PRE-DETERMINED SPECIFIED DATES. FORM 990, PART III, LINE 2 ON JANUARY 30, 2018, THE WATERTOWN COMMUNITY FOUNDATION MERGED ITS RESOURCES WITH THE WATERTOWN EDUCATION FOUNDATION, INC. THROUGHOUT 2018, THE FOUNDATION RECEIVED APPROXIMATELY $118,000 FROM THE EDUCATION FOUNDATION IN THE FORM OF CASH, SHARES OF STOCK IN A PUBLICALLY-TRADED COMPANY AND THREE MUTUAL FUNDS WITH A NATIONAL BROCKERAGE FIRM. THE FUNDS WERE RECEIVED WITH RESTRICTIONS FOR THE STUDENT USE OF THE WATERTOWN PUBLIC SCHOOL SYSTEM. THE MERGER WAS THE RESULT OF A SHARED MISSIONOF PROVIDING EDUCATIONAL SUPPORT TO THE CHILDREN AND CITIZENS OF WATERTOWN. THROUGH THE MERGER, THE COMBINED FOUNDATIONS SEEK TO FURTHER THEIR COMMON MISSION BY ACHIEVING ECONOMIES OF SCALE AND OTHER SYNERGIES THROUGH INTRGRATION OF THEIR RESPECTIVE EFFORTS. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S FORM 990 IS PREPARED BY THE TREASURER OF THE ORGANIZATION. THE FOUNDATION'S EXECUTIVE COMMITTEE REVEIWS A DRAFT OF THE FORM 990. ONCE APPROVED BY THE EXECUTIVE COMMITTEE THE DRAFT OF THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL TO BE FILED WITH THE INTERNAL REVENUE SERVICE. A COPY OF THE FILED DOCUMENTED IS PROVIDED TO EACH MEMBER OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL WRITTEN AFFIRMATIONS ARE REQUIRED BY ALL BOARD MEMBERS AND THE EXECUTIVE COMMITTEE. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR ENSURING COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15A AS PART OF THE ANNUAL BUDGET PROCESS, THE EXECUTIVE COMMITTEE ACTS AS THE COMPENSATION COMMITTEE FOR THE EXECUTVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 18 THE FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE ON THE COMMONWEALTH OF MASSACHUSRTTS DEPARTMENT OF THE ATTORNEY GENERAL'S WEBSITE AND UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 DOCUMENT REQUESTS ARE MADE TO THE EXECUTIVE DIRECTOR VIA TELEPHONE OR EMAIL.