THE BRIDGEWATER STATE UNIVERSITY FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE BRIDGEWATER STATE UNIVERSITY FOUNDATION (EIN 22-2678005)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-01-10
- IRS object ID
- 201830109349300208
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-10T08:34:41-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043000523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR & DREW PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BRAINTREE HILL OFFICE PARK SUITE | AddressLine1Txt |
| Address Line2 | 102 | AddressLine2Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222678005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIDGEWATER STATE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRID | BusinessNameControlTxt |
| Phone | 5085312454 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 PARK TERRACE | AddressLine1Txt |
| City | BRIDGEWATER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02325 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA MOLIFE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5085315715 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A DIIULIS | PreparerPersonNm |
| PTIN | P00303577 | PTIN |
| Phone | 6174711120 | PhoneNum |
| Preparation | 2017-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.7.66.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 15:22:18 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4479D19C28D3409387681287DAD63A4CB912C0D2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 74380BF029914E54E951BED1574DF98E6D8C895A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRENDA MOLIFE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 PARK TERRACE | AddressLine1Txt |
| City | BRIDGEWATER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02325 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,230,520 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BRIDGEW.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO ASSIST BRIDGEWATER STATE UNIVERSITY IN ACHIEVING ITS GOAL OF EXCELLENCE IN ITS MAJOR FUNCTIONS OF TEACHING LEARNING AND RESEARCH IN THOSE EDUCATIONAL AREAS WHERE LITTLE OR NO STATE FUNDING IS AVAILABLE TO THE INSTITUTION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 26 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,496,210 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,792,314 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$42,347 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,475,033 | CYInvestmentIncomeAmt |
| PY Other Revenue | $202 | PYOtherRevenueAmt |
| CY Other Revenue | $30,568 | CYOtherRevenueAmt |
| PY Total Revenue | $3,454,065 | PYTotalRevenueAmt |
| CY Total Revenue | $3,297,915 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,469,549 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,355,913 | 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 | $76,195 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $416,173 | PYOtherExpensesAmt |
| CY Other Expenses | $667,980 | CYOtherExpensesAmt |
| PY Total Expenses | $1,885,722 | PYTotalExpensesAmt |
| CY Total Expenses | $2,023,893 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,568,343 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,274,022 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,036,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,951,859 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $549,736 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $826,460 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,486,941 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,125,399 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ASSIST BRIDGEWATER STATE UNIVERSITY IN ACHIEVING ITS GOAL OF EXCELLENCE IN ITS MAJOR FUNCTIONS OF TEACHING LEARNING AND RESEARCH IN THOSE EDUCATIONAL AREAS WHERE LITTLE OR NO STATE FUNDING IS AVAILABLE TO THE INSTITUTION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $862,958 | ExpenseAmt |
| Grant | $862,958 | GrantAmt |
| Desc | EXPENSES WERE INCURRED TO AWARD STUDENT SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO STUDENTS OF BRIDGEWATER STATE UNIVERSITY | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $467,955 | ExpenseAmt |
| Grant | $467,955 | GrantAmt |
| Desc | GIFTS TO BRIDGEWATER STATE UNIVERSITY TO ASSIST THE UNIVERSITY IN PROMOTING AREAS OF EDUCATION AND RESEARCH WHICH DO NOT RECEIVE STATE FUNDING | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,000 | ExpenseAmt |
| Grant | $25,000 | GrantAmt |
| Desc | GIFTS TO ORGANIZATIONS TO ASSIST IN PROMOTING AREAS OF EDUCATION AND RESEARCH WHICH DO NOT RECEIVE STATE FUNDING | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,355,913 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENDA MOLIFE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5085312454 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 PARK TERRACE | AddressLine1Txt |
| City | BRIDGEWATER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02325 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| MARIE BARONI ALLEN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS CARON | |||||||
| CHAIRMAN | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GEORGE CHARBONNEAU | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CLARE COLE | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER COONEY | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN B CRUZ III | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JEREMY S DAVID | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID P DEEP | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PHIL DESILVA | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| EUGENE J DURGIN JR | |||||||
| PAST CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GEORGE GURLEY | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PHYLLIS KLOCK | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JULIETTE JOHNSON | |||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ALLEN R LARSON | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| F SCOTT LONGO | |||||||
| BOT TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | 0.50 | |
| ARMAND MARCHAND | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MESSALINE | |||||||
| EMERITUS | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS M RICCIARDI | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID RUMRILL | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DR FRANCIS SHERRY | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PAUL D SILVIA | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL SMITH | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JASON STOCKER | |||||||
| PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | 0.50 |
| JOSEPH ST LAURENT | |||||||
| VICE CHAIRMAN | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ANN ULETT | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DONALD L VINCENT | |||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRENDA MOLIFE | |||||||
| EXECUTIVE DIRECTOR | 25.00 | $0 | $149,557 | $52,594 | Yes (X) | 25.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $149,557 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $52,594 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY | |||||
| 125 HIGH STREET 24TH FLOOR | BOSTON | MA | 02110 | INVESTMENT MANAGEMENT | $259,006 |
| COMMUNITY COUNSELLING SERVICE CO LLC | |||||
| 10 HIGH STREET SUITE 401 | BOSTON | MA | 02110 | CAPITAL CAMPAIGN | $225,167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $211,500 | FundraisingAmt |
| All Other Contributions | $1,580,814 | AllOtherContributionsAmt |
| Noncash Contributions | $491,031 | NoncashContributionsAmt |
| Total Contributions | $1,792,314 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $693,839 | TotalRevenueColumnAmt |
| Exclusion | $693,839 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,530,351 | SecuritiesAmt |
| Other | $182,016 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,635,124 | SecuritiesAmt |
| Other | $296,049 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $895,227 | SecuritiesAmt |
| Other | -$114,033 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $781,194 | TotalRevenueColumnAmt |
| Exclusion | $781,194 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $12,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $211,500 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,432 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,568 | TotalRevenueColumnAmt |
| Exclusion | $10,568 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAD DEBT RECOVERY | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $20,000 | TotalRevenueColumnAmt |
| Exclusion | $20,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,297,915 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,505,601 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $492,955 | TotalAmt |
| Program Services | $492,955 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $862,958 | TotalAmt |
| Program Services | $862,958 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,750 | TotalAmt |
| Management And General | $13,750 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,006 | TotalAmt |
| Management And General | $259,006 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,272 | TotalAmt |
| Management And General | $227,272 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,236 | TotalAmt |
| Management And General | $19,236 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,782 | TotalAmt |
| Management And General | $11,782 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,777 | TotalAmt |
| Management And General | $39,777 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| HOSPITALITY | $61,115 | $61,115 | |
| CHANGE IN SPLIT INTERES | $20,962 | $20,962 | |
| EVENT EXPENSE | $15,080 | $15,080 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,023,893 | TotalAmt |
| Program Services | $1,355,913 | ProgramServicesAmt |
| Management And General | $591,785 | ManagementAndGeneralAmt |
| Fundraising | $76,195 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,448,633 | BOYAmt |
| EOY | $1,739,784 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $891,520 | BOYAmt |
| EOY | $789,081 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $563,425 | BOYAmt |
| EOY | $83,307 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,160 | BOYAmt |
| EOY | $11,753 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,413,004 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $590,876 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,114,015 | BOYAmt |
| EOY | $1,822,128 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,703,876 | BOYAmt |
| EOY | $32,480,197 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,048 | BOYAmt |
| EOY | $25,609 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,036,677 | BOYAmt |
| EOY | $36,951,859 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,725 | BOYAmt |
| EOY | $17,547 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $641,009 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,011 | BOYAmt |
| EOY | $167,904 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $549,736 | BOYAmt |
| EOY | $826,460 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,316,883 | BOYAmt |
| EOY | $13,925,483 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,965,789 | BOYAmt |
| EOY | $5,180,518 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,204,269 | BOYAmt |
| EOY | $17,019,398 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,486,941 | BOYAmt |
| EOY | $36,125,399 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,036,677 | BOYAmt |
| EOY | $36,951,859 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,274,022 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,364,436 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,335,741 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,335,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,358,522 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,496,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,792,314 | CurrentTaxYearAmt |
| Total | $12,317,922 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $180,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,941 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,133,993 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $927,251 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,209,783 | CurrentTaxYearAmt |
| Total | $3,586,783 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,516,556 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,470,076 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,492,515 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,423,461 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,002,097 | CurrentTaxYearAmt |
| Total | $15,904,705 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $15,904,705 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $493,123 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $497,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $632,581 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $685,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $693,839 | CurrentTaxYearAmt |
| Total | $3,002,767 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,000 | CurrentTaxYearAmt |
| Total | $135,714 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,043,186 | TotalSupportAmt |
| Public Support CY170 | 0.83520 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83510 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,170,058 | BeginningYearBalanceAmt |
| Contributions | $996,935 | ContributionsAmt |
| Investment Earnings Or Losses | $2,085,877 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,052,954 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,199,916 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,427,673 | BeginningYearBalanceAmt |
| Contributions | $3,107,998 | ContributionsAmt |
| Investment Earnings Or Losses | -$445,276 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $920,337 | GrantsOrScholarshipsAmt |
| End Year Balance | $20,170,058 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,758,051 | BeginningYearBalanceAmt |
| Contributions | $3,972,252 | ContributionsAmt |
| Investment Earnings Or Losses | -$584,385 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $718,245 | GrantsOrScholarshipsAmt |
| End Year Balance | $18,427,673 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,208,731 | BeginningYearBalanceAmt |
| Contributions | $788,995 | ContributionsAmt |
| Investment Earnings Or Losses | $2,447,589 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$691,074 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,810 | OtherExpendituresAmt |
| End Year Balance | $15,758,051 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,103,288 | BeginningYearBalanceAmt |
| Contributions | $576,717 | ContributionsAmt |
| Investment Earnings Or Losses | $1,075,788 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$547,062 | GrantsOrScholarshipsAmt |
| End Year Balance | $13,208,731 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.76660 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23340 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $531,135 | OtherCostOrOtherBasisAmt |
| Book Value | $531,135 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,825,364 | OtherCostOrOtherBasisAmt |
| Depreciation | $534,371 | DepreciationAmt |
| Book Value | $1,290,993 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,505 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,505 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,822,128 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUNDS | Desc |
| Book Value | $32,480,197 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $32,480,197 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY PAYABLE | Desc |
| Amt | $167,904 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $167,904 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,708,593 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,364,436 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,209,783 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,432 | OtherRevenueAmt |
| Revenue Not Reported | $3,575,651 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,132,942 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $259,006 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$94,033 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $164,973 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,297,915 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,956,102 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,209,783 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$18,568 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,191,215 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,764,887 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $259,006 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $259,006 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,023,893 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION HAS BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICE THAT IT MEETS THE QUALIFICATIONS TO BE CLASSIFIED AS A TAX EXEMPT ENTITY UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. AS A NOT-FOR-PROFIT ENTITY EXEMPT FROM INCOME TAXES, THE FOUNDATION MAY, HOWEVER, BE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES REQUIRE AN ENTITY TO ASSESS THE PROBABILITY THAT A TAX POSITION HAS A "MORE LIKELY THAN NOT" SUSTAINABILITY AFTER REVIEW BY TAX AUTHORITIES. IF A TAX POSITION IS DEEMED NOT TO MEET THIS THRESHOLD, ANY UNRECOGNIZED TAX BENEFITS AND COSTS ARE ESTIMATED AND RECOGNIZED. TAX RETURNS ARE ROUTINELY OPEN FOR REVIEW BY THE TAX AUTHORITIES FOR THREE YEARS FROM THEIR DUE DATE. IN CERTAIN CIRCUMSTANCES, THE STATUTE OF LIMITATIONS MAY REMAIN OPEN INDEFINITELY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES ALLOCATED TO NET INCOME FROM FUNDRAISING EVENTS 1,432. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON SALE OF PROPERTY -114,033. BAD DEBT RECOVERY 20,000. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES ALLOCATED TO NET INCOME FROM FUNDRAISING EVENTS 1,432. BAD DEBT RECOVER -20,000. |
| PART V, LINE 4 | THE INTENDED USE OF THE ENDOWMENT FUND IS TO SUPPORT THE PROGRAMS OF THE FOUNDATION. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY COUNSELLING SERVICE CO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 HIGH ST 401 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PREPARATION FOR FUTURE CAMPAIGNS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $225,167 | RetainedByContractorAmt |
| Net To Organization | -$225,167 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $225,167 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$225,167 | TotalNetToOrganizationAmt |
| Licensed States | MA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LEADERSHIP DINNER | Event1Nm |
| Gross Receipts Event1 | $223,500 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $211,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $12,000 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $1,432 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $223,500 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $211,500 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $12,000 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,432 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,432 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $10,568 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| BRIDGEWATER STATE UNIVERSITY | ||||||||||
| 25 PARK TERRACE | BRIDGEWATER | MA | 02325 | 043010428 | 115 | $373,155 | $94,800 | FMV | ARTWORK | SUPPORT OF THE UNIVERSITY PRIMARILY THROUGH THE ANNUAL FUND AND OTHER DONOR DESIGNATIONS |
| HAPPY CHILDHOOD FOUNDATION | ||||||||||
| 216 W JACKSON BLVD SUITE 625 | CHICAGO | IL | 60606 | 990367195 | 501(C)(3) | $25,000 | FMV | DONOR DESIGNATED SUPPORT | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 648 | RecipientCnt |
| Cash Grant | $862,958 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 : | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION ENSURES THAT GRANT RECIPIENTS ARE ELIGIBLE FOR GRANTS BASED ON A SET OF ESTABLISHED CRITERIA. THE SELECTION CRITERIA IS REVIEWED ON A PERIODIC BASIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA MOLIFE | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $149,557 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $52,594 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $202,151 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $94,800 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL VALUE | MethodOfDeterminingRevenuesTxt |
Intellectual Property IntellectualPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $335,116 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SODEXHO CAMPUS SERVICES | 1 | $55,725 | ESTIMATED FOOD/BEV V |
| Yes (X) | OTHER | 1 | $5,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION'S EXECUTIVE DIRECTOR, VICE PRESIDENT OF FINANCE AND COMPTROLLER DETAIL REVIEWS THE 990 PRIOR TO FILING. THE 990 IS MADE AVALIABLE TO ALL BOARD MEMBERS THROUGH A SECURE INTERNET PORTAL. ONCE APPROVED, THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS AND KEY EMPLOYEES DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS ON AN ANNUAL BASIS AT THE ANNUAL MEETING. COMPLIANCE AND ENFORCEMENT IS MONITORED AT THE ANNUAL MEETING AND MANDATED BY MASSACHUSETTS LAW. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE LOCATED AT 25 PARK TERRACE BRIDGEWATER, MA 02325 AND AVAILABLE UPON REQUEST |
| FORM 990, PART IX, LINE 11G | CAMPAIGN CONSULTANT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 227,272. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 227,272. |
| FORM 990, PART XII, SECTION A, LINE 2C | THE ORGANIZATION HAS AN AUDIT COMMITTEE WHOSE PURPOSE IS THE OVERSIGHT AND REVIEW OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BRIDGEWATER ALUMNI ASSOCIATION | ||||||||||
| 25 PARK TERRACE | BRIDGEWATER | MA | 02325 | 042199546 | SCHOLARSHIPS AND GRANTS | MA | 501(C)(3) | 5 | N/A | 0 |
| BRIDGEWATER STATE UNIVERSITY | ||||||||||
| 131 SUMMER STREET | BRIDGEWATER | MA | 02325 | 043010428 | HIGHER EDUCATION | MA | 115 | N/A | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BRIDGEWATER STATE UNIVERSITY | ||
| O | $976,878 | ESTIMATED COST PER EMPLOYEES |
| BRIDGEWATER STATE UNIVERSITY | ||
| B | $467,955 | GIFTS TO THE UNIVERSITY |
| BRIDGEWATER STATE UNIVERSITY | ||
| B | $202,905 | INKIND PROPERTY IMPROVEMENTS |
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