2018-01-10T08:34:41-06:00 2017-06-30 043000523 O'CONNOR & DREW PC 25 BRAINTREE HILL OFFICE PARK SUITE 102 BRAINTREE MA 02184 990 2016-07-01 222678005 BRIDGEWATER STATE UNIVERSITY FOUNDATION BRID 5085312454 25 PARK TERRACE BRIDGEWATER MA 02325 BRENDA MOLIFE EXECUTIVE DIRECTOR 5085315715 2017-11-15 1 DAVID A DIIULIS P00303577 6174711120 2017-11-15 108.7.66.186 2017-11-15 15:22:18 ES P 4479D19C28D3409387681287DAD63A4CB912C0D2 74380BF029914E54E951BED1574DF98E6D8C895A 2016 2021-01-29 14:40:06Z BRENDA MOLIFE 25 PARK TERRACE BRIDGEWATER MA 02325 24230520 0 X WWW.BRIDGEW.EDU X 1984 MA 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. 25 24 0 26 0 0 3496210 1792314 0 0 -42347 1475033 202 30568 3454065 3297915 1469549 1355913 0 0 0 0 0 0 76195 416173 667980 1885722 2023893 1568343 1274022 33036677 36951859 549736 826460 32486941 36125399 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. 0 0 862958 862958 EXPENSES WERE INCURRED TO AWARD STUDENT SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO STUDENTS OF BRIDGEWATER STATE UNIVERSITY 467955 467955 GIFTS TO BRIDGEWATER STATE UNIVERSITY TO ASSIST THE UNIVERSITY IN PROMOTING AREAS OF EDUCATION AND RESEARCH WHICH DO NOT RECEIVE STATE FUNDING 25000 25000 GIFTS TO ORGANIZATIONS TO ASSIST IN PROMOTING AREAS OF EDUCATION AND RESEARCH WHICH DO NOT RECEIVE STATE FUNDING 1355913 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X X BRENDA MOLIFE 5085312454 25 PARK TERRACE BRIDGEWATER MA 02325 MARIE BARONI ALLEN DIRECTOR 0.50 X 0 0 0 THOMAS CARON CHAIRMAN 0.50 X X 0 0 0 GEORGE CHARBONNEAU DIRECTOR 0.50 X 0 0 0 CLARE COLE DIRECTOR 0.50 X 0 0 0 CHRISTOPHER COONEY DIRECTOR 0.50 X 0 0 0 JOHN B CRUZ III DIRECTOR 0.50 X 0 0 0 JEREMY S DAVID DIRECTOR 0.50 X 0 0 0 DAVID P DEEP DIRECTOR 0.50 X 0 0 0 PHIL DESILVA DIRECTOR 0.50 X 0 0 0 EUGENE J DURGIN JR PAST CHAIR 0.50 X X 0 0 0 GEORGE GURLEY DIRECTOR 0.50 X 0 0 0 PHYLLIS KLOCK DIRECTOR 0.50 X 0 0 0 JULIETTE JOHNSON SECRETARY 0.50 X X 0 0 0 ALLEN R LARSON DIRECTOR 0.50 X 0 0 0 F SCOTT LONGO BOT TRUSTEE 0.50 0.50 X 0 0 0 ARMAND MARCHAND DIRECTOR 0.50 X 0 0 0 DAVID MESSALINE EMERITUS 0.50 X 0 0 0 LOUIS M RICCIARDI DIRECTOR 0.50 X 0 0 0 DAVID RUMRILL DIRECTOR 0.50 X 0 0 0 DR FRANCIS SHERRY DIRECTOR 0.50 X 0 0 0 PAUL D SILVIA DIRECTOR 0.50 X 0 0 0 DANIEL SMITH DIRECTOR 0.50 X 0 0 0 JASON STOCKER PRESIDENT 0.50 0.50 X X 0 0 0 JOSEPH ST LAURENT VICE CHAIRMAN 0.50 X X 0 0 0 ANN ULETT DIRECTOR 0.50 X 0 0 0 DONALD L VINCENT TREASURER 0.50 X X 0 0 0 BRENDA MOLIFE EXECUTIVE DIRECTOR 25.00 25.00 X 0 149557 52594 0 149557 52594 0 0 1 0 MORGAN STANLEY 125 HIGH STREET 24TH FLOOR BOSTON MA 02110 INVESTMENT MANAGEMENT 259006 COMMUNITY COUNSELLING SERVICE CO LLC 10 HIGH STREET SUITE 401 BOSTON MA 02110 CAPITAL CAMPAIGN 225167 2 211500 1580814 491031 1792314 693839 693839 21530351 182016 20635124 296049 895227 -114033 781194 781194 12000 211500 1432 10568 10568 BAD DEBT RECOVERY 900099 20000 20000 20000 3297915 0 0 1505601 X 492955 492955 862958 862958 13750 13750 259006 259006 227272 227272 19236 19236 11782 11782 39777 39777 HOSPITALITY 61115 61115 CHANGE IN SPLIT INTERES 20962 20962 EVENT EXPENSE 15080 15080 2023893 1355913 591785 76195 1448633 1739784 891520 789081 563425 83307 19160 11753 2413004 590876 1114015 1822128 28703876 32480197 296048 25609 33036677 36951859 368725 17547 641009 181011 167904 549736 826460 X 12316883 13925483 3965789 5180518 16204269 17019398 32486941 36125399 33036677 36951859 1274022 2364436 0 X X 0 1 X 1 0 X 1335741 1335135 4358522 3496210 1792314 12317922 180815 134941 1133993 927251 1209783 3586783 1516556 1470076 5492515 4423461 3002097 15904705 15904705 493123 497284 632581 685940 693839 3002767 41470 33574 36520 12150 12000 135714 19043186 0.83520 0.83510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20170058 996935 2085877 1052954 22199916 18427673 3107998 -445276 920337 20170058 15758051 3972252 -584385 718245 18427673 13208731 788995 2447589 -691074 3810 15758051 12103288 576717 1075788 -547062 13208731 0.76660 0.23340 0 0 531135 531135 1825364 534371 1290993 56505 56505 0 1822128 MUTUAL FUNDS 32480197 F 32480197 ANNUITY PAYABLE 167904 167904 X 6708593 2364436 1209783 1432 3575651 3132942 259006 -94033 164973 3297915 2956102 1209783 -18568 1191215 1764887 259006 259006 2023893 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. X X X X 1 COMMUNITY COUNSELLING SERVICE CO LLC 10 HIGH ST 401 BOSTON MA 02110 PREPARATION FOR FUTURE CAMPAIGNS 0 0 225167 -225167 225167 -225167 MA LEADERSHIP DINNER 223500 211500 12000 1432 223500 211500 12000 1432 1432 10568 1 BRIDGEWATER STATE UNIVERSITY 25 PARK TERRACE BRIDGEWATER MA 02325 043010428 115 373155 94800 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) 25000 FMV DONOR DESIGNATED SUPPORT 2 SCHOLARSHIPS 648 862958 FMV SCHEDULE I, PART I, LINE 2 : 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. 0 0 0 0 0 0 0 0 0 BRENDA MOLIFE EXECUTIVE DIRECTOR 0 149557 0 0 0 0 0 0 0 52594 0 202151 0 0 X 5 94800 APPRAISAL VALUE X 8 335116 FMV X SODEXHO CAMPUS SERVICES 1 55725 ESTIMATED FOOD/BEV V X OTHER 1 5390 0 1 0 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. 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 0 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 BRIDGEWATER STATE UNIVERSITY O 976878 ESTIMATED COST PER EMPLOYEES BRIDGEWATER STATE UNIVERSITY B 467955 GIFTS TO THE UNIVERSITY BRIDGEWATER STATE UNIVERSITY B 202905 INKIND PROPERTY IMPROVEMENTS