2017-11-13T14:57:28-06:00 2017-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2016-07-01 043559945 CODMAN ACADEMY FOUNDATION INC CODM 6172870700 637 WASHINGTON STREET DORCHESTER MA 02124 MARY WEBER PRESIDENT 6172870700 2017-11-09 1 JOHN BUCKLEY CPA P00830631 5083669100 2017-11-07 64.238.141.162 2017-11-09 09:18:59 ES P 6B21DE2CF195C2E0141919377A4F5EEFB113930C E389E89C54D8B2D0E67DFD5473BAB8CDEAF766EE 2016 2017-02-10 21:41:12Z MARY WEBER 637 WASHINGTON STREET DORCHESTER MA 02124 2253514 0 X CODMANACADEMY.ORG X 2001 MA TO SUPPORT THE MISSION OF CODMAN ACADEMY CHARTER PUBLIC SCHOOL. 17 17 0 17 0 0 1014397 918163 0 0 129765 148251 88574 853315 1232736 1919729 500000 350000 0 0 0 0 0 0 0 20203 141652 520203 491652 712533 1428077 16908910 17245809 8192457 7101279 8716453 10144530 TO SUPPORT THE MISSION OF THE CODMAN ACADEMY CHARTER PUBLIC SCHOOL. 0 0 360753 350000 391056 TO PROMOTE THE FINANCIAL WELL-BEING OF THE CODMAN ACADEMY CHARTER PUBLIC SCHOOL AND TO SUPPORT VARIOUS STUDENT ENRICHMENT ACTIVITIES. 360753 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X X DAWN LEANESS 6172870700 637 WASHINGTON STREET DORCHESTER MA 02124 X CHRISTINE CARSMAN DIRECTOR 1.00 X 0 0 0 ROANN COSTIN DIRECTOR 1.00 X 0 0 0 CHRISTOPHER DEL COL DIRECTOR 1.00 X 0 0 0 JAMES DILLON DIRECTOR 1.00 X 0 0 0 PERRIN GRAYSON DIRECTOR 1.00 X 0 0 0 CHRISTOPHER HARRIS DIRECTOR, CLERK 1.00 X X 0 0 0 MARIANNE LORD DIRECTOR 1.00 X 0 0 0 LAWRENCE O'DONNELL DIRECTOR 1.00 X 0 0 0 ANDREW PERLMUTTER DIRECTOR 1.00 X 0 0 0 WILLIAM WALL DIRECTOR, TREASURER 1.00 X X 0 0 0 STEPHEN SANDAK DIRECTOR 1.00 X 0 0 0 MARY WEBER DIRECTOR, PRESIDENT 1.00 X X 0 0 0 PATTI SARIS DIRECTOR 1.00 X 0 0 0 MEREDITH HOLLIS JOINED DURING FY17 DIRECTOR 1.00 X 0 0 0 BILL TRIANT JOINED DURING FY17 DIRECTOR 1.00 X 0 0 0 MBAKWE OKAFOR DIRECTOR 1.00 X 0 0 0 CANDACE LAU-HANSEN DIRECTOR 1.00 X 0 0 0 JUSTIN HARRISON LEFT DURING FY17 DIRECTOR 1.00 X 0 0 0 DAVID THILL LEFT DURING FY17 DIRECTOR 1.00 X 0 0 0 MARLON THOMPSON LEFT DURING FY17 DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 918163 918163 148251 148251 391056 333785 57271 57271 57271 152044 0 152044 152044 SALE OF HISTORIC TAX C 999999 644000 644000 644000 1919729 57271 0 944295 350000 350000 27460 27460 102650 102650 10753 10753 MISCELLANEOUS 789 789 491652 360753 130899 0 76335 129334 2873555 3204464 1078140 1047973 12816800 12816800 16349 10260 85208 48230 47731 36978 16908910 17245809 106848 7333 4000000 2819978 3900000 3900000 185609 373968 8192457 7101279 X 6980935 8960832 1705223 1153403 30295 30295 8716453 10144530 16908910 17245809 1428077 0 X X 0 1 X 1 0 X X 1 CODMAN ACADEMY CHARTER PUBLIC SCHOOL 043559945 6 1 350000 0 1 350000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 X 1 1 PART IV, SECTION E, LINE 2A CODMAN ACADEMY FOUNDATIONS SUPPORTS CODMAN ACADEMY PUBLIC CHARTER SCHOOL BY PROVIDING FUNDING FOR THE OPERATIONS OF THE SCHOOL. PART IV, SECTION E, LINE 2B THE CODMAN ACADEMY PUBLIC CHARTER SCHOOL WOULD HAVE DIRECTED ITS CHARITABLE RESOURCES TO PROVIDE STUDENTS WITH EDUCATION AND OTHER ENRICHMENT ACTIVITIES BUT FOR CODMAN ACADEMY FOUNDATION'S INVOLVEMENT. PART IV, SECTION D, LINE 3 SOME OF THE FOUNDATION'S BOARD MEMBERS SERVED ON THE BOARD OF THE SUPPORTED ORGANIZATION. THESE SHARED BOARD MEMBERS AND MANAGEMENT ALSO ARE PART OF THE DECISION MAKING GROUP THAT DECIDES WHEN AND IF SOME ASSETS OF THE FOUNDATIONS SHOULD BE DIRECTED TO THE SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30295 30295 30295 30295 25295 5000 30295 25295 25295 25295 25295 1.00000 0 0 63590 29496 34094 21618 18734 2884 36978 DUE TO RELATED PARTY 373968 373968 ANNUAL EVENT 152044 152044 152044 152044 152044 1 CODMAN ACADEMY CHARTER PUBLIC SCHOOL 637 WASHINGTON STREET DORCHESTER MA 02124 043553188 N/A 350000 FMV TO ENHANCE THE EDUCATIONAL PROGRAM OF CODMAN ACADEMY CHARTER PUBLIC SCHOOL 1 PART I, LINE 2: THE BOARD OF TRUSTEES APPROVES GRANT AWARDS TO CODMAN ACADEMY CHARTER PUBLIC SCHOOL. A MASSDEVELOPMENT SERIES 2014A 043431814 NONEAVAIL 2014-12-23 4000000 FOR PROPERTY ACQUISITION AND IMPROVEMENT 0 0 0 A 1180022 4000000 4000000 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE TREASURER OF THE BOARD OF TRUSTEES AND PROVIDED TO ALL BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER AND MEMBER OF THE BOARD IS REQUIRED TO ANNUALLY SIGN A STATEMENT THAT AFFIRMS THEY HAVE READ, UNDERSTOOD AND AGREES TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 18 CODMAN ACADEMY FOUNDATION, INC. MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 CODMAN ACADEMY FOUNDATION, INC. (THE FOUNDATION) MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FOUNDATION'S FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ATTORNEY GENERAL OF MASSACHUSETTS' WEBSITE. FORM 990, PART XII, LINE 2C: CODMAN ADADEMY FOUNDATION, INC. DID NOT CHANGE EITHER ITS OVERSIGHT OF AUDIT PROCESS OR SELECTION OF AN INDEPENDENT ACCOUNTANT PROCESS DURING THE TAX YEAR. FORM 990, PART VI, SECTION B, LINE 15: CODMAN ACADEMY FOUNDATION, INC. DOES NOT HAVE EMPLOYEES FORM 990, PART VI, LINE 18: THE ORGANIZATION'S TAX FILINGS ARE ALSO AVAILABLE ON MASSACHUSETTS' ATTORNEY GENERAL'S WEBSITE. CODMAN ACADEMY CHARTER PUBLIC SCHOOL 637 WASHINGTON STREET DORCHESTER MA 02124 GRADE K-1 TO 12 SCHOOL MA 170(B)(1)(A) N/A N/A 0 CODMAN ACADEMY REALTY CORP 637 WASHINGTON STREET DORCHESTER MA 02124 SUPPORT THE FOUNDATION AND SCHOOL MA 501(C)(3) N/A N/A 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 CODMAN ACADEMY CHARTER PUBLIC SCHOOL B 350000 AMOUNT OF GRANT TO SCHOOL CODMAN ACADEMY CHARTER PUBLIC SCHOOL J 391056 AMOUNT OF RENT RECEIVED CODMAN ACADEMY REALTY CORP D 4000000 AMOUNT DRAWN DOWN ON THE LOAN CODMAN ACADEMY CHARTER PUBLIC SCHOOL E 7900000 AMOUNT OF BONDS GUARANTEED CODMAN ACADEMY REALTY CORP K 240000 AMOUNT OF RENT EXPENSE CODMAN ACADEMY CHARTER PUBLIC SCHOOL E 408525 AMOUNT OF OPERATING LOAN