2017-11-15T15:24:56-06:00 2016-12-31 990 2016-01-01 464101902 RSM BOSTON FOUNDATION INC RSMB 6179129000 80 CITY SQUARE BOSTON MA 02129 MICHAEL FERRARO TREASURER 6179129000 2017-11-15 108.171.131.188 2017-11-15 15:25:59 ES P 797C4527DD8FA635CA18458D5F36AC81F3168434 808B1D28703E5C3EA38D0C6AFAC88E3156F3957D 2016 2017-02-10 21:41:12Z MICHAEL FERRARO 80 CITY SQUARE BOSTON MA 02129 363116 0 X RSMBOSTONFOUNDATION.COM X 2013 MA THE RSM BOSTON FOUNDATION ("FOUNDATION") INSPIRES EMPLOYEES OF RSM US LLP TO BECOME INVOLVED IN GIVING BACK TO COMMUNITIES AND CAUSES THAT THEY CARE ABOUT; AND, IN SO DOING, TO SUPPORT ONE ANOTHER AND TO BUILD A STRONGER TEAM. THE FOUNDATION IS WHOLLY INDEPENDENT OF RSM US LLP AND IS RUN ENTIRELY BY THE VOLUNTEER EFFORTS OF BOSTON OFFICE EMPLOYEES AND FORMER EMPLOYEES STILL DEVOTED TO THE MISSION WHO SERVE AS DIRECTORS, OFFICERS AND MEMBERS OF COMMITTEES THAT ADDRESS THE MISSION NEEDS OF THE ORGANIZATION. 12 12 0 195 0 0 277017 363115 0 0 1 1 0 0 277018 363116 261353 289280 0 0 0 0 0 0 0 5714 38679 267067 327959 9951 35157 129112 169904 10000 15635 119112 154269 X THE RSM BOSTON FOUNDATION ("FOUNDATION") INSPIRES EMPLOYEES OF RSM US LLP TO BECOME INVOLVED IN GIVING BACK TO COMMUNITIES AND CAUSES THAT THEY CARE ABOUT; AND, IN SO DOING, TO SUPPORT ONE ANOTHER AND TO BUILD A STRONGER TEAM. THE FOUNDATION IS WHOLLY INDEPENDENT OF RSM US LLP AND IS RUN ENTIRELY BY THE VOLUNTEER EFFORTS OF BOSTON OFFICE EMPLOYEES AND FORMER EMPLOYEES STILL DEVOTED TO THE MISSION WHO SERVE AS DIRECTORS, OFFICERS AND MEMBERS OF COMMITTEES THAT ADDRESS THE MISSION NEEDS OF THE ORGANIZATION. 0 0 301880 289280 RSM BOSTON FOUNDATION, INC. RAISES VOLUNTARY DONATIONS FROM RSM BOSTON EMPLOYEES THROUGH PAYROLL DEDUCTIONS. RSM BOSTON EMPLOYEES VOLUNTEER ON FUNDRAISING EVENTS TO RAISE ADDITIONAL FUNDS FOR THE ORGANIZATION. ALL THE DONATIONS RECEIVED BY THE ORGANIZATION ARE GIVEN TO VARIOUS PUBLIC CHARITIES THAT ARE RECOMMENDED BY RSM BOSTON EMPLOYEES AND REVIEWED BY THE GRANT COMMITTEE OF THE ORGANIZATION. 301880 1 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 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 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X MICHAEL FERRARO 6172411242 80 CITY SQUARE BOSTON MA 02129 X MAGGIE BERKELEY DIRECTOR 2.00 X 0 0 0 DANIEL BONNETTE DIRECTOR 2.00 X 0 0 0 ANTHONY BOUCHER DIRECTOR 2.00 X 0 0 0 RACHELE CATURANO DIRECTOR (UNTIL JUNE 2016) 2.00 X 0 0 0 MARGARET CONWAY DIRECTOR (UNTIL DEC. 2016) 2.00 X 0 0 0 RANDALL DAVIS DIRECTOR 2.00 X 0 0 0 MICHAEL FERRARO PRESIDENT/DIRECTOR 2.00 X X 0 0 0 MICHAEL FORASTE DIRECTOR 2.00 X 0 0 0 JOHN GERACI DIRECTOR 2.00 X 0 0 0 KARIN GILMARTIN CLERK/DIRECTOR 2.00 X X 0 0 0 SARAH GOSCINAK DIRECTOR 2.00 X 0 0 0 LYNNE JOHNSON TREASURER/DIRECTOR (UNTIL DEC. 2016) 2.00 X X 0 0 0 MELISSA LUPO DIRECTOR 2.00 X 0 0 0 ALEX MONAHAN DIRECTOR 2.00 X 0 0 0 PAUL VALENTE DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 363115 363115 1 1 363116 0 0 1 289280 289280 155 155 MISCELLANEOUS 20962 20962 EVENT EXPENSES 12600 12600 VOLUNTEERING EVENTS 4962 4962 327959 301880 26079 0 92487 124020 502 503 36123 45381 129112 169904 10000 15635 10000 15635 X 119112 154269 119112 154269 129112 169904 35157 0 X 1 X 0 1 0 X 298669 277017 363115 938801 298669 277017 363115 938801 82776 856025 1 1 1 3 938804 X 0 X PART X, LINE 2: UNDER FASB ASC 740 INCOME TAXES, THE FOUNDATION RECOGNIZES THE TAX BENEFIT OF TAX POSITIONS TO THE EXTENT THAT THE BENEFIT WILL MORE LIKELY THAN NOT BE REALIZED. THE DETERMINATION AS TO WHETHER THE TAX BENEFIT WILL MORE LIKELY THAN NOT BE REALIZED IS BASED UPON THE TECHNICAL MERITS OF THE TAX POSITION AS WELL AS CONSIDERATION OF THE AVAILABLE FACTS AND CIRCUMSTANCES. AS OF DECEMBER 31, 2016, THE FOUNDATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. 1 RSM US FOUNDATION 331 W 3RD ST STE 200 DAVENPORT IA 52801 472248988 501(C)(3) 115378 ONEORLANDO FUND AND BIRDIES FOR LOVE BEST BUDDIES (MIAMI) 100 SOUTHEAST SECOND ST STE 2200 MIAMI FL 33131 521614576 501(C)(3) 5800 GENERAL OPERATIONS RED SOX FOUNDATION 4 YAWKEY WAY BOSTON MA 02215 331007984 501(C)(3) 7600 GENERAL OPERATIONS SPECIAL OLYMPICS MASSACHUSETTS INC 512 FOREST STREET MARLBOROUGH MA 01752 237242294 501(C)(3) 8200 GENERAL OPERATIONS JUNIOR ACHIEVEMENT OF NORTHERN NEW ENGLAND 400 FIFTH AVENUE WALTHAM MA 02451 042127020 501(C)(3) 7317 GENERAL OPERATIONS 4 0 PART I, LINE 2: THE POTENTIAL RECIPIENTS OF THE GRANTS ARE RECOMMENDED BY EMPLOYEES OF THE BOSTON OFFICE OF RSM US LLP BY COMPLETING AND SUBMITTING AN EMPLOYEE DONATION REQUEST FORM. THE GRANT COMMITTEE OF THE FOUNDATION VERIFIES THAT THE AMOUNT REQUESTED ALIGNS WITH ESTABLISHED GUIDELINES AND VERIFIES THAT THE CHARITY RECEIVING THE FUNDS IS RECOGNIZED AS A 501(C)(3) ORGANIZATION. FORM 990, PART I, LINE 6, DESCRIPTION OF VOLUNTEERS: THE EMPLOYEES OF THE BOSTON OFFICE OF RSM US LLP VOLUNTEER AT LOCAL FOOD AND CLOTHING BANKS (GREATER BOSTON FOOD BANK, CRADLES TO CRAYONS, ROSIE'S PLACE, MISSION SAFE, GOODWILL), ASSIST WITH FUNDRAISING EVENTS FOR OTHER LOCAL NONPROFITS (SPECIAL OLYMPICS, HOME BASE, RED SOX FOUNDATION), RUN RACES TO RAISE FUNDS FOR OTHER NONPROFITS (CORPORATE CHALLENGE, JOLLY JAUNT, RACE TO HOME PLATE), SPONSOR HOLIDAY EVENTS FOR LOCAL CHILDREN IN NEED (WISHING WONDERLAND) AND HELP TO BUILD HOMES (HABITAT), REPAIR FACILITIES (CARDINAL CUSHING CENTER), TALLY FUNDS (MARCH OF DIMES) AND EDUCATE YOUNG ADULTS (JUNIOR ACHIEVEMENT). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DRAFT FORM BY THE OFFICERS OF THE ORGANIZATION. ALL QUESTIONS AND CONCERNS ARE ADDRESSED AND RESOLVED BEFORE BECOMING FINAL. THE FINAL FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE ORGANIZATION IS TAX-EXEMPT AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. EACH PERSON MUST DISCLOSE ANY INFORMATION RELATING TO ANY ACTUAL OR POTENTIAL FINANCIAL OR DUALITY INTEREST IN THE STATEMENT. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL OR DUALITY INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL OR DUALITY INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, FORM 990, CONFLICT OF INTEREST POLICY, GOVERNANCE POLICIES AND PROCEDURES AND OTHER APPROPRIATE GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE ORGANIZATION'S FORM 990 IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. RSM US LLP 1 S WACKER DR SUITE 800 CHICAGO IL 60606 420714325 PUBLIC ACCOUNTING IL N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0