2017-11-10T15:56:12-06:00 2017-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2016-07-01 473093274 BOSTON SCHOOLS FUND INC BOST 6172164567 31 HEATH STREET NO 9 BOSTON MA 02130 WILL AUSTIN FOUNDER & CHIEF EXECUTIVE OFFICER 6172164567 2017-11-10 1 THOMAS WASHBURN CPA P00537319 5083669100 2017-11-08 64.238.141.162 2017-11-10 09:53:47 ES P 3E440E6A185EDC2B926E5F70C0D5813905974454 E389E89C54D8B2D0E67DFD5473BAB8CDEAF766EE 2016 2017-02-10 21:41:12Z WILLIAM AUSTIN 31 HEATH STREET SUITE 9 BOSTON MA 02130 4624714 0 X WWW.BOSTONSCHOOLSFUND.ORG X 2015 MA BOSTON SCHOOLS FUND INC. (BSF) IS BUILT ON THE BELIEF THAT EVERY CHILD IN BOSTON DESERVES A SEAT IN A SCHOOL THAT IS RIGHT FOR THEM. BSF PROVIDES FINANCIAL AND ADMINISTRATIVE SUPPORT DIRECTLY TO HIGH-PERFORMING SCHOOLS OF ALL TYPES TO HELP THESE SCHOOLS GROW AND SERVE MORE STUDENTS. BSF'S WORK WILL INCREASE THE NUMBER OF SEATS IN BOSTON'S HIGH-PERFORMING DISTRICT, CHARTER, AND CATHOLIC SCHOOLS BY ONE-THIRD OVER THE NEXT FIVE YEARS. THIS WILL PUT BOSTON ON TRACK TO OFFER A SEAT IN A HIGH-PERFORMING SCHOOL TO THE MAJORITY OF ITS CHILDREN BY 2025. 3 2 5 2 0 0 2543000 4623918 0 0 917 796 0 0 2543917 4624714 1095438 890701 0 0 416207 473271 0 0 91634 185756 121618 1697401 1485590 846516 3139124 1109991 4110075 191395 52355 918596 4057720 X BSF SUPPORTS AND FUNDS THE GROWTH OF HIGH-QUALITY, HIGH-DEMAND SCHOOLS OF ALL TYPES. EVERY CHILD AND FAMILY IS UNIQUE, SO WE SUPPORT DIVERSE SCHOOL MODELS THAT VARY IN CURRICULUM, GRADESPAN, GEOGRAPHY, AND GOVERNANCE, AMONG MANY OTHER FACTORS. 1 0 1284996 886201 SCHOOLS-THE PRIMARY FOCUS OF BSF'S PROGRAM WORK INCLUDES THE IDENTIFICATION AND DIRECT SUPPORT OF HIGH-QUALITY DISTRICT, CHARTER, AND CATHOLIC SCHOOLS WHICH ARE ABLE TO GROW TO SERVE MORE STUDENTS. BSF WORKS WITH THESE SCHOOLS TO SUPPORT THEIR GROWTH AND ENSURE THAT THE SCHOOLS MAINTAIN THEIR HIGH QUALITY AS THEY GROW. IN ADDITION, BSF WORKS DIRECTLY WITH FAMILIES AND COMMUNITY LEADERS IN BOSTON TO BETTER UNDERSTAND HOW AND WHY FAMILIES CHOOSE SCHOOLS IN BOSTON. WE THEN WORK WITH SCHOOLS TO PROVIDE SERVICES THAT FAMILIES ARE INTERESTED IN, AND WE DEVELOP TOOLS TO HELP FAMILIES LEARN MORE ABOUT SCHOOLS. 6122 4500 POLICY-BSF SUPPORTS CITYWIDE POLICY INITIATIVES THAT MAKE IT EASIER FOR FAMILIES TO ACCESS HIGH-QUALITY SCHOOLS IN BOSTON. 0 0 TALENT-BSF PARTNERS WITH SELECT TALENT ORGANIZATIONS TO ENSURE THAT BOSTON HAS A STRONG PIPELINE OF TALENTED TEACHERS AND LEADERS AS THE CITY'S SUPPLY OF HIGH-QUALITY SEATS GROWS. 1291118 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X BENJAMIN WELLS CHIEF OPERATING OFFICER 6172164567 31 HEATH STREET NO 9 BOSTON MA 02130 WILLIAM AUSTIN FOUNDER & CEO 50.00 X X 154024 0 17613 KATIE EVERETT CHAIR 5.00 X X 0 0 0 JILL SHAH DIRECTOR 5.00 X 0 0 0 BENJAMIN WELLS CHIEF OPERATING OFFICER 50.00 X 123845 0 14774 BRYANT WEINBERG-JONES CHIEF INVESTMENT OFFICER 50.00 X 94667 0 689 372536 0 33076 2 0 1 0 KENWOOD EDUCATION ADVISING LLC 716 VALLEY RD MONTCLAIR NJ 07043 EDUCATIONAL CONSULTING 234638 SACCOCCIO & ASSOCIATES 1085 PARK AVE CRANSTON RI 02910 FEASIBILITY STUDY 115248 2 4623918 4623918 796 796 4624714 0 0 796 890701 890701 442076 300931 60758 80387 2250 2250 28945 19972 3767 5206 250 250 15464 15464 55302 54296 1006 3855 3855 12423 3725 7623 1075 17730 10638 3546 3546 12165 7000 3745 1420 876 876 3553 3553 1485590 1291118 102838 91634 40111 110985 931339 3406733 130000 586000 6516 2499 5293 1435 2025 3858 1109991 4110075 56757 2355 134638 50000 191395 52355 X 722596 1298095 196000 2759625 918596 4057720 1109991 4110075 3139124 0 X X 0 1 X 1 0 X 125000 2543000 4623918 7291918 125000 2543000 4623918 7291918 5134381 2157537 4 917 796 1717 7293635 X SCHEDULE A, PART II, SECTION B, LINE 13: BSF WAS INCORPORATED ON 2/6/2015. THUS, THIS 2016 TAX FILING IS FOR BSF'S THIRD TAX YEAR AS A SECTION 501(C)(3) ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5293 1435 3858 3858 X 4631574 6860 6860 4624714 0 4624714 1492450 6860 6860 1485590 0 1485590 PART X, LINE 2: BSF ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. BSF HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2017. 1 BOSTON ARTS ACADEMY FOUNDATION INC 174 IPSWICH ST BOSTON MA 02115 043454898 501C3 10000 SUMMER PROGRAM SUPPORT BOSTON PRIVATE INDUSTRY COUNCIL INC 2 OLIVER ST BOSTON MA 02109 042676661 501C3 4500 SUPPORT DEVELOPMENT OF THE BOSTON COMPACT'S UNIFIED ENROLLMENT PROPOSAL ST COLUMBKILLE PARTNERSHIP SCHOOL 25 ARLINGTON ST BRIGHTON MA 02135 205509269 501C3 60000 SUPPORT ENROLLMENT GROWTH OVER COMING YEARS THE MATCH FOUNDATION INC 1001 COMMONWEALTH AVE BOSTON MA 02115 043476160 501C3 86000 SUPPORT ENROLLMENT GROWTH OVER COMING YEARS BROOKE SCHOOL FOUNDATION INC 190 CUMMINS HIGHWAY ROSLINDALE MA 02131 300015324 501C3 161000 SUPPORT THE DEVELOPMENT OF BROOKE HIGH SCHOOL NEIGHBORHOOD HOUSE CHARTER SCHOOL FOUNDATION INC 21 QUEEN ST DORCHESTER MA 02122 043462888 501C3 139000 SUPPORT THE DEVELOPMENT OF NEIGHBORHOOD HOUSE HIGH SCHOOL MARGARITA MUNIZ ACADEMY FOUNDATION INC 20 CHILD ST BOSTON MA 01230 800827704 501C3 26750 SUPPORT A COLLABORATIVE GROWTH PLANNING PROCESS THE CENTER FOR COLLABORATIVE EDUCATION INC 33 HARRISON AVE BOSTON MA 02111 043241676 501C3 23100 SUPPORT A COLLABORATIVE GROWTH PLANNING PROCESS WARREN-PRESCOTT FOUNDATION INC 50 SCHOOL STREET CHARLESTOWN MA 02129 201745447 501C3 58250 SUPPORT A COLLABORATIVE GROWTH PLANNING PROCESS THE BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION INC (FOR THE JP MANNING 7 PALMER ST SUITE 2 BOSTON MA 02119 222514422 501C3 21310 SUPPORT A COLLABORATIVE GROWTH PLANNING PROCESS THE BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION INC (FOR THE ELIOT SCHOOL) 7 PALMER ST SUITE 2 BOSTON MA 02119 222514422 501C3 22330 SUPPORT A COLLABORATIVE GROWTH PLANNING PROCESS THE BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION INC (FOR THE MURPHY SCHOOL) 7 PALMER ST SUITE 2 BOSTON MA 02119 222514422 501C3 10200 SUPPORT ENROLLMENT GROWTH IN 2016-2017 SCHOOL YEAR EDWARD M KENNEDY ACADEMY FOUNDATION INC 360 HUNTINGTON AVE 102 CA BOSTON MA 02115 272438940 501C3 34511 SUPPORT A COLLABORATIVE GROWTH PLANNING PROCESS THE BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION INC (FOR THE HAVARD-KENT SC 7 PALMER ST SUITE 2 BOSTON MA 02119 222514422 501C3 23750 SUPPORT A COLLABORATIVE GROWTH PLANNING PROCESS KIPP BOSTON FUND INC 600 ATLANTIC AVE 19TH FLOOR BOSTON MA 02110 464900958 501C3 50000 SUPPORT ENROLLMENT GROWTH OVER COMING YEARS OUR LADY OF PERPETUAL HELPMISSION GRAMMAR SCHOOL 94 ST ALPHONSUS ST BOSTON MA 02120 042106196 501C3 10000 SUPPORT A COLLABORATIVE GROWTH PLANNING PROCESS SAINT JOSEPH PREPARATORY HIGH SCHOOL 617 CAMBRIDGE ST BOSTON MA 02134 530196617 501C3 5000 SUPPORT A COLLABORATIVE GROWTH PLANNING PROCESS BOSTON COLLEGIATE CHARTER SCHOOL FOUNDATION INC 215 SIDNEY ST BOSTON MA 02125 061503911 501C3 35000 SUPPORT ENROLLMENT GROWTH OVER COMING YEARS PREPARATORY FOUNDATION INC 1286 HYDE PARK AVE HYDE PARK MA 02136 113690799 501C3 100000 SUPPORT ENROLLMENT GROWTH OVER COMING YEARS CATHEDRAL HIGH SCHOOL 74 UNION PARK ST BOSTON MA 02118 562438574 501C3 10000 SUPPORT A COLLABORATIVE GROWTH PLANNING PROCESS 20 0 PART I, LINE 2: BSF'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INCLUDE REQUIRING GRANTEES TO SUBMIT REPORTS TO BSF OUTLINING VARIOUS PIECES OF INFORMATION INCLUDING HOW GRANT FUNDS WERE USED, THE GRANTEE'S PROGRESS TOWARDS REACHING THE GRANT'S GOALS, AND ACHIEVEMENTS THE GRANTEE HAS ATTAINED DUE TO THE GRANT INVESTMENT MADE BY BSF. BSF MAINTAINS RECORDS TO SUBSTANTIATE THE SELECTION CRITERIA, AMOUNT OF PROCEEDS AND GRANTEES' ELIGIBILITY FOR THE GRANT INVESTMENTS MADE BY BSF. THESE RECORDS OUTLINE BSF'S DUE DILIGENCE PROCESS WHICH IS CONDUCTED WHEN EXPLORING POTENTIAL GRANTEES. BSF'S DUE DILIGENCE PROCESS INCLUDES AN ASSESSMENT AROUND THE POTENTIAL GRANTEE'S ROLE IN SERVING A KEY NEED FOR BOSTON'S FAMILIES, POTENTIAL TO ACHIEVE STRONG RESULTS, ABILITY TO GROW EFFECTIVELY, FINANCIAL SUSTAINABILITY AND BSF'S CAPACITY TO SUPPORT THE POTENTIAL GRANTEE. BSF GATHERS THE INFORMATION NECESSARY TO CONDUCT THE AFOREMENTIONED ASSESSMENT THROUGH FAMILY AND STAFF INTERVIEWS, SCHOOL VISITS, AND DATA REVIEW. X 0 0 0 0 0 0 0 0 0 WILLIAM AUSTIN FOUNDER & CEO 154024 0 0 0 0 0 0 0 17613 0 171637 0 0 0 PART I, LINE 3 THE COMPENSATION FOR BSF'S FOUNDER AND CHIEF EXECUTIVE OFFICER, AS WELL AS OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE REVIEW PROCESS CONDUCTED BY THE BOARD OF DIRECTORS IS BASED ON AN ANALYSIS OF COMPARABLE MARKET DATA WHICH CONSIDERS, AMONG OTHER CRITERIA, THE ROLES AND RESPONSIBILITIES OF THE POSITIONS BEING ASSESSED. FORM 990, PART III, LINE 2 BSF DEVELOPED A NEW PROGRAM CALLED BOSTON SCHOOL FINDER, WHICH IS INTENDED TO ASSIST FAMILIES IN LEARNING ABOUT SCHOOLS AND FINDING THE DISTRICT, CHARTER, OR CATHOLIC SCHOOL THAT BEST MEETS THEIR NEEDS. THE OPERATIONS OF THIS PROGRAM ARE EXPECTED TO BEGIN DURING FISCAL YEAR 2018. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. ONCE THE BOARD OF DIRECTORS HAS COMPLETED ITS REVIEW AND ULTIMATELY HAS APPROVED THE FORM 990, THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INETREST FORM, WHEREBY ANY CONFLICTS ARE REQUIRED TO BE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR BSF'S FOUNDER AND CHIEF EXECUTIVE OFFICER, AS WELL AS OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE REVIEW PROCESS CONDUCTED BY THE BOARD OF DIRECTORS IS BASED ON AN ANALYSIS OF COMPARABLE MARKET DATA WHICH CONSIDERS, AMONG OTHER CRITERIA, THE ROLES AND RESPONSIBILITIES OF THE POSITIONS BEING ASSESSED. FORM 990, PART VI, SECTION C, LINE 18 BSF'S FORM 1023 IS AVAILABLE UPON REQUEST. BSF'S FORM 990 IS AVAILABLE AT WWW.GUIDESTAR.ORG, AS WELL AS UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 BSF'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.