2017-11-13T13:45:21-06:00 2016-12-31 111986323 Marcum LLP 53 State Street Boston MA 02109 990 2016-01-01 043567369 THE MARK WAHLBERG YOUTH FOUNDATION INC MARK 6174541125 233 NEEDHAM STREET SUITE 300 NEWTON MA 02464 mark wahlberg president 6174541125 2017-11-05 1 Barry Chait P01452996 6178075000 2017-11-05 47.19.127.190 2017-11-05 10:34:34 ES P 81780A2F4AD4D815E70DC43D11005F1FD4DD9CA9 12691F3BA2D89F74E95B2D9410B08E0F8E4393B8 2016 2017-02-10 21:41:12Z rose cortina 233 needham street suite 300 newton MA 02461 1719798 0 X www.mw-yf.org X 2001 MA TO PROVIDE ASSISTANCE TO youth who are poor or UNDERPRIVELEGED. 10 10 3 100 0 0 1205600 1692610 0 0 482 470 0 0 1206082 1693080 1407669 1381594 0 0 143450 142153 0 0 86838 35172 49960 1586291 1573707 -380209 119373 1588975 1633681 202742 128075 1386233 1505606 X to improve the quality of life for youth by eliminating barriers that prevent youth from succeeding and to ensure that no child is limited or prevented from attaining their goals or dreams due to financial or other circumstances. 0 0 834230 811384 SCHOOL SUPPORT AND AFTER-SCHOOL PROGRAMS: THE MWYF IS COMMITTED TO GIVING YOUNG PEOPLE EQUAL ACCESS TO EDUCATION, INCLUDING BUT NOT LIMITED TO, GRANTS WHICH SUPPORT SCHOOL COMPUTER LABS AND EDUCATIONAL SCHOLARSHIPS. ONE OF OUR PARTNERS, MOVING MOUNTAINS-THEATER COMPANY INSPIRES INNER-CITY KIDS WITH THE TRANSFORMATIONAL POWER OF HOPE THROUGH THE ARTS. THE MWYF ALSO HOSTS A HOLIDAY PARTY AND GIFT GIVEAWAY FOR MORE THAN 250 UNDERSERVED YOUTH. ANOTHER PARTNER, ALL DORCHESTER SPORTS AND LEADERSHIP, OFFERS AFTER SCHOOL AND SUMMER PROGRAMS IN SPORTS, FITNESS, NUTRITION, AND EDUCATION THAT HELP kIDS SUCCEED IN COMMUNITY LIFE. ANOTHER PARTNER, 826 BOSTON INC., EMPOWERS TRADITIONALLY UNDERSERVED STUDENTS AGES 6-28 TO FIND THEIR VOICES, TELL THEIR STORIES, AND GAIN those COMMUNICATION SKILLS THAT WILL HELP THEM SUCCEED IN SCHOOL AND LIFE. 195349 190000 Health/Medical/Substance Abuse/Advocacy: The MWYF supports families, women, children, and teens battling life threatening diseases and medical issues including cancer, homicide, substance abuse, and more. The MWYF supports the Children's Advocacy Center in Boston, MA which provides care services to child abuse victims and their families. In addition, the MWYF supports Good Shepard Center for Homeless Women & Children in Los Angeles, where women and children seeking a way out of domestic violence can find housing, nourishment and support services. 143644 139710 Youth Support and Summer Camp Programs: Since 2004, the MWYF has hosted "Camp Northbound" a one-week recreational summer camp in Bridgestone, ME. The camp serves 150 youth each year from Boston's inner-city communities. The camp also engages alumni campers, hiring them as junior counselors for the week. The MWYF also supports the Felix Organization, which provides inspiring opportunities and new experiences, including a summer camp opportunity called Camp Felix, which enriches the lives of children who are growing up in the foster care system. 247272 240500 Grants to other organizations supporting youth 247272 240500 1420495 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 1 3 0 3 1 0 0 0 0 0 1 1 0 0 0 0 X 10 10 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA CA X X Rose L CORTINA 6174541125 233 NEEDHAM STREET SUITE 300 newton MA 02464 MARK WAHLBERG PRES, TREAS, secr, dir 2.00 X X 0 0 0 JAMES WAHLBERG DIRECTOR 40.00 X 92976 0 0 MICHAEL JOYCE DIRECTOR 5.00 X 0 0 0 ROBERT SCANNELL JR DIRECTOR 5.00 X 0 0 0 STEPHEN LEVINSON DIRECTOR 5.00 X 0 0 0 SHEILA JAFFE DIRECTOR 5.00 X 0 0 0 ROSE CORTINA ASST CLERK & DIRECTOR 5.00 X X 0 0 0 MICHAEL DONKIS DIRECTOR 5.00 X 0 0 0 JASON SLOANE ESQ DIRECTOR 5.00 X 0 0 0 MIKE ROTONDI DIRECTOR 5.00 X 0 0 0 92976 0 0 0 0 0 0 0 127732 1564878 95449 1692610 470 470 26718 127732 26718 0 1693080 0 0 470 1381594 1381594 75000 18750 18750 37500 40000 10000 10000 20000 17976 4494 4494 8988 9177 2294 2294 4589 20085 20085 1400 1400 10889 1813 5450 3626 4054 1550 2504 602 602 3494 2986 508 misc 9436 1713 7723 1573707 1420495 66374 86838 1351384 1392228 235334 235798 1042 5042 4583 3970 1215 613 1588975 1633681 30760 26093 171982 101982 202742 128075 X 1386233 1505606 1386233 1505606 1588975 1633681 119373 0 X X 0 1 X 1 0 X 1336638 1303494 1069102 1205600 1692610 6607444 1336638 1303494 1069102 1205600 1692610 6607444 3511709 3095735 617 541 480 482 470 2590 6610034 0.46830 0.60710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4583 3970 613 613 X 1699080 6000 6000 1693080 0 1693080 1579707 6000 6000 1573707 0 1573707 Part X, Line 2: The Foundation is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. However, income from certain activities not directly related to the Foundation's tax-exempt purpose is subject to taxation as unrelated business income. In addition, the Foundation qualifies for the charitable contribution deduction under Section 170(b)(1)(A) and has been classified as an organization other than a private foundation under Section 509(a)(1). The Foundation did not have any unrelated business income at either December 31, 2016 or 2015. The Foundation periodically assesses the likelihood, based on their technical merit, that tax positions will be sustained upon examination based on the facts, circumstances and information available at the end of each period. The measurement of unrecognized tax positions is adjusted when new information is available, or when an event occurs that requires a change. Interest and penalties, if any, associated with unrecognized income taxes are classified as additional income taxes in the statements of activities. The Foundation did not identify any uncertain tax positions at December 31, 2016 and 2015. The Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. 0 POKER TOURNAMENT 154450 127732 26718 26718 154450 127732 26718 26718 26718 0 0 826 Boston Inc 3035 Washington St Roxbury MA 02119 208065915 501(c)(3) 25000 Org. providing a reading & writing tutoring center to underserved students ages 6-18. All Dorchester Sports League 1565 Dorchester Avenue Dorchester MA 02122 222827346 501(c)(3) 815 Org.offering Dorchester youth sports, fitness, nutrition, and education programs. All Dorchester Sports League 1565 Dorchester Avenue Dorchester MA 02122 222827346 501(c)(3) 10000 Org.offering Dorchester youth sports, fitness, nutrition, and education programs. Allan Houston Legacy Foundation 200 Park Ave Ste 1700 New York NY 10166 208962490 501(c)(3) 85000 Org. strenthening family relationships through faith, integrity, sacrifice, leadership and legacy. Alma Cares Inc 350 Lincoln Street Suite 2260 Hingham MA 02043 474819471 501(c)(3) 15000 Org. providing Thanksgiving dinner to over 1,200 families. Boston Ed Dev Snowden Int'l 150 Newbury St Boston MA 02116 222514422 501(c)(3) 25000 Org. providing mentoring and education programs to the youth of Boston, MA Boys & Girls Club of Dorchester Camp Northbound 1135 Dorchester Avenue Dorchester MA 02125 237076465 501(c)(3) 72210 Org which sends members of the Dorchester Boys & Girls Club to summer camp Boys & Girls Club of Dorchester Milton High School 1135 Dorchester Avenue Dorchester MA 02125 237076465 501(c)(3) 5000 Org. providing mentoring and education programs to the youth of Milton, MA Boys & Girls Club of Dorchester 1135 Dorchester Avenue Dorchester MA 02125 237076465 501(c)(3) 2400 Org. offering educational programs and life guidance to the youth of Dorchester, MA Boys & Girls Club of Santa Monica 1220 Lincoln Blvd Santa Monica CA 90401 951890706 501(c)(3) 25000 Org. offering educational programs and life guidance (Colledge Bound Program) to local youth. Camp Interactive 460 Park Ave S 1203 New York NY 10016 134162016 501(c)(3) 25000 Org. providing Year Round computer science education to low-income students of NYC and beyond. Children's Advocacy Center 989 Commonwealth Ave Boston MA 02215 043273300 501(c)(3) 10000 Org. providing support services to child abuse victims and their families. Curtis Martin Job Foundation 5500 Preston Rd St 250 Dallas TX 75205 752818747 501(c)(3) 25000 Org. providing support and assistance to organizations and individuals in crisis Diamond Educators Mentoring Inc PO Box 191767 Roxbury MA 02119 200346908 501(c)(3) 7500 Org providing educational programs and activities to 4th - 7th graders via The Diamonds in the Rough Basketball Club. Dignity-U-Wear Foundation Inc 136 North Myrtle Ave Jacksonville FL 32204 593635885 501(c)(3) 50000 Org. which provides underserved children with school clothing, helping to enhance their self-esteem and confidence. Dimock Community Health Center Inc 55 Dimock Street Roxbury MA 02118 043487835 501(c)(3) 50000 Org. which provides housing and intensive case mgmt to homeless women, children, and babies. Discover Outdoors Foundation 154 Grand St New York NY 10013 462566495 501(c)(3) 25000 Org. which provides educational and fun outdoor experiences to kids who are in need. The Felix OrganizationAdoptees for Children Inc 43 Oyster Bay Road Locust Valley NY 11560 204413828 501(c)(3) 25000 Org providing guidance and support to foster care and at risk children Fishing Academy Inc 16 Adair Road Brighton MA 02135 550861478 501(c)(3) 5000 Org providing opportunity for youth to learn life-skills such as teamwork, patience, discipline, self-confidence, and respect. Fiver Foundation Inc 519 8th Ave 24th Fl New York NY 10018 133993633 501(c)(3) 60000 Org. providing afterschool & Summer programs to underserved children in NYC. Generation Rescue 13636 Ventura Blvd Suite 259 Sherman Oaks CA 91423 202063267 501(c)(3) 25000 Org. providing assistanct to families with autism. Ghetto Film School Inc 79 Alexander Ave Suite 41A Bronx NY 10454 134127229 501(c)(3) 60000 Org. offering a pre-professional program in cinematic storytelling and production training for underprivilege children 16-18 years old. Good Shepherd Center for Homeless Women & ChildrenCatholic Charities of LA 1650 Rockwood Street Los Angeles CA 90026 951690973 501(c)(3) 50000 Org whose program provides shelter and support to homeless women and children in NYC John L Starks Foundation Inc 1127 High Ridge Rd Ste 331 Stamford CT 06905 731438056 501(c)(3) 10000 Org. providing monetary grants to NY, NJ, CT and Tulsa area college bound students. KinderVision Foundation 27 Sandpiper Lane Palm Coast FL 32137 352083502 501(c)(3) 10000 Org. providing peer-to-peer teaching programs for teens. Leahy-Holloran Community Center 1 Worrell Street Dorchester MA 02122 222580902 501(c)(3) 3300 Org encouraging children to grow and develop through creative expression performance and competition. Leahy-Holloran Community CenterCedar Grove Baseball 1 Worrell Street Dorchester MA 02122 222580902 501(c)(3) 15000 Org encouraging children to grow and develop through creative expression performance and competition. Lenox Hill Neighborhood House Inc 331 East 70th Street New York NY 10021 131628180 501(c)(3) 40000 Org. providing early childhood education and social servies to low income families in NY Louis D Brown Peace Institute Corp 15 Christopher Street Dorchester MA 02122 263068254 501(c)(3) 25000 Org promoting peace in the city of Boston Moving Mountains Inc 195 Plymouth St 4-5 Brooklyn NY 11201 261407568 501(c)(3) 60000 Org providing the youth of NYC a safe alternative to the streets National Dance Institute Inc 217 West 147th St New York NY 10039 132890779 501(c)(3) 25000 Org. providing in-school dance and music programs to NYC public schools. Opportunity Network 85 Broad Street 6th Floor New York NY 10004 431984494 501(c)(3) 60000 Org offering college preparness coarses for low-income youth Professional Basketball Alumni 309 Fellowship Rd Ste 200 Mount Laurel NJ 08054 453322227 501(c)(3) 3000 Org. offering a Rebound for Life - prison job re-entry program for men and women Quincy Community Action Program 1509 Hancock Stree Quincy MA 02169 042391348 501(c)(3) 10000 Org. providing an Emergency Food Center, energy assistance, early childhood education, affordable housing, and adult education programs. The Rodman Ride for Kids CO The Boys & Girls Club of Brockton 233 Warren Avenue Brockton MA 02301 222963214 501(c)(3) 25000 Org. offering educational programs and life guidance to the youth of Brockton, MA The Rodman Ride for Kids CO The Boys & Girls Club of Dorchester 1135 Dorchester Ave Dorchester MA 02125 237076465 501(c)(3) 160000 Org offering educational programs and life guidance to the youth of Dorchester MA The Rodman Ride for Kids CO Rodman Disney for Kids Program 10 Lincoln Road Foxboro MA 02035 237076465 501(c)(3) 20000 Org offering educational programs and life guidance to the youth of Dorchester MA Saint Brendan Parish 15 Rita Road Dorchester MA 02124 042986735 501(c)(3) 5000 Org. offering educational programs and life guidance to families and children of Dorchester MA South Shore YMCA 91 Longwater Dr Ste 100 Norwell MA 02061 042105881 501(c)(3) 5000 Org. offering educational programs and life guidance to youth of the South Shore. St Jude Research Hospital 501 St Jude Place Memphis TN 38105 620646012 501(c)(3) 10000 Org. offering care for children with cancer. Team Micky Ward Charities Inc 79 Viola Street Lowell MA 01851 205188194 501(c)(3) 2500 Org. providing financial assitance to those in need. Teen Challenge NE 1315 Main Street Brockton MA 02301 042401399 501(c)(3) 20000 Org. providing bed & services to residence struggling with the disease of addiction. Third Secotr NE Future Chefs 89 South St Suite 700 Boston MA 02111 042261109 501(c)(3) 10000 Org which prepares low-mid income youth for quality early employment and post secondary education, and Opportunities in the cullinary field. Wellspring Inc 814 Nantasket Ave Hull MA 02045 042969215 501(c)(3) 7500 Org. providing a Job Skills and Summer Lunch Program to underprivlidged youth. 44 Shiela Jaffe the felix organization's director is a board member of the foundation 25000 general cash contribution Robert Scannell dorchester b & G Club's exec. director is a board member of the foundation 239610 contribution for summer camp participants, celtics tix, misc party supplies Michael Joyce dorchester b & G Club's employee is a board member of the foundation 250425 contribution for summer camp participants, celtics tix, misc party supplies mark wahlberg dorchester b & G Club's board member is a board member of the foundation 279610 contribution for summer camp participants, celtics tix, misc party supplies james wahlberg dorchester b & G Club's board member is a board member of the foundation 40000 contribution for summer camp participants, celtics tix, misc party supplies james wahlberg brother of president of the organization 75000 payments made for executive compensation at the foundation 0 sheila jaffe director of foundation is also a director of a donee organization 25000 grant made to director's organization 0 robert scannell director of foundation is also a director of a donee organization 340425 grant made to director's organization 0 michael joyce director of foundation is also an employee of a donee organization 340425 grant made to employee's organization 0 mark wahlberg Officer of foundation is also a director of a donee organization 340425 grant made to officer/director's organization 0 X 70449 sale of comparables X TICKETS TO EVENTS 0 25000 SALE OF COMPARABLES 0 0 0 Form 990, Part VI, Section A, line 2 the executive director is the brother of the president. three of the board members and one officer are also affiliated with local donee organizations. Form 990, Part VI, Section A, line 6 the board of directors are members that have the right to vote on grant proposals. Form 990, Part VI, Section A, line 7a all members must vote on new members for the governing body. The number of directors may be increased or decreased at any time or from time to time by the members. Form 990, Part VI, Section A, line 7b Each member shall be entitled to vote on all matters coming before the members. The members may increase and decrease the number of members and may appoint additional members at any special meeting, by a vote of a majority of the members entitled to vote. Form 990, Part VI, Section B, line 11b form 990 is reviewed by select board members familiar with financial records of the foundation. IN ADDITION, ALL DIRECTORS WERE PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO FILING AND INVITED TO COMMENT. Form 990, Part VI, Section B, line 12c THE FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY IN PLACE. THE POLICY IS DISTRIBUTED ANNUALLY TO OFFICERS, DIRECTORS, AND BOARD MEMBERS TO SIGN A DOCUMENT THAT STATES THEY RECEIVED, AGREE TO, AND WILL COMPLY WITH THE POLICY. PERIODIC REVIEWS ARE DONE TO ENSURE ADHERANCE TO THE POLICY. Form 990, Part VI, Section B, line 15 Two employees are paid annual compensation. The compensation is reviewed, voted and approved by the board of directors. Any increases in compensation are voted and approved by the board of directors. Form 990, Part VI, Section C, line 19 The financial statements and Form 990 are available through the state attorney general's office website and guidestar.org or upon specific request to the executive director of the foundation. The governing documents and conflict of interest policy are available upon specific request to the executive director of the foundation. FORM 990, PART XII, LINE 2C: THERE IS NO FORMAL AUDIT COMMITTEE; an executive committee of four board members oversees and assumes responsibility of the audit of the financial statements. The Board of Directors approves the selection of an independent aCCOUNTING FIRM each year.