2017-11-15T16:03:46-06:00 2016-12-31 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 021293742 990 2016-01-01 042736718 TRINITY BOSTON FOUNDATION INC TRIN 6175360944 C/O TRINITY CHURCH 206 CLARENDON ST BOSTON MA 02116 GEOFFREY W SMITH TREASURER 6175360944 2017-11-15 1 LYNNE JOHNSON P00757336 6179129000 108.171.131.189 2017-11-15 16:44:27 ES P 797C4527DD8FA635CA18458D5F36AC81F3168434 808B1D28703E5C3EA38D0C6AFAC88E3156F3957D 2016 2021-01-29 14:40:06Z LOUISE PACKARD C/O TRINITY CHURCH 206 CLARENDON ST BOSTON MA 02116 2656949 0 X WWW.TRINITYINSPIRES.ORG X 1981 MA TRINITY BOSTON FOUNDATION'S (TBF) MISSION IS TO CREATE SAFE AND SUPPORTIVE COMMUNITIES THAT INSPIRE BOSTON'S YOUTH OF COLOR TO DISCOVER THEIR VOICE AND ACHIEVE THEIR GOALS. WE WORK AT THE INDIVIDUAL AND SYSTEMIC LEVELS TO 1) PROVIDE DIRECT SERVICES TO YOUTH OF COLOR WHO ARE AFFECTED BY SYSTEMIC RACISM AND POVERTY, AND 2) EFFECT CULTURAL CHANGES IN THE SYSTEMS AND ORGANIZATIONS IMPACTING YOUTH LIVES TO PREVENT CONTINUED TRAUMA AND UNDO SYSTEMIC RACISM. THIS MULTI-LEVELED APPROACH HAS THE POWER TO CHANGE THE ODDS AND UNLOCK OPPORTUNITY FOR ALL YOUTH. 24 24 0 144 0 0 1878263 2404356 25753 28879 0 1330 73065 145022 1977081 2579587 0 0 0 0 1660854 1799705 0 0 246667 435427 387689 2096281 2187394 -119200 392193 101626 515735 34070 55986 67556 459749 OUTREACH PROGRAMS IN THE CITY OF BOSTON, INCLUDING INNOVATIVE PROGRAMS TO EMPOWER YOUTH AND FAMILIES, AND BUILD PUBLIC INTEREST AND COMMITMENT TO CREATE POSITIVE, LONG-LASTING SOCIAL CHANGE. 0 0 439319 7422 TRINITY EDUCATION FOR EXCELLENCE PROGRAM (TEEP) WORKS TO BUILD A CONSISTENT, SAFE COMMUNITY THROUGH WHICH YOUTH COME TO RECOGNIZE THEIR OWN POTENTIAL AND TO EXPERIENCE MODELS OF SUCCESS IN THEIR OLDER PEERS. MANY TEEP GRADUATES RETURN TO WORK IN THE MIDDLE SCHOOL PROGRAM AS PAID COUNSELORS, OFTEN THROUGHOUT COLLEGE AND EVEN AFTER GRADUATION. 100% OF TEEP STUDENTS WHO COMPLETE THE FULL PROGRAM GRADUATE FROM HIGH SCHOOL AND ARE ACCEPTED TO COLLEGE. 100% OF TEEP HIGH SCHOOL GRADUATES COMPLETE COLLEGE OR MILITARY SERVICE WITHIN 5 YEARS. 812469 13718 THE TRINITY BOSTON COUNSELING CENTER (TBCC) PROVIDES CLINICAL SERVICES AND THERAPEUTIC MENTORING TO YOUNG PEOPLE, AND TRAINING AND CONSULTATION TO STAFF AT SCHOOLS, YOUTH-SERVING AGENCIES AND NONPROFIT ORGANIZATIONS. PARTNERS INCLUDE: THE MCCORMACK MIDDLE SCHOOL, THE DEPARTMENT OF YOUTH SERVICES, COLLEGE BOUND DORCHESTER, CITY YEAR BOSTON, AND ST. STEPHEN'S YOUTH PROGRAMS. 262534 7739 SOLE TRAIN: BOSTON RUNS TOGETHER, FOUNDED IN 2009 AS PART OF TRINITY BOSTON FOUNDATION, IS A FREE RUNNING AND MENTORING PROGRAM FOR BOSTON YOUTH. WE AIM TO INSPIRE THE CITY'S YOUTH TO REALIZE THEIR FULL POTENTIAL AND ACCOMPLISH GOALS THEY NEVER THOUGHT POSSIBLE AS THEY TRAIN FOR AND COMPLETE A 5 MILE RACE OR A HALF-MARATHON. BUILDING A SAFE, SUPPORTIVE AND INCLUSIVE COMMUNITY WHERE ALL YOUTH ARE WELCOME; ENCOURAGING AND FOSTERING SELF-CONFIDENCE, PERSEVERANCE AND RESPONSIBILITY BY ACHIEVING PERSONAL AND COLLECTIVE GOALS AND EXPANDING ONE'S SENSE OF POSSIBILITY, COMMUNITY AND CAPACITY TO GROW AND CHANGE THE WORLD. 1514322 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 0 1 0 0 MA X JOAN MANSFIELD ROBERTS 6175360944 C/O TRINITY CHURCH IN THE CITY OF BOSTON MA 02116 RONALD AKIE DIRECTOR, CHAIR 5.00 X X 0 0 0 BARBARA BAUMAN DIRECTOR, VICE CHAIR 5.00 X X 0 0 0 CHRIS O'BRIEN DIRECTOR, VICE CHAIR 5.00 X X 0 0 0 GEOFFREY SMITH DIRECTOR, TREASURER 5.00 X X 0 0 0 COLIN ZICK DIRECTOR, CLERK 5.00 X X 0 0 0 DALE BEARDEN DIRECTOR 5.00 X 0 0 0 JAN BEAVEN DIRECTOR 5.00 X 0 0 0 ALEX BURKE DIRECTOR 5.00 X 0 0 0 ELAINE CHOW DIRECTOR 5.00 X 0 0 0 RAINEY DANKEL DIRECTOR 5.00 X 0 0 0 COLIN DIVER DIRECTOR 5.00 X 0 0 0 SULA FISZMAN DIRECTOR 5.00 X 0 0 0 SUSAN HALBY DIRECTOR 5.00 X 0 0 0 JUDITH KING DIRECTOR 5.00 X 0 0 0 THE REVEREND SAMUEL LLOYD DIRECTOR, RECTOR 5.00 X 0 0 0 CHRISTINE MCCORMICK DIRECTOR 5.00 X 0 0 0 MICHAEL PARKER DIRECTOR 5.00 X 0 0 0 ABIZER RANGWALA DIRECTOR 5.00 X 0 0 0 TERESA RODRIGUEZ DIRECTOR 5.00 X 0 0 0 JOEL ROSEN DIRECTOR 5.00 X 0 0 0 PHIL RUEPPEL DIRECTOR, ASSISTANT TREASURER 5.00 X X 0 0 0 KATHLEEN SHEEHAN DIRECTOR 5.00 X 0 0 0 SAMUEL THAYER DIRECTOR 5.00 X 0 0 0 DAVID WRIGHT DIRECTOR 5.00 X 0 0 0 LOUISE PACKARD EXECUTIVE DIRECTOR 40.00 X 122154 0 44934 122154 0 44934 1 0 1 0 0 299372 2104984 136072 2404356 TBCC INCOME 624110 13718 13718 SOLE TRAIN INCOME 621300 7739 7739 TEEP INCOME 611710 7422 7422 28879 1330 1330 79384 299372 77362 2022 2022 TRANSFER OF FUNDS FOR 900099 143000 143000 143000 2579587 171879 0 3352 194310 38862 116586 38862 1111642 874850 28987 207805 101864 64845 37019 296087 239339 56748 95802 65737 30065 17151 17151 16914 5313 11601 30 30 28416 12395 16021 53222 494 52728 86000 46000 40000 10560 10560 1438 1438 7528 7528 16563 10236 6327 DMC 25907 25907 SUMMER PROGRAM 16097 16097 LEADERSHIP DEV PROGRAM 10944 10944 COMMUNITY 10477 10477 86442 80828 5614 2187394 1514322 426405 246667 92131 188209 324505 3021 9495 0 101626 515735 17295 29536 16775 22083 0 4367 34070 55986 X 12391 23625 55165 436124 67556 459749 101626 515735 392193 0 X 0 1 X 1 0 X 1102215 1563187 1786161 1878263 2404356 8734182 1102215 1563187 1786161 1878263 2404356 8734182 1217420 7516762 402 15 1330 1747 51035 76743 24750 37665 79384 269577 9005506 1423088 0.83470 0.81020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO TRINITY CHURCH 4367 4367 X 3320679 663730 663730 2656949 -77362 -77362 2579587 2928486 663730 77362 741092 2187394 0 2187394 PART X, LINE 2: THE FOUNDATION FOLLOWS THE FASB ASC 740, "INCOME TAXES", WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FOUNDATION RECOGNIZES A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD NO MATERIAL UNCERTAINTIES IN INCOME TAXES AS OF DECEMBER 31, 2016 AND 2015. THE FOUNDATION WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B -77,362. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B 77,362. BOSTONIANS FOR YOUTH 352517 280872 71645 59647 11838 RACE 26239 18500 7739 185 5692 378756 299372 79384 185 59647 17530 77362 2022 X X X 0 0 0 0 0 0 0 0 0 LOUISE PACKARD EXECUTIVE DIRECTOR 122154 0 0 0 0 0 11974 0 32960 0 167088 0 0 0 PART I, LINE 1A THE VERY REVEREND SAMUEL LLOYD III, RECTOR OF TRINITY CHURCH IN THE CITY OF BOSTON (THE "CHURCH"), SERVES AS A DIRECTOR OF THE ORGANIZATION SOLELY BY VIRTUE OF HIS POSITION WITH TRINITY CHURCH. ACCORDINGLY, AS THE CHURCH IS NOT REQUIRED TO REPORT THE COMPENSATION OF ITS PRIESTS, THE VERY REVEREND SAMUEL LLOYD III'S COMPENSATION AS THE RECTOR IS NOT REPORTED WITH RESPECT TO HIS UNPAID POSITION AS A DIRECTOR OF THE FOUNDATION, WHICH IS AN AFFILIATE OF THE CHURCH. X 12 92172 FMV X SPORTING SUPPLIES 1 37800 X AUCTION ITEMS 6 6100 0 0 0 PART I, COLUMN (B): THE NUMBER OF DONATED SECURITIES IS BASED ON THE NUMBER OF GIFTS RECEIVED. THE NUMBER OF OTHER CONTRIBUTIONS IS BASED ON THE NUMBER OF DONORS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS ARE THOSE PERSONS SERVING FROM TIME TO TIME AS THE WARDENS AND VESTRY OF TRINITY CHURCH IN THE CITY OF BOSTON. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS HAVE THE RIGHT TO ELECT THE DIRECTORS, APPROVE OPERATING AND CAPITAL BUDGETS, AND AMEND CERTAIN PROVISIONS OF THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B BY LAW, THE MEMBERS HAVE THE RIGHT TO APPROVE CERTAIN FUNDAMENTAL CORPORATE TRANSACTIONS, SUCH AS MERGERS, DISSOLUTIONS, AND SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FULL FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, TREASURER, AND CLERK OF THE ORGANIZATION. THE FORM 990 WITHOUT SCHEDULE B IS CIRCULATED TO THE VESTRY AND ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ABIDES BY THE CONFLICT OF INTEREST POLICY (FORM 990) OF ITS CONTROLLING ENTITY TRINITY CHURCH IN THE CITY OF BOSTON. THIS REQUIRES ANNUAL DISCLOSURE OF ALL POTENTIAL CONFLICTS OF INTEREST OF ANY INTERESTED INDIVIDUALS FROM APPLICABLE BOARD VOTES. ONCE COMPLETED, THE ANNUAL FORMS ARE ALSO REVIEWED BY THE CLERK AND VESTRY OF TRINITY CHURCH IN THE CITY OF BOSTON. FORM 990, PART VI, SECTION B, LINE 15A IN 2007, THE COMPENSATION OF THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER WAS REVIEWED BY A COMPENSATION COMMITTEE CONSISTING OF THE CHAIRMAN OF THE BOARD OF TRUSTEES, THE CLERK, AND AN ADDITIONAL MEMBER OF THE BOARD. THE COMMITTEE CONSIDERED DATA GATHERED FROM IRS FORM 990 POSTED TO WWW.GUIDESTAR.ORG FOR COMPARABLE ORGANIZATIONS AND DETERMINED THAT THE COMPENSATION WAS REASONABLE BASED ON THE COMPARABLE DATA AND THE WORK PERFORMED BY THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D) AT ITS PRINCIPAL OFFICE AT 206 CLARENDON ST. BOSTON, MA. IN ADDITION, FORM 990 WITHOUT SCHEDULE B IS ALSO IS AVAILABLE AT WWW.GUIDESTAR.ORG AND ON THE MASSACHUSETTS OFFICE OF ATTORNEY GENERAL'S WEBSITE. FORM 990, PART I, LINE 6 VOLUNTEERS ASSISTED IN TUTORING, MENTORING, EVENT SUPPORT (TICKET SALES, WILL CALL), ADMINISTRATIVE DUTIES SUCH AS MAILINGS. TRINITY CHURCH IN THE CITY OF BOSTON 206 CLARENDON ST BOSTON MA 02116 041913340 RELIGIOUS ORGANIZATION MA 501(C)3 LINE 1 N/A 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1