CATHOLIC SCHOOLS FOUNDATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC SCHOOLS FOUNDATION INC (EIN 22-2485502)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-03-09
- IRS object ID
- 201710689349300906
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-09T13:22:39-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042513210 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G T REILLY & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 ADAMS STREET | AddressLine1Txt |
| City | MILTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02186 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222485502 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC SCHOOLS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 6177785981 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 BATTERYMARCH STREET NO FL 6 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN J GALLAGHER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6177785981 | PhoneNum |
| Signature | 2017-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA KRAMER CPA | PreparerPersonNm |
| PTIN | P00028882 | PTIN |
| Phone | 6176968900 | PhoneNum |
| Preparation | 2017-02-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTINE KOMOLA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 BATTERYMARCH STREET NO FL 6 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,680,996 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | CSFBOSTON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE FINANCIAL ASSISTANCE TO ELEMENTARY AND HIGH SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,752,494 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,308,164 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,771,865 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,083,909 | CYInvestmentIncomeAmt |
| PY Other Revenue | $280,030 | PYOtherRevenueAmt |
| CY Other Revenue | $46,137 | CYOtherRevenueAmt |
| PY Total Revenue | $15,804,389 | PYTotalRevenueAmt |
| CY Total Revenue | $10,438,210 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,226,847 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,743,112 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $670,967 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $696,688 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $400,113 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $442,280 | PYOtherExpensesAmt |
| CY Other Expenses | $475,998 | CYOtherExpensesAmt |
| PY Total Expenses | $11,340,094 | PYTotalExpensesAmt |
| CY Total Expenses | $10,915,798 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,464,295 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$477,588 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $70,717,316 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,795,098 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,561,927 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,890,006 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $63,155,389 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $59,905,092 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CATHOLIC SCHOOLS FOUNDATION, INC. SUPPORTS THE EDUCATIONAL MISSION OF THE CHURCH WHILE HELPING TO PROVIDE PROGRAMS AND SERVICES THAT INSURE OPTIMAL EDUCATIONAL OPPORTUNITIES FOR ALL STUDENTS REGARDLESS OF RACE, RELIGION, NATIONAL ORIGIN, OR GENDER ATTENDING ROMAN CATHOLIC PRIMARY AND SECONDARY SCHOOLS LOCATED IN THE ARCHDIOCESE OF BOSTON. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,895,986 | ExpenseAmt |
| Grant | $8,895,986 | GrantAmt |
| Desc | 3,982 SCHOLARSHIPS AWARDED TO STUDENTS TO ATTEND CATHOLIC SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $311,475 | ExpenseAmt |
| Grant | $311,475 | GrantAmt |
| Desc | THE GUIDANCE COUNSELOR PROGRAM SUPPORTS GUIDANCE COUNSELORS IN 9 CATHOLIC SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON WHICH REACHES A TOTAL OF 3,698 STUDENTS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $418,441 | ExpenseAmt |
| Grant | $418,441 | GrantAmt |
| Desc | ADDITIONAL SUPPORT FOR THE CATHOLIC SCHOOLS ADMISSIONS ADVOCATE AND HISPANIC RECRUITMENT INITIATIVE IN AN EFFORT TO INCREASE ENROLLMENT AMONG THREE SCHOOLS IN THE CITY OF BOSTON. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $434,098 | ExpenseAmt |
| Grant | $117,210 | GrantAmt |
| Desc | OTHER PROGRAM SERVICES INCLUDE TECHNOLOGY AND RECRUITMENT PROGRAMS TO INCREASE ENROLLMENT WITHIN THE CATHOLIC SCHOOLS, AND OTHER SUPPORT DISTRIBUTED FROM DONOR DIRECTED FUNDS AND VARIOUS FUNDRAISING EVENTS FOR DISCRETIANARY SPENDING DETERMINED BY EACH RECIPIENT CATHOLIC SCHOOL | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $434,098 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $117,210 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $10,060,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL REARDON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177785981 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 BATTERYMARCH ST FL 6 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| SEAN CARDINAL O'MALLEY | |||||||
| CHAIRMAN | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER S LYNCH | |||||||
| PRESIDENT EMERITUS | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRIAN J GALLAGHER | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICEAL CHAMBERLAIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MSGR FRANCIS H KELLEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RJ DOURNEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDAN MCCARTHY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK D O'CONNOR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN J REGAN ESQ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL J BIRMINGHAM | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN M EVERETT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD J HENKEN | |||||||
| CLERK | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN J REMONDI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES F MOONEYIII | |||||||
| VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EILEEN C SHAPIRO | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG M TATERONIS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE T KOMOLA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM S MOSAKOWSKI | |||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL F ROGERS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT N CUNJAK | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ERIKSEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FR PAUL O'BRIEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN PRINCIPE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NATALIE SANDERS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL REARDON | |||||||
| EXECUTIVE DIRECTOR | 35.00 | $167,729 | $0 | $16,727 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $167,729 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,727 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,987,432 | FundraisingAmt |
| All Other Contributions | $6,320,732 | AllOtherContributionsAmt |
| Noncash Contributions | $2,565 | NoncashContributionsAmt |
| Total Contributions | $8,308,164 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,055,233 | TotalRevenueColumnAmt |
| Exclusion | $1,055,233 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,952,571 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,923,895 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,028,676 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,028,676 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,028,676 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $527,175 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,987,432 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $318,891 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $208,284 | TotalRevenueColumnAmt |
| Exclusion | $208,284 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN NET ASSETS O | Desc |
| Business | 525990 | BusinessCd |
| Total Revenue Column | -$162,147 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$162,147 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$162,147 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,438,210 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $866,529 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,263,517 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,911,899 | TotalAmt |
| Program Services | $1,911,899 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,831,213 | TotalAmt |
| Program Services | $7,831,213 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,403 | TotalAmt |
| Program Services | $219,191 | ProgramServicesAmt |
| Management And General | $98,565 | ManagementAndGeneralAmt |
| Fundraising | $265,647 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,718 | TotalAmt |
| Program Services | $11,180 | ProgramServicesAmt |
| Management And General | $9,859 | ManagementAndGeneralAmt |
| Fundraising | $13,679 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,364 | TotalAmt |
| Program Services | $17,751 | ProgramServicesAmt |
| Management And General | $8,561 | ManagementAndGeneralAmt |
| Fundraising | $13,052 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,203 | TotalAmt |
| Program Services | $14,346 | ProgramServicesAmt |
| Management And General | $6,539 | ManagementAndGeneralAmt |
| Fundraising | $18,318 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,315 | TotalAmt |
| Management And General | $99,315 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,305 | TotalAmt |
| Program Services | $40,750 | ProgramServicesAmt |
| Management And General | $6,327 | ManagementAndGeneralAmt |
| Fundraising | $61,228 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,690 | TotalAmt |
| Management And General | $18,690 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,293 | TotalAmt |
| Program Services | $8,510 | ProgramServicesAmt |
| Management And General | $137,783 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,444 | TotalAmt |
| Program Services | $4,826 | ProgramServicesAmt |
| Management And General | $17,618 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $805 | TotalAmt |
| Management And General | $549 | ManagementAndGeneralAmt |
| Fundraising | $256 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,075 | TotalAmt |
| Management And General | $10,075 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462 | TotalAmt |
| Management And General | $462 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $40,322 | $12,389 | $27,933 | |
| SERVICE FEES | $20,730 | $20,730 | ||
| OTHER | $8,223 | $8,223 | ||
| DUES AND SUBSCRIPTIONS | $334 | $334 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,915,798 | TotalAmt |
| Program Services | $10,060,000 | ProgramServicesAmt |
| Management And General | $455,685 | ManagementAndGeneralAmt |
| Fundraising | $400,113 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8 | BOYAmt |
| EOY | $26 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,160,877 | BOYAmt |
| EOY | $3,889,476 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698,015 | BOYAmt |
| EOY | $278,040 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,108 | BOYAmt |
| EOY | $56,884 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $135,226 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $73,557 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,228 | BOYAmt |
| EOY | $61,669 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,598,752 | BOYAmt |
| EOY | $57,461,930 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,972,909 | BOYAmt |
| EOY | $4,131,747 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,199,419 | BOYAmt |
| EOY | $2,915,326 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,717,316 | BOYAmt |
| EOY | $68,795,098 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,161 | BOYAmt |
| EOY | $100,200 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,473,766 | BOYAmt |
| EOY | $8,789,806 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,561,927 | BOYAmt |
| EOY | $8,890,006 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,560,662 | BOYAmt |
| EOY | $28,490,438 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,650,123 | BOYAmt |
| EOY | $7,420,050 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,944,604 | BOYAmt |
| EOY | $23,994,604 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,155,389 | BOYAmt |
| EOY | $59,905,092 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,717,316 | BOYAmt |
| EOY | $68,795,098 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$477,588 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,772,709 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,778,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,979,814 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,799,432 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,284,044 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,308,164 | CurrentTaxYearAmt |
| Total | $41,150,383 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $522,120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $537,213 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $528,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $531,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $527,175 | CurrentTaxYearAmt |
| Total | $2,646,498 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$25,503 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $330,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $407,523 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,656 | CurrentTaxYearMinus1YearAmt |
| Total | $746,876 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,275,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,847,227 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,735,395 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,850,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,835,339 | CurrentTaxYearAmt |
| Total | $44,543,757 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $128,627 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $728,927 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $560,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $195,699 | CurrentTaxYearAmt |
| Total | $1,665,684 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $128,627 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $728,927 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $560,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $195,699 | CurrentTaxYearAmt |
| Total | $1,665,684 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $42,878,073 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $732,045 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $739,668 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,027,122 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $816,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,055,233 | CurrentTaxYearAmt |
| Total | $4,370,366 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $732,045 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $739,668 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,027,122 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $816,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,055,233 | CurrentTaxYearAmt |
| Total | $4,370,366 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,007,591 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,586,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,762,517 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,666,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,890,572 | CurrentTaxYearAmt |
| Total | $48,914,123 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87660 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88130 | PublicSupportPY509Pct |
| Investment Income CY | 0.08930 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08470 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,023,571 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$488,736 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,295,875 | OtherExpendituresAmt |
| End Year Balance | $30,288,960 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,363,088 | BeginningYearBalanceAmt |
| Contributions | $21,580 | ContributionsAmt |
| Investment Earnings Or Losses | $869,287 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,230,384 | OtherExpendituresAmt |
| End Year Balance | $32,023,571 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,888,963 | BeginningYearBalanceAmt |
| Contributions | $25,464 | ContributionsAmt |
| Investment Earnings Or Losses | $4,622,092 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,173,431 | OtherExpendituresAmt |
| End Year Balance | $32,363,088 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,828,610 | BeginningYearBalanceAmt |
| Contributions | $107,956 | ContributionsAmt |
| Investment Earnings Or Losses | $3,064,057 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,111,660 | OtherExpendituresAmt |
| End Year Balance | $28,888,963 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,938,053 | BeginningYearBalanceAmt |
| Contributions | $8,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,097 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,107,346 | OtherExpendituresAmt |
| End Year Balance | $26,828,610 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.79000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,103 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,251 | DepreciationAmt |
| Book Value | $7,852 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $118,123 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,306 | DepreciationAmt |
| Book Value | $53,817 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $61,669 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN LIMITED PARTNERSHIP | Desc |
| Book Value | $4,131,747 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,131,747 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $7,984,392 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,772,709 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $318,891 | OtherRevenueAmt |
| Revenue Not Reported | -$2,453,818 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,438,210 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,438,210 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,234,689 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $318,891 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $318,891 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,915,798 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,915,798 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INCOME FROM ENDOWMENT FUNDS IS RESTRICTED TO SCHOLARSHIPS, MARKETING AND TECHNOLOGY FOR SCHOOLS AND VARIOUS SPECIAL PROJECTS RELATED TO THE SCHOOLS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES NETTED WITH SPECIAL FUNDRAISING EVENTS 318,891. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES NETTED WITH SPECIAL FUNDRAISING EVENTS 318,891. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER | Event1Nm |
| Gross Receipts Event1 | $2,426,324 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,956,824 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $469,500 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,990 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $3,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $201,743 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $58,980 | OtherDirectExpensesEvent1Amt |
| Event2 | BACK TO SCHOOL CUP | Event2Nm |
| Gross Receipts Event2 | $54,865 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $3,365 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $51,500 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $3,140 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $2,500 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $18,709 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $10,341 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $33,418 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $27,243 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $6,175 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $794 | NonCashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $9,720 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $7,974 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,514,607 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,987,432 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $527,175 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $5,924 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,500 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $230,172 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $77,295 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $318,891 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $208,284 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CATHOLIC SCHOOLS OFFICE | |||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | 042106175 | 501(C)(3) | $20,000 | SUPPORT FOR PROGRAMS |
| ST PATRICK ELEMENTARY SCHOOL | |||||||
| 131 MT PLEASANT AVE | ROXBURY | MA | 02119 | 042114507 | 501(C)(3) | $21,850 | SUPPORT FOR COUNSELING |
| EAST BOSTON CENTRAL CATHOLIC SCHOOL | |||||||
| 69 LONDON STREET | EAST BOSTON | MA | 02128 | 042573582 | 501(C)(3) | $40,251 | SUPPORT FOR COUNSELING |
| ST ROSE ELEMENTARY SCHOOL | |||||||
| 580 BROADWAY | CHELSEA | MA | 02150 | 042154132 | 501(C)(3) | $68,600 | SUPPORT FOR COUNSELING AND PROGRAMS |
| SAINT JOHN PAUL II ACADEMY | |||||||
| 2200 DORCHESTER AVE | DORCHESTER | MA | 02124 | 262607406 | 501(C)(3) | $147,750 | SUPPORT FOR COUNSELING AND PROGRAMS |
| OUR LADY OF PERPETUAL HELP SCHOOL | |||||||
| 94 ST ALPHONSUS ST | ROXBURY | MA | 02120 | 042106198 | 501(C)(3) | $13,300 | SUPPORT FOR COUNSELING |
| ST MARY JRSR HIGH SCHOOL | |||||||
| 35 TREMONT STREET | LYNN | MA | 01902 | 043106338 | 501(C)(3) | $15,750 | SUPPORT FOR PROGRAMS |
| ST BRENDAN ELEMENTARY SCHOOL | |||||||
| 29 RITA ROAD | DORCHESTER | MA | 02124 | 453250521 | 501(C)(3) | $15,200 | SUPPORT FOR COUNSELING |
| TRINITY ACADEMY | |||||||
| 37 ERIE AVENUE | BROCKTON | MA | 02302 | 510638517 | 501(C)(3) | $36,100 | SUPPORT FOR COUNSELING |
| BOSTON COLLEGE | |||||||
| BOSTON COLLEGE EXPERIENCE | CHESTNUT HILL | MA | 02467 | 501(C)(3) | $20,000 | SUPPORT FOR PROGRAMS | |
| CITY CONNECTS OFFICE | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | 501(C)(3) | $25,000 | SUPPORT FOR COUNSELING | |
| SACRED HEART ELEMENTARY SCHOOL | |||||||
| 1035 CANTERBURY STREET | ROSLINDALE | MA | 02131 | 043292732 | 501(C)(3) | $63,500 | SUPPORT FOR COUNSELING & PROGRAMS |
| CATHEDRAL HIGH SCHOOL | |||||||
| 74 UNION PARK STREET | BOSTON | MA | 02118 | 562438574 | 501(C)(3) | $40,000 | SUPPORT FOR PROGRAMS |
| ST PIUS V SCHOOL | |||||||
| 28 BOWLER ST | LYNN | MA | 01904 | 453340187 | 501(C)(3) | $18,120 | SUPPORT FOR PROGRAMS |
| SACRED HEART SCHOOL | |||||||
| 581 BOSTON ST | LYNN | MA | 01905 | 320354187 | 501(C)(3) | $16,200 | SUPPORT FOR PROGRAMSSUPPORT FOR PROGRAMS |
| SOUTH BOSTON CATHOLIC ACADEMY | |||||||
| 866 EAST BROADWAY | SOUTH BOSTON | MA | 02127 | 042106245 | 501(C)(3) | $28,500 | SUPPORT OF COUNSELING |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 3982 | RecipientCnt |
| Cash Grant | $7,831,213 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL REARDON | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $167,729 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $16,727 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $184,456 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE FOUNDATION HAS A BOARD OF CORPORATE MEMBERS CONSISTING OF INDIVIDUALS WHO HAVE THE AUTHORITY TO APPROVE OR REJECT THE APPOINTMENT OF TRUSTEES AND APPROVE ANY CHANGES TO THE FOUNDATION'S BYLAWS. THESE MEMBERS ARE APPOINTED BY THE CHAIRMAN OF THE BOARD OF MEMBERS (THE ARCHBISHOP OF THE ROMAN CATHOLIC ARCHDIOCESE OF BOSTON) AND ARE NOT INVOLVED IN THE GOVERNANCE OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOUNDATION HAS A BOARD OF CORPORATE MEMBERS CONSISTING OF INDIVIDUALS WHO HAVE THE AUTHORITY TO APPROVE OR REJECT THE APPOINTMENT OF TRUSTEES AND APPROVE ANY CHANGES OT THE FOUNDATION'S BYLAWS. THESE MEMBERS ARE APPOINTED BY THE CHAIRMAN OF THE BOARD OF MEMBERS (THE ARCHBISHOP OF THE ROMAN CATHOLIC ARCHDIOCESE OF BOSTON) AND ARE NOT INVOLVED IN THE GOVERNANCE OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE AND AUDIT COMMITTEE CHAIRS AND TREASURER OF THE BOARD ARE DELEGATED WITH THIS RESPONSIBILITY. HOWEVER, THE FULL BOARD IS MADE AWARE THAT THE FORM 990 IS OPEN FOR THEIR INSPECTION AND PROVIDED AN OPPORTUNITY TO COMMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN JULY OF EACH YEAR, EACH MEMBER COMPLETES AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. THE RESULTS ARE REVIEWED BY THE ADMINISTATIVE ASSISTANT ALONG WITH THE EXECUTIVE NOMINATING COMMITTEE, AND ANY NEEDED ACTIONS ARE TAKEN AT THAT TIME. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE OFFICERS OF THE CORPORATION'S BOARD REVIEW AND APPROVE THE INITIAL SALARY AND RAISES OF THE EXECUTIVE DIRECTOR AFTER REVIEWING COMPARATIVE SALARY INFORMATION. ALL BOARD MEETINGS ARE DOCUMENTED THROUGH MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 18 | ANOTHER'S WEBSITE: WWW.GUIDESTAR.COM |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL WEBSITE: WWW.MA.GOV/AG |
| PART XI, LINE 2C | THE FOUNDATION HAS AN AUDIT COMMITTEE THAT OVERSEES THE SELECTION OF THE AUDITOR AND THE AUDIT OF THE FINANCIAL STATEMENTS |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHDIOCESE OF BOSTON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 BROOKS DRIVE | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042106175 | EIN |
| Primary Activities | CHURCH | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 170(B)(1)(A)(I) | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| ARCHDIOCESE OF BOSTON | |
| P | $45,327 |
| CATHOLIC SCHOOLS OFFICE | |
| B | $418,000 |
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