2017-03-09T13:22:39-06:00 2016-06-30 042513210 G T REILLY & COMPANY 424 ADAMS STREET MILTON MA 02186 990 2015-07-01 222485502 CATHOLIC SCHOOLS FOUNDATION INC CATH 6177785981 67 BATTERYMARCH STREET NO FL 6 BOSTON MA 02110 BRIAN J GALLAGHER TREASURER 6177785981 2017-02-22 1 LINDA KRAMER CPA P00028882 6176968900 2017-02-22 2015 2021-01-29 14:40:06Z CHRISTINE KOMOLA 67 BATTERYMARCH STREET NO FL 6 BOSTON MA 02110 40680996 0 X CSFBOSTON.ORG X 1983 MA PROVIDE FINANCIAL ASSISTANCE TO ELEMENTARY AND HIGH SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON 24 24 9 150 0 0 8752494 8308164 0 0 6771865 2083909 280030 46137 15804389 10438210 10226847 9743112 0 0 670967 696688 0 0 400113 442280 475998 11340094 10915798 4464295 -477588 70717316 68795098 7561927 8890006 63155389 59905092 X 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. 0 0 8895986 8895986 3,982 SCHOLARSHIPS AWARDED TO STUDENTS TO ATTEND CATHOLIC SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON 311475 311475 THE GUIDANCE COUNSELOR PROGRAM SUPPORTS GUIDANCE COUNSELORS IN 9 CATHOLIC SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON WHICH REACHES A TOTAL OF 3,698 STUDENTS 418441 418441 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. 434098 117210 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 434098 117210 10060000 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X X MICHAEL REARDON 6177785981 67 BATTERYMARCH ST FL 6 BOSTON MA 02110 X SEAN CARDINAL O'MALLEY CHAIRMAN 0.10 X X 0 0 0 PETER S LYNCH PRESIDENT EMERITUS 8.00 X X 0 0 0 BRIAN J GALLAGHER TREASURER 3.00 X X 0 0 0 MICEAL CHAMBERLAIN TRUSTEE 2.00 X 0 0 0 MSGR FRANCIS H KELLEY TRUSTEE 2.00 X 0 0 0 RJ DOURNEY TRUSTEE 2.00 X 0 0 0 BRENDAN MCCARTHY TRUSTEE 2.00 X 0 0 0 JACK D O'CONNOR TRUSTEE 2.00 X 0 0 0 JOHN J REGAN ESQ TRUSTEE 2.00 X 0 0 0 PAUL J BIRMINGHAM TRUSTEE 2.00 X 0 0 0 KATHRYN M EVERETT TRUSTEE 2.00 X 0 0 0 RICHARD J HENKEN CLERK 3.00 X X 0 0 0 JOHN J REMONDI TRUSTEE 2.00 X 0 0 0 JAMES F MOONEYIII VICE PRESIDENT 3.00 X X 0 0 0 EILEEN C SHAPIRO TRUSTEE 2.00 X 0 0 0 CRAIG M TATERONIS TRUSTEE 2.00 X 0 0 0 CHRISTINE T KOMOLA TRUSTEE 2.00 X 0 0 0 WILLIAM S MOSAKOWSKI PRESIDENT 3.00 X X 0 0 0 MICHAEL F ROGERS TRUSTEE 2.00 X 0 0 0 ROBERT N CUNJAK TRUSTEE 2.00 X 0 0 0 JOHN ERIKSEN TRUSTEE 2.00 X 0 0 0 FR PAUL O'BRIEN TRUSTEE 2.00 X 0 0 0 STEVEN PRINCIPE TRUSTEE 2.00 X 0 0 0 NATALIE SANDERS TRUSTEE 2.00 X 0 0 0 MICHAEL REARDON EXECUTIVE DIRECTOR 35.00 X 167729 0 16727 167729 0 16727 1 0 1 0 0 1987432 6320732 2565 8308164 1055233 1055233 30952571 29923895 1028676 1028676 1028676 527175 1987432 318891 208284 208284 CHANGE IN NET ASSETS O 525990 -162147 -162147 -162147 10438210 866529 0 1263517 1911899 1911899 7831213 7831213 583403 219191 98565 265647 34718 11180 9859 13679 39364 17751 8561 13052 39203 14346 6539 18318 99315 99315 108305 40750 6327 61228 18690 18690 146293 8510 137783 22444 4826 17618 805 549 256 10075 10075 462 462 MISCELLANEOUS 40322 12389 27933 SERVICE FEES 20730 20730 OTHER 8223 8223 DUES AND SUBSCRIPTIONS 334 334 10915798 10060000 455685 400113 8 26 3160877 3889476 698015 278040 52108 56884 135226 73557 35228 61669 58598752 57461930 4972909 4131747 3199419 2915326 70717316 68795098 88161 100200 7473766 8789806 7561927 8890006 X 30560662 28490438 8650123 7420050 23944604 23994604 63155389 59905092 70717316 68795098 -477588 -2772709 0 X X 0 1 X 1 0 X 7778929 7979814 7799432 9284044 8308164 41150383 522120 537213 528440 531550 527175 2646498 -25503 330200 407523 34656 746876 8275546 8847227 8735395 9850250 8835339 44543757 128627 728927 560431 52000 195699 1665684 0 128627 728927 560431 52000 195699 1665684 42878073 732045 739668 1027122 816298 1055233 4370366 732045 739668 1027122 816298 1055233 4370366 9007591 9586895 9762517 10666548 9890572 48914123 0.87660 0.88130 0.08930 0.08470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32023571 50000 -488736 1295875 30288960 32363088 21580 869287 1230384 32023571 28888963 25464 4622092 1173431 32363088 26828610 107956 3064057 1111660 28888963 27938053 8000 -10097 1107346 26828610 0.00000 0.79000 0.21000 0 1 1 17103 9251 7852 118123 64306 53817 61669 INVESTMENT IN LIMITED PARTNERSHIP 4131747 F 4131747 7984392 -2772709 318891 -2453818 10438210 0 10438210 11234689 318891 318891 10915798 0 10915798 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. DINNER 2426324 1956824 469500 1990 3000 201743 58980 BACK TO SCHOOL CUP 54865 3365 51500 3140 2500 18709 10341 1 33418 27243 6175 794 9720 7974 2514607 1987432 527175 5924 5500 230172 77295 318891 208284 1 CATHOLIC SCHOOLS OFFICE 66 BROOKS DRIVE BRAINTREE MA 02184 042106175 501(C)(3) 20000 SUPPORT FOR PROGRAMS ST PATRICK ELEMENTARY SCHOOL 131 MT PLEASANT AVE ROXBURY MA 02119 042114507 501(C)(3) 21850 SUPPORT FOR COUNSELING EAST BOSTON CENTRAL CATHOLIC SCHOOL 69 LONDON STREET EAST BOSTON MA 02128 042573582 501(C)(3) 40251 SUPPORT FOR COUNSELING ST ROSE ELEMENTARY SCHOOL 580 BROADWAY CHELSEA MA 02150 042154132 501(C)(3) 68600 SUPPORT FOR COUNSELING AND PROGRAMS SAINT JOHN PAUL II ACADEMY 2200 DORCHESTER AVE DORCHESTER MA 02124 262607406 501(C)(3) 147750 SUPPORT FOR COUNSELING AND PROGRAMS OUR LADY OF PERPETUAL HELP SCHOOL 94 ST ALPHONSUS ST ROXBURY MA 02120 042106198 501(C)(3) 13300 SUPPORT FOR COUNSELING ST MARY JRSR HIGH SCHOOL 35 TREMONT STREET LYNN MA 01902 043106338 501(C)(3) 15750 SUPPORT FOR PROGRAMS ST BRENDAN ELEMENTARY SCHOOL 29 RITA ROAD DORCHESTER MA 02124 453250521 501(C)(3) 15200 SUPPORT FOR COUNSELING TRINITY ACADEMY 37 ERIE AVENUE BROCKTON MA 02302 510638517 501(C)(3) 36100 SUPPORT FOR COUNSELING BOSTON COLLEGE BOSTON COLLEGE EXPERIENCE CHESTNUT HILL MA 02467 501(C)(3) 20000 SUPPORT FOR PROGRAMS CITY CONNECTS OFFICE 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 501(C)(3) 25000 SUPPORT FOR COUNSELING SACRED HEART ELEMENTARY SCHOOL 1035 CANTERBURY STREET ROSLINDALE MA 02131 043292732 501(C)(3) 63500 SUPPORT FOR COUNSELING & PROGRAMS CATHEDRAL HIGH SCHOOL 74 UNION PARK STREET BOSTON MA 02118 562438574 501(C)(3) 40000 SUPPORT FOR PROGRAMS ST PIUS V SCHOOL 28 BOWLER ST LYNN MA 01904 453340187 501(C)(3) 18120 SUPPORT FOR PROGRAMS SACRED HEART SCHOOL 581 BOSTON ST LYNN MA 01905 320354187 501(C)(3) 16200 SUPPORT FOR PROGRAMSSUPPORT FOR PROGRAMS SOUTH BOSTON CATHOLIC ACADEMY 866 EAST BROADWAY SOUTH BOSTON MA 02127 042106245 501(C)(3) 28500 SUPPORT OF COUNSELING SCHOLARSHIPS 3982 7831213 X X 0 0 0 0 0 0 0 0 0 MICHAEL REARDON EXECUTIVE DIRECTOR 167729 0 0 0 0 0 0 0 16727 0 184456 0 0 0 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 ARCHDIOCESE OF BOSTON 66 BROOKS DRIVE BRAINTREE MA 02184 042106175 CHURCH MA 501(C)(3) 170(B)(1)(A)(I) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 ARCHDIOCESE OF BOSTON P 45327 CATHOLIC SCHOOLS OFFICE B 418000