2016-12-07T11:11:30-06:00 2016-06-30 042734675 DANIEL DENNIS & COMPANY LLP 990 WASHINGTON STREET STE 308A DEDHAM MA 02026 990 2015-07-01 222579809 TWO TEN FOOTWEAR FOUNDATION INC TWOT 7817361524 1466 MAIN STREET WALTHAM MA 02451 ELBA MARCILLO CFO 7817361524 2016-11-28 P01430775 6172629898 2016-11-28 2015 2017-02-10 21:41:12Z ELBA MARCILLO 1466 MAIN STREET WALTHAM MA 02451 8819311 0 X WWW.TWOTEN.ORG X 1939 MA CASE MANAGEMENT SERVICES, NAMELY THE COORDINATION OF NECESSARY FINANCIAL, EDUCATIONAL, SOCIAL AND COUNSELING SERVICES TO INDIVIDUALS EMPLOYED OR FORMERLY EMPLOYED IN THE SHOE INDUSTRY OR THE IMMEDIATE FAMILY MEMBERS OF SUCH PERSONS. 45 44 17 0 0 -1015 4428274 4854030 0 0 2185547 1525437 41915 19231 6655736 6398698 2376700 2537024 0 0 1466415 1599219 0 0 614668 1164724 1090730 5007839 5226973 1647897 1171725 39016894 38137087 367349 513785 38649545 37623302 X CASE MANAGEMENT SERVICES, NAMELY THE COORDINATION OF NECESSARY FINANCIAL, EDUCATIONAL, SOCIAL AND COUNSELING SERVICES TO INDIVIDUALS EMPLOYED OR FORMELY EMPLOYED IN THE SHOE INDUSTRY OR THE IMMEDIATE FAMILY MEMBERS OF SUCH PERSONS. 0 0 3241014 2537024 HUMAN SERVICE EXPENSE:THE TWO TEN MISSION IS TO BRING SHOE PEOPLE TOGETHER TO HELP EACH OTHER DURING CRISIS, SUPPORT EACH OTHER AS A COMMUNITY, AND ENSURE THE FUTURE OF THE FOOTWEAR INDUSTRY IN THE UNITED STATES. IN FY16, THE TWO TEN SOCIAL SERVICES TEAM ASSISTED 1,234 FOOTWEAR FAMILIES WITH EMERGENCY ASSISTANCE. TWO TEN RECEIVED CALLS FROM A TOTAL OF 2,735 FOOTWEAR WORKERS AND THEIR FAMILIES AND 99% OF THOSE WORKERS RECEIVED A CALL BACK WITHIN TWO BUSINESS DAYS TO COMPLETE OUR INTAKE PROCESS. THE 30 MINUTE INTAKE CALL IS THE WAY WE DETERMINE ELIGIBILITY AND HOW BEST TO MEET IMMEDIATE NEEDS. WHEN A PERSON CALLS TWO TEN, WE GUARANTEE THEY WILL QUICKLY SPEAK WITH A COMPASSIONATE INDIVIDUAL AND THEIR CONVERSATION WILL BE CONFIDENTIAL. IN FY16, 72% OF CALLERS WERE FEMALE AND 28% OF CALLERS WERE MALE. THE THREE LARGEST AGE GROUPS WHO CALLED WERE BETWEEN THE AGES OF 25-34 (33%), BETWEEN THE AGES OF 43-55 (25%), AND 22% OF CALLERS FELL BETWEEN THE AGES OF 35-42.THE POPULATIONS OF FAMILIES WE SERVE ARE EMPLOYED PREDOMINATELY IN THE FOLLOWING ROLES WITHIN THE FOOTWEAR INDUSTRY: RETAIL SALES, CUSTOMER SERVICE, FACTORY WORKERS, WAREHOUSE OPERATIVES, AND DISTRIBUTION WORKERS. THESE JOBS ARE LOW WAGE EARNING POSITIONS AND THOSE WORKING IN THEM ARE VULNERABLE TO LOSS OF INCOME AT DIFFERENT TIMES OF THE YEAR WHEN BUSINESS SLOWS OR ORDERS IN A FACTORY OR WAREHOUSE DECREASE. TWO TEN CHANGES THE LIVES OF INDIVIDUALS AND FAMILIES DURING TIMES OF IMMEDIATE CRISIS BY PROVIDING THE FOLLOWING SERVICES TO HELP THEM: EMERGENCY ASSISTANCE, HOUSING, UTILITIES, CAR REPAIRS, NATURAL DISASTER RELIEF, COUNSELING AND INFORMATION REFERRALS. IN FY16, TWO TEN PROVIDED FUNDS TO PAY THE RENT OR MORTGAGE OF 663 FAMILIES TO PREVENT EVICTION OR FORECLOSURE. WE ASSISTED 582 FAMILIES WITH EMERGENCY UTILITY SUPPORT AND CAR PAYMENTS OR CAR REPAIRS FOR 451 FAMILIES SO THEY COULD CONTINUE TO USE THEIR CAR TO GET TO WORK. TWO TEN ALSO HELPED WITH 125 CRISIS CASES WHICH INCLUDES $3,000 IN FUNERAL BILLS AND EMERGENCY COSTS WHEN AN INDIVIDUAL WAS DISPLACED DUE TO A FIRE, FLOOD AND NATURAL OR COMMUNITY DISASTER. FUNDS ARE PAID DIRECTLY TO THE CREDITORS EXCEPT IN A SMALL NUMBER OF CASES WHEN MINI-GRANTS BETWEEN $50-$500 ARE GIVEN TO THOSE INDIVIDUALS IN CRISIS WHO ARE DOCUMENTED TO HAVE BEEN DISPLACED OR IMPACTED BY SAID DISASTER. THE MONIES THAT ARE GIVEN HELP INDIVIDUALS GET THROUGH THEIR CRISIS AND PROVIDE EMOTIONAL AS WELL AS FINANCIAL RELIEF UNTIL THEIR LIVES BECOME STABLE AGAIN. THE BILLS THAT TWO TEN PAYS MEET THE MOST BASIC NEEDS OF INDIVIDUALS AND FAMILIES IN ORDER TO SURVIVE AND HOLD DOWN A JOB.IN FY16, TWO TEN GAVE 62 FOOTWEAR WORKERS REFERRALS TO OUR TELEPHONIC MENTAL HEALTH COUNSELING SERVICES AS WELL AS PROVIDING 123 IN HOUSE COUNSELING UNITS. TWO TEN CONTRACTS WITH FEI BEHAVIORAL HEALTH TO ADMINISTER 8 SESSIONS OF TELEPHONIC COUNSELING SERVICES PER CALLER. REFERRALS TO LOCAL COMMUNITY RESOURCES, SUCH AS UNITED WAY, RED CROSS AND SALVATION ARMY WERE GIVEN TO 783 INDIVIDUALS. THE REASON MOST CITED BY THOSE NEEDING ASSISTANCE WAS "EMPLOYMENT ISSUES", FOLLOWED BY "HEALTH AND "FAMILY ISSUES." TWO TEN PROVIDES RESOURCES FOR SHOEPEOPLE FROM 47 STATES ACROSS THE COUNTRY AS WELL AS PUERTO RICO, BUT THE TOP FIVE STATES THAT WE RECEIVED CALLS FROM WERE TENNESSEE, MICHIGAN, INDIANA, CALIFORNIA AND KENTUCKY. EDUCATION EXPENSEAS PART OF OUR COMMITMENT TO STRENGTHENING THE FOOTWEAR INDUSTRY, TWO TEN FOOTWEAR FOUNDATION OFFERS FOOTWEAR EMPLOYEES AND THEIR FAMILIES HIGHER EDUCATION SCHOLARSHIPS BASED ON FINANCIAL NEED, ACADEMIC ABILITY AND PERSONAL PROMISE. IN FY16, TWO TEN FUNDED 310 STUDENTS WITH SCHOLARSHIPS IN COLLEGE TUITION. 83% OF THE STUDENTS ARE ATTENDING TWO-YEAR AND FOUR-YEAR PUBLIC UNDERGRADUATE UNIVERSITIES AND COLLEGES ACROSS THE COUNTRY, WHILE 17% ARE ATTENDING PRIVATE SCHOOLS. SCHOLARSHIP FUNDS WERE AWARDED TO 168 RENEWAL SCHOLARS AND 142 NEW SCHOLARS. MOST STUDENTS RECEIVED AN AWARD BETWEEN $2,500 AND $5,000 WITH THE OPPORTUNITY TO RENEW ANNUALLY, PROVIDED THAT THEY MAINTAIN A REQUIRED GPA OF AT LEAST 2.5. AS OF JULY 2015, ALL NEW SCHOLARSHIP AWARDS WILL AVERAGE $3,000 PER ANNUM, RENEWABLE FOR THREE YEARS. TWO TEN ALSO PROVIDES A SCHOLARSHIP FOR MILITARY VETERANS, CALLED THE FOOTWEAR WARRIORS ENDOWED SCHOLARSHIP. THIS SCHOLARSHIP IS MADE AVAILABLE TO THE MEN AND WOMEN WHO HAVE SERVED OUR U.S. MILITARY AND ARE CURRENTLY WORKING IN THE FOOTWEAR INDUSTRY.WITH THE COST OF HIGHER EDUCATION SOARING, TWO TEN SCHOLARSHIPS HELP EASE THE BURDEN FOR THOSE FOOTWEAR FAMILIES SENDING THEIR CHILDREN TO COLLEGE. TO BE ELIGIBLE TO APPLY AND BE CONSIDERED FOR A TWO TEN SCHOLARSHIP, THE APPLICANT MUST BE WORKING WITHIN THE FOOTWEAR INDUSTRY FOR A MINIMUM OF TWO YEARS, OR THE CHILD OF A PARENT WORKING IN THE INDUSTRY FOR THE SAME DURATION. THE SCHOLARS WORKING IN THE FOOTWEAR INDUSTRY COMPRISED 27% OF THE TOTAL POOL, WHILE THE REMAINING 73% HAD PARENTS WORKING IN THE FOOTWEAR INDUSTRY. AS A NOTE, 49% OF SCHOLARS' FAMILIES COULD NOT CONTRIBUTE ANYTHING TO THEIR CHILD'S EDUCATION EXPENSES. TWO TEN ALSO OFFERS A SPECIALTY SCHOLARSHIP FOR THOSE PURSUING EDUCATION IN THE AREA OF FOOTWEAR DESIGN; THE FOOTWEAR DESIGN SCHOLARSHIP IS AVAILABLE TO ANY STUDENT WITHOUT EMPLOYMENT HISTORY IN THE FOOTWEAR INDUSTRY. THIS SCHOLARSHIP WAS CREATED TO ENCOURAGE STUDENTS ENTERING THE FIELD WHO HAVE TALENT AND PROMISE IN FOOTWEAR DESIGN. APPLICANTS FOR THE FOOTWEAR DESIGN SCHOLARSHIP ARE REQUIRED TO SUBMIT THREE SAMPLES OF THEIR SKETCHES AT THE TIME OF APPLICATION IN ADDITIONAL TO COMPLETING OUR STANDARD ONLINE APPLICATION. THE APPLICATION ADMINISTRATION PROCESS IS OUTSOURCED TO THE INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES (ISTS). AFTER ISTS PRESENTS THE COMPLETED APPLICATIONS, TWO TEN SCHOLARSHIP STAFF RANKS APPLICANTS USING A SCORING RUBRIC THAT IS WEIGHTED BY THE FOLLOWING SYSTEM: 70% FINANCIAL NEED, 15% ACADEMICS BASED ON GPA AND 15% ACADEMIC RESUME BASED ON EXTRACURRICULAR ACTIVITIES. TWO TEN THEN SELECTS THE TOP STUDENTS FROM THE NEW POOL AND THOSE WHO MAINTAINED ELIGIBILITY FROM THE RENEWAL POOL UNTIL THE ENDOWMENT HAS BEEN SPENT. 172329 COMMUNITY BUILDING (FORMERLY MEMBER AND EDUCATION):TWO TEN FOOTWEAR FOUNDATION IS DEDICATED TO BUILDING A STRONGER FOOTWEAR COMMUNITY BY OFFERING A SERIES OF NATIONAL EDUCATIONAL AND NETWORKING PROGRAMS, DESIGNED TO PROVIDE OPPORTUNITIES TO ENGAGE WITH AND LEARN FROM FELLOW MEMBERS OF THE FOOTWEAR INDUSTRY WHILE SUPPORTING TWO TEN. THERE ARE THREE DIFFERENT COMMUNITY ENGAGEMENT INITIATIVES, EACH OFFERING DIFFERENT ACTIVITIES AND OUTCOMES BASED ON THE INDIVIDUAL NEEDS OF ITS TARGETED CONSTITUENTS; THESE GROUPS INCLUDE THE WOMEN IN FOOTWEAR INDUSTRY (WIFI) GROUP, HUMAN RESOURCES LEADERSHIP COMMITTEE, AND FOOTWEAR CARES . WIFI, CONSISTING OF EIGHT CHAPTERS LOCATED IN TARGETED GEOGRAPHIC AREAS, IS FOCUSED ON INSPIRING, MENTORING, AND CONNECTING WOMEN AT ALL LEVELS OF THEIR CAREERS - AS WELL AS CREATING ADVOCATES FOR TWO TEN. WIFI ACCOMPLISHES ITS GOALS BY HOLDING NETWORKING AND PROFESSIONAL DEVELOPMENT EVENTS IN THE REGIONAL CHAPTER, AND NATIONAL CONFERENCES HELD EACH JUNE AND FEBRUARY DURING MAJOR, NATIONAL FOOTWEAR INDUSTRY TRADE SHOWS. IN FY16, WIFI CHAPTERS HELD 18 DIFFERENT EVENTS THAT WERE ATTENDED BY A TOTAL OF 1,450 WOMEN. IN EACH INSTANCE, TOPIC MATTER AND PROGRAM FORMAT WAS DESIGNED TO BE RELEVANT AND SCALABLE TO MEET THE NEEDS OF EACH REGIONAL AREA. IN ADDITION TO THE EVENTS, WIFI MANAGES A SUCCESSFUL YEAR-LONG MENTORING PROGRAM THAT PAIRED 37 MENTORS FROM INDUSTRY LEADERSHIP WITH 37 WOMEN MENTEES FROM THE NEXT GENERATION OF FOOTWEAR LEADERSHIP. THE BENEFIT OF WIFI PROGRAMMING IS EVIDENCED BY THE INCREASING NUMBER OF EVENT ATTENDEES AND REQUESTS FOR MENTORING ON A YEAR-OVER-YEAR BASIS.THE HUMAN RESOURCES LEADERSHIP COMMITTEE (HRLC) CONNECTS HUMAN RESOURCES PROFESSIONALS WITHIN THE FOOTWEAR INDUSTRY FOR THOUGHT LEADERSHIP SPECIFIC TO HR, BUT ALSO TO CREATE ADVOCACY FOR TWO TEN AND ITS MISSION. THE HRLC WORKS ON TWO TEN'S BEHALF TO INCREASE AWARENESS OF THE FOUNDATION WITHIN THE INDUSTRY AS WELL AS TO HOST AN ANNUAL CONFERENCE DEDICATED TO INDUSTRY LEARNING AND INNOVATION. IN FY16, THE ANNUAL HR LEADERSHIP SUMMIT FOCUSED ON "EMPLOYEE ENGAGEMENT AND THE BOTTOM LINE, AND HOW AN ENGAGED WORKFORCE ULTIMATELY HAS AN IMPACT ON BUSINESS PERFORMANCE. THE CONFERENCE PROVIDED TWO TEN WITH A PLATFORM TO FURTHER EDUCATE AND ENGAGE HR PROFESSIONALS ABOUT THE FOUNDATION'S PROGRAMS AND SERVICES, SCHOLARSHIP OFFERINGS AND THE COMMUNITY GROUPS AVAILABLE TO MEMBERS OF THE FOOTWEAR INDUSTRY.AS ONE OF TWO TEN'S FAST GROWING COMMUNITY BUILDING EVENTS, FOOTWEAR CARES PROVIDES AN OPPORTUNITY FOR OUR INDUSTRY TO JOIN TOGETHER IN COMMUNITY SERVICE IN A WAY THAT WILL FOREVER CHANGE LIVES; THEIR OWN AND THE LIVES OF THE PEOPLE THEY TOUCH. OUR FY16 CAMPAIGN FOCUSED ON HELPING DISADVANTAGED CHILDREN AND THEIR FAMILIES, INSPIRING 7,500 FOOTWEAR CARES VOLUNTEERS FROM 125 COMPANIES TO VOLUNTEER A COMBINED 11,554 HOURS ACROSS 25 STATES DURING THE MONTH OF APRIL 2016. TOGETHER WE ASSEMBLED, PACKED OR PREPARED 179,710 MEALS FOR VULNERABLE POPULATIONS; DISTRIBUTED 5,708 PAIRS OF SHOES TO LOW-INCOME CHILDREN; AND ENHANCED 439 ACRES OF CHILDREN'S PLAYGROUNDS AND CAMPS, SCHOOLS, COMMUNITY PARKS, NATURE TRAILS AND MORE THROUGH ENVIRONMENTAL PROJECTS. THESE INCREDIBLE RESULTS WERE ACCOMPLISHED BY COMPASSIONATE FOOTWEAR COMPANIES AND INDIVIDUALS, WORKING HAND-IN-HAND ACROSS THE NATION. THE PROGRAM ALSO PROVIDED TWO TEN WITH A VALUABLE PLATFORM TO INCREASE THE KNOWLEDGE AND AWARENESS OF THE FOUNDATION, ITS MISSION, PROGRAMS AND SERVICES WITH VOLUNTEERS, WHILE CREATING POSITIVE CHANGE IN OUR SURROUNDING COMMUNITIES. 496164 INDUSTRY EDUCATION (FORMERLY LEADERSHIP DEVELOPMENT):THE TWO TEN FOOTWEAR FOUNDATION IS COMMITTED TO PROVIDING THE HELP AND RESOURCES NEEDED TO CHANGE THE LIVES OF FOOTWEAR PROFESSIONALS AND THEIR FAMILIES. IN FY16, INDUSTRY EDUCATION - OR OUTREACH - WAS INCORPORATED INTO EVERY POSSIBLE ACTIVITY TO MAXIMIZE THE OUTCOMES; EVERY CORPORATE VISIT, INDUSTRY CONFERENCE, INDIVIDUAL HEALTH AND WELLNESS FAIRS AND STRATEGIC PARTNERSHIP WAS UTILIZED TO INCREASE AWARENESS OF THE FOUNDATION'S OFFERINGS WITHIN THE INDUSTRY IT SERVES. TWO TEN ALSO USES A HIGHLY VISIBLE ANNUAL EVENT AND SOCIAL MEDIA TO AID IN BUILDING INCREASE AWARENESS OF, AND SUPPORT FOR, THE FOUNDATION. DURING FY16, TWO TEN INCORPORATED OUTREACH INTO 145 CORPORATE VISITS BY MAKING PRESENTATIONS TO 6,400 AMERICAN FOOTWEAR WORKERS. THE FOUNDATION ALSO ATTENDED 13 INDUSTRY CONFERENCES AND 14 DIFFERENT BENEFITS FAIRS TO CONNECT DIRECTLY WITH FOOTWEAR EMPLOYEES AND PROVIDE THEM WITH FIRST-HAND KNOWLEDGE ABOUT TWO TEN AND HOW THE FOUNDATION HELPS THE INDUSTRY. AND FINALLY, TWO TEN WORKED WITH ITS STRATEGIC PARTNERS TO PRESENT THE FOUNDATION TO TARGETED AUDIENCES THROUGH PRINT, DIGITAL AND IN-PERSON PRESENTATIONS. THROUGH CAREFUL UTILIZATION OF EXISTING TRAVEL TO MEETINGS, CONFERENCES, FAIRS AND PARTNERSHIP OFFERINGS, TWO TEN WAS ABLE TO INCORPORATE OUTREACH INTO A VARIETY OF ACTIVITIES TO INCREASE THE FOOTWEAR COMMUNITY'S AWARENESS OF AND ENGAGEMENT WITH THE FOUNDATION.TWO TEN HOSTED ITS ANNUAL GALA DURING FY16. ATTENDED BY 1,700 MEMBERS OF THE FOOTWEAR COMMUNITY AND SUPPORTED BY MORE THAN 175 COMPANIES, TWO TEN USED THE EVENT AS A COMMUNICATIONS PLATFORM TO INCREASE INDUSTRY AWARENESS ABOUT ITS PROGRAMS AND SERVICES, SCHOLARSHIPS, COMMUNITY BUILDING INITIATIVES AND THE COMBINED POSITIVE IMPACT THE FOUNDATION HAS ON THE INDUSTRY THAT IT SERVES. STORIES FROM TWO TEN'S RELIEF RECIPIENTS AND SCHOLARSHIP AWARDEES WERE SHARED IN PRINT, VIDEO AND IN PERSON FROM THE PODIUM ON STAGE. INDUSTRY LEADERSHIP TOOK PART IN THE PRESENTATIONS FROM THE STAGE AND ENCOURAGED THE PARTICIPANTS TO ENGAGE FURTHER WITH THE FOUNDATION. THE EVENT WAS A BIG SUCCESS IN THAT WE WERE ABLE TO CONVERT ATTENDEES FROM UNAFFILIATED TO ENGAGED MEMBERS OF THE TWO TEN COMMUNITY.SOCIAL MEDIA CONTINUES TO INCREASE IN RELEVANCE AND IMPORTANCE AS A COMMUNICATION TOOL, PROVIDING A VIBRANT FORUM TO REACH, ENGAGE AND EDUCATE THE FOOTWEAR COMMUNITY. TWO TEN'S CONTENT DEVELOPMENT AND MANAGEMENT STRATEGY FOR ITS SOCIAL PROPERTIES DURING FY16 WAS FURTHER EXPANDED, WITH A DATABASE OF CLIENT STORIES PUSHED OUT THROUGH RELEVANT CHANNELS INCLUDING FACEBOOK, TWITTER, INSTAGRAM, LINKEDIN AND THE TWO TEN BLOG. THE FOUNDATION HAS SEEN AN UPTICK IN THE NUMBER OF FOLLOWERS IT HAS ON MULTIPLE DIGITAL PROPERTIES AND NEW VISITORS TO ITS WEBSITE PLATFORM. APPLICATIONS FOR TWO TEN'S SCHOLARSHIP OFFERINGS, INTAKE CALLS AND ATTENDANCE AT COMMUNITY GROUP EVENTS HAVE GROWN AS A RESULT OF THIS EFFORT. 3909507 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 17 1 0 0 0 0 0 1 1 0 0 X 45 44 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X ELBA MARCILLO 7817361500 1466 MAIN STREET WALTHAM MA 02452 DIANE SULLIVAN CHAIR 1.00 X X 0 0 0 MICHAEL ATMORE DIRECTOR 1.00 X 0 0 0 MARTIN BERMAN DIRECTOR 1.00 X 0 0 0 CAROL BAIOCCHI DIRECTOR 1.00 X 0 0 0 ANNA BAKST DIRECTOR 1.00 X 0 0 0 AMANDA CABOT DIRECTOR 1.00 X 0 0 0 DEBBIE FERREE DIRECTOR 1.00 X 0 0 0 STEVEN HILL DIRECTOR 1.00 X 0 0 0 DANIEL HUNT DIRECTOR 1.00 X 0 0 0 SUSAN ITZKOWITZ DIRECTOR 1.00 X 0 0 0 GREG TUNNEY VICE CHAIR 1.00 X X 0 0 0 STEVE MADDEN DIRECTOR 1.00 X 0 0 0 ROBERT MCHUGH DIRECTOR 1.00 X X 0 0 0 TRACEY MCLEOD DIRECTOR 1.00 X 0 0 0 MICHAEL MOONEY DIRECTOR 1.00 X 0 0 0 JIM SALZANO DIRECTOR 1.00 X 0 0 0 DANNY MUSKAT DIRECTOR 1.00 X 0 0 0 DAVID BENSADOUN DIRECTOR 1.00 X 0 0 0 JOE OUAKNINE DIRECTOR 1.00 X 0 0 0 KEVIN BAILEY DIRECTOR 1.00 X 0 0 0 GREGG RIBATT DIRECTOR 1.00 X 0 0 0 KATIE BUTLER DIRECTOR 1.00 X 0 0 0 DANIEL SCHWARTZ DIRECTOR 1.00 X 0 0 0 LARRY SIFF SECRETARY 1.00 X X 0 0 0 BOB CAMPBELL DIRECTOR 1.00 X 0 0 0 DAVID DEPASQUALE DIRECTOR 1.00 X 0 0 0 THOMAS TARICA DIRECTOR 1.00 X 0 0 0 RICK GRAHAM DIRECTOR 1.00 X 0 0 0 LOUISE CAMUTO DIRECTOR 1.00 X 0 0 0 BEVERLY GOLDBERG DIRECTOR 1.00 X 0 0 0 BLAKE KRUEGER DIRECTOR 1.00 X 0 0 0 RONALD FROMM DIRECTOR 1.00 X 0 0 0 DAVE GRANGE DIRECTOR 1.00 X 0 0 0 JIM ISSLER DIRECTOR 1.00 X 0 0 0 DAVID JAY DIRECTOR 1.00 X 0 0 0 SCOTT MEDEN DIRECTOR 1.00 X 0 0 0 ROBERT DEMARTINI DIRECTOR 1.00 X 0 0 0 LESLIE GALLIN DIRECTOR 1.00 X 0 0 0 LIZ RODBELL DIRECTOR 1.00 X 0 0 0 CLIFTON SIFFORD DIRECTOR 1.00 X 0 0 0 GENE MCCARTHY DIRECTOR 1.00 X 0 0 0 JOEL OBLONSKY DIRECTOR 1.00 X 0 0 0 DAVID SHARP DIRECTOR 1.00 X 0 0 0 BETH CROSS TREASURER 1.00 X X 0 0 0 NEAL NEWMAN PRESIDENT 37.50 X 214696 0 25952 214696 0 25952 2 0 1 0 MANHATTAN CENTER STUDIO INC 311 WEST 34TH STREET NEW YORK NY 10001 EVENT PLANNING 280000 SEQUENCE EVENT LLC 108 WEST 39TH ST NEW YORK NY 10018 EVENT PLANNING 127500 2 2370503 2483527 4854030 1494614 1494614 1370000 1339177 30823 30823 30823 1095390 2370503 1081436 13954 13954 MISCELLANEOUS 900099 5277 5277 5277 6398698 0 0 1544668 2537024 2537024 570212 225270 209242 135700 780159 513424 21066 245669 34280 15780 7573 10927 93300 42894 21041 29365 121268 66973 17298 36997 6588 3041 3547 37200 37200 95291 95291 42713 42463 250 32667 12791 15165 4711 80072 54080 7099 18893 81758 42051 14405 25302 124942 124942 13376 9260 4116 CONSULTING EXPENSE 188786 164199 2325 22262 BUILDING REPAIRS AND EX 85885 52013 10752 23120 PRINTING AND PRODUCTION 53799 28353 1780 23666 TELEPHONE 40912 28982 5230 6700 206741 70909 108842 26990 5226973 3909507 702798 614668 155731 191389 995137 2287457 297375 316533 3952422 1819544 2241438 2132878 19859437 18276698 15467776 14932132 39016894 38137087 71377 88635 193855 326620 102117 98530 367349 513785 X 7944939 6280242 4332578 4093884 26372028 27249176 38649545 37623302 39016894 38137087 1171725 -2197968 0 X 0 1 X 1 0 X 5896932 3244363 3826293 4462876 4867984 22298448 5896932 3244363 3826293 4462876 4867984 22298448 22298448 584147 674925 1055344 1704638 1494614 5513668 4422 2845 5338 7313 5277 25195 27837311 -74867 0.80100 0.81710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31534790 1310148 166056 837750 32173244 30573816 1186016 542645 767687 31534790 26867714 1244684 2788645 327227 30573816 25713572 234664 1522252 602774 26867714 25566291 1670564 -786774 736509 25713572 0 0 546867 546867 2900545 1367933 1532612 505010 451611 53399 2132878 ALTERNATIVE HEDGE FUND 14932132 F 14932132 ANNUITIES PAYABLE 98530 98530 X 4200730 -2197968 -2197968 6398698 0 6398698 5226973 0 5226973 0 5226973 PART X, LINE 2: GAAP REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD, ALONG WITH ACCRUED INTEREST AND PENALTIES THEREON, WOULD BE RECORDED AS AN EXPENSE IN THE CURRENT YEAR FINANCIAL STATEMENTS. THE FOUNDATION HAS EVALUATED THE TAX POSITIONS TAKEN IN ITS PREVIOUSLY FILED RETURNS AND THOSE EXPECTED TO BE TAKEN IN ITS 2015 RETURNS AND BELIEVES THEY ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED IF EXAMINED BY FEDERAL OR COMMONWEALTH TAX AUTHORITIES. THE FOUNDATION'S 2012 THROUGH 2014 TAX YEARS REMAIN SUBJECT TO TAX EXAMINATION BY FEDERAL AND COMMONWEALTH TAX AUTHORITIES ANNUAL DINNER 3033690 2180000 853690 850451 GOLF OUTINGS 237041 127003 110038 100586 2 195162 63500 131662 130398 3465893 2370503 1095390 1081435 1081435 13955 ELBA MARCILLO 1466 MAIN STREET WALTHAM MA 02451 1 RELIEF PAYMENTS 2710 1700174 BOOK SCHOLARSHIPS 310 836850 BOOK PART I, LINE 2: RELIEF PAYMENTS - PAID DIRECTLY TO A CLIENT'S CREDITOR, IE. MORTGAGE LENDERS, UTILITY COMPANIES, CAR LENDERS, ETC. AND ARE APPLIED DIRECTLY TO THE CLIENTS ACCOUNT. SCHOLARSHIPS - APPLICATIONS ARE OUTSOURCED TO A CONSULTANT WHO DETERMINES WHICH STUDENTS QUALIFY FOR ASSISTANCE BASED ON THE ORGANIZATIONS ELIGIBLITY REQUIREMENTS. THEY MUST HAVE A DIRECT FAMILY MEMBER WHO HAS WORKED IN THE FOOTWEAR INDUSTRY OR THEY MUST HAVE WORKED THE PROPER AMOUNT OF TIME IN THE FOOTWEAR INDUSTRY. FEDERAL LAW STIPULATES THAT THE AMOUNT OF A STUDENT'S FINANCIAL ASSISTANCE MAY NOT EXCEED THEIR DEMONSTRATED FINANCIAL NEED. TO DETERMINE FINANCIAL NEED, WE DEDUCT THE STUDENTS ESTIMATED PARENTAL CONTRIBUTION FROM THE FAFSA STUDENT AID REPORT(WWW.FAFSA.GOV) AND THEIR SCHOLARSHIPS AND GRANTS FROM THE COST OF ATTENDANCE. ONCE THESE CALCULATIONS ARE COMPLETED THEN WE SCALE THE STUDENTS AWARDS BASED ON THEIR LENGTH OF TIME IN THE INDUSTRY AND HOW SUBSTANTIAL THEIR NEED IS. WE HAVE A SCHOLARSHIP BOARD COMMITTEE WHO REVIEWS THE FINAL INFORMATION AND RELEASES THE AWARDS. MONIES ARE PAID DIRECTLY TO THE SCHOOL THE STUDENT IS ATTENDING EVERY SEMESTER. 0 0 0 0 0 0 0 0 0 NEAL NEWMAN PRESIDENT 214696 0 0 0 0 0 0 0 25952 0 240648 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PRESENTED TO THE AUDIT COMMITTEE DURING THE PRESENTATION OF THE AUDITED FINANCIAL STATEMENTS. AFTER REVIEWING THE 990 AND ALL QUESTIONS HAVE BEEN ANSWERED THE RETURN IS ACCEPTED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF, DIRECTORS AND OFFICERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST. THE TRANSACTIONS AND ACTIVITIES OF THE ORGANIZATION ARE MONITORED ON AN ONGOING BASIS BY MANAGEMEMNT, THE BOARD OF DIRECTORS AND BOARD APPOINTED COMMITTEES. ANY CONFLICTS THAT ARISE ARE DEALT WITH ACCORDING TO THE ORGANIZATION'S DETAILED CONFLICT OF INTEREST POLICIES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS SET BY THE ORGANIZATION'S COMPENSATION COMMITTEE BASED UPON COMPARABLE COMPENSATION DATA FOR THE SAME POSITON FOR ORGANIZATIONS OF SIMILAR SIZE WITHIN OUR INDUSTRY. THE DECISION OF THE COMPENSATION COMMITTEE IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO BEING FINALIZED. THE COMPENSATION OF ALL OTHER STAFF IS DETERMINED VIA A FORMAL SALARY ADMINSTRATION PROCESS. A JOB DESCRIPTION IS ESTABLISHED FOR EACH POSITION INCLUDING KNOWLEDGE, SKILLS, AND EXPERIENCES REQUIRED TO PERFORM THE JOB. EACH POSITION IS PRICED ACCORDING TO MARKET DATA FOR LIKE POSITIONS AT SIMILAR SIZED ENTITIES. ANNUAL INCREASES ARE BASED ON MERIT MEASURED BY APPROPRIATE INDICATORS OF JOB PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 ALL OF THE ORGANIZATIONS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON DIRECT REQUEST OF THE ORGANIZATION.