2016-11-15T11:15:22-06:00 2015-12-31 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 021293742 990 2015-01-01 042736718 TRINITY BOSTON FOUNDATION INC TRIN 6175360944 C/O TRINITY CHURCH 206 CLARENDON ST BOSTON MA 02116 GEOFFREY W SMITH TREASURER 6175360944 2016-11-15 1 LYNNE JOHNSON P00757336 6179129000 2015 2017-02-10 21:41:12Z LOUISE PACKARD C/O TRINITY CHURCH 206 CLARENDON ST BOSTON MA 02116 2112681 0 X WWW.TRINITYINSPIRES.ORG X 1981 MA TRINITY BOSTON FOUNDATION'S (TBF) MISSION IS TO CHANGE THE ODDS FOR BOSTON YOUTH BY OFFERING INNOVATIVE PROGRAMS THAT EMPOWER YOUTH AND THEIR FAMILIES, INCREASE COLLABORATION AND COORDINATION WITHIN THE NON-PROFIT SECTOR, AND BUILD PUBLIC APPETITE TO CREATE POSITIVE, LASTING, SOCIAL CHANGE. TBF ALSO SUPPORTS CULTURAL, ART, AND MUSIC PROGRAMS SPONSORED BY TRINITY CHURCH AS WELL AS THE PRESERVATION OF TRINITY CHURCH'S BUILDINGS. 22 22 0 120 0 0 1786161 1878263 44497 25753 -1092 0 90368 73065 1919934 1977081 2591 0 0 0 1629851 1660854 0 0 122867 370021 435427 2002463 2096281 -82529 -119200 379659 101626 192903 34070 186756 67556 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 559919 6839 TRINITY EDUCATION FOR EXCELLENCE PROGRAM (TEEP) OFFERS BOSTON PUBLIC SCHOOL STUDENTS A ROADMAP TO EXCELLENCE CURRICULUM THAT TO DATE HAS SENT 100% OF OUR SIX-YEAR GRADUATES TO COLLEGE. THIS PROGRAM OPERATES YEAR-ROUND WITH HIGH STAFF ENGAGEMENT AND A BELIEF THAT INVESTMENT OVER MANY YEARS YIELDS THE HIGHEST IMPACT FOR STUDENTS. OUR CURRICULUM ON VALUES, AND CHARACTER AND LEADERSHIP DEVELOPMENT LEADS TO ACADEMIC ACHIEVEMENT AND COLLEGE SUCCESS. 740867 11588 THE TRINITY BOSTON COUNSELING CENTER (TBCC) RECOGNIZES THAT MENTAL HEALTH CARE AND ESPECIALLY TREATING TRAUMA, IS ESSENTIAL TO REDUCING RATES OF YOUTH VIOLENCE AND INCARCERATION. A MAJORITY OF OUR CLIENTS LIVE IN HIGH-POVERTY NEIGHBORHOODS AND WE HAVE DEVELOPED A PARTICULAR FOCUS ON WORKING WITH YOUTH COMMITTED TO THE DEPARTMENT OF YOUTH SERVICES. 219090 4603 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 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. 1519876 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 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 22 22 0 0 0 0 1 1 1 1 1 0 1 1 1 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 ALEX BURKE DIRECTOR, CHAIR 1.25 X X 0 0 0 RONALD AKIE DIRECTOR, VICE CHAIR 1.25 X X 0 0 0 SAM THAYER DIRECTOR, VICE CHAIR 1.25 X X 0 0 0 GEOFFREY SMITH DIRECTOR, TREASURER 1.25 X X 0 0 0 COLIN ZICK DIRECTOR, CLERK 1.25 X X 0 0 0 BARBARA BAUMAN DIRECTOR 1.25 X 0 0 0 DALE BEARDEN DIRECTOR 1.25 X 0 0 0 JAN BEAVEN DIRECTOR 1.25 X 0 0 0 COLIN DIVER DIRECTOR 1.25 X 0 0 0 SULA FISZMAN DIRECTOR 1.25 X 0 0 0 SUSAN HALBY DIRECTOR 1.25 X 0 0 0 OAKES HUNNEWELL DIRECTOR 1.25 X 0 0 0 JUDITH KING DIRECTOR 1.25 X 0 0 0 THE VERY REV SAMUEL LLOYD III DIRECTOR, RECTOR 1.25 X 0 0 0 CHRISTINE MCCORMICK DIRECTOR 1.25 X 0 0 0 CHRIS O'BRIEN DIRECTOR 1.25 X 0 0 0 MICHAEL PARKER DIRECTOR 1.25 X 0 0 0 TERESA RODRIGUEZ DIRECTOR 1.25 X 0 0 0 PHILIP RUEPPEL DIRECTOR, ASSISTANT TREASURER 1.25 X X 0 0 0 KATHLEEN SHEEHAN DIRECTOR, VESTRY LIAISON 1.25 X 0 0 0 PAMELA VOSS DIRECTOR 1.25 X 0 0 0 DAVID WRIGHT DIRECTOR 1.25 X 0 0 0 LOUISE PACKARD EXECUTIVE DIRECTOR 40.00 X 135807 0 44019 135807 0 44019 1 0 1 0 0 326492 1551771 83395 1878263 TBCC INCOME 624110 11588 11588 TEEP INCOME 611710 6839 6839 SOLE TRAIN INCOME 621300 4603 4603 MINISTRY INCOME - TBF 900099 2723 2723 25753 37665 326492 135600 -97935 -97935 TRANSFER OF FUNDS FOR 900099 171000 171000 171000 1977081 196753 0 -97935 190571 38114 114343 38114 1045539 866714 110639 68186 97912 60186 33395 4331 234600 207322 25086 2192 92232 61881 26669 3682 526 526 16250 16250 109967 95566 8039 6362 2731 2731 34703 9802 24901 21975 21975 86000 46000 40000 949 949 29836 19778 10058 18196 9896 8300 DMC 36028 36028 SUMMER PROGRAM 23408 23408 LEADERSHIP DEV PROGRAM 15269 15269 FUEL 12923 12923 26666 16040 10626 2096281 1519876 453538 122867 349148 92131 25000 5511 0 9495 379659 101626 12913 17295 16618 16775 140665 0 22707 0 192903 34070 X 67097 12391 119659 55165 186756 67556 379659 101626 -119200 0 X 0 1 X 1 0 X 1015152 1102215 1563187 1786161 1878263 7344978 1015152 1102215 1563187 1786161 1878263 7344978 1191795 6153183 60 402 15 477 58621 51035 76743 24750 37665 248814 7594269 1590281 0.81020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 DUE FROM TRINITY CHURCH 9495 9495 X 2821324 708643 708643 2112681 -135600 -135600 1977081 2940524 708643 135600 844243 2096281 0 2096281 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, 2015 AND 2014. THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2012. 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 -135,600. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B 135,600. BOSTONIANS FOR YOUTH 364157 326492 37665 46955 88645 364157 326492 37665 46955 88645 135600 -97935 X X X 0 0 0 0 0 0 0 0 0 LOUISE PACKARD EXECUTIVE DIRECTOR 135807 0 0 0 0 0 12639 0 31380 0 179826 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 11 46025 FMV X RUNNING GEAR 1 37370 FMV 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 11 THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, TREASURER, AND CLERK OF THE ORGANIZATION, AND THE VESTRY, AND IT IS CIRCULATED TO 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