PERKINS SCHOOL FOR THE BLIND: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PERKINS SCHOOL FOR THE BLIND (EIN 04-2103616)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-05
- IRS object ID
- 201511259349301421
- Schema version
- 2013v4.0
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-05T14:44:10-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103616 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Perkins School for the Blind | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERK | BusinessNameControlTxt |
| Phone | 6179243434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 North Beacon Street | AddressLine1 |
| City | Watertown | City |
| State | MA | State |
| ZIP Code | 02472 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lisa A Calise | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6179243434 | PhoneNum |
| Signature | 2015-05-05 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Steven M Rothstein | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 N beacon Street | AddressLine1 |
| City | Watertown | City |
| State | MA | State |
| ZIP Code | 02472 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $170,563,755 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.perkins.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1829 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | Perkins School for the Blind provides education and services for children and adults around the world who are Blind, Deaf-Blind or visually impaired. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 921 | TotalEmployeeCnt |
| Total Volunteers | 752 | TotalVolunteersCnt |
| Total Gross UBI | -$32,315 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,282,784 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,954,815 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,254,177 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $38,219,796 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,937,009 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,628,807 | CYInvestmentIncomeAmt |
| PY Other Revenue | $28,009,338 | PYOtherRevenueAmt |
| CY Other Revenue | $30,201,454 | CYOtherRevenueAmt |
| PY Total Revenue | $86,483,308 | PYTotalRevenueAmt |
| CY Total Revenue | $108,004,872 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,356,439 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,266,870 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $42,334,389 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,782,511 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,810,172 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,621,361 | PYOtherExpensesAmt |
| CY Other Expenses | $21,457,369 | CYOtherExpensesAmt |
| PY Total Expenses | $64,312,189 | PYTotalExpensesAmt |
| CY Total Expenses | $66,506,750 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $22,171,119 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $41,498,122 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $352,427,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $380,342,239 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $51,202,311 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,618,933 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $301,225,184 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $342,723,306 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Perkins School for the Blind provides education and services for children and adults around the world who are blind, deafblind or visually impaired. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $45,743,301 | ExpenseAmt |
| Grant | $1,234,370 | GrantAmt |
| Revenue | $33,624,225 | RevenueAmt |
| Desc | Perkins School for the Blind (Perkins) programs and services touch the lives of more than 880,000 infants, toddlers, school atudents, adults and seniors on our Watertown, MA., campus, in the community, across the U.S., and around the world. Perkins provides services in every state in the U.S. and in 67 countries worldwide. Perkins, the first school in the U.S. to educate students with visual impairments, has stood as a thought leader from its earliest days. Perkins pioneered the education of children who are deafblind, and the school continues to nurture an innovatove teaching and learning environment through 9 main program areas: Infant and Toddler Program; Early Learning Center; Lower School; Secondary Program; Educational Parnership Program; Community Programs; eLearning; Outreach Short Courses;and the Deafblind Program. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,543,169 | ExpenseAmt |
| Revenue | $3,753,173 | RevenueAmt |
| Desc | Perkins Products, formerly called Howe Press, began producing tactile books in 1835 and in 1951 introduced the Perkins Brailler, the most widely used braille writer in the world. Today, the re-designed Perkins SMART Brailler merges computer technology with its famous predecessor, fostering literacy through braille for a new generation of learners. Perkins Products accessible technology provides communication and daily living solutions to people of all ages. Perkins Products provides Braille writers, Braille accessories, publications and other materials for the blind and visually impaired to over 14,000 individuals. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,677,174 | ExpenseAmt |
| Revenue | $2,672,568 | RevenueAmt |
| Desc | Perkins Library first provided patrons with reading matter in 1837, adding braille and talking books in 1931. Since then, the award-winning Library has provided free services to millions of Massachusetts residents of any age who are unable to read traditional print materials due to a visual or physical disability. Now readers have access to digital audio books and online downloads. Each day, the Library sends more than 2,000 books to its patrons. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,934,021 | ExpenseAmt |
| Grant | $32,500 | GrantAmt |
| Revenue | $1,923,003 | RevenueAmt |
| Desc | FCC Equipment distribution program | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,934,021 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $32,500 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,923,003 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $53,897,665 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 191 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 921 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | TH | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | VI | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| 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 | Lisa A Calise | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179727203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 North Beacon Street | AddressLine1 |
| City | Watertown | City |
| State | MA | State |
| ZIP Code | 02472 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| C Richard Carlson | |||||||||
| Chair of Corporation | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Frederic M Clifford | |||||||||
| Chair of Trustees | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| William A Lowell | |||||||||
| Vice Chairperson | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Philip L Ladd | |||||||||
| Vice Chairperson | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Schnitman | |||||||||
| Secretary | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Charles CJ Platt | |||||||||
| Treasurer | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Randy E Kinard | |||||||||
| Asst Treasurer | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Andrew W Chapman | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Katherine Chapman | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Elizabeth Curtis | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Edward G Fey | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ruth Ellen Fitch | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Corinne Grousbeck | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas F Hehir | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ray Hepper | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Leslie Nordin | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Greg J Pappas | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Paul Perrault | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Paul Raia | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Richard Reilly | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| DrSteve Ringer | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| William Hughes | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Elena Matlock | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| W David Power | |||||||||
| President as of 5-1-15 | 5.00 | $0 | $0 | $0 | Yes (X) | ||||
| Lisa Calise | |||||||||
| Chief Financial Officer | 50.00 | $175,050 | $0 | $14,258 | Yes (X) | ||||
| Kathleen Sheehan | |||||||||
| Exec Director of Perkins T | 50.00 | $218,187 | $0 | $35,078 | Yes (X) | ||||
| David S Morgan | |||||||||
| Vice President Perkins Pro | 50.00 | $187,361 | $0 | $35,308 | Yes (X) | ||||
| Pauline L Donoghue | |||||||||
| Controller | 50.00 | $141,464 | $0 | $14,867 | Yes (X) | ||||
| Walton A Webson | |||||||||
| Director Perkins Internati | 50.00 | $141,004 | $0 | $30,781 | Yes (X) | ||||
| Dorinda Rife | |||||||||
| Superintendent School Prog | 50.00 | $146,470 | $0 | $39,465 | Yes (X) | ||||
| Kathryn Todd | |||||||||
| Director of Individual Giv | 50.00 | $134,911 | $0 | $17,209 | Yes (X) | ||||
| Dorothy Fitzmaurice | |||||||||
| Director of International Resource Development | 50.00 | $125,178 | $0 | $3,211 | Yes (X) | ||||
| Steven M Rothstein | |||||||||
| President until 4-30-15 | 50.00 | $291,363 | $0 | $66,775 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,560,988 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $256,952 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1 | CityContractorAddress/ForeignAddress/City | CountryContractorAddress/ForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|
| Highfields Capital LP | ||||||||
| 200 Clarendon Street | Boston | MA | 02116 | Investment Management Services | $821,374 | |||
| Thomas Gallagher Inc | ||||||||
| 109 Smith Place | Cambridge | MA | 02138 | Contractor services | $778,554 | |||
| Adage Capital Partners LP | ||||||||
| 2000 Westchester Avenue | Purchase | NY | 10577 | Investment Management Services | $644,829 | |||
| Wellington Archipelago Holdings | ||||||||
| Investment Management Services | $415,015 | 78 Sir John Rogersons Quay | Dublin 2 | EI | ||||
| Lake Contracting Inc | ||||||||
| 5 Middlesex Ave | Somerville | MA | 02145 | Contractor services | $379,563 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 33 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,548,560 | FundraisingAmt |
| Government Grants | $2,710,334 | GovernmentGrantsAmt |
| All Other Contributions | $19,695,921 | AllOtherContributionsAmt |
| Noncash Contributions | $682,842 | NoncashContributionsAmt |
| Total Contributions | $23,954,815 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Fees for Services | 611600 | $33,624,225 | $33,624,225 |
| Library services | 900099 | $2,672,568 | $2,672,568 |
| National Deaf Blind eq | 900099 | $1,923,003 | $1,923,003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $38,219,796 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,738,173 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$21,007 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,759,180 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $77,658 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $88,966 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$11,308 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$11,308 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$11,308 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $66,897,378 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,006,744 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,890,634 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,890,634 | TotalRevenueColumnAmt |
| Exclusion | $12,890,634 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $73,250 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,548,560 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $393,538 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$320,288 | TotalRevenueColumnAmt |
| Exclusion | -$320,288 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $11,822,808 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $8,069,635 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,753,173 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,753,173 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Unrealized Investment | 900099 | $25,635,428 | $25,635,428 |
| Change in Value of Spl | 900099 | $1,144,449 | $1,144,449 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $26,779,877 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,004,872 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,972,969 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$32,315 | UnrelatedBusinessRevenueAmt |
| Exclusion | $42,109,403 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,547 | TotalAmt |
| Program Services | $182,547 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,084,323 | TotalAmt |
| Program Services | $1,084,323 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,301,888 | TotalAmt |
| Program Services | $478,444 | ProgramServicesAmt |
| Management And General | $509,899 | ManagementAndGeneralAmt |
| Fundraising | $313,545 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,091,134 | TotalAmt |
| Program Services | $28,032,681 | ProgramServicesAmt |
| Management And General | $3,472,886 | ManagementAndGeneralAmt |
| Fundraising | $1,585,567 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,207,056 | TotalAmt |
| Program Services | $1,868,379 | ProgramServicesAmt |
| Management And General | $231,950 | ManagementAndGeneralAmt |
| Fundraising | $106,727 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,226,805 | TotalAmt |
| Program Services | $3,578,193 | ProgramServicesAmt |
| Management And General | $444,215 | ManagementAndGeneralAmt |
| Fundraising | $204,397 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,955,628 | TotalAmt |
| Program Services | $2,456,808 | ProgramServicesAmt |
| Management And General | $337,703 | ManagementAndGeneralAmt |
| Fundraising | $161,117 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,074 | TotalAmt |
| Program Services | $78,605 | ProgramServicesAmt |
| Management And General | $245,214 | ManagementAndGeneralAmt |
| Fundraising | $255 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,045 | TotalAmt |
| Program Services | $14,000 | ProgramServicesAmt |
| Management And General | $272,045 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,500 | TotalAmt |
| Program Services | $16,500 | ProgramServicesAmt |
| Management And General | $6,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,308 | TotalAmt |
| Management And General | $6,308 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,454,931 | TotalAmt |
| Program Services | $3,066,095 | ProgramServicesAmt |
| Management And General | $432,319 | ManagementAndGeneralAmt |
| Fundraising | $956,517 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,301 | TotalAmt |
| Program Services | $298,807 | ProgramServicesAmt |
| Management And General | $102,587 | ManagementAndGeneralAmt |
| Fundraising | $2,907 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,057,166 | TotalAmt |
| Program Services | $1,391,551 | ProgramServicesAmt |
| Management And General | $536,007 | ManagementAndGeneralAmt |
| Fundraising | $129,608 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,084,312 | TotalAmt |
| Program Services | $311,374 | ProgramServicesAmt |
| Management And General | $772,910 | ManagementAndGeneralAmt |
| Fundraising | $28 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,575,643 | TotalAmt |
| Program Services | $4,146,053 | ProgramServicesAmt |
| Management And General | $382,173 | ManagementAndGeneralAmt |
| Fundraising | $47,417 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,342,679 | TotalAmt |
| Program Services | $1,250,423 | ProgramServicesAmt |
| Management And General | $40,783 | ManagementAndGeneralAmt |
| Fundraising | $51,473 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,911 | TotalAmt |
| Program Services | $163,916 | ProgramServicesAmt |
| Management And General | $17,297 | ManagementAndGeneralAmt |
| Fundraising | $4,698 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,885 | TotalAmt |
| Program Services | $203,012 | ProgramServicesAmt |
| Management And General | $20,008 | ManagementAndGeneralAmt |
| Fundraising | $865 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,842,914 | TotalAmt |
| Program Services | $4,320,454 | ProgramServicesAmt |
| Management And General | $469,935 | ManagementAndGeneralAmt |
| Fundraising | $52,525 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,828 | TotalAmt |
| Program Services | $4,705 | ProgramServicesAmt |
| Management And General | $247,123 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| $807,114 | $639,550 | $96,174 | $71,390 |
| $155,840 | $109,514 | $36,755 | $9,571 |
| $145,999 | $145,999 | $0 | |
| $97,845 | $2,132 | $1,705 | $94,008 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,074 | TotalAmt |
| Program Services | $199,599 | ProgramServicesAmt |
| Management And General | -$29,082 | ManagementAndGeneralAmt |
| Fundraising | $17,557 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,506,750 | TotalAmt |
| Program Services | $53,897,665 | ProgramServicesAmt |
| Management And General | $8,798,913 | ManagementAndGeneralAmt |
| Fundraising | $3,810,172 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,174,818 | BOYAmt |
| EOY | $3,091,384 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,407,483 | BOYAmt |
| EOY | $4,666,411 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,776,335 | BOYAmt |
| EOY | $4,865,248 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,982,112 | BOYAmt |
| EOY | $4,584,337 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,334,482 | BOYAmt |
| EOY | $1,441,062 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $170,446,385 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $98,375,187 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,167,027 | BOYAmt |
| EOY | $72,071,198 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,917,788 | BOYAmt |
| EOY | $91,363,124 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,912,337 | BOYAmt |
| EOY | $185,998,774 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,755,113 | BOYAmt |
| EOY | $12,260,701 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,427,495 | BOYAmt |
| EOY | $380,342,239 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,781,704 | BOYAmt |
| EOY | $7,573,321 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,942,804 | BOYAmt |
| EOY | $28,497,869 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,477,803 | BOYAmt |
| EOY | $1,547,743 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,202,311 | BOYAmt |
| EOY | $37,618,933 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,912,306 | BOYAmt |
| EOY | $190,802,325 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,904,438 | BOYAmt |
| EOY | $78,599,403 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,408,440 | BOYAmt |
| EOY | $73,321,578 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,225,184 | BOYAmt |
| EOY | $342,723,306 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,427,495 | BOYAmt |
| EOY | $380,342,239 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $41,498,122 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,961 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $28,961 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $66,477,789 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $66,506,750 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $24,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $30,814 | CurrentYearMinus2Amt |
| Current Year Minus1 | $30,903 | CurrentYearMinus1Amt |
| Current Year | $28,961 | CurrentYearAmt |
| Total | $114,678 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $8,314 | CurrentYearMinus3Amt |
| Current Year Minus2 | $6,814 | CurrentYearMinus2Amt |
| Current Year Minus1 | $6,903 | CurrentYearMinus1Amt |
| Current Year | $4,961 | CurrentYearAmt |
| Total | $26,992 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $248,585,259 | BeginningYearBalanceAmt |
| Contributions | $13,194,497 | ContributionsAmt |
| Investment Earnings Or Losses | $40,883,618 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,615,650 | OtherExpendituresAmt |
| Administrative Expenses | $1,425,194 | AdministrativeExpensesAmt |
| End Year Balance | $289,622,530 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $225,288,303 | BeginningYearBalanceAmt |
| Contributions | $4,365,818 | ContributionsAmt |
| Investment Earnings Or Losses | $28,137,781 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,925,720 | OtherExpendituresAmt |
| Administrative Expenses | $1,280,923 | AdministrativeExpensesAmt |
| End Year Balance | $248,585,259 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $243,948,082 | BeginningYearBalanceAmt |
| Contributions | $2,162,255 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,343,401 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,907,696 | OtherExpendituresAmt |
| Administrative Expenses | $2,570,937 | AdministrativeExpensesAmt |
| End Year Balance | $225,288,303 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $205,288,555 | BeginningYearBalanceAmt |
| Contributions | $3,740,062 | ContributionsAmt |
| Investment Earnings Or Losses | $46,756,112 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,404,040 | OtherExpendituresAmt |
| Administrative Expenses | $1,432,607 | AdministrativeExpensesAmt |
| End Year Balance | $243,948,082 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $185,531,655 | BeginningYearBalanceAmt |
| Contributions | $14,109,065 | ContributionsAmt |
| Investment Earnings Or Losses | $20,604,496 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,160,885 | OtherExpendituresAmt |
| Administrative Expenses | $1,795,776 | AdministrativeExpensesAmt |
| End Year Balance | $205,288,555 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.47000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.27000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $146,822,306 | OtherCostOrOtherBasisAmt |
| Depreciation | $76,304,025 | DepreciationAmt |
| Book Value | $70,518,281 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,624,079 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,071,162 | DepreciationAmt |
| Book Value | $1,552,917 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $72,071,198 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (32 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Adage Capital Management | $50,781,476 | F |
| Colchester Global Bond fund | $9,135,593 | F |
| Common Fund VI | $1,695,322 | F |
| Common Fund VII | $1,628,507 | F |
| Common Fund Venture Partners VIII | $1,210,521 | F |
| Convexity Capital Offshore E | $9,235,853 | F |
| Convexity Capital Offshore J | $3,849,885 | F |
| Convexity Capital Offshore N | $4,927,333 | F |
| Essex Investment Management | $288 | F |
| GMO LLC Forestry Fund 8-B LP | $2,768,254 | F |
| Highclere | $12,042,418 | F |
| Highfield's Capital IV | $12,421,421 | F |
| Hoplite offshore fund | $5,907,983 | F |
| Legacy Venture VI, LLC | $934,698 | F |
| Legacy Venture VII, LLC | $74,685 | F |
| Realty Fund, TA Associates Fund VIII | $3,338,919 | F |
| Realty Fund, TA Associates Fund IX | $4,842,424 | F |
| Rockefeller & Co. | $3,693,095 | F |
| Sanderson International Value fund | $13,101,046 | F |
| Seminole offshore fund. Ltd. | $6,389,497 | F |
| Siguler Guff & Co. Distressed Opp Fund I | $284,263 | F |
| Siguler Guff & Co.Distressed Opp Fund II | $628,363 | F |
| Siguler Guff & Co.Distressed Opp Fund III | $2,109,649 | F |
| Siguler Guff Small Buyout Opportunities Fund | $2,601,337 | F |
| Sigular Guff Capital Partners | $2,048,968 | F |
| Sigular Guff Distressed Real Estate Opp Fund | $2,778,271 | F |
| Sigular Guff Distressed Real Estate Opp Fund II | $690,182 | F |
| Thomas Lee Equity Fund | $3,112,637 | F |
| Wellington Archipelago Holdings | $10,760,433 | F |
| Mason Capital, Ltd | $5,739,351 | F |
| Taconic Offshore Opp Fund, Ltd | $6,836,346 | F |
| RCP Fund VIII, LP | $429,756 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $185,998,774 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Asset Retirement Obligation | Desc |
| Amt | $1,547,743 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,547,743 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $117,321,712 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $624,637 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $140,064 | OtherRevenueAmt |
| Revenue Not Reported | $764,701 | RevenueNotReportedAmt |
| Revenue Subtotal | $116,557,011 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$8,552,139 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$8,552,139 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $108,004,872 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $75,990,543 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $624,637 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $8,859,156 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $9,483,793 | ExpensesNotReportedAmt |
| Expenses Subtotal | $66,506,750 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $66,506,750 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | To generate earnings to support the general mission of the school in future periods. |
| Part XI, Line 2d - Other Adjustments: | Kilimanjaro Blind Trust revenue 139,787. John Milton Society revenue 277. |
| Part XI, Line 4b - Other Adjustments: | Rental expenses -88,966. Fundraising events expenses -393,538. Cost of goods sold -8,069,635. |
| Part XII, Line 2d - Other Adjustments: | Kilimanjaro Blind Trust expenses 269,238. John Milton Society expenses 37,778. Rental expenses 88,966. Fundraising events expenses 393,538. Cost of goods sold 8,069,636. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | Explanation of the Non-Discriminatory Policy are in copies of the Perkins School for the Blind publication "Perspectives". They are distributed to all agencies in New England that serve the blind and deaf blind. In addition, Perkins is included in the annual Boston Globe non-discrimination notice published by MAAPs. |
| Schedule E, Part I, Line 6 | The school receives government funding for all of the students from cities and towns and other states. This funding is required by law. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America & the Caribbean | 0 | 0 | Program Services, Grant to Recipients | Educational program & curriculum development, Teacher training | $81,468 |
| East Asia & the Pacific | 0 | 2 | Program Services, Grant to Recipients | Educational program & curriculum development, Teacher training | $265,727 |
| Europe (Iceland, Greenland) | 0 | 1 | Program Services, Grant to Recipients | Educational program & curriculum development, Teacher training | $159,255 |
| Middle East & Northern Africa | 0 | 1 | Program Services, Grant to Recipients | Educational program & curriculum development, Teacher training | $31,600 |
| North America (Mexico) | 0 | 0 | Program Services, Grant to Recipients | Educational program & curriculum development, Teacher training | $6,750 |
| Russia & the Newly Independent States | 0 | 0 | Program Services, Grant to Recipients | Educational program & curriculum development, Teacher training | $64,026 |
| South America | 1 | 9 | Program Services, Grant to Recipients | Educational program & curriculum development, Teacher training | $280,718 |
| South Asia | 0 | 2 | Program Services, Grant to Recipients | Educational program & curriculum development, Teacher training | $183,859 |
| Sub-Saharan Africa | 2 | 1 | Program Services, Grant to Recipients | Educational program & curriculum development, Teacher training | $416,798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 15 | SubtotalEmployeesCnt |
| Continutation Total Office | 2 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 1 | ContinutationTotalEmployeeCnt |
| Total Office | 3 | TotalOfficeCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Subtotal Spent | $1,073,403 | SubtotalSpentAmt |
| Continuation Spent | $416,798 | ContinuationSpentAmt |
| Total Spent | $1,490,201 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (101 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt |
|---|---|---|
| Central America and Caribbean | Educational program & curriculum development, Teacher training | $12,000 |
| Sub-Saharan Africa | Leadership & staff development | $20,500 |
| South America | Educational program & curriculum development, Teacher training | $10,000 |
| Central America and Caribbean | Educational program & curriculum development, Teacher training | $8,000 |
| South America | Educational program & curriculum development, Teacher training | $6,000 |
| Sub-Saharan Africa | Advocacy, Parent training & support | $7,850 |
| South America | Educational program & curriculum development, Teacher training | $19,425 |
| North America | Educational program & curriculum development, Teacher training | $6,750 |
| South America | Advocacy, Parent training & support | $8,000 |
| South America | Educational program & curriculum development, Teacher training | $14,450 |
| Europe | Educational program & curriculum development, Teacher training | $10,000 |
| East Asia and Pacific | Advocacy, Parent training & support | $4,830 |
| South Asia | Educational program & curriculum development, Teacher training | $2,566 |
| Sub-Saharan Africa | Educational program & curriculum development, Teacher training | $4,450 |
| East Asia and Pacific | Educational program & curriculum development, Teacher training | $2,068 |
| South Asia | Educational program & curriculum development, Teacher training | $2,753 |
| South America | Educational program & curriculum development, Teacher training | $6,811 |
| South America | Educational program & curriculum development, Teacher training | $10,160 |
| South Asia | Educational program & curriculum development, Teacher training | $2,091 |
| South Asia | Advocacy, Parent training & support | $3,200 |
| East Asia and Pacific | Advocacy, Parent training & support | $15,756 |
| South Asia | Educational program & curriculum development, Teacher training | $1,600 |
| South America | Educational program & curriculum development, Teacher training | $21,000 |
| South America | Educational program & curriculum development, Teacher training | $10,000 |
| South America | Educational program & curriculum development, Teacher training | $8,000 |
| South America | Educational program & curriculum development, Teacher training | $6,500 |
| Sub-Saharan Africa | Leadership & staff development | $4,536 |
| East Asia and Pacific | Educational program & curriculum development, Teacher training | $1,802 |
| Central America and Caribbean | Educational program & curriculum development, Teacher training | $3,840 |
| Russia and Neighboring States | Advocacy, Parent training & support | $44,035 |
| South America | Advocacy, Parent training & support | $8,000 |
| Central America and Caribbean | Educational program & curriculum development, Teacher training | $34,053 |
| South America | Educational program & curriculum development, Teacher training | $7,000 |
| South America | Educational program & curriculum development, Teacher training | $7,000 |
| Central America and Caribbean | Educational program & curriculum development, Teacher training | $5,125 |
| Sub-Saharan Africa | Leadership & staff development | $58,498 |
| Russia and Neighboring States | Educational program & curriculum development, Teacher training | $19,191 |
| East Asia and Pacific | Educational program & curriculum development, Teacher training | $800 |
| South Asia | Educational program & curriculum development, Teacher training | $7,940 |
| South Asia | Educational program & curriculum development, Teacher training | $2,200 |
| Europe | Educational program & curriculum development, Teacher training | $8,000 |
| South America | Advocacy, Parent training & support | $1,500 |
| South America | Educational program & curriculum development, Teacher training | $7,000 |
| South America | Educational program & curriculum development, Teacher training | $5,300 |
| Central America and Caribbean | Educational program & curriculum development, Teacher training | $4,600 |
| Sub-Saharan Africa | Educational program & curriculum development, Teacher training | $13,160 |
| Middle East and North Africa | Educational program & curriculum development, Teacher training | $17,100 |
| Sub-Saharan Africa | Educational program & curriculum development, Teacher training | $6,840 |
| East Asia and Pacific | Educational program & curriculum development, Teacher training | $14,360 |
| Sub-Saharan Africa | Educational program & curriculum development, Teacher training | $29,602 |
| Europe | Educational program & curriculum development, Teacher training | $14,600 |
| South America | Educational program & curriculum development, Teacher training | $6,000 |
| Sub-Saharan Africa | Advocacy, Parent training & support | $9,500 |
| South Asia | Educational program & curriculum development, Teacher training | $1,082 |
| East Asia and Pacific | Educational program & curriculum development, Teacher training | $1,680 |
| East Asia and Pacific | Educational program & curriculum development, Teacher training | $3,100 |
| Sub-Saharan Africa | Leadership & staff development | $16,000 |
| Europe | Educational program & curriculum development, Teacher training | $4,050 |
| East Asia and Pacific | Educational program & curriculum development, Teacher training | $7,535 |
| Central America and Caribbean | Educational program & curriculum development, Teacher training | $2,500 |
| South America | Educational program & curriculum development, Teacher training | $3,000 |
| East Asia and Pacific | Educational program & curriculum development, Teacher training | $51,848 |
| Europe | Educational program & curriculum development, Teacher training | $13,386 |
| Europe | Educational program & curriculum development, Teacher training | $32,313 |
| South America | Educational program & curriculum development, Teacher training | $6,550 |
| East Asia and Pacific | Educational program & curriculum development, Teacher training | $123,098 |
| South America | Educational program & curriculum development, Teacher training | $3,800 |
| South Asia | Leadership & staff development | $7,000 |
| Sub-Saharan Africa | Educational program & curriculum development, Teacher training | $11,060 |
| East Asia and Pacific | Educational program & curriculum development, Teacher training | $1,720 |
| Europe | Educational program & curriculum development, Teacher training | $10,918 |
| South Asia | Advocacy, Parent training & support | $5,972 |
| Europe | Educational program & curriculum development, Teacher training | $12,550 |
| South America | Educational program & curriculum development, Teacher training | $7,400 |
| Sub-Saharan Africa | Educational program & curriculum development, Teacher training | $8,000 |
| South America | Leadership & staff development | $2,582 |
| Europe | Educational program & curriculum development, Teacher training | $2,900 |
| Europe | Educational program & curriculum development, Teacher training | $7,000 |
| Central America and Caribbean | Educational program & curriculum development, Teacher training | $11,350 |
| Europe | Educational program & curriculum development, Teacher training | $6,000 |
| Sub-Saharan Africa | Brailler repair & maintenance training, Brailler equipment & accessories | $21,074 |
| Europe | Leadership & staff development | $1,700 |
| Sub-Saharan Africa | Brailler repair & maintenance training, Brailler equipment & accessories | $36,946 |
| South America | Educational program & curriculum development, Teacher training | $5,600 |
| Europe | Educational program & curriculum development, Teacher training | $4,000 |
| Europe | Educational program & curriculum development, Teacher training | $11,400 |
| Europe | Educational program & curriculum development, Teacher training | $5,000 |
| South Asia | Educational program & curriculum development, Teacher training | $13,547 |
| Russia and Neighboring States | Educational program & curriculum development, Teacher training | $800 |
| South Asia | Educational program & curriculum development, Teacher training | $52,120 |
| East Asia and Pacific | Educational program & curriculum development, Teacher training | $1,400 |
| South Asia | Support to agents and travel-related costs | $14,956 |
| South America | Support to agents and costs related to office in the region | $89,640 |
| Sub-Saharan Africa | Support to agents and travel-related costs | $60,988 |
| South Asia | Support to agents and travel-related costs | $43,832 |
| Sub-Saharan Africa | Support to agents and travel-related costs | $107,794 |
| Middle East and North Africa | Support to agents and travel-related costs | $14,500 |
| East Asia & the Pacific | Support to agents and travel-related costs | $21,146 |
| Europe | Support to agents and travel-related costs | $15,438 |
| East Asia & the Pacific | Support to agents and travel-related costs | $14,584 |
| South Asia | Support to agents and travel-related costs | $23,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 61 | Total501c3OrgCnt |
| Total Other Org | 40 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Each project partner has a budget, activity timeline and schedule for reporting. Balances are reconciled to USD using exchange rate from date funds were received in country. Original receipts are provided with progress reports and reviewed by program financial staff each period. New funds are not advanced until satisfactory review of activity and financial report data. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Perkins Gala dinner | NameOfEvent1Amt |
| Gross Receipts Event1 | $1,504,487 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,435,737 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $68,750 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $75,854 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $279,808 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Tasting event | NameOfEvent2Amt |
| Gross Receipts Event2 | $117,323 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $112,823 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $4,500 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $26,764 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $11,112 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $1,621,810 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,548,560 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $73,250 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $102,618 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $290,920 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $393,538 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$320,288 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| Helen Keller National Center | ||||||
| 141 Middleneck Road | Sands Point | NY | 11050 | 111630807 | $20,000 | Advocacy, Parent training & support |
| National Family Association for Deaf-Blind | ||||||
| 141 Middleneck Road | Sands Point | NY | 11050 | 113294205 | $37,500 | Advocacy, Parent training & support |
| National Association for Parents of Children with Visual Impairments | ||||||
| 15 West 65th Street 8th Floor | New York | NY | 10023 | 742095442 | $85,000 | Advocacy, Parent training & support |
| National Federation of the Blind | ||||||
| 200 East Wells St | Baltimore | MD | 21230 | 020259978 | $5,000 | Advocacy, Parent training & support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Each project partner has a budget, activity timeline and schedule for reporting. Original receipts are provided with progress reports and reviewed by program financial staff each period. New funds are not advanced until satisfactory review of activity and financial report data | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lisa Calise | ||||||||||||||
| Chief Financial Officer | $175,050 | $0 | $0 | $0 | $0 | $0 | $12,159 | $0 | $2,099 | $0 | $189,308 | $0 | $0 | $0 |
| Kathleen Sheehan | ||||||||||||||
| Exec Director of Perkins T | $218,187 | $0 | $0 | $0 | $0 | $0 | $15,436 | $0 | $19,642 | $0 | $253,265 | $0 | $0 | $0 |
| David S Morgan | ||||||||||||||
| Vice President Perkins Pro | $187,361 | $0 | $0 | $0 | $0 | $0 | $14,512 | $0 | $20,796 | $0 | $222,669 | $0 | $0 | $0 |
| Pauline L Donoghue | ||||||||||||||
| Controller | $141,464 | $0 | $0 | $0 | $0 | $0 | $11,041 | $0 | $3,826 | $0 | $156,331 | $0 | $0 | $0 |
| Walton A Webson | ||||||||||||||
| Director Perkins Internati | $141,004 | $0 | $0 | $0 | $0 | $0 | $13,508 | $0 | $17,273 | $0 | $171,785 | $0 | $0 | $0 |
| Dorinda Rife | ||||||||||||||
| Superintendent School Prog | $146,470 | $0 | $0 | $0 | $0 | $0 | $10,224 | $0 | $29,241 | $0 | $185,935 | $0 | $0 | $0 |
| Kathryn Todd | ||||||||||||||
| Director of Individual Giv | $134,911 | $0 | $0 | $0 | $0 | $0 | $10,249 | $0 | $6,960 | $0 | $152,120 | $0 | $0 | $0 |
| Steven M Rothstein | ||||||||||||||
| President until 4-30-15 | $291,363 | $0 | $0 | $0 | $0 | $0 | $18,958 | $0 | $47,817 | $0 | $358,138 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Massachusetts Development Finance Agency | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| Bond Issued | 2010-02-12 | BondIssuedDt |
| Issue Price | $30,000,000 | IssuePriceAmt |
| Purpose | Perins School for the Blind Revenue Bond Issue Series 2010 for Buildings | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $30,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $185,000 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $29,815,000 | CapitalExpendituresAmt |
| Substantial Completion | 2011 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $32,842 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV of Stocks | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $650,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV of property | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | The School paid Fiduciary Trust company $95,476 for the custodian and services of the treasurer's office during fiscal year 2014. Two of the school's board officers were Vice Presidents of Fiduciary Trust Company, one of whom is also a Board Member of the school. The School paid Choate, Hall, and Stewart $178,477 for legal services. A Board member is a partner at Choate, Hall, and Stewart. The School paid IDC $330 for consulting services. The president of IDC is also a Board member. |
| Form 990, Part VI, Section A, line 6 | The School has 155 members of the Corporation as of June 30, 2014. |
| Form 990, Part VI, Section A, line 7a | At the annual meeting held in November the Trustees elect the officers of the corporation each year. A quorum of members of the Corporation, Corporators vote on the Trustees for the following year. |
| Form 990, Part VI, Section B, line 11 | Copies of the Form 990 are sent to the Governing body to review and approve before electronic filing. |
| Form 990, Part VI, Section B, line 12c | All Trustees and Senior Management must fill out and sign a conflict of interest statement annually. |
| Form 990, Part VI, Section B, line 15 | The Board of Trustees has a compensation Committee that reviews the President's compensation and the Board reviews the President's reccommendation for senior staff compensation. |
| Form 990, Part VI, Section C, line 19 | Perkins governing documents, conflict of interest policy, and Financial statements are available upon request with the school. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| Kilimanjaro Blind Trust Inc | ||||||||||
| 175 North Beacon Street | Watertown | MA | 02472 | 208038262 | to support the Perkins school for the blind | MA | 501 (c) (3) | 11 A | 0 | |
| John Milton Society for the Blind | ||||||||||
| 175 North Beacon Street | Watertown | MA | 02472 | 135562284 | to support the Perkins school for the blind | MA | 501 (c) (3) | 11 A | Yes (1) | PERKINS SCHOOL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| John Milton Society - No Transactions meet the required threshold of 50k | ||
| C | ||
| Kilimanjaro Blind Trust Inc | ||
| Q | $88,740 | Accrual |
| Kilimanjaro Blind Trust Inc | ||
| O | $0 | Accrual |
| Kilimanjaro Blind Trust Inc | ||
| C | $39,787 | Accrual |
| Kilimanjaro Blind Trust Inc | ||
| S | $180,498 | Accrual |
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