CATHOLIC SCHOOLS FOUNDATION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CATHOLIC SCHOOLS FOUNDATION INC (EIN 22-2485502)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-12
IRS object ID
201511329349302896
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-12T14:04:19-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042513210PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1G T REILLY & COMPANYBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1424 ADAMS STREETAddressLine1
CityMILTONCity
StateMAState
ZIP Code02186ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222485502EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CATHOLIC SCHOOLS FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCATHBusinessNameControlTxt
Phone6177785981PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1260 FRANKLIN STREET NO 630AddressLine1
CityBOSTONCity
StateMAState
ZIP Code02110ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN J GALLAGHERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6177785981PhoneNum
Signature2015-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINDA KRAMER CPAPreparerPersonNm
PTINP00028882PTIN
Phone6176968900PhoneNum
Preparation2015-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBRIAN J GALLAGHERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1260 FRANKLIN STREET NO 630AddressLine1
CityBOSTONCity
StateMAState
ZIP Code02110ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$55,490,500GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressCSFBOSTON.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1983FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionPROVIDE FINANCIAL ASSISTANCE TO ELEMENTARY AND HIGH SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTONActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee10TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,979,814PYContributionsGrantsAmt
CY Contributions Grants$7,270,992CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,423,809PYInvestmentIncomeAmt
CY Investment Income$5,873,861CYInvestmentIncomeAmt
PY Other Revenue$561,293PYOtherRevenueAmt
CY Other Revenue$661,528CYOtherRevenueAmt
PY Total Revenue$10,964,916PYTotalRevenueAmt
CY Total Revenue$13,806,381CYTotalRevenueAmt
PY Grants And Similar Paid$8,242,291PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,963,095CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$894,409PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$644,981CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$296,234CYTotalFundraisingExpenseAmt
PY Other Expenses$456,203PYOtherExpensesAmt
CY Other Expenses$413,442CYOtherExpensesAmt
PY Total Expenses$9,592,903PYTotalExpensesAmt
CY Total Expenses$9,021,518CYTotalExpensesAmt
PY Revenues Less Expenses$1,372,013PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,784,863CYRevenuesLessExpensesAmt
Total Assets BOY$61,982,247TotalAssetsBOYAmt
Total Assets EOY$70,258,261TotalAssetsEOYAmt
Total Liabilities BOY$6,695,963TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,720,338TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$55,286,284NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$63,537,923NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE CATHOLIC SCHOOLS FOUNDATION, INC. SUPPORTS THE EDUCATIONAL MISSION OF THE CHURCH WHILE HELPING TO PROVIDE PROGRAMS AND SERVICES THAT INSURE OPTIMAL EDUCATIONAL OPPORTUNITIES FOR ALL STUDENTS REGARDLESS OF RACE, RELIGION, NATIONAL ORIGIN, OR GENDER ATTENDING ROMAN CATHOLIC PRIMARY AND SECONDARY SCHOOLS LOCATED IN THE ARCHDIOCESE OF BOSTON.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,024,943ExpenseAmt
Grant$7,024,943GrantAmt
Desc4,442 SCHOLARSHIPS AWARDED TO STUDENTS TO ATTEND CATHOLIC SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTONDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$329,480ExpenseAmt
Grant$329,480GrantAmt
DescTHE GUIDANCE COUNSELOR PROGRAM SUPPORTS GUIDANCE COUNSELORS IN 16 CATHOLIC SCHOOLSS WITHIN THE ARCHDIOCESE OF BOSTON WHICH REACHES A TOTAL OF 4,302 STUDENTSDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$297,868ExpenseAmt
Grant$297,868GrantAmt
Desc144 TEACHERS WERE PROVIDED APPLE IPADS AND PROFESSIONAL DEVELOPMENT DURING A MULTI-DAY TECHNOLOGY ACADEMY. THESE TEACHERS FROM 28 SCHOOLS SHARED LESSON PLANS AND STRATEGIES FOR ENGAGING STUDENTS THROUGH THE USE OF TECHNOLOGY. IN ADDITION THREE SCHOOLS RECEIVED A SHARED GRANT OF $40,000 TO CONTINUE THEIR IMPLEMENTATION OF A 1:1 TECHNOLOGY PROGRAM AND EXPAND IT FROM THEIR SCHOOL TO AREA FEEDER SCHOOLS. THIS APPROACH IMPACTED AROUND 2300 STUDENTS AND 120 TEACHERS. FINALLY, FIVE SCHOOLS IN THE CITY OF BOSTON WERE SELECTED TO RECEIVE TECHNOLOGY UPGRADES TO ALLOW THEM TO TAKE ADVANTAGE OF SOFTWARE, HARDWARE AND OTHER TECHNOLOGIES TO ENHANCE TEACHING AND LEARNING.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$676,183ExpenseAmt
Grant$310,804GrantAmt
DescOTHER PROGRAM SERVICES INCLUDE MARKETING AND RECRUITMENT PROGRAMS TO INCREASE ENROLLMENT WITHIN THE CATHOLIC SCHOOLS, AND OTHER SUPPORT DISTRIBUTED FROM DONOR DIRECTED FUNDS AND VARIOUS FUNDRAISING EVENTS FOR DISCRETIANARY SPENDING DETERMINED BY EACH RECIPIENT CATHOLIC SCHOOLDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$676,183TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$310,804TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$8,328,474TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee10EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL REARDONBusinessNameLine1
FieldValueIRS element (for citing)
Phone6177785981PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1260 FRANKLIN ST SUITE 630AddressLine1
CityBOSTONCity
StateMAState
ZIP Code02110ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeInd
MOST REVERAND SEAN P O'MALLEYOFM
CHAIRMAN0.10Yes (X)Yes (X)$0$0$0
PETER S LYNCH
PRESIDENT EMERITUS5.00Yes (X)Yes (X)$0$0$0
JOHN J REMONDI
TRUSTEE2.00Yes (X)$0$0$0
MICHAEL A CHAMPA
TRUSTEE2.00Yes (X)$0$0$0
BRIAN J GALLAGHER
TREASURER3.00Yes (X)Yes (X)$0$0$0
MSGR FRANCIS H KELLEY
TRUSTEE2.00Yes (X)$0$0$0
RJ DOURNEY
TRUSTEE2.00Yes (X)$0$0$0
JOHN P MCDONOUGH
TRUSTEE2.00Yes (X)$0$0$0
JACK D O'CONNOR
TRUSTEE2.00Yes (X)$0$0$0
JOHN J REGAN ESQ
TRUSTEE3.00Yes (X)$0$0$0
PAUL J BIRMINGHAM
TRUSTEE2.00Yes (X)$0$0$0
KATHRYN M EVERETT
TRUSTEE2.00Yes (X)$0$0$0
RICHARD J HENKEN
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
WILLIAM J LAPOINT
TRUSTEE2.00Yes (X)$0$0$0
JAMES F MOONEYIII
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
DANIEL K KINGSBURY
TRUSTEE2.00Yes (X)$0$0$0
EILEEN C SHAPIRO
TRUSTEE2.00Yes (X)$0$0$0
CRAIG M TATERONIS
TRUSTEE2.00Yes (X)$0$0$0
CHRISTINE T KOMOLA
TRUSTEE2.00Yes (X)$0$0$0
WILLIAM S MOSAKOWSKI
TRUSTEE2.00Yes (X)Yes (X)$0$0$0
MICHAEL F ROGERS
TRUSTEE2.00Yes (X)$0$0$0
ROBERT N CUNJAK
TRUSTEE2.00Yes (X)$0$0$0
JOHN ERIKSEN
TRUSTEE2.00Yes (X)$0$0$0
FR PAUL O'BRIEN
TRUSTEE2.00Yes (X)$0$0$0
STEVEN PRINCIPE
TRUSTEE2.00Yes (X)$0$0$0
MICHAEL REARDON
EXEC. DIR.35.00$183,158$0$14,713Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$183,158TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$14,713TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$2,147,640FundraisingAmt
All Other Contributions$5,123,352AllOtherContributionsAmt
Noncash Contributions$2,513NoncashContributionsAmt
Total Contributions$7,270,992TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,027,123TotalRevenueColumnAmt
Exclusion$1,027,123ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$46,256,422SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$41,409,684SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,846,738SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,846,738TotalRevenueColumnAmt
Related Or Exempt Func Income$4,846,738RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$528,440FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$2,147,640ContriRptFundraisingEventAmt
Fundraising Direct Expenses$274,435FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$254,005TotalRevenueColumnAmt
Exclusion$254,005ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCHANGE IN NET ASSETS ODesc
Business525990BusinessCd
Total Revenue Column$407,523TotalRevenueColumnAmt
Related Or Exempt Func Income$407,523RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$407,523OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,806,381TotalRevenueColumnAmt
Related Or Exempt Func Income$5,254,261RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,281,128ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,495,457TotalAmt
Program Services$1,495,457ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$6,467,638TotalAmt
Program Services$6,467,638ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$533,129TotalAmt
Program Services$245,620ProgramServicesAmt
Management And General$83,848ManagementAndGeneralAmt
Fundraising$203,661FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$28,106TotalAmt
Program Services$12,874ProgramServicesAmt
Management And General$13,840ManagementAndGeneralAmt
Fundraising$1,392FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$48,659TotalAmt
Program Services$26,065ProgramServicesAmt
Management And General$8,027ManagementAndGeneralAmt
Fundraising$14,567FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$35,087TotalAmt
Program Services$16,973ProgramServicesAmt
Management And General$5,322ManagementAndGeneralAmt
Fundraising$12,792FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$101,820TotalAmt
Management And General$101,820ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,000TotalAmt
Program Services$1,000ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$630TotalAmt
Management And General$630ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$68,391TotalAmt
Program Services$46,937ProgramServicesAmt
Management And General$12,770ManagementAndGeneralAmt
Fundraising$8,684FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$18,300TotalAmt
Management And General$18,300ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$118,606TotalAmt
Program Services$4,280ProgramServicesAmt
Management And General$114,326ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$16,129TotalAmt
Program Services$10,840ProgramServicesAmt
Management And General$5,289ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,020TotalAmt
Program Services$540ProgramServicesAmt
Management And General$480ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$477TotalAmt
Management And General$477ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$532TotalAmt
Management And General$532ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRINTING & PUBLICATIONS$27,119$1,111$26,008
MISCELLANEOUS$17,516$7,887$9,629
SERVICE FEES$16,424$16,424
POSTAGE AND SHIPPING$6,412$6,412

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$19,066TotalAmt
Program Services$250ProgramServicesAmt
Management And General$5,727ManagementAndGeneralAmt
Fundraising$13,089FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,021,518TotalAmt
Program Services$8,328,474ProgramServicesAmt
Management And General$396,810ManagementAndGeneralAmt
Fundraising$296,234FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$33BOYAmt
EOY$146EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,001,345BOYAmt
EOY$4,456,397EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$605,541BOYAmt
EOY$179,080EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$20,728BOYAmt
EOY$20,260EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$104,673LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$102,864LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$313BOYAmt
EOY$1,809EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$51,254,391BOYAmt
EOY$57,808,075EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$4,103,088BOYAmt
EOY$4,503,298EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,996,808BOYAmt
EOY$3,289,196EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$61,982,247BOYAmt
EOY$70,258,261EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$116,314BOYAmt
EOY$126,652EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$6,579,649BOYAmt
EOY$6,593,686EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,695,963BOYAmt
EOY$6,720,338EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$25,666,595BOYAmt
EOY$30,809,894EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,722,129BOYAmt
EOY$8,805,005EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$23,897,560BOYAmt
EOY$23,923,024EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$55,286,284BOYAmt
EOY$63,537,923EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$61,982,247BOYAmt
EOY$70,258,261EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,784,863ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,466,776NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,906,999CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,709,283CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,778,929CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,979,814CurrentTaxYearMinus1YearAmt
Current Tax Year$7,799,432CurrentTaxYearAmt
Total$39,174,457TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$780,180CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$530,046CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$522,120CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$537,213CurrentTaxYearMinus1YearAmt
Current Tax Year$528,440CurrentTaxYearAmt
Total$2,897,999TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$285,888CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$459,924CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$25,503CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$330,200CurrentTaxYearMinus1YearAmt
Current Tax Year$407,523CurrentTaxYearAmt
Total$1,458,032TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,973,067CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,699,253CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,275,546CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,847,227CurrentTaxYearMinus1YearAmt
Current Tax Year$8,735,395CurrentTaxYearAmt
Total$43,530,488TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$518,393CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$183,716CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$128,627CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$728,927CurrentTaxYearMinus1YearAmt
Current Tax Year$560,431CurrentTaxYearAmt
Total$2,120,094TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$518,393CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$183,716CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$128,627CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$728,927CurrentTaxYearMinus1YearAmt
Current Tax Year$560,431CurrentTaxYearAmt
Total$2,120,094TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$41,410,394PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$978,645CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$791,924CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$732,045CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$739,668CurrentTaxYearMinus1YearAmt
Current Tax Year$1,027,122CurrentTaxYearAmt
Total$4,269,404TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$978,645CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$791,924CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$732,045CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$739,668CurrentTaxYearMinus1YearAmt
Current Tax Year$1,027,122CurrentTaxYearAmt
Total$4,269,404TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,951,712CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,491,177CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,007,591CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,586,895CurrentTaxYearMinus1YearAmt
Current Tax Year$9,762,517CurrentTaxYearAmt
Total$47,799,892TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.86630PublicSupportCY509Pct
Public Support PY5090.85560PublicSupportPY509Pct
Investment Income CY0.08930InvestmentIncomeCYPct
Investment Income PY0.10760InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,888,963BeginningYearBalanceAmt
Contributions$25,464ContributionsAmt
Investment Earnings Or Losses$4,622,092InvestmentEarningsOrLossesAmt
Other Expenditures$1,173,431OtherExpendituresAmt
End Year Balance$32,363,088EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,828,610BeginningYearBalanceAmt
Contributions$107,956ContributionsAmt
Investment Earnings Or Losses$3,064,057InvestmentEarningsOrLossesAmt
Other Expenditures$1,111,660OtherExpendituresAmt
End Year Balance$28,888,963EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,938,053BeginningYearBalanceAmt
Contributions$8,000ContributionsAmt
Investment Earnings Or Losses-$10,097InvestmentEarningsOrLossesAmt
Other Expenditures$1,107,346OtherExpendituresAmt
End Year Balance$26,828,610EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,289,598BeginningYearBalanceAmt
Contributions$295,000ContributionsAmt
Investment Earnings Or Losses$5,420,814InvestmentEarningsOrLossesAmt
Other Expenditures$1,067,359OtherExpendituresAmt
End Year Balance$27,938,053EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,231,468BeginningYearBalanceAmt
Contributions$259,400ContributionsAmt
Investment Earnings Or Losses$2,727,437InvestmentEarningsOrLossesAmt
Other Expenditures$928,707OtherExpendituresAmt
End Year Balance$23,289,598EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.74000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.26000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$26,593OtherCostOrOtherBasisAmt
Depreciation$24,784DepreciationAmt
Book Value$1,809BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$78,080OtherCostOrOtherBasisAmt
Depreciation$78,080DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,809TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENT IN LIMITED PARTNERSHIPDesc
Book Value$4,503,298BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$4,503,298TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$17,547,592TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,466,776NetUnrealizedGainsInvstAmt
Other Revenue$274,435OtherRevenueAmt
Revenue Not Reported$3,741,211RevenueNotReportedAmt
Revenue Subtotal$13,806,381RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$13,806,381TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,295,953TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$274,435OtherExpensesIncludedAmt
Expenses Not Reported$274,435ExpensesNotReportedAmt
Expenses Subtotal$9,021,518ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$9,021,518TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:INCOME FROM ENDOWMENT FUNDS IS RESTRICTED TO SCHOLARSHIPS, MARKETING AND TECHNOLOGY FOR SCHOOLS AND VARIOUS SPECIAL PROJECTS RELATED TO THE SCHOOLS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:DIRECT EXPENSES NETTED WITH SPECIAL FUNDRAISING EVENTS 274,435.
PART XII, LINE 2D - OTHER ADJUSTMENTS:DIRECT EXPENSES NETTED WITH SPECIAL FUNDRAISING EVENTS 274,435.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1DINNERNameOfEvent1Amt
Gross Receipts Event1$2,589,032GrossReceiptsEvent1Amt
Charitable Contri Event1$2,113,532CharitableContriEvent1Amt
Gross Revenue Event1$475,500GrossRevenueEvent1Amt
Non Cash Prizes Event1$28,127NonCashPrizesEvent1Amt
Food And Beverage Event1$158,155FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$40,654OtherDirectExpensesEvent1Amt
Name Of Event2BACK TO SCHOOL CUPNameOfEvent2Amt
Gross Receipts Event2$71,608GrossReceiptsEvent2Amt
Charitable Contri Event2$34,108CharitableContriEvent2Amt
Gross Revenue Event2$37,500GrossRevenueEvent2Amt
Non Cash Prizes Event2$1,730NonCashPrizesEvent2Amt
Rent Facility Costs Event2$18,800RentFacilityCostsEvent2Amt
Food And Beverage Event2$3,600FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$6,025OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$15,440GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$0CharitableContriOtherEventsAmt
Gross Revenue Other Events$15,440GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$200NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$3,500RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$9,919FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$3,725OthDirectExpnssOtherEventsAmt
Gross Receipts Total$2,676,080GrossReceiptsTotalAmt
Charitable Contributions Tot$2,147,640CharitableContributionsTotAmt
Gross Revenue Total Events$528,440GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$30,057NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$22,300RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$171,674FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$50,404OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$274,435DirectExpenseSummaryEventsAmt
Net Income Summary$254,005NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (41 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CATHOLIC SCHOOLS OFFICE
66 BROOKS DRIVEBRAINTREEMA02184042106175501(C)(3)$50,000SUPPORT FOR TECHNOLOGY AND PROGRAMS
ST PATRICK ELEMENTARY SCHOOL
131 MT PLEASANT AVEROXBURYMA02119042114507501(C)(3)$70,774SUPPORT FOR COUNSELING AND TRANSITION
LOWELL CATHOLIC HIGH SCHOOL
530 STEVENS STREETLOWELLMA01851042563657501(C)(3)$26,100SUPPORT FOR PROGRAMS
EAST BOSTON CENTRAL CATHOLIC SCHOOL
69 LONDON STREETEAST BOSTONMA02128042573582501(C)(3)$89,100SUPPORT FOR PROGRAMS, COUNSELING AND TECHNOLOGYSUPPORT FOR PROGRAMS, COUNSELING AND TECHNOLOGYSUPPORT FOR COUNSELING, TECHNOLOGY AND PROGRAMS
ST ROSE ELEMENTARY SCHOOL
580 BROADWAYCHELSEAMA02150042154132501(C)(3)$59,000CURRENT YEAR DIRECTED FUNDS AND SUPPORT FOR COUNSELING AND PROGRAMS
POPE JOHN PAUL II ACADEMY
2200 DORCHESTER AVEDORCHESTERMA02124262607406501(C)(3)$134,340SUPPORT FOR COUNSELING AND TRANSITION
OUR LADY OF PERPETUAL HELP SCHOOL
94 ST ALPHONSUS STROXBURYMA02120042106198501(C)(3)$66,000CURRENT YEAR DIRECTED AND SUPPORT FOR COUNSELING AND TECHNOLOGY
SOUTH BOSTON CATHOLIC ACADEMY
866 EAST BROADWAYS BOSTONMA02127042106255501(C)(3)$62,000SUPPORT FOR COUNSELING AND TECHNOLOGY
ST MARY OF THE ASSUMPTION SCHOOL
67 HARVARD STREETBROOKLINEMA02445453528078501(C)(3)$17,000SUPPORT FOR COUNSELING
NOTRE DAME HIGH SCHOOL
303 HAVERHILL STREETLAWRENCEMA01840861096572501(C)(3)$17,500SUPPORT FOR PROGRAMS
ST CLEMENT ELEMENTARY AND HIGH SCHOOL
579 BOSTON AVENUEMEDFORDMA02155042109874501(C)(3)$7,037SUPPORT FOR PROGRAMS
ST MARY JRSR HIGH SCHOOL
35 TREMONT STREETLYNNMA01902043106338501(C)(3)$166,480CURRENT YEAR DIRECTED FUNDS
ARCHBISHOP WILLIAMS HIGH SCHOOL
80 INDEPENDENCE AVEBRAINTREEMA02184562438555501(C)(3)$47,000SUPPORT FOR TECHNOLOGY AND PROGRAMS
CARDINAL SPELLMAN HIGH SCHOOL
738 COURT STREETBROCKTONMA02302562438550501(C)(3)$62,300SUPPORT FOR PROGRAMS
CRISTO REY BOSTON HIGH SCHOOL
100 SAVIN HILL AVENUEBOSTONMA02125562438544501(C)(3)$25,000SUPPORT FOR PROGRAMS
FONTBONNE ACADEMY
930 BROOK ROADMILTONMA02186043424717501(C)(3)$25,000SUPPORT FOR PROGRAMS
LAWRENCE CATHOLIC ACADEMY
101 PARKER STREETLAWRENCEMA01843272281636501(C)(3)$7,000SUPPORT FOR PROGRAMS
ST BRENDAN ELEMENTARY SCHOOL
29 RITA ROADDORCHESTERMA02124042986735501(C)(3)$17,000SUPPORT FOR COUNSELING
ST COLUMBKILLE ELEMENTARY SCHOOL
25 ARLINGTON STREETBRIGHTONMA02135205509269501(C)(3)$7,000SUPPORT FORPROGRAMS
ST JOSEPH ELEMENTARY SCHOOL
132 HIGH STREETMEDFORDMA02155453316763501(C)(3)$33,750SUPPORT FOR PROGRAMS
TRINITY ACADEMY
37 ERIE AVENUEBROCKTONMA02302510638517501(C)(3)$42,000SUPPORT FOR COUNSELING AND PROGRAMS
ARLINGTON CATHOLIC HIGH SCHOOL
16 MEDFORD STREETARLINGTONMA02474042106235501(C)(3)$6,000SUPPORT FOR PROGRAM
BLESSED SACRAMENT
808 EAST STREETWALPOLEMA02081042106165501(C)(3)$5,500SUPPORT FOR PROGRAMS
BOSTON COLLEGE EXPERIENCE
BOSTON COLLEGE EXPERIENCECHESTNUT HILLMA02467501(C)(3)$20,000SUPPORT FOR PROGRAMS
CITY CONNECTS OFFICE
140 COMMONWEALTH AVECHESTNUT HILLMA02467501(C)(3)$25,000SUPPORT FOR COUNSELING
HOLY NAME PARISH SCHOOL
535 WEST ROXBURY PARKWAYWEST ROXBURYMA02132042106182501(C)(3)$10,114SUPPORT FOR PROGRAMS
MOUNT ALVERNIA HIGH SCHOOL
790 CENTRE STREETNEWTONMA02458042504378501(C)(3)$8,880SUPPORT FOR PROGRAMS
OUR LADY'S ACADEMY
920 TRAPELO ROADWALTHAMMA02451042190322501(C)(3)$5,161SUPPORT FOR PROGRAMS
PRESENTATION OF MARY ACADEMY
209 LAWRENCE STREETMETHUENMA01844010688934501(C)(3)$19,000SUPPORT FOR PROGRAMS
SACRED HEART HIGH SCHOOL
399 BISHOPS HIGHWAYKINGSTONMA023642098364704238501(C)(3)$5,000SUPPORT FOR PROGRAMS
SACRED HEART ELEMENTARY SCHOOL
581 BOSTON STREETLYNNMA01905320354187501(C)(3)$20,015SUPPORT FOR PROGRAMS
SACRED HEART ELEMENTARY SCHOOL
1035 CANTERBURY STREETROSLINDALEMA02131043292732501(C)(3)$117,287SUPPORT FOR TECHNOLOGY, PROGRAMS, AND MARKETING
ST CATHERINE OF GENOA SCHOOL
192 SUMMER STREETSOMERVILLEMA02143042106260501(C)(3)$30,000SUPPORT FOR PROGRAMS
ST CATHERINE OF SIENA SCHOOL
249 NAHATAN STREETNORWOODMA02062042106258501(C)(3)$11,220SUPPORT FOR PROGRAMS
SAINT JOHN SCHOOL
9 MOON STREETBOSTONMA02113042108397501(C)(3)$55,000SUPPORT FOR TECHNOLOGY AND PROGRAMS
SAINT JOHN THE EVANGELIST SCHOOL
111 NEW BALSH STREETBEVERLYMA01915501(C)(3)$13,528SUPPORT FOR TRANSITION
ST JOSEPH'S ELEMENTARY
143 SOUTH FRANKLIN STREETHOLBROOKMA02343900765957501(C)(3)$10,000SUPPORT FOR PROGRAMS
SAINT MARY OF THE SEA SCHOOL
13 CHAPMAN STREETBEVERLYMA01915042172360501(C)(3)$7,000SUPPORT FOR TRANSITION
ST MICHAEL ELEMENTARY SCHOOL
21 SIXTH STREETLOWELLMA01850453339852501(C)(3)$11,100SUPPORT FOR PROGRAMS
ST MONICA ELEMENTARY SCHOOL
212 LAWRENCE STREETMETHUENMA01844371648909501(C)(3)$7,000SUPPORT FOR PROGRAMS
ST PIUS V ELEMENTARY SCHOOL
28 BOWLER STREETLYNNMA01904453350187501(C)(3)$21,460CURRENT YEAR DIRECTED FUNDS

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS4298$6,307,343
TECHNOLOGLY ACADEMY144$160,295

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMICHAEL REARDONPersonNm
TitleEXEC. DIR.TitleTxt
Base Compensation Filing Org$183,158BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$14,713DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$197,871TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE FOUNDATION HAS A BOARD OF CORPORATE MEMBERS CONSISTING OF INDIVIDUALS WHO HAVE THE AUTHORITY TO APPROVE OR REJECT THE APPOINTMENT OF TRUSTEES AND APPROVE ANY CHANGES TO THE FOUNDATION'S BYLAWS. THESE MEMBERS ARE APPOINTED BY THE CHAIRMAN OF THE BOARD OF MEMBERS (THE ARCHBISHOP OF THE ROMAN CATHOLIC ARCHDIOCESE OF BOSTON) AND ARE NOT INVOLVED IN THE GOVERNANCE OF THE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7BTHE FOUNDATION HAS A BOARD OF CORPORATE MEMBERS CONSISTING OF INDIVIDUALS WHO HAVE THE AUTHORITY TO APPROVE OR REJECT THE APPOINTMENT OF TRUSTEES AND APPROVE ANY CHANGES OT THE FOUNDATION'S BYLAWS. THESE MEMBERS ARE APPOINTED BY THE CHAIRMAN OF THE BOARD OF MEMBERS (THE ARCHBISHOP OF THE ROMAN CATHOLIC ARCHDIOCESE OF BOSTON) AND ARE NOT INVOLVED IN THE GOVERNANCE OF THE FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 11THE FINANCE AND AUDIT COMMITTEE CHAIRS AND TREASURER OF THE BOARD ARE DELEGATED WITH THIS RESPONSIBILITY. HOWEVER, THE FULL BOARD IS MADE AWARE THAT THE FORM 990 IS OPEN FOR THEIR INSPECTION AND PROVIDED AN OPPORTUNITY TO COMMENT.
FORM 990, PART VI, SECTION B, LINE 12CIN JULY OF EACH YEAR, EACH MEMBER COMPLETES AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. THE RESULTS ARE REVIEWED BY THE ADMINISTATIVE ASSISTANT ALONG WITH THE EXECUTIVE NOMINATING COMMITTEE, AND ANY NEEDED ACTIONS ARE TAKEN AT THAT TIME.
FORM 990, PART VI, SECTION B, LINE 15ATHE OFFICERS OF THE CORPORATION'S BOARD REVIEW AND APPROVE THE INITIAL SALARY AND RAISES OF THE EXECUTIVE DIRECTOR AFTER REVIEWING COMPARATIVE SALARY INFORMATION. ALL BOARD MEETINGS ARE DOCUMENTED THROUGH MINUTES.
FORM 990, PART VI, SECTION C, LINE 18ANOTHER'S WEBSITE: WWW.GUIDESTAR.COM
FORM 990, PART VI, SECTION C, LINE 19THESE DOCUMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL WEBSITE: WWW.MA.GOV/AG
PART XI, LINE 2CTHE FOUNDATION HAS AN AUDIT COMMITTEE THAT OVERSEES THE SELECTION OF THE AUDITOR AND THE AUDIT OF THE FINANCIAL STATEMENTS

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ARCHDIOCESE OF BOSTONBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line166 BROOKS DRIVEAddressLine1
CityBRAINTREECity
StateMAState
ZIP Code02184ZIPCode
FieldValueIRS element (for citing)
EIN042106175EIN
Primary ActivitiesCHURCHPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status170(B)(1)(A)(I)PublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ARCHDIOCESE OF BOSTONBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypePTransactionTypeTxt
Involved$53,977InvolvedAmt

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