2015-05-12T14:04:19-05:00 2014-06-30 042513210 G T REILLY & COMPANY 424 ADAMS STREET MILTON MA 02186 990 2013-07-01 222485502 CATHOLIC SCHOOLS FOUNDATION INC CATH 6177785981 260 FRANKLIN STREET NO 630 BOSTON MA 02110 BRIAN J GALLAGHER TREASURER 6177785981 2015-05-11 1 LINDA KRAMER CPA P00028882 6176968900 2015-05-11 2013 2016-03-07 17:11:31Z BRIAN J GALLAGHER 260 FRANKLIN STREET NO 630 BOSTON MA 02110 55490500 0 X CSFBOSTON.ORG X 1983 MA PROVIDE FINANCIAL ASSISTANCE TO ELEMENTARY AND HIGH SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON 25 25 10 100 0 0 7979814 7270992 0 0 2423809 5873861 561293 661528 10964916 13806381 8242291 7963095 0 0 894409 644981 0 0 296234 456203 413442 9592903 9021518 1372013 4784863 61982247 70258261 6695963 6720338 55286284 63537923 X THE CATHOLIC SCHOOLS FOUNDATION, INC. SUPPORTS THE EDUCATIONAL MISSION OF THE CHURCH WHILE HELPING TO PROVIDE PROGRAMS AND SERVICES THAT INSURE OPTIMAL EDUCATIONAL OPPORTUNITIES FOR ALL STUDENTS REGARDLESS OF RACE, RELIGION, NATIONAL ORIGIN, OR GENDER ATTENDING ROMAN CATHOLIC PRIMARY AND SECONDARY SCHOOLS LOCATED IN THE ARCHDIOCESE OF BOSTON. 0 0 7024943 7024943 4,442 SCHOLARSHIPS AWARDED TO STUDENTS TO ATTEND CATHOLIC SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON 329480 329480 THE GUIDANCE COUNSELOR PROGRAM SUPPORTS GUIDANCE COUNSELORS IN 16 CATHOLIC SCHOOLSS WITHIN THE ARCHDIOCESE OF BOSTON WHICH REACHES A TOTAL OF 4,302 STUDENTS 297868 297868 144 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. 676183 310804 OTHER 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 SCHOOL 676183 310804 8328474 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X X MICHAEL REARDON 6177785981 260 FRANKLIN ST SUITE 630 BOSTON MA 02110 MOST REVERAND SEAN P O'MALLEYOFM CHAIRMAN 0.10 X X 0 0 0 PETER S LYNCH PRESIDENT EMERITUS 5.00 X X 0 0 0 JOHN J REMONDI TRUSTEE 2.00 X 0 0 0 MICHAEL A CHAMPA TRUSTEE 2.00 X 0 0 0 BRIAN J GALLAGHER TREASURER 3.00 X X 0 0 0 MSGR FRANCIS H KELLEY TRUSTEE 2.00 X 0 0 0 RJ DOURNEY TRUSTEE 2.00 X 0 0 0 JOHN P MCDONOUGH TRUSTEE 2.00 X 0 0 0 JACK D O'CONNOR TRUSTEE 2.00 X 0 0 0 JOHN J REGAN ESQ TRUSTEE 3.00 X 0 0 0 PAUL J BIRMINGHAM TRUSTEE 2.00 X 0 0 0 KATHRYN M EVERETT TRUSTEE 2.00 X 0 0 0 RICHARD J HENKEN PRESIDENT 2.00 X X 0 0 0 WILLIAM J LAPOINT TRUSTEE 2.00 X 0 0 0 JAMES F MOONEYIII VICE PRESIDENT 2.00 X X 0 0 0 DANIEL K KINGSBURY TRUSTEE 2.00 X 0 0 0 EILEEN C SHAPIRO TRUSTEE 2.00 X 0 0 0 CRAIG M TATERONIS TRUSTEE 2.00 X 0 0 0 CHRISTINE T KOMOLA TRUSTEE 2.00 X 0 0 0 WILLIAM S MOSAKOWSKI TRUSTEE 2.00 X X 0 0 0 MICHAEL F ROGERS TRUSTEE 2.00 X 0 0 0 ROBERT N CUNJAK TRUSTEE 2.00 X 0 0 0 JOHN ERIKSEN TRUSTEE 2.00 X 0 0 0 FR PAUL O'BRIEN TRUSTEE 2.00 X 0 0 0 STEVEN PRINCIPE TRUSTEE 2.00 X 0 0 0 MICHAEL REARDON EXEC. DIR. 35.00 X 183158 0 14713 183158 0 14713 1 0 1 0 0 2147640 5123352 2513 7270992 1027123 1027123 46256422 41409684 4846738 4846738 4846738 528440 2147640 274435 254005 254005 CHANGE IN NET ASSETS O 525990 407523 407523 407523 13806381 5254261 0 1281128 1495457 1495457 6467638 6467638 533129 245620 83848 203661 28106 12874 13840 1392 48659 26065 8027 14567 35087 16973 5322 12792 101820 101820 1000 1000 630 630 68391 46937 12770 8684 18300 18300 118606 4280 114326 16129 10840 5289 1020 540 480 477 477 532 532 PRINTING & PUBLICATIONS 27119 1111 26008 MISCELLANEOUS 17516 7887 9629 SERVICE FEES 16424 16424 POSTAGE AND SHIPPING 6412 6412 19066 250 5727 13089 9021518 8328474 396810 296234 33 146 3001345 4456397 605541 179080 20728 20260 104673 102864 313 1809 51254391 57808075 4103088 4503298 2996808 3289196 61982247 70258261 116314 126652 6579649 6593686 6695963 6720338 X 25666595 30809894 5722129 8805005 23897560 23923024 55286284 63537923 61982247 70258261 4784863 3466776 0 X X 0 1 X 1 0 X 7906999 7709283 7778929 7979814 7799432 39174457 780180 530046 522120 537213 528440 2897999 285888 459924 -25503 330200 407523 1458032 8973067 8699253 8275546 8847227 8735395 43530488 518393 183716 128627 728927 560431 2120094 0 518393 183716 128627 728927 560431 2120094 41410394 978645 791924 732045 739668 1027122 4269404 978645 791924 732045 739668 1027122 4269404 9951712 9491177 9007591 9586895 9762517 47799892 0.86630 0.85560 0.08930 0.10760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28888963 25464 4622092 1173431 32363088 26828610 107956 3064057 1111660 28888963 27938053 8000 -10097 1107346 26828610 23289598 295000 5420814 1067359 27938053 21231468 259400 2727437 928707 23289598 0.00000 0.74000 0.26000 0 1 1 26593 24784 1809 78080 78080 0 1809 INVESTMENT IN LIMITED PARTNERSHIP 4503298 F 4503298 17547592 3466776 274435 3741211 13806381 0 13806381 9295953 274435 274435 9021518 0 9021518 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. DINNER 2589032 2113532 475500 28127 158155 40654 BACK TO SCHOOL CUP 71608 34108 37500 1730 18800 3600 6025 1 15440 0 15440 200 3500 9919 3725 2676080 2147640 528440 30057 22300 171674 50404 274435 254005 1 CATHOLIC SCHOOLS OFFICE 66 BROOKS DRIVE BRAINTREE MA 02184 042106175 501(C)(3) 50000 SUPPORT FOR TECHNOLOGY AND PROGRAMS ST PATRICK ELEMENTARY SCHOOL 131 MT PLEASANT AVE ROXBURY MA 02119 042114507 501(C)(3) 70774 SUPPORT FOR COUNSELING AND TRANSITION LOWELL CATHOLIC HIGH SCHOOL 530 STEVENS STREET LOWELL MA 01851 042563657 501(C)(3) 26100 SUPPORT FOR PROGRAMS EAST BOSTON CENTRAL CATHOLIC SCHOOL 69 LONDON STREET EAST BOSTON MA 02128 042573582 501(C)(3) 89100 SUPPORT FOR PROGRAMS, COUNSELING AND TECHNOLOGYSUPPORT FOR PROGRAMS, COUNSELING AND TECHNOLOGYSUPPORT FOR COUNSELING, TECHNOLOGY AND PROGRAMS ST ROSE ELEMENTARY SCHOOL 580 BROADWAY CHELSEA MA 02150 042154132 501(C)(3) 59000 CURRENT YEAR DIRECTED FUNDS AND SUPPORT FOR COUNSELING AND PROGRAMS POPE JOHN PAUL II ACADEMY 2200 DORCHESTER AVE DORCHESTER MA 02124 262607406 501(C)(3) 134340 SUPPORT FOR COUNSELING AND TRANSITION OUR LADY OF PERPETUAL HELP SCHOOL 94 ST ALPHONSUS ST ROXBURY MA 02120 042106198 501(C)(3) 66000 CURRENT YEAR DIRECTED AND SUPPORT FOR COUNSELING AND TECHNOLOGY SOUTH BOSTON CATHOLIC ACADEMY 866 EAST BROADWAY S BOSTON MA 02127 042106255 501(C)(3) 62000 SUPPORT FOR COUNSELING AND TECHNOLOGY ST MARY OF THE ASSUMPTION SCHOOL 67 HARVARD STREET BROOKLINE MA 02445 453528078 501(C)(3) 17000 SUPPORT FOR COUNSELING NOTRE DAME HIGH SCHOOL 303 HAVERHILL STREET LAWRENCE MA 01840 861096572 501(C)(3) 17500 SUPPORT FOR PROGRAMS ST CLEMENT ELEMENTARY AND HIGH SCHOOL 579 BOSTON AVENUE MEDFORD MA 02155 042109874 501(C)(3) 7037 SUPPORT FOR PROGRAMS ST MARY JRSR HIGH SCHOOL 35 TREMONT STREET LYNN MA 01902 043106338 501(C)(3) 166480 CURRENT YEAR DIRECTED FUNDS ARCHBISHOP WILLIAMS HIGH SCHOOL 80 INDEPENDENCE AVE BRAINTREE MA 02184 562438555 501(C)(3) 47000 SUPPORT FOR TECHNOLOGY AND PROGRAMS CARDINAL SPELLMAN HIGH SCHOOL 738 COURT STREET BROCKTON MA 02302 562438550 501(C)(3) 62300 SUPPORT FOR PROGRAMS CRISTO REY BOSTON HIGH SCHOOL 100 SAVIN HILL AVENUE BOSTON MA 02125 562438544 501(C)(3) 25000 SUPPORT FOR PROGRAMS FONTBONNE ACADEMY 930 BROOK ROAD MILTON MA 02186 043424717 501(C)(3) 25000 SUPPORT FOR PROGRAMS LAWRENCE CATHOLIC ACADEMY 101 PARKER STREET LAWRENCE MA 01843 272281636 501(C)(3) 7000 SUPPORT FOR PROGRAMS ST BRENDAN ELEMENTARY SCHOOL 29 RITA ROAD DORCHESTER MA 02124 042986735 501(C)(3) 17000 SUPPORT FOR COUNSELING ST COLUMBKILLE ELEMENTARY SCHOOL 25 ARLINGTON STREET BRIGHTON MA 02135 205509269 501(C)(3) 7000 SUPPORT FORPROGRAMS ST JOSEPH ELEMENTARY SCHOOL 132 HIGH STREET MEDFORD MA 02155 453316763 501(C)(3) 33750 SUPPORT FOR PROGRAMS TRINITY ACADEMY 37 ERIE AVENUE BROCKTON MA 02302 510638517 501(C)(3) 42000 SUPPORT FOR COUNSELING AND PROGRAMS ARLINGTON CATHOLIC HIGH SCHOOL 16 MEDFORD STREET ARLINGTON MA 02474 042106235 501(C)(3) 6000 SUPPORT FOR PROGRAM BLESSED SACRAMENT 808 EAST STREET WALPOLE MA 02081 042106165 501(C)(3) 5500 SUPPORT FOR PROGRAMS BOSTON COLLEGE EXPERIENCE BOSTON COLLEGE EXPERIENCE CHESTNUT HILL MA 02467 501(C)(3) 20000 SUPPORT FOR PROGRAMS CITY CONNECTS OFFICE 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 501(C)(3) 25000 SUPPORT FOR COUNSELING HOLY NAME PARISH SCHOOL 535 WEST ROXBURY PARKWAY WEST ROXBURY MA 02132 042106182 501(C)(3) 10114 SUPPORT FOR PROGRAMS MOUNT ALVERNIA HIGH SCHOOL 790 CENTRE STREET NEWTON MA 02458 042504378 501(C)(3) 8880 SUPPORT FOR PROGRAMS OUR LADY'S ACADEMY 920 TRAPELO ROAD WALTHAM MA 02451 042190322 501(C)(3) 5161 SUPPORT FOR PROGRAMS PRESENTATION OF MARY ACADEMY 209 LAWRENCE STREET METHUEN MA 01844 010688934 501(C)(3) 19000 SUPPORT FOR PROGRAMS SACRED HEART HIGH SCHOOL 399 BISHOPS HIGHWAY KINGSTON MA 023642098 364704238 501(C)(3) 5000 SUPPORT FOR PROGRAMS SACRED HEART ELEMENTARY SCHOOL 581 BOSTON STREET LYNN MA 01905 320354187 501(C)(3) 20015 SUPPORT FOR PROGRAMS SACRED HEART ELEMENTARY SCHOOL 1035 CANTERBURY STREET ROSLINDALE MA 02131 043292732 501(C)(3) 117287 SUPPORT FOR TECHNOLOGY, PROGRAMS, AND MARKETING ST CATHERINE OF GENOA SCHOOL 192 SUMMER STREET SOMERVILLE MA 02143 042106260 501(C)(3) 30000 SUPPORT FOR PROGRAMS ST CATHERINE OF SIENA SCHOOL 249 NAHATAN STREET NORWOOD MA 02062 042106258 501(C)(3) 11220 SUPPORT FOR PROGRAMS SAINT JOHN SCHOOL 9 MOON STREET BOSTON MA 02113 042108397 501(C)(3) 55000 SUPPORT FOR TECHNOLOGY AND PROGRAMS SAINT JOHN THE EVANGELIST SCHOOL 111 NEW BALSH STREET BEVERLY MA 01915 501(C)(3) 13528 SUPPORT FOR TRANSITION ST JOSEPH'S ELEMENTARY 143 SOUTH FRANKLIN STREET HOLBROOK MA 02343 900765957 501(C)(3) 10000 SUPPORT FOR PROGRAMS SAINT MARY OF THE SEA SCHOOL 13 CHAPMAN STREET BEVERLY MA 01915 042172360 501(C)(3) 7000 SUPPORT FOR TRANSITION ST MICHAEL ELEMENTARY SCHOOL 21 SIXTH STREET LOWELL MA 01850 453339852 501(C)(3) 11100 SUPPORT FOR PROGRAMS ST MONICA ELEMENTARY SCHOOL 212 LAWRENCE STREET METHUEN MA 01844 371648909 501(C)(3) 7000 SUPPORT FOR PROGRAMS ST PIUS V ELEMENTARY SCHOOL 28 BOWLER STREET LYNN MA 01904 453350187 501(C)(3) 21460 CURRENT YEAR DIRECTED FUNDS SCHOLARSHIPS 4298 6307343 TECHNOLOGLY ACADEMY 144 160295 X X 0 0 0 0 0 0 0 0 0 MICHAEL REARDON EXEC. DIR. 183158 0 0 0 0 0 14713 0 0 0 197871 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION HAS A BOARD OF CORPORATE MEMBERS CONSISTING OF INDIVIDUALS WHO HAVE THE AUTHORITY TO APPROVE OR REJECT THE APPOINTMENT OF TRUSTEES AND APPROVE ANY CHANGES TO THE FOUNDATION'S BYLAWS. THESE MEMBERS ARE APPOINTED BY THE CHAIRMAN OF THE BOARD OF MEMBERS (THE ARCHBISHOP OF THE ROMAN CATHOLIC ARCHDIOCESE OF BOSTON) AND ARE NOT INVOLVED IN THE GOVERNANCE OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B THE FOUNDATION HAS A BOARD OF CORPORATE MEMBERS CONSISTING OF INDIVIDUALS WHO HAVE THE AUTHORITY TO APPROVE OR REJECT THE APPOINTMENT OF TRUSTEES AND APPROVE ANY CHANGES OT THE FOUNDATION'S BYLAWS. THESE MEMBERS ARE APPOINTED BY THE CHAIRMAN OF THE BOARD OF MEMBERS (THE ARCHBISHOP OF THE ROMAN CATHOLIC ARCHDIOCESE OF BOSTON) AND ARE NOT INVOLVED IN THE GOVERNANCE OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE AND AUDIT COMMITTEE CHAIRS AND TREASURER OF THE BOARD ARE DELEGATED WITH THIS RESPONSIBILITY. HOWEVER, THE FULL BOARD IS MADE AWARE THAT THE FORM 990 IS OPEN FOR THEIR INSPECTION AND PROVIDED AN OPPORTUNITY TO COMMENT. FORM 990, PART VI, SECTION B, LINE 12C IN JULY OF EACH YEAR, EACH MEMBER COMPLETES AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. THE RESULTS ARE REVIEWED BY THE ADMINISTATIVE ASSISTANT ALONG WITH THE EXECUTIVE NOMINATING COMMITTEE, AND ANY NEEDED ACTIONS ARE TAKEN AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 15A THE OFFICERS OF THE CORPORATION'S BOARD REVIEW AND APPROVE THE INITIAL SALARY AND RAISES OF THE EXECUTIVE DIRECTOR AFTER REVIEWING COMPARATIVE SALARY INFORMATION. ALL BOARD MEETINGS ARE DOCUMENTED THROUGH MINUTES. FORM 990, PART VI, SECTION C, LINE 18 ANOTHER'S WEBSITE: WWW.GUIDESTAR.COM FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL WEBSITE: WWW.MA.GOV/AG PART XI, LINE 2C THE FOUNDATION HAS AN AUDIT COMMITTEE THAT OVERSEES THE SELECTION OF THE AUDITOR AND THE AUDIT OF THE FINANCIAL STATEMENTS ARCHDIOCESE OF BOSTON 66 BROOKS DRIVE BRAINTREE MA 02184 042106175 CHURCH MA 501(C)(3) 170(B)(1)(A)(I) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 ARCHDIOCESE OF BOSTON P 53977