2015-01-15T10:04:46-06:00 2014-06-30 042734675 DANIEL DENNIS & COMPANY LLP 990 WASHINGTON STREET STE 308A DEDHAM MA 02026 990 2013-07-01 222579809 TWO TEN FOOTWEAR FOUNDATION INC TWOT 7817361524 1466 MAIN STREET WALTHAM MA 02451 ELBA MARCILLO CFO 7817361524 2015-01-15 P01430775 6172629898 2015-01-15 2013 2016-03-07 17:11:31Z ELBA MARCILLO 1466 MAIN STREET WALTHAM MA 02451 6671023 0 X WWW.TWOTEN.ORG X 1939 MA CASE MANAGEMENT SERVICES, NAMELY THE COORDINATION OF NECESSARY FINANCIAL, EDUCATIONAL, SOCIAL AND COUNSELING SERVICES TO INDIVIDUALS EMPLOYED OR FORMERLY EMPLOYED IN THE SHOE INDUSTRY OR THE IMMEDIATE FAMILY MEMBERS OF SUCH PERSONS. 42 41 14 0 0 4139 1539498 3927251 0 0 845370 1238898 1503865 -95620 3888733 5070529 2537341 2226455 0 0 1250174 1321391 0 0 498430 1538025 1154212 5325540 4702058 -1436807 368471 34961006 39132046 483386 523247 34477620 38608799 X CASE MANAGEMENT SERVICES, NAMELY THE COORDINATION OF NECESSARY FINANCIAL, EDUCATIONAL, SOCIAL AND COUNSELING SERVICES TO INDIVIDUALS EMPLOYED OR FORMELY EMPLOYED IN THE SHOE INDUSTRY OR THE IMMEDIATE FAMILY MEMBERS OF SUCH PERSONS. 0 0 2867648 2226455 HUMAN SERVICE EXPENSE:THE TWO TEN MISSION IS TO BRING SHOEPEOPLE TOGETHER TO HELP EACH OTHER DURING CRISIS, SUPPORT EACH OTHER AS A COMMUNITY, AND ENSURE THE FUTURE OF THE FOOTWEAR INDUSTRY IN THE UNITED STATES. IN FY14, THE TWO TEN, FOUR PERSON, SOCIAL SERVICES TEAM ASSISTED 1,177 FOOTWEAR FAMILIES WITH RELIEF AID. TWO TEN RECEIVED CALLS FROM A TOTAL OF 2,144 FOOTWEAR WORKERS AND THEIR FAMILIES AND 97% OF THOSE WORKERS RECEIVED A CALL BACK WITHIN TWO BUSINESS DAYS TO COMPLETE OUR INTAKE PROCESS. THE 30 MINUTE INTAKE CALL IS THE WAY WE DETERMINE ELIGIBILITY (MUST BE IN THE FOOTWEAR INDUSTRY FOR 2 YEARS) AND HOW BEST TO MEET IMMEDIATE NEEDS. WHEN A PERSON CALLS TWO TEN, WE GUARANTEE THEY WILL QUICKLY SPEAK WITH A COMPASSIONATE INDIVIDUAL AND THEIR CONVERSATION WILL BE CONFIDENTIAL. IN FY14, 69% OF CALLERS WERE FEMALE AND 31% OF CALLERS WERE MALE. THE THREE LARGEST AGE GROUPS WHO CALLED WERE BETWEEN THE AGES OF 25-34 (31%), BETWEEN THE AGES OF 35-42 (28%), AND 19% OF CALLERS FELL BETWEEN THE AGES OF 43-51.THE POPULATIONS OF FAMILIES WE SERVE ARE EMPLOYED PREDOMINATELY IN THE FOLLOWING ROLES WITHIN THE FOOTWEAR INDUSTRY: RETAIL SALES, CUSTOMER SERVICE, FACTORY WORKERS, WAREHOUSE OPERATIVES, AND DISTRIBUTION WORKERS. THESE JOBS ARE LOW WAGE EARNING POSITIONS AND THOSE WORKING IN THEM ARE VULNERABLE TO LOSS OF INCOME AT DIFFERENT TIMES OF THE YEAR WHEN BUSINESS SLOWS OR ORDERS IN A FACTORY OR WAREHOUSE DECREASE. TWO TEN CHANGES LIVES OF INDIVIDUALS AND FAMILIES DURING TIMES OF IMMEDIATE CRISIS BY PROVIDING THE FOLLOWING SERVICES TO HELP THEM: 1) RELIEF AID, 2) COUNSELING, AND 3) INFORMATION REFERRALS. IN FY14, TWO TEN PROVIDED FUNDS TO PAY THE RENT OR MORTGAGE OF 783 FAMILIES TO PREVENT EVICTION OR FORECLOSURE. WE PAID UTILITY BILLS FOR 559 FAMILIES TO PREVENT SHUT-OFFS OF POWER AND CAR PAYMENTS OR CAR REPAIRS FOR 276 FAMILIES SO THEY COULD CONTINUE TO USE THEIR CAR TO GET TO WORK. TWO TEN ALSO ASSISTED WITH 49 CRISIS CASES WHICH INCLUDE FUNERAL BILLS AND EMERGENCY COSTS WHEN AN INDIVIDUAL WAS DISPLACED DUE TO A FIRE OR NATURAL DISASTER. FUNDS ARE PAID DIRECTLY TO THE CREDITORS EXCEPT IN A SMALL NUMBER OF CASES WHEN MINI-GRANTS BETWEEN $50-$500 ARE GIVEN TO THOSE INDIVIDUALS IN CRISIS WHO ARE DOCUMENTED TO HAVE BEEN DISPLACED OR IMPACTED BY A NATURAL DISASTER. THE MONIES THAT ARE GIVEN HELP INDIVIDUALS GET THROUGH THEIR CRISIS AND PROVIDE EMOTIONAL AS WELL AS FINANCIAL RELIEF UNTIL THEIR LIVES BECOME STABLE AGAIN. THE BILLS THAT TWO TEN PAYS MEET THE MOST BASIC NEEDS OF INDIVIDUALS AND FAMILIES IN ORDER TO SURVIVE AND HOLD DOWN A JOB.IN FY14, TWO TEN GAVE 89 FOOTWEAR WORKERS REFERRALS TO OUR TELEPHONIC MENTAL HEALTH COUNSELING SERVICES. TWO TEN CONTRACTS WITH FEI BEHAVIORAL HEALTH TO ADMINISTER 8 SESSIONS OF TELEPHONIC COUNSELING SERVICES PER CALLER. REFERRALS TO LOCAL COMMUNITY RESOURCES, SUCH AS UNITED WAY, RED CROSS AND SALVATION ARMY WERE GIVEN TO 460 INDIVIDUALS. THE REASON MOST CITED BY THOSE NEEDING ASSISTANCE WAS "EMPLOYMENT ISSUES", FOLLOWED BY "HEALTH" AND "FAMILY ISSUES." TWO TEN PROVIDES RESOURCES FOR SHOEPEOPLE ACROSS THE COUNTRY, BUT THE TOP FIVE STATES THAT WE RECEIVED CALLS FROM WERE TENNESSEE, MICHIGAN, CALIFORNIA, ILLINOIS AND INDIANA.EDUCATION EXPENSE: TWO TEN IS COMMITTED TO CHANGING THE LIVES OF FOOTWEAR PROFESSIONALS AND THEIR FAMILIES THROUGH EDUCATION. IN 2014, THE TWO TEN FOOTWEAR FOUNDATION FUNDED 350 STUDENTS WITH $750,000 IN COLLEGE TUITION. STUDENTS ATTENDED TWO-YEAR AND FOUR-YEAR PRIVATE AND PUBLIC UNDERGRADUATE UNIVERSITIES AND COLLEGES ACROSS THE COUNTRY. A SMALLER NUMBER OF STUDENTS WERE ALSO ASSISTED WITH SCHOLARSHIPS TO ATTEND ACCREDITED VOCATIONAL/TECHNICAL SCHOOLS. NEW STUDENTS WERE GIVEN AWARDS THAT AVERAGED $2,500 EACH WITH THE OPPORTUNITY TO BE AWARDED $10,000 OVER FOUR YEARS WHILE MAINTAINING A GPA OF AT LEAST 2.5. TWO TEN SCHOLARS ARE EITHER IN THE FOOTWEAR INDUSTRY THEMSELVES (FOR AT LEAST TWO YEARS) OR THEIR CHILDREN ARE ELIGIBLE TO APPLY FOR A SCHOLARSHIP. THESE SCHOLARSHIPS EASE THE BURDEN OF FOOTWEAR FAMILIES TO SEND THEIR CHILDREN TO SCHOOL. WHEN THE INDIVIDUAL THEMSELVES IS IN THE FOOTWEAR INDUSTRY WE IMPACT THAT STUDENT BY LESSENING THE AMOUNT OF STUDENT DEBT THEY FACE WHEN THEY LEAVE SCHOOL. FOR SOME INDIVIDUALS, OUR SCHOLARSHIP IS THE DECIDING FACTOR FOR THEM TO BE ABLE TO ATTEND UNDERGRADUATE SCHOOL AT ALL. THIS YEAR WE BEGAN AWARDING A NEW SCHOLARSHIP, CALLED THE FOOTWEAR WARRIORS SCHOLARSHIP. THIS IS DESIGNED FOR MEN AND WOMEN WHO SERVED OUR COUNTRY AT ANY POINT IN TIME AND WHO ARE CURRENTLY WORKING IN THE FOOTWEAR INDUSTRY. TWO TEN SCHOLARS OR THEIR PARENTS CAME FROM 130 DIFFERENT FOOTWEAR COMPANIES ACROSS THE INDUSTRY AND 43 STATES ACROSS THE USA. THIS YEAR, 155 STUDENTS WERE NEW AWARD WINNERS AND 195 SCHOLARS WERE RENEWING THEIR PREVIOUSLY AWARDED SCHOLARSHIPS.TWO TEN ALSO ASSISTS THOSE PURSUING EDUCATION IN THE AREA OF FOOTWEAR DESIGN THROUGH TWO DIFFERENT SCHOLARSHIPS: THE FOOTWEAR DESIGN SCHOLARSHIP AND THE ARS SUTORIA SCHOLARSHIP. UNLIKE OUR TRADITIONAL COLLEGE SCHOLARSHIPS, THE FOOTWEAR DESIGN SCHOLARSHIP IS AVAILABLE TO ANY STUDENT WITHOUT EMPLOYMENT HISTORY IN THE FOOTWEAR INDUSTRY. THIS SCHOLARSHIP WAS CREATED TO ENCOURAGE STUDENTS ENTERING THE FIELD WHO HAVE TALENT AND PROMISE IN FOOTWEAR DESIGN. APPLICANTS FOR THE FOOTWEAR DESIGN SCHOLARSHIP ARE REQUIRED TO SUBMIT THREE SAMPLES OF THEIR SKETCHES AT THE TIME OF APPLICATION IN ADDITIONAL TO COMPLETING OUR STANDARD ONLINE APPLICATION. IN 2012, THE APPLICATION ADMINISTRATION PROCESS WAS OUTSOURCED TO INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES, WHO OVERSEES THE ONLINE APPLICATION PROCESS. TWO TEN SCHOLARSHIP STAFF RANK APPLICANTS USING A SCORING RUBRIC THAT IS WEIGHTED BY THE FOLLOWING SYSTEM: 70% FINANCIAL NEED, 15% ACADEMICS BASED ON GPA AND 15% ACADEMIC RESUME BASED ON EXTRACURRICULAR ACTIVITIES. ARS SUTORIA IS AN ITALIAN FOOTWEAR DESIGN ACADEMY THAT OFFERS TWO 5-DAY COURSES PER YEAR AT TWO TEN'S HEADQUARTERS IN WALTHAM, MA FOR THOSE STUDENTS WITH PRIOR FOOTWEAR INDUSTRY EXPERIENCE. THE CLASSES OFFER A GREATER UNDERSTANDING OF THE PROCESSES OF PRODUCTION OF DIFFERENT TYPES OF SHOE CONSTRUCTIONS AND DEEPER KNOWLEDGE OF THE MATERIALS USED IN EACH STAGE OF THE PROCESS. THESE SCHOLARS ARE SELECTED BASED ON THE APPROPRIATENESS OF THEIR WORK EXPERIENCE AND THEIR EMPLOYER'S RECOMMENDATIONS. BOTH OF THESE SCHOLARSHIPS, FOOTWEAR DESIGN AND ARS SUTORIA, BENEFIT BOTH SCHOLARS AND THE FOOTWEAR COMMUNITY BY EITHER BRINGING IN FRESH TALENT OR DEVELOPING EXISTING TALENT. 135852 COMMUNITY BUILDING:TWO TEN FOOTWEAR FOUNDATION IS DEDICATED TO BUILDING A STRONGER FOOTWEAR COMMUNITY BY OFFERING A SERIES OF NATIONAL PROGRAMS AND EVENTS, DESIGNED TO PROVIDE OPPORTUNITIES TO ENGAGE WITH AND LEARN FROM FELLOW MEMBERS OF THE FOOTWEAR INDUSTRY. THERE ARE FOUR DIFFERENT COMMUNITY GROUPS, EACH OFFERING DIFFERENT ACTIVITIES AND OUTCOMES BASED ON THE INDIVIDUAL NEEDS OF ITS CONSTITUENTS; THESE GROUPS INCLUDE THE WOMEN IN FOOTWEAR INDUSTRY (WIFI) GROUP; YOUNG PROFESSIONALS FOR 210 (YP); THE HUMAN RESOURCES LEADERSHIP COMMITTEE (HRLC); AND NATIONAL FOOTWEAR CARES MONTH. WIFI, CONSISTING OF EIGHT CHAPTERS LOCATED IN TARGETED GEOGRAPHIC AREAS, IS FOCUSED ON INSPIRING, MENTORING, AND EDUCATING WOMEN AT ALL LEVELS OF THEIR CAREERS - AS WELL AS CREATING ADVOCATES FOR TWO TEN. WIFI ACCOMPLISHES ITS GOALS THIS BY HOLDING NETWORKING AND PROFESSIONAL DEVELOPMENT EVENTS AND A NATIONAL CONFERENCE HELD EACH JUNE. IN FY'14, WIFI CHAPTERS HELD A TOTAL OF 17 DIFFERENT EVENTS THAT WERE ATTENDED BY 887 WOMEN. IN EACH INSTANCE, TOPIC MATTER AND PROGRAM FORMAT WAS DESIGNED IN ADVANCE TO BE RELEVANT AND SCALABLE TO MEET THE NEEDS OF EACH REGIONAL AREA. IN ADDITION TO THE EVENTS, WIFI MANAGES A SUCCESSFUL YEAR-LONG MENTORING PROGRAM THAT PAIRED 30 MENTORS FROM INDUSTRY LEADERSHIP WITH 30 WOMEN MENTEES FROM THE NEXT GENERATION OF FOOTWEAR LEADERSHIP. THE BENEFIT OF WIFI PROGRAMMING IS EVIDENCED BY THE INCREASING NUMBER OF EVENT ATTENDEES AND REQUESTS FOR MENTORING ON A YEAR-OVER-YEAR BASIS.THE YOUNG PROFESSIONALS FOR 210 (YP210) GROUP IS DESIGNED TO ATTRACT THE FOOTWEAR PROFESSIONALS BY PROVIDING NETWORKING AND COMMUNITY SERVICE OPPORTUNITIES. IN FY'14, YP210 HELD 16 EVENTS INCLUDING NETWORKING EVENTS, MONTHLY COMMUNITY SERVICE PROJECTS WITH LOCAL CHARITABLE NON-PROFITS AND AN ANNUAL PARTY. AS A RESULT OF THE COMBINED ACTIVITIES, YP210 HELPED RAISE AWARENESS OF AND ADVOCACY FOR TWO TEN, WHILE CONNECTING 695 FOOTWEAR PROFESSIONALS. THE HUMAN RESOURCES LEADERSHIP COMMITTEE (HRLC), CONNECTS HUMAN RESOURCES PROFESSIONALS WITHIN THE FOOTWEAR INDUSTRY FOR THOUGHT LEADERSHIP SPECIFIC TO HR, BUT ALSO TO CREATE ADVOCACY FOR TWO TEN AND ITS MISSION. THE HRLC WORKS ON TWO TEN'S BEHALF TO INCREASE AWARENESS OF THE FOUNDATION WITHIN THE INDUSTRY AS WELL AS TO HOST AN ANNUAL CONFERENCE DEDICATED TO INDUSTRY LEARNING AND INNOVATION. IN FY'14, THE ANNUAL HR LEADERSHIP SUMMIT WAS FOCUSED ON BEST PRACTICES FOR HIRING IN A CHANGING RETAIL LANDSCAPE AND WAS ATTENDED BY 90 INDUSTRY PROFESSIONALS. THE CONFERENCE PROVIDED TWO TEN WITH A PLATFORM TO FURTHER EDUCATE AND ENGAGE HR PROFESSIONALS ABOUT ITS OFFERINGS.NATIONAL FOOTWEAR CARES MONTH IS ONE OF TWO TEN'S FAST GROWING COMMUNITY BUILDING EVENTS. DESIGNED TO BRING AN ENTIRE INDUSTRY TOGETHER AROUND A COMMON GOAL, FOOTWEAR CARES UNITED 100 FOOTWEAR COMPANIES IN COMMUNITY SERVICE DURING THE MONTH OF APRIL 2014. OVER 6,500 VOLUNTEERS JOINED FORCES WITH TWO TEN TO CHANGE THE LIVES OF PEOPLE LIVING IN VULNERABILITY. AS A RESULT OF OUR PROGRAM PARTICIPANTS, FOOTWEAR CARES PROVIDED 85 CHARITABLE NONPROFITS IN 22 STATES WITH A TOTAL OF 15,000 VOLUNTEER HOURS. THE MONTH-LONG PROGRAM ALSO PROVIDED TWO TEN WITH A VALUABLE PLATFORM TO INCREASE THE KNOWLEDGE AND AWARENESS OF TWO TEN WITH THE FOOTWEAR COMMUNITY WHILE CREATING POSITIVE CHANGE IN THE LIVES OF THOSE WE COLLECTIVELY HELPED. 459082 INDUSTRY EDUCATION:THE TWO TEN FOOTWEAR FOUNDATION IS COMMITTED TO PROVIDING THE HELP AND RESOURCES NEEDED TO CHANGE THE LIVES OF FOOTWEAR PROFESSIONALS AND THEIR FAMILIES. IN FY'14, INDUSTRY EDUCATION - OR OUTREACH - WAS INCORPORATED INTO EVERY POSSIBLE ACTIVITY TO MAXIMIZE THE OUTCOMES; EVERY CORPORATE VISIT, INDUSTRY CONFERENCE, INDIVIDUAL HEALTH AND WELLNESS FAIRS AND STRATEGIC PARTNERSHIP WAS UTILIZED TO INCREASE AWARENESS OF THE FOUNDATION'S OFFERINGS WITHIN THE INDUSTRY IT SERVES. TWO TEN ALSO USES A HIGHLY VISIBLE ANNUAL EVENT AND SOCIAL MEDIA TO AID IN BUILDING INCREASE AWARENESS OF, AND SUPPORT FOR THE FOUNDATION. DURING FY'14, TWO TEN INCORPORATED OUTREACH INTO 72 CORPORATE VISITS AND FIVE INDUSTRY CONFERENCES BY MAKING PRESENTATIONS TO 3,815 AMERICAN FOOTWEAR WORKERS. THE FOUNDATION ALSO ATTENDED NINE DIFFERENT BENEFIT FAIRS TO CONNECT DIRECTLY WITH FOOTWEAR EMPLOYEES AND PROVIDE THEM FIRST-HAND KNOWLEDGE ABOUT TWO TEN AND HOW THE FOUNDATION HELPS THE INDUSTRY. AND FINALLY, TWO TEN WORKED WITH ITS STRATEGIC PARTNERS TO PRESENT THE FOUNDATION TO A COMBINED 1,836 FOOTWEAR RETAILERS AT THREE LARGE MEMBERSHIP CONFERENCES. THROUGH CAREFUL UTILIZATION OF EXISTING TRAVEL TO MEETINGS, CONFERENCES, FAIRS AND PARTNERSHIP OFFERINGS, TWO TEN WAS ABLE TO INCORPORATE OUTREACH INTO A VARIETY OF ACTIVITIES TO INCREASE AWARENESS OF THE FOUNDATION OF APPROXIMATELY 8,350 MEMBERS OF THE FOOTWEAR COMMUNITY.TWO TEN HOSTED ITS ANNUAL DINNER DURING FY'14. ATTENDED BY 1,500 MEMBERS OF THE FOOTWEAR COMMUNITY, TWO TEN USED THE EVENT AS A COMMUNICATIONS PLATFORM TO INCREASE INDUSTRY AWARENESS ABOUT ITS PROGRAMS AND SERVICES, SCHOLARSHIPS, COMMUNITY BUILDING INITIATIVES AND THE COMBINED POSITIVE IMPACT THE FOUNDATION HAS ON THE INDUSTRY THAT IT SERVES. STORIES FROM TWO TEN'S RELIEF RECIPIENTS AND SCHOLARSHIP AWARDEES WERE SHARED IN PRINT, VIDEO AND IN PERSON FROM THE PODIUM ON STAGE. INDUSTRY LEADERSHIP TOOK PART IN THE PRESENTATIONS FROM THE STAGE AND ENCOURAGED THE PARTICIPANTS TO ENGAGE FURTHER WITH THE FOUNDATION. THE EVENT WAS A BIG SUCCESS IN THAT WE WERE ABLE TO CONVERT ATTENDEES FROM UNAFFILIATED TO ENGAGED MEMBERS OF THE TWO TEN COMMUNITY.BECAUSE SOCIAL MEDIA IS AN EASY WAY TO EDUCATE THE MASSES, TWO TEN DEPLOYED A CONTENT MANAGEMENT STRATEGY PLAN FOR ITS SOCIAL PROPERTIES DURING FY'14. A DATABASE OF 100 STORIES WAS CREATED AND PUSHED OUT THROUGH RELEVANT CHANNELS INCLUDING FACEBOOK, TWITTER, INSTAGRAM, LINKEDIN AND THE TWO TEN BLOG. AS A RESULT OF THE STRATEGY, THE FOUNDATION HAS SEEN AN UPTICK TO THE NUMBER OF FOLLOWERS IT HAS ON MULTIPLE DIGITAL PROPERTIES. THIS HAS RESULTED IN AN INCREASE OF SUBSCRIBERS TO TWO TEN'S E-NEWSLETTER DATABASE. 3462582 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 14 1 1 1 0 0 0 0 1 1 0 0 X 42 41 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X ELBA MARCILLO 7817361500 1466 MAIN STREET WALTHAM MA 02452 BLAKE KRUEGER CHAIR 1.00 X X 0 0 0 MICHAEL ATMORE DIRECTOR 1.00 X 0 0 0 MARTIN BERMAN DIRECTOR 1.00 X 0 0 0 CAROL BAIOCCHI DIRECTOR 1.00 X 0 0 0 ANNA BAKST DIRECTOR 1.00 X 0 0 0 AMANDA CABOT DIRECTOR 1.00 X 0 0 0 DEBBIE FERREE DIRECTOR 1.00 X 0 0 0 STEVEN HILL DIRECTOR 1.00 X 0 0 0 DANIEL HUNT DIRECTOR 1.00 X 0 0 0 SUSAN ITZKOWITZ DIRECTOR 1.00 X 0 0 0 DIANE SULLIVAN VICE CHAIR 1.00 X X 0 0 0 STEVE MADDEN DIRECTOR 1.00 X 0 0 0 ROBERT MCHUGH TREASURER 1.00 X X 0 0 0 TRACEY MCLEOD DIRECTOR 1.00 X 0 0 0 MICHAEL MOONEY DIRECTOR 1.00 X 0 0 0 JIM SALZANO DIRECTOR 1.00 X 0 0 0 DANNY MUSKAT DIRECTOR 1.00 X 0 0 0 DAVID BENSADOUN DIRECTOR 1.00 X 0 0 0 JOE QUAKNINE DIRECTOR 1.00 X 0 0 0 CHRISTOPHER QUINN DIRECTOR 1.00 X 0 0 0 GREGG RIBATT DIRECTOR 1.00 X 0 0 0 KATIE BUTLER DIRECTOR 1.00 X 0 0 0 DANIEL SCHWARTZ DIRECTOR 1.00 X 0 0 0 LARRY SIFF SECRETARY 1.00 X X 0 0 0 BOB CAMPBELL DIRECTOR 1.00 X 0 0 0 DAVID DEPASQUALE DIRECTOR 1.00 X 0 0 0 THOMAS TARICA DIRECTOR 1.00 X 0 0 0 GREG TUNNEY DIRECTOR 1.00 X 0 0 0 JERRY TURNER DIRECTOR 1.00 X 0 0 0 BEVERLY GOLDBERG DIRECTOR 1.00 X 0 0 0 PATRIK FRISK DIRECTOR 1.00 X 0 0 0 RONALD FROMM DIRECTOR 1.00 X 0 0 0 DAVE GRANGE DIRECTOR 1.00 X 0 0 0 JIM ISSLER DIRECTOR 1.00 X 0 0 0 DAVID JAY DIRECTOR 1.00 X 0 0 0 SCOTT MEDEN DIRECTOR 1.00 X 0 0 0 RICK PATERNO DIRECTOR 1.00 X 0 0 0 TOBIAS REISS-SCHMIDT DIRECTOR 1.00 X 0 0 0 LIZ RODBELL DIRECTOR 1.00 X 0 0 0 CLIFTON SIFFORD DIRECTOR 1.00 X 0 0 0 KEVIN WULFF DIRECTOR 1.00 X 0 0 0 NEAL NEWMAN PRESIDENT 37.50 X 169857 0 17857 169857 0 17857 2 0 1 0 SEQUENCE EVENT LLC 108 WEST 139TH STREET SUITE 604 NEY YORK NY 10018 EVENT PLANNING 214370 1 2030421 1896830 3927251 1041136 1041136 950000 752238 197762 197762 197762 747298 2030421 848256 -100958 -100958 MISCELLANEOUS 900099 5338 5338 5338 5070529 5338 0 1137940 2226455 2226455 677516 307521 206059 163936 427064 287347 139717 26660 13172 4324 9164 89045 51670 13445 23930 101106 57296 17358 26452 12000 12000 37200 37200 96929 96929 44151 44009 142 24863 11411 10046 3406 58912 39050 5649 14213 67217 32628 9812 24777 127318 127318 16328 10204 2144 3980 CONSULTING EXPENSE 245163 195089 15622 34452 BAD DEBT ALLOWANCE 99914 99914 PRINTING AND PRODUCTION 89765 75894 836 13035 BUILDING REPAIRS AND EX 80543 50765 10200 19578 153909 60071 72190 21648 4702058 3462582 741046 498430 225676 225943 1122540 1024083 270051 63304 3909173 1565317 2236765 2343856 19486552 22033438 11619422 13441422 34961006 39132046 62267 114608 315297 307493 105822 101146 483386 523247 X 7609906 8865167 2096202 4557620 24771512 25186012 34477620 38608799 34961006 39132046 368471 3762708 0 X 0 1 X 1 0 X 2333263 2849594 5896932 3244363 3826293 18150445 2333263 2849594 5896932 3244363 3826293 18150445 18150445 499100 496531 584147 674925 1055344 3310047 5379 5042 4422 2845 5338 23026 21483518 -920014 0.84490 0.83980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26867714 1244684 2788645 -327227 30573816 25713572 234664 1522252 -602774 26867714 25566291 1670564 -786774 -736509 25713572 23461311 314231 2581286 -790537 25566291 22788405 114981 1303973 -746048 23461311 0.03000 0.82000 0.15000 0 0 546867 546867 2886757 1331872 1554885 475549 233445 242104 0 2343856 ALTERNATIVE HEDGE FUND 13441422 F 13441422 ANNUITIES PAYABLE 101146 101146 X 8833237 3762708 3762708 5070529 0 5070529 4702058 0 4702058 0 4702058 PART X, LINE 2: GAAP REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD, ALONG WITH ACCRUED INTEREST AND PENALTIES THEREON, WOULD BE RECORDED AS AN EXPENSE IN THE CURRENT YEAR FINANCIAL STATEMENTS. THE FOUNDATION HAS EVALUATED THE TAX POSITIONS TAKEN IN ITS PREVIOUSLY FILED RETURNS AND THOSE EXPECTED TO BE TAKEN IN ITS 2013 RETURNS AND BELIEVES THEY ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED IF EXAMINED BY FEDERAL OR COMMONWEALTH TAX AUTHORITIES. THE FOUNDATION'S 2010 THROUGH 2012 TAX YEARS REMAIN SUBJECT TO TAX EXAMINATION BY FEDERAL AND COMMONWEALTH TAX AUTHORITIES ANNUAL DINNER 2300304 1702224 598080 608415 NEW YORK GOLF OUTING 79225 60211 19014 25341 3 398190 267986 130204 214497 2777719 2030421 747298 848253 848253 -100955 ELBA MARCILLO 1466 MAIN STREET WALTHAM MA 02451 1 RELIEF PAYMENTS 1690 1494612 BOOK SCHOLARSHIPS 352 731843 BOOK PART I, LINE 2: RELIEF PAYMENTS - PAID DIRECTLY TO A CLIENT'S CREDITOR, IE. MORTGAGE LENDERS, UTILITY COMPANIES, CAR LENDERS, ETC. AND ARE APPLIED DIRECTLY TO THE CLIENTS ACCOUNT. SCHOLARSHIPS - APPLICATIONS ARE OUTSOURCED TO A CONSULTANT WHO DETERMINES WHICH STUDENTS QUALIFY FOR ASSISTANCE BASED ON THE ORGANIZATIONS ELIGIBLITY REQUIREMENTS. THEY MUST HAVE A DIRECT FAMILY MEMBER WHO HAS WORKED IN THE FOOTWEAR INDUSTRY OR THEY MUST HAVE WORKED THE PROPER AMOUNT OF TIME IN THE FOOTWEAR INDUSTRY. FEDERAL LAW STIPULATES THAT THE AMOUNT OF A STUDENT'S FINANCIAL ASSISTANCE MAY NOT EXCEED THEIR DEMONSTRATED FINANCIAL NEED. TO DETERMINE FINANCIAL NEED, WE DEDUCT THE STUDENTS ESTIMATED PARENTAL CONTRIBUTION FROM THE FAFSA STUDENT AID REPORT(WWW.FAFSA.GOV) AND THEIR SCHOLARSHIPS AND GRANTS FROM THE COST OF ATTENDANCE. ONCE THESE CALCULATIONS ARE COMPLETED THEN WE SCALE THE STUDENTS AWARDS BASED ON THEIR LENGTH OF TIME IN THE INDUSTRY AND HOW SUBSTANTIAL THEIR NEED IS. WE HAVE A SCHOLARSHIP BOARD COMMITTEE WHO REVIEWS THE FINAL INFORMATION AND RELEASES THE AWARDS. MONIES ARE PAID DIRECTLY TO THE SCHOOL THE STUDENT IS ATTENDING EVERY SEMESTER. 0 0 0 0 0 0 0 0 0 NEAL NEWMAN PRESIDENT 169857 0 0 0 0 0 0 0 17857 0 187714 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PRESENTED TO THE AUDIT COMMITTEE DURING THE PRESENTATION OF THE AUDITED FINANCIAL STATEMENTS. AFTER REVIEWING THE 990 AND ALL QUESTIONS HAVE BEEN ANSWERED THE RETURN IS ACCEPTED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF, DIRECTORS AND OFFICERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST. THE TRANSACTIONS AND ACTIVITIES OF THE ORGANIZATION ARE MONITORED ON AN ONGOING BASIS BY MANAGEMEMNT, THE BOARD OF DIRECTORS AND BOARD APPOINTED COMMITTEES. ANY CONFLICTS THAT ARISE ARE DEALT WITH ACCORDING TO THE ORGANIZATION'S DETAILED CONFLICT OF INTEREST POLICIES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS SET BY THE ORGANIZATION'S COMPENSATION COMMITTEE BASED UPON COMPARABLE COMPENSATION DATA FOR THE SAME POSITON FOR ORGANIZATIONS OF SIMILAR SIZE WITHIN OUR INDUSTRY. THE DECISION OF THE COMPENSATION COMMITTEE IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO BEING FINALIZED. THE COMPENSATION OF ALL OTHER STAFF IS DETERMINED VIA A FORMAL SALARY ADMINSTRATION PROCESS. A JOB DESCRIPTION IS ESTABLISHED FOR EACH POSITION INCLUDING KNOWLEDGE, SKILLS, AND EXPERIENCES REQUIRED TO PERFORM THE JOB. EACH POSITION IS PRICED ACCORDING TO MARKET DATA FOR LIKE POSITIONS AT SIMILAR SIZED ENTITIES. ANNUAL INCREASES ARE BASED ON MERIT MEASURED BY APPROPRIATE INDICATORS OF JOB PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 ALL OF THE ORGANIZATIONS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON DIRECT REQUEST OF THE ORGANIZATION.