2015-05-11T13:41:24-07:00 2014-06-30 Grant Thornton LLP 75 State Street 13th Floor Boston MA 02109 990 2013-07-01 042104397 WGBH Educational Foundation WGBH 6173002000 One Guest Street Boston MA 02135 Vinay Mehra CFO 2015-05-11 false Robert J Butler Jr 6178484990 2013 2016-02-25 16:41:14Z Jonathan C Abbott One Guest Street Boston MA 02135 210506141 false false X www.wgbh.org X 1951 MA WGBH enriches people's lives through programs and services that educate, inspire, and entertain, fostering citizenship and culture, the joy of learning, and the power of diverse perspectives. 36 32 1244 1160 437520 126045973 172270947 11584249 15257341 3918215 5667984 2542235 2233377 144090672 195429649 0 0 62017498 75045499 481185 289048 17608690 87090156 104332354 149588839 179666901 -5498167 15762748 525183425 568394562 218442433 223878744 306740992 344515818 X WGBH enriches people's lives through programs and services that educate, inspire, and entertain, fostering citizenship and culture, the joy of learning, and the power of diverse perspectives. false false 121880207 14867375 WGBH Boston has undertaken a wide range of activities that have led to its steady growth through the years as one of America's preeminent public media institutions. From its roots as a local public TV and radio station, WGBH grew to become PBS's single largest producer of content for television (prime-time and children's series) and the Web, as well as a major supplier of programs heard nationally on public radio and a pioneer in educational multimedia and in media access services for audiences with hearing or vision loss.In complex, uncertain times like these, the role WGBH and public media play is more mportant than ever: providing trusted, in-depth information and thoughtful perspective that empower citizens and families. WGBH is embracing these challenges with significantly expanded independent news and analysis, both locally and nationally, that tackle the big questions; with children's content that builds literacy, science, engineering, and math skills from pre-kindergarten through high school; with an ambitious new Web-based initiative that delivers trusted information on all things science. At the same time, we are transforming WGBH into a digital educational media powerhouse that welcomes both loyal and new audiences to experience and share our content at their convenience through our expanding digital and on-demand services. 121880207 true true false true false false false false false true true true false true false false false true false false true false false true true false false false false true true false false false false false false false false false true true false false false false true true true false false true 860 0 true 1244 true true false false false false true true false 0 false false false true false false false false false false X 36 32 true false false false false false false true true false false true true true true true true true true true false X Vinay Mehra 6173002443 One Guest Street Boston MA 02135 Jonathan C Abbott President & CEO 40.00 0.00 X X 462287 0 28539 Henry Becton Jr Vice Chair 24.00 0.00 X X 63408 0 11244 Richard M Burnes Jr Chairman 2.00 0.00 X X 0 0 0 Maureen Ruettgers Vice Chair 2.00 0.00 X X 0 0 0 Amy Abrams Trustee 1.00 0.00 X 0 0 0 Joseph E Aoun Trustee 1.00 0.00 X 0 0 0 Terrie F Bloom Trustee 1.00 0.00 X 0 0 0 Kim H Bottomly Trustee 1.00 0.00 X 0 0 0 Lynn B Dayton Trustee 0.00 0.00 X 0 0 0 Laura A DeBonis Trustee 1.00 0.00 X 0 0 0 Juan Enriquez Trustee 1.00 0.00 X 0 0 0 Robert E Gallery Trustee 1.00 0.00 X 0 0 0 Ann L Gund Trustee 1.00 0.00 X 0 0 0 Jackie Jenkins-Scott Trustee 1.00 0.00 X 0 0 0 Susan B Kaplan Trustee 1.00 0.00 X 0 0 0 Marjie B Kargman Trustee 1.00 0.00 X 0 0 0 David H Koch Trustee 1.00 0.00 X 0 0 0 Frederick M Lawrence Trustee 1.00 0.00 X 0 0 0 Sara Lawrence-Lightfoot Trustee 1.00 0.00 X 0 0 0 William A Lowell Trustee 1.00 0.00 X 0 0 0 Richard K Lubin Trustee 1.00 0.00 X 0 0 0 Oscar F Malcolm Trustee 1.00 0.00 X 0 0 0 Christopher J McKown Trustee 1.00 0.00 X 0 0 0 Cathy E Minehan Trustee 1.00 0.00 X 0 0 0 Paul R Murphy Trustee 1.00 0.00 X 0 0 0 Melinda A Rabb Trustee 1.00 0.00 X 0 0 0 Rafael Reif Trustee 1.00 0.00 X 0 0 0 John F Reno Trustee 1.00 0.00 X 0 0 0 Robert Sachs Trustee 1.00 0.00 X 0 0 0 Henri A Termeer Trustee 1.00 0.00 X 0 0 0 William N Thorndike Trustee 1.00 0.00 X 0 0 0 David T Ting Trustee 1.00 0.00 X 0 0 0 Tony Woodcock Trustee 1.00 0.00 X 0 0 0 Hans P Ziegler Trustee 1.00 0.00 X 0 0 0 Amos B Hostetter Jr Chair thru 0514 2.00 0.00 X X 0 0 0 Geoffrey Post Trustee 1.00 0.00 X 0 0 0 Benjamin Godley Exec VP & COO 40.00 0.00 X 370098 0 28446 Vinay Mehra CFO & Treasurer 40.00 0.00 X 296399 0 28307 Susan L Kantrowitz VP Gen Counsel 40.00 0.00 X 219360 0 26779 Eric Brass CorpCounsel Clk 40.00 0.00 X 129357 0 12900 John Bredar VP National Programming 40.00 0.00 X 237249 0 10139 David Fanning Exec Producer 40.00 0.00 X 298737 0 29355 Paula Apsell Sr Exec Producer 40.00 0.00 X 276430 0 28394 Alexis Rapo VP Broadband Inter 40.00 0.00 X 287586 0 17399 Suzanne Zellner VP Corp Sponsorshi 40.00 0.00 X 266581 0 27691 Winifred Lenihan VP Development 40.00 0.00 X 262887 0 28161 3170379 277354 110 false true false Rain Media Inc 121 West 27th St Ste 803 New York NY 10001 Program Production 2064613 Daynine Consulting 6200 Stonebridge Mall Road Pleasanton CA 94588 Software Implementat 1990948 Left Right Inc 39 West 19th Street 9th Floor New York NY 10011 Program Production 1846500 Goodhue Pictures Inc 23 East 17th Street New York NY 10003 Program Production 1569673 Kirk Documentary Group 99 Codman Road Brookline MA 02445 Program Production 1493336 98 25498546 58895 7380784 139332722 2808994 172270947 Caption Services 515100 2836028 2814578 21450 Design Services 352465 352465 Production Services 515100 673644 492856 180788 Program Grants & Contract 515100 11001544 11001544 Radio Services 515100 393660 205932 187728 15257341 626741 14 626727 0 2561196 2561196 576572 505711 70861 70861 70861 18421421 13380178 5041243 5041243 47540 4993703 791923 58895 1190603 -398680 -398680 0 0 0 195429649 14867375 437520 7853807 0 0 0 0 1924512 1924512 0 60865188 40938996 10725956 9200236 1365307 890183 275073 200051 6643391 4331503 1338468 973420 4247101 2769117 855679 622305 0 2537675 108884 2425987 2804 575132 575132 206600 206600 289048 289048 1032884 1032884 0 3314826 994035 1364168 956623 3833911 1563145 928110 1342656 2421611 1443706 628688 349217 0 4977175 3245127 1002769 729279 3572815 2916715 408312 247788 0 323987 168852 122478 32657 9679757 9679757 396569 55665 295478 45426 8030869 1441322 6583117 6430 913974 298970 615004 Program Acquisitions 37788856 37788856 Production Expenses 19941530 14840962 3782036 1318532 Admin Expenses 2472372 1722785 482359 267228 Direct Mail 1328420 63509 88843 1176068 983391 6297875 -5163406 -151078 179666901 121880207 40178004 17608690 7449794 2476983 14461364 14352562 76772585 116261893 10598677 10837932 0 0 133321794 135701389 0 2305412 1231236 247735149 77877786 171666080 169857363 21667711 25717056 47570677 54202394 0 0 39369331 37755754 525183425 568394562 33264645 38278757 9757418 11459970 175420370 174140017 218442433 223878744 X 189235373 195026761 87965837 117014666 29539782 32474391 306740992 344515818 525183425 568394562 15762748 22012078 X false true X true true true X 121600750 167329358 119159672 126045973 172270947 706406700 0 0 121600750 167329358 119159672 126045973 172270947 706406700 0 706406700 4436888 4099725 5354241 3487282 3764495 21142631 27119 -144227 1198 188876 11443 84409 465060 278885 996511 998256 791923 3530635 731164375 73121939 0.96610 0.95860 X Part II, Line 10--Part II, Line 10, Other IncomeGross receipts from special events related to the organization's charitable purpose. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false false false true 206600 206600 false false Part II-B, Line 1i - Other Activities Description Part II-B Description of Lobbying ActivityThe Foundation paid membership dues to a lobbying organization that provides services on behalf of its members. The amount paid is reported on line 1(i). 71399612 3675764 12142236 -2523994 -1032884 83660734 65219606 2181639 7196572 -2435481 -762724 71399612 63799626 1517103 2774735 -2309144 -562714 65219606 59687202 1205624 5921265 -2302271 -712194 63799626 56812691 349815 5597019 -2282072 -790251 59687202 0.44390 0.38820 0.16790 false false false 6716080 6716080 166221315 31662440 134558875 43028086 36824355 6203731 31769668 9390991 22378677 169857363 54202394 Beneficial interest in perpetual trust 1385415 Bond Issuance Cost 5841043 Brewster Radio License 2427000 Deferred Compensation 877949 Funds held under bond agreements 85 National Public Media, LLC 654066 Public Media Distribution, LLC 12128483 WCRB Radio License 14441713 37755754 219795094 22012078 657053 1696314 24365445 195429649 195429649 182020268 657053 1696314 2353367 179666901 179666901 Part V, Line 4: Intended uses of the endowment fund. Endowment fund is held to support future programs and services to fulfill the organization's mission. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Rental $505711 Special Event Direct $1190603 Part XII, Line 2d: Other expenses and losses per audited F/S Rental $505711 Special Event Direct $1190603 North America 0 0 Program Services Production Services 513000 Central America 0 0 Investments 25248000 Europe 0 0 Investments 2000000 27761000 27761000 true false true false false false X X X X X X X true Next Generation 312 E King St Malvern PA 19355 Consult Strateg false 698867 289048 409819 698867 289048 409819 MA NH CT RI Other Events 429692 58895 370797 666205 Auction 421126 421126 524398 850818 58895 791923 1190603 1190603 -398680 X X X X false false false false false false false true false false Alexis Rapo VP Broadband Inter 257586 15000 15000 17399 304985 Benjamin Godley Exec VP & COO 315098 40000 15000 10200 18246 398544 David Fanning Exec Producer 290757 7980 11151 18204 328092 John Bredar VP National Programming 202249 23000 12000 10139 247388 Jonathan C Abbott President & CEO 394787 50000 17500 10200 18339 490826 Paula Apsell Sr Exec Producer 269394 7036 10200 18194 304824 Susan L Kantrowitz VP Gen Counsel 209360 10000 8649 18130 246139 Suzanne Zellner VP Corp Sponsorshi 215864 5000 45717 8837 18854 294272 Vinay Mehra CFO & Treasurer 256399 25000 15000 10123 18184 324706 Winifred Lenihan VP Development 242887 20000 9993 18168 291048 Part I, Line 7: Non-Fixed payments not listed above Incentive payment is calculated based on meeting or exceeding revenue goals for certain fundraising or sales functions. Compensation determinations are based on performance, considered within the context of independent benchmark data for comparable positions at similar organizations and supported by relevant documentation. A Massachusetts Development 043431814 57583RYA7 2008-05-29 129932510 Refunded 12/10/07,3/30/06,8/11 false false false A 129932510 117195573 8196722 4540215 2008 true false true true A false false false false true A false false false true false false false true A true Part VI Part I, Line A (f)Refunded 12/10/07, 03/30/06, 08/11/05, 04/10/02Rebate Date: 5/29/2013 Amy Abrams Trustee 189650 Abrams Investmnt Fee false Laura DeBonis Trustee 365123 Baupost Investmn Fee false Benjamin Godley Exec VP COO 118855 Software Service Fee false Schedule L, Part V Supplemental Information Part IV, Line 1Amy Abrams is a WGBH trustee. WGBH had an investment in Abrams Capital Partners for a portion of the year. Ms. Abrams' husband is the managing partner of Abrams Capital Partners. During the year, WGBH paid management fees and the transactions were at arm's length and in the ordinary course of business to Abrams Capital Partners totaling $189,650.Part IV, Line 2Laura Debonis is a WGBH trustee. Her spouse was a managing director of the Baupost Group, LLC for a portion of the year. WGBH has an investment with Baupost Group, LLC. During the year, WGBH paid management fees and the transactions were at arm's length and in the ordinary course of business to Baupost Group, LLC totaling $365,123.Part IV, Line 3Benjamin Godley, Executive Vice President and Chief Operating Officer, serves as a non-paid director on WGBH's behalf on the board of RoundCorner, Inc. WGBH has an equity investment in RoundCorner software. WGBH utilizes software created by RoundCorner, Inc. and paid fee for software services received during the year totaling $118,855 and the transactions were at arm's length and in the ordinary course of business. 168 68385 selling price X 1096 selling price X 1 31300 selling price X 108 2376515 MMV X 80 22951 selling price X 461 59448 selling price X Gift Certificat 108 20717 selling price X Tickets 173 19236 selling price X Travel 277 143294 selling price X Other 411 66052 selling price false true true Part I, Line 32, Hire and Use of Third Parties Part I, Line 32 - Hire and use of Third PartiesAutomobiles are donated to WGBH through a third party organization which provides disposition services and forwards proceeds and detailed reporting to WGBH. Form 990, Part VI, Line 11b: Form 990 Review Process The Form 990 was prepared by the organization's management and reviewed in detail by tax advisors from a national accounting firm. The Chief Financial Officer reviewed Form 990 prior to it being presented to the audit committee. The audit committee reviewed the form 990 and approved for submission to the Internal Revenue Service. Prior to the final form being electronically submitted to the Internal Revenue Service, a copy was provided to all members of the board of trustees. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts The organization maintains a written conflict of interest policy which is updated and disseminated to all employees and trustees annually. The Chief Compliance Officer of the organization requires that each key employee, officer and trustee complete a conflict of interest disclosure form annually In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the interest and be given the opportunity to disclose all material facts describing the nature of the affiliation, and indicating whether he or she has or may have a conflict of interest involving any financial transaction of WGBH. In the event there is a change in the information submitted in the disclosure statement, the person submitting it is to promptly submit written notification of the change. At the conclusion of the fiscal year prior to the submission of the Form 990, a governing body member is required to disclose any conflicts of interest that may have existed during the prior fiscal year using the provided questionnaire. During fiscal year 2014, a trustee of the Foundation was married to a key employee of a third party of which we held an investment position. The trustee did not serve on the Foundation's investment committee and thus had no direction or control over the Foundation's strategic investment decisions. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The organization's compensation committee of the board of trustees is an independent committee, the members of which each year verify that they do not have any conflicts of interest with respect to the compensation paid to the Chief Executive Officer and top management employees. This committee reviewed the Chief Executive Officer's annual goals and performance, and determined the Chief Executive Officer's compensation package. The committee also reviewed and approved the compensation package for all executive leaders that was prepared by the CEO and COO. The committee utilized third party data to benchmark comparable compensation packages for the CEO and other key executive roles in functionally comparable positions and similar sized organizations. The compensation review is an annual process and is documented each year in the compensation committee minutes, in which the deliberation and decisions regarding the compensation arrangements for the CEO and the executive leadership team are recorded. The compensation committee reports on its meetings and actions to the full board of trustees or the executive committee of the board. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees See explanation for Form 990, Part VI, Line 15a above. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The Organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request. Form 990, Part IV, Line 12 Question: Audited Financial Statements As the organization and its subsidiaries meet the GAAP requirements for consolidation, the organization received consolidated audited financial statements for the year for which it is completing the return. An independent auditing firm conducted the audit of the financial statements. The audited financial statements were prepared in accordance with GAAP. Form 990, Part VI, Line 16(b) Question: Written policy or procedure on joint venture participationThe organization consults with legal counsel while evaluating its participation in new joint venture agreements to ensure the organization does not engage in activities that could jeopardize its tax-exempt status. Form 990, Part VI, Sec A, Line 2, Public Media Distribution Company WGBH's CEO & President, Jonathan Abbott and CFO, Vinay Mehra are both board members for the Public Media Distribution Company. During this filing's time period, WGBH provided rental space and administrative support services to the Public Media Distribution Services. Form 990, Part VII, Section A. Officers Amos B. Hostetter, Jr. served as the Chairman of the Board of the Trustees through May 2014. Form 990, Schedule K, Part II, Line 5 Issuance costs from proceeds Information on Tax Exempt Bonds (Sch K)Issuance Costs from proceedsMassachusetts Development Finance AgencyCost of Issuance...........................$ 1,359,014.Underwriter Discount....................... 650,308.Credit enhancement......................... 4,540,215.Swap termination fee....................... 6,187,400. ______________ 12,736.937. ============== BTL Music Inc One Guest Street Boston MA 02135 043538634 Music rights MA 501(c)(3) 11b WGBH true Listen to the Lion Music Inc One Guest Street Boston MA 02135 043538632 Music rights MA 501(c)(3) 11b WGBH true Great Blue Hills Music Inc One Guest Street Boston MA 02135 043312068 Music rights MA 501(c)(3) 11b WGBH true WGBH Music Inc One Guest Street Boston MA 02135 043312069 Music rights MA 501(c)(3) 11b WGBH true Public Television Playhouse Inc One Guest Street Boston MA 02135 521224699 Program distribution MA 501(c)(3) 11b WGBHKCETWNET true Public Radio International 401 2nd Ave North Ste 500 Minneapolis MN 55401 411425271 Radio network MN 501(c)(3) 7 WGBH false Public Media Distribution Company 2100 Crystal Drive Arlington VA 22202 263659281 Distribution VA PBS Related 15491865 12128482 false false 0.40000 National Public Media 156 West 56th St Ste 903 New York NY 10019 261156765 Underwriting DE NPR Related 48998 654066 false false 0.18000 RoundCause LLC 2075 Allston Way Ste 202 Berkeley CA 94704 450601808 Application DE RoundCorner unrelated false false 0.40000 true true true false false false true false false true false false true false false false false false false Public Television Playhouse Inc a 84905 cash Public Radio International b 599876 cash Public Radio International c 3316680 cash Public Media Distribution Company g 795746 cash Public Media Distribution Company j 242720 cash RoundCause LLC m 118855 cash