2015-10-21T10:04:29-05:00 2015-06-30 042734675 DANIEL DENNIS & COMPANY LLP 990 WASHINGTON STREET STE 308A DEDHAM MA 02026 990 2014-07-01 222579809 TWO TEN FOOTWEAR FOUNDATION INC TWOT 7817361524 1466 MAIN STREET WALTHAM MA 02451 ELBA MARCILLO CFO 7817361524 2015-10-16 P01430775 6172629898 2015-10-08 2014 2016-02-25 16:41:14Z ELBA MARCILLO 1466 MAIN STREET WALTHAM MA 02451 10379752 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. 44 43 20 0 0 -864 3927251 4428274 0 0 1238898 2185547 -95620 41915 5070529 6655736 2226455 2376700 0 0 1321391 1466415 0 0 650222 1154212 1164724 4702058 5007839 368471 1647897 39132046 39016894 523247 367349 38608799 38649545 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 3028666 2376700 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 FY15, THE TWO TEN, FOUR PERSON, SOCIAL SERVICES TEAM ASSISTED 1,265 FOOTWEAR FAMILIES WITH EMERGENCY ASSISTANCE. TWO TEN RECEIVED CALLS FROM A TOTAL OF 2,287 FOOTWEAR WORKERS AND THEIR FAMILIES AND 99% 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 FY15, 70% OF CALLERS WERE FEMALE AND 30% OF CALLERS WERE MALE. THE THREE LARGEST AGE GROUPS WHO CALLED WERE BETWEEN THE AGES OF 18-24 (38%), BETWEEN THE AGES OF 25-34 (22%), AND 14% OF CALLERS FELL BETWEEN THE AGES OF 35-42.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: EMERGENCY ASSISTANCE, HOUSING, UTILITIES, CAR REPAIRS, NATURAL DISASTER RELIEF, COUNSELING AND INFORMATION REFERRALS. IN FY15, TWO TEN PROVIDED FUNDS TO PAY THE RENT OR MORTGAGE OF 687 FAMILIES TO PREVENT EVICTION OR FORECLOSURE. WE ASSISTED 669 FAMILIES WITH EMERGENCY UTILITY SUPPORT AND CAR PAYMENTS OR CAR REPAIRS FOR 416 FAMILIES SO THEY COULD CONTINUE TO USE THEIR CAR TO GET TO WORK. TWO TEN ALSO HELPED WITH 52 CRISIS CASES WHICH INCLUDE FUNERAL BILLS AND EMERGENCY COSTS WHEN AN INDIVIDUAL WAS DISPLACED DUE TO A FIRE, FLOOD AND NATURAL OR COMMUNITY 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 SAID 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 FY15, TWO TEN GAVE 31 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 379 INDIVIDUALS. THE REASON MOST CITED BY THOSE NEEDING ASSISTANCE WAS "EMPLOYMENT ISSUES", FOLLOWED BY "HEALTH" AND "FAMILY ISSUES." TWO TEN PROVIDES RESOURCES FOR SHOEPEOPLE FROM 45 STATES ACROSS THE COUNTRY, BUT THE TOP FIVE STATES THAT WE RECEIVED CALLS FROM WERE TENNESSEE, MICHIGAN, INDIANA, CALIFORNIA AND PENNSYLVANIA. EDUCATION EXPENSEAS PART OF OUR COMMITMENT TO STRENGTHENING THE FOOTWEAR INDUSTRY, TWO TEN FOOTWEAR FOUNDATION OFFERS FOOTWEAR EMPLOYEES AND THEIR FAMILIES HIGHER EDUCATION SCHOLARSHIPS BASED ON FINANCIAL NEED, ACADEMIC ABILITY AND PERSONAL PROMISE. IN FY15, TWO TEN FUNDED 346 STUDENTS WITH $766,887 IN COLLEGE TUITION. OVER 75% OF THE STUDENTS ARE ATTENDING TWO-YEAR AND FOUR-YEAR PUBLIC UNDERGRADUATE UNIVERSITIES AND COLLEGES ACROSS THE COUNTRY, WHILE 17% ARE ATTENDING PRIVATE SCHOOLS. THE REMAINING 8% OF STUDENTS ARE ATTENDING ACCREDITED VOCATIONAL/TECHNICAL SCHOOLS. SCHOLARSHIP FUNDS WERE AWARDED TO 259 RENEWAL SCHOLARS AND 87 NEW SCHOLARS. MOST STUDENTS RECEIVED AN AVERAGE AWARD OF $2,500 WITH THE OPPORTUNITY TO RENEW ANNUALLY, PROVIDED THAT THEY MAINTAIN A REQUIRED GPA OF AT LEAST 2.5. AS OF JULY 2015, ALL NEW SCHOLARSHIP AWARDS WILL AVERAGE $3,000 PER ANNUM, RENEWABLE FOR THREE YEARS. TWO TEN ALSO PROVIDES A SCHOLARSHIP FOR MILITARY VETERANS, CALLED THE FOOTWEAR WARRIORS ENDOWED SCHOLARSHIP. THIS SCHOLARSHIP IS MADE AVAILABLE TO THE MEN AND WOMEN WHO HAVE SERVED OUR U.S. MILITARY AND ARE CURRENTLY WORKING IN THE FOOTWEAR INDUSTRY.WITH THE COST OF HIGHER EDUCATION SOARING, TWO TEN SCHOLARSHIPS HELP EASE THE BURDEN FOR THOSE FOOTWEAR FAMILIES SENDING THEIR CHILDREN TO COLLEGE. TO BE ELIGIBLE TO APPLY AND BE CONSIDERED FOR A TWO TEN SCHOLARSHIP, THE APPLICANT MUST BE WORKING WITHIN THE FOOTWEAR INDUSTRY FOR A MINIMUM OF TWO YEARS, OR THE CHILD OF A PARENT WORKING IN THE INDUSTRY FOR THE SAME DURATION. THE SCHOLARS WORKING IN THE FOOTWEAR INDUSTRY COMPRISED 27% OF THE TOTAL POOL, WHILE THE REMAINING 73% HAD PARENTS WORKING IN THE FOOTWEAR INDUSTRY. AS A NOTE, 49% OF SCHOLARS' FAMILIES COULD NOT CONTRIBUTE ANYTHING TO THEIR CHILD'S EDUCATION EXPENSES. TWO TEN ALSO OFFERS A SPECIALTY SCHOLARSHIP FOR THOSE PURSUING EDUCATION IN THE AREA OF FOOTWEAR DESIGN; 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 (ISTS). AFTER ISTS PRESENTS THE COMPLETED APPLICATIONS, TWO TEN SCHOLARSHIP STAFF RANKS 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. TWO TEN THEN SELECTS THE TOP STUDENTS FROM THE NEW POOL AND THOSE WHO MAINTAINED ELIGIBILITY FROM THE RENEWAL POOL UNTIL THE ENDOWMENT HAS BEEN SPENT. 136832 COMMUNITY BUILDING (FORMERLY MEMBER AND EDUCATION):TWO TEN FOOTWEAR FOUNDATION IS DEDICATED TO BUILDING A STRONGER FOOTWEAR COMMUNITY BY OFFERING A SERIES OF NATIONAL EDUCATIONAL PROGRAMS AND NETWORKING EVENTS, DESIGNED TO PROVIDE OPPORTUNITIES TO ENGAGE WITH AND LEARN FROM FELLOW MEMBERS OF THE FOOTWEAR INDUSTRY. THERE ARE TWO DIFFERENT COMMUNITY INITIATIVES, EACH OFFERING DIFFERENT ACTIVITIES AND OUTCOMES BASED ON THE INDIVIDUAL NEEDS OF ITS TARGETED CONSTITUENTS; THESE GROUPS INCLUDE THE WOMEN IN FOOTWEAR INDUSTRY (WIFI) GROUP AND FOOTWEAR CARES . ADDITIONALLY, TWO TEN HAS DEPLOYED TWO ENGAGEMENT STRATEGIES THAT SERVE THE FOOTWEAR COMMUNITY MORE BROADLY THROUGH LEADERSHIP DEVELOPMENT AND NETWORKING OPPORTUNITIES. 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'15, WIFI CHAPTERS HELD A TOTAL OF 12 DIFFERENT EVENTS THAT WERE ATTENDED BY 877 WOMEN. IN EACH INSTANCE, TOPIC MATTER AND PROGRAM FORMAT WAS DESIGNED 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.AS ONE OF TWO TEN'S FAST GROWING COMMUNITY BUILDING EVENTS, FOOTWEAR CARES PROVIDES AN OPPORTUNITY FOR OUR INDUSTRY TO JOIN TOGETHER IN COMMUNITY SERVICE IN A WAY THAT WILL FOREVER CHANGE LIVES; THEIR OWN AND THE LIVES OF THE PEOPLE THEY TOUCHED. 7,000 FOOTWEAR CARES VOLUNTEERS FROM 110 COMPANIES WORKED IN 22 STATES TO ASSEMBLE, PACK OR PREPARE 540,000 MEALS FOR VULNERABLE POPULATIONS; DISTRIBUTE 12,570 PAIRS OF SHOES AND 3,256 OUTFITS TO LOW-INCOME CHILDREN; AND ENHANCE 100 ACRES OF LAND AND PARKS THROUGH ENVIRONMENTAL PROJECTS. THESE INCREDIBLE RESULTS WERE ACCOMPLISHED BY COMPASSIONATE FOOTWEAR COMPANIES AND INDIVIDUALS, WORKING HAND-IN-HAND ACROSS THE NATION. THE PROGRAM ALSO PROVIDED TWO TEN WITH A VALUABLE PLATFORM TO INCREASE THE KNOWLEDGE AND AWARENESS OF THE FOUNDATION, ITS MISSION, PROGRAMS AND SERVICES WITH VOLUNTEERS, WHILE CREATING POSITIVE CHANGE IN THE LIVES OF THOSE WE COLLECTIVELY HELPED.LEADERS IN FOOTWEAR TOMORROW (LIFT) IS A NEW PROGRAM (CURRENTLY IN BETA) DESIGNED TO ATTRACT THE FOOTWEAR PROFESSIONALS BY PROVIDING LEADERSHIP DEVELOPMENT, NETWORKING AND COMMUNITY SERVICE EVENTS. LIFT WILL PROVIDE RICH OPPORTUNITIES FOR ENGAGEMENT, BUT FOR A WIDER GROUP OF FOOTWEAR INDUSTRY PROFESSIONALS TO EXPERIENCE. AS IS THE MISSION OF ANY TWO TEN PROGRAM, LIFT WILL HELP TO RAISE AWARENESS OF AND ADVOCACY FOR TWO TEN.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'15, THE ANNUAL HR LEADERSHIP SUMMIT WAS FOCUSED ON HOW DISRUPTIVE THINKING CAN POSITIVELY IMPACT AN ORGANIZATION AND WAS ATTENDED BY 65 INDUSTRY PROFESSIONALS. THE CONFERENCE PROVIDED TWO TEN WITH A PLATFORM TO FURTHER EDUCATE AND ENGAGE HR PROFESSIONALS ABOUT THE FOUNDATION'S PROGRAMS AND SERVICES, SCHOLARSHIPS OFFERINGS AND THE COMMUNITY GROUPS AVAILABLE TO MEMBERS OF THE FOOTWEAR INDUSTRY. 438322 INDUSTRY EDUCATION (FORMERLY LEADERSHIP DEVELOPMENT): $438,322THE 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'15, 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'15, TWO TEN INCORPORATED OUTREACH INTO 133 CORPORATE VISITS BY MAKING PRESENTATIONS TO 5,795 AMERICAN FOOTWEAR WORKERS. THE FOUNDATION ALSO ATTENDED 16 INDUSTRY CONFERENCES AND EIGHT 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 TARGETED AUDIENCES THROUGH PRINT, DIGITAL AND IN-PERSON PRESENTATIONS. 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 THE FOOTWEAR COMMUNITY'S AWARENESS OF AND ENGAGEMENT WITH THE FOUNDATION.TWO TEN HOSTED ITS ANNUAL GALA DURING FY'15. ATTENDED BY 1,600 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'15. 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 AND NEW VISITORS TO ITS WEB PLATFORM. APPLICATIONS FOR TWO TEN'S SCHOLARSHIP OFFERINGS, INTAKE CALLS AND ATTENDANCE AT COMMUNITY GROUP EVENTS HAVE GROWN AS A RESULT OF THIS EFFORT. 3603820 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 0 0 1 20 1 0 0 0 0 0 1 1 0 0 X 44 43 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 KEVIN BAILEY 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 LOUISE CAMUTO DIRECTOR 1.00 X 0 0 0 BEVERLY GOLDBERG DIRECTOR 1.00 X 0 0 0 BETH CROSS 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 ROBERT DEMARTINI DIRECTOR 1.00 X 0 0 0 LESLIE GALLIN 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 JOEL OBLONSKY DIRECTOR 1.00 X 0 0 0 DAVID SHARP DIRECTOR 1.00 X 0 0 0 NEAL NEWMAN PRESIDENT 37.50 X 207551 0 23878 207551 0 23878 2 0 1 0 MANHATTAN CENTER STUDIO INC 311 WEST 34TH STREET NEY YORK NY 10001 EVENT PLANNING 140000 1 2076395 2351879 4428274 1704638 1704638 3150000 2669091 480909 480909 480909 1089527 2076395 1054925 34602 34602 MISCELLANEOUS 900099 7313 7313 7313 6655736 7313 0 2220149 2376700 2376700 573492 191399 206856 175237 650346 451707 17034 181605 32341 16929 6871 8541 96034 57518 21087 17429 114202 62580 17604 34018 4233 4233 29605 29605 99112 99112 32013 32013 20555 5961 9714 4880 74654 46700 7705 20249 74160 32202 14348 27610 129284 129284 23676 14228 2675 6773 CONSULTING EXPENSE 129935 64839 10683 54413 BUILDING REPAIRS AND EX 122647 86012 11798 24837 STRATEGIC PLANNING 75955 35040 883 40032 PRINTING AND PRODUCTION 62667 41375 958 20334 286228 88617 163347 34264 5007839 3603820 753797 650222 225943 155731 1024083 995137 63304 297375 3936039 1694601 2343856 2241438 22033438 19859437 13441422 15467776 39132046 39016894 114608 71377 307493 193855 101146 102117 523247 367349 X 8865167 7944939 4557620 4332578 25186012 26372028 38608799 38649545 39132046 39016894 1647897 -1607151 0 X 0 1 X 1 0 X 2849594 5896932 3244363 3826293 4462876 20280058 2849594 5896932 3244363 3826293 4462876 20280058 20280058 496531 584147 674925 1055344 1704638 4515585 5042 4422 2845 5338 7313 24960 24820603 219398 0.81710 0.84490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30573816 1186016 -225042 31534790 26867714 1244684 2788645 -327227 30573816 25713572 234664 1522252 -602774 26867714 25566291 1670564 -786774 -736509 25713572 23461311 314231 2581286 -790537 25566291 0.02000 0.83000 0.15000 0 0 546867 546867 2887986 1295433 1592553 501186 399168 102018 2241438 ALTERNATIVE HEDGE FUND 15467776 F 15467776 ANNUITIES PAYABLE 102117 102117 X 5048585 -1607151 -1607151 6655736 0 6655736 5007839 0 5007839 0 5007839 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 2014 RETURNS AND BELIEVES THEY ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED IF EXAMINED BY FEDERAL OR COMMONWEALTH TAX AUTHORITIES. THE FOUNDATION'S 2011 THROUGH 2013 TAX YEARS REMAIN SUBJECT TO TAX EXAMINATION BY FEDERAL AND COMMONWEALTH TAX AUTHORITIES ANNUAL DINNER 2777927 1902224 875703 840280 NEW YORK GOLF OUTING 57928 30211 27717 22965 3 330066 143960 186106 191679 3165921 2076395 1089526 1054924 1054924 34602 ELBA MARCILLO 1466 MAIN STREET WALTHAM MA 02451 1 RELIEF PAYMENTS 3900 1609014 BOOK SCHOLARSHIPS 730 767686 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 207551 0 0 0 0 0 0 0 23878 0 231429 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.