2015-11-12T16:02:44-06:00 2014-12-31 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 021293742 990 2014-01-01 042736718 TRINITY BOSTON FOUNDATION INC TRIN 6175360944 C/O TRINITY CHURCH 206 CLARENDON ST BOSTON MA 02116 GEOFFREY W SMITH TREASURER 6175360944 2015-11-12 1 LYNNE JOHNSON P00757336 6179129000 2014 2016-04-25 22:37:26Z LOUISE PACKARD C/O TRINITY CHURCH 206 CLARENDON ST BOSTON MA 02116 2026423 0 X WWW.TRINITYINSPIRES.ORG X 1981 MA TRINITY BOSTON FOUNDATION'S (TBF) MISSION IS TO CHANGE THE ODDS FOR BOSTON YOUTH BY OFFERING INNOVATIVE PROGRAMS THAT EMPOWER YOUTH AND THEIR FAMILIES, INCREASE COLLABORATION AND COORDINATION WITHIN THE NON-PROFIT SECTOR, AND BUILD PUBLIC APPETITE TO CREATE POSITIVE, LASTING, SOCIAL CHANGE. TBF ALSO SUPPORTS CULTURAL, ART, AND MUSIC PROGRAMS SPONSORED BY TRINITY CHURCH AS WELL AS THE PRESERVATION OF TRINITY CHURCH'S BUILDINGS. 22 22 0 210 0 0 1563187 1786161 168488 44497 128 -1092 122362 90368 1854165 1919934 19148 2591 0 0 1299011 1629851 0 0 182469 462966 370021 1781125 2002463 73040 -82529 304210 379659 34925 192903 269285 186756 OUTREACH PROGRAMS IN THE CITY OF BOSTON, INCLUDING INNOVATIVE PROGRAMS TO EMPOWER YOUTH AND FAMILIES, AND BUILD PUBLIC INTEREST AND COMMITMENT TO CREATE POSITIVE, LONG-LASTING SOCIAL CHANGE. 0 0 563355 2591 5931 TRINITY EDUCATION FOR EXCELLENCE PROGRAM (TEEP), IS A TUITION-FREE, OUT-OF-SCHOOL TIME PROGRAM FOR BOSTON PUBLIC MIDDLE AND HIGH SCHOOL STUDENTS, WITH A SOLE ENTRY POINT FOR RISING SEVENTH GRADERS. PROGRAMMING SETS THE BAR HIGH FOR ACADEMIC ACHIEVEMENT AND PROMOTES THE DEVELOPMENT OF LIFE AND LEADERSHIP SKILLS WHILE ENCOURAGING COLLEGE ACCESS AND SUCCESS. 621315 15388 TRINITY BOSTON COUNSELING CENTER (TBCC) SERVES THE MENTAL HEALTH NEEDS OF INDIVIDUALS, FAMILIES, AND YOUTH-SERVING BOSTON AGENCIES BY PROVIDING TRAUMA-INFORMED CLINICAL AND THERAPEUTIC COUNSELING AND MENTORING SERVICES INCLUDING: INDIVIDUAL COUNSELING, TRAINING AND WORKSHOPS, CRISIS CONSULTING, EMBEDDED CLINICIANS AND LIFE COACHES, SUPPORT GROUPS, AND AN INTERNSHIP PROGRAM. 219218 4007 SOLE TRAIN: BOSTON RUNS TOGETHER IS A NON-COMPETITIVE RUNNING AND MENTORING PROGRAM. SOLE TRAIN RUNNERS LEARN THAT SEEMINGLY IMPOSSIBLE GOALS CAN BE ACHIEVED WHEN THEY IDENTIFY THE NECESSARY STEPS THAT NEED TO BE TAKEN, ATTAIN SUPPORT, AND DEVELOP SELF-CONFIDENCE. RUNNERS ARE COACHED ON TRANSFERRING THESE SKILLS TO OTHER AREAS OF THEIR LIVES TO REACH THEIR FULL POTENTIAL. PERSONAL DISCIPLINE, PERSEVERANCE, AND RESPONSIBILITY ARE CONNECTED TO ACHIEVING INDIVIDUAL AND COLLECTIVE GOALS. 1403888 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 22 22 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 0 1 0 0 MA X JOAN MANSFIELD ROBERTS 6175360944 C/O TRINITY CHURCH IN THE CITY OF BOSTON MA 02116 ALEX BURKE DIRECTOR, CHAIR 1.20 X X 0 0 0 RONALD AKIE DIRECTOR, VICE CHAIR 1.20 X X 0 0 0 GEOFFREY SMITH DIRECTOR, TREASURER 1.20 X X 0 0 0 PHILIP RUEPPEL DIRECTOR, ASSISTANT TREASURER 1.20 X X 0 0 0 COLIN ZICK DIRECTOR, CLERK 1.20 X X 0 0 0 OAKES HUNNEWELL DIRECTOR 1.20 X 0 0 0 CHRIS O'BRIEN DIRECTOR 1.20 X 0 0 0 CHRISTINE MCCORMICK DIRECTOR 1.20 X 0 0 0 BARBARA BAUMAN DIRECTOR 1.20 X 0 0 0 DALE BEARDEN DIRECTOR 1.20 X 0 0 0 TERESA RODRIGUEZ DIRECTOR 1.20 X 0 0 0 PAMELA VOSS DIRECTOR 1.20 X 0 0 0 JAN BEAVEN DIRECTOR 1.20 X 0 0 0 COLIN DIVER DIRECTOR 1.20 X 0 0 0 SUSAN HALBY DIRECTOR 1.20 X 0 0 0 JUDITH KING DIRECTOR 1.20 X 0 0 0 MICHAEL PARKER DIRECTOR 1.20 X 0 0 0 KATHLEEN SHEEHAN DIRECTOR, VESTRY LIAISON 1.20 X 0 0 0 SAM THAYER DIRECTOR, VICE CHAIR 1.20 X X 0 0 0 THE VERY REV SAMUEL LLOYD III DIRECTOR, RECTOR 1.20 X 0 0 0 PETER GUNNESS DIRECTOR 1.20 X 0 0 0 DAVID WRIGHT DIRECTOR 1.20 X 0 0 0 CAMILLA BENNETT DIR., PRESIDENT (UNTIL MAR. 2014) 1.20 X 0 0 0 JON CARSON DIRECTOR (UNTIL OCT. 2014) 1.20 X 0 0 0 LIBBY ROBERTS DIR. VESTRY LIAISON(UNTIL OCT. 2014) 1.20 X 0 0 0 LOUISE PACKARD EXECUTIVE DIRECTOR 40.00 X 138307 0 42090 138307 0 42090 1 0 1 0 0 268371 1517790 99485 1786161 MINISTRY INCOME - TBF 900099 19171 19171 TBCC INCOME 624110 15388 15388 TEEP INCOME 611710 5931 5931 SOLE TRAIN INCOME 621300 4007 4007 44497 15 15 1107 -1107 -1107 -1107 24750 268371 105382 -80632 -80632 TRANSFER OF FUNDS FOR 900099 171000 171000 171000 1919934 215497 0 -81724 2591 2591 180153 113781 66372 1085497 870737 134727 80033 80907 62747 10914 7246 203827 175905 13661 14261 79467 65465 7843 6159 8156 8156 930 930 10400 10400 86604 76982 1224 8398 26002 9502 16500 24108 24108 86000 46000 40000 764 764 24679 9176 15503 8407 4969 3438 SUMMER PROGRAM 30079 30079 LEADERSHIP DEV PROGRAM 16186 16186 DMC 15351 15351 FUEL 12960 12960 19395 4474 14921 2002463 1403888 416106 182469 300073 349148 25000 4137 5511 304210 379659 15595 12913 16618 140665 19330 22707 34925 192903 X 142948 67097 126337 119659 269285 186756 304210 379659 -82529 0 X 0 1 X 1 0 X X 1 TRINITY CHURCH IN THE CITY OF BOSTON 041913340 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 0 DUE TO TRINITY CHURCH 22707 22707 X 2200564 174141 174141 2026423 -106489 -106489 1919934 2283093 174141 106489 280630 2002463 0 2002463 PART IV, LINE 2B: THE FOUNDATION ACTS AS A FISCAL AGENT FOR ALL OUR CHILDREN. THE FOUNDATION MANAGES A GRANT FROM TRINITY CHURCH WALL STREET FOR PROGRAMS OF ALL OUR CHILDREN. PART X, LINE 2: THE FOUNDATION FOLLOWS THE FASB ASC 740, "INCOME TAXES", WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FOUNDATION RECOGNIZES A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD NO MATERIAL UNCERTAINTIES IN INCOME TAXES AS OF DECEMBER 31, 2014 AND 2013. THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2011. THE FOUNDATION WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B -105,382. LOSS FROM SALE OF SECURITIES NETTED WITH EXPENSES ON AUDITED FS -1,107. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B 105,382. LOSS FROM SALE OF SECURITIES NETTED WITH EXPENSES ON AUDITED FS 1,107. 1 MA BOSTONIANS FOR YOUTH 293121 268371 24750 53890 51492 293121 268371 24750 53890 51492 105382 -80632 X X X 0 0 0 0 0 0 0 0 0 LOUISE PACKARD EXECUTIVE DIRECTOR 138169 0 0 0 138 0 12640 0 29450 0 180397 0 0 0 PART I, LINE 1A THE VERY REVEREND SAMUEL LLOYD III, RECTOR OF TRINITY CHURCH IN THE CITY OF BOSTON (THE "CHURCH"), SERVES AS A DIRECTOR OF THE ORGANIZATION SOLELY BY VIRTUE OF HIS POSITION WITH TRINITY CHURCH. ACCORDINGLY, AS THE CHURCH IS NOT REQUIRED TO REPORT THE COMPENSATION OF ITS PRIESTS, THE VERY REVEREND SAMUEL LLOYD III'S COMPENSATION AS THE RECTOR IS NOT REPORTED WITH RESPECT TO HIS UNPAID POSITION AS A DIRECTOR OF THE FOUNDATION, WHICH IS AN AFFILIATE OF THE CHURCH. X 9 50485 FMV X RUNNING GEAR 1 49000 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS ABOVE REPRESENTS THE NUMBER OF DONORS DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS ARE THOSE PERSONS SERVING FROM TIME TO TIME AS THE WARDENS AND VESTRY OF TRINITY CHURCH IN THE CITY OF BOSTON. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS HAVE THE RIGHT TO ELECT THE DIRECTORS, APPROVE OPERATING AND CAPITAL BUDGETS, AND AMEND CERTAIN PROVISIONS OF THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B BY LAW, THE MEMBERS HAVE THE RIGHT TO APPROVE CERTAIN FUNDAMENTAL CORPORATE TRANSACTIONS, SUCH AS MERGERS, DISSOLUTIONS, AND SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, TREASURER, AND CLERK OF THE ORGANIZATION, AND THE VESTRY, AND IT IS CIRCULATED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ABIDES BY THE CONFLICT OF INTEREST POLICY (FORM 990) OF ITS CONTROLLING ENTITY TRINITY CHURCH IN THE CITY OF BOSTON. THIS REQUIRES ANNUAL DISCLOSURE OF ALL POTENTIAL CONFLICTS OF INTEREST OF ANY INTERESTED INDIVIDUALS FROM APPLICABLE BOARD VOTES. ONCE COMPLETED, THE ANNUAL FORMS ARE ALSO REVIEWED BY THE CLERK AND VESTRY OF TRINITY CHURCH IN THE CITY OF BOSTON. FORM 990, PART VI, SECTION B, LINE 15A IN 2007, THE COMPENSATION OF THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER WAS REVIEWED BY A COMPENSATION COMMITTEE CONSISTING OF THE CHAIRMAN OF THE BOARD OF TRUSTEES, THE CLERK, AND AN ADDITIONAL MEMBER OF THE BOARD. THE COMMITTEE CONSIDERED DATA GATHERED FROM IRS FORM 990 POSTED TO WWW.GUIDESTAR.ORG FOR COMPARABLE ORGANIZATIONS AND DETERMINED THAT THE COMPENSATION WAS REASONABLE BASED ON THE COMPARABLE DATA AND THE WORK PERFORMED BY THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D) AT ITS PRINCIPAL OFFICE AT 206 CLARENDON ST. BOSTON, MA. IN ADDITION, FORM 990 ALSO IS AVAILABLE AT WWW.GUIDESTAR.ORG AND ON THE MASSACHUSETTS OFFICE OF ATTORNEY GENERAL'S WEBSITE. FORM 990, PART I, LINE 6 VOLUNTEERS ASSISTED IN TUTORING, MENTORING, EVENT SUPPORT (TICKET SALES, WILL CALL), ADMINISTRATIVE DUTIES SUCH AS MAILINGS. TRINITY CHURCH IN THE CITY OF BOSTON 206 CLARENDON ST BOSTON MA 02116 041913340 RELIGIOUS ORGANIZATION MA 501(C)3 LINE 1 N/A 0 0 0 1 1 1 0 0 0 0 0 1 1 1 1 1 1 1 1 1