2014-05-15T13:27:31-05:00 2013-06-30 042513210 G T REILLY & COMPANY 424 ADAMS STREET MILTON MA 02186 990 2012-07-01 222485502 CATHOLIC SCHOOLS FOUNDATION INC CATH 6177785981 260 FRANKLIN STREET NO 630 BOSTON MA 02110 BRIAN J GALLAGHER 6177785981 2014-05-07 1 LINDA KRAMER CPA P00028882 6176968900 2014-04-22 2012 2015-11-30 17:44:51Z BRIAN J GALLAGHER 260 FRANKLIN STREET NO 630 BOSTON MA 02110 38958037 0 X CSFBOSTON.ORG X 1983 MA PROVIDE FINANCIAL ASSISTANCE TO ELEMENTARY AND HIGH SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON 27 26 9 100 0 0 7778929 7979814 0 0 2446880 2423809 245430 561293 10471239 10964916 8273524 8242291 0 0 701209 894409 0 0 415765 395352 456203 9370085 9592903 1101154 1372013 57168800 61982247 6393145 6695963 50775655 55286284 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 6679809 6679809 4,300 SCHOLARSHIPS AWARDED TO STUDENTS TO ATTEND CATHOLIC SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON 375000 375000 THE GUIDANCE COUNSELOR PROGRAM SUPPORTS GUIDANCE COUNSELORS IN 16 CATHOLIC SCHOOLSS WITHIN THE ARCHDIOCESE OF BOSTON WHICH REACHES A TOTAL OF 4,406 STUDENTS 199509 199509 THE TECHNOLOGY PROGRAM PROVIDED JOINT IPAD PROFESSIONAL DEVELPOPMENT TO 50 FACULTY MEMBERS AT 3 HIGH SCHOOLS, ALLOWED 4 ELEMENTARY SCHOOLS TO PURCHASE 6 SMARTBOARDS, ALLOWED 1 ELEMENTARY SCHOOL TO PILOT A NEW TECHNOLOGY INTEGRATION PROGRAM, ALLOWED 2 ELEMENTARY SCHOOLS TO PILOT A BLENDED LEARNING MODEL OF EDUCATION, PROVIDED THE FINAL YEAR OF FUNDING TO THE CATHOLIC SCHOOLS OFFICE FOR E-RATE CONSULTING IN 10 SCHOOLS, AWARDED 1 HIGH SCHOOL A GRANT TO UPDATE ITS TECHNOLOGY INFRASTRUCTURE, AWARDED 3 ELEMENTARY SCHOOLS PRIZE GRANTS FOR WINNING A LESSON PLAN CONTEST FOR THE SUMMER TECHNOLOGY ACADEMY, AND ALLOWED 124 TEACHERS FROM 32 ELEMENTARY SCHOOLS TO ATTEND THE SECOND ANNUAL SUMMER TECHNOLOGY ACADEMY AND RECEIVE IPADS. 1324787 987973 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 1324787 987973 8579105 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 1 0 0 0 0 1 0 0 0 1 19 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 27 26 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X MICHAEL REARDON 6177785981 260 FRANKLIN ST SUITE 630 BOSTON MA 02110 MOST REVERAND SEAN P O'MALLEYOFM 0.10 X X 0 0 0 PETER S LYNCH 5.00 X X 0 0 0 JAMES G MILLER 2.00 X 0 0 0 JOHN J REMONDI 2.00 X 0 0 0 MICHAEL A CHAMPA 2.00 X 0 0 0 WILLIAM J DORCENA 2.00 X 0 0 0 BRIAN J GALLAGHER 3.00 X X 0 0 0 REV JAMES E GAUDREAU 2.00 X 0 0 0 MSGR FRANCIS H KELLEY 2.00 X 0 0 0 RJ DOURNEY 2.00 X 0 0 0 THOMAS W MANNIX 2.00 X 0 0 0 JOHN P MCDONOUGH 2.00 X 0 0 0 JACK D O'CONNOR 2.00 X 0 0 0 JOHN J REGAN ESQ 3.00 X X 0 0 0 PAUL J BIRMINGHAM 2.00 X 0 0 0 KATHRYN M EVERETT 2.00 X 0 0 0 RICHARD J HENKEN 2.00 X X 0 0 0 WILLIAM J LAPOINT 2.00 X 0 0 0 JAMES F MOONEYIII 2.00 X 0 0 0 DANIEL K KINGSBURY 2.00 X 0 0 0 EILEEN C SHAPIRO 2.00 X 0 0 0 CRAIG M TATERONIS 2.00 X 0 0 0 RICHARD CHACON 2.00 X 0 0 0 CHRISTINE T KOMOLA 2.00 X 0 0 0 WILLIAM S MOSAKOWSKI 2.00 X 0 0 0 MICHAEL F ROGERS 2.00 X 0 0 0 MICHAEL REARDON 35.00 X 158671 0 14239 158671 0 14239 1 0 1 0 0 2376749 5603065 88964 7979814 739668 739668 29371142 27687001 1684141 1684141 1684141 537213 2376749 306120 231093 231093 CHANGE IN NET ASSETS O 525990 330200 330200 330200 10964916 2014341 0 970761 1458429 1458429 6783862 6783862 585298 235098 92980 257220 211420 13465 183407 14548 58722 27089 9221 22412 38969 16111 5796 17062 20922 20922 101015 101015 9860 9860 43747 31802 10734 1211 18000 18000 114234 3612 110622 15299 10973 4326 1249 1164 85 1094 1094 567 567 PRINTING & PUBLICATIONS 62901 1485 61416 SERVICE FEES 19541 19541 MISCELLANEOUS 16712 7263 9449 POSTAGE AND SHIPPING 8938 8938 22124 -2500 1200 23424 9592903 8579105 598033 415765 201 33 3539710 3001345 691483 605541 19554 20728 102700 102387 1408 313 46874608 51254391 3266600 4103088 2775236 2996808 57168800 61982247 163068 116314 6230077 6579649 6393145 6695963 X 22964022 25666595 4022029 5722129 23789604 23897560 50775655 55286284 57168800 61982247 1372013 3138616 0 X X 0 1 X 1 0 X 7427493 7906999 7709283 7778929 7979814 38802518 479862 780180 530046 522120 537213 2849421 -262888 285888 459924 -25503 330200 787621 7644467 8973067 8699253 8275546 8847227 42439560 190100 518393 183716 128627 728927 1749763 0 190100 518393 183716 128627 728927 1749763 40689797 1877113 978645 791924 732045 739668 5119395 1877113 978645 791924 732045 739668 5119395 9521580 9951712 9491177 9007591 9586895 47558955 0.85560 0.82230 0.10760 0.14320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26828610 107956 3064057 1111660 28888963 27938053 8000 -10097 1107346 26828610 23289598 295000 5420814 1067359 27938053 21231468 259400 2727437 928707 23289598 27672069 525000 -4646789 2318812 21231468 0.00000 1.00000 0.00000 0 1 1 24620 24307 313 78080 78080 0 313 INVESTMENT IN LIMITED PARTNERSHIP 4103088 F 4103088 14409652 3138616 306120 3444736 10964916 0 10964916 9899023 306120 306120 9592903 0 9592903 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 306,120. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES NETTED WITH SPECIAL FUNDRAISING EVENTS 306,120. DINNER 2800881 2303381 497500 558 3000 208112 34659 BACK TO SCHOOL CUP 113081 73368 39713 22287 25900 2878 8727 0 2913962 2376749 537213 22845 28900 210990 43386 306121 231092 1 CATHOLIC SCHOOLS OFFICE 66 BROOKS DRIVE BRAINTREE MA 02184 042106175 501(C)(3) 258100 SUPPORT FOR TECHNOLOGY AND PROGRAMS CATHEDRAL GRAMMAR SCHOOL 595 HARRISON AVE BOSTON MA 02118 042108350 501(C)(3) 25000 SUPPORT FOR COUNSELING ST PATRICK ELEMENTARY SCHOOL 131 MT PLEASANT AVE ROXBURY MA 02119 042115507 501(C)(3) 26500 SUPPORT FOR COUNSELING AND TECHNOLOGY LOWELL CATHOLIC HIGH SCHOOL 530 STEVENS STREET LOWELL MA 01851 042563657 501(C)(3) 40000 SUPPORT FOR PROGRAMS EAST BOSTON CENTRAL CATHOLIC SCHOOL 69 LONDON STREET EAST BOSTON MA 02128 042573582 501(C)(3) 53000 SUPPORT FOR COUNSELING AND CURRENT YEAR DIRECTED FUNDS ST ROSE ELEMENTARY SCHOOL 580 BROADWAY CHELSEA MA 02150 042154132 501(C)(3) 168935 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) 127000 SUPPORT FOR COUNSELING AND PROGRAMS OUR LADY OF PERPETUAL HELP SCHOOL 94 ST ALPHONSUS ST ROXBURY MA 02120 042106196 501(C)(3) 178750 SUPPORT FOR COUNSELING AND TECHNOLOGY SOUTH BOSTON CATHOLIC ACADEMY 866 EAST BROADWAY S BOSTON MA 02127 042106255 501(C)(3) 35000 SUPPORT FOR COUNSELING ST MARY OF THE ASSUMPTION SCHOOL 67 HARVARD STREET BROOKLINE MA 02445 042106326 501(C)(3) 18500 SUPPORT FOR COUNSELING NATIVITY PREPARATORY SCHOOL 39 LAMARTINE STREET JAMAICA PLAIN MA 02130 043063140 501(C)(3) 47500 SUPPORT FOR PROGRAMS NOTRE DAME HIGH SCHOOL 207 HAMPSHIRE STREET LAWRENCE MA 01841 861096572 501(C)(3) 15000 SUPPORT FOR PROGRAMS QUINCY CATHOLIC ACADEMY 370 HANCOCK STREET QUINCY MA 02171 272235451 501(C)(3) 23000 CURRENT YEAR DIRECTED FUNDS AND SUPPORT FOR TECHNOLOGY ST ANN ELEMENTARY SCHOOL 60 PLEASANT STREET FLOUCESTER MA 01930 270812965 501(C)(3) 10000 SUPPORT FOR PROGRAMS ST CLEMENT ELEMENTARY AND HIGH SCHOOL 579 BOSTON AVENUE MEDFORD MA 02155 042109874 501(C)(3) 20000 SUPPORT FOR PROGRAMS ST MARY JRSR HIGH SCHOOL 35 TREMONT STREET LYNN MA 01902 043106338 501(C)(3) 20000 CURRENT YEAR DIRECTED FUNDS ARCHBISHOP WILLIAMS HIGH SCHOOL 80 INDEPENDENCE AVE BRAINTREE MA 02184 562438555 501(C)(3) 45000 SUPPORT FOR TECHNOLOGY CARDINAL SPELLMAN HIGH SCHOOL 738 COURT STREET BROCKTON MA 02302 562438550 501(C)(3) 40000 SUPPORT FOR PROGRAMS CHEVENUS CENTENNIAL SCHOOL 30 IRVING STREET MALDEN MA 02148 042129883 501(C)(3) 25000 SUPPORT FOR PROGRAMS CRISTO REY BOSTON HIGH SCHOOL 100 SAVIN HILL AVENUE BOSTON MA 02125 562438544 501(C)(3) 60000 CURRENT YEAR DIRECTED FUNDS AND SUPPORT FOR TECHNOLOGY 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) 10000 SUPPORT FOR TECHNOLOGY MATIGNON HIGH SCHOOL ONE MATIGNON ROAD CAMBRIDGE MA 02140 562438546 501(C)(3) 5000 SUPPORT FOR PROGRAMS ST BRENDAN ELEMENTARY SCHOOL 29 RITA ROAD DORCHESTER MA 02124 010688934 501(C)(3) 23500 SUPPORT FOR COUNSELING AND TECHNOLOGY ST COLUMBKILLE ELEMENTARY SCHOOL 25 ARLINGTON STREET BRIGHTON MA 02135 205509269 501(C)(3) 10000 SUPPORT FOR TECHNOLOGY ST FRANCIS XAVIER ELEMENTARY SCHOOL 236 PLEASANT STREET WEYMOUTH MA 02190 275366748 501(C)(3) 14194 SUPPORT FOR PROGRAMS ST JEROME ELEMENTARY SCHOOL 598 BRIDGE STREET WEYMOUTH MA 02191 042106290 501(C)(3) 5000 SUPPORT FOR TECHNOLOGY ST JOSEPH SCHOOL 90 PICKERING STREET NEEDHAM MA 02492 042106311 501(C)(3) 10000 SUPPORT FOR TECHNOLOGY ST JOSEPH ELEMENTARY SCHOOL 132 HIGH STREET MEDFORD MA 02155 453316763 501(C)(3) 40000 SUPPORT FOR PROGRAMS ST LOUIS ELEMENTARY SCHOOL 77 BOISVERT STREET LOWELL MA 01850 043571240 501(C)(3) 10000 SUPPORT FOR TECHNOLOGY ST PETER ELEMENTARY SCHOOL 96 CONCORD STREET CAMBRIDGE MA 02138 042106360 501(C)(3) 15000 CURRENT YEAR DIRECTED FUNDS TRINITY ACADEMY 37 ERIE AVENUE BROCKTON MA 02302 510638517 501(C)(3) 12500 SUPPORT FOR PROGRAMS SCHOLARSHIPS 4300 6679809 TECHNOLOGLY ACADEMY 156 104053 X X 0 0 0 0 0 0 0 0 0 MICHAEL REARDON 158671 0 0 0 0 0 0 0 14239 0 172910 0 0 0 X 8 77177 FMV X AUCTION ITEMS 28 11787 FMV 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 OVERSIGHT COMMITTEE 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 63809