WATERTOWN COMMUNITY FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WATERTOWN COMMUNITY FOUNDATION INC (EIN 30-0229398)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-31
- IRS object ID
- 201432129349301653
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-31T14:57:59-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042513210 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G T REILLY & COMPANY INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 ADAMS STREET | AddressLine1 |
| City | MILTON | City |
| State | MA | State |
| ZIP Code | 02186 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300229398 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATERTOWN COMMUNITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WATE | BusinessNameControlTxt |
| Phone | 6176968900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 334 | AddressLine1 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 02471 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PIA OWENS | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 6179261500 | PhoneNum |
| Signature | 2014-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM B FORD CPA | PreparerPersonNm |
| PTIN | P01477213 | PTIN |
| Phone | 6176968900 | PhoneNum |
| Preparation | 2014-06-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PIA OWENS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 334 | AddressLine1 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 02472 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,045,831 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WATERTOWNFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | COMMUNITY FOUNDATION FOR THE TOWN OF WATERTOWN | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $78,419 | PYContributionsGrantsAmt |
| CY Contributions Grants | $88,913 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $34,284 | PYInvestmentIncomeAmt |
| CY Investment Income | $186,746 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $112,703 | PYTotalRevenueAmt |
| CY Total Revenue | $275,659 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $74,980 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $77,027 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $28,871 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $32,856 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,471 | PYOtherExpensesAmt |
| CY Other Expenses | $11,502 | CYOtherExpensesAmt |
| PY Total Expenses | $116,322 | PYTotalExpensesAmt |
| CY Total Expenses | $121,385 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,619 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $154,274 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,449,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,695,638 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,449,015 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,695,638 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WATERTOWN COMMUNITY FOUNDATION, INC., SEEKS TO PROMOTE A STRONG, CLOSE-KNIT COMMUNITY BY FOSTERING CONNECTIONS, RESPECT AND MUTUAL SUPPORT AMONG WATERTOWN'S DIVERSE RESIDENTS. IT PROVIDES PHILANTHROPIC LEADERSHIP AND EXPANDS OPPORTUNITIES FOR CHARITABLE GIVING AND NOT-FOR-PROFIT ACTIVITIES THAT MEET LOCAL NEEDS, NOW AND FOR FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $114,636 | ExpenseAmt |
| Grant | $77,027 | GrantAmt |
| Desc | THE ORGANIZATION COMMENCED OPERATIONS DECEMBER 29, 2003. THE FOUNDATION HAS BEEN ORGANIZED TO SUPPORT EDUCATIONAL AND OTHER NON-PROFIT ORGANIZATIONS IN THE TOWN OF WATERTOWN. | Desc |
| Total Program Service Expenses | $114,636 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM B FORD TREASURER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6176968900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 ADAMS STREET | AddressLine1 |
| City | MILTON | City |
| State | MA | State |
| ZIP Code | 02186 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| PIA OWENS | ||||||
| CO-PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THEA SAHR | ||||||
| CO-PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDREW BUNDY | ||||||
| VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM B FORD CPA | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT KELLY | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERTA MILLER | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| DOREEN MUNGER-DAWSON | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| LORA SABIN | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT SHAY | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID SIEGEL | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| DARSHNA VARIA | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL WARD | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE WINNICK | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL SCHADE | ||||||
| EXECUTIVE DIRECTOR | 20.00 | Yes (X) | $30,100 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $30,100 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $88,913 | AllOtherContributionsAmt |
| Total Contributions | $88,913 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,796 | TotalRevenueColumnAmt |
| Exclusion | $33,796 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $923,122 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $770,172 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $152,950 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $152,950 | TotalRevenueColumnAmt |
| Exclusion | $152,950 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $275,659 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $186,746 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,155 | TotalAmt |
| Program Services | $75,155 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,872 | TotalAmt |
| Program Services | $1,872 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,100 | TotalAmt |
| Program Services | $30,100 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,756 | TotalAmt |
| Program Services | $2,756 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495 | TotalAmt |
| Management And General | $495 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,167 | TotalAmt |
| Program Services | $1,167 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,220 | TotalAmt |
| Management And General | $3,220 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550 | TotalAmt |
| Management And General | $550 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| TELEPHONE AND COMMUNICA | $1,208 | $1,208 | |
| PUBLIC RELATIONS AND CO | $1,086 | $1,086 | |
| DUES, MEMBERSHIPS AND F | $898 | $898 | |
| POSTAGE | $378 | $378 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,385 | TotalAmt |
| Program Services | $114,636 | ProgramServicesAmt |
| Management And General | $6,749 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,377 | BOYAmt |
| EOY | $70,035 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,381,638 | BOYAmt |
| EOY | $1,625,603 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,449,015 | BOYAmt |
| EOY | $1,695,638 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,437 | BOYAmt |
| EOY | $162,000 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,384,578 | BOYAmt |
| EOY | $1,533,638 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,449,015 | BOYAmt |
| EOY | $1,695,638 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,449,015 | BOYAmt |
| EOY | $1,695,638 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $154,274 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $92,349 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,135 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,913 | CurrentTaxYearAmt |
| Total | $319,587 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,135 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,913 | CurrentTaxYearAmt |
| Total | $319,587 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $129,484 | SubstantialContributorsTotAmt |
| Public Support Total170 | $190,103 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,730 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,939 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,796 | CurrentTaxYearAmt |
| Total | $134,689 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $454,276 | TotalSupportAmt |
| Public Support CY170 | 0.41850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.37370 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| VANGUARD 500 INDEX FUND - ADMIRAL SHARES | $574,778 | F |
| VANGUARD ETF ST INVEST | $175,152 | F |
| VANGUARD ETF MID CAP | $192,919 | F |
| VANGUARD ETF SMALL CAP | $196,273 | F |
| VANGUARD ETF TOTAL BOND | $127,344 | F |
| VANGUARD ETF INTRNL STOCK | $183,465 | F |
| VANGUARD ETF INTER-TERM BOND FD | $167,403 | F |
| VANGUARD MONEY MARKET | $8,269 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,625,603 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $368,008 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $92,349 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $92,349 | RevenueNotReportedAmt |
| Revenue Subtotal | $275,659 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $275,659 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $121,385 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $121,385 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $121,385 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| WATERTOWN FAMILY NETWORK | |||||||
| 30 COMMON STREET | WATERTOWN | MA | 02472 | 046001340 | 501 C 3 | $5,500 | GRANTS TO CORE INSTITUTIONS |
| WAYSIDE MULTI-SERVICE CENTER | |||||||
| 127 NORTH BEACON STREET | WATERTOWN | MA | 02172 | 042630450 | 501 C 3 | $6,000 | GRANTS TO CORE INSTITUTIONS |
| HELEN ROBINSON WRIGHT FUND | |||||||
| 35 CHURCH STREET | WATERTOWN | MA | 02472 | 042105920 | 501 C 3 | $6,700 | GRANTS TO CORE INSTITUTIONS |
| WATERTOWN YOUTH COALITION | |||||||
| 127 NORTH BEACON STREET | WATERTOWN | MA | 02472 | 042630450 | 501 C 3 | $5,000 | GRANTS TO CORE INSTITUTIONS |
| FRIENDS OF PROJECT LITERACY | |||||||
| 123 MAIN STREET | WATERTOWN | MA | 02472 | 043275208 | 501 C 3 | $5,000 | GRANTS TO CORE INSTITUTIONS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION REQUIRES ALL GRANT RECIPIENTS TO SUBMIT PERFORMANCE STATUS REPORTS AT PRE-DETERMINED SPECIFIED DATES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FOUNDATION'S FORM 990 IS PREPARED BY THE TREASURER OF THE ORGANIZATION. THE FOUNDATION'S BOARD OF DIRECTORS REVIEW A DRAFT OF THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. UPON SATISFACTORY REVIEW, THE BOARD OF DIRECTORS VOTES TO ACCEPT THE FORM 990 AS PREPARED BY THE TREASURER AND DEEMS IT ACCEPTABLE FOR SIGNATURE AND FILING BY THE APPROPRIATE CORPORATE OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL WRITTEN AFFIRMATIONS ARE REQUIRED BY ALL BOARD MEMBERS. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR ENSURING COMPLIANCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | AS PART OF THE ANNUAL BUDGET PROCESS, THE EXECUTIVE COMMITTEE ACTS AS THE COMPENSATION COMMITTEE FOR THE EXECUTIVE DIRECTOR AND, IF NECESSARY, ANY OTHER OFFICERS OR KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FINANCIAL STATEMENTS AND THE TAX RETURNS OF THE FOUNDATION ARE AVAILABLE ON THE COMMONWEALTH OF MASSACHUSETTS DEPARTMENT OF ATTORNEY GENERAL'S WEBSITE, AS WELL AS, OTHER PUBLICLY AVAILABLE WEBSITES. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENT REQUESTS ARE MADE TO THE EXECUTIVE DIRECTOR VIA TELEPHONE OR EMAIL. |
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