2014-07-31T14:57:59-05:00 2013-12-31 042513210 G T REILLY & COMPANY INC 424 ADAMS STREET MILTON MA 02186 990 2013-01-01 300229398 WATERTOWN COMMUNITY FOUNDATION INC WATE 6176968900 PO BOX 334 WATERTOWN MA 02471 PIA OWENS CO-PRESIDENT 6179261500 2014-06-20 1 WILLIAM B FORD CPA P01477213 6176968900 2014-06-20 2013 2015-11-30 17:44:51Z PIA OWENS PO BOX 334 WATERTOWN MA 02472 1045831 0 X WWW.WATERTOWNFOUNDATION.ORG X 2003 MA COMMUNITY FOUNDATION FOR THE TOWN OF WATERTOWN 13 13 1 0 0 0 78419 88913 0 0 34284 186746 0 0 112703 275659 74980 77027 0 0 28871 32856 0 0 0 12471 11502 116322 121385 -3619 154274 1449015 1695638 0 0 1449015 1695638 X 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. 0 0 114636 77027 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. 114636 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 MA X X WILLIAM B FORD TREASURER 6176968900 424 ADAMS STREET MILTON MA 02186 PIA OWENS CO-PRESIDENT 3.00 X X 0 0 0 THEA SAHR CO-PRESIDENT 3.00 X X 0 0 0 ANDREW BUNDY VICE PRESIDENT 3.00 X X 0 0 0 WILLIAM B FORD CPA TREASURER 3.00 X X 0 0 0 ROBERT KELLY DIRECTOR 3.00 X 0 0 0 ROBERTA MILLER DIRECTOR 3.00 X 0 0 0 DOREEN MUNGER-DAWSON DIRECTOR 3.00 X 0 0 0 LORA SABIN DIRECTOR 3.00 X 0 0 0 ROBERT SHAY DIRECTOR 3.00 X 0 0 0 DAVID SIEGEL DIRECTOR 3.00 X 0 0 0 DARSHNA VARIA DIRECTOR 3.00 X 0 0 0 MICHAEL WARD DIRECTOR 3.00 X 0 0 0 STEVE WINNICK DIRECTOR 3.00 X 0 0 0 MICHAEL SCHADE EXECUTIVE DIRECTOR 20.00 X 30100 0 0 30100 0 0 0 0 0 0 0 88913 88913 33796 33796 923122 770172 152950 152950 152950 275659 0 0 186746 75155 75155 1872 1872 30100 30100 2756 2756 495 495 2500 2500 1167 1167 3220 3220 550 550 TELEPHONE AND COMMUNICA 1208 1208 PUBLIC RELATIONS AND CO 1086 1086 DUES, MEMBERSHIPS AND F 898 898 POSTAGE 378 378 121385 114636 6749 0 67377 70035 1381638 1625603 1449015 1695638 0 0 X 64437 162000 1384578 1533638 1449015 1695638 1449015 1695638 154274 92349 0 X 0 0 0 X 42075 42045 68135 78419 88913 319587 42075 42045 68135 78419 88913 319587 129484 190103 24210 22730 21939 32014 33796 134689 454276 0.41850 0.37370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 VANGUARD 500 INDEX FUND - ADMIRAL SHARES 574778 F VANGUARD ETF ST INVEST 175152 F VANGUARD ETF MID CAP 192919 F VANGUARD ETF SMALL CAP 196273 F VANGUARD ETF TOTAL BOND 127344 F VANGUARD ETF INTRNL STOCK 183465 F VANGUARD ETF INTER-TERM BOND FD 167403 F VANGUARD MONEY MARKET 8269 F 1625603 368008 92349 92349 275659 0 275659 121385 0 121385 0 121385 1 WATERTOWN FAMILY NETWORK 30 COMMON STREET WATERTOWN MA 02472 046001340 501 C 3 5500 GRANTS TO CORE INSTITUTIONS WAYSIDE MULTI-SERVICE CENTER 127 NORTH BEACON STREET WATERTOWN MA 02172 042630450 501 C 3 6000 GRANTS TO CORE INSTITUTIONS HELEN ROBINSON WRIGHT FUND 35 CHURCH STREET WATERTOWN MA 02472 042105920 501 C 3 6700 GRANTS TO CORE INSTITUTIONS WATERTOWN YOUTH COALITION 127 NORTH BEACON STREET WATERTOWN MA 02472 042630450 501 C 3 5000 GRANTS TO CORE INSTITUTIONS FRIENDS OF PROJECT LITERACY 123 MAIN STREET WATERTOWN MA 02472 043275208 501 C 3 5000 GRANTS TO CORE INSTITUTIONS PART I, LINE 2: THE FOUNDATION REQUIRES ALL GRANT RECIPIENTS TO SUBMIT PERFORMANCE STATUS REPORTS AT PRE-DETERMINED SPECIFIED DATES. 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.