2013-10-05T11:53:47-05:00 2012-12-31 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 021101772 990 2012-01-01 043543134 THE DOUG FLUTIE JR FOUNDATION FOR AUTISM INC DOUG 6173324040 C/O DR BLOUIN CPA 2020 COMMONWEALTH AVE NEWTON MA 02466 LISA A BORGES 6173324040 2013-10-02 1 ALFONSO PERILLO P00950491 6172276161 2013-10-02 2012 2016-02-24 21:20:13Z X DAVID R BLOUIN CPA C/O DR BLOUIN CPA 2020 COMMONWEALTH AVE NEWTON MA 02466 2849832 0 X WWW.FLUTIEFOUNDATION.ORG X 2000 MA TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE AND FAMILIES AFFECTED BY AUTISM. 14 14 4 160 0 0 612811 765304 0 0 156229 190012 130 90 769170 955406 424088 516955 0 0 217792 222912 0 0 78218 188436 199535 830316 939402 -61146 16004 2302289 2521357 393183 517166 1909106 2004191 X OUR MISSION IS TO SUPPORT FAMILIES AFFECTED BY AUTISM SPECTRUM DISORDER. WE ARE COMMITTED TO INCREASING AWARENESS OF THE CHALLENGES OF LIVING WITH AUTISM AND HELPING FAMILIES FIND RESOURCES TO HELP ADDRESS THOSE CHALLENGES. WE PROVIDE INDIVIDUALS WITH AUTISM AND THEIR FAMILIES AN OPPORTUNITY TO IMPROVE THEIR QUALITY OF LIFE BY FUNDING EDUCATIONAL, THERAPEUTIC, RECREATIONAL AND ADVOCACY PROGRAMS. 0 0 491810 491810 THROUGH THE FOUNDATION'S ANNUAL GRANT CYCLE, 36 GRANTS WERE DISTRIBUTED TO ORGANIZATIONS THAT PROVIDE SERVICES, EDUCATION AND ADVOCACY TO INDIVIDUALS WITH AUTISM AND THEIR FAMILIES AS WELL AS TRAINING FOR PROFESSIONALS IN THE FIELD. 30000 ACCESSSPORTAMERICA- AN ADAPTIVE WATER SPORTS PROGRAM THAT GIVES APPROXIMATELY 40 TO 50 CHILDREN AND ADULTS WITH AUTISM AN OPPORTUNITY TO PARTICIPATE IN WINDSURFING, HAWAIIAN OUTRIGGER CANOEING, SURFING, WATER-SKIING AND MORE. 10188 10188 SAFE & SECURE PROJECT - THE FLUTIE FAMILY SAFE & SECURE PROJECT IS A PARTNERSHIP BETWEEN THE FLUTIE FOUNDATION AND LOJACK SAFETYNET IN AN EFFORT TO HELP THOSE WITH AUTISM WHO TEND TO WANDER. THROUGH THIS PARTNERSHIP, THE FOUNDATION AND LOJACK SAFETYNET WILL BE DONATING A LIMITED QUANTITY OF SAFETYNET BRACELETS AND ONE-YEAR SUBSCRIPTIONS TO THE SAFETYNET SERVICE COVERING THE INITIAL REGISTRATION FEE OF $99 AND ONE YEAR OF SERVICE ($360 VALUE) TO CAREGIVERS OF INDIVIDUALS WITH AUTISM IN NEW ENGLAND WITH A HISTORY OF WANDERING WHO COULD NOT OTHERWISE AFFORD THEM. LOJACK SAFETYNET ENABLES PUBLIC SAFETY AGENCIES TO MORE QUICKLY FIND AND RESCUE INDIVIDUALS WITH COGNITIVE CONDITIONS WHO ARE PRONE TO WANDERING AND BECOMING LOST. THE SERVICE IS COMPRISED OF A SAFETYNET BRACELET WORN BY A CLIENT THAT EMITS RADIO FREQUENCY SIGNALS, WHICH CAN BE TRACKED BY LOCAL PUBLIC SAFETY OFFICIALS VIA THEIR SAFETYNET SEARCH AND RESCUE RECEIVERS. 14957 14957 LAURIE FLUTIE COMPUTER INITIATIVE - THE FOUNDATION DISTRIBUTED 35 COMPUTERS IN 2012 TO FAMILIES OF CHILDREN WITH AUTISM AS WELL AS AUTISM PROGRAMS WITHIN OVER 30 NEW ENGLAND SCHOOL DISTRICTS. 220939 OTHER DIRECT PROGRAM EXPENSES AND MISCELLANEOUS AUTISM AWARENESS EXPENDITURES. 235896 14957 767894 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA CA X X DAVID R BLOUIN CPA 6173324040 2020 COMMONWEALTH AVE NEWTON MA 02466 DOUGLAS R FLUTIE 1.00 X X 0 0 0 LAURIE M FLUTIE 1.00 X X 0 0 0 THOMAS R BURTON III 1.00 X X 0 0 0 STEPHEN M BRACKETT 1.00 X 0 0 0 KEVIN L KELLER 1.00 X 0 0 0 MICHAEL SHUNNEY 1.00 X 0 0 0 DONNA LUCENTE 1.00 X 0 0 0 TINA CANTU 1.00 X X 0 0 0 DAVID R BLOUIN 1.00 X X 0 0 0 WILLIAM A CARLEZON JR 1.00 X 0 0 0 SHAMEZ KANJI 1.00 X 0 0 0 MICHELE BRAIT 1.00 X 0 0 0 JOSEPH BATOR 1.00 X 0 0 0 CHUCK MURPHY 1.00 X 0 0 0 LISA A BORGES 30.00 X 54933 0 1646 54933 0 1646 0 0 0 0 0 350478 414826 74181 765304 58042 58042 60 60 1836251 1704281 131970 131970 131970 190145 350478 190145 0 30 0 30 30 955406 30 0 190072 486795 486795 30160 30160 56579 45263 2829 8487 148367 82174 17868 48325 1501 931 345 225 16465 10214 1670 4581 28817 28817 15901 15901 25045 15367 6253 3425 16500 16500 20118 8070 6797 5251 16616 10737 2682 3197 11400 7068 1140 3192 2125 1488 637 3981 3981 3206 1988 320 898 PROGRAM SPONSORSHIPS AN 51139 51139 CREDIT CARD PROCESSING 4687 4687 939402 767894 93290 78218 430 841 296274 324047 22755 68158 11250 11616 10982 10982 0 0 1957055 2085736 7713 25100 6812 5859 2302289 2521357 8930 4390 374900 501876 9353 10900 393183 517166 X 1894106 1868635 15000 135556 1909106 2004191 2302289 2521357 16004 79081 0 X X 0 1 X 1 0 X 595353 602102 459959 612811 765304 3035529 595353 602102 459959 612811 765304 3035529 160858 2874671 92017 95250 67936 57878 58102 371183 3406712 0.84380 0.81350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 155815 142975 149547 448337 672506 4903 5175 3414 13492 38954 35744 37387 112085 168128 15000 205556 70000 15000 135556 15000 15000 1.00000 0 0 10982 10982 0 0 X 1361225 79081 152494 190145 421720 939505 15901 15901 955406 1266140 152494 190145 342639 923501 15901 15901 939402 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS AT DECEMBER 31, 2012 CONSISTED OF THE FOLLOWING: IPAD PROGRAM $120,198 BOSTON MARATHON SPONSORSHIPS $ 11,172 OTHER PROGRAMS $ 4,186 TEMPORARILY RESTRICTED NET ASSETS @ 12/31/12 $135,556 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FOUNDATION HAS EVALUATED THE TAX POSITIONS TAKEN ON RETURNS FOR OPEN YEARS AND THOSE EXPECTED TO BE TAKEN ON RETURNS FOR DECEMBER 31, 2012. IT IS MANAGEMENT'S BELIEF THAT SUCH TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. ACCORDINGLY, NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN REFLECTED IN THESE FINANCIAL STATEMENTS. TAX RETURNS FOR TAX YEARS BEGINNING WITH THOSE FILED FOR DECEMBER 31, 2009 ARE OPEN TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 190,145. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT ADVISORY FEES REPORTED NET OF REVENUE ON THE FINANCIAL STATEMENTS 15,901. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 190,145. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT ADVISORY FEES REPORTED NET OF REVENUE ON THE FINANCIAL STATEMENTS 15,901. 1 NORTH AMERICA - CANADA AND MEXICO, BUT 0 0 GRANT TO RECIPIENTS LOCATED IN REGION N/A 30160 0 0 0 0 0 0 30160 0 30160 NORTH AMERICA PROGRAM SUPPORT 10000 CHECK N/A N/A NORTH AMERICA PROGRAM SUPPORT 10000 CHECK N/A N/A NORTH AMERICA PROGRAM SUPPORT 5160 CHECK N/A N/A 3 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: THE ORGANIZATION RECEIVES AND REVIEWS PERIODIC REPORTS FROM THE FOREIGN ORGANIZATION TO BE SURE THE GRANT IS BEING USED PROPERLY. METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: EXPENDITURES ARE ACCOUNTED FOR ON THE ACCURAL METHOD OF ACCOUNTING. ANNUAL GOLF CLASSIC 158546 47583 110963 47746 10483 52734 FLUTIE 5K CHALLENGE 67923 46472 21451 21451 2 314154 256423 57731 13375 44356 540623 350478 190145 61121 10483 118541 190145 0 1 AUTISM DISCOVERY INSTITUTE - RADY CHILDREN'S HOSPITAL FOUNDATION 3020 CHILDRENS WAY SAN DIEGO CA 92123 951691313 501(C)(3) 16802 N/A N/A PROGRAM SUPPORT LEARNING RIGHTS LAW CENTER 205 S BROADWAY SUITE 808 LOS ANGELES CA 90012 830434929 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT WALDEN FAMILY SERVICES 6150 MISSION GORGE ROAD SAN DIEGO CA 92120 942358632 501(C)(3) 14635 N/A N/A PROGRAM SUPPORT EXCEPTIONAL MINDS 13400 RIVERSIDE DRIVE SUITE 211 SHERMAN OAKS CA 91423 952118809 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT THE PILOT HOUSE 240 COLONY ST FAIRFIELD CT 06824 061796512 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT UNIFIED THEATER 15 LEWIS STREET SUITE 207 HARTFORD CT 06103 383689243 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT AUTISM FAMILIES CONNECTICUT PO BOX 370162 WEST HARTFORD CT 06137 800527796 501(C)(3) 14200 N/A N/A PROGRAM SUPPORT BLESSINGS UNLEASHED FOUNDATION INC PO BOX 1743 GLASGOW KY 42142 260669506 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT SPAULDING REHABILITATION HOSPITAL 125 NASHUA ST BOSTON MA 02114 042551124 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT JUDGE BAKER CHILDREN'S CENTER 53 PARKER HILL AVENUE BOSTON MA 02129 042103860 501(C)(3) 15000 N/A N/A PROGRAM SUPPORT ASSOCIATION FOR COMMUNITY LIVING 116 PLEASANT ST SUITE 366 EASTHAMPTON MA 01027 042210685 501(C)(3) 19980 N/A N/A PROGRAM SUPPORT THE ASPERGER'S ASSOCIATION OF NEW ENGLAND 51 WATER ST SUITE 206 WATERTOWN MA 02472 043376227 501(C)(3) 15000 N/A N/A PROGRAM SUPPORT CROSSROADS SCHOOL FOR CHILDREN 11 HURON DRIVE NATICK MA 01760 061660628 501(C)(3) 15500 N/A N/A PROGRAM SUPPORT NORTHEAST ARC AUTISM SUPPORT CENTER 64 HOLTEN STREET DANVERS MA 01923 042232416 501(C)(3) 20000 N/A N/A PROGRAM SUPPORT ADVOCATES INC 14 EAST CENTRAL STREET NATICK MA 01760 237451423 501(C)(3) 20000 N/A N/A PROGRAM SUPPORT CHARLES RIVER ASSOCIATION FOR RETARDED CITIZENS INC 59 EAST MILITIA HEIGHTS RD NEEDHAM MA 02492 042393108 501(C)(3) 11135 N/A N/A PROGRAM SUPPORT SPRINGFIELD JEWISH COMMUNITY CENTER 1160 DICKINSON ST SPRINGFIELD MA 01108 042103802 501(C)(3) 12960 N/A N/A PROGRAM SUPPORT MASSACHUSETTS ADVOCATES FOR CHILDREN 25 KINGSTON STREET 2ND FLOOR BOSTON MA 02111 042488456 501(C)(3) 14185 N/A N/A PROGRAM SUPPORT MAINE AUTISM ALLIANCE 65 PATTERSON ST AUGUSTA ME 04330 274412206 501(C)(3) 15668 N/A N/A PROGRAM SUPPORT ABILITYPLUS INC 855 HANOVER ST 497 MANCHESTER NH 03104 043367707 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT ALFA (APPROPRIATE LIVING FOR THE AUTISTIC) DEVELOPMENT INC 39 OAK RIDGE ROAD NEWFOUNDLAND NJ 07435 223662556 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT JEWISH VOCATIONAL SERVICE OF METROWEST INC 111 PROSPECT STREET EAST ORANGE NJ 07017 221487229 501(C)(3) 19700 N/A N/A PROGRAM SUPPORT WEST BERGEN MENTAL HEALTHCARE INC 120 CHESTNUT ST RIDGEWOOD NJ 07450 221736531 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT THEATRE DEVELOPMENT FUND INC 520 8TH AVENUE SUITE 801 NEW YORK NY 10018 136216919 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT PROJECT HAPPY HUNTER COLLEGE/ CT 695 PARK AVE NEW YORK NY 10065 131988190 501(C)(3) 13238 N/A N/A PROGRAM SUPPORT THE AUTISM CONNECTION INC PO BOX 158 COXSACKIE NY 12051 264097484 501(C)(3) 14750 N/A N/A PROGRAM SUPPORT UPSTATE NEW YORK FAMILIES FOR EFFECTIVE AUTISM TREATMENT (UNYFEAT) 180 LINDEN OAKS DRIVE STE 250 ROCHESTER NY 14625 043833868 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT SPECTRUM DESIGNS FOUNDATION 416 MAIN STREET PORT WASHINGTON NY 11050 275020830 501(C)(3) 20000 N/A N/A PROGRAM SUPPORT THE AUTISM PROJECT 1516 ATWOOD AVE JOHNSTON RI 02919 050512037 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT THE KENNEDY CENTER INC 2440 RESERVOIR AVE TRUMBULL CT 06611 060709295 501(C)(3) 9947 RETAIL VALUE IPADS PROGRAM SUPPORT MAY INSTITUTE INC 41 PACELLA PARK DRIVE RANDOLPH MA 02368 042197449 501(C)(3) 9017 RETAIL VALUE IPADS PROGRAM SUPPORT KENNEDY-DONOVAN CENTER INC ONE COMMERCIAL STREET FOXBORO MA 02035 042519028 501(C)(3) 11320 RETAIL VALUE IPADS PROGRAM SUPPORT SPRINGBROOK NY INC 2705 STATE HIGHWAY 28 ONEONTA NY 13820 150539129 501(C)(3) 6325 RETAIL VALUE IPADS PROGRAM SUPPORT WESTCHESTER EXCEPTIONAL CHILDREN INC 520 ROUTE 22 NORTH SALEM NY 10560 237065540 501(C)(3) 6000 RETAIL VALUE IPADS PROGRAM SUPPORT FEDERATION EMPLOYMENT & GUIDANCE SERVICES INC 315 HUDSON STREET NEW YORK NY 10013 131624000 501(C)(3) 9477 RETAIL VALUE IPADS PROGRAM SUPPORT 35 0 PROVISION OF SAFETY BRACELETS TO AUTISTIC CHILDREN 40 10188 FMV SAFETY BRACELETS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION MAINTAINS ADEQUATE RECORDS PERTAINING TO THE AMOUNT OF GRANTS GIVEN TO EACH ORGANIZATION ON AN ANNUAL BASIS ALONG WITH DOCUMENTATION INDICATING THE RECIPIENT'S 501(C)(3) STATUS. THE ORGANIZATION ALSO DETAILS ITS SELECTION CRITERIA ON ITS WEBSITE AND WITHIN EACH APPLICATION PACKAGE. X 26000 FAIR MARKET VALUE X COMPUTERS 35 14957 FAIR MARKET VALUE X VARIOUS SMALL AUCTION ITEMS 91 23036 FAIR MARKET VALUE X BRACELETS 40 10188 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DOUGLAS R. FLUTIE AND LAURIE M. FLUTIE - FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS A SINGLE CLASS OF MEMBERS, EACH OF WHOM IS ENTITLED TO VOTE ON ALL MATTERS COMING BEFORE THE MEMBERS. MEMBERS ENTITLED TO VOTE SHALL HAVE ONE VOTE EACH UNLESS OTHERWISE PROVIDED BY THE ARTICLES OF ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS SHALL BE ELECTED AT THE ANNUAL MEETING OF THE MEMBERS BY SUCH MEMBERS AS HAVE THE RIGHT TO VOTE AT SUCH ELECTION. THE NUMBER OF DIRECTORS MAY BE INCREASED OR DECREASED AT ANY TIME OR FROM TIME TO TIME BY THE MEMBERS BY A VOTE OF A MAJORITY OF THE MEMBERS THEN IN OFFICE; PROVIDED, HOWEVER, THAT THE NUMBER OF DIRECTORS MAY ONLY BE DECREASED TO ELIMINATE VACANCIES EXISTING BY REASON OF THE DEATH, RESIGNATION OR REMOVAL OF ONE OR MORE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B EACH MEMBER SHALL BE ENTITLED TO VOTE ON ALL MATTERS COMING BEFORE THE MEMBERS. THE MEMBERS MAY INCREASE AND DECREASE THE NUMBER OF MEMBERS AND MAY APPOINT ADDITIONAL MEMBERS AT ANY SPECIAL MEETING, BY A VOTE OF A MAJORITY OF THE MEMBERS ENTITLED TO VOTE THEREON; PROVIDED, HOWEVER, THAT THE MEMBERS MAY ONLY DECREASE THE NUMBER OF MEMBERS AT A SPECIAL MEETING TO ELIMINATE VACANCIES CAUSED BY DEATH, RESIGNATION, REMOVAL OR DISQUALIFICATION OF ONE OR MORE MEMBERS. THE MEMBERS MAY FROM TIME TO TIME DESIGNATE ONE OR MORE PERSONS OR ENTITIES WHO SHALL SUCCEED THEM AT ANY TIME THAT THERE ARE NO MEMBERS BECAUSE OF THE DEATH, RESIGNATION, REMOVAL OR DISQUALIFICATION OF ALL EXISTING MEMBERS, AND AT SUCH TIME THE PERSONS OR ENTITIES SO DESIGNATED SHALL AUTOMATICALLY BECOME MEMBERS OF THE CORPORATION WITHOUT ANY FURTHER ACTION WHATSOEVER, OR IF NO SUCH DESIGNATION IS THEN IN FORCE, THE PERSONS WHO ARE THEN SERVING AS DIRECTORS SHALL BECOME THE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS EMAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW. THE FORM 990 IS THEN REVIEWED AT THE NEXT SCHEDULED BOARD MEETING WITH THOSE IN ATTENDANCE. FORM 990, PART VI, SECTION B, LINE 12C ADHERENCE TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES ARE MONITORED BY THE EXECUTIVE DIRECTOR. AN ANNUAL DISCLOSURE QUESTIONNAIRE IS DISTRIBUTED TO ALL BOARD MEMBERS. THE POLICY COVERS ANY DIRECTOR, OFFICER, AND EXECUTIVE DIRECTOR OF THE FOUNDATION. UPON BECOMING AWARE OF ANY ISSUE, THE BOARD OF DIRECTORS REVIEWS AND DETERMINES THE OUTCOME. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION HAS A COMPENSATION COMMITTEE WHICH IS COMPRISED OF FOUR BOARD MEMBERS, OUTSIDE LEGAL COUNSEL AND THE TREASURER. THE COMMITTEE MEETS ONCE A YEAR AND REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OTHER TOP MANAGEMENT EMPLOYEES BASED ON COMPARABILITY DATA AND MAKES RECOMMENDATIONS TO THE BOARD. THE COMPENSATION PAID TO THESE EMPLOYEES IS THEN APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. AUDIT COMMITTEE FORM 990, PAGE 12, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. VOLUNTEERS FORM 990, PART I, LINE 6 THE NUMBER OF VOLUNTEERS IS BASED ON THE NUMBER THAT SIGN UP TO VOLUNTEER FOR OUR SPECIAL EVENTS THROUGHOUT THE YEAR. VOLUNTEERS PROVIDE SERVICES IN A NUMBER OF DIFFERENT WAYS RELATED TO SPECIAL EVENTS.