2013-05-14T09:41:01-05:00 2012-06-30 042513210 G T REILLY & COMPANY 424 ADAMS STREET MILTON MA 02186 990 2011-07-01 222485502 CATHOLIC SCHOOLS FOUNDATION INC CATH 6177785981 260 FRANKLIN STREET NO 630 BOSTON MA 02110 BRIAN J GALLAGHER 6177785981 2013-04-16 1 LINDA KRAMER P00028882 6176968900 2013-04-16 2011 2016-02-24 21:20:13Z BRIAN J GALLAGHER 260 FRANKLIN STREET NO 630 BOSTON MA 02110 36841403 0 X CSFBOSTON.ORG X 1983 MA PROVIDE FINANCIAL ASSISTANCE TO ELEMENTARY AND HIGH SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON 25 24 10 80 0 0 7709283 7778929 0 0 1998423 2446880 659820 245430 10367526 10471239 7118971 8273524 0 0 628800 701209 0 0 405153 392631 395352 8140402 9370085 2227124 1101154 57796416 57168800 5705353 6393145 52091063 50775655 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 5848412 5848412 4,500 SCHOLARSHIPS AWARDED TO STUDENTS TO ATTEND CATHOLIC SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON 326685 326685 THE GUIDANCE COUNSELER PROGRAM SUPPORTS GUIDANCE COUNSELORS IN 16 CATHOLIC SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON, WHICH IN TURN REACHES A TOTAL OF 4,425 STUDENTS. 354197 354197 THE TECHNOLOGY PROGRAM COMMITTED FUNDS TO (1) PURCHASE 40 TABLETS TO PILOT A ONE-ON-ONE TECHNOLOGY AND CURRICULUM INTEGRATION INITIATIVE WITH 20 TEACHERS AND 20 STUDENTS IN ONE SCHOOL, (2) AN INAUGURAL YEAR OF A SUMMER TECHNOLOGY ACADEMY WHICH ALLOWED 110 TEACHERS FROM 34 SCHOOLS TO ATTEND AND RECEIVE IPADS, (3) TEACHER INSTRUCTION IN IPADS FOR 3 SCHOOLS AND (4) PURCHASE IPADS FOR ONE SCHOOL AND SMART BOARDS FOR 4 SCHOOLS. 2056723 1744230 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 2056723 1744230 8586017 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 0 1 4 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 25 24 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 LINDA H LYNCH 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 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 MICHAEL REARDON 35.00 X 0 169531 12291 0 169531 12291 0 0 1 0 0 1729291 6049638 305275 7778929 732045 732045 27833812 26118977 1714835 1714835 1714835 522120 1729291 251187 270933 270933 CHANGE IN NET ASSETS O 525990 -25503 -25503 -25503 10471239 1689332 0 1002978 2425112 2425112 5848412 5848412 564645 220355 78747 265543 36754 14458 12114 10182 61015 25117 8481 27417 38795 15631 5342 17822 98575 98575 33990 15206 3912 14872 17249 17249 114349 4795 109554 20377 16811 3566 3705 20 3164 521 1903 1903 498 498 PRINTING & PUBLICATIONS 32455 827 31628 POSTAGE AND SHIPPING 18107 2027 16080 MISCELLANEOUS 17186 9015 8171 SERVICE FEES 14488 14488 22470 100 9453 12917 9370085 8586017 378915 405153 219 201 2363943 3539710 845444 691483 12607 19554 125087 123679 3310 1408 48693719 46874608 2948661 3266600 2928513 2775236 57796416 57168800 98737 163068 5606616 6230077 5705353 6393145 X 22886866 22964022 5422593 4022029 23781604 23789604 52091063 50775655 57796416 57168800 X 1101154 -2416562 X X 0 1 1 X 0 X 9621922 7427493 7906999 7709283 7778929 40444626 254300 479862 780180 530046 522120 2566508 212937 -262888 285888 459924 -25503 670358 10089159 7644467 8973067 8699253 8275546 43681492 735338 190100 518393 183716 128627 1756174 0 735338 190100 518393 183716 128627 1756174 41925318 2921803 1877113 978645 791924 732045 7301530 2921803 1877113 978645 791924 732045 7301530 13010962 9521580 9951712 9491177 9007591 50983022 0.82230 0.75950 0.14320 0.19960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 47007 45599 1408 78080 78080 0 1408 INVESTMENT IN LIMITED PARTNERSHIP 3266600 F 3266600 10471239 9370085 1101154 -2416562 -2416562 -1315408 8305864 -2416562 251187 -2165375 10471239 0 10471239 9621272 251187 251187 9370085 0 9370085 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 XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES NETTED WITH SPECIAL FUNDRAISING EVENTS 251,187. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES NETTED WITH SPECIAL FUNDRAISING EVENTS 251,187. DINNER 2126633 1721133 405500 167318 34033 BACK TO SCHOOL CUP 124778 8158 116620 13329 23307 13200 0 2251411 1729291 522120 13329 190625 47233 251187 270933 1 CATHOLIC SCHOOLS OFFICE 66 BROOKS DRIVE BRAINTREE MA 02184 042106175 501(C)(3) 200000 SUPPORT FOR TWO SALARIED POSITIONS, AREA SUPERINTENDENT AND SENIOR RESEARCH ANALYST CATHEDRAL GRAMMAR SCHOOL 595 HARRISON AVE BOSTON MA 02118 042108350 501(C)(3) 25000 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM FUND FOR CATHOLIC SCHOOLS 66 BROOKS DRIVE BRAINTREE MA 02116 262290458 501(C)(3) 250000 SUPPORT FOR MISSION OF THE CAMPAIGN FOR CATHOLIC SCHOOLS ST PATRICK SCHOOL 131 MT PLEASANT AVE ROXBURY MA 02119 042115507 501(C)(3) 24000 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM LOWELL CATHOLIC HIGH SCHOOL 530 STEVENS STREET LOWELL MA 01851 042563657 501(C)(3) 25000 SUPPORT FOR SCHOOL PROGRAMS EAST BOSTON CENTRAL CATHOLIC SCHOOL 69 LONDON STREET EAST BOSTON MA 02128 042573582 501(C)(3) 46000 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM ST ROSE ELEMENTARY SCHOOL 580 BROADWAY CHELSEA MA 02150 042154132 501(C)(3) 30685 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM POPE JOHN PAUL II ACADEMY 2200 DORCHESTER AVE DORCHESTER MA 02124 262607406 501(C)(3) 112000 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM OUR LADY OF PERPETUAL HELP SCHOOL 94 ST ALPHONSUS ST ROXBURY MA 02120 042106196 501(C)(3) 17000 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM EAST BOSTON CENTRAL CATHOLIC SCHOOL 69 LONDON STREET EAST BOSTON MA 02128 042573582 501(C)(3) 28449 SUPPORT FOR SCHOOL PROGRAMS SOUTH BOSTON CATHOLIC ACADEMY 866 EAST BROADWAY S BOSTON MA 02127 042106255 501(C)(3) 35000 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM ST MARY OF THE ASSUMPTION SCHOOL 67 HARVARD STREET BROOKLINE MA 02445 042106326 501(C)(3) 37000 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM URSULINE ACADEMY 85 LOWLER ST DEDHAM MA 02026 042121654 501(C)(3) 30000 SUPPORT FOR TECHNOLOGY PROGRAM MARIAN HIGH SCHOOL 273 UNION AVENUE FRAMINGHAM MA 01702 562438549 501(C)(3) 25000 SUPPORT FOR SCHOOL PROGRAMS NATIVITY PREPARATORY SCHOOL 39 LAMARTINE STREET JAMAICA PLAIN MA 02130 043063140 501(C)(3) 25000 SUPPORT FOR SCHOOL PROGRAMS NOTRE DAME HIGH SCHOOL 207 HAMPSHIRE STREET LAWRENCE MA 01841 861096572 501(C)(3) 40000 SUPPORT FOR SCHOOL PROGRAMS OUR LADY OF PERPETUAL HELP SCHOOL 94 ST ALPHONSUS ST ROXBURY MA 02120 042106198 501(C)(3) 88600 SUPPORT FOR SCHOOL PROGRAMS POPE JOHN PAUL II ACADEMY 2200 DORCHESTER AVE DORCHESTER MA 02124 262607406 501(C)(3) 63000 SUPPORT FOR SCHOOL PROGRAMS POPE JOHN XXIII HIGH SCHOOL 888 BROADWAY EVERETT MA 02149 562438626 501(C)(3) 86834 SUPPORT FOR SCHOOL PROGRAMS QUINCY CATHOLIC ACADEMY 370 HANCOCK STREET QUINCY MA 02171 272235451 501(C)(3) 15700 SUPPORT FOR SCHOOL PROGRAMS SOUTH BOSTON CATHOLIC ACADEMY 866 EAST BROADWAY S BOSTON MA 02127 042106255 501(C)(3) 37000 SUPPORT FOR SCHOOL PROGRAMS ST ANN ELEMENTARY SCHOOL 60 PLEASANT STREET FLOUCESTER MA 01930 270812965 501(C)(3) 47627 SUPPORT FOR SCHOOL PROGRAMS ST CLEMENT ELEMENTARY AND HIGH SCHOOL 579 BOSTON AVENUE MEDFORD MA 02155 042109874 501(C)(3) 25000 SUPPORT FOR SCHOOL PROGRAMS ST JOSEPH PREPARATORY HIGH SCHOOL 617 CAMBRIDGE STREET BRIGHTON MA 02134 042921870 501(C)(3) 250000 SUPPORT FOR TRANSITION FUNDING WITH THE MERGER OF TWO HIGH SCHOOLS ST MARY JRSR HIGH SCHOOL 35 TREMONT STREET LYNN MA 01902 043106338 501(C)(3) 20000 SUPPORT FOR SCHOOL PROGRAMS ST PATRICK ELEMENTARY SCHOOL 131 MT PLEASANT AVE ROXBURY MA 02119 042115507 501(C)(3) 25000 SUPPORT FOR SCHOOL PROGRAMS ST ROSE ELEMENTARY SCHOOL 580 BROADWAY CHELSEA MA 02150 042154132 501(C)(3) 50000 SUPPORT FOR SCHOOL PROGRAMS SCHOLARSHIPS 4500 5848412 X X 0 0 0 0 0 0 0 0 0 MICHAEL REARDON 0 169531 0 0 0 0 0 0 0 12291 0 181822 0 0 X 11 305275 FMV X AUCTION ITEMS 30 8158 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION HAS A BOARD OF CORPORATE MEMBERS CONSISTING OF INDIVIDUALS (CURRENTLY SIX) 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 (CURRENTLY SIX) 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 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -2,416,562. 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 1 0 0 0 ARCHDIOCESE OF BOSTON O 61488