2013-11-13T16:41:54-06:00 2012-12-31 ERNST & YOUNG US LLP 200 CLARENDON STREET BOSTON MA 021165072 990PF 2012-01-01 043073023 Cummings Foundation Inc % WILLIAM F GRANT CUMM 7819358000 200 West Cummings Park Suite Woburn MA 01801 Joel B Swets 2013-11-13 6172662000 2012 2016-02-25 16:41:14Z X 978394250 X 5702 X 1183 1183 1183 9406584 9406584 9406584 73795 73795 73795 55958 8486932 122446621 8486932 1024471 118086544 45986829 118086544 136060740 63955323 128592577 424097 424097 33882951 33883571 772301 756241 15976 30876 1527329 305329 255435 255435 3004809 3031383 30654572 1225835 29434912 70537470 1531164 255435 67561080 186737 186737 70724207 1531164 255435 67747817 65336533 62424159 128337142 115482 179468 179469 14753302 26490048 26490050 13590060 1089266 13590060 13590060 33418 33584 33584 98961 123388 123388 312637609 337922274 412640093 0 506401816 516870256 521616452 9792138 6070984 2669935 3721154 3721154 837799789 898930232 978394250 818437 869923 24071951 23214425 24890388 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false false Joyce M Cummings 200 West Cummings Park Woburn MA 01801 1.0 0 0 0 Patricia A Cummings PSY D 200 West Cummings Park Woburn MA 01801 1.0 0 0 0 William S Cummings 200 West Cummings Park Woburn MA 01801 50.0 0 0 0 Robert O Connor 400 hemenway street marlborough MA 01752 50.0 180789 6371 18000 Joseph Abate MD 200 West Cummings Park Woburn MA 01801 1.0 0 0 0 Anthony P Monaco MD PHD Tufts University Medford MA 02155 1.0 0 0 0 HON Margot Botsford supreme judicial court boston MA 02108 1.0 0 0 0 Paul C Casey 200 West Cummings Park Woburn MA 01801 1.0 0 0 0 Carol A Donovan 200 West Cummings Park Woburn MA 01801 1.0 0 0 0 DEBORAH T KOCHEVAR DVM PHD cummings school of veterinary north grafton MA 01536 1.0 0 0 0 Jason Z Morris PhD fordham university bronx NY 10458 1.0 0 0 0 Marilyn Cummings Morris MD MPH Childrens Hospital New York NY 10001 1.0 0 0 0 Richard C Ockerbloom 200 West Cummings Park Woburn MA 01801 1.0 0 0 0 Joel B Swets 200 West Cummings Park Woburn MA 01801 50.0 114769 5621 Michael P Pascavage 200 West Cummings Park Woburn MA 01801 1.0 0 0 0 Jed Geyerhahn 21 Warren Avenue Woburn MA 01801 50.0 128539 13345 0 JUSTIN MAGEE 200 WEST CUMMINGS PARK WOBURN MA 01801 50.0 164831 6883 0 RICHARD CURTIN 200 WEST CUMMINGS PARK WOBURN MA 01801 50.0 122083 11335 0 MARK LYNCH 200 WEST CUMMINGS PARK WOBURN MA 01801 50.0 112579 12216 0 MICHAEL DEPIERRO 200 WEST CUMMINGS PARK WOBURN MA 01801 50.0 103288 6941 0 MICHAEL DONAGHEY 200 WEST CUMMINGS PARK WOBURN MA 01801 50.0 96986 12817 0 33 HEALTH CARE STAFFING INC PO Box 786 WESTBOROUGH MA 01581 Assisted Living Svcs 1646452 MERRILL LYNCH TRUST CO ONE FEDERAL STREET BOSTON MA 02134 INVESTMENT SVCS 929814 WINCHESTER HEALTHCARE ENTERPRISES INC PO BOX 5-0803 WOBURN MA 01801 ASSISTED LIVING SVCS 682575 COMMONFUND 15 Old Danbury Rd WILTON CT 06897 INVESTMENT SVCS 423766 ROBERT VISCO 30 OLD STOW ROAD HUDSON MA 01749 SALON SVCS 55291 0 SEE GENERAL EXPLANATION ATTACHMENT - NEW HORIZONS AT CHOATE 3510821 SEE GENERAL EXPLANATION 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CANCER RESEARCH TREATMENT 50 DOCTORS WITHOUT BORDERS USA INC 333 7TH AVENUE 2ND FLOOR NEW YORK NY 10001 NONE 509(a)1 DISASTER EMERGENCY RELIEF 200 EVENING OF GIVING (SMOC) 354 HOSMER STREET MARLBOROUGH MA 01752 NONE 509(a)1 COMMUNITY WELFARE PROGRAM 600 FENWAY COMMUNITY HEALTH CENTER INC 1340 BOYLSTON STREET BOSTON MA 02215 NONE 509(a)1 COMMUNITY HEALTHCARE PROGRAM 50 FENWAY COMMUNITY HEALTH CENTER INC 1340 BOYLSTON STREET BOSTON MA 02215 NONE 509(a)1 COMMUNITY HEALTHCARE PROGRAM 50 FOLK ARTS OF NEW ENGLAND 10 FRANKLIN STREET STONEHAM MA 02180 NONE 509(a)2 CULTURAL ARTS PROGRAMMING 52 FORDHAM UNIVERSITY 888 7TH AVENUE 7TH FLOOR NEW YORK NY 10019 NONE 509(a)1 EDUCATIONAL PROGRAMMING 100 FRIENDS OF COMMISSION ON GLBT YOUTH 14 ROCKWOOD STREET JAMAICA PLAIN MA 021302423 NONE 509(a)1 GAY AND LESBIAN PROGRAMS 100 GREATER BOSTON FOOD BANK INC 70 SOUTH BAY BOSTON MA 02118 NONE 509(a)1 COMMUNITY CHARITY DRIVE 100 GREATER BOSTON PFLAG PO BOX 541619 WALTHAM MA 02454 NONE 509(a)1 COMMUNITY 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MARLBOROUGH MA 01752 NONE 509(a)2 EDUCATIONAL SCHOLARSHIPS 1000 MAYOR'S CHARITY RELIEF FUND PO BOX 374 MARLBOROUGH MA 01752 NONE 509(a)1 CIVIC FUNDRAISER 5000 MAYOR'S SENIOR APPRECIATION DINNER 10 COMMON STREET WOBURN MA 01801 NONE 509(a)1 ELDER SERVICES 2500 MEDFORD JINGLE BELL FESTIVAL PO BOX 560303 MEDFORD MA 02156 NONE 509(a)1 COMMUNITY HEALTHCARE PROGRAM 1000 MISHAWUM CHORAL SOCIETY 74 PEARL STREET WOBURN MA 01801 NONE 509(a)1 CULTURAL ARTS PROGRAMMING 200 MISSION OF DEEDS 6 CHAPIN AVENUE READING MA 01867 NONE 509(a)1 COMMUNITY WELFARE PROGRAM 250 NATIONAL MULTIPLE SCLEROSIS SOCIETY 101A FIRST AVENUE SUITE 6 WALTHAM MA 02451 NONE 509(a)1 HEALTH RESEARCH AND PROGRAMS 50 NEW COMMUNITIES SERVICES INC 116 NORFOLK STREET CAMBRIDGE MA 02139 NONE 509(a)1 AFFORDABLE HOUSING PROGRAM 250 NEXTDOOR THEATER COMPANY 40 CROSS STREET WINCHESTER MA 01890 NONE 509(a)1 COMMUNITY CULTURAL ARTS 250 NORTH SHORE MEDICAL CENTER PO BOX 1010 PEMBROKE MA 02359 NONE 509(a)1 CANCER RESEARCH TREATMENT 160 NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVENUE SUITE 501 BOSTON MA 02115 NONE 509(a)1 EDUCATIONAL SCHOLARSHIPS 200 ONLY A CHILD INC PO BOX 990885 BOSTON MA 02199 NONE 509(a)1 YOUTH WELFARE PROGRAM 50 ONLY A CHILD INC PO BOX 990885 BOSTON MA 02199 NONE 509(a)1 YOUTH WELFARE PROGRAM 50 PAN MASSACHUSETTS CHALLENGE 77 FOURTH AVENUE NEEDHAM MA 02494 NONE 509(a)1 HEALTH RESEARCH AND PROGRAMS 100 PARTNERS IN HEALTH 888 COMMONWEALTH AVENUE BOSTON MA 02284 NONE 509(a)1 POVERTY ASSISTANCE THIRD WORLD 200 PINE STREET INN INC 444 HARRISON AVENUE BOSTON MA 02118 NONE 509(a)1 COMMUNITY HOMELESS 100 PROJECT BREAD 145 BORDER STREET BOSTON MA 02128 NONE 509(a)1 COMMUNITY WELFARE PROGRAM 100 SALEM ACADEMY CHARTER SCHOOL 45 CONGRESS STREET SALEM MA 01970 NONE 509(a)1 EDUCATIONAL PROGRAMMING 250 ST FRANCIS HOUSE 39 BOYLSTON STREET BOSTON MA 02116 NONE 509(a)1 COMMUNITY WELFARE PROGRAM 125 STONEHILL COLLEGE 320 WASHINGTON STREET EASTON MA 023575620 NONE 509(a)1 EDUCATIONAL SCHOLARSHIPS 10000 SUPPORTIVE LIVING INC 400 WEST CUMMINGS PARK SUITE 6100 WOBURN MA 01801 NONE 509(a)1 BRAIN INJURY RESIDENCE 150 SUPPORTIVE LIVING INC 400 WEST CUMMINGS PARK SUITE 6100 WOBURN MA 01801 NONE 509(a)1 BRAIN INJURY RESIDENCE 100000 SUPPORTIVE LIVING INC 400 WEST CUMMINGS PARK SUITE 6100 WOBURN MA 01801 NONE 509(a)1 BRAIN INJURY RESIDENCE 5000 THE HOME FOR LITTLE WANDERERS 271 HUNTINGTON AVENUE BOSTON MA 02115 NONE 509(a)1 AT RISK YOUTH HOUSING 100 THE SALVATION ARMY 25 SHAWMUT ROAD CANTON MA 02021 NONE 509(a)1 COMMUNITY CHARITY DRIVE 150 THE SEAN C ELMORE MEMORIAL FUND 8 FILLMORE DRIVE BILLERICA MA 01821 NONE 509(a)2 COMMUNITY OUTREACH 60 THE SMILE TRAIN 41 MADISON AVENUE 28TH FLOOR NEW YORK NY 10010 NONE 509(a)1 HEALTH RESEARCH AND PROGRAMS 125 THE WINTON CLUB 41 HIGHLAND AVENUE WINCHESTER MA 01890 NONE 509(a)2 HEALTH RESEARCH AND PROGRAMS 50 TIC NETWORK 130 ENTERPRISE DRIVE MARSHFIELD MA 02050 NONE 509(a)1 COMMUNITY ENRICHMENT PROGRAMS 100 TRUSTEES OF BOSTON UNIVERSITY 890 COMMONWEALTH AVENUE BOSTON MA 02215 NONE 509(a)1 EDUCATIONAL PROGRAMMING 350 UNITED STATES HOLOCAUST 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 200242126 NONE 509(a)1 EDUCATIONAL PROGRAMMING 5000 UNITED WAY OF MASSACHUSETTS BAY 51 SLEEPER STREET BOSTON MA 022101276 NONE 509(a)1 COMMUNITY WELFARE PROGRAM 10000 UNIV OF MASSACHUSETTS- DARTMOUTH 285 OLD WESTPORT ROAD DARTMOUTH MA 027472300 NONE 509(a)2 EDUCATIONAL SCHOLARSHIPS 1000 VNA HOSPICE CARE 100 SYLVAN ROAD SUITE G500 WOBURN MA 01801 NONE 509(a)1 COMMUNITY HEALTHCARE PROGRAM 100 VNA OF MIDDLESEX EAST HOSPICE 607 NORTH AVENUE SUITE 17 WAKEFIELD MA 01880 NONE 509(a)1 COMMUNITY HEALTHCARE PROGRAM 500 WGBH ONE GUEST STREET BOSTON MA 02135 NONE 509(a)1 EDUCATIONAL PROGRAMMING 200 WINCHESTER ABC HOUSE PO BOX 94 WINCHESTER MA 01890 NONE 509(a)1 EDUCATIONAL PROGRAMMING 100 WINCHESTER COMMUNITY MUSIC SCHOOL 407 HIGHLAND AVENUE WINCHESTER MA 01890 NONE 509(a)1 COMMUNITY CULTURAL ARTS 500 WINCHESTER FOUNDATION FOR EDUCATION PO BOX 1005 WINCHESTER MA 01890 NONE 509(a)1 EDUCATIONAL PROGRAMMING 100 WINCHESTER GOT LUNCH INC PO BOX 322 WINCHESTER MA 01890 NONE 509(a)1 YOUTH WELFARE PROGRAM 100 WINCHESTER HISTORICAL SOCIETY 15 HIGH STREET WINCHESTER MA 01890 NONE 509(a)1 CULTURAL ENRICHMENT PROGRAM 100 WINCHESTER HISTORICAL SOCIETY 15 HIGH STREET WINCHESTER MA 01890 NONE 509(a)1 CULTURAL ENRICHMENT PROGRAM 1000 WINCHESTER HOSPITAL FOUNDATION 611 MAIN STREET WINCHESTER MA 01890 NONE 509(a)1 HEALTH RESEARCH AND PROGRAMS 500 WINCHESTER MULTICULTURAL PO BOX 346 WINCHESTER MA 01890 NONE 509(a)1 COMMUNITY AWARENESS 125 WINCHESTER SCHOLARSHIP FOUNDATION PO BOX 174 WINCHESTER MA 01890 NONE 509(a)1 EDUCATIONAL SCHOLARSHIPS 100 WINCHESTER SENIORS ASSOCIATION 109 SKILLINGS ROAD WINCHESTER MA 01890 NONE 509(a)2 ELDER SERVICES 100 WOBURN MEMORIAL HIGH SCHOOL 88 MONTVALE AVENUE WOBURN MA 01801 NONE 509(a)1 EDUCATIONAL PROGRAMMING 250 WRIGHT-LOCKE FARM CONSERVANCY INC PO BOX 813 WINCHESTER MA 01890 NONE 509(a)1 CONSERVATION PROGRAMS 125 YMCA CAMP BELKNAP FIC PO BOX 1546 WOLFEBORO NH 038940000 NONE 509(a)2 YOUTH ENRICHMENT PROGRAM 200 186737 SENIOR FACILITY REVENUE 16070813 HOME HEALTH CARE REVENUE 2230713 VET SCHOOL REVENUE 53766881 14 1183 14 9406584 16 55958 14 45986829 18 8486932 MISC. REVENUE 01 31308 63968794 72068407 136037201 1a Part of the primary exempt purpose of Cummings Foundation is to operate two not-for profit residential independent and assisted living facilities for seniors. Senior facility revenue is income from the operation of such facilities. 1b Part of the primary exempt purpose of Cummings Foundation is to provide home health care to seniors. Home health care revenue is income from the provision of such care to seniors. 1c Cummings Foundation has entered into a long-term agreement with Tufts University to operate its veterinary school through a subsidiary called Veterinary School at Tufts, LLC. Cummings Foundation will contribute at least $50 million to support the newly-renamed Cummings School of Veterinary Medicine over the next 15-20 years. The IRS issued a private letter ruling on May 6, 2004, confirming that the distributions directed to Tufts University and the expenses Cummings Foundation incurs in operating the Cummings School constitute qualified distributions directly for the active conduct of Cummings Foundations exempt purposes. false false false false true false false false false 1b(3) 0 HEM REALTY INC SEE ATTACHED 1b(3) 0 NHC REALTY INC SEE ATTACHED true HEM REALTY INC 501(C)(2) A DIVISION OF CFI NHC REALTY INC 501(C)(2) A DIVISION OF CFI Attachment to Form 990-PF Part VII-A, Question 11; Part III, Line 5; and Part VII-B, Question 5c During 2012, Cummings Foundation, Inc. transferred $2,850,050 to OneWorld Boston, Inc. This transfer is a partial distribution pursuant to a larger plan to transfer substantial assets of the Cummings Foundation under 507(b)(2) for the creation of an endowment in support of OneWorld Boston. Expenditure Responsibility Statement for the year 2012 Pursuant to IRC Regulation Sec. 53.4945-5(d)(2), Cummings Foundation, Inc. (Cummings Foundation) provides the following information: (i) Controlled Entity: OneWorld Boston, Inc. (OneWorld Boston) 200 West Cummings Park Woburn, MA 01801 (ii) Amount of Transfers: $225,000 March 6, 2012 $100,000 April 10, 2012 $600,000 May 2, 2012 $1,500,000 June 14, 2012 $200,050 July 11, 2012 $200,000 August 2, 2012 $25,000 September 12, 2012 __________ $2,850,050 TOTAL IN 2012 (iii) Purpose of Transfers: Endowment in support of OneWorld Boston (EIN 80-0681389), a grant-making private foundation qualified under IRC sec. 501(c)(3), and a controlled entity of Cummings Foundation, within the meaning of IRC sec. 512(b)(13). (iv/vi) Reports: OneWorld Boston submitted a full and complete report of its expenditure of the 2012 year transfers on October 28, 2013. The report reflected that of the $2,850,050 received during the year, $2,676,664 was expended on grants to public charities, $135 was expended on fees, and $173,251 was retained for addition to an endowment or the payment of future OneWorld Boston grants. (v) Diversions: To the knowledge of transferor Cummings Foundation, no funds have been diverted to any activity other than the activity for which the transfer was originally made. (vii) Verification: Cummings Foundation has no reason to doubt the accuracy or reliability of the report from OneWorld Boston; therefore, no independent verification of the report was made. SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990-PF, PART IX-A New Horizons at Choate - $3,510,821. Established in 1990 and accommodates 125 seniors. The facility is located in Woburn, MA. Formerly the Choate Memorial Hospital property. This property was converted to a retirement community which includes suites for independent living and assisted living units. New Horizons at Marlborough - $7,740,421. Established in 1993 and accommodates approximately 500 residents at its Marlborough, Massachusetts campus. Both facilities have the ability to accommodate active and independent seniors, seniors requiring assistance with activities of daily living (assisted living residents) and seniors suffering from Alzheimer's disease. Cummings School of Veterinary Medicine - $56,309,837. Cummings Foundation has entered into a long-term agreement with Tufts University to operate its veterinary school through a subsidiary called Veterinary School at Tufts, LLC. Cummings Foundation will contribute at least $50 million to support the Cummings School of Veterinary Medicine over the next 15-20 years. The IRS issued a Private Letter Ruling on May 6, 2004, confirming that the distributions to Tufts University and the expenses Cummings Foundation incurs in operating the Cummings School constitute qualified distributions directly for the active conduct of Cummings Foundation's exempt purposes. Institute for World Justice, LLC ("IWJ") (EIN 80-0690363) - $0. The principal purpose of IWJ is to promote more serious study of the holocaust, genocides, and injustices of all kinds in a core group of New England schools. IWJ expects to serve as an active coordinating organizaton that makes programming available to participating schools, and assists each such school in tailoring a program to that schools particular needs. Organized as a single-member LLC (and disregarded entity of Cummings Foundation, Inc.) On February 18, 2011, IWJ had no revenues or expenditures, nor did it acquire any assets or incur any liabilities in 2012. The IRS issued a determination letter on December 9, 2011, confirming IWJ was likely to qualify as a private operating foundation described in section 4942(j)(3) of the internal revenue code. DESCRIPTION OF RENTAL OF FACILITIES FORM 990-PF, PART XVII, LINE 1D Reporting Organization has a division called New Horizons at Marlborough, LLC (EIN: 75-3031923) ("NHM"). NHM is lessee of real property from HEM Realty, Inc. (EIN: 30-0553220) ("HEM Realty"), which it uses in operations. HEM Realty is a 501(c)(2) title holding company that is related to Reporting Organization. Because HEM Realty holds title for Reporting Organization, and consistent with its purposes would turn over any rent it collects to Reporting Organization, HEM Realty waives payment of rent from Reporting Organization's division, NHM. Reporting Organization has a division called New Horizons at Choate, LLC (EIN: 75-3031909) ("NHC"). NHC is lessee of real property from NHC Realty, Inc. 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