2013-11-13T08:18:29-06:00 2013-06-30 043000523 O'CONNOR & DREW PC 25 BRAINTREE HILL OFFICE PARK SUITE 102 BRAINTREE MA 02184 990 2012-07-01 222678005 BRIDGEWATER STATE UNIVERSITY FOUNDATION BRID 5085312683 25 PARK TERRACE BRIDGEWATER MA 02325 BRYAN BALDWIN 5085315715 2013-10-30 1 DAVID A DIIULIS P00303577 6174711120 2013-10-28 2012 2016-02-24 21:20:13Z BRYAN BALDWIN 25 PARK TERRACE BRIDGEWATER MA 02325 3839695 0 X WWW.BRIDGEW.EDU X 1984 MA TO ASSIST BRIDGEWATER STATE UNIVERSITY IN ACHIEVING ITS GOAL OF EXCELLENCE IN ITS MAJOR FUNCTIONS OF TEACHING LEARNING AND RESEARCH IN THOSE EDUCATIONAL AREAS WHERE LITTLE OR NO STATE FUNDING IS AVAILABLE TO THE INSTITUTION. 41 41 0 41 0 0 3290972 1516556 0 0 763856 621119 312144 47592 4366972 2185267 558632 1015743 0 0 0 0 0 0 81999 366876 606615 925508 1622358 3441464 562909 23325133 25186083 175639 221256 23149494 24964827 TO ASSIST BRIDGEWATER STATE UNIVERSITY IN ACHIEVING ITS GOAL OF EXCELLENCE IN ITS MAJOR FUNCTIONS OF TEACHING LEARNING AND RESEARCH IN THOSE EDUCATIONAL AREAS WHERE LITTLE OR NO STATE FUNDING IS AVAILABLE TO THE INSTITUTION. 0 0 443003 443003 EXPENSES WERE INCURRED TO AWARD STUDENT SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO STUDENTS OF BRIDGEWATER STATE UNIVERSITY 570740 570740 GIFTS TO BRIDGEWATER STATE UNIVERSITY TO ASSIST THE COLLEGE IN PROMOTING AREAS OF EDUCATION AND RESEARCH WHICH DO NOT RECEIVE STATE FUNDING 2000 2000 AMOUNTS PAID TO RED CLOUD INDIAN SCHOOL TO HELP IT ACHIEVE ITS MISSION. 1015743 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 41 41 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X X BRYAN BALDWIN 5085311715 25 PARK TERRACE BRIDGEWATER MA 02325 X DRMARILYN BARRY 0.00 X 0 0 0 THOMAS CARON 0.00 X X 0 0 0 PETER CHASE 0.00 X 0 0 0 TERRY COGAN 0.00 X 0 0 0 DR THERESA CORCORAN 0.00 X 0 0 0 DAVID DEEP 0.00 X 0 0 0 DOROTHY DUNN 0.00 X 0 0 0 EUGENE DURGIN JR 0.00 X X 0 0 0 JOHN HACKETT 0.00 X 0 0 0 E DENNIS KELLY JR 0.00 X 0 0 0 ALLEN LARSON ESQ 0.00 X X 0 0 0 DENNIS LEAHY 0.00 X X 0 0 0 JAMES LIVELY 0.00 X 0 0 0 RICHARD LOMBARDI 0.00 X 0 0 0 F SCOTT LONGO 0.00 X 0 0 0 MARY MAHAN 0.00 X 0 0 0 DAVID MESSALINE 0.00 X 0 0 0 DR DANA MOHLER-FARIA 0.00 X 0 0 0 LOUIS RICCIARDI 0.00 X 0 0 0 NOBO SIRCAR 0.00 X X 0 0 0 PAUL SILVIA ESQ 0.00 X 0 0 0 DR MARY LOU THORNBURG 0.00 X X 0 0 0 DR ADRIAN TINSLEY 0.00 X 0 0 0 ROBERT TODD 0.00 X 0 0 0 DR GEORGE WEYGAND 0.00 X 0 0 0 ARMAND MARCHAND 0.00 X 0 0 0 MARIE BARONI ALLEN 0.00 X 0 0 0 GEORGE CHARBONNEAU 0.00 X 0 0 0 DAVID B JENKINS 0.00 X 0 0 0 RAYMOND BIGELOW 0.00 X X 0 0 0 DR FRANK SHERRY 0.00 X 0 0 0 DONALD VINCENT 0.00 X 0 0 0 KEVIN ANDREWS 0.00 X 0 0 0 CAROL CONWAY BULMAN 0.00 X X 0 0 0 CHRISTOPHER COONEY 0.00 X 0 0 0 JOHN B CRUZ III 0.00 X 0 0 0 JEREMY S DAVID ESQ 0.00 X 0 0 0 DR JOSHUA HAMILTON 0.00 X 0 0 0 KAYLA HARVEY 0.00 X 0 0 0 CAROL SACCHETTI 0.00 X 0 0 0 WILLIAM WHELAN 0.00 X 0 0 0 JULIETTE JOHNSON 0.00 X 0 0 0 CAROLYN TURCHON 0.00 X 0 0 0 0 0 0 0 0 0 0 0 84920 1431636 180815 1516556 457123 457123 36000 0 36000 36000 36000 1788276 1624280 163996 163996 163996 41740 84920 30148 11592 11592 2185267 199996 0 468715 572740 572740 443003 443003 13200 13200 38660 38660 42600 42600 14969 14969 1623 1623 8444 8444 32979 32979 25331 25331 IMPAIRMENT LOSS 320000 320000 HOSPITALITY 81999 81999 UNIFORMS 18119 18119 BAD DEBTS 8491 8491 200 200 1622358 1015743 524616 81999 2873571 896353 261130 285016 1042860 823438 0 1383 1665114 452162 1245931 1212952 17551641 21966941 350000 0 23325133 25186083 37997 78946 137642 142310 175639 221256 X 11046206 11756096 2598483 3498905 9504805 9709826 23149494 24964827 23325133 25186083 X 562909 1279394 -26970 X X 0 1 X 1 0 X 1632072 1178612 1035110 3232220 1335741 8413755 42925 34112 32973 58752 180815 349577 1674997 1212724 1068083 3290972 1516556 8763332 8763332 370404 381109 581904 687594 493123 2514134 29777 36006 30009 77308 41470 214570 11492036 0.76260 0.81160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 12103288 576717 1075788 -547062 13208731 12362255 755798 -477104 -537661 12103288 11678720 416134 1625352 -443718 -914233 12362255 11128085 494582 931047 -641184 -223810 11678720 12105912 1329365 -215818 -545005 11128085 0.74000 0.26000 0 0 327145 327145 1281464 399426 882038 56505 52736 3769 1212952 MUTUAL FUNDS 21966941 F 21966941 ANNUITY PAYABLE 135560 DUE TO BSU ALUMNI ASSOCIATION 6750 142310 X 3466533 1279394 1279394 2187139 28276 -30148 -1872 2185267 1304230 30148 30148 1274082 28276 320000 348276 1622358 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AS PRACTICED IN THE UNITED STATES REQUIRE AN ENTITY TO ASSESS THE PROBABILITY THAT A TAX POSITION HAS A MORE LIKELY THAN NOT (MLTN) SUSTAINABILITY AFTER REVIEW BY TAX AUTHORITIES. IF A TAX POSITION IS DEEMED NOT TO MEET THIS THRESHOLD, ANY UNRECOGNIZED TAX BENEFITS AND COSTS ARE ESTIMATED AND RECOGNIZED. INTEREST AND PENALTIES, IF ANY, RELATED TO ASSESSMENTS BY TAX AUTHORITIES WILL BE CLASSIFIED AS A COMPONENT OF INTEREST EXPENSE AND OTHER EXPENSE, RESPECTIVELY, IN THE STATEMENT OF ACTIVITIES. A TAX POSITION MAY BE CONSIDERED AS TAKEN ANY TIME A TAXPAYER CHOOSES AMONGST ALTERNATIVES THAT AFFECT THE AMOUNT OF THEIR TAX OBLIGATIONS AND INCLUDE FOR EXAMPLE: TAX EXEMPT STATUS; STATUS AS A PASS-THOUGH ENTITY (S CORPORATIONS); DECISIONS MADE IN THE PROCESS OF CONFORMING WITH TAX LAWS; DECISIONS NOT TO FILE IN CERTAIN JURISDICTIONS; ALLOCATION OF INCOME BETWEEN JURISDICTIONS AND THE CHARACTERIZATION OF INCOME OR EXPENSES. TAX RETURNS ARE ROUTINELY OPEN FOR REVIEW BY THE TAX AUTHORITIES FOR THREE YEARS FROM THEIR DUE DATE. IN CERTAIN CIRCUMSTANCES THE STATUTE OF LIMITATIONS MAY REMAIN OPEN INDEFINITELY. THE FOUNDATION HAS BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICE THAT IT MEETS THE QUALIFICATIONS TO BE CLASSIFIED AS A TAX EXEMPT ENTITY UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. SINCE THE CONTINUANCE OF THIS STATUS IS BASED UPON CONTINUING QUALIFICATION, THE FOUNDATION HAS IDENTIFIED THIS AS A TAX POSITION. HOWEVER, IT HAS DETERMINED THAT THIS TAX POSITION MEETS MLTN SUSTAINABILITY AND DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES ALLOCATED TO NET INCOME FROM FUNDRAISING EVENTS PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES ALLOCATED TO NET INCOME FROM FUNDRAISING EVENTS PART XII, LINE 4B - OTHER ADJUSTMENTS: IMPAIRMENT LOSS PART III, LINE 4 - THE ARTWORK IS A PORTRAIT OF RAILROAD TYCOON WILLIAM HENRY MCDOEL BY JOSEPH DECAMP. THE ARTWORK AND COLLECTIONS ARE ACCEPTED IF THEY BENEFIT THE ART STUDENTS. THE ARTWORK IS USED BY THE FACULTY AND ART STUDENTS IN THEIR STUDIES. PART V, LINE 4 - THE INTENDED USE OF THE ENDOWMENT FUND IS TO SUPPORT THE PROGRAMS OF THE FOUNDATION. CHAIRMAN'S DINNER 95760 66580 29180 9286 PRESIDENT'S GOLF TOURNAMENT 30900 18340 12560 5595 8408 5617 1242 126660 84920 41740 5595 8408 5617 10528 30148 11592 1 BRIDGEWATER STATE UNIVERSITY 25 PARK TERRACE BRIDGEWATER MA 02325 043010428 115 220740 350000 FMV ARTWORK SUPPORT OF THE COLLEGE THROUGH THE ANNUAL FUND RED CLOUD INDIAN SCHOOL 100 MISSION DRIVE PINE RIDGE SD 57770 460275071 501(C)(3) 2000 FMV SUPPORT THE SCHOOL AND HELP IT ACHIEVE ITS MISSION 2 SCHOLARSHIPS 258 443003 FMV SCHEDULE I, PART I, LINE 2 : THE FOUNDATION ENSURES THAT GRANT RECIPIENTS ARE ELIGIBLE FOR GRANTS BASED ON A SET OF ESTABLISHED CRITERIA. THE SELECTION CRITERIA IS REVIEWED ON A PERIODIC BASIS. X 2 16200 X 1 5987 X 2 93965 X SODEXHO FOOD SERVICES 1 61163 X MISCELLANOUS EQUIPMENT 2 3500 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FOUNDATION'S EXECUTIVE DIRECTOR DETAIL REVIEWS THE 990 PRIOR TO FILING. THE 990 IS MADE AVALIABLE TO ALL BOARD MEMBERS THROUGH A SECURE INTERNET PORTAL. ONCE APPROVED, THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS ON AN ANNUAL BASIS AT THE ANNUAL MEETING. COMPLIANCE AND ENFORCEMENT IS MONITORED AT THE ANNUAL MEETING AND MANDATED BY MASSACHUSETTS LAW. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE LOCATED AT 25 PARK TERRACE BRIDGEWATER, MA 02325 AND AVAILABLE UPON REQUEST CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST ANNUITY -26,970. FORM 990, PART XII, SECTION A, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE WHOSE PURPOSE IS THE OVERSIGHT AND REVIEW OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. BRIDGEWATER ALUMNI ASSOCIATION 25 PARK TERRACE BRIDGEWATER MA 02325 042199546 SCHOLARSHIPS AND GRANTS MA 501(C)(3) 5 N/A 0 BRIDGEWATER STATE UNIVERSITY 25 PARK TERRACE BRIDGEWATER MA 02325 043010428 HIGHER EDUCATION MA 115 N/A N/A 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 BRIDGEWATER STATE UNIVERSITY B 570740 BRIDGEWATER STATE UNIVERSITY J 36000 THE BRIDGEWATER ALUMNI ASSOCIATION O BRIDGEWATER STATE UNIVERSITY O THE BRIDGEWATER ALUMNI ASSOCIATION N BRIDGEWATER STATE UNIVERSITY N