2012-08-10T10:25:22-05:00 2011-12-31 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 021101772 990 2011-01-01 043543134 THE DOUG FLUTIE JR FOUNDATION FOR AUTISM INC DOUG 7818935100 C/O DR BLOUIN CPA 51 SAWYER RD NO 310 WALTHAM MA 02453 LAURIE FLUTIE 7818935100 2012-08-09 1 ALFONSO PERILLO P00950491 6172276161 2012-08-01 2011 2016-02-24 21:20:13Z DAVID R BLOUIN CPA C/O DR BLOUIN CPA 51 SAWYER RD NO 310 WALTHAM MA 02453 2233583 0 X WWW.FLUTIEFOUNDATION.ORG X 2000 MA TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE AND FAMILIES AFFECTED BY AUTISM. 12 12 4 101 0 0 459959 612811 0 0 131409 156229 245 130 591613 769170 397224 424088 0 0 204876 217792 0 0 69681 183660 188436 785760 830316 -194147 -61146 2565552 2302289 386337 393183 2179215 1909106 X THE GOAL OF THE FLUTIE FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE AND FAMILIES AFFECTED BY AUTISM. WE ARE DEDICATED TO INCREASING THE AWARENESS OF AUTISM AND THE UNIQUE CHALLENGES OF FAMILIES WHO ARE FACED WITH IT EVERYDAY. OUR COMMITMENT IS TO SUPPORT THESE FAMILIES BY HELPING THEM FIND THE RESOURCES THEY NEED AND BY FUNDING ADVOCACY PROGRAMS AS WELL AS EDUCATIONAL, THERAPEUTIC AND RECREATIONAL OPPORTUNITIES. 0 0 381400 381400 THROUGH THE FOUNDATION'S ANNUAL GRANT CYCLE, BETWEEN 25 AND 30 GRANTS ARE 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. 86 SESSIONS WERE HELD IN THE SUMMER OF 2011 BETWEEN JUNE AND AUGUST. 19928 19928 SAFE & SECURE PROJECT - THE FLUTIE FAMILY SAFE & SECURE PROJECT IS A PARTNERSHIP BETWEEN THE FLUTIE FOUNDATION, LOJACK SAFETYNET AND NORTHEASTERN FENCE & SUPPLY 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.ALSO AS PART OF THE SAFE & SECURE PROJECT, NORTHEASTERN FENCE & SUPPLY HAS PARTNERED WITH THE FOUNDATION TO DONATE 2 FENCE INSTALLATIONS PER YEAR TO FINANCIALLY CHALLENGED FAMILIES OF CHILDREN WIHT AUTISM IN NORTHEASTERN MASSACHUSETTS TO HELP KEEP THEIR KIDS SAFE. 14760 14760 LAURIE FLUTIE COMPUTER INITIATIVE - THE FOUNDATION DISTRIBUTED 52 COMPUTERS IN 2011 TO FAMILIES OF CHILDREN WITH AUTISM AS WELL AS AUTISM PROGRAMS WITHIN OVER 30 NEW ENGLAND SCHOOL DISTRICTS. 227515 8000 OTHER DIRECT PROGRAM EXPENSES AND MISCELLANEOUS AUTISM AWARENESS EXPENDITURES. 242275 22760 673603 1 1 0 1 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 0 1 8 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 X 12 12 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 7818931670 51 SAWYER ROAD SUITE 310 WALTHAM MA 02453 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 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 DAVID R BLOUIN 1.00 X 0 0 0 LISA A BORGES 30.00 X 55859 0 1628 55859 0 1628 0 0 0 0 0 397660 215151 91159 612811 57778 57778 100 100 1389388 1290937 98451 98451 98451 173476 397660 173476 0 30 0 30 30 769170 30 0 156329 409088 409088 15000 15000 57487 45989 2874 8624 142660 78983 17033 46644 1545 962 352 231 16100 10030 1608 4462 809 809 28787 28787 16503 16503 32059 25794 6265 21551 21551 12664 5643 4848 2173 16450 11055 2365 3030 11075 6867 1107 3101 1540 1078 462 1522 1522 3408 2113 341 954 PROGRAM SPONSORSHIPS 36450 36450 CONSULTANT - POLICY STR 3000 3000 CREDIT CARD PROCESSING 2618 2618 830316 673603 87032 69681 138 430 147854 296274 22755 8000 12289 11250 10982 10982 0 0 2378698 1957055 9235 7713 9338 6812 2565552 2302289 11205 8930 369861 374900 5271 9353 386337 393183 X 2179215 1894106 15000 2179215 1909106 2565552 2302289 X -61146 -208963 X X 0 1 1 X 0 X 819645 595353 602102 459959 612811 3089870 819645 595353 602102 459959 612811 3089870 251809 2838061 85555 92017 95250 67936 57878 398636 3488506 0.81350 0.79590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 3414 3414 826902 830316 149547 37387 0 0 140075 155815 142975 149547 588412 882618 4524 4903 5175 3414 18016 35019 38954 35744 37387 147104 220656 0 15000 15000 1.00000 0 0 10982 10982 0 0 769170 830316 -61146 -208963 -208963 -270109 852226 -208963 135046 173476 99559 752667 16503 16503 769170 1122335 135046 173476 308522 813813 16503 16503 830316 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS AT DECEMBER 31, 2011 CONSISTED OF SPONSORSHIPS FOR 2012 SPECIAL EVENTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION HAS EVALUATED THE TAX POSITIONS TAKEN ON RETURNS FOR OPEN YEARS AND THOSE EXPECTED TO BE TAKEN ON RETURNS FOR DECEMBER 31, 2011. 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, 2008 ARE OPEN TO EXAMINATION. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 173,476. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT ADVISORY FEES REPORTED NET OF REVENUE ON THE FINANCIAL STATEMENTS 16,503. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 173,476. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT ADVISORY FEES REPORTED NET OF REVENUE ON THE FINANCIAL STATEMENTS 16,503. 1 NORTH AMERICA - CANADA AND MEXICO, BUT 0 0 GRANT TO RECIPIENT LOCATED IN REGION N/A 15000 0 0 0 0 0 0 15000 0 15000 NORTH AMERICA - CANADA AND MEXICO, BUT PROGRAM SUPPORT 15000 CHECK N/A N/A 1 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 166910 72720 94190 23800 23576 46814 FLUTIE 5K CHALLENGE 68471 45909 22562 2300 20262 3 335755 279031 56724 2500 13000 2804 38420 571136 397660 173476 2500 36800 28680 105496 173476 0 1 LEARNING RIGHTS LAW CENTER 205 S BROADWAY STE 808 LOS ANGELES CA 90012 830434929 501(C)(3) 16750 N/A N/A PROGRAM SUPPORT POSITIVE ACTION COMMUNITY THEATRE (PACT) 2061 VILLAGE PARKWAY 227 ENCINITAS CA 92024 371566774 501(C)(3) 5000 N/A N/A PROGRAM SUPPORT WALDEN FAMILY SERVICES FOUNDATION 6150 MISSION GORGE ROAD STE 210 SAN DIEGO CA 92120 912160214 501(C)(3) 19495 N/A N/A PROGRAM SUPPORT THE AUTISM ALLIANCE OF METROWEST 14 EAST CENTRAL STREET NATICK MA 01760 300091859 501(C)(3) 17500 N/A N/A PROGRAM SUPPORT COMMUNITY RESOURCES FOR PEOPLE WITH AUTISM 116 PLEASANT STREET STE 366 EASTHAMPTON MA 01027 223190449 501(C)(3) 19980 N/A N/A PROGRAM SUPPORT LUK CRISIS CENTER INC 545 WESTMINSTER STREET FITCHBURG MA 01420 042483679 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT MELMARK NEW ENGLAND 461 RIVER ROAD ANDOVER MA 01810 043563345 501(C)(3) 15000 N/A N/A PROGRAM SUPPORT MINUTE MAN ARC FOR HUMAN SERVICES 1269 MAIN STREET CONCORD MA 01742 042269230 501(C)(3) 10048 N/A N/A PROGRAM SUPPORT NORTHEAST ARCAUTISM SUPPORT CENTER 6 SOUTHSIDE ROAD DANVERS MA 01923 042232416 501(C)(3) 17500 N/A N/A PROGRAM SUPPORT SOUTH NORFOLK COUNTY ARCFAMILY AUTISM CENTER 789 CLAPBOARDTREE STREET WESTWOOD MA 02090 042349499 501(C)(3) 22050 N/A N/A PROGRAM SUPPORT SPAULDING REHABILITATION HOSPITAL 125 NASHUA STREET BOSTON MA 02114 042551124 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT UMASS MEDICAL CENTER-AUTISM INSURANCE RESOURCE CENTER 200 TRAPELO ROAD WALTHAM MA 02452 046014838 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT ORGANIZATION FOR AUTISM RESEARCH 2000 NORTH 14TH STREET STE 710 ARLINGTON VA 20009 542062167 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT UNIFIED THEATER INC 15 LEWIS STREET STE 104 HARTFORD CT 06107 383689243 501(C)(3) 10000 N/A N/A PROGRAM SUPPORT ASPERGER'S ASSOCIATION OF NEW ENGLAND 51 WATER STREET STE 206 WATERTOWN MA 02472 043376227 501(C)(3) 15000 N/A N/A PROGRAM SUPPORT AUTISM FAMILIES CONNECTICUT INC PO BOX 370162 WEST HARTFORD CT 06002 061489928 501(C)(3) 13900 N/A N/A PROGRAM SUPPORT MAINE AUTISM ALLIANCE 65 PATTERSON STREET AUGUSTA ME 04330 274412206 501(C)(3) 16729 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 VERMONT FAMILY NETWORK 600 BLAIR PARK ROAD STE 240 WILLISTON VT 05495 331194900 501(C)(3) 15012 N/A N/A PROGRAM SUPPORT NORTH JERSEY FRIENDSHIP HOUSE 125 ATLANTIC STREET HACKENSACK NJ 07601 221766593 501(C)(3) 16200 N/A N/A PROGRAM SUPPORT WEST BERGEN MENTAL HEALTHCARE 120 CHESTNUT STREET RIDGEWOOD NJ 07450 221736531 501(C)(3) 16442 N/A N/A PROGRAM SUPPORT ARTS HORIZONS 2785 FREDERICK DOUGLASS BLVD NEW YORK NY 10039 222418718 501(C)(3) 10635 N/A N/A PROGRAM SUPPORT NASSAU SUFFOLK SERVICES FOR THE AUTISTIC 80 HAUPPAUGE ROAD COMMACK NY 11725 112669753 501(C)(3) 12000 N/A N/A PROGRAM SUPPORT SPECTRUM DESIGNS FOUNDATION LTD 416 MAIN STREET PORT WASHINGTON NY 11050 275020830 501(C)(3) 9000 N/A N/A PROGRAM SUPPORT TOWN OF HAMBURG DEPT OF YOUTH AND RECREATION 2982 LAKEVIEW ROAD HAMBURG NY 14075 166002270 LOCAL GOVT 13500 N/A N/A PROGRAM SUPPORT UNITED CEREBRAL PALSY & HANDICAPPED CHILDREN'S ASSOCIATION OF SYRACUSE 1603 COURT STREET SYRACUSE NY 13208 150532247 501(C)(3) 10334 N/A N/A PROGRAM SUPPORT UPSTATE NEW YORK FAMILIES FOR EFFECTIVE AUTISM TREATMENT 180 LINDEN OAKS DRIVE STE 250 ROCHESTER NY 14625 043833868 501(C)(3) 9825 N/A N/A PROGRAM SUPPORT 27 0 INSTALLATION OF FENCES AT HOMES OF AUTISTIC CHILDREN 2 8453 FMV FENCE MATERIALS AND INSTALLATION PROVISION OF SAFETY BRACELETS TO AUTISTIC CHILDREN 32 11475 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 52 14760 FAIR MARKET VALUE X VARIOUS SMALL AUCTION ITEMS 110 30471 FAIR MARKET VALUE X BRACELETS 32 11475 FAIR MARKET VALUE X FENCE MATERIALS AND INSTALLATION 2 8453 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -208,963. AUDIT COMMITTEE FORM 990, PAGE 12, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.