THE BRIDGEWATER STATE UNIVERSITY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE BRIDGEWATER STATE UNIVERSITY FOUNDATION (EIN 22-2678005)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-12-11
- IRS object ID
- 201203469349300435
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-11T17:39:33-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043000523 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR & DREW PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BRAINTREE HILL OFFICE PARK SUITE | AddressLine1 |
| City | BRAINTREE | City |
| State | MA | State |
| ZIP Code | 02184 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222678005 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIDGEWATER STATE UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRID | NameControl |
| Phone | 5085312683 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 PARK TERRACE | AddressLine1 |
| City | BRIDGEWATER | City |
| State | MA | State |
| ZIP Code | 02325 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRYAN BALDWIN | Name |
| Title | VP FOR UNIV ADVANCEMENT & STRAT PL | Title |
| Phone | 5085315715 | Phone |
| Date Signed | 2012-11-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID A DIIULIS | Name |
| PTIN | P00303577 | PTIN |
| Phone | 6174711120 | Phone |
| Date Prepared | 2012-11-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BRYAN BALDWIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 PARK TERRACE | AddressLine1 |
| City | BRIDGEWATER | City |
| State | MA | State |
| ZIP Code | 02325 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4430177 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BRIDGEW.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 43 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 43 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 43 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1068113 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3290972 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 681011 | InvestmentIncomePriorYear |
| Investment Income Current Year | 763856 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 66009 | OtherRevenuePriorYear |
| Other Revenue Current Year | 312144 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1815133 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4366972 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 487379 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 558632 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 71058 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 495023 | OtherExpensePriorYear |
| Other Expenses Current Year | 366876 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 982402 | TotalExpensesPriorYear |
| Total Expenses Current Year | 925508 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 832731 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3441464 | RevenuesLessExpensesCY |
| Total Assets BOY | 21670395 | TotalAssetsBOY |
| Total Assets EOY | 23325133 | TotalAssetsEOY |
| Total Liabilities BOY | 440494 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 175639 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 21229901 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 23149494 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 337222 | Expense |
| Grants | 337222 | Grants |
| Description | EXPENSES WERE INCURRED TO AWARD STUDENT SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO STUDENTS OF BRIDGEWATER STATE UNIVERSITY | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 171410 | Expense |
| Grants | 171410 | Grants |
| Description | GIFTS TO BRIDGEWATER STATE UNIVERSITY TO ASSIST THE COLLEGE IN PROMOTING AREAS OF EDUCATION AND RESEARCH WHICH DO NOT RECEIVE STATE FUNDING | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 50000 | Expense |
| Grants | 50000 | Grants |
| Description | AMOUNTS PAID TO RED CLOUD INDIAN SCHOOL TO HELP IT ACHIEVE ITS MISSION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 558632 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 43 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 43 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRYAN BALDWIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5085311715 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 PARK TERRACE | AddressLine1 |
| City | BRIDGEWATER | City |
| State | MA | State |
| ZIP Code | 02325 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (43 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| DRMARILYN BARRY | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| THOMAS CARON | |||||
| INVESTMENT CHAIR | 0.00 | X | 0 | 0 | 0 |
| PETER CHASE | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| TERRY COGAN | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| DR THERESA CORCORAN | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| DAVID DEEP | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| DOROTHY DUNN | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| EUGENE DURGIN JR | |||||
| CHAIR | 0.00 | X | 0 | 0 | 0 |
| JOHN HACKETT | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| E DENNIS KELLY JR | |||||
| IMMEDIATE PAST CHAIR | 0.00 | X | 0 | 0 | 0 |
| ALLEN LARSON ESQ | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| DENNIS LEAHY | |||||
| SECRETARY | 0.00 | X | 0 | 0 | 0 |
| JAMES LIVELY | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| RICHARD LOMBARDI | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| F SCOTT LONGO | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| MARY MAHAN | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| DAVID MESSALINE | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| DR DANA MOHLER-FARIA | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| LOUIS RICCIARDI | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| NOBO SIRCAR | |||||
| TREASURER | 0.00 | X | 0 | 0 | 0 |
| PAUL SILVIA ESQ | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| DR MARY LOU THORNBURG | |||||
| VICE CHAIR | 0.00 | X | 0 | 0 | 0 |
| DR ADRIAN TINSLEY | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| ROBERT TODD | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| DR GEORGE WEYGAND | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| ARMAND MARCHAND | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| MARIE BARONI ALLEN | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| GEORGE CHARBONNEAU | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| DAVID B JENKINS | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| RAYMOND BIGELOW | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| DR FRANK SHERRY | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| DONALD VINCENT | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| KEVIN ANDREWS | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| CAROL CONWAY BULMAN | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| CHRISTOPHER COONEY | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| JOHN B CRUZ III | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| JEREMY S DAVID ESQ | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| DR JOSHUA HAMILTON | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| KAYLA HARVEY | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| CAROL SACCHETTI | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| WILLIAM WHELAN | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| JULIETTE JOHNSON | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| CAROLYN TURCHON | |||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 3290972 | AllOtherContributions |
| Noncash Contributions | 58752 | NoncashContributions |
| Total Contributions | 3290972 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 651594 | TotalRevenueColumn |
| Exclusion | $651,594 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 36000 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 36000 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 36000 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 175467 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 63205 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 112262 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 112262 | TotalRevenueColumn |
| Related Or Exempt Function Income | 112262 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 77308 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 77308 | TotalRevenueColumn |
| Exclusion | $77,308 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REVERSAL OF REAL ESTAT | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 198836 | TotalRevenueColumn |
| Related Or Exempt Function Income | 198836 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 198836 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4366972 | TotalRevenueColumn |
| Related Or Exempt Function Income | 347098 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $728,902 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221410 | Total |
| Program Services | 221410 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 337222 | Total |
| Program Services | 337222 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26700 | Total |
| Management And General | 26700 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44962 | Total |
| Management And General | 44962 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25000 | Total |
| Management And General | 25000 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8161 | Total |
| Management And General | 8161 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4502 | Total |
| Management And General | 4502 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3914 | Total |
| Management And General | 3914 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34235 | Total |
| Management And General | 34235 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23409 | Total |
| Management And General | 23409 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| BAD DEBTS | 100000 | 100000 | |
| HOSPITALITY | 63385 | 63385 | |
| STAFF DEVELOPMENT | 10418 | 10418 | |
| SPEAKERS/WORKSHOPS | 7673 | 7673 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14517 | Total |
| Management And General | 14517 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 925508 | Total |
| Program Services | 558632 | ProgramServices |
| Management And General | 295818 | ManagementAndGeneral |
| Fundraising | 71058 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110 | BOY |
| EOY | 110 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 425520 | BOY |
| EOY | 3134591 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1283525 | BOY |
| EOY | 1042860 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1665114 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 419183 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1280166 | BOY |
| EOY | 1245931 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18331074 | BOY |
| EOY | 17551641 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 350000 | BOY |
| EOY | 350000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21670395 | BOY |
| EOY | 23325133 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 199036 | BOY |
| EOY | 37997 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241458 | BOY |
| EOY | 137642 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 440494 | BOY |
| EOY | 175639 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8867646 | BOY |
| EOY | 11046206 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3376443 | BOY |
| EOY | 2598483 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8985812 | BOY |
| EOY | 9504805 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21229901 | BOY |
| EOY | 23149494 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21670395 | BOY |
| EOY | 23325133 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3441464 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1521871 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3784239 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1632072 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1178612 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1035110 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3232220 | CurrentTaxYear |
| Total | 10862253 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50408 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 42925 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34112 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 32973 | CurrentTaxYearMinus1Year |
| Current Tax Year | 58752 | CurrentTaxYear |
| Total | 219170 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3834647 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1674997 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1212724 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1068083 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3290972 | CurrentTaxYear |
| Total | 11081423 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 11081423 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 332263 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 370404 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 381109 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 581904 | CurrentTaxYearMinus1Year |
| Current Tax Year | 687594 | CurrentTaxYear |
| Total | 2353274 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 45875 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29777 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36006 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30009 | CurrentTaxYearMinus1Year |
| Current Tax Year | 77308 | CurrentTaxYear |
| Total | 218975 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 13653672 | TotalSupport |
| Public Support Pertcentage170 | 0.81160 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.80990 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 350000 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12362255 | BeginningOfYearBalance |
| Contributions | 755798 | Contributions |
| Investment Earnings Or Losses | -477104 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -537661 | GrantsOrScholarships |
| End Of Year Balance | 12103288 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11678720 | BeginningOfYearBalance |
| Contributions | 416134 | Contributions |
| Investment Earnings Or Losses | 1625352 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -443718 | GrantsOrScholarships |
| Other Expenditures | -914233 | OtherExpenditures |
| End Of Year Balance | 12362255 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11128085 | BeginningOfYearBalance |
| Contributions | 494582 | Contributions |
| Investment Earnings Or Losses | 931047 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -641184 | GrantsOrScholarships |
| Other Expenditures | -223810 | OtherExpenditures |
| End Of Year Balance | 11678720 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12105912 | BeginningOfYearBalance |
| Contributions | 1329365 | Contributions |
| Investment Earnings Or Losses | -215818 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -545005 | GrantsOrScholarships |
| End Of Year Balance | 11128085 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.79000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.21000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 465145 | OtherCostOrOtherBasis |
| Book Value | 465145 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1143464 | OtherCostOrOtherBasis |
| Depreciation | 367389 | Depreciation |
| Book Value | 776075 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 56505 | OtherCostOrOtherBasis |
| Depreciation | 51794 | Depreciation |
| Book Value | 4711 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1245931 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MUTUAL FUNDS | Description |
| Book Value | 17551641 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 17551641 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITY PAYABLE | Description |
| Amount | $137,642 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 137642 | TotalOfAmounts |
| Total Revenue | 4366972 | TotalRevenue |
| Total Expenses | 925508 | TotalExpenses |
| Excess Or Deficit For Year | 3441464 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1496871 | NetUnrealizedGLOnInvestments |
| Other | -$25,000 | OtherAmount |
| Total Adjustments | -1521871 | TotalAdjustments |
| Excess Or Deficit Per FS | 1919593 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2828731 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1496871 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -1496871 | RevenueNotRptdF990 |
| Revenue Subtotal | 4325602 | RevenueSubtotal |
| Investment Expenses Not Included | 41370 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 41370 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4366972 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 909138 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 25000 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 25000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 884138 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 41370 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 41370 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 925508 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST ANNUITY -25,000. |
| PART III QUESTION 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 QUESTION 4 - THE INTENDED USE OF THE ENDOWMENT FUND IS TO SUPPORT THE PROGRAMS OF THE FOUNDATION. PART X LINE 2 - INCOME TAXES - US GENERALLY ACCEPTED ACCOUNTING PRINCIPLES 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, LLCS, ETC.); 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. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CHAIRMAN'S DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 77308 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 77308 | GrossRevenueEvent1 |
| Gross Receipts Total | 77308 | GrossReceiptsTotal |
| Gross Revenue Total Events | 77308 | GrossRevenueTotalEvents |
| Net Income Summary | 77308 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| BRIDGEWATER STATE UNIVERSITY | ||||||||
| 25 PARK TERRACE | BRIDGEWATER | MA | 02325 | 043010428 | 115 | 171410 | FMV | SUPPORT OF THE COLLEGE THROUGH THE ANNUAL FUND |
| RED CLOUD INDIAN SCHOOL | ||||||||
| 100 MISSION DRIVE | PINE RIDGE | SD | 57770 | 460275071 | 501(C)(3) | 50000 | FMV | SUPPORT THE SCHOOL AND HELP IT ACHIEVE ITS MISSION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation |
|---|---|---|---|
| SCHOLARSHIPS | 165 | 337222 | FMV |
| FMV |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 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. | Explanation |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | SODEXHO FOOD SERVICES | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 58752 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 | |
| FORM 990, PART VI, SECTION B, LINE 15 | BRIDGEWATER STATE UNIVERSITY FOUNDATION HAS NO EMPLOYEES. THE FOUNDATION USES EMPLOYEES OF BRIDGEWATER STATE UNIVERSITY. ALL SALARIES FOR THESE EMPLOYEES ARE PAID BY BRIDGWATER STATE UNIVERSITY. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,496,871. CHANGE IN VALUE OF SPLIT INTEREST ANNUITY -25,000. TOTAL TO FORM 990, PART XI, LINE 5: -1,521,871. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| BRIDGEWATER STATE UNIVERSITY | |
| B | 171410 |
| BRIDGEWATER STATE UNIVERSITY | |
| I | 36000 |
| THE BRIDGEWATER ALUMNI ASSOCIATION | |
| N | |
| BRIDGEWATER STATE UNIVERSITY | |
| N | |
| THE BRIDGEWATER ALUMNI ASSOCIATION | |
| M | |
| BRIDGEWATER STATE UNIVERSITY | |
| M | |
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