BOSTON BENEFITS FOUNDATION: Form 990EZ, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: BOSTON BENEFITS FOUNDATION (EIN 04-3584693)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-06-27
IRS object ID: 201211799349200301
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-EZ
Schedule A
Schedule O
Compensation Explanation

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-06-27T07:42:59-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KING MCNAMARA & MORIARTY LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	473 WASHINGTON STREET	AddressLine1
City	NORWOOD	City
State	MA	State
ZIP Code	020622330	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990EZ	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	043584693	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	BOSTON BENEFITS FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BOST	NameControl
Phone	7812550214	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	477 WASHINGTON STREET	AddressLine1
Address Line2	ROOM/SUITE 15	AddressLine2
City	NORWOOD	City
State	MA	State
ZIP Code	02062	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	CHARLES S BEAN III	Name
Title	PRESIDENT	Title
Phone	7812550214	Phone
Date Signed	2012-05-11	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JOSEPH B MORIARTY CPA	Name
Phone	7817696300	Phone
Date Prepared	2012-06-11	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-EZ IRS990EZ

Field	Value	IRS element (for citing)
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Schedule B Not Required	X	ScheduleBNotRequired
Web Site	N/A	WebSite
Organization501c3	X	Organization501c3
Gross Receipts	80603	GrossReceipts
Info In Schedule O Part I	X	InfoInScheduleOPartI
Contributions Gifts Grants Etc	47845	ContributionsGiftsGrantsEtc
Investment Income	7528	InvestmentIncome
Gross Amount From Sale Of Assets	25230	GrossAmountFromSaleOfAssets
Cost Other Basis And Sales Expenses	17519	CostOtherBasisAndSalesExpenses
Gain Or Loss From Sale Of Assets	7711	GainOrLossFromSaleOfAssets
Total Revenue	63084	TotalRevenue
Grants And Similar Amounts Paid	8800	GrantsAndSimilarAmountsPaid
Fees And Oth Pymt To Ind Contractors	450	FeesAndOthPymtToIndContractors
Occupancy Rent Utilities And Maint	33	OccupancyRentUtilitiesAndMaint
Other Expenses Total	19264	OtherExpensesTotal
Total Expenses	28547	TotalExpenses
Excess Or Deficit For Year	34537	ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY	241027	NetAssetsOrFundBalancesBOY
Other Changes In Net Assets	-31338	OtherChangesInNetAssets
Net Assets Or Fund Balances EOY	244226	NetAssetsOrFundBalancesEOY
Info In Schedule O Part II	X	InfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

Field	Value	IRS element (for citing)
BOY	240077	BOY
EOY	244059	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	950	BOY
EOY	167	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	241027	BOY
EOY	244226	EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

Field	Value	IRS element (for citing)
BOY	241027	BOY
EOY	244226	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Primary Exempt Purpose	COMMUNITY SCHOLARSHIPS/GRANTS	PrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment

Field	Value	IRS element (for citing)
Description Program Service Accom	BOSTON BENEFITS FOUNDATION IS OPERATED EXCLUSIVELY FOR CHARITABLE, LITERARY,RELIGIOUS, SCIENTIFIC AND EDUCATIONAL PURPOSES. THE FOUNDATION PROMOTES AND ENCOURAGES EDUCATIONAL AND DEVELOPMENTAL OPPORTUNITIES FOR CHILDREN FROM THE GREATER BOSTON METROPOLITAN REGION. IN CONSIDERATION OF THE FOREGOING,THE FOUNDATION MADE A 8,800 CONTRIBUTION TO PRIMARY SOURCE; PRIMARY SOURCE IS A 501C3, NON-PROFIT ORGANIZATION THAT PROMOTES HISTORY AND HUMANITIES EDUCATION BY CONNECTING EDUCATORS TO PEOPLE AND CULTURES THROUGHOUT THE WORLD. IN PARTNERSHIP WITH TEACHERS, SCHOLARS, AND THE BROADER COMMUNITY, PRIMARY SOURCE PROVIDES LEARNING OPPORTUNITIES AND CURRICULUM RESOURCES FOR K-12 EDUCATORS. BY INTRODUCING GLOBAL CONTENT, PRIMARY SOURCE SHAPES THE WAY TEACHERS AND STUDENTS LEARN, SO THAT THEIR KNOWLEDGE IS DEEPER AND THEIR THINKING IS FLEXIBLE AND OPEN TO INQUIRY.	DescriptionProgramServiceAccom
Grants And Allocations	8800	GrantsAndAllocations
Program Service Expenses	27996	ProgramServiceExpenses

Field	Value	IRS element (for citing)
Total Program Service Expenses	27996	TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (8 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
CHARLES S BEAN III
700 CLAPBOARDTREE STREET	WESTWOOD	MA	02090	PRES./DIRECT	0.50	0
CHARLES F MURPHY III
43 WALNUT STREET	SCITUATE	MA	02066	TREAS./DIREC	0.50	0
MICHAEL J GILL
41 ALLENS LANE	DUXBURY	MA	02332	CLERK/DIRECT	0.50	0
JOHN CRONIN
185 MARGERY LANE	WESTWOOD	MA	02090	DIRECTOR	0.50	0
JAMES W REIDY
19 GANNETT ROAD	SCITUATE	MA	02090	DIRECTOR	0.50	0
THEODORE SHEA
330 E 39TH STREET	NEW YORK	NY	10116	DIRECTOR	0.50	0
PAUL F HARDIMAN
13 ORIOLE ROAD	MEDFIELD	MA	02050	DIRECTOR	0.50	0
PETER HIGGINS
5 FLINTLOCK CIRLE	HINGHAM	MA	02043	DIRECTOR	0.50	0

Field	Value	IRS element (for citing)
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc	false	MadeChangesToOrgnzngEtcDoc
Organization Had UBI	false	OrganizationHadUBI
Subject To Proxy Tax	false	SubjectToProxyTax
Organization Dissolved Etc	false	OrganizationDissolvedEtc
Did Org File Form1120 POL This Year	false	DidOrgFileForm1120POLThisYear
Made Loans To From Officers	false	MadeLoansToFromOfficers
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTrans
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
States Where Copy Of Return Is Filed	MA	StatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	HERITAGE FINANCIAL GROUP	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	477 WASHINGTON STREET	AddressLine1
Address Line2	UNIT 15	AddressLine2
City	NORWOOD	City
State	MA	State
ZIP Code	02062	ZIPCode

Field	Value	IRS element (for citing)
Telephone Number	7812550214	TelephoneNumber

Field	Value	IRS element (for citing)
Foreign Financial Account	false	ForeignFinancialAccount
Foreign Office	false	ForeignOffice
Maintain Any Donor Advised Funds	false	MaintainAnyDonorAdvisedFunds
Does Org Have Hospital	false	DoesOrgHaveHospital
Tanning Services Provided	false	TanningServicesProvided
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Engage Political Cmpgn Activities	false	EngagePoliticalCmpgnActivities
Engage In Lobbying Activities	false	EngageInLobbyingActivities
Operating School	false	OperatingSchool
Trnsfrs Exempt Non Char Related Org	false	TrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid Empl	NONE	PartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof Ser	NONE	PartVIAHghstPaidCntrctProfSer
Filed Schedule A	true	FiledScheduleA

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	51805	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	56620	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	48620	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	40050	CurrentTaxYearMinus1Year
Current Tax Year	47845	CurrentTaxYear
Total	244940	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	51805	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	56620	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	48620	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	40050	CurrentTaxYearMinus1Year
Current Tax Year	47845	CurrentTaxYear
Total	244940	Total

Field	Value	IRS element (for citing)
Public Support Total509	244940	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	5768	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	6438	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	5194	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	6418	CurrentTaxYearMinus1Year
Current Tax Year	7528	CurrentTaxYear
Total	31346	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	5768	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	6438	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	5194	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	6418	CurrentTaxYearMinus1Year
Current Tax Year	7528	CurrentTaxYear
Total	31346	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	57573	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	63058	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	53814	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	46468	CurrentTaxYearMinus1Year
Current Tax Year	55373	CurrentTaxYear
Total	276286	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.88650	PublicSupportPercentage509
Prior Year Support Percentage	0.86360	PriorYearSupportPercentage
Investment Income Percentage	0.11000	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.14000	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
GRANTS AND SIMILAR AMTS PAID TO ORGANIZATIONS	FORM 990-EZ, PART I, LINE 10	PRIMARY SOURCE 101 WALNUT STREET WATERTOWN, MA 02472 8,800 0 0
OTHER EXPENSES	FORM 990-EZ, PART I, LINE 16	EXPENSES BOARD MEETING 1,259 GOLF TOURNAMENT 10,829 PRINTING 7,075 FOREIGN TAX 66 FILING FEES 35 TOTAL 19,264
OTHER CHANGES IN NET ASSETS OR FUND BALANCES	FORM 990-EZ, PART I, LINE 20	INVESTMENTS PURCHASED NET OF PROCEEDS -39,287 CHANGE IN MARKET VALUE 7,779 VARIANCE 170
OTHER ASSETS	FORM 990-EZ, PART II, LINE 24	2,550 2,550 LESS ACCUMULATED AMORTIZATION 2,350 2,383 DEPOSIT FOR 2011 GOLF TOURNAMENT 750 0 TOTAL 950 167
FIRST ACCOMPLISHMENT	FORM 990-EZ, PART III, LINE 28	BOSTON BENEFITS FOUNDATION IS OPERATED EXCLUSIVELY FOR CHARITABLE, LITERARY,RELIGIOUS, SCIENTIFIC AND EDUCATIONAL PURPOSES. THE FOUNDATION PROMOTES AND ENCOURAGES EDUCATIONAL AND DEVELOPMENTAL OPPORTUNITIES FOR CHILDREN FROM THE GREATER BOSTON METROPOLITAN REGION. IN CONSIDERATION OF THE FOREGOING,THE FOUNDATION MADE A 8,800 CONTRIBUTION TO PRIMARY SOURCE; PRIMARY SOURCE IS A 501C3, NON-PROFIT ORGANIZATION THAT PROMOTES HISTORY AND HUMANITIES EDUCATION BY CONNECTING EDUCATORS TO PEOPLE AND CULTURES THROUGHOUT THE WORLD. IN PARTNERSHIP WITH TEACHERS, SCHOLARS, AND THE BROADER COMMUNITY, PRIMARY SOURCE PROVIDES LEARNING OPPORTUNITIES AND CURRICULUM RESOURCES FOR K-12 EDUCATORS. BY INTRODUCING GLOBAL CONTENT, PRIMARY SOURCE SHAPES THE WAY TEACHERS AND STUDENTS LEARN, SO THAT THEIR KNOWLEDGE IS DEEPER AND THEIR THINKING IS FLEXIBLE AND OPEN TO INQUIRY.

Compensation Explanation CompensationExplanation

Compensation Compensation (8 entries)

CHARLES S BEAN III
CHARLES F MURPHY III
MICHAEL J GILL
JOHN CRONIN
JAMES W REIDY
THEODORE SHEA
PAUL F HARDIMAN
PETER HIGGINS