2012-11-14T14:07:58-06:00 2011-12-31 420714325 MCGLADREY LLP 80 CITY SQUARE BOSTON MA 021293742 990 2011-01-01 042760083 THE GENESIS FUND GENE 7818904282 1347 MAIN STREET WALTHAM MA 02451 MCGLADREY LLP 7815751177 2012-11-14 1 LYNNE JOHNSON P00757336 6179129000 2011 2016-02-24 21:20:13Z MURRAY FEINGOLD MD 1347 MAIN STREET WALTHAM MA 02451 2143450 0 X WWW.THEGENESISFUND.ORG X 1982 MA THE MISSION OF THE GENESIS FUND IS TO PROVIDE FUNDING FOR THE DIAGNOSIS AND COMPASSIONATE, COORDINATED CARE OF CHILDREN BORN WITH PHYSICAL, INTELLECTUAL, DEVELOPMENTAL, AND GENETIC DISORDERS, AND TO AID THEM IN ACHIEVING THEIR FULL POTENTIAL. 38 36 5 80 0 0 822725 666957 0 0 79018 113516 0 0 901743 780473 994470 827000 0 0 313205 283970 0 0 298379 161114 171866 1468789 1282836 -567046 -502363 1191324 601455 56690 97207 1134634 504248 THE MISSION OF THE GENESIS FUND IS TO PROVIDE FUNDING FOR THE DIAGNOSIS AND COMPASSIONATE, COORDINATED CARE OF CHILDREN BORN WITH PHYSICAL, INTELLECTUAL, DEVELOPMENTAL, AND GENETIC DISORDERS, AND TO AID THEM IN ACHIEVING THEIR FULL POTENTIAL. 0 0 7053 7053 PROVIDE THE FUNDING FOR PROGRAMS DEVELOPED AND/OR RUN BY THERAPY AND THE PERFORMING ARTS. THERAPY AND THE PERFORMING ARTS EITHER DEVELOPS OR SUPPORTS MUSIC, ART, DANCE, SPORTING ACTIVITIES, HORSEBACK RIDING, ETC FOR MENTALLY AND/OR PHYSICALLY DISABLED CHILDREN IN THE GREATER NEW ENGLAND AREA. 814748 814748 THE MISSION OF THE GENESIS FUND IS TO DEVELOP AND EXECUTE FUNDRAISING EVENTS IN ORDER TO PROVIDE FUNDING TO ORGANIZATIONS SUPPORTING OUR MISSION OF CARE AND TREATMENT OF CHILDREN BORN WITH BIRTH DEFECTS, GENETIC DISEASES AND MENTAL RETARDATION. 5199 5199 CHILDREN'S NEEDS TECHNICAL FUND WAS ESTABLISHED IN 2011. THE GRANTS WERE FOR THE PURCHASES OF IPADS FOR CHILDREN WITH SPECIAL NEEDS. 827000 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 8 0 5 1 0 0 0 0 0 0 0 0 0 0 X 38 36 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 MA X DR MURRAY FEINGOLD 7818904282 1347 MAIN STREET WALTHAM MA 02451 ANDREW TUCHLER 0.50 X 0 0 0 BARRY TATELMAN 0.50 X 0 0 0 BETH HAVLICEK 0.50 X 0 0 0 BEV TILDEN 0.50 X 0 0 0 BRIAN MCLAUGHLIN 5.00 X X 0 0 0 CATHERINE NOWAK MD 0.50 X 0 107482 14914 CHRIS HAVLICEK 0.50 X 0 0 0 CHRIS WAYLAND 0.50 X 0 0 0 DAVE PORTER 0.50 X 0 0 0 DICK FLAVIN 0.50 X 0 0 0 EJ JAXTIMER 0.50 X 0 0 0 EDWARD KELJIK 0.50 X 0 0 0 HERBERT HOFFMAN 0.50 X 0 0 0 HEYWOOD WILANSKY 0.50 X 0 0 0 JACK LAURENDEAU 5.00 X X 0 0 0 JACK WILLIAMS 0.50 X 0 0 0 JAY MILLER 0.50 X 0 0 0 JOHN HAVLICEK 0.50 X 0 0 0 JOHN MADISON 0.50 X 0 0 0 JOHN SCARPELLINI 0.50 X 0 0 0 JUSTIN FEINGOLD 0.50 X 0 0 0 KATHRYN KOROSTOFF 0.50 X 0 0 0 KEITH MCLAUGHLIN 0.50 X 0 0 0 MARCI WILLIAMS 3.00 X X 0 0 0 MARY MENNA 0.50 X 0 0 0 MATTHEW HOFFMAN 0.50 X 0 0 0 MICHAEL GASS ESQ 0.50 X 0 0 0 MICHAEL YANOFF 0.50 X 0 0 0 MURRAY FEINGOLD MD 40.00 X X 29423 135519 17252 NATALIE JACOBSON 0.50 X 0 0 0 PATRICK PURCELL 0.50 X 0 0 0 RICK CURTIN 0.50 X 0 0 0 STEVEN GOLDBLATT ESQ 0.50 X 0 0 0 SUSAN WORNICK 0.50 X 0 0 0 THOMAS GALLIGAN 3.00 X X 0 0 0 TIMOTHE MCCOY 0.50 X 0 0 0 TIMOTHY JOHNSON MD 0.50 X 0 0 0 WALLY ROENICK 0.50 X 0 0 0 29423 243001 32166 0 0 1 0 0 523355 143602 62671 666957 16752 16752 981705 875770 9171 105935 -9171 96764 96764 478036 523355 478036 0 780473 0 0 113516 821801 821801 5199 5199 29423 29423 204896 39112 165784 31722 5295 26427 17929 2993 14936 28235 28235 26459 26009 450 7832 7118 714 52696 8796 43900 2499 507 1992 5681 948 4733 12756 10024 2732 INVESTMENT FEES 6577 6577 TELEPHONE EXPENSE 3891 649 3242 BANK FEES 1712 1712 POSTAGE EXPENSE 1186 1186 22342 18296 4046 1282836 827000 157457 298379 91524 47994 13100 14650 19700 20980 81102 73777 19786 7325 1046933 510081 281 425 1191324 601455 56265 97207 425 0 56690 97207 X 1084634 504248 50000 0 1134634 504248 1191324 601455 X -502363 -128023 X 0 1 1 X 0 X 1628068 1342448 1253379 822725 663311 5709931 1628068 1342448 1253379 822725 663311 5709931 5709931 50190 58279 30380 27823 16752 183424 584751 609128 425674 493049 481682 2594284 8487639 0.67270 0.97290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50835 43728 7107 30267 30049 218 7325 780473 1282836 -502363 -128023 -128023 -630386 1130486 -128023 -128023 1258509 -478036 -478036 780473 1760872 478036 478036 1282836 0 1282836 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FUND IS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE FUND IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME. THE FUND FOLLOWS THE FASB GUIDANCE, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. MANAGEMENT BELIEVES THAT THE FUND HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. WITH FEW EXCEPTIONS, THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S., FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2008. THE FUND WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF OPERATING EXPENSES. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -478,036. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 478,036. JHCFT 288422 34951 253471 80159 79995 93316 ULTIMATE GOLF 147483 102819 44664 44664 20 565486 385585 179901 6639 56077 17250 99936 1001391 523355 478036 86798 136072 17250 237916 478036 0 1 CHILDREN'S HOSPITAL PEDIATRIC ASSOC 300 LONGWOOD AVENUE BOSTON MA 02115 431987409 501(C)(3) 50000 0 PEDIATRIC CARE TO CHILDREN WITH SPECIAL NEEDS. SOUTH SHORE CONSERVATORY PO BOX 1523 DUXBURY MA 02331 042470761 501(C)(3) 7053 0 ARTS THERAPY TO CHILDREN WITH SPECIAL NEEDS. THE FEINGOLD CENTER FOR CHILDREN 1347 MAIN ST 2ND FLOOR WALTHAM MA 02451 042855859 501(C)(3) 764748 0 MEDICAL CARE TO CHILDREN WITH SPECIAL NEEDS. 3 CHILDREN'S TECH NEEDS 9 5199 FMV PURCHASES OF IPADS FOR CHILDREN WITH SPECIAL NEEDS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE GENESIS FUND PROVIDES GRANTS TO OTHER ORGANIZATIONS THAT SHARE THE SAME MISSION AS THE GENESIS FUND, PROVIDING COORDINATED CARE TO CHILDREN WITH SPECIAL NEEDS. IN ADDITION, THE FUND HAS A NEW PROGRAM WHERE THE FUND PROVIDES SUPPORT TO CHILDREN WITH SPECIAL NEEDS. 1 X X 0 0 0 0 0 0 0 0 0 MURRAY FEINGOLD MD 29423 135519 0 0 0 0 0 0 0 17252 29423 152771 0 0 X 7900 FMV X 3 13150 FMV X AUCTION ITEMS 8 34031 FMV X BAGS/GOODY BAGS 4 4260 FMV X GIFT CARDS 1 1600 FMV X RAFFLE PRIZES 2 1200 FMV X GOLF BALLS 1 530 FMV 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF DONORS. FORM 990, PART VI, SECTION A, LINE 2 MURRAY FEINGOLD AND JUSTIN FEINGOLD: FAMILY RELATIONSHIP JACK WILLIAMS AND MARCY WILLIAMS: FAMILY RELATIONSHIP JOHN HAVLICEK, BETH HAVLICEK AND CHRISTOPHER HAVLICEK: FAMILY RELATIONSHIP BRIAN MCLAUGHLIN AND KEITH MCLAUGHLIN: FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE ORGANIZATION'S ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE ORGANIZATION'S MANAGEMENT. A DRAFT OF THE FORM 990 IS REVIEWED BY THE BUSINESS MANAGER. ALL COMMENTS ARE THEN ADDRESSED AND ANY NECESSARY CHANGES ARE MADE. THE REVISED DRAFT IS FORWARDED TO THE PRESIDENT FOR FINAL REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION MONITORS COMPENSATION LEVELS BY USING COMPARABILITY DATA FROM SIMILAR ORGANIZATIONS. EMPLOYEE'S OF THE ORGANIZATION HAVE NOT RECEIVED AN INCREASE IN COMPENSATION FOR THREE YEARS AND A FEW TOP EXECUTIVES HAVE TAKEN PAY CUTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE FORM 990 IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -128,023. FEINGOLD CENTER FOR CHILDREN 52 SECOND AVENUE WALTHAM MA 02451 042855859 MEDICAL MA 501(C)(3) LINE 9 N/A 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0