2012-05-07T14:25:25-05:00 2011-06-30 G T REILLY & COMPANY 424 ADAMS STREET MILTON MA 02186 990 2010-07-01 222485502 CATHOLIC SCHOOLS FOUNDATION INC CATH 6177785981 260 FRANKLIN ST NO 630 BOSTON MA 02110 BRIAN J GALLAGHER 6177785981 2012-04-10 1 LINDA KRAMER 6176968900 2012-04-10 2010 2016-02-24 21:20:13Z BRIAN J GALLAGHER 260 FRANKLIN ST NO 630 BOSTON MA 02110 39334014 0 X CSFBOSTON.ORG X 1983 MA PROVIDE FINANCIAL ASSISTANCE TO ELEMENTARY AND HIGH SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON 28 28 8 250 0 0 7906999 7709283 0 0 616840 1998423 646312 659820 9170151 10367526 7209813 7118971 0 0 542245 628800 0 0 386694 415406 392631 8167464 8140402 1002687 2227124 49135836 57796416 6791244 5705353 42344592 52091063 X THE CATHOLIC SCHOOLS FOUNDATION, INC. SUPPORTS THE EDUCATIONAL MISSION OF THE CHURCH WHILE HELPING TO PROVIDE PROGRAMS AND SERVICES THAT INSURE OPTIMAL EDUCATIONAL OPPORTUNITIES FOR ALL STUDENTS REGARDLESS OF RACE, RELIGION, NATIONAL ORIGIN, OR GENDER ATTENDING ROMAN CATHOLIC PRIMARY AND SECONDARY SCHOOLS LOCATED IN THE ARCHDIOCESE OF BOSTON. 0 0 5654413 5654413 5,036 SCHOLARSHIPS AWARDED TO STUDENTS TO ATTEND CATHOLIC SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON 318212 318212 THE GUIDANCE COUNSELER PROGRAM SUPPORTS GUIDANCE COUNSELORS IN 8 CATHOLIC SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON SERVICING 3,811 STUDENTS. 296513 296513 THE TECHNOLOGY PROGRAM COMMITTED FUNDS TO PURCHASE 115 "SMART BOARDS" FOR APPROXIMATELY 30 TO 50 CATHOLIC SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON THAT AGREE TO CERTAIN PROGRAM PARTICIPATION STANDARDS.45 SMART BOARDS WERE PURCHASED IN THE 2009 TAX YEAR AND THE REMAINDER WERE PURCHASED IN THE CURRENT TAX YEAR. ADDITIONAL FUNDS WERE COMMITTED TO BE SPENT FOR VARIOUS OTHER PROJECTS AS PART OF THE TECHNOLOGY PROGRAM FOR SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON. 1096286 849833 OTHER PROGRAM SERVICES INCLUDE MARKETING AND RECRUITMENT PROGRAMS TO INCREASE ENROLLMENT WITHIN THE CATHOLIC SCHOOLS, AND OTHER SUPPORT DISTRIBUTED FROM DONOR DIRECTED FUNDS AND VARIOUS FUNDRAISING EVENTS FOR DISCRETIANARY SPENDING DETERMINED BY EACH RECIPIENT CATHOLIC SCHOOL 1096286 849833 7365424 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 7 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X MICHAEL REARDON 6177785981 260 FRANKLIN ST STE 630 BOSTON MA 02110 SEAN CARDINAL O'MALLEY 0.10 X X 0 0 0 PETER S LYNCH 5.00 X X 0 0 0 JAMES G MILLER 2.00 X 0 0 0 JOHN J REMONDI 2.00 X 0 0 0 DANIEL J DWYER ESQ 2.00 X 0 0 0 THOMAS CAREY 2.00 X 0 0 0 MICHAEL A CHAMPA 2.00 X 0 0 0 WILLIAM J DORCENA 2.00 X 0 0 0 JOHN E DREW 2.00 X 0 0 0 BRIAN J GALLAGHER 3.00 X X 0 0 0 REV JAMES E GAUDREAU 2.00 X 0 0 0 MSGR FRANCIS H KELLEY 2.00 X 0 0 0 LINDA H LYNCH 2.00 X 0 0 0 THOMAS W MANNIX 2.00 X 0 0 0 JACK D O'CONNOR 2.00 X 0 0 0 JOHN B REGAN 3.00 X X 0 0 0 ROBERT E STANSKY 2.00 X 0 0 0 PAUL J BIRMINGHAM 2.00 X 0 0 0 TROY F BROWN 2.00 X 0 0 0 KATHRYN M EVERETT 2.00 X 0 0 0 RICHARD J HENKEN 2.00 X X 0 0 0 WILLIAM J LAPOINT 2.00 X 0 0 0 MARK V MATHERS 2.00 X 0 0 0 JAMES F MOONEY III 2.00 X X 0 0 0 ANDREA J CORCORAN 2.00 X 0 0 0 AUDREY M FENTON 2.00 X 0 0 0 DANIEL K KINGSBURY 2.00 X 0 0 0 MARY GRASSA O'NEIL 2.00 X 0 0 0 MICHAEL REARDON 35.00 X 164769 0 11425 164769 0 11425 1 0 1 0 0 1909471 5799812 748496 7709283 791924 791924 29842837 28636338 1206499 1206499 1206499 530046 1909471 330150 199896 199896 CHANGE IN NET ASSETS O 525990 459924 459924 459924 10367526 1666423 0 991820 1464558 1464558 5654413 5654413 530106 182023 86601 261482 15423 5305 3895 6223 48375 15953 7983 24439 34896 12662 5284 16950 94819 94819 30557 17603 4926 8028 17046 17046 119791 3178 116613 12800 9604 3196 2737 125 1535 1077 5272 5272 WEBSITE FEES 23409 23409 SERVICE FEES 18635 18635 MISCELLANEOUS 18487 8785 9702 PRINTING & PUBLICATIONS 14180 486 13694 POSTAGE AND SHIPPING 11492 1874 9618 23406 11334 12072 8140402 7365424 388284 386694 36 219 4915622 2363943 1418131 845444 12423 12607 125087 121777 5299 3310 37296898 48693719 2903843 2948661 2583584 2928513 49135836 57796416 67322 98737 6723922 5606616 6791244 5705353 X 16594721 22886866 2241261 5422593 23508610 23781604 42344592 52091063 49135836 57796416 X 2227124 7519347 X X 0 1 1 X 0 X 9290121 9621922 7427493 7906999 7709283 41955818 280700 254300 479862 780180 530046 2325088 121686 212937 -262888 285888 459924 817547 9692507 10089159 7644467 8973067 8699253 45098453 478846 735338 190100 543393 183716 2131393 0 478846 735338 190100 543393 183716 2131393 42967060 2038828 2921803 1877113 978645 791924 8608313 2038828 2921803 1877113 978645 791924 8608313 11731335 13010962 9521580 9951712 9491177 53706766 0.80000 0.79590 0.16030 0.16180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23289598 295000 5420814 1067359 27938053 21231468 259400 2727437 928707 23289598 27672069 525000 -4646789 2318812 21231468 0.00000 1.00000 0.00000 0 1 1 47007 43872 3135 78080 77905 175 3310 INVESTMENT IN LIMITED PARTNERSHIP 2948661 F 2948661 DIVIDENDS RECEIVABLE 20540 INTEREST IN THE NET ASSETS OF THE CATHOLIC FOUNDATION 2907973 2928513 10367526 8140402 2227124 7519347 7519347 9746471 18217023 7519347 330150 7849497 10367526 0 10367526 8470552 330150 330150 8140402 0 8140402 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INCOME FROM ENDOWMENT FUNDS IS RESTRICTED TO SCHOLARSHIPS, MARKETING AND TECHNOLOGY FOR SCHOOLS AND VARIOUS SPECIAL PROJECTS RELATED TO THE SCHOOLS. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES NETTED WITH SPECIAL FUNDRAISING EVENTS 330,150. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES NETTED WITH SPECIAL FUNDRAISING EVENTS 330,150. DINNER 2249390 1851390 398000 170254 36817 BACK TO SCHOOL CUP 138084 34406 103678 38448 26999 11542 1 52043 23675 28368 24235 21855 2439517 1909471 530046 62683 26999 170254 70214 330150 199896 1 CATHOLIC SCHOOLS OFFICE 66 BROOKS DRIVE BRAINTREE MA 02184 042106175 501(C)(3) 150000 MARKETING CAMPAIGN FOR CATHOLIC SCHOOLS 66 BROOKS DRIVE BRAINTREE MA 02184 501(C)(3) 250000 FINANCIAL AID OUR LADY OF PERPETUAL HELP SCHOOL 94 ST ALPHONSUS ST ROXBURY MA 02120 042106198 501(C)(3) 19450 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM AND OTHER PROGRAMS BOSTON CATHOLIC SCHOOLS CONNECT (BOSTON COLLEGE) 25 ARLINGTON STREET BRIGHTON MA 02135 501(C)(3) 25000 COUNSELING PROGRAM ADMINISTRATIVE LOWELL CATHOLIC HIGH SCHOOL 530 STEVENS ST LOWELL MA 01851 042563657 501(C)(3) 50000 SUPPORT FOR TECHNOLOGY AND OTHER PROGRAMS ST JOSEPH'S ELEMENTARY SCHOOL 143 SOUTH STREET HOLBROOK MA 02343 042106306 501(C)(3) 6400 SUPPORT FOR TECHNOLOGY AND OTHER PROGRAMS CATHEDRAL GRAMMAR SCHOOL 595 HARRISON AVE BOSTON MA 02118 042108350 501(C)(3) 56432 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM AND OTHER SOUTH BOSTON CATHOLIC ACADEMY 866 EAST BROADWAY S BOSTON MA 02127 042106255 501(C)(3) 79250 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM AND OTHER ST PATRICK 131 MT PLEASANT AVE ROXBURY MA 02119 042115507 501(C)(3) 25332 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM BISHOP FENWICK HIGH SCHOOL 99 MARGIN STREET PEABODY MA 01960 562438553 501(C)(3) 20000 SUPPORT FOR OTHER PROGRAMS EAST BOSTON CENTRAL CATHOLIC 69 LONDON STREET EAST BOSTON MA 02128 042573582 501(C)(3) 66374 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM AND OTHER ST ROSE ELEMENTARY SCHOOL 580 BROADWAY CHELSEA MA 02150 042154132 501(C)(3) 83700 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM AND OTHER POPE JOHN PAUL II ACADEMY 2214 DORCHESTER AVE DORCHESTER MA 02124 262607406 501(C)(3) 204400 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM AND OTHER CHRISTO REY BOSTON HIGH SCHOOL 100 SAVIN HILL AVENUE BOSTON MA 02125 562438544 501(C)(3) 10000 SUPPORT FOR OTHER PROGRAMS SUPPORT FOR OTHER PROGRAMS LAWRENCE CATHOLIC ACADEMY 101 PARKER STREET LAWRENCE MA 01843 272281636 501(C)(3) 19000 SUPPORT FOR OTHER PROGRAMS MARIAN HIGH SCHOOL 273 UNION AVENUE FRAMINGHAM MA 01702 562438549 501(C)(3) 50000 SUPPORT FOR OTHER PROGRAMS NATIVITY PREPARATORY SCHOOL-BOSTON 39 LAMARTINE ST JAMAICA PLAIN MA 02130 501(C)(3) 35000 SUPPORT FOR OTHER PROGRAMS NOTRE DAME HIGH SCHOOL 207 HAMPSHIRE ST LAWRENCE MA 01841 861096572 501(C)(3) 55000 SUPPPOR FOR OTHER PROGRAMS SUPPORT FOR OTHER PROGRAMS ST CLEMENT ELEMENTARY AND HIGH SCHOOL 579 BOSTON AVENUE MEDFORD MA 02155 042109874 501(C)(3) 36400 SUPPORT FOR OTHER PROGRAMS SUPPORT FOR OTHER PROGRAMS ST JOHN'S PREPARATORY SCHOOL 72 SPRING STREET DANVERS MA 01923 042104875 501(C)(3) 10000 SUPPORT FOR OTHER PROGRAMS SUPPORT FOR OTHER PROGRAMS SUPPORT FOR OTHER PROGRAMS SUPPORT FOR OTHER PROGRAMS ST MARY JUNIORSENIOR HIGH SCHOOL 35 TERMONT STREET LYNN MA 01902 043106338 501(C)(3) 20000 SUPPORT FOR OTHER PROGRAMS ST PETER ELEMENTARY SCHOOL 96 CONCORD STREET CAMBRIDGE MA 02138 042106360 501(C)(3) 46400 SUPPORT FOR OTHER PROGRAMS SUPPORT FOR OTHER PROGRAMS SUPPORT FOR OTHER PROGRAMS SCHOLARSHIPS 5036 5654413 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALL GRANTS ARE MONITORED BY COMMITTEES ESTABLISHED BY THE BOARD OF TRUSTEES X X 0 0 0 0 0 0 0 0 0 MICHAEL REARDON 164769 0 0 0 0 0 0 0 11425 0 176194 0 0 0 X 7 690415 FMV X AUCTION ITEMS 105 58081 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE AND AUDIT COMMITTEE CHAIRS AND TREASURER OF THE BOARD ARE DELEGATED WITH THIS RESPONSIBILITY. HOWEVER, THE FULL BOARD IS MADE AWARE THAT THE FORM 990 IS OPEN FOR THEIR INSPECTION AND PROVIDED AN OPPORTUNITY TO COMMENT. FORM 990, PART VI, SECTION B, LINE 12C IN JULY OF EACH YEAR, EACH MEMBER COMPLETES AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. THE RESULTS ARE REVIEWED BY THE ADMINISTATIVE ASSISTANT ALONG WITH THE EXECUTIVE NOMINATING COMMITTEE, AND ANY NEEDED ACTIONS ARE TAKEN AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 15A THE OFFICERS OF THE CORPORATIONS BOARD REVIEW AND APPROVE THE INITIAL SALARY AND RAISES OF THE EXECUTIVE DIRECTOR AFTER REVIEWING COMPARATIVE SALARY INFORMATION. ALL BOARD MEETINGS ARE DOCUMENTED THROUGH MINUTES. FORM 990, PART VI, SECTION C, LINE 18 ANOTHER'S WEBSITE: WWW.GUIDESTAR.COM FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL WEBSITE: WWW.MA.GOV/AG CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 7,519,347. OVERSIGHT COMMITTEE PART XI, LINE 2C THE FOUNDATION HAS AN AUDIT COMMITTEE THAT OVERSEES THE SELECTION OF THE AUDITOR AND THE AUDIT OF THE FINANCIAL STATEMENTS ARCHDIOCESE OF BOSTON 66 BROOKS DRIVE BRAINTREE MA 02184 042106175 CHURCH MA 501(C)(3) 170(B)(1)(A)(I) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 ARCHDIOCESE OF BOSTON O 67021