WATERTOWN COMMUNITY FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WATERTOWN COMMUNITY FOUNDATION INC (EIN 30-0229398)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-24
- IRS object ID
- 201242689349300529
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-24T15:26:41-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042513210 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD T REILLY & COMPANY INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 ADAMS STREET | AddressLine1 |
| City | MILTON | City |
| State | MA | State |
| ZIP Code | 02186 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300229398 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATERTOWN COMMUNITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WATE | NameControl |
| Phone | 6176968900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 334 | AddressLine1 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 02471 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREW BUNDY | Name |
| Title | PRESIDENT | Title |
| Phone | 6179261500 | Phone |
| Date Signed | 2012-09-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM B FORD CPA | Name |
| PTIN | P01477213 | PTIN |
| Phone | 6176968900 | Phone |
| Date Prepared | 2012-09-24 | 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 | ANDREW BUNDY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 334 | AddressLine1 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 02472 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 395031 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WATERTOWNFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2003 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | COMMUNITY FOUNDATION FOR THE TOWN OF WATERTOWN | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 42045 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 68135 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 22730 | InvestmentIncomePriorYear |
| Investment Income Current Year | 44996 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 64775 | TotalRevenuePriorYear |
| Total Revenue Current Year | 113131 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 48811 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 67029 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 22874 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 26574 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4508 | OtherExpensePriorYear |
| Other Expenses Current Year | 8079 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 76193 | TotalExpensesPriorYear |
| Total Expenses Current Year | 101682 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -11418 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 11449 | RevenuesLessExpensesCY |
| Total Assets BOY | 1336810 | TotalAssetsBOY |
| Total Assets EOY | 1324280 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1336810 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1324280 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE WATERTOWN COMMUNITY FOUNDATION, INC., SEEKS TO PROMOTE A STRONG, CLOSE-KNIT COMMUNITY BY FOSTERING CONNECTIONS, RESPECT AND MUTUAL SUPPORT AMONG WATERTOWN'S DIVERSE RESIDENTS. IT PROVIDES PHILANTHROPIC LEADERSHIP AND EXPANDS OPPORTUNITIES FOR CHARITABLE GIVING AND NOT-FOR-PROFIT ACTIVITIES THAT MEET LOCAL NEEDS, NOW AND FOR FUTURE GENERATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 95686 | Expense |
| Description | THE ORGANIZATION COMMENCED OPERATIONS DECEMBER 29, 2003. THE FOUNDATION HAS BEEN ORGANIZED TO SUPPORT EDUCATIONAL AND OTHER NON-PROFIT ORGANIZATIONS IN THE TOWN OF WATERTOWN. | Description |
| Total Program Service Expense | 95686 | 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 | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | 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 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | 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 | WILLIAM B FORD TREASURER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6176968900 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 ADAMS STREET | AddressLine1 |
| City | MILTON | City |
| State | MA | State |
| ZIP Code | 02186 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| KEN SHEYTANIAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM B FORD CPA | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| ROBERTA MILLER | ||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| SUSAN L MUSINSKY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANDREW BUNDY | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| ROBERT SHAY | ||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| PIA OWENS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARIAN GROGAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BRETT DEAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DOREEN MUNGER-DAWSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEVE WINNICK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RAY YOUNG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TERESA LEONARD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LORA SABIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THEA SAHR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MIKE SCHADE | ||||||
| EXECUTIVE DIRECTOR | 20.00 | 24167 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 24167 | 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 | 68135 | AllOtherContributions |
| Total Contributions | 68135 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21939 | TotalRevenueColumn |
| Exclusion | $21,939 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 304957 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 281900 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23057 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23057 | TotalRevenueColumn |
| Exclusion | $23,057 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 113131 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $44,996 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65400 | Total |
| Program Services | 65400 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1629 | Total |
| Program Services | 1629 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24167 | Total |
| Program Services | 24167 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2407 | Total |
| Program Services | 2407 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2083 | Total |
| Program Services | 2083 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 872 | Total |
| Management And General | 872 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 631 | Total |
| Management And General | 631 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| PUBLIC RELATIONS AND CO | 1452 | 1452 |
| TELEPHONE AND COMMUNICA | 1377 | 1377 |
| DUES, MEMBERSHIPS AND F | 1289 | 1289 |
| POSTAGE | 270 | 270 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105 | Total |
| Management And General | 105 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101682 | Total |
| Program Services | 95686 | ProgramServices |
| Management And General | 5996 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64695 | BOY |
| EOY | 336391 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1272115 | BOY |
| EOY | 987889 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1336810 | BOY |
| EOY | 1324280 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52353 | BOY |
| EOY | 56025 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1284457 | BOY |
| EOY | 1268255 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1336810 | BOY |
| EOY | 1324280 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1336810 | BOY |
| EOY | 1324280 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 11449 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -23979 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 72240 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 36598 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 42075 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42045 | CurrentTaxYearMinus1Year |
| Current Tax Year | 68135 | CurrentTaxYear |
| Total | 261093 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 72240 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 36598 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 42075 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42045 | CurrentTaxYearMinus1Year |
| Current Tax Year | 68135 | CurrentTaxYear |
| Total | 261093 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 113656 | AmountsSubstContributorsTotal |
| Public Support Total170 | 147437 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 28864 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29629 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24210 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22730 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21939 | CurrentTaxYear |
| Total | 127372 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 388465 | TotalSupport |
| Public Support Pertcentage170 | 0.37950 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.39750 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | VANGUARD 500 INDEX FUND - ADMIRAL SHARES | Description |
| Book Value | 987889 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 987889 | TotalOfBookValueSecurities |
| Total Revenue | 113131 | TotalRevenue |
| Total Expenses | 101682 | TotalExpenses |
| Excess Or Deficit For Year | 11449 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -23979 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -23979 | TotalAdjustments |
| Excess Or Deficit Per FS | -12530 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 89152 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -23979 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -23979 | RevenueNotRptdF990 |
| Revenue Subtotal | 113131 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 113131 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 101682 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 101682 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 101682 | TotalExpensesPerForm990 |
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 | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| WATERTOWN FAMILY NETWORK | |||||||
| 30 COMMON STREET | WATERTOWN | MA | 02472 | 046001340 | 501 C 3 | 5700 | GRANTS TO CORE INSTITUTIONS |
| ARSENAL CENTER FOR THE ARTS | |||||||
| 321 ARSENAL STREET | WATERTOWN | MA | 02472 | 043430963 | 501 C 3 | 5250 | GRANTS TO CORE INSTITUTIONS |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE FOUNDATION REQUIRES ALL GRANT RECIPIENTS TO SUBMIT PERFORMANCE STATUS REPORTS AT PRE-DETERMINED SPECIFIED DATES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FOUNDATION'S FORM 990 IS PREPARED BY THE TREASURER OF THE ORGANIZATION. THE FOUNDATION'S BOARD OF DIRECTORS REVIEW A DRAFT OF THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. UPON SATISFACTORY REVIEW, THE BOARD OF DIRECTORS VOTES TO ACCEPT THE FORM 990 AS PREPARED BY THE TREASURER AND DEEMS IT ACCEPTABLE FOR SIGNATURE AND FILING BY THE APPROPRIATE CORPORATE OFFICER. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL WRITTEN AFFIRMATIONS ARE REQUIRED BY ALL BOARD MEMBERS. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR ENSURING COMPLIANCE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | AS PART OF THE ANNUAL BUDGET PROCESS, THE EXECUTIVE COMMITTEE ACTS AS THE COMPENSATION COMMITTEE FOR THE EXECUTIVE DIRECTOR AND, IF NECESSARY, ANY OTHER OFFICERS OR KEY EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FINANCIAL STATEMENTS AND THE TAX RETURNS OF THE FOUNDATION ARE AVAILABLE ON THE COMMONWEALTH OF MASSACHUSETTS DEPARTMENT OF ATTORNEY GENERAL'S WEBSITE, AS WELL AS, OTHER PUBLICLY AVAILABLE WEBSITES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENT REQUESTS ARE MADE TO THE EXECUTIVE DIRECTOR VIA TELEPHONE OR EMAIL. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -23,979. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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