CATHOLIC SCHOOLS FOUNDATION INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
CATHOLIC SCHOOLS FOUNDATION INC (EIN 22-2485502)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-11
IRS object ID
201111319349301206
Schema version
2009v1.7
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

FieldValueIRS element (for citing)
Timestamp2011-05-11T09:18:36-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1G T REILLY & COMPANYBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1424 ADAMS STREETAddressLine1
CityMILTONCity
StateMAState
ZIP Code02186ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN222485502EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CATHOLIC SCHOOLS FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCATHNameControl
Phone6177785981Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1260 FRANKLIN STREET No 630AddressLine1
CityBostonCity
StateMAState
ZIP Code02110ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBRIAN J GALLAGHERName
TitleTREASURERTitle
Phone6177785981Phone
Date Signed2011-04-27DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLinda KramerName
Phone6176968900Phone
Date Prepared2011-04-27DatePrepared
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonBRIAN J GALLAGHERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1260 FRANKLIN STREET No 630AddressLine1
CityBostonCity
StateMAState
ZIP Code02110ZIPCode
FieldValueIRS element (for citing)
Gross Receipts22309863GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitecsfboston.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1983YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionPROVIDE FINANCIAL ASSISTANCE TO ELEMENTARY AND HIGH SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTONActivityOrMissionDescription
Nbr Voting Members Governing Body29NbrVotingMembersGoverningBody
Nbr Independent Voting Members29NbrIndependentVotingMembers
Total Nbr Employees8TotalNbrEmployees
Total Nbr Volunteers250TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year7427493ContributionsGrantsPriorYear
Contributions Grants Current Year7906999ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-2291522InvestmentIncomePriorYear
Investment Income Current Year616840InvestmentIncomeCurrentYear
Other Revenue Prior Year-65019OtherRevenuePriorYear
Other Revenue Current Year646312OtherRevenueCurrentYear
Total Revenue Prior Year5070952TotalRevenuePriorYear
Total Revenue Current Year9170151TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year7766459GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY7209813GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year550611SalariesEtcPriorYear
Salaries Etc Current Year542245SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year372016TotalFundrsngExpCurrentYear
Other Expense Prior Year395343OtherExpensePriorYear
Other Expenses Current Year415406OtherExpensesCurrentYear
Total Expenses Prior Year8712413TotalExpensesPriorYear
Total Expenses Current Year8167464TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-3641461RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1002687RevenuesLessExpensesCY
Total Assets BOY44173507TotalAssetsBOY
Total Assets EOY49135836TotalAssetsEOY
Total Liabilities BOY6845205TotalLiabilitiesBOY
Total Liabilities EOY6791244TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY37328302NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY42344592NetAssetsOrFundBalancesEOY
Mission DescriptionThe 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense5866175Expense
Grants5866175Grants
Description4,928 scholarships awarded to students to attend Catholic schools within the Archdiocese of BostonDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense347898Expense
Grants347898Grants
DescriptionThe Guidance Counseler program supports guidance counselors in 8 Catholic schools within the Archdiocese of Boston servicing 2,998 students.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense210092Expense
Grants210092Grants
DescriptionThe 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 current fiscal year benefiting 24 schools.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense992908Expense
Grants785648Grants
DescriptionOther 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 schoolDescription
FieldValueIRS element (for citing)
Total Of Other Program Service Exp992908TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt785648TotalOfOtherProgramServiceGrnt
Total Program Service Expense7417073TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10963NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees8NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members29NbrVotingGoverningBodyMembers
Number Independent Voting Members29NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MICHAEL REARDONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6177785981TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1260 FRANKLIN ST SUITE 630AddressLine1
CityBOSTONCity
StateMAState
ZIP Code02110ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (31 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
SEAN CARDINAL O'MALLEY
CHAIRMAN0.10XX000
PETER S LYNCH
PRESIDENT5.00XX000
JAMES G MILLER
TRUSTEE2.00X000
JOHN J REMONDI
TRUSTEE2.00X000
DaNIEL J DWYER ESQ
CLERK2.00XX000
THOMAS CAREY
TRUSTEE2.00X000
MICHAEL A CHAMPA
TRUSTEE2.00X000
WILLIAM J DORCENA
TRUSTEE2.00X000
John E Drew
TRUSTEE2.00X000
BRIAN J GALLAGHER
TREASURER3.00XX000
REV JAMES E GAUDREAU
TRUSTEE2.00X000
MARY KALLIN KAYE
TRUSTEE2.00X000
MSGR FRANCIS H KELLEY
TRUSTEE2.00X000
LINDA H LYNCH
TRUSTEE2.00X000
THOMAS W MANNIX
TRUSTEE2.00X000
JOHN T MCDONOUGH
TRUSTEE2.00X000
JACK D O'CONNOR
TRUSTEE2.00X000
John J Regan Esq
VICE PRESIDENT3.00XX000
ROBERT E STANSKY
TRUSTEE2.00X000
Paul J Birmingham
TruSTEE2.00X000
Troy F Brown
TruSTEE2.00X000
Kathryn M Everett
truSTEE2.00X000
Richard J Henken
truSTEE2.00X000
William J LaPoint
truSTEE2.00X000
Mark V Mathers
truSTEE2.00X000
James F Mooney III
truSTEE2.00X000
ANDREA J CORCORAN
TRUSTEE2.00X000
AUDREY M FENTON
TRUSTEE2.00X000
DANIEL K KINGSBURY
TRUSTEE2.00X000
MARY GRASSA O'NEIL
TRUSTEE2.00X000
MICHAEL REARDON
EXEC. DIR.35.0013961400X
FieldValueIRS element (for citing)
Total Reportable Comp From Org139614TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events1762522FundraisingEvents
All Other Contributions6144477AllOtherContributions
Noncash Contributions656339NoncashContributions
Total Contributions7906999TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column978645TotalRevenueColumn
Exclusion$978,645ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities12358149Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities12719954Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-361805Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-361805TotalRevenueColumn
Related Or Exempt Function Income-361805RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Gross Income Fundraising Events780182GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events1762522CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses419758FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column360424TotalRevenueColumn
Exclusion$360,424ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionCHANGE IN NET ASSETS ODescription
Business Code525990BusinessCode
Total Revenue Column285888TotalRevenueColumn
Related Or Exempt Function Income285888RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue285888TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column9170151TotalRevenueColumn
Related Or Exempt Function Income-75917RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,339,069ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1343638Total
Program Services1343638ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total5866175Total
Program Services5866175ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total447583Total
Program Services154438ProgramServices
Management And General66034ManagementAndGeneral
Fundraising227111Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total26139Total
Program Services9929ProgramServices
Management And General4377ManagementAndGeneral
Fundraising11833Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total37327Total
Program Services12993ProgramServices
Management And General4403ManagementAndGeneral
Fundraising19931Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total31196Total
Program Services11152ProgramServices
Management And General4861ManagementAndGeneral
Fundraising15183Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total103552Total
Program Services5862ProgramServices
Management And General97690ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total17091Total
Management And General17091ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total7402Total
Program Services1589ProgramServices
Management And General4673ManagementAndGeneral
Fundraising1140Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total22017Total
Fundraising22017Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total113019Total
Program Services2046ProgramServices
Management And General110973ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total12524Total
Program Services9216ProgramServices
Management And General3308ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1525Total
Program Services35ProgramServices
Management And General405ManagementAndGeneral
Fundraising1085Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total24707Total
Management And General24707ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralFundraisingFundraising
PRINTING & PUBLICATIONS3994327839665
SERVICE FEES2060820608
POSTAGE AND SHIPPING17790146916321
MISCELLANEOUS1362952208409
EVENT EXPENSES91449144

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total12455Total
Management And General12278ManagementAndGeneral
Fundraising177Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total8167464Total
Program Services7417073ProgramServices
Management And General378375ManagementAndGeneral
Fundraising372016Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY95BOY
EOY36EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY4652480BOY
EOY4915622EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY1513614BOY
EOY1418131EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY14499BOY
EOY12423EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis121804LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec116505LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY30006BOY
EOY5299EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY32882772BOY
EOY37296898EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY2671418BOY
EOY2903843EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY2408623BOY
EOY2583584EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY44173507BOY
EOY49135836EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY108205BOY
EOY67322EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY6737000BOY
EOY6723922EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY6845205BOY
EOY6791244EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY11639752BOY
EOY16594721EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2439340BOY
EOY2241261EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY23249210BOY
EOY23508610EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY37328302BOY
EOY42344592EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY44173507BOY
EOY49135836EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years8355151CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years9290121CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years9621922CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year7427493CurrentTaxYearMinus1Year
Current Tax Year7907356CurrentTaxYear
Total42602043Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years361090CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years280700CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years254300CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year479862CurrentTaxYearMinus1Year
Current Tax Year780180CurrentTaxYear
Total2156132Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years397099CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years121686CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years212937CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year-262888CurrentTaxYearMinus1Year
Current Tax Year285888CurrentTaxYear
Total754722Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years9113340CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years9692507CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years10089159CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year7644467CurrentTaxYearMinus1Year
Current Tax Year8973424CurrentTaxYear
Total45512897Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years351761CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years478846CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years735338CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year190100CurrentTaxYearMinus1Year
Current Tax Year543393CurrentTaxYear
Total2299438Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years351761CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years478846CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years735338CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year190100CurrentTaxYearMinus1Year
Current Tax Year543393CurrentTaxYear
Total2299438Total
FieldValueIRS element (for citing)
Public Support Total50943213459PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years967062CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2038828CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2921803CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1877113CurrentTaxYearMinus1Year
Current Tax Year978645CurrentTaxYear
Total8783451Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years967062CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2038828CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2921803CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1877113CurrentTaxYearMinus1Year
Current Tax Year978645CurrentTaxYear
Total8783451Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years10080402CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years11731335CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years13010962CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9521580CurrentTaxYearMinus1Year
Current Tax Year9952069CurrentTaxYear
Total54296348Total
FieldValueIRS element (for citing)
Public Support Percentage5090.79590PublicSupportPercentage509
Prior Year Support Percentage0.79570PriorYearSupportPercentage
Investment Income Percentage0.16180InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.16230PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance21231468BeginningOfYearBalance
Contributions259400Contributions
Investment Earnings Or Losses2727437InvestmentEarningsOrLosses
Other Expenditures928707OtherExpenditures
End Of Year Balance23289598EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance27672069BeginningOfYearBalance
Contributions525000Contributions
Investment Earnings Or Losses-4646789InvestmentEarningsOrLosses
Other Expenditures2318812OtherExpenditures
End Of Year Balance21231468EndOfYearBalance
FieldValueIRS element (for citing)
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis43724OtherCostOrOtherBasis
Depreciation41601Depreciation
Book Value2123BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis78080OtherCostOrOtherBasis
Depreciation74904Depreciation
Book Value3176BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings5299TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionINVESTMENT IN LIMITED PARTNERSHIPDescription
Book Value2903843BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities2903843TotalOfBookValueSecurities

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBook ValueBookValue
ACCRUED INTEREST & DIVIDENDS RECEIVABLE28615
INTEREST IN THE NET ASSETS OF THE CATHOLIC FOUNDATION2554969
FieldValueIRS element (for citing)
Total Book Value Other Assets2583584TotalBookValueOtherAssets
Total Revenue9170151TotalRevenue
Total Expenses8167464TotalExpenses
Excess Or Deficit For Year1002687ExcessOrDeficitForYear
Net Unrealized GL On Investments4013603NetUnrealizedGLOnInvestments
Total Adjustments4013603TotalAdjustments
Excess Or Deficit Per FS5016290ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt13668512TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments4013603NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities65000DonatedSrvcAndUseOfFacilities
Other Revenues419758OtherRevenues
Revenue Not Rptd F9904498361RevenueNotRptdF990
Revenue Subtotal9170151RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9909170151TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt8652222TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities65000DonatedServicesUseOfFacilities
Other Expenses Included419758OtherExpensesIncluded
Expenses Not Rptd F990484758ExpensesNotRptdF990
Expenses Subtotal8167464ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9908167464TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part V, Line 4:Description of Intended Use of Endowment Funds: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: 419758.
Part XIII, Line 2d - Other Adjustments:DIRECT EXPENSES NETTED WITH SPECIAL FUNDRAISING EVENTS: 419758.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1DINNERNameOfEvent1
Gross Receipts Event12404023GrossReceiptsEvent1
Charitable Contributions Event11729023CharitableContributionsEvent1
Gross Revenue Event1675000GrossRevenueEvent1
Non Cash Prizes Event120000NonCashPrizesEvent1
Rent Facility Costs Event110133RentFacilityCostsEvent1
Other Direct Expenses Event1296216OtherDirectExpensesEvent1
Name Of Event2BACK TO SCHOOL CUPNameOfEvent2
Gross Receipts Event266006GrossReceiptsEvent2
Charitable Contributions Event24811CharitableContributionsEvent2
Gross Revenue Event261195GrossRevenueEvent2
Non Cash Prizes Event24811NonCashPrizesEvent2
Other Direct Expenses Event226267OtherDirectExpensesEvent2
Total Number Of Other Events1TotalNumberOfOtherEvents
Gross Receipts Other Events72675GrossReceiptsOtherEvents
Charitable Contrib Other Events28690CharitableContribOtherEvents
Gross Revenue Other Events43985GrossRevenueOtherEvents
Non Cash Prizes Other Events28690NonCashPrizesOtherEvents
Rent Facility Costs Other Events5000RentFacilityCostsOtherEvents
Other Direct Expenses Other Events28641OtherDirectExpensesOtherEvents
Gross Receipts Total2542704GrossReceiptsTotal
Charitable Contributions Total1762524CharitableContributionsTotal
Gross Revenue Total Events780180GrossRevenueTotalEvents
Non Cash Prizes Total Events53501NonCashPrizesTotalEvents
Rent Facility Costs Total Events15133RentFacilityCostsTotalEvents
Other Direct Expenses Total Events351124OtherDirectExpensesTotalEvents
Direct Expense Summary Events419758DirectExpenseSummaryEvents
Net Income Summary360422NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (37 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
CATHOLIC SCHOOLS OFFICE
66 BROOKS DRIVEBRAINTREEMA02184042106175501(C)(3)64000MARKETING
CAMPAIGN FOR CATHOLIC SCHOOLS
66 BROOKS DRIVEBRAINTREEMA02184501(C)(3)250000FINANCIAL AID
KEADY COMMUNICATIONS
145 PINCKNEY STREET SUITE 229BOSTONMA02114201602467134975MARKETING FOR GIRLS HIGH SCHOOLS AND ELEMENTARY SCHOOLS
BOSTON CATHOLIC SCHOOLS CONNECT (BOSTON COLLEGE)
25 ARLINGTON STREETBRIGHTONMA02135501(C)(3)50000COUNSELING PROGRAM ADMINISTRATIVE
URBAN CATHOLIC TEACHERS CORPS
140 COMMONWEALTH AVECHESTNUT HILLMA02467501(C)(3)50000FINANCIAL AID
ADELANTE INC OF LAWRENCE
40 LAWRENCE STREETLAWRENCEMA01840501(C)(3)10000SCHOLARSHIPS
CATHEDRAL GRAMMAR SCHOOL
595 HARRISON AVEBOSTONMA02118501(C)(3)26432SUPPORT FOR GUIDANCE COUNSELOR PROGRAM
SOUTH BOSTON CATHOLIC ACADEMY
866 EAST BROADWAYS BOSTONMA02127501(C)(3)40850SUPPORT FOR GUIDANCE COUNSELOR PROGRAM
ST PATRICK
131 MT PLEASANT AVEROXBURYMA02119501(C)(3)25332SUPPORT FOR GUIDANCE COUNSELOR PROGRAM
MISSION GRAMMAR
94 SAINT ALPHONSUS STROXBURYMA02120501(C)(3)18050SUPPORT FOR GUIDANCE COUNSELOR PROGRAM
EAST BOSTON CENTRAL CATHOLIC
69 LONDON STREETEAST BOSTONMA02128501(C)(3)15709SUPPORT FOR GUIDANCE COUNSELOR PROGRAM
ST ROSE ELEMENTARY SCHOOL
580 BROADWAYCHELSEAMA02150501(C)(3)32300SUPPORT FOR GUIDANCE COUNSELOR PROGRAM
POPE JOHN PAUL II ACADEMY
2214 DORCHESTER AVEDORCHESTERMA02124501(C)(3)140000SUPPORT FOR GUIDANCE COUNSELOR PROGRAM
ST JOHN'S ELEMENTARY
9 MOON STBOSTONMA02113501(C)(3)24225SUPPORT FOR GUIDANCE COUNSELOR PROGRAM
BOSTON CATHOLIC SCHOOLS CONNECT (BOSTON COLLEGE)
25 ARLINGTON STREETBRIGHTONMA02135501(C)(3)25000SUPPORT FOR GUIDANCE COUNSELOR PROGRAM
BELLESINI ACADEMY
94 BRADFORD STLAWRENCEMA01840501(C)(3)10190TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
BOSTON ARCHDIOCSAN CHOIR SCHOOL
29 MOUNT AUBURN STCAMBRIDGEMA02138501(C)(3)10190TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
CHEVERUS CENTENNIAL
30 IRVING STMALDENMA02148501(C)(3)10190TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
EAST BOSTON CENTRAL CATHOLIC
69 LONDON STREETEAST BOSTONMA02128501(C)(3)10190TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
FRANCO AMERICAN
357 PAWTUCKET STLOWELLMA01854501(C)(3)10190TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
IMMACULATE CONCEPTION ELEMENTARY SCHOOL
127 WINTHROP AVEREVEREMA02151501(C)(3)5095TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
IMMACULATE CONCEPTION SCHOOL
25 WASHINGTON COURTMARLBOROUGHMA01752501(C)(3)10190TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
IMMACULATE CONCEPTION SCHOOL
1 WASHINGTON STNEWBURYPORTMA01950501(C)(3)10190TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
IMMACULATE CONCEPTION SCHOOL
218 E MERRIMACK STLOWELLMA01854501(C)(3)7595TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
MOUNT ALVERNIA ACADEMY
20 MANET RDCHESTNUT HILLMA02467501(C)(3)10190TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
MSGR JAMES J HADDAD SCHOOL
110 MAY STNEEDHAMMA02492501(C)(3)10190TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
NATIVITY PREPARATORY SCHOOL-BOSTON
39 LAMARTINE STJAMAICA PLAINMA02130501(C)(3)10190TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
OLPH MISSION GRAMMAR SCHOOL
94 SAINT ALPHONSUS STROXBURYMA02120501(C)(3)10190TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
OUR LADY'S ACADEMY
920 TRAPELO RDWALTHAMMA02452501(C)(3)7595TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
SACRED HEART SCHOOL
1035 CANTERBURY STROSLINDALEMA02131501(C)(3)10190TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
ST AGATHA SCHOOL
440 ADAMS STMILTONMA02186501(C)(3)10190TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
ST AGNES ELEMENTARY SCHOOL
39 MEDFORD STARLINGTONMA02474501(C)(3)10190TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
ST ANTHONY SCHOOL
54 OAKES STEVERETTMA02149501(C)(3)7595TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
ST BRENDON SCHOOL
29 RITA RDDORCHESTERMA02124501(C)(3)5095TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
ST BRIDGET ELEMENTARY SCHOOL
832 WORCESTER RDFRAMINGHAMMA01702501(C)(3)5095TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
ST CATHERINE OF GENOA SCHOOL
192 SUMMER STSOMERVILLEMA02143501(C)(3)10190TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
ST COLUMBKILLE SCHOOL
25 ARLINGTON STREETBRIGHTONMA02135501(C)(3)8982TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants36TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSCHOLARSHIPSTypeOfGrant
Number Of Recipients4928NumberOfRecipients
Amount Of Cash Grant5866175AmountOfCashGrant

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions7NumberOfContributions
Noncash Contribs Rptd F990600935NoncashContribsRptdF990
Method Of Determining Revenuesfair market valueMethodOfDeterminingRevenues

Food Inventory FoodInventory

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F99015025NoncashContribsRptdF990
Method Of Determining Revenuesfair market valueMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Descriptionauction itemsDescription
Number Of Contributions105NumberOfContributions
Noncash Contribs Rptd F99040380NoncashContribsRptdF990
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Form 990, Part VI, Section B, line 11THE 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 12cIN 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 15aTHE 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 18Another's website: www.guidestar.com
Form 990, Part VI, Section C, line 19These documents are available on the Massachusetts Attorney General website: www.ma.gov/ag
PART XI, LINE 2CTHE FOUNDATION HAS AN AUDIT COMMITTEE THAT OVERSEES THE SELECTION OF THE AUDITOR AND THE AUDIT OF THE FINANCIAL STATEMENTSOVERSIGHT COMMITTEE

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1Archdiocese of BostonBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line166 Brooks DriveAddressLine1
CityBraintreeCity
StateMAState
ZIP Code02184ZIPCode
FieldValueIRS element (for citing)
EIN042106175EIN
Primary ActivitiesChurchPrimaryActivities
Legal Domicile StateMALegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status170(B)(1)(A)(I)PublicCharityStatus
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1ARCHDIOCESE OF BOSTONBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeOTransactionType
Amount Involved67840AmountInvolved

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