2011-05-11T09:18:36-05:00 2010-06-30 G T REILLY & COMPANY 424 ADAMS STREET MILTON MA 02186 990 2009-07-01 222485502 CATHOLIC SCHOOLS FOUNDATION INC CATH 6177785981 260 FRANKLIN STREET No 630 Boston MA 02110 BRIAN J GALLAGHER 6177785981 2011-04-27 1 Linda Kramer 6176968900 2011-04-27 2009 2016-02-24 21:20:13Z BRIAN J GALLAGHER 260 FRANKLIN STREET No 630 Boston MA 02110 22309863 0 X csfboston.org X 1983 MA PROVIDE FINANCIAL ASSISTANCE TO ELEMENTARY AND HIGH SCHOOLS WITHIN THE ARCHDIOCESE OF BOSTON 29 29 8 250 0 0 7427493 7906999 0 -2291522 616840 -65019 646312 5070952 9170151 7766459 7209813 0 550611 542245 0 372016 395343 415406 8712413 8167464 -3641461 1002687 44173507 49135836 6845205 6791244 37328302 42344592 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 5866175 5866175 4,928 scholarships awarded to students to attend Catholic schools within the Archdiocese of Boston 347898 347898 The Guidance Counseler program supports guidance counselors in 8 Catholic schools within the Archdiocese of Boston servicing 2,998 students. 210092 210092 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 current fiscal year benefiting 24 schools. 992908 785648 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 992908 785648 7417073 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 3 0 1 8 1 0 0 0 0 0 0 0 0 0 29 29 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 SUITE 630 BOSTON MA 02110 X 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 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 MARY KALLIN KAYE 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 JOHN T MCDONOUGH 2.00 X 0 0 0 JACK D O'CONNOR 2.00 X 0 0 0 John J Regan Esq 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 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 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 139614 0 0 139614 0 0 1 0 0 0 0 1762522 6144477 656339 7906999 978645 978645 12358149 12719954 -361805 -361805 -361805 780182 1762522 419758 360424 360424 CHANGE IN NET ASSETS O 525990 285888 285888 285888 9170151 -75917 0 1339069 1343638 1343638 5866175 5866175 447583 154438 66034 227111 26139 9929 4377 11833 37327 12993 4403 19931 31196 11152 4861 15183 103552 5862 97690 17091 17091 7402 1589 4673 1140 22017 22017 113019 2046 110973 12524 9216 3308 1525 35 405 1085 24707 24707 PRINTING & PUBLICATIONS 39943 278 39665 SERVICE FEES 20608 20608 POSTAGE AND SHIPPING 17790 1469 16321 MISCELLANEOUS 13629 5220 8409 EVENT EXPENSES 9144 9144 12455 12278 177 8167464 7417073 378375 372016 95 36 4652480 4915622 1513614 1418131 14499 12423 121804 116505 30006 5299 32882772 37296898 2671418 2903843 2408623 2583584 44173507 49135836 108205 67322 6737000 6723922 6845205 6791244 X 11639752 16594721 2439340 2241261 23249210 23508610 37328302 42344592 44173507 49135836 X 0 1 1 X 0 X 8355151 9290121 9621922 7427493 7907356 42602043 361090 280700 254300 479862 780180 2156132 397099 121686 212937 -262888 285888 754722 9113340 9692507 10089159 7644467 8973424 45512897 351761 478846 735338 190100 543393 2299438 0 351761 478846 735338 190100 543393 2299438 43213459 967062 2038828 2921803 1877113 978645 8783451 967062 2038828 2921803 1877113 978645 8783451 10080402 11731335 13010962 9521580 9952069 54296348 0.79590 0.79570 0.16180 0.16230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21231468 259400 2727437 928707 23289598 27672069 525000 -4646789 2318812 21231468 0 0 43724 41601 2123 78080 74904 3176 5299 INVESTMENT IN LIMITED PARTNERSHIP 2903843 F 2903843 ACCRUED INTEREST & DIVIDENDS RECEIVABLE 28615 INTEREST IN THE NET ASSETS OF THE CATHOLIC FOUNDATION 2554969 2583584 9170151 8167464 1002687 4013603 4013603 5016290 13668512 4013603 65000 419758 4498361 9170151 0 9170151 8652222 65000 419758 484758 8167464 0 8167464 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. DINNER 2404023 1729023 675000 20000 10133 296216 BACK TO SCHOOL CUP 66006 4811 61195 4811 26267 1 72675 28690 43985 28690 5000 28641 2542704 1762524 780180 53501 15133 351124 419758 360422 1 CATHOLIC SCHOOLS OFFICE 66 BROOKS DRIVE BRAINTREE MA 02184 042106175 501(C)(3) 64000 MARKETING CAMPAIGN FOR CATHOLIC SCHOOLS 66 BROOKS DRIVE BRAINTREE MA 02184 501(C)(3) 250000 FINANCIAL AID KEADY COMMUNICATIONS 145 PINCKNEY STREET SUITE 229 BOSTON MA 02114 201602467 134975 MARKETING FOR GIRLS HIGH SCHOOLS AND ELEMENTARY SCHOOLS BOSTON CATHOLIC SCHOOLS CONNECT (BOSTON COLLEGE) 25 ARLINGTON STREET BRIGHTON MA 02135 501(C)(3) 50000 COUNSELING PROGRAM ADMINISTRATIVE URBAN CATHOLIC TEACHERS CORPS 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 501(C)(3) 50000 FINANCIAL AID ADELANTE INC OF LAWRENCE 40 LAWRENCE STREET LAWRENCE MA 01840 501(C)(3) 10000 SCHOLARSHIPS CATHEDRAL GRAMMAR SCHOOL 595 HARRISON AVE BOSTON MA 02118 501(C)(3) 26432 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM SOUTH BOSTON CATHOLIC ACADEMY 866 EAST BROADWAY S BOSTON MA 02127 501(C)(3) 40850 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM ST PATRICK 131 MT PLEASANT AVE ROXBURY MA 02119 501(C)(3) 25332 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM MISSION GRAMMAR 94 SAINT ALPHONSUS ST ROXBURY MA 02120 501(C)(3) 18050 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM EAST BOSTON CENTRAL CATHOLIC 69 LONDON STREET EAST BOSTON MA 02128 501(C)(3) 15709 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM ST ROSE ELEMENTARY SCHOOL 580 BROADWAY CHELSEA MA 02150 501(C)(3) 32300 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM POPE JOHN PAUL II ACADEMY 2214 DORCHESTER AVE DORCHESTER MA 02124 501(C)(3) 140000 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM ST JOHN'S ELEMENTARY 9 MOON ST BOSTON MA 02113 501(C)(3) 24225 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM BOSTON CATHOLIC SCHOOLS CONNECT (BOSTON COLLEGE) 25 ARLINGTON STREET BRIGHTON MA 02135 501(C)(3) 25000 SUPPORT FOR GUIDANCE COUNSELOR PROGRAM BELLESINI ACADEMY 94 BRADFORD ST LAWRENCE MA 01840 501(C)(3) 10190 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS BOSTON ARCHDIOCSAN CHOIR SCHOOL 29 MOUNT AUBURN ST CAMBRIDGE MA 02138 501(C)(3) 10190 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS CHEVERUS CENTENNIAL 30 IRVING ST MALDEN MA 02148 501(C)(3) 10190 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS EAST BOSTON CENTRAL CATHOLIC 69 LONDON STREET EAST BOSTON MA 02128 501(C)(3) 10190 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS FRANCO AMERICAN 357 PAWTUCKET ST LOWELL MA 01854 501(C)(3) 10190 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS IMMACULATE CONCEPTION ELEMENTARY SCHOOL 127 WINTHROP AVE REVERE MA 02151 501(C)(3) 5095 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS IMMACULATE CONCEPTION SCHOOL 25 WASHINGTON COURT MARLBOROUGH MA 01752 501(C)(3) 10190 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS IMMACULATE CONCEPTION SCHOOL 1 WASHINGTON ST NEWBURYPORT MA 01950 501(C)(3) 10190 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS IMMACULATE CONCEPTION SCHOOL 218 E MERRIMACK ST LOWELL MA 01854 501(C)(3) 7595 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS MOUNT ALVERNIA ACADEMY 20 MANET RD CHESTNUT HILL MA 02467 501(C)(3) 10190 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS MSGR JAMES J HADDAD SCHOOL 110 MAY ST NEEDHAM MA 02492 501(C)(3) 10190 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS NATIVITY PREPARATORY SCHOOL-BOSTON 39 LAMARTINE ST JAMAICA PLAIN MA 02130 501(C)(3) 10190 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS OLPH MISSION GRAMMAR SCHOOL 94 SAINT ALPHONSUS ST ROXBURY MA 02120 501(C)(3) 10190 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS OUR LADY'S ACADEMY 920 TRAPELO RD WALTHAM MA 02452 501(C)(3) 7595 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS SACRED HEART SCHOOL 1035 CANTERBURY ST ROSLINDALE MA 02131 501(C)(3) 10190 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS ST AGATHA SCHOOL 440 ADAMS ST MILTON MA 02186 501(C)(3) 10190 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS ST AGNES ELEMENTARY SCHOOL 39 MEDFORD ST ARLINGTON MA 02474 501(C)(3) 10190 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS ST ANTHONY SCHOOL 54 OAKES ST EVERETT MA 02149 501(C)(3) 7595 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS ST BRENDON SCHOOL 29 RITA RD DORCHESTER MA 02124 501(C)(3) 5095 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS ST BRIDGET ELEMENTARY SCHOOL 832 WORCESTER RD FRAMINGHAM MA 01702 501(C)(3) 5095 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS ST CATHERINE OF GENOA SCHOOL 192 SUMMER ST SOMERVILLE MA 02143 501(C)(3) 10190 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS ST COLUMBKILLE SCHOOL 25 ARLINGTON STREET BRIGHTON MA 02135 501(C)(3) 8982 TECHNOLOGY PROGRAM- PURCHASE OF SMART BOARDS 36 1 SCHOLARSHIPS 4928 5866175 X 7 600935 fair market value X 2 15025 fair market value X auction items 105 40380 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 PART XI, LINE 2C OVERSIGHT COMMITTEE 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 1 0 0 0 ARCHDIOCESE OF BOSTON O 67840