2011-08-11T10:26:01-05:00 2010-12-31 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 021101772 990 2010-01-01 043543134 THE DOUG FLUTIE JR FOUNDATION FOR AUTISM INC DOUG 7818935100 C/O DR BLOUIN CPA 51 SAWYER RD NO 310 WALTHAM MA 02453 LAURIE FLUTIE 7818935100 2011-08-09 1 ALFONSO PERILLO 6172276161 2011-08-09 2010 2016-02-24 21:20:13Z DAVID R BLOUIN CPA C/O DR BLOUIN CPA 51 SAWYER RD NO 310 WALTHAM MA 02453 2311254 0 X WWW.FLUTIEFOUNDATION.ORG X 2000 MA TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE AND FAMILIES AFFECTED BY AUTISM. 12 12 5 161 0 0 602102 459959 0 0 11402 131409 -666 245 612838 591613 478629 397224 0 0 208332 204876 0 0 64658 183832 183660 870793 785760 -257955 -194147 2631732 2565552 405286 386337 2226446 2179215 X THE GOAL OF THE FLUTIE FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE AND FAMILIES AFFECTED BY AUTISM. WE ARE DEDICATED TO INCREASING THE AWARENESS OF AUTISM AND THE UNIQUE CHALLENGES OF FAMILIES WHO ARE FACED WITH IT EVERYDAY. OUR COMMITMENT IS TO SUPPORT THESE FAMILIES BY HELPING THEM FIND THE RESOURCES THEY NEED AND BY FUNDING ADVOCACY PROGRAMS AS WELL AS EDUCATIONAL, THERAPEUTIC AND RECREATIONAL OPPORTUNITIES. 0 0 369861 369861 THROUGH THE FOUNDATION'S ANNUAL GRANT CYCLE, BETWEEN 25 AND 30 GRANTS ARE DISTRIBUTED TO ORGANIZATIONS THAT PROVIDE SERVICES, EDUCATION AND ADVOCACY TO INDIVIDUALS WITH AUTISM AND THEIR FAMILIES AS WELL AS TRAINING FOR PROFESSIONALS IN THE FIELD. 27562 ACCESSSPORTAMERICA- AN ADAPTIVE WATER SPORTS PROGRAM THAT GIVES APPROXIMATELY 40 TO 50 CHILDREN WITH AUTISM AN OPPORTUNITY TO PARTICIPATE EACH YEAR. 88 SESSIONS WERE HELD IN THE SUMMER OF 2010 BETWEEN JUNE AND AUGUST. 27363 27363 LAURIE FLUTIE COMPUTER INITIATIVE - THE FOUNDATION DISTRIBUTED 59 COMPUTERS IN 2010 TO FAMILIES OF CHILDREN WITH AUTISM AS WELL AS AUTISM PROGRAMS WITHIN SEVERAL SCHOOL DISTRICTS. 207729 OTHER DIRECT PROGRAM EXPENSES AND MISCELLANEOUS AUTISM AWARENESS EXPENDITURES. 207729 632515 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 11 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 X 12 12 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA CA X X DAVID R BLOUIN CPA 7818931670 51 SAWYER ROAD SUITE 310 WALTHAM MA 02453 DOUGLAS R FLUTIE 1.00 X X 0 0 0 LAURIE M FLUTIE 1.00 X X 0 0 0 THOMAS R BURTON III 1.00 X X 0 0 0 STEPHEN BRACKETT 1.00 X 0 0 0 KEVIN L KELLER 1.00 X 0 0 0 MICHAEL SHUNNEY 1.00 X 0 0 0 DONNA LUCENTE 1.00 X 0 0 0 MARTY MARTINI 1.00 X 0 0 0 TINA CANTU 1.00 X 0 0 0 BILL CARLEZON JR 1.00 X 0 0 0 SHAMEZ KANJI 1.00 X 0 0 0 MICHELLE BRAIT 1.00 X 0 0 0 DAVID R BLOUIN 1.00 X 0 0 0 LISA A BORGES 35.00 X 50614 0 1518 50614 0 1518 0 0 0 0 0 241508 218451 62049 459959 67159 67159 777 777 1648052 1583802 64250 64250 64250 135097 241508 135097 0 210 742 -532 -532 591613 -532 0 132186 377224 377224 20000 20000 52132 40491 4049 7592 133836 74402 16617 42817 2411 2411 1319 805 92 422 15178 9504 1504 4170 2021 2021 28110 28110 17845 17845 29944 28089 1855 19500 19500 18461 8523 6118 3820 8219 6101 1210 908 9988 6093 699 3196 1245 872 373 220 154 66 64 64 4044 2467 283 1294 PROGRAM SPONSORSHIPS 33512 33512 CONSULTANT - POLICY STR 4778 4778 CREDIT CARD PROCESSING 2966 2966 INVENTORY OBSOLESCENSE 2743 2743 785760 632515 88587 64658 501 138 173915 147854 31760 11500 8000 15300 12289 10982 10982 0 0 2387251 2378698 549 9235 10956 9338 2631732 2565552 9770 11205 379766 369861 15750 5271 405286 386337 X 2226446 2179215 2226446 2179215 2631732 2565552 X -194147 146916 X X 0 1 1 X 0 X 695578 819645 595353 602102 459959 3172637 695578 819645 595353 602102 459959 3172637 325292 2847345 64131 85555 92017 95250 67936 404889 3577526 0.79590 0.76900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 5175 5175 781327 786502 142975 35744 0 0 146980 140075 155815 142975 585845 878768 4613 4524 4903 5175 19215 36745 35019 38954 35744 146462 219693 10982 10982 0 0 591613 785760 -194147 142160 4756 146916 -47231 944630 142160 92863 135839 370862 573768 17845 17845 591613 991861 92863 135839 228702 763159 22601 22601 785760 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION HAS EVALUATED THE TAX POSITIONS TAKEN ON RETURNS FOR OPEN YEARS AND THOSE EXPECTED TO BE TAKEN ON RETURNS FOR DECEMBER 31, 2010. IT IS MANAGEMENT'S BELIEF THAT SUCH TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. ACCORDINGLY, NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN REFLECTED IN THESE FINANCIAL STATEMENTS. TAX RETURNS FOR TAX YEARS BEGINNING WITH THOSE FILED FOR DECEMBER 31, 2007 ARE OPEN TO EXAMINATION. PART XI, LINE 8 - OTHER ADJUSTMENTS: RETURN OF UNEXPENDED GRANT FUNDS 4,756. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 135,097. COST OF INVENTORY SOLD 742. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT ADVISORY FEES REPORTED NET OF REVENUE ON THE FINANCIAL STATEMENTS 17,845. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 135,097. COST OF INVENTORY SOLD 742. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT ADVISORY FEES REPORTED NET OF REVENUE ON THE FINANCIAL STATEMENTS 17,845. RECOVERIES OF PRIOR YEARS GRANTS 4,756. 1 NORTH AMERICA 0 0 GRANT TO RECIPIENT LOCATED IN REGION N/A 20000 0 0 0 20000 0 20000 NORTH AMERICA PROGRAM SUPPORT 10000 CHECK N/A N/A NORTH AMERICA PROGRAM SUPPORT 10000 CHECK N/A N/A 2 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: THE ORGANIZATION RECEIVES AND REVIEWS PERIODIC REPORTS FROM THE FOREIGN ORGANIZATION TO BE SURE THE GRANT IS BEING USED PROPERLY. METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: EXPENDITURES ARE ACCOUNTED FOR ON THE ACCURAL METHOD OF ACCOUNTING. ANNUAL GOLF CLASSIC 112030 37772 74258 15000 9799 27138 22322 FLUTIE 5K CHALLENGE 56802 36223 20579 0 0 0 20579 3 207773 167513 40260 0 40259 376605 241508 135097 15000 9799 27138 83160 135097 0 1 ASPERGER'S ASSOCIATION OF NEW ENGLAND INC 85 MAIN STREET STE 101 WATERTOWN MA 02472 043376227 501(C)(3) 15000 GRANTS THE AUTISM ALLIANCE OF METROWEST INC 14 EAST CENTRAL STREET NATICK MA 01760 300091859 501(C)(3) 20000 GRANTS THE ASSOCIATION FOR COMMUNITY LIVING INC ONE CARANDO DRIVE SPRINGFIELD MA 01104 042210685 501(C)(3) 19980 GRANTS FOUNDATION FOR EDUCATING CHILDREN WITH AUTISM INC PO BOX 813 MOUNT KISCO NY 10549 133792348 501(C)(3) 10000 PROGRAM SUPPORT MILFORD PUBLIC SCHOOLS 31 WEST FOUNTAIN STREET MILFORD MA 01757 046001224 501(C)(3) 14676 PROGRAM SUPPORT DOCTOR FRANKLIN PERKINS SCHOOL 971 MAIN STREET LANCASTER MA 01523 042103834 501(C)(3) 12000 PROGRAM SUPPORT THE PILOT HOUSE SPECIAL NEEDS RESOURCE FOUNDATION INC 240 COLONY STREET FAIRFIELD CT 06824 061796512 501(C)(3) 10000 GRANTS WEST BERGEN MENTAL HEALTHCARE FOUNDATION INC 120 CHESTNUT STREET RIDGEWOOD NJ 07450 200065463 501(C)(3) 15000 PROGRAM SUPPORT VISTA HILL FOUNDATION 8787 COMPLEX DRIVE NO 200 SAN DIEGO CA 92123 951944230 501(C)(3) 12600 PROGRAM SUPPORT ABILITYPLUS INC 4440 EVANGEL CIRCLE HUNTSVILLE AL 35816 043367707 501(C)(3) 10000 SCHOLARSHIPS ACT TODAY 19019 VENTURA BLVD 200 TARZANA CA 91356 201424642 501(C)(3) 20000 GRANTS ANDERSON FOUNDATION FOR AUTISM INC 4885 ROUTE 9 PO BOX 367 STAATSBURG NY 12580 800363172 501(C)(3) 19800 PROGRAM SUPPORT AUTISM FAMILIES CONNECTICUT INC PO BOX 370162 WEST HARTFORD CT 06137 800527796 501(C)(3) 12000 PROGRAM SUPPORT COMMUNITY HEALTH PROGRAMS INC 444 STOCKBRIDGE ROAD GREAT BARRINGTON MA 01230 042582119 501(C)(3) 10000 GRANTS GREATER WALTHAM ARC INC 56 CHESTNUT ST WALTHAM MA 024534433 042441728 501(C)(3) 10000 GRANTS LEAGUE SCHOOL OF GREATER BOSTON 300 BOSTON-PROVIDENCE TURNPIKE WALPOLE MA 02032 046139988 501(C)(3) 10000 PROGRAM SUPPORT NEW JERSEY INSTITUTE FOR DISABILITIES 10 OAK DRIVE - ROOSEVELT PARK EDISON NJ 08837 221554528 501(C)(3) 13619 PROGRAM SUPPORT NORTHEAST ARCAUTISM SUPPORT CTR 64 HOLTEN STREET DANVERS MA 01923 042232416 501(C)(3) 15000 GRANTS ROCHESTER INSTITUTE OF TECHNOLOGY 7 LOMB MEMORIAL DRIVE ROCHESTER NY 14623 160743140 501(C)(3) 19186 PROGRAM SUPPORT SAGE CROSSING FOUNDATION 69 LANCASTER COUNTY ROAD HARVARD MA 01451 208901970 501(C)(3) 10000 PROGRAM SUPPORT SPECIAL CITIZENS FUTURES UNLIMITED INC 350 FIFTH AVENUE NO 627 NEW YORK NY 10018 132865903 501(C)(3) 15000 PROGRAM SUPPORT THE AUTISM PROJECT PO BOX 1518 NORTH BEACH MD 20714 542099668 501(C)(3) 10000 PROGRAM SUPPORT THE BRIDGE CENTER 470 PINE STREET BRIDGEWATER MA 02324 046128271 501(C)(3) 15000 PROGRAM SUPPORT THE KELBERMAN CENTER 1020 MARY STREET UTICA NY 13501 550901293 501(C)(3) 8500 PROGRAM SUPPORT UNIVERSITY OF CALIFORNIA RIVERSIDE FOUNDATION 252 HIGHLANDER HALL BLDG A RIVERSIDE CA 92521 237433570 501(C)(3) 10000 SCHOLARSHIPS 25 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION MAINTAINS ADEQUATE RECORDS PERTAINING TO THE AMOUNT OF GRANTS GIVEN TO EACH ORGANIZATION ON AN ANNUAL BASIS ALONG WITH DOCUMENTATION INDICATING THE RECIPIENT'S 501(C)(3) STATUS. THE ORGANIZATION ALSO DETAILS ITS SELECTION CRITERIA ON ITS WEBSITE AND WITHIN EACH APPLICATION PACKAGE. X 13000 FAIR MARKET VALUE X COMPUTERS 3 25174 FAIR MARKET VALUE X WEBSITE DEVELOPMENT COSTS 1 8750 FAIR MARKET VALUE X VARIOUS SMALL AUCTION ITEMS 123 15125 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DOUGLAS R. FLUTIE AND LAURIE M. FLUTIE - FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS A SINGLE CLASS OF MEMBERS, EACH OF WHOM IS ENTITLED TO VOTE ON ALL MATTERS COMING BEFORE THE MEMBERS. MEMBERS ENTITLED TO VOTE SHALL HAVE ONE VOTE EACH UNLESS OTHERWISE PROVIDED BY THE ARTICLES OF ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS SHALL BE ELECTED AT THE ANNUAL MEETING OF THE MEMBERS BY SUCH MEMBERS AS HAVE THE RIGHT TO VOTE AT SUCH ELECTION. THE NUMBER OF DIRECTORS MAY BE INCREASED OR DECREASED AT ANY TIME OR FROM TIME TO TIME BY THE MEMBERS BY A VOTE OF A MAJORITY OF THE MEMBERS THEN IN OFFICE; PROVIDED, HOWEVER, THAT THE NUMBER OF DIRECTORS MAY ONLY BE DECREASED TO ELIMINATE VACANCIES EXISTING BY REASON OF THE DEATH, RESIGNATION OR REMOVAL OF ONE OR MORE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B EACH MEMBER SHALL BE ENTITLED TO VOTE ON ALL MATTERS COMING BEFORE THE MEMBERS. THE MEMBERS MAY INCREASE AND DECREASE THE NUMBER OF MEMBERS AND MAY APPOINT ADDITIONAL MEMBERS AT ANY SPECIAL MEETING, BY A VOTE OF A MAJORITY OF THE MEMBERS ENTITLED TO VOTE THEREON; PROVIDED, HOWEVER, THAT THE MEMBERS MAY ONLY DECREASE THE NUMBER OF MEMBERS AT A SPECIAL MEETING TO ELIMINATE VACANCIES CAUSED BY DEATH, RESIGNATION, REMOVAL OR DISQUALIFICATION OF ONE OR MORE MEMBERS. THE MEMBERS MAY FROM TIME TO TIME DESIGNATE ONE OR MORE PERSONS OR ENTITIES WHO SHALL SUCCEED THEM AT ANY TIME THAT THERE ARE NO MEMBERS BECAUSE OF THE DEATH, RESIGNATION, REMOVAL OR DISQUALIFICATION OF ALL EXISTING MEMBERS, AND AT SUCH TIME THE PERSONS OR ENTITIES SO DESIGNATED SHALL AUTOMATICALLY BECOME MEMBERS OF THE CORPORATION WITHOUT ANY FURTHER ACTION WHATSOEVER, OR IF NO SUCH DESIGNATION IS THEN IN FORCE, THE PERSONS WHO ARE THEN SERVING AS DIRECTORS SHALL BECOME THE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS EMAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW. THE FORM 990 IS THEN REVIEWED AT THE NEXT SCHEDULED BOARD MEETING WITH THOSE IN ATTENDANCE. FORM 990, PART VI, SECTION B, LINE 12C ADHERANCE TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES ARE MONITORED BY THE EXECUTIVE DIRECTOR. AN ANNUAL DISCLOSURE QUESTIONNAIRE IS DISTRIBUTED TO ALL BOARD MEMBERS. THE POLICY COVERS ANY DIRECTOR, OFFICER, AND EXECUTIVE DIRECTOR OF THE FOUNDATION. UPON BECOMING AWARE OF ANY ISSUE, THE BOARD OF DIRECTORS REVIEWS AND DETERMINES THE OUTCOME. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION HAS A COMPENSATION COMMITTEE WHICH IS COMPRISED OF FOUR BOARD MEMBERS, OUTSIDE LEGAL COUNSEL AND THE TREASURER. THE COMMITTEE MEETS ONCE A YEAR AND REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OTHER TOP MANAGEMENT EMPLOYEES BASED ON COMPARABILITY DATA AND MAKES RECOMMENDATIONS TO THE BOARD. THE COMPENSATION PAID TO THESE EMPLOYEES IS THEN APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 142,160. RETURN OF UNEXPENDED GRANT FUNDS 4,756. TOTAL TO FORM 990, PART XI, LINE 5: 146,916. FORM 990, PART XI, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. VOLUNTEERS FORM 990, PART 1, LINE 6 THE NUMBER OF VOLUNTEERS IS BASED ON THE NUMBER THAT SIGN UP TO VOLUNTEER FOR OUR SPECIAL EVENTS THROUGHOUT THE YEAR INCLUDING OUR FOUR MAJOR FUNDRAISING EVENTS - BOWLING, BASKETBALL, GOLF AND ROAD RACE. VOLUNTEERS PROVIDE SERVICES IN A NUMBER OF DIFFERENT WAYS RELATED TO SPECIAL EVENTS. THEY HELP WITH SET UP, REGISTRATION, AUCTIONS, A BALLOON RAFFLE, STUFFING AND DISTRIBUTING GIFT BAGS, BREAK DOWN OF EVENT AND ANY OTHER ACTIVITIES THAT OCCUR DURING A SPECIAL EVENT.