2026-05-14T19:07:20-05:00 2025-06-30 WITHUMSMITHBROWNPC 25 BRAINTREE HILL OFC PK SUITE 102 BRAINTREE MA 02184 990 2024-07-01 222678005 Bridgewater State University Foundation % ELLEN OLIVER BRID 5085312691 26 Summer Street Bridgewater MA 02325 DOUG SHROPSHIRE VP OF FINANCE 5085312236 2026-05-15 true true ISRAEL TANNENBAUM P01589203 6174711120 2024 2025-03-06 01:10:19Z DOUG SHROPSHIRE 26 Summer Street Bridgewater MA 02325 6736371 false X www.bridgew.edu/alumni/about/bsu-foundation X 1984 MA TO ASSIST BRIDGEWATER STATE UNIVERSITY IN ACHIEVING ITS GOAL OF EXCELLENCE IN ITS MAJOR FUNCTIONS OF TEACHING, LEARNING, AND RESEARCH IN THOSE EDUCATIONAL AREAS WHERE LITTLE OR NO STATE FUNDING IS AVAILABLE TO THE INSTITUTION. 17 17 0 18 0 0 7906106 5771690 0 0 2478623 89690 -52201 0 10332528 5861380 4914436 4488045 0 0 0 0 0 0 193396 1399605 1153431 6314041 5641476 4018487 219904 70342148 80256119 652586 1589471 69689562 78666648 X TO ASSIST BRIDGEWATER STATE UNIVERSITY IN ACHIEVING ITS GOAL OF EXCELLENCE IN ITS MAJOR FUNCTIONS OF TEACHING, LEARNING, AND RESEARCH IN THOSE EDUCATIONAL AREAS WHERE LITTLE OR NO STATE FUNDING IS AVAILABLE TO THE INSTITUTION. true false 3404684 3404684 EXPENSES WERE INCURRED TO AWARD STUDENT SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO STUDENTS OF BRIDGEWATER STATE UNIVERSITY. 953861 953861 GIFTS TO BRIDGEWATER STATE UNIVERSITY TO ASSIST THE UNIVERSITY IN PROMOTING AREAS OF EDUCATION AND RESEARCH WHICH DO NOT RECEIVE STATE FUNDING. 129500 129500 Grant awarded to What on Earth Publishing to establish the 13 State History Chronicles Fund which emphasizes the commitment to civics education and expand upon it by providing free state history resources to more than 24,000 US schools, close to 14 million students, and 1 million teachers. 4488045 true true false false false false false false false true true true false false true true true true false false false false false false false false false true true true false false false false false false false false true false false false false true false true false true 13 0 true 0 false false false false false false false false false false false false X 17 17 false false false false false false false true true false false true true true true true true false false false MA X X ELLEN OLIVER 5085312691 26 SUMMER STREET BRIDGEWATER MA 02325 X Ellen Cuttle Oliver Exec. Dir. of Fdn, AVP & CDO 10.0 30.0 X 0 188859 82041 Elizabeth Dubuque Exec. Director, Alumni and Dev 10.0 30.0 X 0 131885 57291 Margaret Campbell Dir, Major Gifts & PlanneD GVG 10.0 30.0 X 0 120273 52247 Scott Enos Dir. of Alumni & Development 10.0 30.0 X 0 110138 47844 David P Rumrill BOARD CHAIRPERSON 0.5 0.0 X X 0 0 0 Phyllis A Klock 1ST VICE CHAIRPERSON 0.5 0.0 X X 0 0 0 Thomas L Magee 2ND VICE CHAIRPERSON 0.5 0.0 X X 0 0 0 Sharon A Mutrie SECRETARY 0.5 0.0 X X 0 0 0 Daniel W Smith Treasurer 0.5 0.0 X X 0 0 0 Joseph P St Laurent Immediate Past Chair 0.5 0.0 X X 0 0 0 Paul A Bonitto Director 0.5 0.0 X 0 0 0 Jeremy S David Director 0.5 0.0 X 0 0 0 Steven R Goodyear Director 0.5 0.0 X 0 0 0 George K Gurley Director 0.5 0.0 X 0 0 0 Aenis S Harris Director 0.5 0.0 X 0 0 0 Lori D Hindle Director 0.5 0.0 X 0 0 0 Wayne G Lombardi Director 0.5 0.0 X 0 0 0 Michelle I O'Connor Director 0.5 0.0 X 0 0 0 Louis M Ricciardi Director 0.5 0.0 X 0 0 0 Jack C Badavas Student Director 0.5 0.0 X 0 0 0 Michael Taylor director - BSU BOT Chair 0.5 0.0 X 0 0 0 0 551155 239423 0 false true false AP Whitaker Sons Inc 652 WEST CENTER STREET WEST BRIDGEWATER MA 02379 Construction Contr. 443625 Russell Investments 1301 2ND AVENUE 18TH FLOOR SEATTLE WA 98101 Investment mgmt. 286990 The Inclusion Firm 777 Brickell Avenue 500-97777 MIAMI FL 33131 Consulting service 150000 Blackbaud Inc 2000 Daniel Island Drive CHARLESTON SC 29492 Software Sales & Spt 118742 4 5771690 142123 5771690 0 35338 35338 0 0 0 0 0 929343 874991 54352 54352 54352 0 0 0 0 0 0 0 0 0 0 5861380 0 89690 1083361 1083361 3404684 3404684 0 0 0 0 0 0 0 0 1496 1496 1124 1124 17855 17855 0 0 276747 276747 7229 7229 0 32098 19258 12840 157544 157544 0 228643 228643 11707 11707 0 0 0 0 183339 183339 52097 52097 EVENT EXPENSES 180556 180556 STUDENT SERVICES 2496 2496 TAXES 500 500 5641476 4488045 960035 193396 994659 478562 47756 73681 885785 1728266 0 0 0 0 0 0 0 0 0 0 61266 166119 7357862 1269924 5113294 6087938 0 0 63239388 71721553 0 0 0 0 0 0 70342148 80256119 212622 254284 0 0 0 0 0 0 0 0 0 0 0 0 0 0 439964 1335187 652586 1589471 X 20231974 20981398 49457588 57685250 69689562 78666648 70342148 80256119 219904 8757182 X X false true X true false X 2813354 7856615 5247653 7906106 5771690 29595418 0 1256740 2088021 1285084 1639097 1698887 7967829 4070094 9944636 6532737 9545203 7470577 37563247 9505109 28058138 13940 20977 68304 101343 35338 239902 0 0 37803149 0.74222 0.77150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49457588 5489933 6541032 3803303 57685250 40747601 7562143 5118487 3970643 49457588 35530168 4788989 4465019 4036575 40747601 34523069 6154400 -3200235 1947066 35530168 25320926 1946064 8434338 1178259 34523069 0.66360 0.33640 false false 1338351 1338351 2694012 953761 1740251 1996073 259658 1736415 56505 56505 0 1272921 1272921 6087938 EQUITY MUTUAL FUNDS 51099295 F FIXED INCOME BOND MF 16837868 F REAL ASSET MUTUAL FUNDS 2308397 F PRIVATE EQUITY 1431867 F CORPORATE EQUITY SECURITIES 42536 F MUTUAL FUNDS 1590 F 71721553 0 DUE TO AFFILIATE 1296678 ANNUITY PAYABLE 38509 1335187 X 16040702 8757182 1698887 10456069 5584633 276747 276747 5861380 7063616 1698887 1698887 5364729 276747 276747 5641476 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUND IS TO SUPPORT THE PROGRAMS OF THE FOUNDATION. PART X, LINE 2: THE FOUNDATION HAS BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICE THAT IT MEETS THE QUALIFICATIONS TO BE CLASSIFIED AS A TAX-EXEMPT ENTITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS A NOT-FOR-PROFIT ENTITY EXEMPT FROM INCOME TAXES, THE FOUNDATION MAY, HOWEVER, BE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE AN ENTITY TO ASSESS THE PROBABILITY THAT A TAX POSITION HAS A 'MORE LIKELY THAN NOT' SUSTAINABILITY AFTER REVIEW BY TAX AUTHORITIES. IF A TAX POSITION IS DEEMED NOT TO MEET THIS THRESHOLD, ANY UNRECOGNIZED TAX BENEFITS AND COSTS ARE ESTIMATED AND RECOGNIZED. TAX RETURNS ARE ROUTINELY OPEN FOR REVIEW BY THE TAX AUTHORITIES FOR THREE YEARS FROM THEIR DUE DATE. IN CERTAIN CIRCUMSTANCES, THE STATUTE OF LIMITATIONS MAY REMAIN OPEN INDEFINITELY. true Bridgewater State University 131 Summer Street Bridgewater MA 02325 043010428 115 953861 Support of the University What on Earth Publishing LLC 30 Ridge Rd Unit B Greenbelt MD 20770 832542356 129500 support publishing of 13 state chronicles 1 0 SCHOLARSHIPS AND FINANCIAL ASSISTANCE 660 3404684 FMV SCHEDULE I, PART I, LINE 2: THE FOUNDATION ENSURES THAT GRANT RECIPIENTS ARE ELIGIBLE FOR GRANTS BASED ON A SET OF ESTABLISHED CRITERIA. THE SELECTION CRITERIA IS REVIEWED ON A PERIODIC BASIS. false false false false false false false false false Ellen Cuttle Oliver Exec. Dir. of Fdn, AVP & CDO 0 188859 0 0 0 0 0 35185 0 46856 0 270900 0 0 Elizabeth Dubuque Exec. Director, Alumni and Dev 0 131885 0 0 0 0 0 24570 0 32721 0 189176 0 0 Scott Enos Dir. of Alumni & Development 0 110138 0 0 0 0 0 20519 0 27325 0 157982 0 0 Margaret Campbell Dir, Major Gifts & PlanneD GVG 0 120273 0 0 0 0 0 22407 0 29840 0 172520 0 0 X 1 142123 FMV false true false FORM 990, PART VI, SECTION B, LINE 11B: THE FOUNDATION'S EXECUTIVE DIRECTOR/CHIEF DEVELOPMENT OFFICER, VICE PRESIDENT OF FINANCE AND COMPTROLLER DETAIL REVIEW THE 990 PRIOR TO FILING. THE 990 IS MADE AVALIABLE TO ALL BOARD MEMBERS THROUGH A SECURE INTERNET PORTAL. ONCE APPROVED, THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C: OFFICERS, DIRECTORS AND KEY EMPLOYEES DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS ON AN ANNUAL BASIS AT THE ANNUAL MEETING. COMPLIANCE AND ENFORCEMENT IS MONITORED AT THE ANNUAL MEETING AND MANDATED BY MASSACHUSETTS LAW. FORM 990, PART VI, SECTION C, LINE 19: AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE WHOSE PURPOSE IS THE OVERSIGHT AND REVIEW OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. FORM 990, PART III, LINE 2: THE ORGANIZATION IMPLEMENTED A NEW PROGRAM BY ESTABLISHING THE 13 STATE HISTORY CHRONICLES FUND WHICH EMPHASIZES THE COMMITMENT TO CIVICS EDUCATION. A GRANT WAS AWARDED TO WHAT ON EARTH PUBLISHING TO EXPAND UPON THIS COMMITMENT TO AID IN PROVIDING FREE STATE HISTORY RESOURCES TO MORE THAN 24,000 SCHOOLS, CLOSE TO 14 MILLION STUDENTS, AND 1 MILLION TEACHERS. BRIDGEWATER ALUMNI ASSOCIATION 26 SUMMER STREET BRIDGEWATER MA 02325 042199546 SCH. & GRANTS MA 501(C)(3) 5 NA false BRIDGEWATER STATE UNIVERSITY 131 summer street BRIDGEWATER MA 02325 043010428 HIGHER EDUC. MA 115 N/A NA false false true true false false false false false false false false false true true true false false false false bridgewater state UNIVERSITY O 1698887 EST CST PER EMP BRIDgewater state UNIVERSITY B 953861 GRANTS TO BSU