Civic Intelligence

Rsm Boston Foundation Inc.

990 • Fiscal year 2020 • EIN 46-4101902

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

80 City SquareBoston, MA 02129

(617) 912-9000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

68th percentile

19%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

14th percentile

-30%

Faster asset growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-53%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$388,995

Down $166,645 (-30%) from 2019

Net Assets

Up

$388,995

Up $62,915 (+19%) from 2019

Liabilities

Down

$0

Down $229,560 (-100%) from 2019

Revenue

Down

$330,318

Down $366,699 (-53%) from 2019

Expenses

Down

$267,404

Down $352,982 (-57%) from 2019

Net Income

Down

$62,914

Down $13,717 (-18%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2014: $109,161Liabilities 2014: $0Net Assets 2014: $109,1612014Assets 2015: $129,112Liabilities 2015: $10,000Net Assets 2015: $119,1122015Assets 2016: $169,904Liabilities 2016: $15,635Net Assets 2016: $154,2692016Assets 2017: $204,867Liabilities 2017: $1,473Net Assets 2017: $203,3942017Assets 2018: $249,449Liabilities 2018: $0Net Assets 2018: $249,4492018Assets 2019: $555,640Liabilities 2019: $229,560Net Assets 2019: $326,0802019Assets 2020: $388,995Liabilities 2020: $0Net Assets 2020: $388,9952020Assets 2021: $399,189Liabilities 2021: $14,000Net Assets 2021: $385,1892021Assets 2022: $399,257Liabilities 2022: $2,000Net Assets 2022: $397,2572022Assets 2023: $498,239Liabilities 2023: $9,000Net Assets 2023: $489,2392023Assets 2024: $522,839Liabilities 2024: $5,250Net Assets 2024: $517,5892024

Highlighted filing

2020

Assets$388,995
Liabilities$0
Net Assets$388,995

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2014: $298,670Expenses 2014: $190,509Net Income 2014: $108,1612014Revenue 2015: $277,018Expenses 2015: $267,067Net Income 2015: $9,9512015Revenue 2016: $363,116Expenses 2016: $327,959Net Income 2016: $35,1572016Revenue 2017: $475,401Expenses 2017: $426,276Net Income 2017: $49,1252017Revenue 2018: $536,605Expenses 2018: $490,550Net Income 2018: $46,0552018Revenue 2019: $697,017Expenses 2019: $620,386Net Income 2019: $76,6312019Revenue 2020: $330,318Expenses 2020: $267,404Net Income 2020: $62,9142020Revenue 2021: $323,832Expenses 2021: $327,638Net Income 2021: -$3,8062021Revenue 2022: $344,837Expenses 2022: $332,769Net Income 2022: $12,0682022Revenue 2023: $354,971Expenses 2023: $262,989Net Income 2023: $91,9822023Revenue 2024: $331,873Expenses 2024: $303,523Net Income 2024: $28,3502024

Highlighted filing

2020

Revenue$330,318
Expenses$267,404
Net Income$62,914
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$365,193
Mission and Program Overview

Mission

The rsm boston foundation ("foundation") inspires employees of rsm us llp to become involved in giving back to communities and causes that they care about; and, in so doing, to support one another and to build a stronger team. The foundation is wholly independent of rsm us llp and is run entirely by the volunteer efforts of boston office employees and former employees still devoted to the mission who serve as directors, officers and members of committees that address the mission needs of the organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$299,715$211,438▼ $88,277
Savings and Temporary Cash Investments$176,177$126,349▼ $49,828
Accounts Receivable$79,748$51,208▼ $28,540
Total Assets$555,640$388,995▼ $166,645
Liabilities
Accounts Payable and Accrued Expenses$229,560$0▼ $229,560
Total Liabilities$229,560$0▼ $229,560
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$326,080$388,995▲ $62,915
Total Net Assets Fund Balance$326,080$388,995▲ $62,915
Total Liabilities and Net Assets / Fund Balance$555,640$388,995▼ $166,645
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$340,666
Program Service Revenue
$0
Investment Income
$172
Other Revenue
$-10,520
All Other Contributions
$337,686
Change in Net Assets
$62,914

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table86$34,875Fair Market Value (FMV)
Total Noncash Contributions86$34,875-

Audited Revenue Reconciliation

Revenue per Audited Statements
$330,318
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$14,000
Total Revenue per Audited Statements
$344,318
Total Revenue per Form 990
$330,318
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$213,179
Other Expenses$54,225
Total Fundraising Expense$44,226
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$213,179--$213,179
Fees for Services Accounting-$9,595-$9,595
Advertising--$5,397$5,397
Other Expenses-$404$17,745$404
Total Functional Expenses$213,179$9,999$44,226$267,404

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$281,404
Expenses per Audited Statements$267,404
Total Expenses per Form 990$267,404
Expenses Not Reported on Form 990$14,000
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Boston Charitable Trust FundBoston, MA501(c)(3)General Operations$32,500
Special Olympics MassachusettsMarlborough, MA501(c)(3)General Operations$16,737
The Kennedy Center IncTrumbull, CT501(c)(3)General Operations$14,500
MASSACHUSETTS SOCIETY OF CPA'S INCBoston, MA501(c)(6)General Operations$11,150
The Francis Ouiment Scholarship Fund IncNorton, MA501(c)(3)General Operations$10,000
The Red Sox Foundation IncBoston, MA501(c)(3)General Operations$10,000
Harvard-kent Leadership & Scholarship Partnership IncCharlestown, MA501(c)(3)General Operations$7,500
Morgan Memorial Goodwill Industries IncBoston, MA501(c)(3)General Operations$7,000
Missionsafe a New Beginning IncRoxbury, MA501(c)(3)General Operations$6,000
Thompson Island Outward Bound Education Center IncBoston, MA501(c)(3)General Operations$5,500
Junior Achievement of Northern New EnglandBedford, MA501(c)(3)General Operations$5,405
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$34,875
Fundraising Gross Income$24,355
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bfl Auction Event$27,335$24,355-$24,355
Total Events$27,335$24,355$34,875$-10,520
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed in draft form by the officers of the organization. All questions and concerns are addressed and resolved before becoming final. The final form 990 is provided to the full board of directors prior to filing with the irs.

Form 990, Part VI, Section B, Line 12C

Each director, officer, and member of a committee with governing board delegated powers annually sign a statement which affirms that such person has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the organization is tax-exempt and that in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. Each person must disclose any information relating to any actual or potential financial or duality interest in the statement. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial or duality interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement. After disclosure of the financial or duality interest and all material facts, and after any discussion with the interested person, he or she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists.

Form 990, Part VI, Section C, Line 19

Financial statements, form 990, conflict of interest policy, governance policies and procedures and other appropriate governing documents are available to the public upon request for the same period of disclosure as set forth in section 6104(d). In addition, the organization's form 990 without schedule b is available via guidestar and the massachusetts attorney general's website.

Filing and Contact Details

Filer

Filer Name
Rsm Boston Foundation Inc
EIN
46-4101902
Phone
6179129000
Address
80 CITY SQUARE, BOSTON, MA 02129

Signing Officer

Name
Colleen Boyce
Title
Executive Director
Phone
6179129000
Signed
2021-11-15

Organization Details

Principal Officer
Colleen Boyce
Formed
2013
Legal Domicile
Ma
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
3,474
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 6, DESCRIPTION OF VOLUNTEERS:

The employees of the boston office of rsm us llp volunteer at local food and clothing banks (greater boston food bank, cradles to crayons, rosie's place, mission safe, goodwill), assist with fundraising events for other local nonprofits (special olympics, home base, red sox foundation), run races to raise funds for other nonprofits (corporate challenge, jolly jaunt, race to home plate), sponsor holiday events for local children in need (wishing wonderland) and help to build homes (habitat), repair facilities (cardinal cushing center), tally funds (march of dimes), educate young adults (junior achievement), and volunteer at various organizations including, kennedy center charlestown, boys and girls club, harvard kent school, and warren prescott school, etc. Employees also serve on various non-profit boards.

Financial Statement Notes

PART X, LINE 2:

The foundation follows fasb asc 740, income taxes, which clarifies the accounting for uncertainty in income taxes by prescribing the recognition threshold a tax position is required to meet before being recognized in the financial statements. It also provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. Management believes that the foundation has no material uncertainties in income taxes. The foundation will account for interest and penalties related to uncertain tax positions, if any, as part of tax expense. There were no such amounts recorded for the year ended december 31, 2020. The foundation will account for any interest and penalties related to uncertain tax positions, if any, as part of tax expense. With few exceptions, the foundation is no longer subject to federal, state and local income tax examinations by tax authorities for three years from the filing date.

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IRS990/GrantAmt0213179
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0213179
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0213179
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0365193
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0172
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0172
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE RSM BOSTON FOUNDATION ("FOUNDATION") INSPIRES EMPLOYEES OF RSM US LLP TO BECOME INVOLVED IN GIVING BACK TO COMMUNITIES AND CAUSES THAT THEY CARE ABOUT; AND, IN SO DOING, TO SUPPORT ONE ANOTHER AND TO BUILD A STRONGER TEAM. THE FOUNDATION IS WHOLLY INDEPENDENT OF RSM US LLP AND IS RUN ENTIRELY BY THE VOLUNTEER EFFORTS OF BOSTON OFFICE EMPLOYEES AND FORMER EMPLOYEES STILL DEVOTED TO THE MISSION WHO SERVE AS DIRECTORS, OFFICERS AND MEMBERS OF COMMITTEES THAT ADDRESS THE MISSION NEEDS OF THE ORGANIZATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0326080
IRS990/NetAssetsOrFundBalancesEOYAmt0388995
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-10520
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-10520
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0326080
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0388995
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt034875
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0VOLUNTEERING EVENTS EXP
IRS990/OtherExpensesGrp/Desc1FUNDRAISING AND EVENT E
IRS990/OtherExpensesGrp/Desc2BANK SERVICE CHARGE
IRS990/OtherExpensesGrp/FundraisingAmt021084
IRS990/OtherExpensesGrp/FundraisingAmt117745
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0404
IRS990/OtherExpensesGrp/TotalAmt021084
IRS990/OtherExpensesGrp/TotalAmt117745
IRS990/OtherExpensesGrp/TotalAmt2404
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0COLLEEN BOYCE
IRS990/PriorPeriodAdjustmentsAmt01
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0717933
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0586536
IRS990/PYInvestmentIncomeAmt0176
IRS990/PYOtherExpensesAmt033850
IRS990/PYOtherRevenueAmt0-21092
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt076631
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0620386
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0697017
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt062914
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0176177
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0126349
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0340666
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0717933
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0436994
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0486172
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0363115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02344880
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0172
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0176
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01150
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt069
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01568
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt024355
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt079665
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0104020
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95690
IRS990ScheduleA/PublicSupportPY170Pct00.96570
IRS990ScheduleA/PublicSupportTotal170Amt02344880
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0340666
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0717933
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0436994
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0486172
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0363115
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02344880
IRS990ScheduleA/TotalSupportAmt02450468
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt014000
IRS990ScheduleD/DonatedServicesUseFcltsAmt014000
IRS990ScheduleD/ExpensesNotReportedAmt014000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0267404
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt014000
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0330318
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION FOLLOWS FASB ASC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. MANAGEMENT BELIEVES THAT THE FOUNDATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. THE FOUNDATION WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. THERE WERE NO SUCH AMOUNTS RECORDED FOR THE YEAR ENDED DECEMBER 31, 2020. THE FOUNDATION WILL ACCOUNT FOR ANY INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO FEDERAL, STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THREE YEARS FROM THE FILING DATE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0267404
IRS990ScheduleD/TotalRevenuePerForm990Amt0330318
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0344318
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0281404
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt02980
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt02980
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034875
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BFL AUCTION EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027335
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027335
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024355
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024355
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-10520
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt034875
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt034875
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt08
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt032500
IRS990ScheduleI/RecipientTable/CashGrantAmt17500
IRS990ScheduleI/RecipientTable/CashGrantAmt211150
IRS990ScheduleI/RecipientTable/CashGrantAmt36000
IRS990ScheduleI/RecipientTable/CashGrantAmt47000
IRS990ScheduleI/RecipientTable/CashGrantAmt55405
IRS990ScheduleI/RecipientTable/CashGrantAmt610000
IRS990ScheduleI/RecipientTable/CashGrantAmt75500
IRS990ScheduleI/RecipientTable/CashGrantAmt816737
IRS990ScheduleI/RecipientTable/CashGrantAmt910000
IRS990ScheduleI/RecipientTable/CashGrantAmt1014500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BOSTON CHARITABLE TRUST FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HARVARD-KENT LEADERSHIP & SCHOLARSHIP PARTNERSHIP INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MASSACHUSETTS SOCIETY OF CPA'S INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3MISSIONSAFE A NEW BEGINNING INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4MORGAN MEMORIAL GOODWILL INDUSTRIES INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5JUNIOR ACHIEVEMENT OF NORTHERN NEW ENGLAND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6THE RED SOX FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8SPECIAL OLYMPICS MASSACHUSETTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9THE FRANCIS OUIMENT SCHOLARSHIP FUND INC

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