2020-11-11T13:51:10-06:00 2019-12-31 ERNST & YOUNG US LLP 99 WOOD AVENUE SOUTH ISELIN NJ 08830 990PF 2019-01-01 043073023 Cummings Foundation Inc % WILLIAM F GRANT CUMM 7819358000 200 West Cummings Park Woburn MA 01801 JOEL B SWETS EXECUTIVE DIRECTOR 7819358000 2020-11-11 true MICHAEL SALES P01770943 7325164200 162.229.67.241 22864220203165000014 2020-11-11 P DA5E4F5359569A4549D3F5499E7438DA409D902A CCA9B02C92422D8D903F8C535EA08F049314C3B6 2019 2021-04-22 16:20:28Z X 1668849516 X 2864239 12223418 12223418 12223418 91560 91560 91560 76161 34041057 150568532 32216421 168797199 75159024 171571087 218017473 119690423 183886065 556238 556238 45029585 44915560 1096852 1089765 40200 0 0 0 5592 5592 86992 84426 3153422 392602 2000 556031 556031 3492923 3509534 59301605 17593715 2663 41490528 113319440 17986317 558694 91653643 127495 127495 113446935 17986317 558694 91781138 104570538 101704106 183327371 3642068 1340861 1340861 6249980 11340276 11340276 11677902 674389 11677902 11677902 30028 26480 26480 103896 128471 128471 332838086 307060627 519444013 870424071 994675020 1118705022 14845998 8659507 6459832 6186491 6186491 1220422350 1332436128 1668849516 1243756 1236078 4444632 25190215 28832621 26433971 34513331 X 1193988379 1297922797 1193988379 1297922797 1220422350 1332436128 1193988379 104570538 1298558917 636120 1297922797 PUBLICLY TRADED SECURITIES - 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CUMMINGS SCHOOL OF VETERINARY MEDICINE 78046993 SEE GENERAL EXPLANATION ATTACHMENT - NEW HORIZONS AT MARLBOROUGH 9607940 SEE GENERAL EXPLANATION ATTACHMENT - NEW HORIZONS AT CHOATE 3996710 SEE GENERAL EXPLANATION ATTACHMENT - CUMMINGS INSTITUTE FOR WORLD JUSTICE, LLC 0 1076769792 4474197 439558160 1520802149 0 1520802149 22812032 1497990117 74899506 X 91781138 0 267759 0 0 92048897 92048897 0 2017 2016 2015 0 0 0 1990-04-27 X 74899506 67140720 66168601 56297653 264506480 63664580 57069612 56243311 47853005 224830508 92048897 87643363 85543087 83425948 348661295 127495 68942 174878 2130819 2502134 91921402 87574421 85368209 81295129 346159161 0 49933004 44760480 44112401 37531769 176337654 0 0 0 0 WILLIAM S CUMMINGS PATRICIA A CU JOYCE CUMMINGS AND JASON Z MORRIS X 350 ORG 20 JAY STREET SUITE 732 BROOKLYN NY 11201 None PC Environmental Quality 100 ARTISTS FOR HUMANITY INC 100 WEST SECOND STREET 2ND FLOOR BOSTON MA 021271112 None PC Social Justice 100 BILLERICA POP WARNER FOOTBALL PO BOX 106 BILLERICA MA 01821 None PC Youth Extracurricular Activity 800 BOSTON ARCHITECTURAL COLLEGE 320 NEWBURY STREET BOSTON MA 02115 None PC Educational Programming 1000 BOSTON COLLEGE TRUSTEES 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 None PC Educational Programming 2000 COMMUNITIES FOR RESTORATIVE JUSTICE PO BOX 65 CONCORD MA 017420065 None PC Social Justice 75 DANA-FARBER CANCER INSTITUTE 10 BROOKLINE PLACE WEST 6TH FL BROOKLINE MA 02445 None PC Cancer Research Treatment 1600 DISABLED AMERICAN VETERANS 3725 ALEXANDRIA PIKE COLD SPRING KY 41076 None PC Vetran Services 100 FRIENDS OF THE MARLBOROUGH SENIORS PO BOX 793 MARLBOROUGH MA 01752 None PC Elder Services 1000 HOME FOR LITTLE WANDERERS 10 GUEST ST BOSTON MA 02135 None PC Youth Welfare 50 JEWISH FAMILY & CHILDREN SERVICES 1430 MAIN STREET WALTHAM MA 02451 None PC Community Welfare Program 100 LIGHTS OF LOVE 60 SQUIRE ROAD WINCHESTER MA 018903239 None PC Community Healthcare Program 1000 MARLBOROUGH HIGH SCHOOL 431 BOLTON ST MARLBOROUGH MA 01752 None PC Youth Extracurricular Activity 1000 MEDFORD JINGLE BELL FESTIVAL 74 HIGH STREET MEDFORD MA 02155 None PC Community Healthcare Program 1000 MISHAWUM CHORAL SOCIETY 74 PEARL STREET WOBURN MA 01801 None PC Cultural Arts Programming 300 MUSEUM OF FINE ARTS 465 HUNTINGTON AVENUE BOSTON MA 02115 None PC Cultural Arts Programming 2500 NESKAYA INC PO BOX 634 FRANCONIA NH 03580 None PC Cultural Arts Programming 1045 SEAN C ELMORE MEMORIAL FUND INC C/O S ELMORE 4 STONEHEDGE CIRCLE BILLERICA MA 01821 None PC Educational Programming 400 SMOC EVENING OF GIVING 520 LINCOLN STREET MARLBOROUGH MA 01752 None PC Community Welfare Program 1400 SOMERVILLE CAMBRIDGE ELDER SERVICES INC 61 MEDFORD STREET SOMERVILLE MA 02143 None PC Elder Services 180 SOUTH STREET PARENT TEACHER ORGANIZATION 55 WOBURN ST ANDOVER MA 018105634 None PC Educational Programming 1120 ST CHARLES BORROMEO PARISH 280 MAIN STREET WOBURN MA 01801 None PC Community Welfare Program 5000 SUPPORTIVE LIVING INC 400 WEST CUMMINGS PARK SUITE 6100 WOBURN MA 01801 None PC Brain Injury Residence 100000 THE FAMILY RESTORED PO BOX 10116 PORTLAND ME 041040116 None PC Community Programing 500 TRUSTEES OF TUFTS COLLEGE 62R TALBOT AVENUE MEDFORD MA 021555813 None PC Health Research and Programs 500 WGBH ONE GUEST STREET BOSTON MA 02135 None PC Educational Programming 75 WINCHESTER MEALS ON WHEELS 104 SKILLINGS ROAD WINCHESTER MA 01890 None PC Community Welfare Program 1000 WINCHESTER SENIORS ASSOCIATION INC 109 SKILLINGS ROAD WINCHESTER MA 018902884 None PC Elder Services 1000 WINCHESTER SPORTS FOUNDATION PO BOX 493 WINCHESTER MA 01890 None PC Youth Extracurricular Activity 1000 WOBURN MEMORIAL HIGH SCHOOL 88 MONTVALE AVE WOBURN MA 01801 None PC Educational Programming 1350 WOBURN POP WARNER FOOTBALL PO BOX 18 WOBURN MA 01801 None PC Youth Extracurricular Activity 200 127495 SENIOR FACILITY REVENUE 20005645 HOME HEALTH CARE REVENUE 2276489 VET SCHOOL REVENUE 74251201 14 12223418 16 76161 14 75009133 523000 1824636 18 32216421 VENDING INCOME 01 28619 FLOW-THROUGH PARTNERSHIP LOSSES 523000 -2923883 LITIGATION SETTLEMENT INCOME 01 91148 BOOK SALES INCOME 01 58743 MISCELLANEOUS INCOME 01 104 -1099247 119703747 96533335 215137835 1A PART OF THE PRIMARY EXEMPT PURPOSE OF CUMMINGS FOUNDATION IS TO OPERATE TWO NOT-FOR PROFIT RESIDENTIAL INDEPENDENT AND ASSISTED LIVING FACILITIES FOR SENIORS. SENIOR FACILITY REVENUE IS INCOME FROM THE OPERATION OF SUCH FACILITIES. 1B PART OF THE PRIMARY EXEMPT PURPOSE OF CUMMINGS FOUNDATION IS TO PROVIDE HOME HEALTH CARE TO SENIORS. HOME HEALTH CARE REVENUE IS INCOME FROM THE PROVISION OF SUCH CARE TO SENIORS. 1C CUMMINGS FOUNDATION ENTERED INTO A LONG-TERM AGREEMENT WITH TUFTS UNIVERSITY IN 2004 TO OPERATE ITS VETERINARY SCHOOL THROUGH A SUBSIDIARY CALLED VETERINARY SCHOOL AT TUFTS, LLC. DURING THE TERM OF THE AGREEMENT, CUMMINGS FOUNDATION WILL CONTRIBUTE AT LEAST $50 MILLION TO SUPPORT THE RENAMED CUMMINGS SCHOOL OF VETERINARY MEDICINE. THE IRS ISSUED A PRIVATE LETTER RULING ON MAY 6, 2004, CONFIRMING THAT THE EXPENDITURES DIRECTED TO TUFTS UNIVERSITY AND THE EXPENSES CUMMINGS FOUNDATION INCURS IN OPERATING THE CUMMINGS SCHOOL CONSTITUTE QUALIFIED DISTRIBUTIONS DIRECTLY FOR THE ACTIVE CONDUCT OF CUMMINGS FOUNDATION'S EXEMPT PURPOSES. false false false false true false false false false 1b(3) 0 HEM REALTY INC SEE ATTACHED 1b(3) 0 NHC REALTY INC SEE ATTACHED true HEM REALTY INC 501(C)(2) A DIVISION OF CFI NHC REALTY INC 501(C)(2) A DIVISION OF CFI X X 1 William S Cummings 200 West Cummings Park Woburn MA 01801 200000 X 2 Kevin Cummings 200 West Cummings Park Woburn MA 01801 775000 X 3 Patricia Cummings 200 West Cummings Park Woburn MA 01801 750000 X 4 ELLIOTT LANDING LLC 201 ELLIOTT ST BEVERLY MA 01915 1137400 X X 4 ELLIOTT LANDING CONDO SUITE 114; ELLIOTT LANDING CONDO SUITE 515 1137400 ACCOUNTING FEES 40200 SUMMARY OF DIRECT CHARITABLE ACTIVITIES SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990-PF, PART IX-A CUMMINGS SCHOOL OF VETERINARY MEDICINE - $78,046,993. CUMMINGS FOUNDATION ENTERED INTO A LONG-TERM AGREEMENT WITH TUFTS UNIVERSITY in 2004 TO OPERATE ITS VETERINARY SCHOOL THROUGH A SUBSIDIARY CALLED VETERINARY SCHOOL AT TUFTS, LLC. DURING THE TERM OF AGREEMENT, CUMMINGS FOUNDATION WILL CONTRIBUTE AT LEAST $50 MILLION TO SUPPORT THE RENAMED CUMMINGS SCHOOL OF VETERINARY MEDICINE. THE IRS ISSUED A LETTER RULING ON MAY 6, 2004, CONFIRMING THAT THE EXPENDITURES DIRECTED TO TUFTS UNIVERSITY AND THE EXPENSES CUMMINGS FOUNDATION INCURS IN OPERATING THE CUMMINGS SCHOOL CONSTITUTE QUALIFIED DISTRIBUTIONS DIRECTLY FOR THE ACTIVE CONDUCT OF CUMMINGS FOUNDATION'S EXEMPT PURPOSES. NEW HORIZONS AT MARLBOROUGH - $9,607,940. ESTABLISHED IN 1993 AND ACCOMMODATES APPROXIMATELY 500 RESIDENTS AT ITS MARLBOROUGH, MASSACHUSETTS CAMPUS. THE FACILITy HAS THE ABILITY TO ACCOMMODATE ACTIVE AND INDEPENDENT SENIORS, SENIORS REQUIRING ASSISTANCE WITH ACTIVITIES OF DAILY LIVING (ASSISTED LIVING RESIDENTS) AND SENIORS SUFFERING FROM ALZHEIMER'S DISEASE. NEW HORIZONS AT CHOATE - $3,996,710. ESTABLISHED IN 1990 AND ACCOMMODATES 125 SENIORS. THE FACILITY IS LOCATED IN WOBURN, MA. FORMERLY THE CHOATE MEMORIAL HOSPITAL PROPERTY, THIS PROPERTY WAS CONVERTED TO A RETIREMENT COMMUNITY WHICH INCLUDES SUITES FOR INDEPENDENT LIVING AND ASSISTED LIVING UNITS. THE FACILITy HAS THE ABILITY TO ACCOMMODATE ACTIVE AND INDEPENDENT SENIORS, SENIORS REQUIRING ASSISTANCE WITH ACTIVITIES OF DAILY LIVING (ASSISTED LIVING RESIDENTS) AND SENIORS SUFFERING FROM ALZHEIMER'S DISEASE. CUMMINGS INSTITUTE FOR WORLD JUSTICE, LLC ("CIWJ") (EIN 80-0690363) - $0. THE PRINCIPAL PURPOSE OF CIWJ IS TO PROMOTE MORE SERIOUS STUDY OF THE HOLOCAUST, GENOCIDES, AND INJUSTICES OF ALL KINDS IN A CORE GROUP OF NEW ENGLAND SCHOOLS. CIWJ WAS ESTABLISHED TO SERVE AS AN ACTIVE COORDINATING ORGANIZATION THAT MAKES PROGRAMMING AVAILABLE TO PARTICIPATING SCHOOLS, AND ASSISTS EACH SUCH SCHOOL IN TAILORING A PROGRAM TO THAT SCHOOL'S PARTICULAR NEEDS. ORGANIZED AS A SINGLE MEMBER LLC (AND DISREGARDED ENTITY OF CUMMINGS FOUNDATION, INC.) CIWJ HAD NO EXPENSES AND RECEIVED NO REVENUE IN 2019. THE IRS ISSUED A DETERMINATION LETTER ON DECEMBER 9, 2011, CONFIRMING CIWJ WAS LIKELY TO QUALIFY AS A PRIVATE OPERATING FOUNDATION DESCRIBED IN SECTION 4942(J)(3) OF THE INTERNAL REVENUE CODE. DESCRIPTION OF RENTAL OF FACILITIES DESCRIPTION OF RENTAL OF FACILITIES FORM 990-PF, PART XVII, LINE 1D REPORTING ORGANIZATION HAS A DIVISION CALLED NEW HORIZONS AT MARLBOROUGH, LLC (EIN: 75-3031923) ("NHM"). NHM IS LESSEE OF REAL PROPERTY FROM HEM REALTY, INC. (EIN: 30-0553220) ("HEM REALTY"), WHICH IT USES IN OPERATIONS. HEM REALTY IS A 501(C)(2) TITLE HOLDING COMPANY THAT IS RELATED TO REPORTING ORGANIZATION. BECAUSE HEM REALTY HOLDS TITLE FOR REPORTING ORGANIZATION, AND CONSISTENT WITH ITS PURPOSES WOULD TURN OVER ANY RENT IT COLLECTS TO REPORTING ORGANIZATION, HEM REALTY WAIVES PAYMENT OF RENT FROM REPORTING ORGANIZATION'S DIVISION, NHM. REPORTING ORGANIZATION HAS A DIVISION CALLED NEW HORIZONS AT CHOATE, LLC (EIN: 75-3031909) ("NHC"). NHC IS LESSEE OF REAL PROPERTY FROM NHC REALTY, INC. (EIN: 30-0553218) ("NHC REALTY"), WHICH IT USES IN OPERATIONS. NHC REALTY IS A 501 (C)(2) TITLE HOLDING COMPANY THAT IS RELATED TO REPORTING ORGANIZATION. BECAUSE NHC REALTY HOLDS TITLE FOR REPORTING ORGANIZATION, AND CONSISTENT WITH ITS PURPOSES WOULD TURN OVER ANY RENT IT COLLECTS TO REPORTING ORGANIZATION, NHC REALTY WAIVES PAYMENT OF RENT FROM REPORTING ORGANIZATION'S DIVISION, NHC. ATTACHMENT TO FORM 990-pf ATTACHMENT TO FORM 990-pf During taxable years 2012 2017, Cummings Foundation, Inc. transferred assets to OneWorld Boston, Inc. pursuant to a plan to transfer substantial assets of Cummings Foundation under 507(b)(2) for the creation of an endowment in support of OneWorld Boston. While Cummings Foundation, Inc. made no transfers to OneWorld Boston, Inc. during 2018 or 2019, the below Expenditure Responsibility Statement is included with this 2019 information return of Cummings Foundation, Inc., pursuant to the requirements of IRC Regulation Secs. 53.4945-5(d)(1) and 53.4945-5(c)(2), which require Expenditure Responsibility Statements from the grantor for the taxable year in which a grant/transfer was made and the immediately succeeding two taxable years, when the grants/transfers were made for endowment purposes. Expenditure Responsibility Statement for the year 2019 Pursuant to IRC Regulation Sec. 53.4945-5(d)(2), Cummings Foundation, Inc. (Cummings Foundation) provides the following information: (i) Controlled Entity: OneWorld Boston, Inc. (OneWorld Boston) 200 West Cummings Park Woburn, MA 01801 (ii) Amount of Transfer: None in 2019 (iii) Purpose of Transfers: Prior years transfers being reported on here were made for endowment purposes in support of OneWorld Boston (EIN 80- 0681389), a grant-making private foundation qualified under IRC sec. 501 (c)(3), and a controlled entity of Cummings Foundation, within the meaning of IRC sec. 512(b)(13). (iv/vi) Reports: OneWorld Boston submitted a full and complete report of its expenditures in 2019 of amounts received from Cummings Foundation in prior years on October 20, 2019. The report reflected that $20,042,460 was expended on grants to public charities, $423,319.44 was expended on taxes on investment income (sec. 4940), $11,000.00 was expended on accounting services, and $10,161.12 was expended on miscellaneous expenses. (v) Diversions: To the knowledge of transferor Cummings Foundation, no funds have been diverted to any activity other than the activity for which the transfer was originally made. (vii) Verification: Cummings Foundation has no reason to doubt the accuracy or the reliability of the report from OneWorld Boston; therefore, no independent verification of the report was made. 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