2018-11-15T13:50:47-06:00 2017-12-31 043023027 VERDOLINO & LOWEY PC 124 WASHINGTON ST SUITE 101 FOXBOROUGH MA 02035 990 2017-01-01 270963869 EDWARD M KENNEDY INSTITUTE FOR THE UNITED STATES SENATE INC EDWA 6177407000 210 WILLIAM T MORRISSEY BLVD BOSTON MA 021253314 DR MARY K GRANT PRESIDENT 6177407000 2018-11-15 1 SUSAN M PACHECO CPA P00015143 5085431720 100.0.207.212 2018-11-15 14:02:09 ES P B0E79705D5A1FF3684EE37AA777ED4B4277E2289 63746E300BA068C4A1C1453A4B680CD4F86CFEA9 2017 2018-06-14 16:35:46Z JEAN MACCORMACK 210 WILLIAM T MORRISSEY BLVD BOSTON MA 02125 7382973 0 X EMKINSTITUTE.ORG X 2009 MA THE EDWARD M. KENNEDY INSTITUTE IS COMMITTED TO INVIGORATING PUBLIC DISCOURSE, (CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 1) ENCOURAGING PARTICIPATORY DEMOCRACY, AND INSPIRING THE NEXT GENERATION OF CITIZENS AND LEADERS TO ENGAGE IN THE PUBLIC SQUARE. OPENED TO THE PUBLIC IN MARCH 2015, THE SITE IS A DYNAMIC CENTER OF NON-PARTISAN LEARNING AND ENGAGEMENT THAT WILL UTILIZE CUTTING-EDGE TECHNOLOGY TO PROVIDE EACH VISITOR WITH A UNIQUE AND INFORMATION-RICH, PERSONALIZED EXPERIENCE THAT WILL BRING HISTORY TO LIFE. 14 14 96 45 0 0 2078573 1561217 520241 546927 829476 1139759 -249648 -161814 3178642 3086089 40649 18884 0 0 4797061 4492316 0 0 993772 10856983 6026903 15694693 10538103 -12516051 -7452014 77424146 73785140 1558086 404551 75866060 73380589 X THE EDWARD M. KENNEDY INSTITUTE IS COMMITTED TO INVIGORATING PUBLIC DISCOURSE, ENCOURAGING PARTICIPATORY DEMOCRACY, AND INSPIRING THE NEXT GENERATION OF CITIZENS AND LEADERS TO ENGAGE IN THE PUBLIC SQUARE. 0 0 7852882 18884 557336 THE INSTITUTE CONTINUED ITS COMMITMENT TO PROVIDE PROGRAMMING TO VISITORS OF ALL AGES, INCLUDING FREE ADMISSION AND EDUCATIONAL WORKSHOPS FOR THOUSANDS OF SCHOOLCHILDREN, AND DISCOUNTED ADMISSION FOR SENIOR CITIZENS AND VETERANS.THE INSTITUTE'S 2017 PUBLIC PROGRAM HIGHLIGHTS INCLUDE: - THE "ACROSS THE AISLE" FORUM, FEATURING A BIPARTISAN PANEL OF U.S. SENATORS DISCUSSING THE NATION'S OPIOD CRISIS; - A BIPARTISAN PROGRAM HOSTED BY MILLENNIALS, DISCUSSING THEIR GENERATION'S APPROACH TO CIVIC ENGAGEMENT, AND THEIR OPINIONS ON THE VALUE AND IMPORTANCE OF PUBLIC SERVICE;(CONTINUED ON SCHEDULE O)(CONTINUED FROM 990 PAGE 2, LINE 4A) - IN PARTNERSHIP WITH THE BOSTON INTERNATIONAL NEWCOMERS ACADEMY (BINCA), THE INSTITUTE UNVEILED "FROM HER BEACON," A MURAL SERIES THAT CELEBRATES THE INCLUSIVENESS OF AMERICA. 7852882 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 39 0 1 96 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X KEITH D LOWEY CUSTODIAN 5085431720 124 WASHINGTON STREET SUITE 101 FOXBOROUGH MA 02035 BARBARA A SOULIOTIS DIRECTOR 5.00 X 0 0 0 VICTORIA REGGIE KENNEDY DIRECTOR/BOARD PRESIDENT 10.00 X 0 0 0 RANNY COOPER DIRECTOR 1.50 X 0 0 0 J KEITH MOTLEY FORMER DIRECTOR 5.00 X 0 0 0 FRED A SEIGEL DIRECTOR 1.50 X 0 0 0 PATRICK KENNEDY DIRECTOR 2.00 X 0 0 0 THOMAS A DASCHLE DIRECTOR 0.10 X 0 0 0 LOUIS B SUSMAN DIRECTOR 2.50 X 0 0 0 HENRY M THOMAS III DIRECTOR 1.00 X 0 0 0 JAMES KARAM DIRECTOR/BOARD CHAIR 5.00 X 0 0 0 STEPHANIE CUTTER DIRECTOR 0.25 X 0 0 0 MARTIN MEEHAN DIRECTOR 3.00 X 0 0 0 CHRISTOPHER DODD DIRECTOR 1.00 X 0 0 0 JUDD GREGG DIRECTOR 1.00 X 0 0 0 BARRY MILLS DIRECTOR 2.00 X 0 0 0 JEAN MACCORMACK PRESIDENT 38.00 X 214985 0 0 MAUREEN GRIECO VP OF DEVELOPMENT 40.00 X 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1969548 20314449 753394 444319 309075 23326024 POOLED INVESTMENT FUND 28890817 F 28890817 ACCRUED EXPENSES 159752 CREDIT CARDS PAYABLE 14841 174593 8025097 5395705 17804 24974 5438483 2586614 499475 499475 3086089 10510568 24974 24974 10485594 52509 52509 10538103 PART III, LINE 4: THE COLLECTION INCLUDES PERSONAL EFFECTS, INCLUDING FURNITURE AND MEMORABILIA FROM SENATOR EDWARD KENNEDY'S OFFICE, WHICH IS USED AS PART OF A PUBLIC DISPLAY AT THE INSTITUTE. THIS PUBLIC DISPLAY FURTHERS THE INSTITUTE'S EXEMPT STATUS USING HISTORIC ITEMS TO GIVE THE PUBLIC AN OPPORTUNITY TO VISIT A RE-CREATION OF U.S. SENATOR KENNEDY'S UNITED STATES SENATE OFFICE WHICH WAS LOCATED IN THE RUSSELL SENATE OFFICE BUILDING. THE EXPERIENCE WILL PROVIDE ORIGINAL EXAMPLES OF ACHIEVEMENT IN PUBLIC POLICY AND ELECTIVE SERVICE. THE COLLECTION ALSO INCLUDES WARHOL SILKSCREENS, EDWARD M KENNEDY MEMORABILIA, PHOTOGRAPHS BY KEN REGAN AND A SENATE PIECE (MULTI-MEDIA ELECTRONIC KINETIC SCULPTURE), WHICH MAY BE USED IN PUBLIC DISPLAYS AND EVENTS FOR THE PURPOSE OF EDUCATING THE PUBLIC ABOUT THE INSTITUTE AND ITS MISSION. THE INSTITUTE USES THE HYANNIS PORT, MA HOUSE TO SUPPORT AND ENHANCE ITS MISSION OF EDUCATING THE PUBLIC ABOUT THE U.S. GOVERNMENT, INVIGORATING PUBLIC DISCOURSE, EMPHASIZING THE IMPORTANCE OF BIPARTISANSHIP, AND INSPIRING THE NEXT GENERATION OF CITIZENS AND LEADERS TO ENGAGE IN THE PUBLIC SQUARE. SPECIFICALLY, THE HOUSE HOSTS SELECTED EDUCATIONAL SEMINARS AND FORUMS ORGANIZED BY THE INSTITUTE. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 24,974. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES, NETTED WITH REVENUE 52,509. NON CASH CONTRIBUTIONS NOT ON FINANCIAL STATEMENTS 446,966. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 24,974. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES, NETTED WITH REVENUE 52,509. GALA FUNDRAISER 735400 672400 63000 70725 164498 735400 672400 63000 70725 164498 235223 -172223 1 THE ARTS FOUNDATION OF CAPE COD 232 MAIN STREET HYANNIS MA 02601 042961772 501(C)(3) 5000 CHARITABLE DONATION GREATER BOSTON CHAMBER OF COMMERCE 265 FRANKLIN STREET BOSTON MA 02110 041103090 501(C)(6) 5000 CHARITABLE DONATION 1 1 PART I, LINE 2: AS THE INSTITUTE IS NOT A GRANT-MAKING ORGANIZATION, IT DOES NOT CURRENTLY SOLICIT PROPOSALS OR PARTICIPATE IN GRANT AWARDS. X X X X 1 0 0 0 0 0 0 0 0 JEAN MACCORMACK PRESIDENT 214985 0 0 0 0 0 0 0 0 0 214985 0 0 0 CHRISTOPHER REICHERT CHIEF INFORMATION OFFICER 144505 0 0 0 0 0 0 0 22101 0 166606 0 0 0 CAROLINE ANGEL BURKE VP OF EDUCATION 140680 0 0 0 0 0 0 0 22188 0 162868 0 0 0 GINA PERILLE CHIEF STRATEGY & PUBLIC AF 177935 0 0 0 0 0 0 0 6558 0 184493 0 0 0 JONATHAN MCLAUGHLIN DIRECTOR OF INSTITUTE GIVI 150744 0 0 0 0 0 0 0 19464 0 170208 0 0 0 PART I, LINE 4A MAUREEN GRIECO RECEIVED $47,304 IN SEVERANCE PAYMENTS. X 1 348700 FMV ON DATE OF DONATION X 259 PHOTOGRAPHS BY KEN REGAN 1 98266 FMV ON DATE OF DONAT 2 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE INSTITUTE'S LEGAL AGREEMENTS WITH THE UNIVERSITY OF MASSACHUSETTS PROVIDE FOR THEIR APPOINTMENT OF THREE INSTITUTE BOARD MEMBERS, WHICH INCLUDE THE UNIVERSITY'S PRESIDENT (MARTIN MEEHAN), THE UMASS BOSTON CHANCELLORS (KEITH MOTLEY AND BARRY MILLS, WHO REPORT TO THE UNIVERSITY OF MASSACHUSETTS PRESIDENT) AND HENRY M. THOMAS, WHO IS A UNIVERSITY OF MASSACHUSETTS TRUSTEE. FORM 990, PART VI, SECTION A, LINE 3 THE MANAGEMENT OF CERTAIN FINANCIAL OPERATIONS HAS BEEN DELEGATED TO VERDOLINO & LOWEY, P.C. IN ADDITION, CAMBRIDGE ASSOCIATES PROVIDES INVESTMENT REVIEW SERVICES. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE AND EACH MEMBER OF THE BOARD OF DIRECTORS ARE PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO FILING WITH SUFFICIENT TIME TO PROVIDE COMMENTS, IF ANY. FORM 990, PART VI, SECTION B, LINE 12C THE INSTITUTE ASKS ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ANNUALLY TO SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS READ AND AGREES TO COMPLY WITH THE INSTITUTE'S CONFLICT OF INTEREST POLICY. EMPLOYEES ARE ALSO ASKED TO SIGN THE INSTITUTE'S WHISTLEBLOWER POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE INSTITUTE HAS LONG UTILIZED PROFESSIONAL CONSULTING FIRMS THAT SPECIALIZE IN NON-PROFIT ORGANIZATIONS, AND THESE FIRMS HAVE MADE RECOMMENDATIONS ON ORGANIZATIONAL STRUCTURE AND COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 AND FORM 1023 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. COPIES WILL BE PROVIDED IMMEDIATELY IN THE CASE OF IN-PERSON REQUESTS DURING NORMAL BUSINESS HOURS PROVIDING NO UNUSUAL CIRCUMSTANCES EXIST. WRITTEN, PHONED, FAXED OR E-MAILED REQUESTS WILL BE HONORED IN ACCORDANCE WITH REGULATION SEC. 301.6104(D)-1(D)(2)(II). THE CURRENT AND THREE PRIOR YEARS (EXCLUDING NON-PUBLIC INFORMATION) AND FORM 1023 CAN BE REQUESTED. WE RESERVE THE RIGHT TO CHARGE A REASONABLE COPYING FEE PLUS ACTUAL POSTAGE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE FILED WITH THE APPROPRIATE REGULATORY AGENCIES AND ARE AVAILABLE THROUGH THESE PUBLIC SOURCES. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST TO THE INSTITUTE. FORM 990, PART XI, LINE 9: NON CASH CONTRIBUTIONS NOT ON FINANCIAL STATEMENTS -446,966.