STRATEGY STUDIO / PUBLIC DATA EXPLORER

MILTON FOUNDATION FOR EDUCATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
MILTON FOUNDATION FOR EDUCATION (EIN 04-3307338)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-14
IRS object ID
201311349349300606
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-14T07:37:06-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN042934388EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Neal A Price & CompanyBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1194 Newbury Street - Suite 6AddressLine1
CityPeabodyCity
StateMAState
ZIP Code01960ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN043307338EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Milton Foundation for Education IncBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMILTNameControl
Phone6176982905Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 223AddressLine1
CityMiltonCity
StateMAState
ZIP Code02186ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMargaret EberhardtName
TitleTreasurerTitle
Phone6179534400Phone
Date Signed2013-04-01DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePaul D Price CPAName
PTINP00449819PTIN
Phone9788545656Phone
Date Prepared2013-04-01DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJames HendersonNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1121 Atherton StreetAddressLine1
CityMiltonCity
StateMAState
ZIP Code02186ZIPCode
FieldValueIRS element (for citing)
Gross Receipts269428GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitemiltonfoundationforeducation.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1995YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionTo raise funds to provide aid and additional support to the Milton, Ma Public SchoolsActivityOrMissionDescription
Nbr Voting Members Governing Body30NbrVotingMembersGoverningBody
Nbr Independent Voting Members30NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year314236ContributionsGrantsPriorYear
Contributions Grants Current Year13815ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year8838InvestmentIncomePriorYear
Investment Income Current Year6999InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year165997OtherRevenueCurrentYear
Total Revenue Prior Year323074TotalRevenuePriorYear
Total Revenue Current Year186811TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year89953GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY84724GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year151772OtherExpensePriorYear
Other Expenses Current Year17099OtherExpensesCurrentYear
Total Expenses Prior Year241725TotalExpensesPriorYear
Total Expenses Current Year101823TotalExpensesCurrentYear
Revenues Less Expenses Prior Year81349RevenuesLessExpensesPriorYear
Revenues Less Expenses CY84988RevenuesLessExpensesCY
Total Assets BOY551129TotalAssetsBOY
Total Assets EOY638021TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY1904TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY551129NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY636117NetAssetsOrFundBalancesEOY
Mission DescriptionTo raise funds to provide aid and additional support to the Milton, Ma Public SchoolsMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense84724Expense
DescriptionThe Foundation enhanced the quality of education and helped expand educational oppurtunities within the Milton, Ma Public Schools by generating and distributing financial grants to facilitate student development, encourage excellence through creative learning, promote community-school partnerships and, by raising and distributing funds to the schools for this purpose.Description
Total Program Service Expense84724TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members30NbrVotingGoverningBodyMembers
Number Independent Voting Members30NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Margaret EberhardtBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7818496070TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO Box 223AddressLine1
CityMiltonCity
StateMAState
ZIP Code02186ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (30 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
Amy Joiner
Trustee2.00X000
Angela Rue-Van Allen
Trustee2.00X000
Astrid Hajjar
Trustee2.00X000
Barbara Avitabile Mullen
Trustee2.00X000
Denise Quelly
Trustee2.00X000
Donald J Greene
Trustee2.00X000
Gary Kelly
Trustee2.00X000
Julie Ritchie
Trustee2.00X000
Laura Conway
Trustee2.00X000
Mary Gormley
Trustee2.00X000
Mary Kelly
Trustee2.00X000
Meg Kaster
Trustee2.00X000
Patti Elliot
Trustee2.00X000
Philip Stanley
Trustee2.00X000
Richard Fishser
Trustee2.00X000
Robert Davis
Trustee2.00X000
Roxanne Musto
Trustee2.00X000
Sheila Leddy
Trustee2.00X000
Susan Sullivan
Trustee2.00X000
Thomas Flynn
Trustee2.00X000
Gregory Gordan
Trustee2.00X000
Beirne Lovely
Trustee2.00X000
Tim May
Trustee2.00X000
Peter McLaughlin
Trustee2.00X000
Nora Vernazzo
Trustee2.00X000
C Forbes Sargent
Vice President5.00000X
James Henderson
Treasurer5.00000X
Leslie Collins
Corresponding Secretary5.00000X
Margaret Eberhardt
President10.00000X
Ned Corcoran
Vice President5.00000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions13815AllOtherContributions
Total Contributions13815TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column7834TotalRevenueColumn
Related Or Exempt Function Income7834RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities21717Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities22552Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-835Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-835TotalRevenueColumn
Related Or Exempt Function Income-835RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Gross Income Fundraising Events229679GrossIncomeFundraisingEvents
Fundraising Direct Expenses60065FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column169614TotalRevenueColumn
Exclusion$169,614ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Miscellaneous Income90009961866186
Unrealized Loss on Inv900099-9803-9803
FieldValueIRS element (for citing)
Total Other Revenue-3617TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column186811TotalRevenueColumn
Related Or Exempt Function Income3382RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$169,614ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total84724Total
Program Services84724ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total9216Total
Management And General9216ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total2100Total
Management And General2100ManagementAndGeneral

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
Miscellaneous Expense52585258
Postage525525

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total101823Total
Program Services84724ProgramServices
Management And General17099ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY209763BOY
EOY301364EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY338966BOY
EOY331181EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY2400BOY
EOY5476EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY551129BOY
EOY638021EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
EOY1904EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY1904EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY551129BOY
EOY636117EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY551129BOY
EOY636117EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY551129BOY
EOY638021EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses84988ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years96315CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years35356CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years22267CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year27900CurrentTaxYearMinus1Year
Current Tax Year13815CurrentTaxYear
Total195653Total

Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years187776CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years175391CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years148863CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year286336CurrentTaxYearMinus1Year
Current Tax Year229679CurrentTaxYear
Total1028045Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years284091CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years210747CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years171130CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year314236CurrentTaxYearMinus1Year
Current Tax Year243494CurrentTaxYear
Total1223698Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total5091223698PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years20128CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years14068CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years8858CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8838CurrentTaxYearMinus1Year
Current Tax Year-2804CurrentTaxYear
Total49088Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years20128CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years14068CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years8858CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8838CurrentTaxYearMinus1Year
Current Tax Year-2804CurrentTaxYear
Total49088Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year6186CurrentTaxYear
Total6186Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years304219CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years224815CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years179988CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year323074CurrentTaxYearMinus1Year
Current Tax Year246876CurrentTaxYear
Total1278972Total
FieldValueIRS element (for citing)
Public Support Percentage5090.95680PublicSupportPercentage509
Prior Year Support Percentage0.93600PriorYearSupportPercentage
Investment Income Percentage0.03840InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.06400PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1CFE 2011NameOfEvent1
Gross Receipts Event1217057GrossReceiptsEvent1
Gross Revenue Event1217057GrossRevenueEvent1
Other Direct Expenses Event151317OtherDirectExpensesEvent1
Name Of Event2Monster DashNameOfEvent2
Gross Receipts Event212622GrossReceiptsEvent2
Gross Revenue Event212622GrossRevenueEvent2
Other Direct Expenses Event28748OtherDirectExpensesEvent2
Gross Receipts Total229679GrossReceiptsTotal
Gross Revenue Total Events229679GrossRevenueTotalEvents
Other Direct Expenses Total Events60065OtherDirectExpensesTotalEvents
Direct Expense Summary Events60065DirectExpenseSummaryEvents
Net Income Summary169614NetIncomeSummary
FieldValueIRS element (for citing)
Licensed1Licensed

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1Milton Public SchoolsBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line125 Gile RoadAddressLine1
CityMiltonCity
StateMAState
ZIP Code02186ZIPCode
FieldValueIRS element (for citing)
Amount Of Cash Grant84724AmountOfCashGrant
Purpose Of GrantAssistance to Milton Public SchoolsPurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

Return ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Section B, line 11Form 990 is reviewed by board before filing
Form 990, Part VI, Section B, line 12cOrganization monitors and enforces conflict of interest policy
Form 990, Part VI, Section B, line 15No Compemsation is provided
Form 990, Part VI, Section C, line 19Organization monitors and enforces conflict of interest policy