2013-05-06T15:06:53-05:00 2012-06-30 990 2011-07-01 042103616 Perkins School for the Blind PERK 6179243434 175 North Beacon Street Watertown MA 02472 Lisa A Calise 6179243434 2013-05-06 2011 2016-02-25 16:41:14Z Steven M Rothstein 175 N beacon Street Watertown MA 02472 109163092 0 X www.perkins.org X 1829 MA Perkins School for the Blind provides education and services for children and adults around the world who are Blind, Deaf-Blind or visually impaired. 22 22 887 1037 311019 101213 10837326 12191635 44807466 43456422 3991562 8115615 44273365 -10650655 103909719 53113017 1138589 1154466 0 0 41336639 42181212 0 0 3480446 22095166 22795293 64570394 66130971 39339325 -13017954 346862043 332752634 54790024 53698569 292072019 279054065 Perkins School for the Blind provides education and services for children and adults around the world who are blind, deafblind or visually impaired. 0 0 44390500 34693984 Perkins School for the Blind provided education and services for children and adults around the world who are blind, deafblind or visually impaired. 7876990 6306389 Perkins Products provided Braille writers and Braille accessories, publications and other materials to over 14,000 individuals. 2435553 2456049 The Perkins Braille and talking book Library provided services to over 25,000 individuals. 54703043 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 0 1 1 1 1 1 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 X 180 0 1 887 1 1 1 1 TH BD EI CJ VI UK 0 0 1 1 1 1 0 0 0 0 X 22 22 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA NH NY FL OR NJ AR MD MI OK SC WI X X Lisa A Calise 6179727203 175 North Beacon Street Watertown MA 02472 C Richard Carlson 5.00 X 0 0 0 Frederic M Clifford 5.00 X 0 0 0 William A Lowell 5.00 X 0 0 0 Philip L Ladd 5.00 X 0 0 0 Michael Schnitman 5.00 X 0 0 0 Charles CJ Platt 5.00 X 0 0 0 Randy E Kinard 5.00 X 0 0 0 Andrew W Chapman 5.00 X 0 0 0 Katherine Chapman 5.00 X 0 0 0 Elizabeth Curtis 5.00 X 0 0 0 Edward G Fey 5.00 X 0 0 0 William D Gamelli 5.00 X 0 0 0 Corinne Grousbeck 5.00 X 0 0 0 Thomas F Hehir 5.00 X 0 0 0 Ray Hepper 5.00 X 0 0 0 Leslie Nordin 5.00 X 0 0 0 Greg J Pappas 5.00 X 0 0 0 Paul Perrault 5.00 X 0 0 0 W David Power 5.00 X 0 0 0 Paul Raia 5.00 X 0 0 0 Richard Reilly 5.00 X 0 0 0 William Schawbel 5.00 X 0 0 0 Steven M Rothstein 50.00 X 290174 0 65846 Frederick P Baker 50.00 X 4173 0 0 Lisa Calise 50.00 X 167998 0 5730 Kathleen Sheehan 50.00 X 209419 0 24561 David S Morgan 50.00 X 196297 0 29517 Pauline L Donoghue 50.00 X 133068 0 12432 Walton A Webson 50.00 X 132522 0 24688 Dorinda Rife 50.00 X 131516 0 35618 Laura E Matz 50.00 X 123693 0 22415 Cynthia F Essex 50.00 X 111395 0 16555 1500255 0 237362 16 1 1 0 PriceWaterhouse Coopers LLP One International Place Boston MA 02110 Audit and tax services 274605 Lee Zaurie Zimmerman 22 Carriage Drive Lexington MA 02420 Consulting Services 208612 Cosco Landscape 16 Cottage Street Watertown MA 02472 Contractor services 200106 Emerald Graphics 2 Harding Road Medway MA 02053 Design + printing services 107729 4 1515113 433566 10242956 45874 12191635 Fees for Services 611600 34693984 34693984 Mater. for the Blind 900099 6306389 6306389 Library services 900099 2456049 2456049 43456422 1795528 311019 1484509 62105609 55785522 6320087 6320087 6320087 71465 1515113 264553 -193088 -193088 Change in Value of Spl 900099 -394226 -394226 Unrealized Investment 900099 -10063341 -10063341 -10457567 53113017 43456422 311019 -2846059 201933 201933 952533 952533 957004 237747 444005 275252 31415747 26600745 3245181 1569821 2128319 1801692 223348 103279 4866178 4076098 532782 257298 2813964 2339962 316758 157244 205127 68622 125990 10515 248327 248327 6000 6000 7602 7602 1745439 1394766 350514 159 329857 135686 190542 3629 5434513 4930212 364577 139724 521213 181366 335835 4012 5011615 4523035 381642 106938 1016257 961047 31967 23243 137347 113478 12740 11129 274020 263737 9338 945 4948618 4426766 458999 62853 225829 40802 185027 Other 2683529 1452816 476308 754405 66130971 54703043 7947482 3480446 1884658 1329054 8437123 7610385 3462473 5732287 5470693 6154612 1056270 997697 163961393 88357618 70473056 75603775 84034586 64444847 159832159 161006713 12211025 9873264 346862043 332752634 11264828 8756942 42175426 43524368 1349770 1417259 54790024 53698569 X 163001136 161366196 71973311 59631284 57097572 58056585 292072019 279054065 346862043 332752634 -13017954 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6814 24000 30814 66100157 66130971 1000000 250000 0 0 1000000 1000000 2000000 3000000 24000 30814 54814 250000 250000 500000 750000 8314 6814 15128 Part IV, Supplemental Information: Part II-A, Line 1(a & b), Other Lobbying Activities Perkins School for the Blind (Perkins) receives funding from the Commonwealth of Masachusetts through an annual budget appropriation to help execute the functions of the Braille and Talking Book Library (the Library) which is located at Perkins. In addition, Perkins rates for tuition for its special education programs are set by the Commonwealth of Massachusetts. During these difficult times, the school works with the Director of the Library and others at Perkins to raise awareness of the important work of the library and by special Education programs and the importance of maintaining funding from the Commonwealth for the administration of the Library and for the Special Education Programs. The work performed includes tracking the budget process and keeping Perkins aware of the status of the budget process. It also involves arranging meetings with members of the legislature and members of the administration to raise awareness of Perkins and the Library and the critically important resource that the Library, and the school represents for its cliental and students. The school proposes budgetary language, when appropriate, to increase the funding that the library receives from the Commonwealth. 243948082 2162255 -2343401 15907696 2570937 225288303 205288555 3740062 46756112 10404040 1432607 243948082 185531655 14109065 20604496 13160885 1795776 205288555 243577719 3283172 -46159802 13358276 1811158 185531655 0.48000 0.26000 0.26000 1 0 141438462 67273017 74165445 22522931 21084601 1438330 75603775 Adage Capital Management 37881546 F Barlow Partners 10266637 F Colchester Global Bond fund 3204996 F Common Fund VI 1253840 F Common Fund VII 1092054 F Common Fund Venture Partners VIII 853463 F Convexity Capital Offshore E 10015658 F Convexity Capital Offshore J 4159835 F Convexity Capital Offshore N 5208222 F Essex Investment Management 473 F Farallon Capital Management 7299703 F GMO LLC Forestry Fund 8-B LP 2717225 F Highclere 7924703 F Highfield's Capital IV 11795356 F Legacy Venture VI, LLC 155855 F Realty Fund, TA Associates Fund VIII 3368044 F Realty Fund, TA Associates Fund IX 5194631 F Rockefeller & Co. 4232353 F Sanderson International Value fund 8825321 F Siguler Guff & Co. Distressed Opp Fund I 1130641 F Siguler Guff & Co.Distressed Opp Fund II 1621312 F Siguler Guff & Co.Distressed Opp Fund III 2773037 F Siguler Guff Small Buyout Opportunities Fund 2897424 F Sigular Guff Capital Partners 1444673 F Sigular Guff Distressed Real Estate Opp Fund 1228495 F Thomas Lee Equity Fund 2243114 F Wellington Archipelago Holdings 8177676 F WTC-CTF Diversified Inflation Hedges 3805266 F Mason Capital, Ltd 4917515 F Taconic Offshore Opp Fund, Ltd 5317645 F 161006713 Asset Retirement Obligation 1417259 1417259 Description of Intended Use of Endowment Funds: Part V, Line 4: To generate earnings to support the general mission of the school in future periods. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Explanation of Nondiscriminatory Policy Publication Schedule E, Part I, Line 3 Explanation of the Non-Discriminatory Policy are in copies of the Perkins school for the Blind publication "the Lantern". They are distributed to all agencies in New England that serve the blind and deaf blind. In addition, Perkins is included in the annual Boston Globe non-discrimination notice published by MAAPs. Explanation of Government Financial Assistance Schedule E, Part I, Line 6 The school receives government funding for all of the students from cities and towns and other states. This funding is required by law. 0 Central America & the Caribbean 0 0 Program Services, Grant to Recipients Educational program & curriculum development, Teacher training 178192 East Asia & the Pacific 0 2 Program Services, Grant to Recipients Educational program & curriculum development, Teacher training 229092 Europe (Iceland, Greenland) 0 0 Program Services, Grant to Recipients Educational program & curriculum development, Teacher training 147504 Middle East & Northern Africa 0 1 Program Services, Grant to Recipients Educational program & curriculum development, Teacher training 17722 North America (Mexico) 0 0 Program Services, Grant to Recipients Educational program & curriculum development, Teacher training 6000 Russia & the Newly Independent States 0 0 Program Services, Grant to Recipients Educational program & curriculum development, Teacher training 103010 South America 1 3 Program Services, Grant to Recipients Educational program & curriculum development, Teacher training 278582 South Asia 0 1 Program Services, Grant to Recipients Educational program & curriculum development, Teacher training 133178 Sub-Saharan Africa 1 1 Program Services, Grant to Recipients Educational program & curriculum development, Teacher training 150649 1 7 1 1 2 8 1093280 150649 1243929 X Central America & the Caribbean Educational program & curriculum development, Teacher training 7020 Technical Assistance Bank transfer Sub-Saharan Africa Leadership & staff development 6000 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 10000 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 4000 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 4000 Technical Assistance Bank transfer Sub-Saharan Africa Educational program & curriculum development, Teacher training 10000 Technical Assistance Bank transfer South America Advocacy, Parent training & support 6000 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 16350 Technical Assistance Bank transfer North America Educational program & curriculum development, Teacher training 6000 Technical Assistance Bank transfer South America Advocacy, Parent training & support 8000 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 16000 Technical Assistance Bank transfer Europe Educational program & curriculum development, Teacher training 12000 Technical Assistance Bank transfer Europe Educational program & curriculum development, Teacher training 1083 Technical Assistance Bank transfer Europe Educational program & curriculum development, Teacher training 550 Technical Assistance Bank transfer Europe Educational program & curriculum development, Teacher training 1564 Technical Assistance Bank transfer South Asia Educational program & curriculum development, Teacher training 1254 Technical Assistance Bank transfer East Asia & the Pacific Educational program & curriculum development, Teacher training 1245 Technical Assistance Bank transfer South Asia Educational program & curriculum development, Teacher training 9513 Technical Assistance Bank transfer Sub-Saharan Africa Educational program & curriculum development, Teacher training 16739 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 4760 Technical Assistance Bank transfer Europe Educational program & curriculum development, Teacher training 1084 Technical Assistance Bank transfer Sub-Saharan Africa Educational program & curriculum development, Teacher training 6616 Technical Assistance Bank transfer Russia & Newly Ind. States Educational program & curriculum development, Teacher training 33881 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 3000 Technical Assistance Bank transfer South Asia Educational program & curriculum development, Teacher training 840 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 1752 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 6000 Technical Assistance Bank transfer East Asia & the Pacific Educational program & curriculum development, Teacher training 4661 Technical Assistance Bank transfer South Asia Support to agents and travel-related costs 44295 Technical Assistance Bank transfer Sub-Saharan Africa Support to agents and costs related to office in the region 48749 Technical Assistance Bank transfer Middle East and North Africa Support to agents and travel-related costs 17722 Technical Assistance Check East Asia & the Pacific Support to agents and travel-related costs 20810 Technical Assistance Bank transfer Central America & the Caribbean Educational program & curriculum development, Teacher training 7000 Technical Assistance Bank transfer South America Advocacy, Parent training & support 6900 Technical Assistance Bank transfer Central America & the Caribbean Educational program & curriculum development, Teacher training 58829 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 6500 Technical Assistance Bank transfer Sub-Saharan Africa Leadership & staff development 5000 Technical Assistance Bank transfer East Asia & the Pacific Educational program & curriculum development, Teacher training 3085 Technical Assistance Bank transfer South Asia Educational program & curriculum development, Teacher training 3920 Technical Assistance Bank transfer East Asia & the Pacific Educational program & curriculum development, Teacher training 12108 Technical Assistance Bank transfer Europe Educational program & curriculum development, Teacher training 8220 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 5500 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 4000 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 6750 Technical Assistance Bank transfer Central America & the Caribbean Educational program & curriculum development, Teacher training 3975 Technical Assistance Bank transfer Sub-Saharan Africa Leadership & staff development 8000 Technical Assistance Bank transfer Russia & Newly Ind. States Educational program & curriculum development, Teacher training 1750 Technical Assistance Bank transfer East Asia & the Pacific Educational program & curriculum development, Teacher training 2160 Technical Assistance Bank transfer Russia & Newly Ind. States Educational program & curriculum development, Teacher training 37286 Technical Assistance Bank transfer Sub-Saharan Africa Educational program & curriculum development, Teacher training 8000 Technical Assistance Bank transfer Europe Educational program & curriculum development, Teacher training 34432 Technical Assistance Bank transfer Russia & Newly Ind. States Educational program & curriculum development, Teacher training 2990 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 1650 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 8000 Technical Assistance Bank transfer South Asia Educational program & curriculum development, Teacher training 1631 Technical Assistance Bank transfer Sub-Saharan Africa Leadership & staff development 14471 Technical Assistance Bank transfer East Asia & the Pacific Educational program & curriculum development, Teacher training 10048 Technical Assistance Bank transfer Europe Educational program & curriculum development, Teacher training 5497 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 20000 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 2250 Technical Assistance Bank transfer East Asia & the Pacific Educational program & curriculum development, Teacher training 32458 Technical Assistance Bank transfer Europe Educational program & curriculum development, Teacher training 19147 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 3524 Technical Assistance Bank transfer South America Support to agents and costs related to office in the region 112149 Technical Assistance Bank transfer East Asia & the Pacific Educational program & curriculum development, Teacher training 133955 Technical Assistance Check South America Educational program & curriculum development, Teacher training 2650 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 11000 Technical Assistance Bank transfer South Asia Educational program & curriculum development, Teacher training 3580 Technical Assistance Bank transfer Sub-Saharan Africa Educational program & curriculum development, Teacher training 9632 Technical Assistance Bank transfer East Asia & the Pacific Educational program & curriculum development, Teacher training 8563 Technical Assistance Bank transfer Europe Educational program & curriculum development, Teacher training 7002 Technical Assistance Bank transfer South Asia Advocacy, Parent training & support 3769 Technical Assistance Bank transfer Central America & the Caribbean Leadership & staff development 64200 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 5500 Technical Assistance Bank transfer Europe Educational program & curriculum development, Teacher training 5103 Technical Assistance Bank transfer Europe Educational program & curriculum development, Teacher training 2950 Technical Assistance Bank transfer Russia & Newly Ind. States Educational program & curriculum development, Teacher training 26000 Technical Assistance Bank transfer Europe Educational program & curriculum development, Teacher training 8050 Technical Assistance Bank transfer Central America & the Caribbean Educational program & curriculum development, Teacher training 13600 Technical Assistance Bank transfer Central America & the Caribbean Educational program & curriculum development, Teacher training 17115 Technical Assistance Bank transfer Europe Educational program & curriculum development, Teacher training 2000 Technical Assistance Bank transfer Europe Educational program & curriculum development, Teacher training 5000 Technical Assistance Bank transfer Sub-Saharan Africa Brailler repair & maintenance training, Brailler equipment & accessories 7630 Technical Assistance Bank transfer Sub-Saharan Africa Brailler repair & maintenance training, Brailler equipment & accessories 9811 Technical Assistance Bank transfer South America Educational program & curriculum development, Teacher training 2348 Technical Assistance Bank transfer Europe Educational program & curriculum development, Teacher training 1096 Technical Assistance Bank transfer Europe Educational program & curriculum development, Teacher training 10837 Technical Assistance Bank transfer Central America & the Caribbean Educational program & curriculum development, Teacher training 6454 Technical Assistance Bank transfer Europe Educational program & curriculum development, Teacher training 18303 Technical Assistance Bank transfer Europe Educational program & curriculum development, Teacher training 1085 Technical Assistance Bank transfer South Asia Educational program & curriculum development, Teacher training 3100 Technical Assistance Bank transfer Russia & Newly Ind. States Educational program & curriculum development, Teacher training 1103 Technical Assistance Bank transfer South Asia Educational program & curriculum development, Teacher training 51765 Technical Assistance Bank transfer Europe Educational program & curriculum development, Teacher training 2500 Technical Assistance Bank transfer South Asia Support to agents and travel-related costs 9510 Technical Assistance Bank transfer 48 47 1 0 0 1 0 0 Procedure for Monitoring Grants Outside the U.S.: Schedule F, Part I, Line 2: Each project partner has a budget, activity timeline and schedule for reporting. Balances are reconciled to USD using exchange rate from date funds were received in country. Original receipts are provided with progress reports and reviewed by program financial staff each period. New funds are not advanced until satisfactory review of activity and financial report data. Perkins Gala dinner 1536075 1467325 68750 241123 Tasting event 50503 47788 2715 23430 1586578 1515113 71465 264553 264553 -193088 1 American Foundation for the Blind 2 Penn Plaza Suite 1102 New York NY 10121 135562161 25000 Advocacy, Parent training & support National Family Association for Deaf-Blind 141 Middleneck Road Sands Point NY 11050 113294205 30000 Advocacy, Parent training & support National Association for Parents of Children with Visual Impairments 175 North Beacon Street Watertown MA 02472 742095442 100000 Advocacy, Parent training & support Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Each project partner has a budget, activity timeline and schedule for reporting. Original receipts are provided with progress reports and reviewed by program financial staff each period. New funds are not advanced until satisfactory review of activity and financial report data X 1 1 X X X X 0 1 0 0 0 0 0 0 0 Steven M Rothstein 290174 0 0 0 0 0 23039 0 45921 0 359134 0 0 0 Lisa Calise 167998 0 0 0 0 0 986 0 6490 0 175474 0 0 0 Kathleen Sheehan 209419 0 0 0 0 0 11754 0 15345 0 236518 0 0 0 David S Morgan 196297 0 0 0 0 0 17578 0 14212 0 228087 0 0 0 Walton A Webson 132522 0 0 0 0 0 11881 0 14422 0 158825 0 0 0 Dorinda Rife 131516 0 0 0 0 0 9750 0 25868 0 167134 0 0 0 Massachusetts Development Finance Agency 043431814 2010-02-12 30000000 Perins School for the Blind Revenue Bond Issue Series 2010 for Buildings 0 0 0 30000000 185000 29815000 2011 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 11 45874 FMV of Stocks 0 1 0 Form 990, Part VI, Section A, line 2 The School paid the law firm of Choate, Hall & Stewart a total of $9,818 during the Fiscal year 2012. One board member and one officer of the school are each partners at Choate, Hall & Stewart. The School paid Fiduciary Trust company $84,885 for the custodian and services of the treasurer's office during fiscal year 2012. Two of the school's board officers were Vice Presidents of Fiduciary Trust Company, one of whom is also a Board Member of the school, and a Director at Fiduciary Trust Company. Form 990, Part VI, Section A, line 6 The School has 138 members of the Corporation as of June 30, 2012. Form 990, Part VI, Section A, line 7a At the annual meeting held in November the Trustees elect the officers of the corporation each year. A quorum of members of the Corporation, Corporators vote on the Trustees for the following year. Form 990, Part VI, Section B, line 11 Copies of the Form 990 are sent to the Governing body to review and approve before electronic filing. Form 990, Part VI, Section B, line 12c All Trustees and Senior Management must fill out and sign a conflict of interest statement annually. Form 990, Part VI, Section B, line 15 The Board of Trustees has a compensation Committee that reviews the President's compensation. Form 990, Part VI, Section C, line 19 Perkins governing documents, conflict of interest policy, and Financial statements are available upon request with the school. Kilimanjaro Blind Trust Inc 175 North Beacon Street Watertown MA 02472 208038262 to support the Perkins school for the blind MA 501 (c) (3) 11 A 0 John Milton Society for the Blind 175 North Beacon Street Watertown MA 02472 135562284 to support the Perkins school for the blind MA 501 (c) (3) 11 A PERKINS SCHOOL 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 John Milton Society - No Transactions meet the required thresholds Kilimanjaro Blind Trust Inc P Accrual Kilimanjaro Blind Trust Inc N Accrual Kilimanjaro Blind Trust Inc C Accrual Kilimanjaro Blind Trust Inc K Accrual