PERKINS SCHOOL FOR THE BLIND: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PERKINS SCHOOL FOR THE BLIND (EIN 04-2103616)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-11
- IRS object ID
- 201101319349301035
- Schema version
- 2009v1.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-11T10:11:55-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103616 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Perkins School for the Blind | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PERK | NameControl |
| Phone | 6179243434 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 North Beacon Street | AddressLine1 |
| City | Watertown | City |
| State | MA | State |
| ZIP Code | 02472 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lisa Calise Signori | Name |
| Title | CFO | Title |
| Phone | 6179243434 | Phone |
| Date Signed | 2011-05-10 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Steven M Rothstein | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 N beacon Street | AddressLine1 |
| City | Watertown | City |
| State | MA | State |
| ZIP Code | 02472 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 138978490 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.perkins.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1829 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | Perkins School for the Blind provides education and services for children and adults around the world who are Blind, Deaf-Blind or visually impaired. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 874 | TotalNbrEmployees |
| Total Nbr Volunteers | 795 | TotalNbrVolunteers |
| Total Gross UBI | 163064 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11461082 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 20700496 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 39796256 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 40883987 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2596708 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1772241 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -8908726 | OtherRevenuePriorYear |
| Other Revenue Current Year | 19348033 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 44945320 | TotalRevenuePriorYear |
| Total Revenue Current Year | 82704757 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 918514 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 932751 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 39458611 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 39652583 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2776372 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 20137634 | OtherExpensePriorYear |
| Other Expenses Current Year | 18986328 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 60514759 | TotalExpensesPriorYear |
| Total Expenses Current Year | 59571662 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -15569439 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 23133095 | RevenuesLessExpensesCY |
| Total Assets BOY | 247273805 | TotalAssetsBOY |
| Total Assets EOY | 303027556 | TotalAssetsEOY |
| Total Liabilities BOY | 17674206 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 50294862 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 229599599 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 252732694 | NetAssetsOrFundBalancesEOY |
| Mission Description | Perkins School for the Blind provides education and services for children and adults around the world who are Blind, Deafblind or visually impaired. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 40212622 | Expense |
| Grants | 932751 | Grants |
| Revenue | 30834714 | Revenue |
| Description | Perkins School for the Blind provides education and services for children and adults around the world who are blind, deafblind or visually impaired. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6766397 | Expense |
| Revenue | 7616655 | Revenue |
| Description | Perkins Products provided Braille writers and Braille accessories, publications and other materials to over 14,000 individuals. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2536840 | Expense |
| Revenue | 2432618 | Revenue |
| Description | The Perkins Braille and talking book Library provided services to over 29,500 individuals. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 49515859 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 167 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 874 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | TH | NameOfForeignCountry |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | VI | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lisa Calise Signori | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6179243434 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 North Beacon Street | AddressLine1 |
| City | Watertown | City |
| State | MA | State |
| ZIP Code | 02472 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| C Richard Carlson | ||||||||
| Chair of Corporation | 5.00 | X | 0 | 0 | 0 | |||
| Frederic Clifford | ||||||||
| Chair of Board | 5.00 | X | 0 | 0 | 0 | |||
| Linda DiBenedetto | ||||||||
| Vice-Chairwoman | 5.00 | X | 0 | 0 | 0 | |||
| Andrea Peabody | ||||||||
| Vice-Chairwoman | 5.00 | X | 0 | 0 | 0 | |||
| Charles CJ Platt | ||||||||
| Treasurer | 5.00 | X | 0 | 0 | 0 | |||
| Randy Kinard | ||||||||
| Assistant Treasurer | 5.00 | X | 0 | 0 | 0 | |||
| Charles Cheever | ||||||||
| Secretary | 5.00 | X | 0 | 0 | 0 | |||
| William Lowell | ||||||||
| Board member | 5.00 | X | 0 | 0 | 0 | |||
| Paul Raia | ||||||||
| Board member | 5.00 | X | 0 | 0 | 0 | |||
| Edward Fey | ||||||||
| Board member | 5.00 | X | 0 | 0 | 0 | |||
| Thomas Hehir | ||||||||
| Board member | 5.00 | X | 0 | 0 | 0 | |||
| Paul Goodof | ||||||||
| Board member | 5.00 | X | 0 | 0 | 0 | |||
| Corrine Grousbeck | ||||||||
| Board member | 5.00 | X | 0 | 0 | 0 | |||
| Brenda Furlong | ||||||||
| Board member | 5.00 | X | 0 | 0 | 0 | |||
| Philip Ladd | ||||||||
| Board member | 5.00 | X | 0 | 0 | 0 | |||
| W David Power | ||||||||
| Board member | 5.00 | X | 0 | 0 | 0 | |||
| Dr Andrew Chapman | ||||||||
| Board member | 5.00 | X | 0 | 0 | 0 | |||
| Greg Pappas | ||||||||
| Board member | 5.00 | X | 0 | 0 | 0 | |||
| William Gamelli | ||||||||
| Board member | 5.00 | X | 0 | 0 | 0 | |||
| Elizabeth Curtis | ||||||||
| Board member | 5.00 | X | 0 | 0 | 0 | |||
| Janet Burrows James | ||||||||
| Board member | 5.00 | X | 0 | 0 | 0 | |||
| Katherine Chapman | ||||||||
| Board member | 5.00 | X | 0 | 0 | 0 | |||
| Dick Reilly | ||||||||
| Board member | 5.00 | X | 0 | 0 | 0 | |||
| Steven M Rothstein | ||||||||
| President | 50.00 | 290847 | 0 | 67887 | X | |||
| Frederick P Baker | ||||||||
| Chief Financial Officer | 50.00 | 151487 | 0 | 34010 | X | |||
| David Morgan | ||||||||
| Gen Mgr Perkins Products | 50.00 | 172001 | 0 | 32501 | X | |||
| Ellen B Starr | ||||||||
| Exec Dir of Perkins Trus | 50.00 | 122034 | 0 | 25638 | X | |||
| Sergei L Sorokin | ||||||||
| Director of Perkins Inte | 50.00 | 156692 | 0 | 0 | X | |||
| Dorinda ED Rife | ||||||||
| Superintendant School Pr | 50.00 | 133144 | 0 | 2397 | X | |||
| Pauline Donoghue | ||||||||
| Controller | 50.00 | 132114 | 0 | 13996 | X | |||
| Cynthia D Lubien | ||||||||
| Dir Campaign&Major Gifts | 50.00 | 126265 | 0 | 1209 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1284584 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 177638 | TotalOtherCompensation |
| Number Individuals GT100 K | 14 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PriceWaterhouse Coopers LLP | |||||
| One International Place | Boston | MA | 02110 | Audit services | 198625 |
| Cosco Landscape | |||||
| 16 Cottage street | Watertown | MA | 02472 | Contractor services | 189827 |
| Lee Zaurie Zimmerman | |||||
| 22 Carriage Drive | Lexington | MA | 02420 | Consulting Services | 144951 |
| Emerald Graphics | |||||
| 2 Harding Road | Medway | MA | 02053 | Design and Printing services | 103097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 1404718 | FundraisingEvents |
| Government Grants | 821890 | GovernmentGrants |
| All Other Contributions | 18473888 | AllOtherContributions |
| Noncash Contributions | 18870 | NoncashContributions |
| Total Contributions | 20700496 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Fees for Services | 611600 | 30834714 | 30834714 |
| Mater. for the Blind | 900099 | 7616655 | 7616655 |
| Library services | 900099 | 2432618 | 2432618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 40883987 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1692777 | TotalRevenueColumn |
| Unrelated Business Revenue | 163064 | UnrelatedBusinessRevenue |
| Exclusion | $1,529,713 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 56081113 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 56001649 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 79464 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 79464 | TotalRevenueColumn |
| Exclusion | $79,464 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 68040 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1404718 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 272084 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -204044 | TotalRevenueColumn |
| Exclusion | -$204,044 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Unrealized Investment | 900099 | 19123349 | $19,123,349 |
| Change in Value of Spl | 900099 | 428728 | $428,728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 19552077 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 82704757 | TotalRevenueColumn |
| Related Or Exempt Function Income | 40883987 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 163064 | UnrelatedBusinessRevenue |
| Exclusion | $20,957,210 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142677 | Total |
| Program Services | 142677 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 790074 | Total |
| Program Services | 790074 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 888358 | Total |
| Program Services | 251968 | ProgramServices |
| Management And General | 475167 | ManagementAndGeneral |
| Fundraising | 161223 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29516818 | Total |
| Program Services | 25274166 | ProgramServices |
| Management And General | 2882521 | ManagementAndGeneral |
| Fundraising | 1360131 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2110756 | Total |
| Program Services | 1804317 | ProgramServices |
| Management And General | 200462 | ManagementAndGeneral |
| Fundraising | 105977 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4498689 | Total |
| Program Services | 3828112 | ProgramServices |
| Management And General | 458585 | ManagementAndGeneral |
| Fundraising | 211992 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2637962 | Total |
| Program Services | 2223755 | ProgramServices |
| Management And General | 284319 | ManagementAndGeneral |
| Fundraising | 129888 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195164 | Total |
| Program Services | 63282 | ProgramServices |
| Management And General | 131644 | ManagementAndGeneral |
| Fundraising | 238 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203300 | Total |
| Management And General | 203300 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24000 | Total |
| Program Services | 18000 | ProgramServices |
| Management And General | 6000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10182 | Total |
| Management And General | 10182 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1846571 | Total |
| Program Services | 949837 | ProgramServices |
| Management And General | 449838 | ManagementAndGeneral |
| Fundraising | 446896 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 450037 | Total |
| Program Services | 153993 | ProgramServices |
| Management And General | 175763 | ManagementAndGeneral |
| Fundraising | 120281 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2731696 | Total |
| Program Services | 2131584 | ProgramServices |
| Management And General | 536445 | ManagementAndGeneral |
| Fundraising | 63667 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 480867 | Total |
| Program Services | 223816 | ProgramServices |
| Management And General | 232652 | ManagementAndGeneral |
| Fundraising | 24399 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3724917 | Total |
| Program Services | 3387928 | ProgramServices |
| Management And General | 266882 | ManagementAndGeneral |
| Fundraising | 70107 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1135193 | Total |
| Program Services | 1075894 | ProgramServices |
| Management And General | 41120 | ManagementAndGeneral |
| Fundraising | 18179 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135317 | Total |
| Program Services | 85866 | ProgramServices |
| Management And General | 47431 | ManagementAndGeneral |
| Fundraising | 2020 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225169 | Total |
| Program Services | 223447 | ProgramServices |
| Management And General | 1435 | ManagementAndGeneral |
| Fundraising | 287 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3733726 | Total |
| Program Services | 3293933 | ProgramServices |
| Management And General | 397045 | ManagementAndGeneral |
| Fundraising | 42748 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 417222 | Total |
| Program Services | 5791 | ProgramServices |
| Management And General | 411431 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Program Materials | 2990155 | 2990155 | ||
| Meals | 682812 | 597264 | 67209 | 18339 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59571662 | Total |
| Program Services | 49515859 | ProgramServices |
| Management And General | 7279431 | ManagementAndGeneral |
| Fundraising | 2776372 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3287817 | BOY |
| EOY | 2711116 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2049657 | BOY |
| EOY | 10013164 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4369542 | BOY |
| EOY | 3683751 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2763259 | BOY |
| EOY | 3913487 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 860906 | BOY |
| EOY | 1060290 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 128511368 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 79532299 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38433315 | BOY |
| EOY | 48979069 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67349143 | BOY |
| EOY | 76338616 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120232020 | BOY |
| EOY | 128842200 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7928146 | BOY |
| EOY | 27485863 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247273805 | BOY |
| EOY | 303027556 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7170845 | BOY |
| EOY | 9766333 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10000000 | BOY |
| EOY | 40000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 503361 | BOY |
| EOY | 528529 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17674206 | BOY |
| EOY | 50294862 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136640193 | BOY |
| EOY | 144074070 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39979533 | BOY |
| EOY | 53691273 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52979873 | BOY |
| EOY | 54967351 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229599599 | BOY |
| EOY | 252732694 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247273805 | BOY |
| EOY | 303027556 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $29,636 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 29636 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i: | Identifier |
| Return Reference | Explanation of Other Lobbying Activities: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 185531655 | BeginningOfYearBalance |
| Contributions | 14109065 | Contributions |
| Investment Earnings Or Losses | 20604496 | InvestmentEarningsOrLosses |
| Other Expenditures | 13160885 | OtherExpenditures |
| Administrative Expenses | 1795776 | AdministrativeExpenses |
| End Of Year Balance | 205288555 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 243577719 | BeginningOfYearBalance |
| Contributions | 3283172 | Contributions |
| Investment Earnings Or Losses | -46159802 | InvestmentEarningsOrLosses |
| Other Expenditures | 13358276 | OtherExpenditures |
| Administrative Expenses | 1811158 | AdministrativeExpenses |
| End Of Year Balance | 185531655 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.46000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.27000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.27000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 107127282 | OtherCostOrOtherBasis |
| Depreciation | 59735823 | Depreciation |
| Book Value | 47391459 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21384086 | OtherCostOrOtherBasis |
| Depreciation | 19796476 | Depreciation |
| Book Value | 1587610 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 48979069 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (26 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Adage Capital Management | 30299981 | F |
| Axiom International Equity Fund | 9169882 | F |
| Barlow Partners | 9149062 | F |
| Common Fund VI | 573020 | F |
| Common Fund VII | 441766 | F |
| Common Fund Venture Partners VIII | 338546 | F |
| Convexity Capital Offshore inseption 02/16/2006 | 8961770 | F |
| Convexity Capital Offshore 2 | 7303691 | F |
| Essex Investment Management | 63054 | F |
| Farallon Capital Management | 6080066 | F |
| GMO LLC Forestry Fund 8-B LP | 4413068 | F |
| Highclere | 4922407 | F |
| Highfield's Capital | 10454995 | F |
| Realty Fund, TA Associates Fund | 3297313 | F |
| REalty Fund, TA Associates Fund IX | 1911216 | F |
| Rockerfeller & Co. | 4167878 | F |
| Sanderson | 4992624 | F |
| Siguler Guff & Co. Distressed Opp Fund I | 1607059 | F |
| Siguler Guff & Co.Distressed Opp Fund II | 2933948 | F |
| Siguler Guff & Co.Distressed Opp Fund III | 2476602 | F |
| Siguler Guff Small Buyout Opportunities Fund | 1468211 | F |
| Sigular Guff Capital | 159932 | F |
| Thomas Lee Equity Fund | 1401922 | F |
| Wayfarer Capital LP | 1863969 | F |
| Wellington Archipelago Holdings | 7141738 | F |
| WTC-CTF Diversified Inflation Hedges | 3248480 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 128842200 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Interest and Dividends receivable | 18141 |
| Assets held by outside trusts | 8374220 |
| Restricted Cash | 19093502 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 27485863 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Asset Retirement Obligation | Description |
| Amount | $528,529 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 528529 | TotalOfAmounts |
| Total Revenue | 82704757 | TotalRevenue |
| Total Expenses | 59571662 | TotalExpenses |
| Excess Or Deficit For Year | 23133095 | ExcessOrDeficitForYear |
| Other | -$24,433 | OtherAmount |
| Total Adjustments | -24433 | TotalAdjustments |
| Excess Or Deficit Per FS | 23108662 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 83737614 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 695033 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 65740 | OtherRevenues |
| Revenue Not Rptd F990 | 760773 | RevenueNotRptdF990 |
| Revenue Subtotal | 82976841 | RevenueSubtotal |
| Other Revenues Not Included | -272084 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -272084 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 82704757 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 60628952 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 695033 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 362257 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1057290 | ExpensesNotRptdF990 |
| Expenses Subtotal | 59571662 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 59571662 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | To generate earnings to support the general mission of the school in future periods. |
| Part XI, Line 8 - Other Adjustments: | Kilimanjaro net transactions: 2726. John Milton net transactions: -27159. | |
| Part XII, Line 2d - Other Adjustments: | John Milton Society Income and gains: 1536. John Milton Society gifts: 188. Kilimanjaro Blind Trust Income and gains: 8686. Kilimanjaro Blind Trust gifts: 55330. | |
| Part XII, Line 4b - Other Adjustments: | Special event expenses: -272084. | |
| Part XIII, Line 2d - Other Adjustments: | John Milton Society expenses: 28883. Kilimanjaro Blind Trust expenses: 61290. Special event expenses: 272084. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | copies of the Perkins school for the Blind publication "the Lantern" with the policy are distributed to all agencies in New England that serve the blind and deaf blind. also Perkins is included on the MAAPS notice of non-discrimination policy as to students published in the boston globe. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | The school receives government funding for all of the students from cities and towns and other states. This funding is required by law. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (9 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees |
|---|---|---|---|---|---|
| Central America & the Caribbean | Program Services, Grant to Recipients | Educational program & curriculum development, Teacher training | 62332 | ||
| East Asia & the Pacific | Program Services, Grant to Recipients | Educational program & curriculum development, Teacher training | 319869 | 1 | 1 |
| Europe (Iceland, Greenland) | Program Services, Grant to Recipients | Educational program & curriculum development, Teacher training | 121120 | ||
| Middle East & Northern Africa | Program Services, Grant to Recipients | Educational program & curriculum development, Teacher training | 28000 | ||
| North America (Mexico) | Program Services, Grant to Recipients | Educational program & curriculum development, Teacher training | 26071 | ||
| Russia & the Newly Independent States | Program Services, Grant to Recipients | Educational program & curriculum development, Teacher training | 42813 | ||
| South America | Program Services, Grant to Recipients | Educational program & curriculum development, Teacher training | 372439 | 1 | 3 |
| South Asia | Program Services, Grant to Recipients | Educational program & curriculum development, Teacher training | 102819 | 1 | |
| Sub-Saharan Africa | Program Services, Grant to Recipients | Educational program & curriculum development, Teacher training | 136313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 2 | TotalNumberOfOffices |
| Total Number Of Employees | 5 | TotalNumberOfEmployees |
| Total Amount Spent | 1211776 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (62 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| Central America & the Caribbean | Educational program & curriculum development, Teacher training | 16338 | Bank transfer | Technical Assistance |
| Central America & the Caribbean | Educational program & curriculum development, Teacher training | 7500 | Bank transfer | Technical Assistance |
| Central America & the Caribbean | Educational program & curriculum development, Teacher training | 13000 | Bank transfer | Technical Assistance |
| Central America & the Caribbean | Leadership development & training for young adults | 14535 | Bank transfer | Technical Assistance |
| East Asia & the Pacific | Educational program & curriculum development, Teacher training | 7778 | bank transfer | Technical Assistance |
| East Asia & the Pacific | Educational program & curriculum development, Teacher training | 40959 | Check | Technical Assistance |
| East Asia & the Pacific | Educational program & curriculum development, Teacher training | 12008 | Bank transfer | Technical Assistance |
| East Asia & the Pacific | Educational program & curriculum development, Teacher training | 10996 | Bank transfer | Technical Assistance |
| East Asia & the Pacific | Educational program & curriculum development, Teacher training | 7514 | Bank transfer | Technical Assistance |
| East Asia & the Pacific | Educational program & curriculum development, Teacher training | 17697 | Bank transfer | Technical Assistance |
| East Asia & the Pacific | Educational program & curriculum development, Teacher training | 132431 | Bank transfer | Technical Assistance |
| East Asia & the Pacific | Educational program & curriculum development, Teacher training | 6425 | Bank transfer | Technical Assistance & Leadership Training |
| East Asia & the Pacific | Educational program & curriculum development, Teacher training | 6065 | Bank transfer | Technical Assistance |
| East Asia & the Pacific | Support to employee and costs related to office in the region | 69481 | Bank transfer | Technical Assistance |
| Europe | Educational program & curriculum development, Teacher training | 15000 | Bank transfer | Technical Assistance & Leadership Training |
| Europe | Educational program & curriculum development, Teacher training | 23000 | Bank transfer | Technical Assistance |
| Europe | Educational program & curriculum development, Teacher training | 8500 | Bank transfer | Technical Assistance |
| Europe | Educational program & curriculum development, Teacher training | 9000 | Bank transfer | Technical Assistance |
| Europe | Educational program & curriculum development, Teacher training | 7000 | Bank transfer | Technical Assistance |
| Europe | Educational program & curriculum development, Teacher training | 8000 | Bank transfer | Technical Assistance |
| Europe | Educational program & curriculum development, Teacher training | 9620 | Bank transfer | Technical Assistance |
| Europe | Educational program & curriculum development, Teacher training | 8600 | Bank transfer | Technical Assistance |
| Europe | Educational program & curriculum development, Teacher training | 9000 | Bank transfer | Technical Assistance |
| Europe | Advocacy, Parent training & support | 6500 | Bank transfer | Technical Assistance |
| Middle East & Northern Africa | National conference of deafblind education | 28000 | Bank transfer | Technical Assistance |
| North America | Educational program & curriculum development, Teacher training | 6000 | Bank transfer | Technical Assistance |
| North America | Educational program & curriculum development, Teacher training | 20071 | Bank transfer | Technical Assistance |
| Russia & Newly Ind. States | Educational program & curriculum development, Teacher training | 35813 | Bank transfer | Technical Assistance & Leadership Training |
| Russia & Newly Ind. States | Educational program & curriculum development, Teacher training | 7000 | Bank transfer | Technical Assistance |
| South America | Educational program & curriculum development, Teacher training | 35200 | Bank transfer | Technical Assistance |
| South America | Educational program & curriculum development, Teacher training | 18200 | Bank transfer | Technical Assistance |
| South America | Advocacy, Parent training & support | 8800 | Bank transfer | Technical Assistance |
| South America | Educational program & curriculum development, Teacher training | 26354 | Bank transfer | Technical Assistance |
| South America | Advocacy, Parent training & support | 8000 | Bank transfer | Technical Assistance |
| South America | Educational program & curriculum development, Teacher training | 23730 | Bank transfer | Technical Assistance |
| South America | Educational program & curriculum development, Teacher training | 9500 | Bank transfer | Technical Assistance & Leadership Training |
| South America | Educational program & curriculum development, Teacher training | 5500 | Bank transfer | Technical Assistance |
| South America | Advocacy, Parent training & support | 7500 | Bank transfer | Technical Assistance |
| South America | Educational program & curriculum development, Teacher training | 6000 | Bank transfer | Technical Assistance |
| South America | Educational program & curriculum development, Teacher training | 36786 | Bank transfer | Technical Assistance |
| South America | Educational program & curriculum development, Teacher training | 11400 | Bank transfer | Technical Assistance |
| South America | Educational program & curriculum development, Teacher training | 6700 | Bank transfer | Technical Assistance |
| South America | Educational program & curriculum development, Teacher training | 19724 | Bank transfer | Technical Assistance |
| South America | Support to agents and costs related to office in the region | 98300 | Bank transfer | Technical Assistance |
| South America | Educational program & curriculum development, Teacher training | 22500 | Bank transfer | Technical Assistance |
| South Asia | Educational program & curriculum development, Teacher training | 8088 | Bank transfer | Technical Assistance |
| South Asia | Educational program & curriculum development, Teacher training | 6575 | Bank transfer | Technical Assistance |
| South Asia | Educational program & curriculum development, Teacher training | 51698 | Bank transfer | Technical Assistance |
| South Asia | Support to agents and costs related to office in the region | 32098 | Bank transfer | Technical Assistance |
| Sub-Saharan Africa | Leadership development & training for women | 12000 | Bank transfer | Technical Assistance |
| Sub-Saharan Africa | Educational program & curriculum development, Teacher training | 10500 | Bank transfer | Technical Assistance |
| Sub-Saharan Africa | Educational program & curriculum development, Teacher training | 5000 | Bank transfer | Technical Assistance |
| Sub-Saharan Africa | Educational program & curriculum development, Teacher training | 15000 | Bank transfer | Technical Assistance |
| Sub-Saharan Africa | Educational program & curriculum development, Teacher training | 5100 | Bank transfer | Technical Assistance |
| Sub-Saharan Africa | Educational program development & training in East Africa | 8500 | Bank transfer | Technical Assistance |
| Sub-Saharan Africa | Leadership development & training for young adults | 12000 | Bank transfer | Technical Assistance |
| Sub-Saharan Africa | Educational program & curriculum development, Teacher training | 10000 | Bank transfer | Technical Assistance |
| Sub-Saharan Africa | Leadership & staff development | 5500 | Bank transfer | Technical Assistance |
| Sub-Saharan Africa | Educational program & curriculum development, Teacher training | 8775 | Bank transfer | Technical Assistance |
| Sub-Saharan Africa | Educational program & curriculum development, Teacher training | 11757 | Bank transfer | Technical Assistance |
| Sub-Saharan Africa | Brailler repair & maintenance training, Brailler equipment & accessories | 10000 | Bank transfer | Technical Assistance |
| Sub-Saharan Africa | Brailler repair & maintenance training, Brailler equipment & accessories | 10000 | Bank transfer | Technical Assistance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 40 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 62 | TotalNumberOfOtherOrgs |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants Outside the U.S.: | Identifier |
| Explanation | 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. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Perkins Gala dinner | NameOfEvent1 |
| Gross Receipts Event1 | 1440000 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1377000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 63000 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 254766 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Tasting event | NameOfEvent2 |
| Gross Receipts Event2 | 32758 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 27718 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 5040 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 17319 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 1472758 | GrossReceiptsTotal |
| Charitable Contributions Total | 1404718 | CharitableContributionsTotal |
| Gross Revenue Total Events | 68040 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 272085 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 272085 | DirectExpenseSummaryEvents |
| Net Income Summary | -204045 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| Deaf Blind Multihandicapped Association of Texas | ||||||
| 909 Mountain Park Drive | Big Spring | TX | 79720 | 741895596 | 5600 | Advocacy, Parent training & support |
| National Family Association for Deaf-Blind | ||||||
| 111 Middleneck Road | Sands Point | NY | 11050 | 113294205 | 8744 | Advocacy, Parent training & support |
| National Association for Parents of Children with Visual Impairments | ||||||
| 175 North Beacon Street | Watertown | MA | 02472 | 742095442 | 85000 | Advocacy, Parent training & support |
| Statewide Parent Advocacy Network | ||||||
| 35 Halsey Street | Newark | NJ | 07102 | 222868501 | 12000 | Advocacy, Parent training & support |
| Texas School for the Blind & Visually Impaired | ||||||
| 1100 West 45th Street | Austin | TX | 78756 | 742195206 | 5000 | Advocacy, Parent training & support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 5 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | 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 | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Steven M Rothstein | |||||||||||||
| 290847 | 0 | 0 | 0 | 0 | 0 | 25367 | 0 | 42520 | 0 | 358734 | 0 | 0 | 351796 |
| Frederick P Baker | |||||||||||||
| 151487 | 0 | 0 | 0 | 0 | 0 | 15567 | 0 | 18443 | 0 | 185497 | 0 | 0 | 175495 |
| David Morgan | |||||||||||||
| 172001 | 0 | 0 | 0 | 0 | 0 | 18190 | 0 | 14311 | 0 | 204502 | 0 | 0 | 198910 |
| Sergei L Sorokin | |||||||||||||
| 156692 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 156692 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Massachusetts Development Finance Agency | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 043431814 | IssuerEIN |
| Date Issued | 2010-02-12 | DateIssued |
| Issue Price | 30000000 | IssuePrice |
| Description Of Purpose | Perins School for the Blind Revenue Bond Issue Series 2010 for Buildings | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 30000000 | TotalProceeds |
| Amount In Reserve Fund | 19288750 | AmountInReserveFund |
| Issuance Costs From Proceeds | 185000 | IssuanceCostsFromProceeds |
| Capital Expenditures | 10526430 | CapitalExpenditures |
| Year Of Subst Completion | 2011 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 1 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 18870 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV of Stocks | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | The School paid the law firm of Choate, Hall & Stewart a total of $56,677 during the Fiscal year 2010. One board member and one officer of the school are each partners at Choate, Hall & Stewart. The School paid Fiduciary Trust company $80,280 for the custodian and services of the treasurer's office during fiscal year 2010. Two of the school's board members were directors of Fiduciary Trust Company, one of whom is also an officer of the school. A board member who is also an officer of the school is a director and a vice President of Fiduciary. In addition, another officer of the school is a vice President of Fiduciary Trust Company. |
| Form 990, Part VI, Section A, line 6 | The School has 84 members of the Corporation as of June 30, 2010. |
| 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 15a | 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. |
| The School has an Audit Committee to review all of this. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | No Transactions meet the required Thresholds | BusinessNameLine1 |