2011-05-11T10:11:55-05:00 2010-06-30 990 2009-07-01 042103616 Perkins School for the Blind PERK 6179243434 175 North Beacon Street Watertown MA 02472 Lisa Calise Signori 6179243434 2011-05-10 2009 2016-02-24 21:20:13Z Steven M Rothstein 175 N beacon Street Watertown MA 02472 138978490 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. 21 21 874 795 163064 0 11461082 20700496 39796256 40883987 2596708 1772241 -8908726 19348033 44945320 82704757 918514 932751 0 39458611 39652583 0 2776372 20137634 18986328 60514759 59571662 -15569439 23133095 247273805 303027556 17674206 50294862 229599599 252732694 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 40212622 932751 30834714 Perkins School for the Blind provides education and services for children and adults around the world who are blind, deafblind or visually impaired. 6766397 7616655 Perkins Products provided Braille writers and Braille accessories, publications and other materials to over 14,000 individuals. 2536840 2432618 The Perkins Braille and talking book Library provided services to over 29,500 individuals. 49515859 1 1 0 1 0 0 0 0 1 1 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 0 0 0 0 0 1 1 0 0 1 167 0 874 1 1 1 1 TH BD EI CJ VI UK 0 0 0 1 1 0 0 0 21 21 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA NH NY FL OR X X Lisa Calise Signori 6179243434 175 North Beacon Street Watertown MA 02472 C Richard Carlson 5.00 X 0 0 0 Frederic Clifford 5.00 X 0 0 0 Linda DiBenedetto 5.00 X 0 0 0 Andrea Peabody 5.00 X 0 0 0 Charles CJ Platt 5.00 X 0 0 0 Randy Kinard 5.00 X 0 0 0 Charles Cheever 5.00 X 0 0 0 William Lowell 5.00 X 0 0 0 Paul Raia 5.00 X 0 0 0 Edward Fey 5.00 X 0 0 0 Thomas Hehir 5.00 X 0 0 0 Paul Goodof 5.00 X 0 0 0 Corrine Grousbeck 5.00 X 0 0 0 Brenda Furlong 5.00 X 0 0 0 Philip Ladd 5.00 X 0 0 0 W David Power 5.00 X 0 0 0 Dr Andrew Chapman 5.00 X 0 0 0 Greg Pappas 5.00 X 0 0 0 William Gamelli 5.00 X 0 0 0 Elizabeth Curtis 5.00 X 0 0 0 Janet Burrows James 5.00 X 0 0 0 Katherine Chapman 5.00 X 0 0 0 Dick Reilly 5.00 X 0 0 0 Steven M Rothstein 50.00 X 290847 0 67887 Frederick P Baker 50.00 X 151487 0 34010 David Morgan 50.00 X 172001 0 32501 Ellen B Starr 50.00 X 122034 0 25638 Sergei L Sorokin 50.00 X 156692 0 0 Dorinda ED Rife 50.00 X 133144 0 2397 Pauline Donoghue 50.00 X 132114 0 13996 Cynthia D Lubien 50.00 X 126265 0 1209 1284584 0 177638 14 0 1 0 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 4 1404718 821890 18473888 18870 20700496 Fees for Services 611600 30834714 30834714 Mater. for the Blind 900099 7616655 7616655 Library services 900099 2432618 2432618 40883987 1692777 163064 1529713 56081113 56001649 79464 79464 79464 68040 1404718 272084 -204044 -204044 Unrealized Investment 900099 19123349 19123349 Change in Value of Spl 900099 428728 428728 19552077 82704757 40883987 163064 20957210 142677 142677 790074 790074 888358 251968 475167 161223 29516818 25274166 2882521 1360131 2110756 1804317 200462 105977 4498689 3828112 458585 211992 2637962 2223755 284319 129888 195164 63282 131644 238 203300 203300 24000 18000 6000 10182 10182 1846571 949837 449838 446896 450037 153993 175763 120281 2731696 2131584 536445 63667 480867 223816 232652 24399 3724917 3387928 266882 70107 1135193 1075894 41120 18179 135317 85866 47431 2020 225169 223447 1435 287 3733726 3293933 397045 42748 417222 5791 411431 Program Materials 2990155 2990155 Meals 682812 597264 67209 18339 59571662 49515859 7279431 2776372 3287817 2711116 2049657 10013164 4369542 3683751 2763259 3913487 860906 1060290 128511368 79532299 38433315 48979069 67349143 76338616 120232020 128842200 7928146 27485863 247273805 303027556 7170845 9766333 10000000 40000000 503361 528529 17674206 50294862 X 136640193 144074070 39979533 53691273 52979873 54967351 229599599 252732694 247273805 303027556 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 29636 0 0 29636 0 Part II-B, Line 1i: Explanation of 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. 185531655 14109065 20604496 13160885 1795776 205288555 243577719 3283172 -46159802 13358276 1811158 185531655 0.46000 0.27000 0.27000 1 0 107127282 59735823 47391459 21384086 19796476 1587610 0 48979069 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 128842200 Interest and Dividends receivable 18141 Assets held by outside trusts 8374220 Restricted Cash 19093502 27485863 Asset Retirement Obligation 528529 528529 82704757 59571662 23133095 -24433 -24433 23108662 83737614 695033 65740 760773 82976841 -272084 -272084 82704757 60628952 695033 362257 1057290 59571662 0 59571662 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. 1 1 1 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. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 The school receives government funding for all of the students from cities and towns and other states. This funding is required by law. 1 0 Central America & the Caribbean Program Services, Grant to Recipients Educational program & curriculum development, Teacher training 62332 East Asia & the Pacific 1 1 Program Services, Grant to Recipients Educational program & curriculum development, Teacher training 319869 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 1 3 Program Services, Grant to Recipients Educational program & curriculum development, Teacher training 372439 South Asia 1 Program Services, Grant to Recipients Educational program & curriculum development, Teacher training 102819 Sub-Saharan Africa Program Services, Grant to Recipients Educational program & curriculum development, Teacher training 136313 2 5 1211776 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 40 62 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 1440000 1377000 63000 254766 Tasting event 32758 27718 5040 17319 1472758 1404718 68040 272085 272085 -204045 1 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 5 5 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 0 0 0 0 0 0 0 0 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 Massachusetts Development Finance Agency 043431814 2010-02-12 30000000 Perins School for the Blind Revenue Bond Issue Series 2010 for Buildings 0 0 30000000 19288750 185000 10526430 2011 0 0 0 0 0 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 0 0 0 1 X 12 18870 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 $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. 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 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 No Transactions meet the required Thresholds