MILTON FOUNDATION FOR EDUCATION: Form 990EZ, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MILTON FOUNDATION FOR EDUCATION (EIN 04-3307338)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201111369349202186
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T12:04:38-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DiPesa & Company CPA's | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 Hancock Street Suite 705 North | AddressLine1 |
| City | Quincy | City |
| State | MA | State |
| ZIP Code | 02169 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043307338 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Milton Foundation for Education Incorporated | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MILT | NameControl |
| Phone | 6176982905 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 223 | AddressLine1 |
| City | Milton | City |
| State | MA | State |
| ZIP Code | 02186 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Rita F Taugher | Name |
| Title | Treasurer | Title |
| Phone | 6176982905 | Phone |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DI PESA COMPANY | Name |
| Phone | 6177867775 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | www.miltonfoundationforeducation.org | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 179988 | GrossReceipts |
| Contributions Gifts Grants Etc | 22267 | ContributionsGiftsGrantsEtc |
| Investment Income | 8858 | InvestmentIncome |
| Special Events Gross Revenue | 148863 | SpecialEventsGrossRevenue |
| Special Events Direct Expenses | 57268 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 91595 | SpecialEventsNetIncomeLoss |
| Total Revenue | 122720 | TotalRevenue |
| Grants And Similar Amounts Paid | 187163 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 5924 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 294 | PrintingPublicationsPostage |
| Other Expenses Total | 16449 | OtherExpensesTotal |
| Total Expenses | 209830 | TotalExpenses |
| Excess Or Deficit For Year | -87110 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 517391 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | -4292 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 425989 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 517391 | BOY |
| EOY | 425989 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 517391 | BOY |
| EOY | 425989 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 517391 | BOY |
| EOY | 425989 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO RAISE FUNDS TO PROVIDE AID AND ADDITIONAL SUPPORT TO THE MILTON, MA PUBLIC SCHOOLS. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | THE FOUNDATION ENHANCED THE QUALITY OF EDUCATION AND HELPED EXPAND EDUCATIONAL OPPORTUNITIES WITHIN THE MILTON, MA PUBLIC SCHOOLS BY GENERATING AND DISTRIBUTING FINANCIAL GRANTS TO FACILITATE STUDENT DEVELOPMENT, ENCOURAGE EXCELLENCE THROUGH CREATIVE LEARNING, PROMOTE COMMUNITY-SCHOOL PARTNERSHIPS AND, BY RAISING AND DISTRIBUTING FUNDS TO THE SCHOOLS FOR THIS PURPOSE. | DescriptionProgramServiceAccom |
| Grants And Allocations | 187163 | GrantsAndAllocations |
| Program Service Expenses | 22667 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 22667 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (27 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MARY MCLAUGHLIN | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | PRESIDENT | 10.00 | 0 | 0 | 0 |
| NED CORCORAN | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | VICE PRESIDENT | 5.00 | 0 | 0 | 0 |
| C FORBES SARGENT | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | VICE PRESIDENT | 5.00 | 0 | 0 | 0 |
| RITA TAUGHER | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TREASURER | 5.00 | 0 | 0 | 0 |
| MARGARET EBERHARDT | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | RECORDING SECRETARY | 5.00 | 0 | 0 | 0 |
| LESLIE COLLINS | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | CORRESPONDING SECRETARY | 5.00 | 0 | 0 | 0 |
| BARBARA AVITABILE MULLEN | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| YOSHI BELASH | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| LAURA CONWAY | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| ROBERT DAVIS | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| ERIKA DONAHUE | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| PATTI ELLIOTT | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| RICHARD FISCHER | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| THOMAS FLYNN | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| MARY GORMLEY | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| ASTRID HAJJAR | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| MEG KASTER | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| GARY KELLY | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| MARY KEOHANE | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| BEIRNE LOVELY | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| JAMES MAY | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| ROXANNE MUSTO | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| DENISE QUEALLY | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| ANGELA RUE-VAN ALLEN | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| LYNDA-LEE SHERIDAN | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| PHILIP STANLEY | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| LISA RASK VIOLA | ||||||||
| PO BOX 223 | MILTON | MA | 02186 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rita A Taugher | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 756 Canton Avenue | AddressLine1 |
| City | Milton | City |
| State | MA | State |
| ZIP Code | 02186 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6176982905 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 57801 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 46538 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 96315 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35356 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22267 | CurrentTaxYear |
| Total | 258277 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 184733 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 175385 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 187776 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 175391 | CurrentTaxYearMinus1Year |
| Current Tax Year | 148863 | CurrentTaxYear |
| Total | 872148 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 242534 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 221923 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 284091 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 210747 | CurrentTaxYearMinus1Year |
| Current Tax Year | 171130 | CurrentTaxYear |
| Total | 1130425 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1130425 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5922 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30265 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20128 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14068 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8858 | CurrentTaxYear |
| Total | 79241 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5922 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30265 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20128 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14068 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8858 | CurrentTaxYear |
| Total | 79241 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 248456 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 252188 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 304219 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 224815 | CurrentTaxYearMinus1Year |
| Current Tax Year | 179988 | CurrentTaxYear |
| Total | 1209666 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.93450 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.06550 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL CELEBRATION EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 148863 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 148863 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 57268 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 148863 | GrossReceiptsTotal |
| Gross Revenue Total Events | 148863 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 57268 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 57268 | DirectExpenseSummaryEvents |
| Net Income Summary | 91595 | NetIncomeSummary |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. | Declaration |