2011-11-14T12:19:19-06:00 2010-12-31 Tonneson & Company CPAs PC 401 Edgewater Place Suite 300 Wakefield MA 018806208 990 2010-01-01 042139204 Boston Marine Society BOST 6172420522 National Historic Park Charlestown Navy No Bld 32 Boston MA 02129 Capt Jeffery Havlicek 6178460187 2011-11-08 1 John T Parker 7812459999 2011-11-08 2010 2016-03-07 17:11:31Z Captain David E Cox 136 Cottage Park Road Winthrop MA 02152 8498057 0 X bostonmarinesociety.org X 1754 MA Promote knowledge of the coast, relieve members & families of poverty & financially assist in the education & training of maritime academy students. 15 15 2 0 -1687 -7669 94947 88435 7600 7200 -474245 507941 -32013 21025 -403711 624601 185500 191000 0 0 85827 89928 0 0 0 340306 327666 611633 608594 -1015344 16007 16163143 17371815 0 4109 16163143 17367706 X Promote knowledge of the coast, relieve members and families of poverty, and financially assist in the education and training of maritime academy students. 0 0 155000 155000 0 Scholarships and memorial funds granted to Maritime academies and others associated with the education and preservation of the coast. 36000 36000 0 Financial aid and assistance to members & families in poverty. 84156 84156 0 Other expenses to maintain historical assets held by the Society that are used to educate the public about the coast. 86187 86187 0 Conferences and meetings to provide a forum for the discussion of the coast and to promote public awareness of the coast. 86187 86187 361343 0 1 0 1 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 MA X X Captain J Kerry Fitzpatrick 6172420522 Natl Historic Park Bldg 32 Boston MA 02129 X Captain Peter J Lawrence X 0 0 0 Captain Stefan J Palmer X 0 0 0 Captain Bruce F Porter X 0 0 0 Captain Carl A Pottey X 0 0 0 Captain Andrew Triandafilou X 0 0 0 Captain Martin E Conroy X 0 0 0 Captain Harold W Coburn X 0 0 0 Captain Robert A Kolofsky X 0 0 0 Captain James P Crane X 0 0 0 Captain Charles G Gifford X 0 0 0 Captain David E Cox X X 0 0 0 Captain Jeffrey J Havlicek X X 0 0 0 Captain Joseph K Fitzpatrick X X 0 0 0 Captain Thomas S Laird X X 0 0 0 Ralph R Bagley X X 0 0 0 0 0 0 0 0 0 0 0 2325 86110 6110 88435 Activity Fees 900099 7200 7200 7200 382190 382190 7999207 7873456 125751 125751 -1517 127268 Other Investment Incom 523000 18887 18887 Other investment incom 523000 2138 -170 2308 21025 624601 26087 -1687 511766 85000 85000 106000 106000 82595 41297 41298 4805 2403 2402 2528 1264 1264 3192 3192 13720 13720 36000 36000 85464 85464 450 450 12093 6047 6046 14945 7473 7472 2086 2086 68018 68018 25104 25104 Investment Expense from 31862 31862 Miscellaneous 12451 12451 Gifts 8226 8226 Foreign and Other Taxes 7777 7777 Telephone 4157 2078 2079 2121 2121 608594 361343 247251 0 23928 35777 183695 398820 12521 12521 14131218 14990333 1038687 1167798 773094 766566 16163143 17371815 4109 0 4109 X 15526857 16731420 636286 636286 16163143 17367706 16163143 17371815 X 16007 1188556 X X 0 1 1 X 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 6110 719396 X X 0 0 Alternative Investments 1167798 F 1167798 624601 608594 16007 1189116 -560 1188556 1204563 1853024 1189116 72000 -12638 1248478 604546 20055 20055 624601 648461 72000 72000 576461 32133 32133 608594 Part III, Line 4: The Society has a collection of inexhaustible arts and books. The items are on display at the Society's offices located in the Boston National Historical Park. They reveal not only the history of a distinguished institution but also help tell the story of one of the America's oldest and most important ports. Schedule D, Part XI, line 8: $12,078 Book to tax difference from flow-thru $(12,638) Loss on books not listed on Form 990 Schedule D, Part XII, line 2d: $(12,638) Loss on books not listed on Form 990 Schedule D, Part XII, line 4b: $(19,786) Book to tax differences from flow-through $(269) Realized gain from investment account Schedule D, Part XIII, line 4b: $31,864 Book to tax differences from flow thru investment $269 Realized gain from investment account 1 Duxbury Bay Maritime School PO Box 263 A Duxbury MA 02331 043348183 501(c)(3) 5000 To support the Maritime adventure program. Massachusetts Maritime Academy 101 Academy Drive Buzzards Bay MA 02532 237025807 501(c)(3) 25000 Full outfitting of the Radm Burke memorial briefing room at the new tugboat simulator. Maine Maritime Academy PO Box C-3 Castine ME 04420 016000724 501(c)(3) 25000 Update navigation system for Bowdoin. USS Massachusetts Memorial Committee Inc PO Box 111 Fall River MA 027220111 042377049 501(c)(3) 5000 Battleship Cove Community Boating program. Piers Park Sailing Center 95 Marginal Street East Boston MA 021282742 043411388 501(c)(3) 5000 Improve and expand Future Leaders program. 5 Scholarships for students attending Massachusetts Maritime Academy associated with the education & preservation of the coast. 6 30000 Scholarships for students attending Maine Maritime Academy associated with the education & preservation of the coast. 10 30000 Sea term scholarship for license track cadets in the name of Thomas E. Burke. 1 10000 Relief grant funds provided to survivors of members who are in need of financial assistance. 4 36000 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Grantees are encouranged to provide the Society with summaries of how the grantee organization utilized the funds received from the Boston Marine Society and to update the Society on the successes of the programs that received funding. X 3 6110 Appraisal 0 0 0 Form 990, Part VI, Section A, line 6 The organization has a body of membership that have submitted applications for their membership to the Board of Trustees, who review and approve memberships in accordance with the Societies by-laws. Form 990, Part VI, Section A, line 7a The membership of the Society elect the 15 members of the Board of Trustees at the Society's annual meeting, which is held each year in November. Form 990, Part VI, Section A, line 7b Decisions of the Board of Trustees are subject to approval of the members. Form 990, Part VI, Section B, line 11 The Board of Trustees reviews Form 990 and it is approved by the audit and finance committee. Form 990, Part VI, Section B, line 12c Conflicts of interest are documented first and later discussed in Board of Directors meeting. Form 990, Part VI, Section C, line 19 The Governing Documents, conflict of interest policy and financial statements are available to the public upon request at the Society's office. Also, the financial statements are on file with the Massachusetts Attorney General's office, Public Charities Division as the financial statements are required to be submitted annually with the Massachusetts Form PC. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 1,189,116. Book to tax difference from flow-thru 12,078. Loss on books not listed on Form 990 -12,638. Realized gain from investment account Total to Form 990, Part XI, Line 5: 1,188,556. Mellon Optima LS Strategy Fund LLC One Boston Place 024-0072 Boston MA 02108 300301481 The partnership is a registered Hedge Fund with the SEC MA 0 0 -1687 0