2024-04-22T16:19:56-05:00 2023-06-30 131459550 MAZARS USA LLP 1330 BOYLSTON STREET CHESTNUT HILL MA 02467 990 2022-07-01 046719813 FENWAY HIGH SCHOOL FUND C/O FENWAY HIGH SCHOOL FENW 6176359911 67 ALLEGHANY STREET BOSTON MA 02120 GEOFFREY WALKER HEAD OF SCHOOL/TRUSTEE 6176359911 2024-04-22 1 GEOFFREY WALKER 999009999 0 TAMAR PLOTZKER P02047230 6177311222 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z GEOFFREY WALKER 67 ALLEGHANY STREET BOSTON MA 02120 1341460 0 X N/A X 1992 MA TO FURTHER THE EDUCATION OF BOSTON AREA STUDENTS 23 22 0 120 0 0 866604 972645 0 9414 64600 96943 0 0 931204 1079002 41025 33825 0 0 49299 49300 0 0 20725 371652 313722 461976 396847 469228 682155 3111601 3903955 0 21500 3111601 3882455 X THE FENWAY HIGH SCHOOL FUND (THE "FUND") IS A NONPROFIT CHARITABLE TRUST ESTABLISHED AS AN EDUCATIONAL RESOURCE TO PROMOTE AND SUPPORT THE ACTIVITIES OF FENWAY HIGH SCHOOL (A PILOT HIGH SCHOOL FOR THE CITY OF BOSTON). TO ACCOMPLISH ITS MISSION, THE FUND PROVIDES FINANCIAL SUPPORT FOR CONSULTANTS, STUDENT ACTIVITIES, CONTRACT SERVICES, CURRICULUM ENRICHMENT, FACILITY RENTAL, FIELD TRIPS AND FOOD FOR THE FENWAY HIGH SCHOOL (THE "SCHOOL"). 0 0 292985 33825 9414 THE FUND PROVIDED 31 SCHOLARSHIPS TO STUDENTS FOR HIGHER EDUCATION AS WELL AS SUBSIDIZE THE COST OF THEIR COURSE MATERIALS. THE FUND ALSO RAN AFTER SCHOOL PROGRAMS, INCLUDING WORKSHOPS, WHICH FOCUS ON EDUCATIONAL OPPORTUNITIES FOR BOSTON AREA YOUTHS. 292985 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 21 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 22 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 MA X HAMEL HUSBANDS BUSINESS MANAGER 6176359911 67 ALLEGHANY STREET BOSTON MA 02120 GARY BAILEY CHAIR OF BOARD 2.00 X X 0 0 0 LORA FARKAS VICE CHAIR 2.00 X X 0 0 0 HAMEL HUSBANDS TREASURER/BUSINESS MANAGER 2.00 X X 49300 0 0 SABRINA ANTOINE TRUSTEE 2.00 X 0 0 0 TAYANA ANTOINE TRUSTEE 2.00 X 0 0 0 MARCOS BAEZ TRUSTEE 2.00 X 0 0 0 BARBARA BEAL TRUSTEE 2.00 X 0 0 0 MARTHA BEDELL TRUSTEE 2.00 X 0 0 0 CANDACE BURNS TRUSTEE 2.00 X 0 0 0 CANDICE CHRYSOSTOM TRUSTEE 2.00 X 0 0 0 ROBIN COHEN TRUSTEE 2.00 X 0 0 0 ADRIANA COSTACHE TRUSTEE 2.00 X 0 0 0 MARK ELEFANTE TRUSTEE 2.00 X 0 0 0 ANITA HANDY TRUSTEE 2.00 X 0 0 0 KENNETH MANNING TRUSTEE 2.00 X 0 0 0 MAYTEE PENA TRUSTEE 2.00 X 0 0 0 SAMUEL RODRIGUEZ PALMA TRUSTEE 2.00 X 0 0 0 JULIETTE RORIE TRUSTEE 2.00 X 0 0 0 MAYA SMITH TRUSTEE 2.00 X 0 0 0 PETER THORNE TRUSTEE 2.00 X 0 0 0 BELIZA VERAS-MORIARTY TRUSTEE 2.00 X 0 0 0 RALPH VERNI TRUSTEE 2.00 X 0 0 0 GEOFFREY WALKER TRUSTEE 2.00 X 0 0 0 49300 0 0 0 0 0 0 0 972645 25669 972645 STUDENT FEES 611710 9414 9414 9414 92788 92788 266613 262458 4155 4155 4155 1079002 9414 0 96943 X 33825 33825 49300 2465 44370 2465 21500 21500 87496 87496 135627 100308 17192 18127 9206 9206 PROGRAM EXPENSES 59783 59650 133 110 35 75 396847 292985 83137 20725 1206659 1225697 85000 0 0 290814 1366442 1614128 1226816 3111601 3903955 21500 0 21500 X 1518056 2932262 1593545 950193 3111601 3882455 3111601 3903955 X 682155 73699 15000 X X 0 1 X 1 0 X 505611 523702 625957 866604 972645 3494519 9414 9414 505611 523702 625957 866604 982059 3503933 116279 85213 91283 197964 76638 567377 0 116279 85213 91283 197964 76638 567377 2936556 55723 53654 33793 40092 92788 276050 55723 53654 33793 40092 92788 276050 561334 577356 659750 906696 1074847 3779983 0.77690 0.75500 0.07300 0.06890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1122897 22120 75100 1220117 1217622 -94725 1122897 1023689 193933 1217622 973778 52185 2274 1023689 835401 138377 973778 1.00000 0 0 0 ISHARES TR MSCI ACWI ETF (ACWI) 305089 F ISHARES CORE U.S AGGREGATE BOND ETF (AGG) 243210 F ISHARES TR MSCI ACWI ETF (ACWI) 368506 F ISHARES CORE U.S AGGREGATE BOND ETF (AGG) 310011 F 1226816 1282822 73699 130121 203820 1079002 0 1079002 526968 130121 130121 396847 0 396847 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT SCHOLARSHIPS AND AFTER SCHOOL PROGRAMS THAT FOCUS ON EDUCATIONAL OPPORTUNITIES FOR BOSTON AREA YOUTHS. 1 SCHOLARSHIPS 31 33825 PART I, LINE 2: THE STUDENTS COMPLETE A WRITTEN APPLICATION, WHICH IS THEN REVIEWED BY THE BOARD OF TRUSTEES, AND IS KEPT ON FILE. ONCE STUDENTS ARE SELECTED, THE AMOUNTS ARE DISBURSED TO EITHER THE SCHOOL DIRECTLY, OR TO THE STUDENT. THE SCHOOL MAINTAINS A CLOSE RELATIONSHIP WITH GRADUATING STUDENTS SO THE ORGANIZATION IS CONFIDENT THAT THEY ARE ABLE TO ENSURE THAT THE FUNDS ARE USED FOR THE CORRECT PURPOSE, IN THE EVENT THAT THE STUDENT IS AWARDED THE MONEY DIRECTLY. X 1 25669 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS ABOVE REPRESENTS THE TOTAL NUMBER OF DONORS OF PUBLICLY TRADED SECURITIES DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 2 MAYA SMITH AND HAMEL HUSBANDS, TRUSTEES, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B MEMBERS OF FINANCE AND AUDIT COMMITTEE, ALONG WITH THE HEADMASTER OF FENWAY HIGH SCHOOL AND THE BUSINESS MANAGER, REVIEW DRAFT AUDIT AND FINANCIAL STATEMENTS PRIOR TO FILING COMPLETION. ONCE THE FILING IS COMPLETE, THE FULL BOARD IS PROVIDED AN UPDATE DURING NEXT BOARD MEETING AND CAN REVIEW THE FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THESE FORMS ARE MAINTAINED BY A BOARD MEMBER AND THE CHAIR OF THE GOVERNANCE COMMITTEE AND ADDRESSED ACCORDINGLY, IF A POTENTIAL OR ACTUAL CONFLICT ARISES. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS, AND ITS CONFLICT OF INTEREST POLICY. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 87,496. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,496. FORM 990, PART XI, LINE 9: CHANGE IN ACCOUNTING METHOD 15,000. FORM 990, PART XII LINE 1 THE ORGANIZATION CHANGED ITS ACCOUNTING METHOD FROM CASH BASIS TO ACCRUAL BASIS.