2024-10-28T09:18:52-05:00 2023-12-31 991856619 GRANT THORNTON ADVISORS LLC 53 STATE STREET SUITE 1600 BOSTON MA 02109 990 2023-01-01 223195349 FIDELITY NON-PROFIT MANAGEMENT FOUNDATION FIDE 6176467418 7 WATER STREET BOSTON MA 02109 DANIEL ARDITO TREASURER 6176467418 2024-10-28 1 1 ERIN COUTURE P01390592 6177237900 2023 2024-10-15 13:58:12Z MAURA MARX 7 WATER STREET BOSTON MA 02109 304403456 0 X N/A X 1992 DE SEE PART III LINE 1 5 3 0 0 0 0 55965844 22942424 0 0 81976471 256676196 0 0 137942315 279618620 98274687 96569000 0 0 4178135 5049156 0 0 0 966329 1373859 103419151 102992015 34523164 176626605 2272862889 2449324409 0 0 2272862889 2449324409 X MAKING GRANTS AND CONDUCTING SUPPORTING ACTIVITIES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM ONE OR MORE OF THE FUNCTIONS OF, OR TO CARRY OUT ONE OR MORE OF THE PURPOSES OF, SUPPORTED ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) (CONTINUED ON SCHEDULE O)AND 509(A)(1) OR (2) OF THE CODE THAT CONDUCT ACTIVITIES IN ARTS AND CULTURE, EDUCATION, OR MEDICAL RESEARCH AND HEALTHCARE, WITH EMPHASIS ON ENCOURAGING THE HIGHEST STANDARDS OF NON-PROFIT MANAGEMENT. 0 0 102277322 96569000 0 GRANT MAKING TO SUPPORT ARTS AND CULTURE, EDUCATION, MEDICAL RESEARCH AND HEALTHCARE, WITH EMPHASIS ON ENCOURAGING THE HIGHEST STANDARDS OF NON-PROFIT MANAGEMENT. 102277322 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 12 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 3 1 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X DANIEL M ARDITO 6036814291 11 KEEWAYDIN DRIVE SUITE 100 SALEM NH 03079 SUSAN HOCKFIELD DIRECTOR 5.00 0.00 X 25000 447785 0 JOHN PALFREY DIRECTOR (AS OF 3/2023) 5.00 0.00 X 25000 20000 0 ROBERT A RADLOFF DIRECTOR & VP 5.00 0.00 X X 25000 0 0 EDWARD C JOHNSON IV DIRECTOR & CHAIRMAN 5.00 0.00 X X 0 0 0 ELIZABETH L JOHNSON DIRECTOR (AS OF 11/2023) 5.00 0.00 X 0 0 0 ELIZABETH B JOHNSON DIRECTOR (THRU 11/2023) 5.00 0.00 X 0 0 0 CHRISTOPHER J MCKOWN SECRETARY 5.00 0.00 X 0 0 0 MAURA MARX PRESIDENT 21.00 0.00 X 513975 0 14993 KEVIN SAUNDERS ASST SECRETARY 19.00 0.00 X 176085 0 37866 DANIEL M ARDITO TREASURER 16.00 0.00 X 163380 0 33172 LYDIA BERGEN VP, OPERATIONS 21.00 0.00 X 214045 0 31470 CAROLINE NOLAN PROGRAM DIRECTOR 32.00 0.00 X 230784 0 48631 CANDACE TEBBENKAMP SR PROG OFFICER, MEDICAL SCI&HEALTH 36.00 0.00 X 204553 0 40343 KEVIN DA SILVA DIR, MEDICAL SCIENCE & HEALTH 36.00 0.00 X 190483 0 8862 LISA BEVILAQUA PROGRAM DIRECTOR, ARTS & CULTURE 21.00 0.00 X 171942 0 11418 GLORIA LOPEZ SR PROGRAM OFFICER, EDUCATION 32.00 0.00 X 208213 0 6929 2148460 467785 233684 15 0 1 0 SULLIVAN AND WORCESTER 1 POST OFFICE SQUARE BOSTON MA 02109 LEGAL SERVICES 152870 HEALTH RESOURCES IN ACTION 2 BOYLSTON ST 4TH FL BOSTON MA 02116 CONSULTING SERVICES 148044 MH MORTON CONSULTING LLC 246 COMMONWEALTH AVE 2 BOSTON MA 02116 CONSULTING SERVICES 130000 EUIJIN CHIN 22 DORR ST BOSTON MA 02119 CONSULTING SERVICES 102969 4 22942424 22942424 58709003 58709003 222752029 24784836 197967193 197967193 197967193 279618620 0 0 256676196 96569000 96569000 1259984 1259984 2718474 2718474 366307 366307 472626 472626 231765 231765 180472 180472 67142 67142 517102 517102 28503 28503 132526 132526 142064 142064 16703 16703 RECRUITING 140612 140612 DUES AND SUBSCRIPTIONS 115464 115464 MISCELLANEOUS EXPENSES 30294 30294 STATE FILING FEES 2977 2977 102992015 102277322 714693 0 29251729 109339120 1185748 1735125 2106511877 2204698508 135913535 133551656 2272862889 2449324409 0 0 X 2272862889 2449324409 2272862889 2449324409 2272862889 2449324409 176626605 -165085 X X 0 1 X 1 0 X X 3 MASSACHUSETTS INSTITUTE OF TECHNOLOGY 042103594 2 1 6050000 0 PRESIDENT AND FELLOWS OF HARVARD COLLEGE 042103580 2 1 0 0 MUSEUM OF FINE ARTS 042103607 7 1 0 0 3 6050000 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 1: THE SUPPORTED ORGANIZATIONS ARE DESIGNATED BY PURPOSE OR CLASS IN THE ORGANIZATION'S ARTICLES. THE MEMBERS WHICH ELECT A MAJORITY OF THE ORGANIZATION'S DIRECTORS AND CONTROL THE ORGANIZATION ARE ALL PUBLICLY SUPPORTED ORGANIZATIONS WHICH ARE LISTED BY NAME IN THE ORGANIZATION'S GOVERNING DOCUMENTS AND WHICH FALL WITHIN THE CLASS OF SUPPORTED ORGANIZATIONS THAT THEY REPRESENT. SCHEDULE A, PART IV, SECTION A, LINE 5A: PURSUANT TO THE TERMS OF THE GOVERNING INSTRUMENT, EFFECTIVE DECEMBER 31, 2022, BAYLOR COLLEGE OF MEDICINE (EIN 74-1613878) CEASED AS A SUPPORTED ORGANIZATION OF FIDELITY NON-PROFIT MANAGEMENT FOUNDATION ("FNPMF"). EFFECTIVE MARCH 2, 2023, THE PRESIDENTS AND FELLOWS OF HARVARD COLLEGE (EIN 04-2103580) BECAME A SUPPORTED ORGANIZATION OF FNPMF. SCHEDULE A, PART IV, SECTION A, LINE 9C: DISQUALIFIED PERSONS WITH RESPECT TO THE ORGANIZATION ARE ACTIVE INVESTORS IN THE PUBLIC SECURITIES MARKETS AND THERE MAY BE NUMEROUS INSTANCES WHERE THERE IS OVERLAP BETWEEN THE HOLDINGS IN THE STOCK PORTFOLIOS OF DISQUALIFIED PERSONS AND THE STOCK PORTFOLIO OF THE ORGANIZATION. NEVERTHELESS, THE ORGANIZATION IS CONFIDENT THAT ANY OVERLAP IS COINCIDENTAL AND NO DISQUALIFIED PERSON DERIVED ANY BENEFIT FROM THE ORGANIZATION'S INVESTMENT. THE ORGANIZATION ALSO OWNS APPROXIMATELY 1.7% OF THE STOCK OF FIL LTD. A NON-PUBLICLY TRADED ENTITY IN WHICH A DISQUALIFIED PERSON INDIRECTLY HOLDS A NON-CONTROLLING INTEREST. NO DISQUALIFIED PERSON DERIVES ANY BENEFIT AS A RESULT OF THE ORGANIZATION'S INVESTMENTS. UNDER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, ANY INVESTMENT DECISION OF THE FOUNDATION TO MAKE AN INVESTMENT IN A SECURITY IN WHICH A DISQUALIFIED PERSON MAY HOLD AN INTEREST (OTHER THAN NON-MATERIAL HOLDINGS OF PUBLICLY AVAILABLE SECURITIES OR MUTUAL FUNDS) WOULD BE MADE EXCLUSIVELY BY THE INDEPENDENT TRUSTEES WHO REPRESENT THE CONTROLLING SUPPORTED ORGANIZATIONS. SCHEDULE A, PART IV, SECTION B, LINE 2: THE ORGANIZATION MADE GRANTS AMONG ITS SUPPORTED ORGANIZATIONS DESIGNATED BY CLASS. SEE DESCRIPTION FOR SECTION A, ITEM 1. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ERS 132836949 C FIL EQUITY 714707 C 133551656 X 350669959 71051185 71051185 279618774 -154 -154 279618620 94606936 -8385079 -8385079 102992015 0 102992015 PART X, LINE 2: A TAX QUALIFICATION DETERMINATION LETTER HAS BEEN RECEIVED FROM THE INTERNAL REVENUE SERVICE INDICATING THAT THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) AND AS A SUPPORTING ORGANIZATION DESCRIBED IN SECTION 509(A)(3) OF THE CODE. THE FOUNDATION RECOGNIZES A TAX BENEFIT OR CHARGE FROM AN UNCERTAIN POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2023, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION, DERECOGNITION, OR DISCLOSURE. PART XI, LINE 4B - OTHER ADJUSTMENTS: ACCRUAL TO CASH ADJUSTMENT -154. 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GRANT RECIPIENTS ARE CHOSEN ON THE BASIS OF DETAILED WRITTEN DESCRIPTIONS OF THE INTENDED CHARITABLE USE OF FUNDS; PUBLIC CHARITY DETERMINATIONS; AND OCCASIONAL FIELD INVESTIGATIONS CONDUCTED BY THE ORGANIZATION'S STAFF. EACH GRANTEE PROVIDES DETAILED WRITTEN REPORTS OF THE EXPENDITURE OF GRANT FUNDS TO THE ORGANIZATION. GRANTS ARE ACCOUNTED FOR ON A CASH BASIS. X X X X 1 0 0 0 0 0 0 1 0 MAURA MARX PRESIDENT 239313 0 274662 0 0 0 7967 0 7026 0 528968 0 0 0 SUSAN HOCKFIELD DIRECTOR 25000 447785 0 0 0 0 0 0 0 0 25000 447785 0 0 CAROLINE NOLAN PROGRAM DIRECTOR 181984 0 48800 0 0 0 26183 0 22448 0 279415 0 0 0 LYDIA BERGEN VP, OPERATIONS 129997 0 84048 0 0 0 28583 0 2887 0 245515 0 0 0 CANDACE TEBBENKAMP SR PROG OFFICER, MEDICAL SCI&HEALTH 197102 0 0 0 7451 0 13248 0 27095 0 244896 0 0 0 GLORIA LOPEZ SR PROGRAM OFFICER, EDUCATION 152078 0 17366 0 38769 0 4749 0 2180 0 215142 0 0 0 KEVIN SAUNDERS ASST SECRETARY 136220 0 39865 0 0 0 24623 0 13243 0 213951 0 0 0 KEVIN DA SILVA DIR, MEDICAL SCIENCE & HEALTH 66733 0 0 0 123750 0 5028 0 3834 0 199345 0 0 0 DANIEL M ARDITO TREASURER 98100 0 65280 0 0 0 22200 0 10972 0 196552 0 0 0 LISA BEVILAQUA PROGRAM DIRECTOR, ARTS & CULTURE 132826 0 39116 0 0 0 4635 0 6783 0 183360 0 0 0 PART I, LINE 3 THE FOUNDATION ENGAGES FFSP LLC IN A COST SHARING ARRANGEMENT TO PROVIDE STAFF, ADMINISTRATIVE AND PROGRAM MANAGEMENT SUPPORT. FFSP ENTERED INTO WRITTEN COMPENSATION AGREEMENTS WITH ALL OF ITS EMPLOYEES ON THE DATE OF HIRE. THE COMPENSATION IN THE AGREEMENTS WERE ALL BASED ON THIRD-PARTY COMPARABILITY DATA COMPILED AND UPDATED IN 2023. IN 2023, THE FFSP COMPENSATION COMMITTEE RELIED ON THE SAME COMPARABILITY DATA WHEN MAKING YEAR END SALARY ADJUSTMENTS, DETERMINING YEAR-END BONUSES, AND AWARDING LONG-TERM COMPENSATION FOR 2023. AS A RESULT, THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT, TREASURER & ASSISTANT SECRETARY INCLUDED THE FOLLOWING: (1) PRIOR TO ENTERING INTO SUCH ARRANGEMENTS, APPROPRIATE COMPARABILITY DATA WAS OBTAINED AND USED, AND SUCH ARRANGEMENT WAS THEN REVIEWED AND APPROVED BY THE APPROPRIATE COMPENSATION COMMITTEE, OF WHICH ONLY INDEPENDENT PERSONS VOTED; AND (2) MINUTES FOR COMPENSATION COMMITTEE MEETINGS WERE PREPARED, PROVIDING CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION BY NOTING THE TERMS OF THE ARRANGEMENT AND DATE IT WAS APPROVED, THE COMMITTEE MEMBERS WHO WERE PRESENT AND THOSE WHO VOTED ON IT, AND THE COMPARABILITY DATA OBTAINED AND RELIED UPON BY THE COMMITTEE. SEE SCHEDULE O. PART I, LINE 4A IN CONNECTION WITH THEIR DEPARTURE, THREE LISTED INDIVIDUALS RECEIVED SALARY CONTINUATION. THE AMOUNTS PAID IN 2023 ARE INCLUDED ON SCHEDULE J, PART II, LINE B(III). PART I, LINE 7 THE ORGANIZATION PROVIDED NON-FIXED PAYMENTS TO CERTAIN INDIVIDUALS REPORTED ON SCHEDULE J IN THE FORM OF A BONUS WHICH REFLECTED REASONABLE COMPENSATION. THE BONUS WAS NOT TIED TO THE NET REVENUES OF THE ORGANIZATION NOR WAS A JOINT VENTURE PRESENT. THE COMPENSATION COMMITTEE APPROVED AN EMPLOYMENT CONTRACT WITH THE EXECUTIVES THAT INCLUDED A YEAR END BONUS WITH A SPECIFIED CAP ON THE AMOUNT, THE COMPENSATION COMMITTEE HAS ESTABLISHED A REBUTTABLE PRESUMPTION AS TO THE NONFIXED PAYMENT WHEN THE EMPLOYMENT CONTRACT WAS ENTERED INTO BY, IN EFFECT, ASSUMING THAT THE MAXIMUM AMOUNT PAYABLE UNDER THE CONTRACT WOULD BE PAID, AND SATISFYING THE REQUIREMENTS GIVING RISE TO THE REBUTTABLE PRESUMPTION FOR THAT MAXIMUM AMOUNT. 26 C.F.R. 53.4958-6(D)(2) FORM 990, PART VI, SECTION A, LINE 2 ELIZABETH B JOHNSON, EDWARD C JOHNSON IV, CHRISTOPHER J MCKOWN, ELIZABETH L JOHNSON - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION ENGAGES FFSP LLC IN A COST SHARING ARRANGEMENT TO PROVIDE STAFF, ADMINISTRATIVE AND PROGRAM MANAGEMENT SUPPORT. IN ADDITION, CERTAIN SERVICES WERE PROVIDED TO THE FOUNDATION UNDER AN ADMINISTRATIVE SERVICES CONTRACT BY FMR LLC, WHICH IS A SUBSTANTIAL CONTRIBUTOR TO THE FOUNDATION. FMR LLC PROVIDED THESE SERVICES TO THE FOUNDATION AT NO CHARGE. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ORGANIZATION ELECT MEMBERS OF THE BOARD OF TRUSTEES PERIODICALLY AND/OR WHEN VACANCIES ARISE. FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEES ARE ELECTED BY VOTE PERIODICALLY AND/OR WHEN VACANCIES ARISE, BY THE MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO EACH OF THE MEMBERS OF THE GOVERNING BODY. THE ENTIRE FORM 990 IS REVIEWED BY THE MEMBERS OF THE AUDIT COMMITTEE. OFFICERS OF THE ORGANIZATION AS WELL AS THE PAID PREPARER REVIEW THE FORM 990 WITH THE MEMBERS OF THE AUDIT COMMITTEE BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND TRUSTEES SIGN AN ANNUAL STATEMENT ATTESTING THAT THEY ARE IN COMPLIANCE WITH THE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST POLICY AND DISCLOSE RELEVANT FINANCIAL INTERESTS AND AFFILIATIONS WITH POTENTIAL GRANTEES. IN INSTANCES WHERE THE BOARD DETERMINES THE EXISTENCE OF A CONFLICT, PARTICIPATION IN THE BOARD'S DELIBERATIONS AND DECISIONS IS LIMITED TO DISINTERESTED TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION ENGAGES FFSP LLC IN A COST SHARING ARRANGEMENT TO PROVIDE STAFF, ADMINISTRATIVE AND PROGRAM MANAGEMENT SUPPORT. FFSP ENTERED INTO WRITTEN COMPENSATION AGREEMENTS WITH ALL OF ITS EMPLOYEES ON THE DATE OF HIRE. THE COMPENSATION IN THE AGREEMENTS WERE ALL BASED ON THIRD-PARTY COMPARABILITY DATA COMPILED AND UPDATED IN 2023. IN 2023, THE FFSP COMPENSATION COMMITTEE RELIED ON THE SAME COMPARABILITY DATA WHEN MAKING YEAR END SALARY ADJUSTMENTS, DETERMINING YEAR-END BONUSES, AND AWARDING LONG-TERM COMPENSATION FOR 2023. AS A RESULT, THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT, TREASURER AND ASSISTANT SECRETARY INCLUDED THE FOLLOWING: (1) PRIOR TO ENTERING INTO SUCH ARRANGEMENTS, APPROPRIATE COMPARABILITY DATA WAS OBTAINED AND USED, AND SUCH ARRANGEMENT WAS THEN REVIEWED AND APPROVED BY THE APPROPRIATE COMPENSATION COMMITTEE, OF WHICH ONLY INDEPENDENT PERSONS VOTED; AND (2) MINUTES FOR COMPENSATION COMMITTEE MEETINGS WERE PREPARED, PROVIDING CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION BY NOTING THE TERMS OF THE ARRANGEMENT AND DATE IT WAS APPROVED, THE COMMITTEE MEMBERS WHO WERE PRESENT AND THOSE WHO VOTED ON IT, AND THE COMPARABILITY DATA OBTAINED AND RELIED UPON BY THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC ON FILE WITH THE OFFICE OF THE MASSACHUSETTS ATTORNEY GENERAL. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE UNDER ITS GOVERNING DOCUMENTS FOR (I) OVERSEEING THE COMPILATION, REVIEW, OR AUDIT OF THE FINANCIAL STATEMENTS; AND (II) THE SELECTION OF AN INDEPENDENT ACCOUNTANT THAT COMPILED, REVIEWED, OR AUDITED THE STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE` PRIOR YEAR. MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 042103594 MEDICAL/EDUCATION MA 501C(3) 2 NOT APPLICABLE 0 MUSEUM OF FINE ARTS 465 HUNTINGTON AVENUE BOSTON MA 02115 042103607 CULTURE MA 501C(3) 7 NOT APPLICABLE 0 PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1585 MASSACHUSETTS AVENUE CAMBRIDGE MA 02138 042103580 EDUCATION MA 501C(3) 2 NOT APPLICABLE 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE R, PART II: PURSUANT TO THE TERMS OF THE GOVERNING INSTRUMENT, EFFECTIVE DECEMBER 31, 2022, BAYLOR COLLEGE OF MEDICINE (EIN 74-1613878) CEASED AS A SUPPORTED ORGANIZATION OF FIDELITY NON-PROFIT MANAGEMENT FOUNDATION ("FNPMF"). EFFECTIVE MARCH 2, 2023, THE PRESIDENTS AND FELLOWS OF HARVARD COLLEGE (EIN 04-2103580) BECAME A SUPPORTED ORGANIZATION OF FNPMF.