2025-04-22T14:43:27-07:00 2024-06-30 990 2023-07-01 041166517 STRATFORD FOUNDATION INC STRA 7814445582 220 Reservoir Street Ste 6 Needham MA 02494 Deborah Buiser CFO 7814445582 2025-04-18 1 2023 2025-03-06 01:10:19Z Same as C above 220 Reservoir Street Suite 6 Needham MA 02494 8019770 0 X www.commlearn.com X 1941 MA To be a valuable educational resource for the community by providing remedial education to those who learn differently, providing tutoring services to enhance current performance, providing teacher training in the community and beyond and engaging in grant making activities. 5 5 45 0 0 0 0 0 1009740 948788 -162040 409795 0 0 847700 1358583 442111 433223 0 0 1679203 1700836 0 0 0 488669 470569 2609983 2604628 -1762283 -1246045 13389993 14440709 667218 550000 12722775 13890709 To be a valuable resource for the community. We enhance the academic skills of those who learn differently and those who seek to accelerate current performance through providing one-to-one, individualized instruction. We increase student, teacher, and parent access to multi-sensory teaching methods by offering research-based teacher training to professionals off-site and online. We also engage in grant making activities. 0 0 1416807 0 0 Educational and general program development and operating costs for the Foundation's Commonwealth Learning Center for remedial reading and mathematics programs for students who learn differently and students who seek to accelerate current performance through one-to-one individualized instruction and teacher training in the community and virtually throughout the United States. During this fiscal year we performed the following services: 6,598 teaching hours, 6 diagnostic evaluations and consultations, approximately 330 teachers trained locally and regionally, 54 training days and 450 teacher observations. 433233 433233 0 Grants made to individuals at an educational institution, grants made to ten organizations for educational programs and projects less refund for unused portion (practicum) of scholarship for Orton-Gillingham training. Details on supporting schedules. See Schedule I, Part IV, Statement 1 and Statement 2. 0 0 0 1850040 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14 0 1 45 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 0 1 1 0 MA X Deborah Buiser 7814445582 220 Reservoir Street Ste 6 Needham MA 02494 Anne Jack President and CEO 40 5 X 209477 0 10396 Lisa Brooks Principal Director-Local Training 40 0 X 151133 0 21005 Deborah Buiser Treasurer and CFO 40 5 X 127171 0 31335 Elizabeth Dinelli Director-Commonwealth Learning Center 40 0 X 111805 0 18963 Mary Fisher Trustee 0.5 0.1 X 1450 0 0 Julian Hargraves Trustee 0.4 0.1 X 1300 0 0 Paul D O'Reilly Trustee 0.4 0.1 X 1300 0 0 John Malloy Director 0.5 0.1 X 950 0 0 Richard Slavin Trustee 0.4 0.1 X 650 0 0 605236 0 81699 4 0 1 0 0 Student tuition and fees 611691 948788 948788 0 0 0 0 0 0 948788 372771 0 0 372771 0 0 0 0 0 0 0 0 0 0 6698211 0 6661187 0 37024 0 37024 0 0 37024 0 1358583 948788 0 409795 300000 300000 133223 133223 0 0 0 0 369032 0 369032 0 0 0 0 0 1081499 937014 144485 0 29128 22388 6740 0 97445 75896 21549 0 123732 86999 36733 0 0 0 0 0 13603 1518 12085 0 32375 0 32375 0 0 0 0 0 0 0 67792 0 67792 0 0 0 0 0 57696 57696 0 0 30989 19676 11313 0 16601 12318 4283 0 0 0 0 0 163561 130300 33261 0 0 0 0 0 0 0 0 0 4266 2355 1911 0 0 0 0 0 0 0 0 0 5503 4340 1163 0 18170 12475 5695 0 Supplies - curriculumn materials 15369 15369 0 0 Bank and credit card fees 13094 12930 164 0 Training related 8690 8690 0 0 Repairs and maintenance 7552 6402 1150 0 15308 10451 4857 0 2604628 1850040 754588 0 78612 39245 270970 485677 0 0 52540 55250 0 0 0 0 0 0 0 0 32026 23908 128868 124846 5185 4022 12674540 13701121 0 0 0 0 7796 2133 268324 129353 13389993 14440709 128060 155028 225175 228925 61443 52425 0 0 0 0 0 0 0 0 0 0 252540 113622 667218 550000 X 12722775 13890709 0 0 12722775 13890709 13389993 14440709 X -1246045 1440304 0 0 0 973675 X 0 1 X 1 0 X 0 0 0 0 0 0 0 0 100727 100727 0 0 20932 16910 4022 0 7209 7209 0 4022 0 Operating Right of Use Liabilities 113622 113622 3569872 1440304 0 0 975000 2415304 1154568 67792 136223 204015 1358583 2400613 0 0 0 0 0 2400613 67792 136223 204015 2604628 Schedule D, Part XI, Line 2d Transfers from related entity total $975,000 Schedule D, Part XI, Line 4b Financial aid grants to individuals, internal $136,223. Schedule D, Part XII, Line 4b Financial aid grants to individuals, internal $136,223. 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 The organization publishes the policy in the Boston Globe newspaper annually. The two most recent posting's were on September 13, 2023 and September 25, 2024. Schedule E, Part I, Line 4 The organization does not solicit contributions. 1 Cristo Rey High School 100 Savin Hill Ave Boston MA 02125 562438544 10000 0 To support their Latin & Classics Program. Bethany Hill Place 89 Bethany Road Framingham MA 01702 042493492 40000 0 Programming for Adult Residents. Nashoba Learning Group 10 Oak Park Drive Bedford MA 01730 010672424 40000 0 Training for New Instructors for Children and Adults with Autism. Mujeres Unidas Avanzando 54 Clayton Street Dorchester MA 02122 042753429 40000 0 Career Training for low-income Boston area women and men. All Dorchester Sports & Leadership 1565 Dorchester Ave Dorchester MA 02122 222827346 35000 0 Programming for under-served children of Dorchester. Leap for Education 35 Congress Street Suite 102 Salem MA 01970 471445062 35000 0 College and career path planning for middle and high school children. Friendly House 36 Wall Street Worcester MA 01604 042104239 30000 0 Settlement House in Worcester - to fund after-school programs. School on Wheels of MA 100 Laurel St Suite 121 East Bridgewater MA 02333 201020880 20000 0 "Pathways to Success" for students impacted by homelessness. Blessed Stephen Bellesini Academy 94 Bradford St Lawrence MA 01840 043585445 15000 0 After-school and evening study program for 5th - 8th graders. Julie's Family Learning 133 Dorchester St Boston MA 02127 113692512 40000 0 Adult Education Programs. 10 0 Financial aid from Commonwealth Learning Center for tutoring services. 37 136223 0 Refund of unused George Malloy Diversity Scholarship for Orton-Gillingham Training. The recipient did not attend the OG Practicum. 1 -3000 0 Schedule I, Part I, Line 2 The organization requires bi-annual reports to be submitted by the grantee's. X X X 0 0 0 0 0 0 0 0 0 Anne Jack President and CEO 209477 0 0 0 0 0 10396 0 0 0 219873 0 0 0 Lisa Brooks Principal Director-Local Training 151133 0 0 0 0 0 7515 0 13490 0 172138 0 0 0 Deborah Buiser Treasurer and CFO 127171 0 0 0 0 0 6311 0 25023 0 158505 0 0 0 Form 990, Part VI, Section A, Line 2 The President and CEO is the daughter of the Director and the Treasurer and CFO is the niece of the Director. Form 990, Part VI, Section A, Line 6 The organization has one stockholder. The stockholder is a trust. There is one class of stock. The stockholder has the right to elect the board members. The stockholder does not have the rights to make significant decisions of the governing body and does not have the right to receive distributions. Form 990, Part VI, Section A, Line 7a There is one stockholder who governs these actions. Form 990, Part VI, Section B, Line 11b The Form 990 is thoroughly reviewed by the President and CEO before filing. Questions or issues that arise are discussed with the independent auditor's prior to filing. Form 990, Part VI, Section B, Line 12c Explanation of Monitoring and Enforcement of Conflicts - To ensure that the Foundation operates in a manner consistent with its charitable purposes and that it does not engage in activities that could jeopardize its status as an organization exempt from federal income tax, periodic reviews shall be conducted. The periodic reviews shall, at a minimum, include the following subjects: a. Whether compensation arrangements and benefits are reasonable and are the result of arm's-length bargaining; b.Whether partnerships, joint ventures, and arrangements with management organizations conform to the Foundation's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further the Foundation's charitable purposes, and do not result in inurement, impermissible private benefit or in an excess benefit transaction. If a violation of the conflicts of interest policy is suspected: a. If the Board or committee has reasonable cause to believe that an officer, director, or member of a committee has failed to disclose actual or possible conflicts of interest, it shall inform the person of the basis for such belief and afford him or her an opportunity to explain the alleged failure to disclose. b. If, after hearing the response of the officer, director, or member of a committee and making such further investigation as may be warranted in the circumstances, the Board or committee determines that he or she has in fact failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action. Form 990, Part VI, Section B, Line 15 Compensation Review & Approval Process - Officers & Key Employees:The board determines the president's and CFO's salaries in conjunction with the compensation subcommittee and considering input from an external review. This external review is conducted approximately every three years, with the most recent one taking place in May 2023. Following this review, compensation increases were implemented in August 2023, but there were no salary increases in 2024. Employee compensation is primarily based on performance reviews. The president, using recommendations from employees' supervisors and market analysis, determines salaries and hourly wages. Typically, pay increases are granted annually on the employee's anniversary date. Form 990, Part VI, Section C, Line 19 Disclosure availability of non-discrimination policy was made through the regional newspaper, The Boston Globe, on September 25, 2024. Disclosure availability of tax returns, governing documents and policies made available upon request by contacting the organization. Form 990, Part XI, Line 9 Transfers from related entity $975,000 net of loss on fixed asset $1,325, totals $973,675. Stratford Title Holding Company Inc 220 Reservoir Street Suite 6 Needham MA 02494 043103642 Title Holding transfer funds to nonprofit MA 501(c)(2) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 Stratford Title Holding Company Inc s 975000 Cash