2025-05-14T14:51:31-05:00 2024-06-30 440160260 FORVIS MAZARS LLP 1330 BOYLSTON STREET CHESTNUT HILL MA 024672145 990 2023-07-01 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 2025-05-14 1 0 TAMAR PLOTZKER P02047230 6177311222 2025-05-14 2023 2025-03-06 01:10:19Z GEOFFREY WALKER 67 ALLEGHANY STREET BOSTON MA 02120 2829468 0 X N/A X 1992 MA TO FURTHER THE EDUCATION OF BOSTON AREA STUDENTS 27 26 0 200 0 0 972645 958666 9414 7751 96943 603740 0 -40126 1079002 1530031 33825 37715 0 0 49300 292561 0 0 11529 313722 279853 396847 610129 682155 919902 3903955 4805773 21500 256061 3882455 4549712 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 505555 37715 7751 THE FUND PROVIDED 36 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. 505555 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 26 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 ANITA HANDY TREASURER 2.00 X X 0 0 0 SABRINA 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 KIM CAPOBIANCO 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 CAROLINE GUERRERO TRUSTEE 2.00 X 0 0 0 HAMEL HUSBANDS TRUSTEE/BUSINESS MANAGER 2.00 X X 49029 0 0 MICHAEL LALLY TRUSTEE 2.00 X 0 0 0 KENNETH MANNING TRUSTEE 2.00 X 0 0 0 BERENICE MERCEDES 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 LORNA RIVERA 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 GEOFF WALKER TRUSTEE 2.00 X 0 0 0 49029 0 0 0 0 0 0 0 177315 781351 958666 STUDENT FEES 611710 7751 7751 7751 176098 176098 1656953 1229311 427642 427642 427642 30000 177315 70126 -40126 -40126 1530031 7751 0 563614 X 37715 37715 58000 58000 234561 234561 24960 24960 77378 77378 124370 103166 9675 11529 3018 3018 1310 900 410 PROGRAM EXPENSES 48817 48817 610129 505555 93045 11529 1225697 126222 2386434 85000 1366442 957450 1226816 1335667 3903955 4805773 21500 256061 21500 256061 X 2932262 3344579 950193 1205133 3882455 4549712 3903955 4805773 919902 -252645 0 X 0 1 X 1 0 X 523702 625957 866604 972645 987666 3976574 9414 7751 17165 523702 625957 866604 982059 995417 3993739 85213 91283 197964 76638 140755 591853 0 85213 91283 197964 76638 140755 591853 3401886 53654 33793 40092 92788 176098 396425 53654 33793 40092 92788 176098 396425 1000 1000 577356 659750 906696 1074847 1172515 4391164 0.77470 0.77690 0.09030 0.07300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1220117 14150 138521 1372788 1122897 22120 75100 1220117 1217622 -94725 1122897 1023689 193933 1217622 973778 52185 2274 1023689 1.00000 0 0 0 ISHARES CORE U.S AGGREGATE BOND ETF (AGG) 241025 F ISHARES CORE U.S AGGREGATE BOND ETF (AGG) 307227 F ISHARES CORE S&P 500 ETF (IVV) 337297 F ISHARES CORE S&P ETF (IVV) 450118 F 1335667 1481536 -252645 134024 -118621 1600157 -70126 -70126 1530031 814279 134024 70126 204150 610129 0 610129 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST SPECIAL EVENT INCOME -70,126. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST SPECIAL EVENT INCOME 70,126. 40TH ANNIVERSARY CELEBRATION 207315 177315 30000 70126 207315 177315 30000 70126 70126 -40126 1 SCHOLARSHIPS 36 37715 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. 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 77,378. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77,378.