2026-02-25T18:18:10-07:00 2025-06-30 990 2024-07-01 041166517 STRATFORD FOUNDATION INC STRA 7814445582 220 Reservoir Street Ste 6 Needham MA 02494 Deborah Buiser CFO 7814445582 2026-02-25 1 2024 2025-03-06 01:10:19Z Stratford Foundation Inc 220 Reservoir Street Suite 6 Needham MA 02494 6815093 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 36 0 0 0 0 0 948788 961292 409795 996075 0 0 1358583 1957367 433223 435335 0 0 1700836 1722425 0 0 0 470569 447410 2604628 2605170 -1246045 -647803 14440709 15850979 550000 999698 13890709 14851281 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 1366607 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: 6,258 teaching hours, 4 diagnostic evaluations and consultations, approximately 385 teachers trained locally and regionally, 50 training days and 546 teacher observations. 435335 435335 0 Grants made to individuals at an educational institution, grants made to nine organizations for educational programs and projects and a scholarship for Orton-Gillingham training. Details on supporting schedules. See Schedule I, Part IV, Statement 1 and Statement 2. 0 0 0 1801942 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 16 0 1 36 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 21509 Deborah Buiser Treasurer and CFO 40 5 X 127171 0 32770 Elizabeth Dinelli Director-Commonwealth Learning Center 40 0 X 111805 0 19467 Mary Fisher Trustee 0 0 X 1500 0 0 Julian Hargraves Trustee 0 0 X 1350 0 0 Paul D O'Reilly Trustee 0 0 X 1350 0 0 John Malloy Director 0 0 X 1300 0 0 Shari Engelbourg Trustee 0 0 X 1000 0 0 606086 0 84142 4 0 1 0 0 0 Student tuition and fees 611691 961292 961292 0 0 0 0 0 0 961292 576785 0 0 576785 0 0 0 0 0 0 0 0 0 0 5277016 0 4857726 0 419290 0 419290 0 0 419290 0 1957367 961292 0 996075 300000 300000 135335 135335 0 0 0 0 374444 0 374444 0 0 0 0 0 1077956 916123 161833 0 30766 23722 7044 0 115621 97790 17831 0 123638 83570 40068 0 0 0 0 0 35885 5224 30661 0 25600 0 25600 0 0 0 0 0 0 0 73239 0 73239 0 0 0 0 0 49528 49528 0 0 32203 14612 17591 0 14399 10605 3794 0 0 0 0 0 131401 96105 35296 0 0 0 0 0 0 0 0 0 4633 3163 1470 0 0 0 0 0 0 0 0 0 3296 2133 1163 0 22463 13627 8836 0 Supplies-curriculum materials 12298 12298 0 0 Bank & credit card fees 13439 13287 152 0 Training related expenses 10586 10586 0 0 Repairs & maintenance 4425 3250 1175 0 14015 10984 3031 0 2605170 1801942 803228 0 39245 116517 485677 424226 0 0 55250 41064 0 0 0 0 0 0 0 0 23908 22355 128868 126009 4022 2859 13701121 14720428 0 0 0 0 2133 0 129353 523530 14440709 15850979 155028 183412 228925 225175 52425 83846 0 0 0 0 0 0 0 0 0 0 113622 507265 550000 999698 X 13890709 14851281 0 0 13890709 14851281 14440709 15850979 X -647803 483375 0 0 0 1125000 X 0 1 X 1 0 X 0 0 0 0 0 0 0 0 100727 100727 0 0 20932 18073 2859 0 7209 7209 0 2859 0 Operating Right of Use Liabilities 507265 507265 3359918 483375 0 0 1125000 1608375 1751543 73239 132585 205824 1957367 2399346 0 0 0 0 0 2399346 73239 132585 205824 2605170 Schedule D, Part XI, Line 2d Transfers from related entity total $1,125,000 Schedule D, Part XI, Line 4b Financial aid grants to individuals, internal $132,585. Schedule D, Part XII, Line 4b Financial aid grants to individuals, internal $132,585. 1 1 1 0 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 25, 2024 and October 1, 2025. Schedule E, Part I, Line 4 4a - The registration process does not collect students' race information by from the initial consultation through registration. Thus, there are no records to maintain. 4d - The organization does not solicit contributions. 1 Bethany Hill Place 89 Bethany Road Framingham MA 01702 042493492 20000 0 Programing 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 underserved 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 - to fund the summer program. Friendly House 36 Wall Street Worcester MA 01604 042104239 40000 0 Settlement house in Worcester - to fund after-school program. School on Wheels of MA 100 Laurel Street Suite 121 East Bridgewater MA 02333 201020880 20000 0 To provide support for the program "Pathways to Success" for students impacted by homelessness. Blessed Stephen Bellesini Academy 94 Bradford Street Lawrence MA 01840 043585445 30000 0 After-school and evening study programs for 5th - 8th graders. Julie's Family Learning 133 Dorchester Street Boston MA 02127 113692512 40000 0 Adult and early childhood education programs. 9 0 Financial aid from Commonwealth Learning Center for tutoring services. 53 132561 0 Scholarship for the George Malloy Diversity Scholarship for Orton-Gillingham Level 1 Training. 1 2750 0 Schedule I, Part I, Line 2 The organization requires bi-annual reports to be submitted by the grantee's. X 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 13994 0 172642 0 0 0 Deborah Buiser Treasurer and CFO 127171 0 0 0 0 0 6311 0 26458 0 159940 0 0 0 Form 990, Part VI, Section A, Line 2 Business or Family Relationship of Officers, Directors, Etc. 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 Explanation of Classes of Members or Shareholder. 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 How Members or Shareholders Elect Governing Body. There is one stockholder who governs these actions. Form 990, Part VI, Section B, Line 11b Form 990 Review Process. The Form 990 is thoroughly reviewed by the President and CEO before filing. Questions or issues that arise are discussed with the independent auditors 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 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 her 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 and Approval Process - Officer's and 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. There were no salary increases in 2024, and the CFO received an increase in August 2025, after submitting a goals review and analysis. Employee compensation is primarily based on performance reviews. The President, using recommendations from the employee's 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 October 1, 2025. 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 totaling $1,125,000. 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 1125000 Cash