Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 340,153 | 407,425 | 326,859 | 341,971 | 275,276 | 1,691,684 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 340,153 | 407,425 | 326,859 | 341,971 | 275,276 | 1,691,684 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 164,780 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 1,526,904 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 340,153 | 407,425 | 326,859 | 341,971 | 275,276 | 1,691,684 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 75,518 | 39,098 | 59,445 | 66,646 | 31,813 | 272,520 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 1,964,204 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE REVISED IN JUNE 2020, AND INCLUDED THE FOLLOWING SIGNIFICANT CHANGES: 1) NONDISCRIMINATION STATEMENT . THE CORPORATION AND/OR ITS DULY AUTHORIZED AGENTS AND BODIES SHALL NOT DISCRIMINATE AGAINST ANY INDIVIDUAL OR GROUP FOR REASONS OF RACE, COLOR, CREED, SEX, AGE, CULTURE, NATIONAL ORIGIN, RELIGION, MARITAL STATUS, SEXUAL ORIENTATION, GENDER IDENTIFICATION, OR PHYSICAL CAPABILITY. 2) POLITICAL ACTIVITY STATEMENT . THE CORPORATION SHALL NOT ENGAGE IN PROHIBITED POLITICAL ACTIVITY WITHIN THE MEANING OF SECTION 501(H) OF THE CODE. THE CORPORATION SHALL NOT PARTICIPATE IN, OR INTERVENE IN (INCLUDING THE PUBLISHING OR DISTRIBUTION OF STATEMENTS FOR) ANY POLITICAL CAMPAIGN ON BEHALF OF (OR IN OPPOSITION TO) ANY CANDIDATE FOR PUBLIC OFFICE. 3) THE MINIMUM NUMBER OF BOARD MEMBERS WAS CHANGED FROM 15 TO 10 AND THE MAXIMUM NUMBER OF BOARD MEMBERS WAS CHANGED FROM 40 TO 25. 4) THE INTRODUCTION OF TERM LIMITS FOR OFFICERS AND BOARD MEMBERS. THEY MAY SERVE FOR NO MORE THAN 3 CONSECUTIVE TERMS BUT THE BOARD MAY EXTEND THE TERM OF A DIRECTOR BEYOND THE 3 CONSECUTIVE TERMS LIMIT BY A TERM OF 1 YEAR, IF THE BOARD OF DIRECTORS DETERMINE THAT SUCH EXTENSION IS FOR THE BENEFIT OF THE CORPORATION. IF A DIRECTOR HAS SERVED 3 CONSECUTIVE TERMS, SUCH DIRECTOR MUST REMOVE THEMSELVES FROM THE BOARD FOR A PERIOD OF NO LESS THAN 1 YEAR BEFORE BEING RE-CONSIDERED FOR ANOTHER TERM LIMIT LENGTH OF SERVICE. 5) CONFLICT OF INTEREST : THE DIRECTORS SHALL ADOPT AND ENFORCE A CONFLICT OF INTEREST POLICY SUBSTANTIALLY SIMILAR TO THE SAMPLE CONFLICT OF INTEREST POLICY RECOMMENDED BY THE IRS FOR USE BY 501(C)(3) TAX EXEMPT ORGANIZATIONS. 6) NOTICE OF MEETINGS . WHENEVER NOTICE OF A MEETING IS REQUIRED PURSUANT TO THESE BYLAWS, NOTICE MAY BE GIVEN IN PERSON, BY TELEPHONE, OR IN WRITING BY LETTER, ELECTRONIC MAIL, TEXT OR OTHER FORM OF ELECTRONIC COMMUNICATION. ANY SUCH NOTICE REQUIREMENT MAY BE WAIVED BY ANY DIRECTOR BEFORE OR AFTER SUCH MEETING IN ACCORDANCE WITH SECTION 11.1 OF THESE BYLAWS. 7) ELECTION AND TERM OF OFFICE . THE OFFICERS OF THE CORPORATION SHALL BE ELECTED BY THE BOARD OF DIRECTORS AT THE ANNUAL MEETING OR AT SUCH OTHER TIME AS THE BOARD OF DIRECTORS MAY DETERMINE. EXCEPT AS OTHERWISE PROVIDED IN SECTION 4.7 BELOW WITH RESPECT TO THE TREASURER, ALL OFFICERS WILL BE ELECTED TO A TWO (2) YEAR TERM AND, EFFECTIVE AS OF FISCAL YEAR 2021IN SUCH MANNER AS DETERMINED BY THE BOARD OF DIRECTORS AT THE TIME OF THE ADOPTION OF THESE BYLAWS, MAY SERVE FOR NO MORE THAN TWO (2)CONSECUTIVE TERMS. HOWEVER, THE BOARD OF DIRECTORS MAY DESIGNATE AN ALTERNATIVE TERM OF ONE (1) YEAR FOR INDIVIDUAL OFFICERS IN ORDER TO MORE EQUALLY STAGGER THE TERMS OF OFFICERS SO AS TO AVOID AS MANY SIMULTANEOUS VACANCIES AS POSSIBLE AND MAY EXTEND THE TERM OF AN OFFICER BEYOND THE TWO (2) CONSECUTIVE TERMS LIMIT IF THE BOARD OF DIRECTORS DETERMINE THAT SUCH EXTENSION IS FOR THE BENEFIT OF THE CORPORATION. ANY PERSON WHO HAS PREVIOUSLY SERVED AS AN OFFICER OF THE CORPORATION MAY TAKE ONE (1) YEAR OFF AS AN OFFICER AND THEN MAY BE RE-CONSIDERED FOR ANOTHER TERM LIMIT LENGTH OF SERVICE. EACH OFFICER SHALL HOLD OFFICE UNTIL HIS OR HER SUCCESSOR IS ELECTED OR QUALIFIED, OR UNTIL HIS OR HER EARLIER RESIGNATION OR REMOVAL. 8) RESIGNATION AND REMOVAL. ANY OFFICER MAY RESIGN AT ANY TIME BY GIVING WRITTEN NOTICE TO THE BOARD OF DIRECTORS. ANY OFFICER MAY BE REMOVED FOR DUE AND JUST CAUSE BY THE BOARD OF DIRECTORS BY AN AFFIRMATIVE VOTE OF A MAJORITY OF THE TOTAL NUMBER OF DIRECTORS THEN IN OFFICE, BUT ONLY AFTER SUCH OFFICER HAS RECEIVED FIFTEEN (15) DAYS PRIOR NOTICE OF SUCH REMOVAL AND AN OPPORTUNITY TO BE HEARD BEFORE THE BOARD OF DIRECTORS, WHICH HEARING MAY BE WAIVED BY SUCH OFFICER. 9) TREASURER . THE TREASURER WILL BE ELECTED TO A THREE (3) YEAR TERM, AND MAY SERVE FOR NO MORE THAN TWO (2) TERMS, PROVIDED HOWEVER, THAT THE BOARD OF DIRECTORS MAY DESIGNATE AN ALTERNATIVE TERM OF ONE (1) YEAR OR TWO (2) YEARS AND MAY EXTEND THE TERM OF A TREASURER BEYOND THE TWO (2) CONSECUTIVE TERMS LIMIT IF THE BOARD OF DIRECTORS DETERMINE THAT SUCH EXTENSION IS FOR THE BENEFIT OF THE CORPORATION. 10) DISSOLUTION OF THE CORPORATION. ALL MEMBERS OF THE CORPORATION SHALL BE DEEMED TO HAVE EXPRESSLY CONSENTED AND AGREED THAT UPON THE DISSOLUTION OR WINDING UP OF THE AFFAIRS OF THE CORPORATION, WHETHER VOLUNTARY OR INVOLUNTARY, THE ASSETS OF THE CORPORATION THEN REMAINING IN THE HANDS OF THE BOARD OF DIRECTORS , AFTER (I) ALL DEBTS AND REMAINING EXPENSES HAVE BEEN SATISFIED, AND (II) ALL FUNDS WHICH ARE RESTRICTED PURSUANT TO THE TERMS OF ENDOWMENT POLICIES APPROVED BY THE BOARD OF DIRECTORS FROM TIME TO TIME HAVE BEEN SUCCESSFULLY TRANSFERRED IN ACCORDANCE WITH THE TERMS OF ANY SUCH ENDOWMENT POLICIES AND/OR ANY SPECIFIC ENDOWMENT AGREEMENTS, SHALL BE DISTRIBUTED, TRANSFERRED, CONVEYED, DELIVERED, AND PAID OVER, EXCLUSIVELY TO THE NEWTON PUBLIC SCHOOLS TO SUPPORT SUCH PROGRAMS WITHIN THE NEWTON PUBLIC SCHOOL DISTRICT AS MAY HAVE OTHERWISE BEEN SUPPORTED BY THE CORPORATION OR TO SUCH CHARITABLE ORGANIZATIONS WHICH WOULD THEN QUALIFY UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE CODE AND ITS REGULATIONS AS THEY NOW EXIST OR AS THEY MAY HEREAFTER BE AMENDED, AND IN ACCORDANCE WITH MASSACHUSETTS GENERAL LAWS, CHAPTER 180, ALL AS THE BOARD OF DIRECTORS SHALL DETERMINE. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANTS BASED ON INFORMATION PROVIDED BY MANAGEMENT AND MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD. THE PRESIDENT AND TREASURER ARE FULLY INVOLVED IN PREPARATION OF THE FILING, AND AFTER REVISIONS, CORRECTIONS, ETC. ARE MADE AS NECESSARY, THE DOCUMENT IS CIRCULATED TO THE FULL EXECUTIVE COMMITTEE OF THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS MONITORED BY REQUIRING ALL BOARD MEMBERS TO DISCLOSE ANY CONFLICTS IN WRITING ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT 28,000. |
| FORM 990 PART XII LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| Software ID: | |
| Software Version: |