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← JOHN E FOGARTY FOUNDATION FOR PERSONS WITH INTELLECTUAL AND DEVE

Form 990 for tax year 2023

Filed by JOHN E FOGARTY FOUNDATION FOR PERSONS WITH INTELLECTUAL AND DEVE.

Totals

Total revenue
$381,924
Total expenses
$318,517
Contributions and grants received
$246,225
Grants paid
$251,046
Program service revenue
$0
Investment income
$135,699
Other revenue
$0
Total assets, end of year
$5,079,691
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$5,079,691
Program services expenses (Part IX)
$251,046
Management and general expenses
$17,921
Fundraising expenses
$49,550
Program service expenses (Part III)
$251,046

Program services were 78.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $246,225

  • 3 · Investment income

    total $135,699 · unrelated business $0 · excluded $135,699

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $251,046 · program services $251,046

  • 11c · Fees: accounting

    total $4,400 · program services $0 · management and general $4,400 · fundraising $0

  • 12 · Advertising and promotion

    total $3,475 · program services $0 · management and general $3,475 · fundraising $0

  • 24a · Other expenses: MISCELLANEOUS

    total $12,122 · program services $0 · management and general $10,046 · fundraising $2,076

  • 24b · Other expenses: RENTALS & FEES

    total $28,690 · program services $0 · management and general $0 · fundraising $28,690

  • 24c · Other expenses: FOOD AND BEVERAGE

    total $15,338 · program services $0 · management and general $0 · fundraising $15,338

  • 24d · Other expenses: PRINT & MEDIA

    total $3,446 · program services $0 · management and general $0 · fundraising $3,446

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $305,713 · end of year $434,986

  • 12 · Investments: other securities

    beginning of year $4,344,495 · end of year $4,644,705

  • 27 · Net assets without donor restrictions

    beginning of year $4,650,208 · end of year $5,079,691

Mission and programs · 2023

Mission

TO ASSIST INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES

  • THE FOUNDATION FUNDS AN AVERAGE OF 35 ORGANIZATIONS AND INSTITUTIONS PER YEAR THAT SUPPORT OVER 20,000 PEOPLE AFFECTED BY INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THE FOUNDATION PROVIDED FUNDS TO THE FOLLOWING ORGANIZATIONS IN 2022: ACCESS POINT RI, ARC OF BLACKSTONE VALLEY, COMMUNITY ACCESS SPEECH, THE AUTISM PROJECT, BISHOP HENDRICKEN HIGH SCHOOL, CAMP JORI, CHILDRENS FRIEND, COMMON FENCE POINT, EPISCOPAL CONFERENCE CAMP BRIDGES FESTIVAL BALLET PROVIDENCE, FOGARTY CENTER, GATEWAYS TO CHANGE, LOOKING UPWARDS, OLEAN CENTER,PLAN RI,PROABILITY, RE-FOCUS INC., RI DEVELOPMENTAL DISABILITIES COUNCIL RI PARENT INFORMATION NETWORK, SAIL TO PREVAIL, SALVE REGINA UNIVERSITY, SEVEN HILLS FOUNDATION, SPECIAL OLYMPICS RI, SHRI SERVICE CORPS, J. ARTHUR TRUDEAU MEMORIAL CENTER, UNIVERSITY OF RHODE ISLAND, EPILEPSY FOUNDATION OF NEW ENGLAND, YMCA PAWTUCKET, BEST BUDDIES OF MA & RI, GRODEN CENTER, LIFE, INC., NEWPORT COUNTY YMCA, GOODWILL OF SOUTHERN NEW ENGLAND, WE SHARE HOPE, BARRINGTON ARTS ALIVE, AND GNOME, INC.

    Expenses $251,046 · Grants $251,046

As filed on the 2023 return.

Listed in Part VII

  • Mary Fogarty McAndrew

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Frank J Williams Esq

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Robert T Murphy Esq

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Gayle F Tarzwell Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sheila K Collins

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Thomas J McAndrew Esq

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Paul P Moran

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kim Dame

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joseph Brum

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mercedes McAndrew

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John M Murphy Sr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jeremy A Kapstein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Krystal Medeiros

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Larry T Gemma

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kathleen McDevitt Goldberger

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John Maxwell McAndrew

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Brendan C Kane

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Brian Worcester

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ann Telfer

    FORMER EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0

  • Boris Skurkovich MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Danielle Zavada

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    20

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • NEWPORT COUNTY YMCA

    $15,000

    GRANT FUNDS FUNDED RESOURCES (STAFF, EQUIPMENT) TO STUDENT WITH DISABILITIES

  • SALVE REGINA UNIVERSITY

    $14,800

    GRANT FUNDS FUNDED RESOURCES (STAFF, EQUIPMENT) TO STUDENT WITH DISABILITIES

  • BISHOP HENDRICKEN

    $11,055

    GRANT FUNDS FUNDED RESOURCES (STAFF, EQUIPMENT) TO STUDENT WITH DISABILITIES

  • SHRI SERVICE CORPS

    $10,550

    GRANT FUNDS FUNDED RESOURCES (STAFF, EQUIPMENT) TO STUDENT WITH DISABILITIES

  • YMCA OF PAWTUCKET MACCOLL BRANCH

    $10,000

    GRANT FUNDS FUNDED RESOURCES (STAFF, EQUIPMENT) TO STUDENT WITH DISABILITIES

  • FESTIVAL BALLET PROVIDENCE

    $8,500

    GRANT FUNDS FUNDED RESOURCES (STAFF, EQUIPMENT) TO STUDENT WITH DISABILITIES

  • UNIVERSITY OF RHODE ISLAND

    $8,000

    GRANT FUNDS FUNDED RESOURCES (STAFF, EQUIPMENT) TO STUDENT WITH DISABILITIES

  • THE AUTISM PROJECT

    $7,500

    GRANT FUNDS FUNDED RESOURCES (STAFF, EQUIPMENT) TO STUDENT WITH DISABILITIES

  • CAMP JORI

    $7,500

    GRANT FUNDS FUNDED RESOURCES (STAFF, EQUIPMENT) TO STUDENT WITH DISABILITIES

  • THE FOGARTY CENTER

    $7,000

    GRANT FUNDS FUNDED RESOURCES (STAFF, EQUIPMENT) TO STUDENT WITH DISABILITIES

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
21 January 2025
IRS schema version
2023v6.0
Source object
202540439349301524

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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