2025-01-23T09:43:58-06:00 2024-06-30 043108635 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2023-07-01 042381515 THE MARGARET GIFFORD SCHOOL INC MARG 7818999500 177 BOSTON POST ROAD WESTON MA 024932598 WILSON FREDIAN EXECUTIVE DIRECTOR 7818999500 2025-01-22 1 0 MARK J PREZIOSI P00968923 7813564800 2023 2024-10-15 13:58:12Z WILSON FREDIAN 177 BOSTON POST ROAD WESTON MA 024932598 8495201 0 X WWW.GIFFORD.ORG X 1965 MA THE GIFFORD SCHOOL IS A PRIVATE, NONPROFIT ORGANIZATION THAT PROVIDES EDUCATIONAL AND CLINICAL SERVICES FOR STUDENTS WITH SPECIAL ACADEMIC, BEHAVIORAL AND EMOTIONAL NEEDS. THE SCHOOL IS COMMITTED TO HELPING STUDENTS INCREASE THEIR SELF-ESTEEM, GAIN ACADEMIC KNOWLEDGE, DEVELOP SOCIAL SKILLS AND ACHIEVE SUCCESS. 15 14 95 16 0 0 1015640 66364 7095143 8380623 22160 40697 137 -487 8133080 8487197 14000 13000 0 0 6465788 6727414 0 0 26990 1701621 1819449 8181409 8559863 -48329 -72666 7230469 7119240 626084 587521 6604385 6531719 THE SCHOOL PROVIDES EDUCATIONAL AND CLINICAL SERVICES TO STUDENTS WITH SPECIAL ACADEMIC, BEHAVIORAL AND EMOTIONAL NEEDS. THE SCHOOL IS COMMITTED TO HELPING STUDENTS INCREASE THEIR SELF-ESTEEM, GAIN ACADEMIC KNOWLEDGE, DEVELOP SOCIAL SKILLS AND ACHIEVE SUCCESS. 0 0 7196732 13000 7846370 CHAPTER 766 SCHOOL PROVIDING EDUCATION FOR APPROXIMATELY 99 STUDENTS WITH SPECIAL EDUCATIONAL NEEDS. 529520 534253 SUMMER PROGRAM PROVIDING SERVICES FOR 72 STUDENTS WITH SPECIAL EDUCATIONAL NEEDS DURING JULY AND AUGUST. 7726252 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 29 0 95 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X GAIL KADLIK CHIEF FINANCIAL OFFICER 7818999500 177 BOSTON POST ROAD WESTON MA 024932598 MARTIN LEINWAND PRESIDENT AND DIRECTOR 1.00 X X 0 0 0 ELISE WULFF VICE PRES. AND DIRECTOR 1.00 X X 0 0 0 PAUL EVANGELISTA TREASURER AND DIRECTOR 1.00 X X 0 0 0 ELLEN MICHELMAN SECRETARY AND DIRECTOR 1.00 X X 0 0 0 SHEILA CALKINS DIRECTOR 1.00 X 0 0 0 DANIEL CHONDE DIRECTOR 1.00 X 0 0 0 KENNETH COLEMAN DIRECTOR 1.00 X 0 0 0 MARTHA MCCAHILL COWDEN DIRECTOR 1.00 X 0 0 0 REBECCA DESROCHES DIRECTOR 1.00 X 0 0 0 MARLENE DODYK DIRECTOR 1.00 X 0 0 0 PETER FENN DIRECTOR 1.00 X 0 0 0 ANDREW KLEIN DIRECTOR 1.00 X 0 0 0 JOSEPH B LILLYMAN DIRECTOR 1.00 X 0 0 0 MARGARET MANION DIRECTOR 1.00 X 0 0 0 DIANA PERRY DIRECTOR 1.00 X 0 0 0 WILSON FREDIAN EXECUTIVE DIRECTOR 40.00 X 193342 0 39158 GAIL KADLIK CHIEF FINANCIAL OFFICER 40.00 X 156755 0 16721 DANIEL FULLER PRINCIPAL 40.00 X 126969 0 13156 PETER ROSENMEIER CLINICAL DIRECTOR 40.00 X 114586 0 30841 KEVIN MCKENNA EDUCATION DIRECTOR 40.00 X 112145 0 24345 703797 0 124221 11 0 1 0 0 12827 53537 66364 PROGRAM SERVICE FEES 611600 8380623 8380623 8380623 40697 40697 8004 12827 8004 0 MISCELLANEOUS REVENUE 900099 -487 -487 -487 8487197 8380623 0 40210 13000 13000 256230 256230 5368288 5110734 239196 18358 307950 303094 4738 118 319663 311116 6459 2088 475283 437652 36163 1468 66489 66489 94312 94312 576365 548316 26301 1748 24357 23470 851 36 329794 303446 25285 1063 10929 10929 PROGRAM SUPPLIES AND MA 209851 209851 OTHER PROFESSIONAL FEES 190370 56095 132657 1618 MEALS 139494 139001 493 PROGRAM SUPPORT 110077 110077 67411 66088 1323 8559863 7726252 806621 26990 800 800 1938825 2113947 196617 150103 19127 21965 10261457 6085773 4446272 4175684 628828 656741 7230469 7119240 351695 411717 259389 175804 15000 0 626084 587521 X 6565398 6492732 38987 38987 6604385 6531719 7230469 7119240 -72666 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38987 38987 38987 38987 38987 38987 38987 38987 38987 38987 1.00000 0 0 962368 962368 8096960 5200723 2896237 705799 526123 179676 496330 358927 137403 4175684 CERTIFICATE OF DEPOSIT-EASTERN BANK 95821 F CERTIFICATES OF DEPOSIT-NEEDHAM BANK 534109 F SECURITIES-CHARLES SCWABB 26811 F 656741 8495201 8004 8004 8487197 0 8487197 8567867 8004 8004 8559863 0 8559863 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF FUNDS THAT HAVE BEEN RESTRICTED BY DONORS TO BE MAINTAINED IN PERPETUITY. INCOME FROM THE ENDOWED FUNDS IS NOT RESTRICTED AND IS USED FOR PROGRAM-RELATED ACTIVITIES. THE SCHOOL'S ENDOWMENT FUNDS ARE TYPICALLY INVESTED IN CERTIFICATES OF DEPOSIT OR MONEY MARKET ACCOUNTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 8,004. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 8,004. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE GIFFORD SCHOOL INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICIES IN ALL OF ITS PROMOTIONAL MATERIALS AND ADVERTISING. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES FUNDING FROM VARIOUS CITIES/TOWNS AND MASSACHUSETTS GOVERNMENT AGENCIES THROUGH UNIT RATE CONTRACTS WITH THE DEPARTMENT OF ELEMENTARY & SECONDARY EDUCATION. SPRING CELEBRATION 20831 12827 8004 8004 20831 12827 8004 8004 8004 0 1 SCHOLARSHIPS - GIFFORD SCHOOL AWARDS THEIR CURRENT YEAR GRADUATES A SCHOLARSHIP OF $1,000 TO PURSUE POST-SECONDARY EDUCATION OR TO ASSIST THE GRADUATE IN SOME OTHER CAREER PATH. 13 13000 AWARD AMOUNT PART I, LINE 2: GIFFORD SCHOOL AWARDS THEIR CURRENT YEAR GRADUATES A SCHOLARSHIP OF $1,000 EACH TO PURSUE POST-SECONDARY EDUCATION OR TO ASSIST THE GRADUATE IN SOME OTHER CAREER PATH. 0 0 0 0 0 0 0 0 0 WILSON FREDIAN EXECUTIVE DIRECTOR 193342 0 0 0 0 0 21507 0 17651 0 232500 0 0 0 GAIL KADLIK CHIEF FINANCIAL OFFICER 156755 0 0 0 0 0 16376 0 345 0 173476 0 0 0 PAUL EVANGELISTA INTERESTED PERSON IS A BOARD MEMBER AND TREASURER OF THE GIFFORD SCHOOL A MEMBER OF THE SCHOOL'S BOARD OF DIRECTORS IS AN EMPLOYEE AT NEEDHAM BANK WHERE THE SCHOOL MAINTAINED THREE CERTIFICATES OF DEPOSIT ($534,109 AT JUNE 30, 2024), TWO CHECKING ACCOUNTS ($1,144,562 AT JUNE 30, 2024) AND A MONEY MARKET ACCOUNT ($769,251 AT JUNE 30, 2024). ALL ACTIVITIES BETWEEN THE SCHOOL AND NEEDHAM BANK ARE CONSIDERED TO BE AT ARMS-LENGTH. 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S EXECUTIVE DIRECTOR AND MEMBERS OF THE FINANCE COMMITTEE OR BOARD OF DIRECTORS WILL REVIEW A DRAFT OF THE FORM 990, WHICH IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANTS. ANY RESULTANT COMMENTS AND CHANGES ARE INCORPORATED INTO THE FORM BY THE INDEPENDENT ACCOUNTANTS. A FINAL VERSION OF THE FORM 990 IS THEN PROVIDED TO THE CHAIRMAN OF THE FINANCE COMMITTEE PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES OF THE ORGANIZATION ARE REQUIRED TO FILE A STATEMENT ON AN ANNUAL BASIS DISCLOSING ANY POTENTIAL INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THESE STATEMENTS ARE COMPLETED AT THE BEGINNING OF EACH FISCAL YEAR AND ARE EVALUATED BY THE OFFICERS OF THE ORGANIZATION. INDIVIDUALS WITH POTENTIAL CONFLICTS OF INTEREST ARE PROHIBITED FROM PARTICIPATING IN ANY DELIBERATIONS OR DECISIONS THAT MAY BE EFFECTED BY A POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS TYPICALLY DETERMINED BY THE BOARD OF DIRECTORS AFTER REVIEWING COMPENSATION AMOUNTS AND OTHER DATA COMPILED ON COMPARABLE SCHOOLS. DISCUSSIONS AND DECISIONS RELEVANT TO THE EXECUTIVE DIRECTOR'S COMPENSATION AND TERMS ARE REPORTED IN THE MINUTES OF BOARD MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE WEBSITES OF CERTAIN STATE REGULATORY AGENCIES AS WELL AS UPON REQUEST.