2025-06-06T15:11:23-05:00 2024-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD SUITE 302 WESTBOROUGH MA 01581 990 2024-01-01 300001456 THE MASSACHUSETTS 911 FUND INC MASS 6174822911 101 FEDERAL STREET 1900 BOSTON MA 02110 FAITH R ARTER PRESIDENT 6174822911 2025-06-06 1 1 SANDRA M BROWN CPA P01614103 5088717178 2025-05-21 2024 2025-03-06 01:10:19Z FAITH R ARTER 101 FEDERAL STREET 1900 BOSTON MA 02110 402562 0 X WWW.MASSFUND.ORG X 2001 MA THE MASSACHUSETTS 9/11 FUND, INC. IS ORGANIZED TO PROMOTE MONETARY, LEGAL AND FINANCIAL PLANNING SERVICES TO MASSACHUSETTS FAMILIES DIRECTLY AFFECTED BY THE LOSS OF, OR INJURY TO, A FAMILY MEMBER AS A RESULT OF THE TERRORIST ATTACKS OF SEPTEMBER 11, 2001, OR OTHER TERRORIST ATTACKS WHICH MAY OCCUR IN THE UNITED STATES IN THE FUTURE, AND TO PROVIDE SIMILAR DISASTER RELIEF SERVICES AS PERMITTED, AND TO ENSURE THAT THOSE LOST ON SEPTEMBER 11, 2001 ARE NEVER FORGOTTEN.THE MASSACHUSETTS 9/11 FUND, INC. ORGANIZES AND PROVIDES OVERSIGHT FOR MAINTAINANCE OF PUBLIC MEMORIALS SUCH AS THE GARDEN OF REMEMBRANCE. 6 6 0 10 0 0 162046 149158 0 0 22345 50560 0 0 184391 199718 0 0 0 0 0 0 0 0 0 122347 123213 122347 123213 62044 76505 1087766 1128693 33632 623 1054134 1128070 X THE MASSACHUSETTS 9/11 FUND, INC. WAS FOUNDED IN DECEMBER 2001. THE FUND IS DEVOTED TO SUPPORTING FAMILIES WITH TIES TO MASSACHUSETTS WHO LOST LOVED ONES IN THE TERRORIST ATTACKS OF SEPTEMBER 11, 2001, AND ENSURING THAT THOSE LOST ON 9/11 ARE NOT FORGOTTEN. 0 0 103493 FAMILY PROGRAMS:FAMILY PROGRAMS WERE ORIGINALLY DESIGNED TO SUSTAIN TIES WITHIN THE LOCAL 9/11 COMMUNITY. THE FUND ORGANIZED AND PROVIDED FINANCIAL SUPPORT FOR NUMEROUS GROUP ACTIVITIES. PRIOR TO THE COVID PANDEMIC THESE ACTIVITIES WERE DECREASING IN FREQUENCY AND/OR ATTENDANCE. BECAUSE OF THE PANDEMIC, ALL OF THESE ACTIVITIES WERE SUSPENDED DURING 2020, 21 AND 22. DURING 2023 AND 2024 ONE FAMILY EVENT WAS HELD. FAMILY MEMBERS HAVE BEEN ACTIVE IN THE ANNUAL COMMEMORATION EVENTS AND TO A LESSER EXTENT IN THE EDUCATION PROGRAM. GOING FORWARD, THE FUND PLANS TO SUPPORT A LIMITED NUMBER OF FAMILY EVENTS, WHILE ENCOURAGING FAMILY MEMBERS TO ACTIVELY PARTICIPATE IN THE EDUCATION PROGRAM AND THE ANNUAL COMMEMORATION EVENTS. THE FAMILY ADVISORY COMMITTEE ALONG WITH THE BOARD PRESIDENT AND INDEPENDENT CONSULTANTS PLAN AND MANAGE THE ANNUAL COMMEMORATION OF THE ANNIVERSARY OF THE EVENTS OF SEPTEMBER 11, 2001.PUBLIC MEMORIALS:GARDEN OF REMEMBRANCETHE CONTEMPLATIVE GARDEN, THE GARDEN OF REMEMBRANCE, WITHIN THE BOSTON PUBLIC GARDEN WAS OFFICIALLY DEDICATED IN JULY 2004. IN 2007 THE FUND AND THE BOSTON PARKS AND RECREATION DEPARTMENT ESTABLISHED THE MASSACHUSETTS 9/11 MEMORIAL TRUST WITHIN THE BOSTON FUND FOR PARKS AND RECREATION FOR PERPETUAL CARE OF THE MEMORIAL AREA. IN ADDITION TO FUNDING CONSTRUCTION OF THE MEMORIAL, THE FUND PROVIDED CONTRIBUTIONS TOTALING $371,200 TO THE MASSACHUSETTS 9/11 MEMORIAL TRUST FUND FOR MAINTAINING THE MEMORIAL. THE TRUSTEES OF THE BOSTON FUND FOR PARKS AND RECREATION HAVE CUSTODY OF AND RESPONSIBILITY FOR MANAGEMENT OF THESE FUNDS. THE CARE AND MAINTENANCE OF THE MEMORIAL IS THE RESPONSIBILITY OF THE BOSTON PARKS AND RECREATION DEPARTMENT WHICH HAS ACCESS TO THESE FUNDS. THE MASSACHUSETTS 9/11 FUND HAS THE RIGHT BUT IS NOT OBLIGATED TO MAKE ADDITIONAL CONTRIBUTIONS TO THE BOSTON FUND FOR PARKS AND RECREATION.FUND OPERATIONS:THE FUND UTILIZES VIRTUAL OFFICE SPACE IN BOSTON AND SERVICES PROVIDED BY OUTSIDE CONSULTANTS FOR BOOKKEEPING, ACCOUNTING, IT SUPPORT, WEBSITE SUPPORT, AUDIO/VIDEO SUPPORT AND DEVELOPMENT, PLANNING AND EXECUTING THE ANNUAL COMMEMORATION OF THE ANNIVERSARY OF THE EVENTS OF SEPTEMBER 11, 2001 AND DEVELOPMENT AND MANAGEMENT OF THE EDUCATION PROGRAM. THE PRESIDENT, TREASURER AND FAMILY ADVISORY COMMITTEE SHARE RESPONSIBILITY FOR OVERSIGHT OF THE CONSULTANTS.FINANCIAL CONSULTANTS ASSIST THE FUND TREASURER TO PREPARE ANNUAL BUDGETS THAT ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. IN 2024 REVENUE FROM LICENSE PLATES AND INVESTMENT INCOME INCREASED DUE TO INCREASED INTEREST RATES ON INVESTMENTS OFFSET BY AND HISTORICAL FLUCTUATION IN ANNUAL LICENSE PLATE REVENUE. LICENSE PLATE REVENUE FLUCTUATES FROM YEAR TO YEAR AND OVERALL HAS TRENDED LOWER IN RECENT YEARS.EDUCATION PROGRAM: THE FUND'S EDUCATION PROGRAM WAS ESTABLISHED DURING 2016 TO EDUCATE HIGH SCHOOL STUDENTS ABOUT THE EVENTS OF SEPTEMBER 11, 2001. PRIOR TO THE COVID PANDEMIC THE FUND EMPLOYED CERTAIN STAFF, CONSULTANTS AND VOLUNTEERS TO DEVELOP A VIDEO CURRICULUM FOR USE BY MASSACHUSETTS HIGH SCHOOL TEACHERS. THE FUND WAS IN THE EARLY STAGES OF DEVELOPING CONTACTS AND SUPPORT FOR THIS PROGRAM BEFORE THE COVID PANDEMIC. DURING THE PANDEMIC ADDITIONAL DEVELOPMENT OF THE CURRICULUM CONTINUED, ALTHOUGH AT A SLOWER PACE, HOWEVER INTERACTION WITH EDUCATORS WAS ESSENTIALLY STOPPED UNTIL 2023. DURING 2023 AND 2024 THE FUND RE-EVALUATED THE CONTENT, GOALS AND "AUDIENCE" FOR THE CURRICULUM. GOING FORWARD THE FUND PLANS TO FURTHER DEVELOP THE CURRICULUM AND EXPAND CONTACT WITH EDUCATORS WITH ASSISTANCE FROM CONSULTANTS, VOLUNTEERS AND POTENTIALLY THROUGH COOPERATION WITH LOCAL MEDIA ORGANIZATIONS. 103493 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 MA X X JOHN H CURTIS 6174822911 101 FEDERAL STREET 1900 BOSTON MA 02110 X FAITH R ARTER PRESIDENT 8.00 X X 0 0 0 ERIC A LOWREY 1ST VICE PRESIDENT 1.00 X X 0 0 0 BETH CHAMBERS 2ND VICE PRESIDENT 2.00 X X 0 0 0 JOHN H CURTIS TREASURER 6.00 X X 0 0 0 MARGARET HATCH CLERK 1.00 X X 0 0 0 PATRICK BAVIS BOARD MEMBER 2.00 X 0 0 0 0 0 0 0 0 0 0 0 146558 2600 149158 43404 43404 210000 202844 7156 7156 7156 199718 0 0 50560 5738 5738 10262 10262 7817 3127 4690 1584 1584 4827 4827 ANNUAL COMMEMORATION 90104 90104 STORAGE EXPENSES 2809 2809 FILING FEES 72 72 123213 103493 19720 0 183242 65916 4814 5076 899710 1057701 1087766 1128693 33632 623 33632 623 X 1053335 1127271 799 799 1054134 1128070 1087766 1128693 76505 -2570 0 X 0 0 0 X 165486 186119 151881 162046 149158 814690 165486 186119 151881 162046 149158 814690 814690 13080 9666 803 10503 43404 77456 892146 0.91320 0.94760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 FIXED INCOME INVESTMENTS 1057701 F 1057701 FORM 990, PART VI, SECTION A, LINE 8B CURRENTLY THE ACTIVE COMMITTEES ARE THE FINANCE AND THE EDUCATION COMMITTEE FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TREASURER AND THEN DISTRIBUTED TO ALL BOARD MEMBERS FOR REVIEW. LASTLY, THE PRESIDENT REVIEWS AND APPROVES THE 990. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS REVIEW THE POLICIES, CERTIFY COMPLIANCE, AND ANSWER SPECIFIC QUESTIONS RELATED TO THE POLICY UPON JOINING THE BOARD AND BOARD MEMBERS ARE REQUIRED TO NOTIFY THE ORGANIZAITON OF ANY CONFLICTS AS THEY ARISE. SINCE THE 2018 TRANSITION FROM HAVING PAID STAFF TO BECOMING A VOLUNTEER ORGANIZATION, THE ORGANIZATION ACQUIRED OUTSIDE ACCOUNTANTS FOR BOOKKEEPING. THIS PROVIDED AN ADDITIONAL LEVEL OF SEPARATION AND SIGNIFICANTLY NARROWED THE ROLE OF THE TREASURER FROM HANDLING INDIVIDUAL TRANSACTIONS/REPORTS FOR DISBURSEMENTS AND REPORTING TO A PRIMARILY OVERSIGHT ROLE. ALL PROGRAM ACTIVITIES AND EXPENSES INVOLVE ACTIVE PARTICIPATION FROM THE FAMILY ADVISORY COMMITTEE (FAC) RESULTING IN TRANSPARENCY FOR SELECTION OF VENDORS AND RELATED COSTS. FOR THE ANNUAL COMMEMORATION, WHICH IS THE MOST COSTLY PROGRAM, THE FUND ENGAGES A PROFESSIONAL EVENT PLANNER TO ASSIST THE FAC AND PRESIDENT IN THE SELECTION OF VENDORS. FORM 990, PART VI, SECTION C, LINE 19 ANOTHER'S WEBSITE/UPON REQUEST