form 990-pf...form 990-pf (2011) strategic grant partners, inc. 46-0512638 page2 balance sheet 5...

Form 990-PFDepartment of the TreasuryInternal Revenue Service

Return of Private Foundationor Section 4947 a)(1) Nonexe

. rrlgpTreate asa Pnvate oundationlilote. The foundation may be able to use a copy of this return to satisfy state reporting requirements.

t Charitable TrustOMB No 1545-0052

2011Forcslendar year2011 ortax yearlieginning JUL 1 , 2011 ,and ending JTN 30 , 2012Name of foundation A Employer identication number

STRATEGIC GRANT PARTNERS , INC. 460512638Number and street (or P 0 box number if mail is not delivered to street address) Floorn/suite240 NEWBURY STREET FL 2

B Telephone number617-421-0970

City or town, state, and ZIP codeBOSTON, MA 02116-2580

6 Check all that apply: 1_1 Initial return |_1 Initial return of a former public charityFinal return 1:1 Amended return

1:1 Address change 1:1 Name changeH Check type of organization: 1.25.1 Section 501(c)(3) exempt private foundation

1:] Section 4947(a)(1) nonexempt charitable trust 1:1 Other taxable private foundationJ Accounting method:

|:| Other (specify)(Part I, column (d) must be on cash basis.)

LXJ Cash |_| Accrual

C if exemption application is pending, check here M

D 1. Foreign organizations, check here >1:

F 8 96 ,2. cii2.13i%"i1.'.?a?..5.i?.{ci.'23.Li.%11}?.n5 s >|:|

E If private foundation status was terminatedunder section 50'/(b)(1)(A), check here PD

F If the foundation is in a 60-month terminationunder section 507(b)(1)(B), check here H:

(a)Revenue and (b) Net investmentexpenses per books 'Income

((1) Disbursementsfor charitable purposa

(cash basis only)(c) Adjusted net

income

-hii)f\'J-I-

I Fair market value of all assets at end of year(from Part II, col (c), line 16)>$ 6 9 2 , 0 5 4 .

| part | I Analysis of Revenue and Expenses(The total of amounts in columns (b), (c), a.nd (d) may notnecessarily equal the amounts in column (a))

Contributions, gifts, grants, etc., receivedCheck D rfthe foundation is not required to attach Sch BInterest on savings and temporarycash investmentsDividends and interest from securities

5s Gross rentsD Net rental income (1 (loss)

4,446,228. N/A

68 Net gain or (loss) from sale of assets not on line 10b Gross sales price for allassets on line 611

7 Capital gain net income (from Part N, line 2)8 Net shortterm capital gain9 Income modifications

10a Gross sales less retums

Revenue

and allowances0 Less Cost of goods soldc Gross profit or (loss)

Other incomeTotal. Add lines 1 through 11

SCANNEDMAR0420134,446,228.

Compensation of officers, directors, trustees, etcOther employee salaries and wagesPension plans, employee benefits

16a Legal feesb Accounting fees

c Other pr0f8r1E$18E%VE DSTOIn er-=-st ..

33 A- (D

9C.

T es _ ,.Daefmeeiatici 5ri%l1depleon 2 81Ocacpancy

Tr;l1vel, co rifejenicisj,cPl'll]__I.|J1g_I1d.,",kh 'I] lit-cifinnn....|\)l\)f\3A.Ll. NL@@@'~lOther expensesTotal operating and administrativeexpenses. Add lines 13 through 23Contributions, gifts, grants paidTotal expenses and disbursements.Add lines 24 and 25

24

OperatingandAdministrativeExpenses 2526

0. 0.421,625. 421,625.

90.059. 90.059.

7,983. 7.983.63,766. 63.766.

828. 0.5,706. 1

68,110. 68,110.23,717. 23,717.2.535. 2.535.

47,688. 47,664.

732,017. 725 , 459 .3.733.153. 3,733.153.

4,465,170. 4,458,612.27 Subtract line 26 from line 12:

8 Excess of revenue over expenses and dtsbursementsb Net investment income in negative. enter -0-)I: Adjusted net income (I1 negative, enter -0-)

_ _<' I8.9 47.

N/A1

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08390129 135068 91729

Ll-IA For Paperwork Reduction Act Notice, see instructions.1

2011.05020 STRATEGIC GRANT PARTNERS, I

Form 990-PF (2011)

91729__1

K

0\

Form 990-PF (2011) STRATEGIC GRANT PARTNERS, INC. 46- 0512638 Page2

Balance Sheet5 Attached schedules and amounts in the descnplioncolumn should beforend-of-yearamounts onlyBeginning of year End of year(a) Book Value (b) Book Value (c) Fair Market Value

89

Assets

-5-n.-5-5 CH&CI3B3

Cash - non-interest-bearingSavings and temporary cash investmentsAccounts receivable 5Less: allowance for doubtful accounts 5Pledges receivable D

0 575,046. 575,046.

Less: allowance for doubtful accounts DGrants receivableReceivables due from officers, directors, trustees, and otherdisqualified personsOther notes and loans receivableLess: allowance for doubtful accounts DInventories for sale or usePrepaid expenses and deferred charges

10:: Investments U.S. and state government obligationsb Investments - corporate stockc Investments - corporate bonds

11 Investments - land. buildings. and equipment basisLESS accumulated depreciationInvestments - mortgage loansInvestments - otherLand, buildings, and equipment basis 5

STMT 6 PLess accumulated depreciationOther assets (describe D

D

_._ ___.>

146.140.29,132. 122,714. 1I7T008j

I

Total assets (to be completed by all filers) 711,390. 692,448. 692,054.

Liabilities |'\:h)ha-5LL-5 IN!AG(DQ'~lU}

Accounts payable and accrued expensesGrants payableDeferred revenueLoans from ofcers, directors. trustees. and other disqualied personsMortgages and other notes payableOther liabilities (describe 5

Total liabilities (add lines 17 through 22)

242526

NetAssetsorFundBalances

27282930

31

Foundations that follow SFAS 11?. check hereand complete lines 24 through 26 and lines 30 and 31.UnrestrictedTemporarily restrictedPermanently restrictedFoundations that do not follow SFAS 11?. check hereand complete lines 27 through 31.Capital stock, trust principal, or current fundsPaid-in or capital surplus, or land, bldg., and equipment fundRetained earnings, accumulated income, endowment, or other fundsTotal net assets or fund balances

Total liabilities and net assetslfund balances _

>l_l

>55]

0. 0.0. 0.

711,390. 692,448.711,390. 692,448.

711,390. 692,448.

Analysis of Changes in Net Assets or Fund Balances

1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30(must agree with end-of-year figure reported on prior year's return)

O50!-l'ht'.Ol'\'|

Enter amount from Part I, line 27aOther increases not included In line 2 (itemize) DAdd lines 1, 2, and 3Decreases not included in line 2 (itemize) DTotal net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b), line 30

711.390.<18,942.>

00692,448.

00CDC?!-bI'.I)l\3L 692,448.

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2011.05020 STRATEGIC GRANT PARTNERS ,

Form 990-PF(2011)

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08390129 135068 91729

Form 99_(3F (2011) STRATEGIC GRANT PARTNERS , INC .|LR'ant~lIVJ| Capital Gains and Losses for Tax on Investment Income

45-0512638 Page3

(0) List and describe the kind(s) of property sold (e.g., real estate, "y_'P:J|?};hqas;d (c Date acquired (d) Date sold2-story brick warehouse; or common stock, 200 she. MLC Co.) D _ Donavon 010-. day. YT-) ("I0-. dab. Vt)

113b NONEcde

(e) Gross Sales price (I) Depreciation allowed (9) Cost or other basis (h) Gain or (loss)(or allowable) plus expense of sale (e) plus (1) minus (g)abcde

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (1) Gains (cn|_ (n) gain rninns

(1) F.M.V. as of 12/31/69 l';3tf;,3g3'3 fXf,;"n" co" (||:)(3SbSltSn([f)rt(J|tl?:?:g|].a(r1t)J ) or

abcde

{ If gain, also enter in Part I, line 7 }2 Capital gain net income or (net capital loss) it (loss), enter -0- in Part |, line 7 2

3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):If gain, also enter in Part I, line 8, column (0).If loss ,enter -0- in Part I, line 8 3

E ggjfgtg ua I ication Under Section 4940(e) for Reduced Tax on Net Investment Income(For optional use by domestic private foundations subiect to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? :1 Yes E] NoIt Yes, the foundation does not qualify under section 4940(e). Do not complete this part.1 Enter the appropriate amount in each column for each year; see instructions before making any entries.

Base pe(r?c1d years (P) . . M Distribi1t'ii))n ratiocalendar year (or tax year begmmng In) Adjusted qualifying distributions Net value of noncharitable-use assets (COL (D) diwded by COL (Q)

2010 5,411,778. 870,753. 6.2150552009 3,058,346. 634,588. 4.8194202000 3,509,309. 562,157. 6.2425782007 3,781,417. 186,591. 20.2658062005 4,794,420. 819,946. 5.847239

2 Total of line 1,c0|umn (d) 2 43 . 3900983 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the number of years

the foundation has been in existence it less than 5 years 3 8 . 5 7 8 0 2 0

4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5 4 4 8 0 , 1 2 7 .

5 Multip|y|ine4by|ine3 5 4,155,552.

6 Enter 1% of net investment income (1% of Part I, line 270) _ _ 6 0 .

7 Add|ines5and6 _ 7 4,155,552.

8 Enter qualifying distributions from Part XII, line 4 8 4 , 4 5 8 , 5 1 2 .

If line Bis equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate.See the Part VI instructions.

123521 12-02-11 Form 990-PF (2011)3

2011.05020 STRATEGIC GRANT PARTNERS, I 91729__1

Form 990-PF (2011) STRATEGIC GRANT PARTNERS, INC. 46-0512533 Page4[Part E] Excise Tax Based on Investment Income Section 4940(a), zmtti , 4940(e), or 4948 - see instructions)

1a Exempt operating foundations described in section 4940(d)(2), check here D I_1 and enter N/A on line 1.Date of ruling or determination letter: (attach copy of letter if necessary-see instructions) i

b Domestic foundations that meet the section 4940(e) requirements in Part V, check here D IE and enter 1% 1 70 70of Part I, line 27b

c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b).Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)

Subtitle A (income) tax (domestic section 494'/(a)(1) trusts and taxable foundations only. Others enter -0-)

2Add lines 1 and 2 3

45Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0-

t'.l'I-DIIDINI Credits/Payments:a 2011 estimated tax payments and 2010 overpayment credited to 2011b Exempt foreign organizations - tax withheld at sourcec Tax paid with application for extension oftime to file (Form 8868)d Backup withholding erroneously withheld

Total credits and payments. Add lines 6a through 6dEnter any penalty for underpayment of estimated tax. Check here [:1 if Form 2220 is attached

$01026! Q.l"lUD

Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed D_L ocoon-4 goon-iOverpayment. if line 7 is more than the total of lines 5 and 8, enter the amount overpaid D11 Enter the amount of line 10 to be: Credited to 2012 estimated tax D II-'IefundedD j I

[T'art VTI-A | Statements Regarding Activities1a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in

any political campaign?b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)?

If the answer is "Yes" to 13 or H, , attach a detailed descnption of the activities and copies of any matenals published ordistnbuted by the foundation in connection with the activities.

c Did the foundation file Form 1120-POL for this year?d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) 0n the foundation. D $ 0 . (2) On foundation managers. D $ 0 .e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation

managers.D $ 0 .2 Has the foundation engaged in any activities that have not previously been reported to the IRS?

If ''Yes,'' attach a detailed descnption of the activities.3 Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or

bylaws, or other similar instruments? If "Yes," attach a confonned copy of the changes4a Did the foundation have unrelated business gross income of$1,000 or more during the year?

b If Yes, has it filed a tax return on Fonn 990-T for this year? N/A5 Was there a liquidation, termination, dissolution, or substantial contraction during the year?

lf "Yes," attach the statement required by General Instruction T.6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

0 By language in the governing instrument, or0 By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law

remain in the governing instrument?7 Did the foundation have at least $5,000 in assets at any time during the year?

If "Yes," complete Part ll, col. (c), and Part XV.Ba Enter the states to which the foundation reports or with which it is registered (see instructions) D

Yes No

-5-: 5'9

J3: mix:

MA

b If the answer is Yes to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate)of each state as required by General Instruction G? if "No," attach explanation

9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942())(3) or 4942(|)(5) for calendaryear 2011 or the taxable year beginning in 2011 (see instructions for Part XIV)? If "Yes," complete Part XIV

10 Did any persons become substantial contributors during the tax yea rf "Yes," attach a schedule listing their names and addresses

ai:"x

_ 9 X410 X

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08390129 135068 91729 2011.05020 STRATEGIC GRANT PARTNERS,

Form 990-PF (2011)

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Form 990-PF (2011) STRATEGIC GRANT PARTNERS , INC .Fart V-A ] Statements Regarding Activities (continued)

460512638 Page 5

11 At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the meaning ofsection 512(b)(13)? If Yes, attach schedule (see instructions)

12 Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualrfied person had advisory privileges?If "Yes," attach statement (see instructions)

13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Website address D W. STRATEGICGRANTPARTNERS . ORG14 The books are in care of D ANNA S IKORSKY , OPERATIONS MANAGER

11

1213 X

Telephone no.D6174210970Located at D 24 0 NEWBURY STREET , FL 2 , BOSTON , MA Z|P+4 >0 2 11 6

15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here D1 1I and enter the amount of tax-exempt interest received or accrued during the year D | 15 | N/A

16 At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over a bank, Yes Nosecurities, or other financial account in a foreign country? _ 16 XSee the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes,' enter the name of the foreigncountry D

[Part V'lI-BJ Statements Regarding Activities for W'hich Fonn 4720 May Be RequiredFile Form 4720 if any item is checked in the "Yes" column, unless an exception applies. Yes NO

1a During the year did the foundation (either directly or indirectly): '(1) Engage in the sale or exchange, or leasing of property with a disqualified person? 1: Yes 1:1 No(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? 1:] Yes LE No(3) Furnish goods, services, or facilities to (oraccept them from) a disqualified person? 1: Yes E No(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? E Yes Z lilo(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? 1:1 Yes IE No, (6) Agree to pay money or property to a government official? (Exception. Check 'No'1 if the foundation agreed to make a grant to or to employ the official for a period after

termination of government service, if terminating within 90 days.) 1:1 Yes 1:] Nob If any answer is 'Yes' to 1a(1)-(6), did any of the acts fail to qualify under the exceptions described in Regulations _ _ _ _

section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? 1b XOrganizations relying on a current notice regarding disaster assistance check here D 1:1

c Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts, that were not corrected H __ __ _.before the first day of the tax year beginning in 2011? _ 1c

, 2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private operating foundationdefined in section 4942())(3) or 4942())(5)):

a At the end of tax year 2011, did the foundation have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning ,before 2011? 1:1 Yes E lllo 5If 'Yes," list the years D , , ,

b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrectl valuation of assets) to the year's undistributed income? (if applying section 4942(a)(2) to all years listed, answer 'No" and attach L _ V1 statement - see instructions.) N/A 211

c If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.5 _ , , .

3a Did the foundation hold more than-a 2% direct or indirect interest in any business enterprise at any timeduring the year? :1 Yes [X] lilo

b If "Yes," did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation or disqualified persons after

May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to disposeof holdings acquired by gift or bequest: or (3)the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, _Fonn 4 720, to derennine if the foundation had excess business holdings In 2011.) N/A 3b

43 Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? 4a Xb Did the foundation make any investment in a prior year (but after December 31, 1969) that could )eopardize its charitable purpose that _ __

had not been removed from jeopardy before the first day of the tax year beginning in 2011? 4b XForm 990-PF (2011)

12354112-02-11

508390129 135068 91729 2011.05020 STRATEGIC GRANT PARTNERS, I 91729_l

Form 990-PF (2011) STRATEGIC GRANT PARTERS_, INQ . 4 6 0 5 1 2 6 3 8 Page 6I Part VI -B] Statements Regarding Activities for which Form 4720 May Be Required (continued)

5:: During the year did the foundation pay or incur any amount to: '(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? :1 Yes No(2) Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly,

any voter registration drive? :1 Yes [:1 No(3) Providea grant to an individual for travel, study, or othersimilarpurposes? [:1 Yes [:1 No(4) Provide a grant to an organization other than a charitable, etc., organization described in section

509(a)(1), (2), or(3), or section 4940(d)(2)'? _ :1 Yes No(5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for

the prevention of cruelty to children or animals? . :1 Yes 1:1 Noti If any answer is "Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions described in Regulations g \

section 53.4945 or in a current notice regarding disaster assistance (see instructions)? N/A 5bOrganizations relying on a current notice regarding disaster assistance check here P I:

c If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax because it maintainedexpenditure responsibility for the grant? _ N/A 1:] Yes 1:] NoIf "Yes," attach the statement required by Regulations section 53.4945-5(d).

6:: Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on 1a personal beneiit contract? I: Yes III No __ _ J

b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 61: M .2If "Yes" to 6b, file Form 8870.

7:: At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? I: Yes E Nob If "Yes," did the foundation receive any proceeds or have any net income attributable to the transaction? N/A Tb

Infonnation About Ofcers, Directors, Trustees, Foundation Managers, HighlyPaid Employees, and Contractors

1 List all ofcers. directors, trustees, foundation managers and their compensation.(b) Title, and avera e

hours per week devo edto position

Contnbutions tnbenet plansdetened

leiaccou erallowances(a) Name and address (" H0193.enter -0-

COB

36.00 0.

other than those included on line 1of none, enter(b) Title, and average Cunmbutunstn (e) Ex ense

(a) Name and address of each employee paid more than $50,000 hours per week (c) Compensation "90 9'3 accoun otherdeteneddevoted to position allowances

ER

190,000.NEWBURY TREET

40.00 29,041. 0.LOSTON . MA 36.00

FFICE MANA36.00

166,282. 13,196. 0.TREET

65,343. 16,315. 0.

number of other emTForm 990-PF (2011)

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08390129 135068 91729 2011.05020 STRATEGIC GRANT PARTNERS, I 91729_1

Form 990-Pr Q2011) STRATEGIC GRANT PARTNERS, INC...... . lnfonnation About Officers, Directors, Trustees, Foundation Managers, Highly@ Paid Employees, and Contractors (continued)

46- 0512638 Page?

3 Five highest-paid independent contractors for professional services. I1 none, enter "NONE."(a) ress eac person more

SR NSULTING

(b) Type of service

T number of othersmmary

List the foundation's four largest direct charitable activities during the tax year. Include relevant statistical information such as thenumber of organizations and other beneficiaries served, conferences convened, research papers produced, etc.

1

over for nal services

of P elated Investmentsinvestments made by the toundation during the tax year on lines 1 and

Sumtwo largest

All other program-related investments. See instructions.3

Total. Add lines 1 >

12356112-02-11

708390129 135068 91729 2011.05020 STRATEGIC GRANT PARTNERS,

(c) mpensation

56.766.

Expenses

Form 990-PF (2011)

I 91729__1

Form 990-PF (2011) STRATEGIC GRANT PARTNERS. INC. 46-0512638 Pages

Minimm ilwestment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes: _ _a Average monthly fair market value of securities 1a 0 .b Average of monthly cash balances 1b 4 8 7 , 4 3 9 .c Fair market value of all other assets 1cd Total (add lines 1a, b, and c) 1:: 4 8 7 , 4 3 9 .e Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) _ I 1e I 0 . i _#2 Acquisition indebtedness applicable to line 1 assets 2 0 .3 Subtract line 2 from line 1d _ 3 48 7 , 4 3 9 .4 Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see instructions) 4 7 , 3 1 2 .5 Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 5 4 8 0 , 1 2 7 .6 Minimum investment return. Enter 5% of line 5 6 2 4 , 0 0 6 .

Distributable Amount (see instructions) (Section 4942(|)(3) and (1)(5) private operating foundations and certainforeign organizations check here 5 [:| and do not complete this part.)1 Minimum investment return from Part X, line 6 1 2 4 , 0 0 6 .2a Tax on investment income for 2011 from Part VI, line 5 2a

b Income tax for 2011. (This does not include the tax from Part VI.) 2b _c Add lines 2a and 2b _ 2c 0 .

3 Distributable amount before adiustments. Subtract line 2c from line 1 3 2 4 , 0 0 6 .4 Recoveries of amounts treated as qualifying distributions 4 0 .5 Addlines3and4 5 24,006.6 Deduction from distributable amount (see instructions) 6 0 .7 Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 7 2 4 , 0 0 6 .

Qualifying Distributions (see instructions)

1 Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes: _ 4 _ va Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26 1a 4 , 4 5 8 , 61 2 .b Program-related investments - total from Part IX-B 1b 0 .

2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc., purposes 23 Amounts set aside for specific charrtable projects that satisfy the: _____

a Suitability test (prior IRS approval required) 3ab Cash distribution test (attach the required schedule) 3b

4 Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Pan Xill, line 4 4 4 , 4 5 8 , 61 2 .5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b 5 0 .6 Adjusted qualifying distributions. Subtract line 5 from line 4 _ 6 4 , 4 5 8 , 61 2 .

Note. The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section4940(e) reduction of tax in those years.

12357112-02-11

08390129 135068 917298

2011.05020 STRATEGIC GRANT PARTNERS,

Form 990-PF(2011)

I 91'729_1

Form 990-PF (2011) STRATEGIC GRANT PARTNERS,

Undistributed Income (see instructions)

C 46-0512538 Pages

1 Distributable amount for 2011 from Part XI,line 7

2 Undistributed income. it any, as of the and 01 2011it Enter amount for 2010 only5 Total for prior years:

3 Excess distributions carryover, it any, to 2011:aFrom2006 4,753,934.

(8)Corpus

(blYears prior to 2010

(0)2010

(012011

24,006.

bFrom2007 3,772,383.cFrom200B 3,481,201.dFrom2009 3,028,005.eFrom2010 5,369,068.1 Total of lines 133 through e

4 Qualifying distributions for 2011 fromPaitxll, iine4: >$ 4 , 458 , 612 .

aApplied to 2010, but not more than line 2abApplied to undistributed income of prior

years (Election required - see instructions)c Treated as distributions out of corpus

(Election required - see instructions)dApplied to 2011 distributable amounteRemaining amount distributed out of corpus

5 Excess distributions carryover applied to 2011(11 an amount appears in column (d). the same amountmust be shown in column (a))

6 Enter the net total of each column asindicated below:

8Com-pus Add lines 31', 4c, and 43 Subtract line 51: Prior years undistributed income. Subtract

line 4b from line 2bc Enter the amount of prior years

undistributed income for which a notice ofdeciency has been issued, or on whichthe section 4942(a) tax has been previouslyassessed

dsubtract line 6c from line 6b. Taxableamount - see instructions

e Undistributed income for 2010. Subtract line4a from line 2a. Taxable amount - see instr.

1 Undistributed income for 2011. Subtractlines 4d and 5 from line 1. This amount mustbe distributed in 2012

7 Amounts treated as distributions out ofcorpus to satisfy requirements imposed bysection 170(b)(1)(F) or 4942(g)(3)

8 Excess distributions carryover from 2006not applied on line 5 or line 7

9 Excess distributions canyover to 2012.Subtract lines 7 and 8 from line 6a

10 Analysis of line 9:a Excess trom 2007bExcess from 2008

3,772,383.3,481,201.

20,404,591.

00

414341606:0.

24,839,197.

668. 763.

4,085,171.

20,085,263.

cExcessfrom2009 3,028,005.dExcessfrom2010 5,369,058.e Excess from 2011 4,434,606.

12358112-02-1 1

08390129 135068 91729 2011.05020 STRATEGIC GRANT PARTNERS,9

Form 990-PF(2011)

I 91729__1

Form 990-PF (2011) STRATEGIC GRANT PARTNERS , INC . 460512638 Page 10|IF.am}XIIq| Private Operating Foundations (see Instructions and Part VII-A, question 9) N /A

1 a If the foundatIon has received a rulIng or determination letter that rt IS a private operatIngfoundation. and the ruling is eective for 2011, enter the date of the ruling p

b Check box to lndIcate whether the foundation IS a private operating foundation described In section2 :1 Enter tfie lesser of the adrusted net Tax year Prior 3 years

income from Part I or the minimum (3) 2011 lb) 3010 (G) 3009 M2008 M7013investment return from Part X foreach year lIsted

b 85% of line 2ac Qualifying dlstributions from Part XII,

IIne 4 for each year listedd Amounts Included In IIne 2c not

used directly for actIve conduct ofexempt activities

e Qualrfying distributions made directlyfor active conduct of exempt actIvItIes.Subtract lIne 2d from line 2c

3 Complete 3a, b, or c for thealternative test relied upon:

a Assets alternative test - enter:(1) Value of all assets

(2) Value of assets qualifyingunder section 4942(])(3)(B)(|)

b Endowment alternative test - enter2/3 of minrmum investment returnshown In Part X, lIne 6 for each yearlisted

c Support alternatIve test - enter:(1) Total support other than gross

investment income (Interest,dIvIdends, rents, payments onsecurities loans (section512(a)(5)). or royalties)

(2) Support from general publicand 5 or more exemptorganizations as provided Insectlon 4942(|)(3)(B)(lIl)

(3) Largest amount of support froman exempt organization

4) Gross Investment Income5!:-s.,.1..'!:)_(,LI Supplementary Infomiation (Complete this part only f the foundation had $5,000 or more in assets

at any time during the year-see instructions.)

1 Information Regarding Foundation Managers:a List any managers of the foundatron who have contributed more than 2% of the total conlributrons receIved by the foundatIon before the close of any tax

year (but only if they have contributed more than $5,000). (See section 50'/(d)(2).)NONE

b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnershrp orother entity) of whrch the foundation has a 10% or greater Interest

NONE

2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:Check here D If the foundatIon only makes contrIbutIons to preselected charitable organizatIons and does not accept unsolicited requests for funds. Ifthe foundation makes gifts, grants, etc. (see instructions) to IndIvIdua|s or organizations under other conditions, complete Items 2a, b, c, and d.

a The name, address, and telephone number of the person to whom applications should be addressed:

L_l 4942(;)(3) or l_l 4942())(5)

b The form In which applrcations should be submitted and Information and materials they should include:

c Any submission deadlInes:

d Any restrIctIons or lImItatIons on awards, such as by geographical areas, charitable fields, kinds of Institutions, or other factors:

123601 12-02-11 Form 9g0_PF(2011)1 0

08390129 135058 91729 2011.05020 STRATEGIC GRANT PARTNERS, I 91729__1

Form 990-PF (2011; STRATEGIC GRANT PARTNERS , INC . 460512638 Page 11|[IPar4t xv I] Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Paymentnecunent If TECIDIBM IS an Individual,

show any relatmnshlp to Foiiandatndn Purpose (if grant or Amount- anyfoundahonrnanager S TUSO C001" UhonName and address (home or business) or substantial contributor reclpwm *

:1 Paid dunng the year

CENTERING HEALTHCARE INSTITUTE, INC. NONE PUBLIC CHARITY,CAPACITY BUILDING,558 MAPLE AVENUE SEC 509(A)(1) EVALUATION

CHESHIRE, CT 06410 635,000.

CITY CONNECTS NONE PUBLIC CHARITY,sCALE ORGANIZATION,BOSTON COLLEGE, LYNCH SCHOOL OF ED, SEC 509(A)(1) CAPACITY BUILDING,140 COM AVE CHESTNUT HILL, MA 02467 EVALUATION 240,000.

COMPASS WORKING CAPITAL NONE PUBLIC CHARITY,LAUNCH PILOT FSS39 SOUTH STREET, SUITE 203 SEC 509(A)(1) PROGRAMBOSTON, MA 02111 00,904.

EDWARD BROOKE CHARTER SCHOOLS NONE PUBLIC CHARITY,HELP SECURE NEW190 CUMINS HIGHWAY SEC 509(A)(1) FACILITY, BUILDROSLINDALE, MA 02131 INTERNAL FUNDRAISING

CAPACITY, CAPACITYBUILDING 350,000,

MA BUSINESS ALLIANCE FOR EDUCATION NONE PUBLIC CHARITY,IMTROVE QUALITY OF400 ATLANTIC AVE SEC 509(A)(1) DUCATION IN MA

BOSTON, MA 02110 35,000,Total SEE CONTINUATION SHEET(S) D an 3,733,153.

b Approved for future payment

CENTERING HEALTHCARE INSTITUTE, INC. NONE PUBLIC CHARITY,CAPACITY BUILDING,558 MAPLE AVENUE SEC 509(A)(1) EVALUATIONCHESHIRE, CT 06410 100,000.

CITY CONNECTS NONE PUBLIC CHARITY,SCALE ORGANIZATION,BOSTON COLLEGE, 140 COMONWEALTH AVE SEC 509(A)(1) CAPACITY BUILDING,CHESTNUT HILL, MA 02467 EVALUATION 709,705.

COMPASS WORKING CAPITAL NONE PUBLIC CHARITY,LAUNCH PILOT FSS89 SOUTH STREET, SUITE 203 SEC 509(A)(1) PROGRAMBOSTON, MA 02111 431,198.

mm: SEE CONTINUATION SHEET(S) > % 78m9u.

123611 12O2-11

08390129 135068 91729

** SEE PURPOSE OF GRANT CONTINUATIONS11

2011.05020 STRATEGIC GRANT PARTNERS,

Form 990-PF (2011)

I 91729__1

STRATEGIC GRANT PARTNERS, INC. 460512638iE_.T'|:!gxvy; Supplementary Information3 Grants and Contributions Paid During the Year (Continuation)

Recipient If recipient is an individual,show any relationship to Foundatidn Purpose Cg grant or Amourany foundation manager Status 0 Contrl UIIOI1

Name and address (home or business) or Substamlal conmbumr reclplent

MORE THAN WHEELS NONE PUBLIC CHARITY,CAPACITY BUILDING,24 OPERA HOUSE SQUARE, SUITE 401, Box SEC 509(A)(1) LAUNCH IN10 CLAREMONT, NH 03743 MASSACHUSETTS 307,000.

MORE THAN WORDS NONE PUBLIC CHARITY,CAPACITY BUILDING376 MOODY STREET SEC 509(A)(1)WALTHAM, MA 02453 325,000.

RAISING A READER NONE PUBLIC CHARITY,SCALE ORGANIZATION9B HAMILTON PLACE, 3RD FLOOR SEC 509(A)(1)BOSTON, MA 02108 132,376,ROCA, INC. NONE PUBLIC CHARITY,FUND HIGH RISK YOUTH101 PARK STREET SEC 509(A)(1) INTERVENTION MODEL IN

CHELSEA, MA 02150 CHELSEA, REVERE AND

EAST BOSTON ANDEPLICATE MODEL IN 300,000.

STAND FOR CHILDREN NONE PUBLIC CHARITY,CAPACITY BUILDING33 CHAUNCY STREET, SUITE 700 SEC 509(A)(1)BOSTON, MA 02110 575,000.

SUMR SEARCH NONE PUBLIC CHARITY,SCALE ORGANIZATION,500 AMORY STREET SEC 509(A)(1) CAPACITY BUILDING

JAMAICA PLAIN, MA 02130 200,000.

UNLOCKING POTENTIAL NONE PUBLIC CHARITY,LAUNCH SCHOOL90 CANAL STREET, SUITE 610 SEC 509(A)(1) IURNAROUNDBOSTON, MA 02114 DRGANIZATION 25,000.

UP ACADEMY CHARTER SCHOOL NONE PUBLIC CHARITY,COMMUNICATIONS WORK215 DORCHESTER STREET SEC 509(A)(1)

SOUTH BOSTON, MA 02127 2,873.

URBAN TEACHER RESIDENCY UNITED NONE PUBLIC CHARITY,FOUND ORGANIZATION,1332 N HALSTED ST SUITE 304 SEC 509(A)(1) BUILD CAPACITYCHICAGO, IL 50542 150,000,

YOUTH VILLAGES NONE PUBLIC CHARITY,ExPAND INTERCEPT3320 BROTHER BLVD. SEC 509(A)(1) SERVICES DELIVERY IN

MMPHIS, TN 38133 MA 375,000.Total trom continuation sheets 2,392, 249 .

123631 08-03-111 4

08390129 135068 91729 2011.05020 STRATEGIC GRANT PARTNERS, 91729 1

STRATEGIC GRANT PARTNERS , INC. 46-0512638|_Part XV | Supplementary Information

3 Grants and Contributions Approved for Future Payment (Continuation)Recipient If recipient IS an individual,

Show any relationship to Foundatiofn Purpose elf grant or Amountany foundation manager Status 0 COM" U I00Name and address (home or business) or Substantial contrlbumr reclmem

EDLABS NONE PUBLIC CHARITY,CAPACITY BUILDINGHARVARD UNIVERISTY, 44 BRATTLE ST SEC 509(A)(1)CAMBRIDGE, MA 02138 1,500,000,EDWARD BROORE CHARTER SCHOOLS ONE PUBLIC CHARITY,HELP SECURE NEW190 CUMINS HIGHWAY SEC 509(A)(1) FACILITY, BUILDROSLINDALE, MA 02131 INTERNAL FUNDRAISING ;

CAPACITY, CAPACITY 1BUILDING 050,000.

MORE THAN WHEELS NONE PUBLIC CHARITY,CAPACITY BUILDING,24 OPERA HOUSE SQUARE, SUITE 401, Box SEC 509(A)(1) LAUNCH IN10 CLAREMONT, NH 03743 SACHUSETTS 300,000,

MORE THAN WORDS NONE PUBLIC CHARITY,CAPACITY BUILDING376 MOODY STREET SEC 509(A)(1)

WALTHAM, MA 02453 200,000.

1RAISING A READER NONE PUBLIC CHARITY,SCALE ORGANIZATION 19B HAMILTON PLACE, 3RD FLOOR SEC 509(A)(1)BOSTON, MA 02103 70,000,

STAND FOR CHILDREN NONE PUBLIC CHARITY,CAPACITY BUILDING38 CHAUNCY STREET, SUITE 700 SEC 509(A)(1)BOSTON, MA 02110 400,000.

Ii

SUMR SEARCH NONE PUBLIC CHARITY,SCALE ORGANIZATION, '500 AMORY STREET SEC 509(A)(1) CAPACITY BUILDING

JAMAICA PLAIN, MA 02130 100,000.

UNLOCKING POTENTIAL NONE PUBLIC CHARITY,LAUNCH SCHOOL90 CANAL STREET, SUITE 610 SEC 509(A)(1) TURNAROUNDBOSTON, MA 02114 DRGANIZATION 15,000,

YOUTH VILLAGES NONE PUBLIC CHARITY,ExPAND INTERCEPT

3320 BROTHER BLVD. SEC 509(A)(1) SERVICES DELIVERY IN 1MEMPHIS, TN 38133 MA 2,625,000.

Total from continuation sheets 6 , 060 , 000 . 11

1

123635 08-03-111 5

08390129 135068 91729 2011.05020 STRATEGIC GRANT PARTNERS, I 91729_1

_ STRATEGIC GRANT PARTNERS, INC. 46-0512533|I5art XVT Supplementary Information

3a Grants and Contributions Paid During the Year Continuation of Purpose of Grant or Contribution

NAME OF RECIPIENT - ROCA, INC.

FUND HIGH RISK YOUTH INTERVENTION MODEL IN CHELSEA, REVERE AND EAST

BOSTON AND REPLICATE MODEL IN SPRINGFIELD

123655 12- 19- 1116

08390129 135068 91729 2011.05020 STRATEGIC GRANT PARTNERS, I 91729__1

Form 990-PF (2011) STRATEGIC GRANT PARTNERS , INC . 4 6 0 5 125 3 8 Page 12

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated Unrelated DUSITIBSS lllC0l'l18 Eccluded by section 512. 513. or 514 (e)Business (bl F (d) Related or exempt

1 Program servrce revenue: code A'"""t code '"""t f"" '"""3aDcdef9 Fees and contracts from government agencies

2 Membership dues and assessments3 Interest on savings and temporary cash

investments4 Dividends and interest from securitres

5 Net rental income or (loss) from real estate:a Debt-financed propertyb Not debt-financed property

6 Net rental income or (loss) from personalProperty

7 Other Investment income8 Gain or (loss) from sales of assets other

than Inventory9 Net income or (loss) from special events

10 Gross protit or (loss) from sales oi Inventory11 Other revenue:

12 Subtotal. Add columns (b), (d), and (e) 0 . 0 . 0 .13 Total.Add lrne 12, columns (b), (d), and(e) 13(See worksheet in lrne 13 instructrons to verity ca|cu|atIons.L

@: Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.7

Explarn below how each actrvity for which Income IS reported in column (e) of Part XVI-A contrrbuted importantly to the accomplishment ofthe foundation's exempt purposes (other than by provrding funds for such purposes).

-o2-11 1 2 Form 990-PF (2011)

08390129 135053 91729 2011.05020 STRATEGIC GRANT PARTNERS, I 91729_l

Form 990-PF (2011)

Exempt Organizations

STRATEGIC GRANT PARTNERS. INC . 46-0512638 Page 13

| Part XVII | Infomtation Regarding Transfers To and Transactions and Relationships With Noncharitable

1 Did the organizatton dlrectly or indirectly engage In any of the followtng with any other organtzation described in section 501(c) ofthe Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

at Transfers from the reporting foundation to a noncharitable exempt organizatlon of:(1) Cash(2) Other assets

b Other transactions:

(1) Sales of assets to a noncharitable exempt organization(2) Purchases of assets from a noncharitable exempt organizatton(3) Rental of facilities, equtpment, or other assets(4) Reimbursementarrangements(5) Loans or loan guarantees(6) Performance of services or membership or fundraising solicrtatlons

c Sharing of factlittes, equipment, mailing lists, other assets, or paid employees

Yes No

l l1a(1)111(2)

113(1)1b(2)1b(3)1b(4)1b(5)1b(6)

1c >4-INN|NNMIN}NN

d If the answer to any of the above is 'Yes,' complete the following schedule. Column (b) should always show the fair market value of the goods, other assets.or services given by the reporting foundation. If the foundation received less than fair market value In any transaction or sharing arrangement, show Incolumn (d) the value of the goods, other assets, or services recetved.

no exempt organization8 Line no ount 0 Description of transfers, transacttons, and sharing arrangements

2: Is the foundation directly or indirectly afftltated with, or related to, one or more tax-exempt organizations describedIn section 501(c) of the Code (other than section 501(c)(3)) or In section 527? El Yes [E No

b If "Yes." complete the followtng schedule.(ti) Name of organization (b) Type of organization (c) Descriptton of relattonship I

N/A

Under penalties of perjury. I declare that I have examined this return, including accompanytng schedules and statements, and to the best of my knowledgeand belief, it is true. correct. and complete Declaration of preparer (other than taxpaya) is based on all information of which preparer hm: any knowledge ay '

retum with the preparerSign shown below (see instr )7Here } | Sale, Q3 } PRESIDENT yes no

Stgn e Date ' TitlePiTnt7'l'y"e preparer's name Preparer's signature Date Check ]_] if PTIN

- up I /3 l I self- employedPald MELISSA S PEIRCE /7" -1" 3 P00493104Preparer Firm's name 5 DAIGLE & ASSOCIATES LLP Firm's EIN D 0 1 - 0 8 2 5 5 0 8Use Only

Firm's address > 1 7 6 FEDERAL STREETBOSTON, MA 02110 Phoneno. 517-519-3350

Form 990-PF (2011)

12362212-02-11

08390129 135068 9172913

2011.05020 STRATEGIC GRANT PARTNERS, I 91729_1

Schedule B Schedule of Contributors(Form 990. 990-EZ,

OMB No 1545-0047

or 990-PF) > Attach to Form 990. Form 990-EZ, or Form 990-PF.Department 01 the TreasuryInternal Revenue Service 2011

Name of the organization Employer identication number

460512638STRATEGIC GRANT PARTNERS , INC .

Organization type (check one):

Filers of: Section:

Form 990 or 990-EZ I: 501 (c)( ) (enter number) organization

4947(a)(1) nonexempt chantable trust not treated as a pnvate foundation

527 political organization

Fonn 990-PF 501(c)(3) exempt private foundation

4947(a)(1) nonexempt chantable trust treated as a pnvate foundation

DDEDD 501(c)(3) taxable private foundation

Check if your organization IS covered by the General Rule or a Special Rule.Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

LY. For an organization filing Form 990, 990-EZ, or 990-PF that received, dunng the year, $5,000 or more n money or property) from any onecontnbutor. Complete Parts I and II.

Special Rules

I: For a section 501(c)(3) organization ling Fonn 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections509(a)(1) and 170(b)(1)(A)(vi) and received from any one contnbutor, dunng the year, a contnbution of the greater of (1) $5,000 or (2) 2%of the amount on (i) FOITTI 990, Part VIII, line 1h, or (II) Form 990-EZ, line 1. Complete Parts I and II.

I: For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contnbutor, dunng the year,total contributions of more than $1,000 for use exclusively for religious, charrtable, scientific, literary, or educational purposes, orthe prevention of cruelty to children or animals. Complete Parts I, II, and Ill.

1:] For a section 501(c)(7), (8), or (10) organization filing Fonn 990 or 990-EZ that received from any one contnbutor. dunng the year,contnbutions for use exclusively for religious, charitable, etc., purposes, but these contnbutions did not total to more than $1,000.If this box IS checked, enter here the total contnbutions that were received dunng the year for an exclusively religious, charitable, etc.,purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusivelyreligious, chantable, etc., contnbutions of $5,000 or more dunng the year. D $

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Fonn 990, 990-EZ, or 990-PF),but rt must answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on Part I, line 2 of its Fonn 990-PF, tocertify that it does not meet the ling requirements of Schedule B (Form 990, 990-EZ, or 990-PF).

LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Fonn 990, 990-EZ, or 990-PF) (2011)

123451 O1-23-12

Schedule B (Form 990, 990-EZ, or 990-PF) (2011) Page 2Name of organization Employer identification number

STRATEGIC GRANT PARTNERS , INC. 460512638

I.M Contributors (see Instructions). Use duplicate copies of Part I rf addrtlonal space IS needed.

(a) (b) (0) (d)No. Name, address, and ZIP + 4 Total contributions Type of contribution

1 ABRAMS FOUNDATION , INC . person KIPayroll El

22 2 BERKELEY STREET , 22ND FLR 159 , 249 . Noncash |:]

(Complete Part II If thereBOSTON , MA 0 2 1 1 5 is a noncash contnbution.)

la) lb) (6) (d)No. Name, address, and ZIP + 4 Total contributions Type of contribution

2 FRIEZE FAMILY FOUNDATION person [2]Pwm E]

170 WINDSOR ROAD 107 , 240 . Noncash |:I(Complete Part II If there

WABAN , MA 0 2 4 6 8 Is a noncash contnbution.)

la) (b) (0) Id)No. Name, address, and ZIP + 4 Total contributions Type of contribution

Payroll240 NEWBURY STREET , 2ND FLR 787 , 0 7 3 . Noncash |:|

(Complete Part II If thereBOSTON , MA 0 2 1 1 5 Is a noncash contribution.)

cm m) id idNo. Name, address, and ZIP + 4 Total contributions Type of contribution

4 JAMES J AND KIMBERLY s PALLOTTA Person IIIPwmu C3

130 ASH STREET 421 , 922 . Noncash I:I

(Complete Part II If thereWESTON , MA 0 2 4 9 3 Is a noncash contnbution.)

Ia) lb) (0) (d)No. Name, address, and ZIP + 4 Total contributions Type of contribution

JOSHUA AND ANITA BEKENSTEIN CHARITABLE5 FUND Person LE

Payroll El52 HIGH ROCK ROAD 422 , 0 75 . Noncash |:]

(Complete Part II If thereWAYLAND , MA 0 1 7 7 8 IS a noncash contnbution.)

(3) lb) (G) (d)No. Name, address, and ZIP + 4 Total contributions Type of contribution

6 KLARMAN FAMILY FOUNDATION peg-son IX]Payroll |:l

PO BOX 171627, 699 BOYLSTON ST., 638,907. Nmmmh [:]

BOSTON, MA 02117(Complete Part II If thereIs a noncash contnbution.)

123452 01-23-12

08390129 135068 9172918

Schedule B (Fonn 990, 990-EZ, or 990-PF) (2011)

2011.05020 STRATEGIC GRANT PARTNERS, I 91729__1

Schedule B (Form 990, 990-EZ, or 990-PF) (2011) Page 2III Name of organizationI

Employer identification number

STRATEGIC GRANT PARTNERS , INC. 46-0512638

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.

Ia) lb) (G) (d)No. Name, addi'ess, and ZIP + 4 Total contributions Type of contribution

7 LARSON FAMILY FOUNDATION Person ElPayroll CI

6 ARLINGTON STREET , UNIT 5 25 , 617 . Noncash El(Complete Part II if there

BOSTON , MA 0 2 1 1 6 is a noncash contnbution)

Ia) (b) (0) (d)No. Name, address, and ZIP + 4 Total contributions Type of contribution

8 MANNI ON FAMI LY FOUNDATION Person [EPayroll I:

13 COMMONWEALTH AVE 10 6 , 9 79 . Noncash |:I(Complete Part II if there

BOSTON , MA 0 2 1 1 5 is a noncash contnbution.)

(a) (bi (G) Id)No. Name, address, and ZIP + 4 Total contributions Type of contribution

9 MAURICE AND LOURDES PERI SAMUELS person (XIPayroll El

41 CLAYPIT HILL ROAD 312 , 083 . Noncash lj(Complete Part II if there

WAYLAND , MA 0 1 7 7 3 IS a noncash contnbution.)

Ia) (bl (GI Id)No. Name, address, and ZIP + 4 Total contributions Type of contribution

10 MICHAEL P AND JILL M STANSKY Person EPayroll I:

35 SKYVIEW LANE 105,975. Noncash I:I(Complete Part II if there

SUDBURY , MA 0 1 7 7 6 IS a noncash contribution)

Ia) lb) (0) Id)No. Name. address, and ZIP + 4 Total contributions Type of contribution

PHILLIP AND ELIZABETH GROSS FAMILY

1 1 FOUNDATI ON personPayroll El

45 KING LANE 636,036. Noncash I:(Complete Part II if there

CONCORD , MA 0 1 7 4 2 is a noncash contnbution.)

(a) (D) (cl Id)No. Name, address, and ZIP + 4 Total contributions Type of contribution

1 2 ROBERT AND MICHELLE COOKE ATCHINSON Pgfsgn ElPayroll CI

3 BURROUGHS ROAD 18 2 , 489 . Noncash |:|

LEXINGTON , MA 0 242 0(Complete Part II if thereIS a noncash contnbution.)

123452 01-23-12

08390129 135068 9172919

Schedule B(Fon1190.990-EZ, or 990-PF) (2011)


Schedule B (Form 990, 990-EZ, Or 990-PF) (2011) Page 2Name of organization Employer identification number

STRATEGIC GRANT PARTNERS , INC . 46-0512638

0s Contributors (see Instructions). Use duplicate copies of Part I If additional space IS needed.

la) lb) lc) ld)No. Name, address, and ZIP + 4 Total contributions Type of contribution

1 3 THE EDGERLEY FAMI LY FOUNDATION Person EPayroll :1

119 HYSLOP ROAD 257 , 451 . Noncash |:|(Complete Part II If there

BROOKLINE , MA 0 2 4 4 5 Is a noncash contnbutron.)


1 4 TI SI-IMAN FAMILY FOUNDATION , INC personrmwmr E]

50 ROWES WHARF, 6TH FLR 21,307. Noncash |:|(Complete Part II If there

BOSTON , MA 0 2 1 1 0 IS a noncash contnbutlon.)


1 5 WADE RUBINSTE IN Person Einput [3

311 GARFIELD RD 31,846. Noncash |:|

(Complete Part II If thereCONCORD , MA 0 1 7 4 2 Is a noncash contnbutlon.)


15 JILL BLOCK PersonPayroll |:]

311 GARFIELD RD 31,846. Noncash I:I(Complete Part II If there

CONCORD , MA 0 1 7 4 2 Is a noncash contnbutron.)


1 7 BRIGHT ANGEL FOUNDATION Person [KIPayroll I:

311 GARFIELD RD 3, 544. Noncash I:|(Complete Part II If there

CONCORD , MA 0 1 7 4 2 IS a noncash contnbutron.)


18 WILLIAM AND DAI SY HELMAN Person EGREYLOCK PARTNERS , ONE BRATTLE SQ , 4TH Payroll |:IFL

CAMBRIDGE. MA 02138123452 01-23-12

08390129 135068 91729

20

193. 588. Noncash |:|(Complete Part II If thereIS a noncash contnbutlon.)

Schedule B (Fonn E90, 990-EZ, or 990-PF) (2011)


Schedule B (Fonn 990, 990-E2, or 990-PF) (2011)Name of organization

STRATEGIC GRANT PARTNERS, INC.

Page 3Employer identification number

4 6 0 5 1 2 6 3 8

Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed

im (Q"' W FMV (or estimate) d

::rItfIl Description of noncash property given (see instructions) Date received

35

ia)(G)

No. (b) . (d)from Description of noncash property given FMV .(r esmpate) Date receivedPart | (see instructions)

55

(m (C)No. (b) . (d)

from Description of noncash property given FMV or st"3'at Date receivedPart I (see instructions)

$

im imN- (bi . id)

from Description of noncash property given FMV or st"iat) Date receivedPart I (see instructions)

(at

No' (b) FMV iorueitimate) (d)from Description of noncash property given . . Date receivedPart I (see instructions)

id idNo. b _ dfrom Description of noncash property given FMV (or estlmate) ( )Part I (see instructions)

Date received

123453 01-23-12

08390129 135068 91729

Schedule 8 (Form 990. 990-EZ. or990-PF) (2011)


Schedule B (Fon'n 990, 990-EZ, or 990-PF) (2011) Page 4Name of organization Employer identification number

STRATEGIC GRANT PARTNERS , INC. 460512538Part "1 Em, ,9, re igious. c an a e, e c.. in ivi ua con ri u ions 0 sec on c , , or organize ions Ilia! Iol more Ian $1,000 Ior fe

. _ year. Eomlete columns (a)through (e) and the following line entry. For organizations completing Part III, enterthe total of exclusively religious. charitable, etc., contributions of $1,000 or less for the year. (E,.te,m,s,,m,,mam,n once,Use duplicate copies of Part III if additional space IS needed.

(a) No.

|1;|0|:'|I (b) Purpose of gift (c) Use of gift (d) Description of how gift is heldar

(e) Transfer of gift

Transferee's name, adctess, and ZIP + 4 Relationship of transferor to transferee

(a) No.

3'0? (b) Purpose of gift (c) Use of gift (d) Description of how gift is heldar


Transferees name, adiiess, and ZIP + 4 Relationship of transferor to transferee

(a) No.

groin (b) Purpose of gift (c) Use of gift (d) Description of how gift is heldar


Transferee's name. address, and ZIP + 4 Relationship of transferor to transferee

(a) No.

ggrftfll (bl Purpose of gift (c) Use of gift (d) Description of how gift is held


Transferee's name, adckess. and ZIP + 4 Relationship of transferor to transferee

123454 o1-23-12 Schedule B (Form 990, 990-EZ. or 990-PF) (2011)22

08390129 135068 91729 20l1.05020 STRATEGIC GRANT PARTNERS, I 91729__1

2011DEPRECIATIONANDAMORTIZATIONREPORT

FORM990PFPAGE1990PF

AssetDaleLineUnadjustedBus/6ReductionInBasisForAccumulatedCurrentCurrentYear NoDBSCHDTIOHAcquiredMemoWeNCostOrBasisExclBasisDepreciationDepreciationSec179Deduction

BUILDINGS LEASEHOLDI IMPROVEMENTS090103sLV39.0017_123,593.hMm____123,59._*9901PFPG1TOTEM BUILDINGS123,593.0_123,59e.48,347.0.3,169.URNITURESc IXTURES

[- i

3,169.

ucoMe0TeRs6,0e1103L5.00167,037.7,037.7,037. <_0. 2OMPUTERS040605eL5.00162,921.2,321,, 3QMPUTER,031708sL5.00162,533.,2,533.1,648.__507.OMPUTERS03170e%L5.00162,043.$2,943.,,1,329,,6A409.OMPUTERS&

5QTTWARE012709sL5.0016_2,227._2,227.41,076.,f_445._6AgyUT'U____Q109EL5.00161,314.1,314,__592.263.

cAfRCOMPUTERS'"

8(2)061411sL5.00164,567.4,567.76.913.*9904??PG1'ToTAL3'"t""""t"**t FURNITUREaFIXTUR22,542.0.22,542,14,579.0._2,537.*GRANDTOTA 9?'PFPG1DEPR _,_-._-___l;l9;m1,___._2;_}4g14-333-4?5-0-5:705-

120102 05-01-11(D)-Assetdisposed*ITC,Section179,Salvage,Bonus,CommercialRevitalizationDeduction

23

ELECTION TO TREAT UNUSED PRIOR YEAR CORPUS DISTRIBUTIONSAS CURRENT YEAR CORPUS DISTRIBUTIONS

STRATEGIC GRANT PARTNERS. INC.46-0512638

TAX YEAR ENDING JUNE 30, 2012

Pursuant to Reg. 53 4942(a)-3(c)(2)(iv), the above referenced foundation hereby elects to treat,as a current corpus distribution, the following unused prior tax year's distributions that weretreated as corpus distributions under Reg. 53.4942(a)-3(d)(1)(iii) in such prior tax year

Tax Year Amount

2006 $ 668,763

Datesigned: <>7\ % @I& IVS

UL1

Joanna Jacobson, PresidentName and Title

STRATEGIC GRANT PARTNERS, INC.

FORM 990PF ACCOUNTING FEES

450512638

STATEMENT 1

(A) (B) (C) (D)EXPENSES NET INVEST- ADJUSTED CHARITABLE

DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES

ACCOUNTING 7,983. 0. 7,983.

TO FORM 990PF, PG 1, LN 16B 7,983. 0. 7,983.

FORM 990PF OTHER PROFESSIONAL FEES STATEMENT 2

FORM 990PF OTHER EXPENSES



CONSULTING 63.766. 0. 63,766.

TO FORM 990PF, PG 1, LN 16C 63,766. 0. 63.766.

FORM 990PF TAXES STATEMENT 3



EXCISE TAX 828. 0. 0.

TO FORM 990-PF, PG 1, LN 18 828. 0. 0.

STATEMENT 4

DESCRIPTION

FILING FEESOFFICE SUPPLIES &ADMINISTRATIONINSURANCEPAYROLL SERVICEPROFESSIONAL DEVELOPMENTDUES AND SUBSCRIPTIONS

08390129 135068 91729

(A) (B) (C) (D)EXPENSES NET INVEST- ADJUSTED CHARITABLEPER BOOKS MENT INCOME NET INCOME PURPOSES

541. 0. 541.

26,267. 0. 26,267.1,307. 0. 1,307.1,027. 0. 1,027.3,326. 0. 3,326.1,077. 0. 1,077.

24 STATEMENT(S) 1, 2, 3, 42011.05020 STRATEGIC GRANT PARTNERS. I 91729__1

STRATEGIC GRANT PARTNERS, INC. 460512638

COMMUNICATIONS 12,161. 0. 12,161.STAFF EXPENSES 1,787. 0. 1,787.MISCELLANEOUS 171. 0. 171.PENALTIES 24. 0. 0.

TO FORM 990PF, PG 1, LN 23 47,688. 0. 47,664.

FOOTNOTES STATEMENT 5

CONTRIBUTIONS TO STRATEGIC GRANT PARTNERS INC. BYNONOPERATING PRIVATE FOUNDATIONS ARE QUALIFYINGDISTRIBUTIONS UNDER THE PASS-THROUGH EXCEPTION ATREG. 53.4942(A)-3(C) AS THE FOUNDATION:

1. MAKES DISTRIBUTIONS IN AN AMOUNT EQUAL TO 100% OF THECONTRIBUTIONS RECEIVED IN THE FOUNDATION'S TAX YEAR, NOTLATER THAN THE CLOSE OF THE 1ST TAXABLE YEAR AFTER THE YEARSUCH CONTRIBUTIONS ARE RECEIVED.

2. SUCH DISTRIBUTIONS ARE QUALIFIED DISTRIBUTIONS.

3. SUCH DISTRIBUTIONS ARE MADE OUT OF CORPUS.

4. HAS NO REMAINING UNDISTRIBUTED INCOME FROM SUCH PRIORYEAR.

CONTRIBUTIONS To STRATEGIC GRANT PARTNERS INC. BYINDIVIDUALS ARE SUBJECT TO THE 50% AG: LIMITATION,AS STRATEGIC GRANT PARTNERS INC. QUALIPIES AS A PRIVATEFOUNDATION DESCRIBED IN IRC SECTION 170(B)(1)(A)(VII)AND (E)(II). AS THE FOUNDATION:

1. MAKES DISTRIBUTIONS IN AN AMOUNT EQUAL TO 100% OF THECONTRIBUTIONS RECEIVED IN THE FOUNDATION'S TAX YEAR, NOTLATER THAN THE 15TH DAY OF THE THIRD MONTH AFTER THE CLOSEOF SUCH TAXABLE YEAR.

2. SUCH DISTRIBUTIONS ARE QUALIFIED DISTRIBUTIONS.

3. SUCH DISTRIBUTIONS ARE MADE OUT OF CORPUS.

4. HAS NO REMAINING UNDISTRIBUTED INCOME FROM SUCH PRIORYEAR.

25 STATEMENT(S) 4,I 91729__108390129 135068 91729 2011.05020 STRATEGIC GRANT PARTNERS,

5

STRATEGIC GRANT PARTNERS, INC. 46-0512638

FORM 990PF DEPRECIATION OF ASSETS NOT HELD FOR INVESTMENT STATEMENT 6

COST OR ACCUMULATEDDESCRIPTION OTHER BASIS DEPRECIATION BOOK VALUE

COMPUTERS 7,037. 7,037. 0.COMPUTERS 2.821. 2,821. 0.COMPUTERS 2,533. 2,155. 378.COMPUTERS 2.043. 1,738. 305.COMPUTERS & SOFTWARE 2.227. 1.521. 706.COMPUTERS 1,314. 855. 459.LEASEHOLD IMPROVEMENTS 123,598. 12,016. 111,582.MAC AIR COMPUTERS (2) 4,567. 989. 3,578.

TOTAL TO FM 990PF. PART II. LN 14 146,140. f9,132. 117,008.

26 STATEMENT(S) 608390129 135068 91729 20l1.05020 STRATEGIC GRANT PARTNERS, I 9l729__1

Form 8868 Application for Extension of Time To File an

(FeV- Jaa'V 2-9) Exempt Organization Return OMB No- 1545-1709Department of the TreasuryInternal Revenue Service D File a separate application for each return.

0 If you are filing for an Automatic 3-Month Extension, complete only Part land check this box D 1:0 If you are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part II (on page 2 of this form).

00 not compme part ,i,i umiess you have already been granted an automatic 3-month extension on a previously led Form 8868.Electronic ling (3-),-,9) . You can electronically file Form 8868 if you need a 3-month automatic extension of time to file (6 months for a corporationrequired to file Form 990-T), or an additional (not automatic) 3-month extension of time. You can electronically le Form 8868 to request an extensionof time to file any of the fonns listed in Part I or Part II with the exception of Form 8870, Infonnation Retum for Transfers Associated With CertainPersonal Benefit Contracts, which must be sent to the IRS in paper format (see instructions). For more details on the electronic filing of this fon'n,visit www.irs.gov/ele and click on ele for Chanties & Nonprots.

; Automatic 3Month Extension of Time. Only submit original (no copies needed).

Part I only D :|All other corporations (including 1120-C lers), partnerships, REMICS, and trusts must use Form 7004 to request an extension of timeto file income tax retums.

Type or Name of exempt organization or other ler, see instructions. Employer identification number (EIN) orprint

F m STRATEGIC GRANT PARTNERS, INC. E 460512638I bale: dire :or Number, street, and room or suite no. If a P.0. box, see instmctions. Social secunty number (SSN)"""'9 V"' 2 4 0 NEWBURY STREET FL 2retum See'"5"U*'"5 City, town or post office, state, and ZIP code. For a foreign address, see instmctions. ,

BOSTON. MA 02116-2580

Enter the Fietum code for the retum that this application is for (file a separate application for each return)

Application Return Application ReturnIs For Code Is For CodeForm 990 01 Fonn 990-T (corporation) 07Form 990-BL 02 Form 1041 -A 08Form 990-EZ 01 Fonn 4720 09Form QQGPF 04 Form 5227 10

Form 990T (sec. 401 (a) or 408(a) trust) 05 Form 6069 11Form 990T (trust other than above) 06 Fonn 8870 12

ANNA S IKORSKY , OPERATIONS MANAGER0 The books are in the care of > 2 4 0 F PC , J 2 " 0, MA 0 2 1 J. 6

Te|ephoneNo.D 617"4-21-0970 FAXNo.D0 If the organization does not have an ofce or place of business in the United States, check this box D I:0 If this is for a Group Fietum, enter the organization's four digit Group Exemption Number (GEN) . If this is for the whole group, check thisbox D l: . If it is for part of the group, check this box D [:| and attach a list with the names and E|Ns of all members the extension is for.

1 I request an automatic 3-month (6 months for a corporation required to file Form 990-'I) extension of time until IFEBRUARY 1 5 , 2 0 1 3 , to file the exempt organization return for the organization named above. The extension

is for the organization's retum for:D El calendar year orDlgjtaxyearbeginning JUL 1. 2011 ,andending JUN 30: 2012

2 If the tax year entered in line 1 is for less than 12 months, check reason: I: Initial return I: Final retumChange in accounting penod

3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any

nonrefundable credits. See instructions. 3a $ 0 e ib If this application IS for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credrts and I

estimated taxpayments made. Include any pnor year overpayment allowed as a credit. 3b $ 0 .c Balance due. Subtract line 3b from line 3a. Include your payment with this form, if required,

by using EFFPS (Electronic Federal Tax Payment System). See instructions. 3c $ 0 .Caution. If you are going to make an electronic fund withdrawal with this Fonn 8868, see Form 8453-E0 and Form 8879-E0 for payment instructions.LHA For Privacy Act and Paperwork Reduction Act Notice, see Instructions. Form 8868 (Rev. 1-2012)

123941 '01-04-12 .

27 I08390129 135068 91729 2011.05020 STRATEGIC GRANT PARTNERS, I 91729_1

form 990-pf...form 990-pf (2011) strategic grant partners, inc. 46-0512638 page2 balance sheet 5...

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