kyle bass q3 letter

8/3/2019 kyle bass q3 letter

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efile GRAPHIC rint - DONOTPROCESS As Filed Data - DLN:93493252002000

Form990~

OMB No 1545-0047Return of Organization Exempt From Income Tax 2009nder section 501(c), 527, or 4947(a)( 1) of the Internal Revenue Code (except black lungbenefit trust or private foundation)D ep ar tm e nt o f t he T re as ur yIn te rn al R e ve nu e S e rv ic e ~The organization may have to use a copy of this return to satisfy state reporting requirements

Open to PublicInspectionA For the 2009 calendar year or tax year beginning 07-01-2009 and ending 06-30-2010B Check If applicable C Name of organization D Employer identification numberPlease THECONCORDREVIEWINCI Addresschange use IRS 04-2972675label or DOingBusinessAs ETelephone numberI Name change print orI Initial return type. See (978) 443-0022Specific Numberand street (or PO box Ifmall ISnot delivered to street address) I Room/suiteInstruc- GGrossreceipts $ 131,251I Termmated 730 BOSTONPOSTROADtions. ROOM/SUITE24I Amended return City or town, state or country, and ZIP+ 4I Application pending SUDBURY,MA 01776

F Name and address of principal officer H(a) Is this a group return foraffiliates? IYes P - No

H(b) Are all affiliates included? I Yes I NoIf"No," attach a list (see Instructions)

I Tax-exempt status P - 501(c) ( 3) " ' I I 1 I I (Insert no ) I 4947(a)(1) or 1527 H(c) Group exemption number ~J Website: ~ WWWTCR 0 RGK Form of organization P - Corporation I Trust I ASSOCiation Other ~ L Year of formation 1987 M State of legal domicile MA :.F - i Summary

1 Briefly describe the organization's mission or most significant activitiesPUBLICATION OF EDUCATIONAL ESSAYS. . .Q,..

< is..-~ 2 Check this box ~ If the organization discontinued ItS operations or disposed of more than 25% of ItS net assets0is 3 Number of voting members of the governing body (Part VI, line la) 3 2>6~ 4 Number of Independent voting members of the governing body (Part VI, line 1 b) 4 2-l>~ 5 Total number of employees (Part V, line 2a) 5 1~

6 Total number of volunteers (estimate If necessary) 67a Tota I gros s unre lated bus rn e ss reve nue from Part V II I, col umn (C), IIne 12 7a 0b Net unrelated bus mess taxable Income from Form 990-T, line 34 7b


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Form 990 (2009) Page 2lilMiUi Statement of Program Service Accomplishments1 Briefly describe the organization's missionPUBLICATION OF EDUCATIONAL ESSAYS

Did the organization undertake any significant program services durrnq the year which were not listed onthe prior Form 990 or 990-EZ?If "Yes," describe these new services on Schedule 0

3 Did the organization cease conducting, or make significant changes In how It conducts, any program

2 I"Yes P - No

serv ICes? I"Yes P - NoIf "Yes," describe these changes on Schedule 0

4 Describe the exempt purpose achievements for each of the organization's three largest program services by expensesSection SOl(c)(3) and SOl(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants andallocations to others, the total expenses, and revenue, If any, for each program service reported

4a (Code ) (Expenses $ 101,137 Including grants of $PUBUCATION AND RATING OF ESSAYS ON HISTORY WRITTEN BY SECONDARY SCHOOL STU DEN TS

) (Revenue $

4b (Code ) (Expenses $ Includinggrants of $ ) (Revenue $

4c (Code ) (Expenses $ Includinggrants of $ ) (Revenue $


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Form 990 (2009) Page 3. ~ . .hecklist of Required Schedules Yes No1 Is the organization described In section 501(c)(3) or4947(a)(1) (other than a private foundation)? If "Yes," Yes

complete Schedule A~ 12 Is the organization required to complete Schedule B, Schedule of Contributors? 2 No3 Did the organization engage In direct or Indirect political campaign activities on behalf of or In opposition to No

candidates for public office? If "Yes,"complete Schedule C, Part I 34 Section 501(c)(3) organizations. Did the organization engage In lobbv mq activities? If "Yes," complete Schedule C, NoPart I I 45 Section 501(c)(4), 501(c)(5), and 501(c)(6) organizations. Is the organization subject to the section 6033(e)

notice and reporting requirement and proxy tax? If "Yes,"complete Schedule C, Part III 56 Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the

right to provide advice on the distribution or Investment of amounts In such funds or accounts? If "Yes," complete NoSchedule 0, Part I~ 67 Did the organization receive or hold a conservation easement, Including easements to preserve open space,

the environment, historic land areas or historic structures? If "Yes," complete Schedule 0, Part II~ 7 No8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"

complete Schedule 0, Part II I ~ .Did the organization report an amount In Part X, line 21, serve as a custodian for amounts not listed In Part X, orprovide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes,"complete Schedule 0, Part I~

9

Did the organization, directly or through a related organization, hold assets In term, permanent,or quas r-endowments? If "Yes," complete Schedule 0, Part ~

11 Is the organization's answer to any of the following questions "Yes"? If so,complete Schedule 0,Parts VI, VII, VIII, IX, or X as applicable .

10

.. Did the organization report an amount for land, build mqs , and equipment In Part X, Ilne10? If "Yes," completeSchedule 0, Part VI.. . Did the organization report an amount for Investments-other s ec urttre s In Part X, line 12 that IS 5% or more ofItS total assets reported In Part X, line 16? If "Yes,"complete Schedule 0, Part VII... Did the organization report an amount for Investments-program related In Part X, line 13 that IS 5% or more ofItS total assets reported In Part X, line 16? If "Yes,"complete Schedule 0, Part VIII... Did the organization report an amount for other assets In Part X, line 15 that IS 5% or more of ItS total assetsreported In Part X, IIne 16? If "Yes," complete Schedule 0, Part IX... Did the orga ruzation report an amount for othe r ha bihtre s In Part X, line 25? If "Yes," complete Schedule 0, Part X.

.. Did the organization's separate or consolidated financial statements for the tax year Include a footnote thataddresses the organization's liability for uncertain tax positions under FIN 48? If "Yes," complete Schedule 0, PartX.

12 Did the organization obtain separate, Independent audited financial statements for the tax year? If "Yes,"completeSchedule 0, Parts XI, XII, and XII I ~

No

I 9 I I No

12 No

Yes

No0

11


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Form 990 (2009) Page 4No

.~.". Checklist of Required Schedules (continued)

25a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage In an excess benefit transaction witha dis qualrfre d person durrnq the yea r? If "Yes," complete Schedule L, Part I 25ar - - - - + - - - - - - r - - - - - -

b Is the organization aware that It engaged In an excess benefit transaction with a disqualified person In a prioryear, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If 25b"Yes," complete Schedule L, Part I

26 Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, ordisqualified person outstanding as of the end of the organization's tax year? If "Yes, "complete Schedule L, 26Part I I

27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantialcontributor, or a grant selection committee member, or to a person related to such an Individual? If "Yes," 27complete Schedule L, Part II I

28 Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IVInstructions for applicable filing thresholds, conditions, and exceptions)

21 Did the organization report more than $5,000 of grants and other assistance to governments and organizations Inthe United States on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II

22 Did the organization report more than $5,000 of grants and other assistance to Individuals In the United Stateson Part I X , column (A), line 2? If "Yes," complete Schedule I, Parts I and II I

23 Did the organization answer "Yes" to Part VII, Section A, questions 3,4, or 5, about compensation of theorganization's current and former officers, directors, trustees, key employees, and highest compensatedemployees? If "Yes," complete Schedule]

24a Did the organization have a tax-exempt bond Issue with an outstanding principal amount of more than $100,000as of the last day of the year, that was Issued after December 31, 2002? If "Yes," answer questions 24b-24d andcomplete Schedule K. If "No," go to line 25

b Did the organization Invest any proceeds of tax-exempt bonds beyond a temporary period exception?c Did the organization maintain an escrow account other than a refunding escrow at any time durrnq the yearto defease any tax-exempt bonds?

d Did the organization act as an "on behalf of" Issuer for bonds outstanding at any time durrnq the year?

a A current or former officer, director, trustee, or key employee? If "Yes,"complete Schedule L, PartIV

b A family member of a current or former officer, director, trustee, or key employee? If "Yes,"complete Schedule L, Part IV

cAn entity of which a current or former officer, director, trustee, or key employee of the organization (or a familymember) was an officer, director, trustee, or owner? If "Yes,"complete Schedule L, Part IV

29 Did the organization receive more than $25,000 In non-cash contributions? If "Yes,"complete Schedule M30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified

conservation contributions? If "Yes,"complete Schedule M31 Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,

Part I

24b

21

22 No

23 No

24a No

24c24d

No

No

No

No

28a No

28b No

28c No29 No

30 No

31 No


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Form 990 (2009) Page 5

Yes No. : l " ; H . ' . Statements Regarding Other IRS Filings and Tax Compliance

Yes

No

la Enterthe number reported In Box 3 of Form 1096,AnnualSummaryandTransmlttalof U.S. Information Returns. Enter -0- If not applicable

la ob Enter the number of Forms W-2G Included In line 1a Enter -0- If not applicable lb oc Did the organization comply with backup withholding rules for reportable payments to vendors and reportablegaming (gambling) winnings to prize winners?

2a Enter the number of employees reported on Form W-3, Transmittal of Wageand TaxStatements filed for the calendar year ending with or within the year covered by thisreturn

lc No

2a 1b If at least one IS reported on line 2a, did the organization file all required federal employment tax returns?Note: If the sum of lines 1a and 2a ISg reater than 250, you may be required to e-flle this return (seeInstructions)

3a Did the organization have unrelated business gross Income of$l,OOO or more durrnq the year covered by thisreturn?

2b

3a Nob If "Yes," has It filed a Form 990-T for this year? If "No," provide an explanation In Schedule 0

4a At any time durmq the calendar year, did the organization have an Interest In, or a signature or other authorityover, a financial account In a foreign country (such as a bank account, secuntre s account, or other financialaccount)?

b If"Yes," enter the name of the foreign country ~ ISee the Instructions for exceptions and filing requirements for Form TD F 90-22 1, Report of Foreign Bank andFinancial Accounts

3b

4a No

Sa Was the organization a party to a prohibited tax shelter transaction at any time durrnq the tax year?b Did any taxable party notify the organization that It was or IS a party to a prohibited tax shelter transaction?

Sa NoSb No

c If "Yes" to line Sa or 5b, did the organization file Form 8886-T, Disclosure by Tax-Exempt Entity RegardingProhibited Tax Shelter Transaction? Scr---+---r-----6a Does the organization have annual gross receipts that are normally greater than $100,000, and did theorganization solicit any contributions that were not tax deductible?

b If "Yes," did the organization Include with every solicitation an express statement that such contributions or giftswere not tax deductible? 6br---+---r-----

6a

7 Organizations that may receive deductible contributions under section 170(c).a Did the organization receive a payment In excess of$75 made partly as a contribution and partly for goods and 7aservices provided to the payor?

b If "Yes," did the organization notify the donor of the value of the goods or services provided? 7br---+---r-----c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which It was required to

file Form 8282? 7cd If "Yes," Indicate the number of Forms 8282 filed durmq the year I 7d I f----+---f------


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Form 990 (2009) Page 6Imu ' Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7bbelow, and for a "No" response to lines Sa, Sb, or lOb below, describe the circumstances,processes, or changes In Schedule O. See instructions.

Section A. Governing Body and ManagementYes No

2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with anyother officer, director, trustee, or key employee?

3 Did the organization delegate control over management duties customarily performed by or under the directs upervts ro n of officers, directors or trustees, or key employees to a management company or other person?

4 Did the organization make any significant changes to ItS organizational documents since the prior Form 990 wasfiled?

5 Did the organization become aware durmq the year of a material diversion of the organization's assets?6 Does the organization have members or stockholders?7a Does the organization have members, stockholders, or other persons who may elect one or more members of thegoverning body?bAre any decis rons of the governing body subject to approval by members, stockholders, or other persons?8 Did the organization contemporaneously document the meetings held or written actions undertaken durmq the

year by the followinga The governing body? 8a Yes1--+----+---Yes

la Enterthe nurnb er of votmq members of the governing bodyb Enter the number of voting members that are Independent

I la I

7b

2I lb I 2

2

No

No

3 No

4 No5

NoNo

7a NoNo

b Each committee with authority to act on behalfofthe governing body? 8b1--+----+---9 Is there any officer, director, trustee, or key employee listed In Part VII, Section A, who cannot be reached at theorganization's mailing address? If"Yes," provide the names and addresses In Schedule 0 9

Section B. Policies (This Section B requests information about policies not required by the InternalRevenue Code.)lOa No

b If "Yes," does the organization have written policies and procedures governing the activities of such chapters,affiliates, and branches to ensure their operations are consistent with those of the organization? lObr - - - - + - - - - - - r - - - - - -11 Has the organization provided a copy of this Form 990 to all members of ItS governing body before filing the form?

lOa Does the organization have local chapters, branches, or affiliates?

11

Yes No

NollA Describe In Schedule 0 the process, If any, used by the organization to review the Form 990

12a Does the organization have a written conflict of Interest policy? If "No,"go to line 13 12a NobAre officers, directors or trustees, and key employees required to disclose annually Interests that could give riseto conflicts? 12b


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Form 990 (2009) Page 7iiitiWd Compensation of Officers, Directors,Trustees, Key Employees, Highest CompensatedEmployees, and Independent Contractors

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated EmployeeslaComplete this table for all persons required to be listed Report compensation for the calendar year ending with or within the organization'stax year Use Schedule J-2 If additional space IS needed.. List all of the organization's current officers, directors, trustees (whether Individuals or organizations), regardless of amountof compensation, and current key employees Enter -0- In columns (D), (E), and (F) If no compensation was paid.. List all of the organization's current key employees See Instructions for definition of "key employee". . List the organization's five current highest compensated employees (other than an officer, director, trustee or key employee)who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from theorganization and any related organizations.. List all of the organization's former officers, key employees, or highest compensated employees who received more than $100,000of reportable compensation from the organization and any related organizations.. List all of the organization's former directors or trustees that received, In the capacity as a former director or trustee of theorganization, more than $10,000 of reportable compensation from the organization and any related organizationsList persons In the following order Individual trustees or directors, Institutional trustees, officers, key employees, highestcompensated employees, and former such personsICheck this box If the organization did not compensate any current or former officer, director, trustee or key employee

(A)Name and Title

WILLFITZHUGHDIRECTOR

(8)Averagehoursperweek

(C)Position (check allthat apply)

o

11Q='.[.-. . . . ,

(0) (E) (F)Reportable Reportable Estimatedcompensation compensation amount of otherfrom the from related compensation

organization (W- organizations from the2/1099-MISC) (W- 2/1099- organization and

MISC) relatedorganizations

C AR TE R BA CO NDIRECTOR o

4000x

xo o

18,000 o


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Form 990 (2009) Page 8lb Total . 18,00012 Total number of mdrvrduals (Including but not limited to those listed above) who received more than

$100,000 In reportable compensation from the orqamzatrone-

Yes No3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee

on line 1a? If "Yes," complete Schedule] for such individual 3 No4 For any mdrvrdual listed on line la, IS the sum of reportable compensation and other compensation from theorganization and related organizations greater than $150,000? If "Yes," complete Schedule] for such

individual 4 No5 Did any person listed on line la receive or accrue compensation from any unrelated organization for services

rende red to the orga ruzatro n? If "Yes," complete Schedule] for such person 5 No

Section B. Independent Contractors1 Complete this table for your five highest compensated Independent contractors that received more than

$100,000 of compensation from the organization(A) (8) (C)

Nameand businessaddress Descnptionof services Compensation

2 Total number of Independent contractors (Including but not limited to those listed above) who received more than$100,000 In compensation from the organization ~

Form 990 (2009)


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Form 990 (2009) Page 9l~iIIl'''n Statement of Revenue(A) (8) (C) (0)

Total revenue Related or Unrelated Revenueexempt business exc luded fromfunction revenue tax underrevenue sections

512,513,or514

~$ la Federated campaigns laCC2 : ; : : 1 b M em b e rs hip due s lb0')0~E e Fundra ts mq events le. . . . . . . , ( t= ~ d Related organizations ldc - ; . . ; : : : :. . . . . . . , . , e e Government grants (contnbutions) leC"::;;0 f All other contnbunons, giftS, grants, and 1f 104,701"- . . .]:: Similar amounts not Included above9 Noncash contributions Included In";::0~ " E lines 1 a -lf $(,)(1:: h Total. Add lines la-lf . . . 104,701

(],l Business Code:::; 2a SUBSCRIPTION INCOME 24,150 24,150~~ b RATING FEEINCOME 2,400 2,400q.. e< . ; >S; d. ..sC e~ f A II other program service revenuev0& : 9 Total. Add lines 2a-2f . . . 26,550

3 Investment Income (Including drv rd end s , Interestand other Similar amounts) . . .

4 Income from Investment of tax-exempt bond proceeds . . .5 Royalties . . .

(I) Real (II) Personal6a Gross Rentsb Less rentalexpensese Rental Incomeor (loss)


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Form 990 (2009) Page 10Imi.!j Statement of Functional ExpensesSection 501(c)(3) and 501(c)(4) organizations must complete all columns.

All other organizations must complete column (A) but are not required to complete columns (8) (C) and (0),00 not include amounts reported on lines 6b, (A) (8) (C) (0)Program service Management and FundraISing7b, 8b, 9b, and lOb of Part VIII. Total expenses expenses general expenses expenses1 Grants and other assistance to governments and organizations

In the U S See Part IV, line 21

2 Grants and other assistance to mdrvrduals In theU S See Part IV, line 223 Grants and other assistance to governments,

organizations, and mdrvrduals outside the U S SeePart IV, lines 15 and 16

4 Benefits paid to or for members5 Compensation of current officers, directors, trustees, and

key employees 18,000 18,0006 Compensation not Included above, to disqualified persons

(as defined unde r section 4958 (f)(l and personsdescribed In section 4958(c)(3)(B)

7 Other salaries and wages8 Pension plan contributions (Include section 401(k) and section

403(b) employer contributions)9 Other employee benefits10 Payroll taxes 1,402 1,40211 Fees for services (non-employees)a Managementb Legalc Accounting 3,000 3,000d t.obbvmqe Profes s rona I fund raISIng SeePart IV, line 17f Investment management feesg Other

12 Adve rtrs inq and promotion13 Office expenses14 Information tec hnology15 Royalties16 Occupancy 18,000 13,500 4,50017 Travel 6,854 6,854


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Form 990 (2009) Page 11Im.:a Balance Sheet(A) (8)

Beginning of year End of year1 Cas h- non- Interest- beanng 43,874 1 39,2792 Savings and temporary cash Investments 23 Pledges and grants receivable, net 34 Accounts receivable, net 45 Receivables from current and former officers, directors, trustees, key employees, andhighest compensated employees Complete Part II of

Schedule L 56 Receivables from other disqualified persons (as defined under section 4958 (f)(1 and

pers0ns des crib edin sec t Ion 4958 (c )( 3)(B) Complete Part II ofSchedule L 6I,h- 7 Notes and loans receivable, net 7cJ)

v 8 Inventories for sale or use 8,/> 9 Prepa id ex penses and defe rred c harges 9lOa Land, burldmqs , and equipment cost or other bas is Complete Part 188,443

VI of Schedule 0 lOab Less accumulated depreciation lOb 178,952 10,280 10c 9,491

11 Investments-publicly traded sec urttre s 1112 Investments-other sec urttre s See Part IV, line 11 1213 I nves tme nts -prog ram- related See Part IV, line 11 1314 Intangible assets 1415 Other assets See Part IV, line 11 1516 Total assets. Add IInes 1 throug h 15 (mus t equaI line 34) 54,154 16 48,77017 Accounts payable and accrued expenses 1718 Grants payable 1819 Deferred revenue 1920 Tax-exempt bond liabilities 20'.I'.9 ! 21 Escrow or custodial account liability Complete Part IVof Schedule 0 21=: 22 Payables to current and former officers, directors, trustees, key-: . c employees, highest compensated employees, and disqualified~: . : : : : l persons Complete Part I I of Schedule L 2223 Sec ured mortgages and notes payable to unrelated third parties 2324 Unsecured notes and loans payable to unrelated third parties 2425 Other liabilities Complete Part X of Schedule D 25


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Form 990 (2009) Page 12. : . F . T i . : Financial Statements and ReportingYes No

1 Accounting method used to prepare the Form 990 ICash P - Accrual 10therIf the organization changed Its method of accounting from a prior year or checked "0 ther," explain In Schedule 0

2a Were the organization's financial statements compiled or reviewed by an Independent accountant? 2a Nob Were the organization's financial statements audited by an Independent accountant? 2b Noc If "Yes," to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the

audit, review, or compilation of ItS financial statements and selection of an Independent accountant?If the organization changed either ItS oversight process or selection process durmq the tax year, explain InSchedule 0 2c

d If"Yes"to line 2a or2b, check a box belowto Indicate whether the financial statements for the year were Issuedon a consolidated bas is, separate bas is, or bothISeparate basis IConsolidated bas is IBoth consolidated and separated bas is

3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth In theSingle Audit Act and OMB Crrc ula r A v Ld S? 3a

b If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the req uire d 3baudit or audits, explain why In Schedule 0 and describe any steps taken to undergo such audits

Form 990 (2009)


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efile GRAPHIC rint - DO NOT PROCESS As Filed Data - DLN:93493252002000SCHEDULE A(F orm 9 90 o r 9 90 EZ )

OMB No 1545-0047Public Charity Status and Public Support 2009Departmentf theTreasuryInternalRevenueervice

Complete if the organization isa section S01(c)(3) organization or a section4947(a)(1) nonexempt charitable trust.

Name of the organizationTHE CONCORD REV IEW INC

... Attach to Form990 or Form990-EZ.... See separate instructions.Opento PublicInspection

Employer identification number

Reason for Public Charit See instructionsThe organization IS not a private foundation because It IS (For lines 1 through 11, check only one box)1 I A church, convention of churches, or association of churches section 170(b)(1)(A)(i).2 I A school described In section 170(b)(1)(A)(ii). (Attach Schedule E )3 I A hospital or a cooperative hospital service organization described In section 170(b)(1)(A)(iii).4 I A medical research organization operated In conjunction with a hospital described In section 170(b)(1)(A)(iii). Enter the

hospital's name, City, and state

5 I An organization operated for the benefit of a college or university owned or operated by a governmental unit described Insection 170(b)(1)(A)(iv). (Complete Part II )6 I A federal, state, or local government or governmental unit described In section 170(b)(1)(A)(v).7 I An organization that normally receives a substantial part of ItS support from a governmental unit or from the general public

described Insection 170(b)(1)(A)(vi) (Complete Part II )

8 I A community trust described In section 170(b)(1)(A)(vi) (Complete Part II )9 P- An organization that normally receives (1) more than 331/3% of ItS support from contributions, membership fees, and gross

receipts from activities related to ItS exempt func ttons=-s ubje c t to certain exceptions, and (2) no more than 331/3% ofItS support from gross Investment Income and unrelated business taxable Income (less section 511 tax) from businessesac quire d by the orga ruzation afte r June 30, 1975 See section S09(a)(2). (Complete Part II I )

10 I An organization organized and operated exclus rvelv to test for pubhc safety Seesection S09(a)(4).11 I An organization organized and operated exc lus rve lv for the benefit of, to perform the functions of, or to carry out the purposes of

one or more publicly supported organizations described In section 509(a)(1) or section 509(a)(2) See section S09(a)(3). Checkthe box that describes the type of supporting organization and complete lines lle through llha IType I b IType II c IType III - Functionally Integrated d IType III - 0 ther

e I By checking this box, I certify that the organization IS not controlled directly or Indirectly by one or more disqualified personsother than foundation managers and other than one or more publicly supported organizations described In section 509(a)(1) orsection 509(a)(2)If the organization received a written determination from the IRS that It IS a Type I, Type II orType III supporting organization,check this box If

9 Since August 17,2006, has the organization accepted any gift or contribution from any of thefollowmq persons?(i) a person who directly or Indirectly controls, either alone or together With persons described In (II) Yes No


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Schedule A (Form 990 or 990-EZ) 2009 Page 2Mihii'. Support Schedule for Organizations Described in IRC 170(bH1HAHiv) and 170(bH1HAHvi)(Complete only If you checked the box on line 5, 7, or 8 of Part I.)Section A Public Support(f) Totalalendaryear (or fiscal year beginningIn)

1 Grfts , grants, contributions, andmembership fees received (Do notInclude any "unusualgrants ")

2 Tax revenues lev re d for theorga ruzatron' s benefit and eithe rpaid to or expended on ItSbehalf

3 The value of services or facilitiesfurnished by a governmental unit tothe organization without charge

4 Total. Add lines 1 through 35 The portion of total contributions by

each person (other than agovernmental unit or publiclysupported organization) Included online 1 that exceeds 2% of theamount shown on line 11, column(f)

6 Public Support. Subtract line 5 fromline 4

(a) 2005 (b) 2006 (c) 2007 (d) 2008 (e) 2009

Section B.Total Support(f) Totalalendaryear (or fiscal year beginningIn)

7 A mounts from line 4S Gross Income from Interest,

dividends, payments received onsecuntre s loans, rents, royaltiesand Income from similarsourc es

9 Net Income from unrelatedbusiness activities, whether ornot the busine ss IS regularlycarried on

10 Other Income (Explain In PartIV ) Do not Include gain or lossfrom the sale of capital assets

11 Total support (Add lines 7through 10)

12 Gross receipts from related activities, etc (See Instructions)

(b) 2006a) 2005 (c) 2007 (d) 2008 (e) 2009

I 12 I13 First FiveYears If the Form 990 IS for the orga ruzatron's f rs t, sec ond, third, fourth, or fifth tax yea r as a 501 (c)(3) orga ruzatio n,

check this box and stop here ...,


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Schedule A (Form 990 or 990-EZ) 2009 Page 3MihiinM Support Schedule for Organizations Described in IRCS09(a)(2)(Complete only If you checked the box on line 9 of Part I.)Section A Public Support

(f) Totalalendar year (or fiscal year beginningIn)1 Grfts , grants, contributions, and

membership fees received (Do notInclude any "unusual grants ")

2 Gross receipts from adrru ssro ns,merc handISe sold or serv ICesperformed, or facilities furnished Inany activity that IS related to theorganization's tax-exemptpurpose

3 Gross rec eIpts from a c trv rtre s thatare not an unrelated trade orb usiness under section 513

4 Tax revenues lev re d for theorga ruzatron' s benefit and eithe rpaid to or expended on ItSbehalf

5 The value of services or facilitiesfurnished by a governmental unit tothe organization without charge

6 Total. Add lines 1 through 57a Amounts Included on lines 1,2,

and 3 received from disqualifiedpersons

b Amounts Included on lines 2 and 3received from other thandis qua lrfie d persons that exc eedthe greate r 0f $5,000 0r 1% 0f theamount on line 13 for the yearc Addllnes7aand7b

S Public Support (Subtract line 7cfrom line 6 )

(a) 2005 (b) 2006 (c) 2007 (d) 2008 (e) 2009

172,100 189,436 145,741 127,615 104,701 739,593

29,361 35,180 29,372 24,762 26,550 145,225

201,461 224,616 175,113 152,377 131,251 884,818

98,675

98,675786,143

24,361

24,361

30,180

30,180

24,372

24,372

19,762

19,762

Section B Total SupportCalendar year (or fiscal year beginning

In) (a) 2005 (b) 2006 (c) 2007 (d) 2008 (e) 2009 (f) Total9 Amounts from line 6 884,818

lOa Gross Income from Interest,dividends, payments received onsec untre s loans, rents, royaltiesand Income from similarsourc es

b Unrelated b usiness taxableIncome (less section 511 taxes)

201,461 224,616

338

175,113

709

152,377 131,251

1,047


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Schedule A (Form 990 or 990-EZ) 2009 Page 4Miti"- Supplemental Information. Supplemental Information. Complete this part to provide the explanationrequired by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Provide any other additionalinformation. See instructions


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efile GRAPHIC rint - DONOTPROCESS As Filed Data - DLN:93493252002000SCHEDULE D(Form 990)

OMB No 1545-0047

Supplemental Financial Statements 2009Departmentf theTreasuryInternalRevenueervice

~ Complete if the organization answered "Yes," to Form 990,Part IV, line 6, 7, 8, 9, 10, 11, or 12.

~ Attach to Form 990. ~ See separate instructions.Name of the organizat ionTHE CONCORD REV IEW INC

Open to PublicInspectionEmployer identification number04-2972675

orqaruzatron answere Yes to Form Part IV me(a) Donor advised funds (b) Funds and other accounts

1 Total number at end of year2 Aggregate contributions to (during year)3 Aggregate grants from (during year)4 Aggregate value at end of year

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete If thed " 990 I 6

5 Did the organization Inform all donors and donor advisors In writing that the assets held In donor advisedfunds are the organization's property, subject to the organization's exclusive legal control? I"Yes

6 Did the organization Inform all grantees, donors, and donor advisors In writing that grant funds may beused only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purposeconferring Impermissible private benefit I"Yes P - No.H, . I Conservation Easements. Complete If the organization answered "Yes" to Form 990, Part IV, line 7.

1 Purpose(s) of conservation easements held by the organization (check all that apply)I" Pres erv atro n of land for public use (e g , rec re atro n or pleas ure) I" Pres erv atro n of an his to ric ally rrnporta ntly land areaI" Protection of natural habitat I" Preservation of a certified historic structureI" Preservation of open space

2 Complete lines 2a-2d If the organization held a qualified conservation contribution In the form of a conservationeasement on the last day of the tax year

a Total number of conservation easementsb Total acreage restricted by conservation easementsc Number of conservation easements on a certified historic structure Included In (a)d Number of conservation easements Included In (c) acquired after 8/17/06

Held at the End of the Year2a2b2c2d

3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization durrnqthe taxable year ~ _

4 Number of states where property subject to conservation easement IS located ~ _5 Does the organization have a written policy regarding the periodic monitoring, Inspection, handling of violations, and


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Schedule D (Form 990) 2009 Page 2lilffiin! Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)3 USing the organization's accession and other records, check any of the followmq that are a significant use of ItS collection

Items (check all that apply)a I PubliC exhibitionb I Scholarly research

d I Loan or exchange programsI 0 ther

c I Preservation for future generations4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose In

Part XIV

lilffiiN Escrow and Custodial Arrangements. Complete If the organization answered "Yes" to Form 990,Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

5 DUring the year, did the organization solicit or receive donations of art, historical treasures or other similarassets to be sold to raise funds rather than to be maintained as part of the organization's collection? IYes

1a Is the organization an agent, trustee, custodian or other Intermediary for contributions or other assets notIncluded on Form 990, Part X? IYes

b If "Yes," explain the arrangement In Part XIV and complete the followmq table

c Beginning balanced Additions durmq the yeare Distributions durrnq the yearf Ending balance2a Did the organization Include an amount on Form 990, Part X, line 21?b If "Yes," explain the arrangement In Part XIV

Amount1c1d1e1f IYes P - No

.:.ll .... Endowment Funds. Complete If the organization answered "Yes" to Form 990 Part IV line 10.(a)Current Year (b)Pnor Year (c)Two YearsBack (d)Three YearsBack (e)Four YearsBack

1a Beginning of year balanceb Contributionsc Investment earnings or lossesd Grants or scholarshipse Other expenditures for facilities

and programsf Administrative expenses9 End of year balance

2 Provide the estimated percentage of the year end balance held asa Board designated or quasI-endowment ~ %


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Schedule D (Form 990) 2009 Page 31 : E . T i . ' ' ' . Investments Other Securities. See Form 990 Part X hne 12.(a) Description of security or category (b)Book value (c) Method of valuation(Including name of security) Cost or end-of-year market value

Financial derivativesClosely-held equity InterestsOther

Total. (Column (b) should equal Form 990, PartX, col (8) Ime12) ~l~iIIl''''~ Investments-Program Related. See Form 990 Part X hne 13.

(a) Description of Investment type (b) Book value (c) Method of valuationCost or end-of-year market value


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Schedule D (Form 990) 2009 Page 4.:.ll.~'. Reconciliation of Change in Net Assets from Form 990 to Financial Statements1 Total revenue (Form 990, Part VIII, column (A), line 12) 12 Total expenses (Form 990, Part IX, column (A), line 25) 23 Excess or (deficit) for the year Subtract line 2 from line 1 34 Net unrealized gains (losses) on Investments 45 Donated services and use of fac rlrtre s 56 Investment expenses 67 Prior period adjustments 78 Other (Describe In Part XIV) 89 Total adjustments (net) Add lines 4 - 8 910 Excess or (deficit) for the year per financial statements Combine lines 3 and 9 10I:l";H~UReconciliation of Revenue per Audited Financial Statements With Revenue per Return1 Total revenue, gains, and other support per audited financial statements 12 Amounts Included on line 1 but not on Form 990, Part VIII, line 12a Net unrealized gains on Investments 2ab Donated services and use of fac rlrtre s 2bc Recoveries of prior year grants 2cd Other (Describe In Part XIV) 2de Add lines 2a throug h 2d 2e3 Subtract line 2e from line 1 34 Amounts Included on Form 990, Part VIII, line 12, but not on line 1a Investment expenses not Included on Form 990, Part VIII, line 7b I 4a Ib Other (Describe In Part XIV) 4bc Add IInes 4a and 4b 4c

5 Total Revenue Add lines 3 and 4c. (This should equal Form 990, Part I, line 12 ) 5:.ll.~'' '1Reconciliation of Expenses per Audited Financial Statements With Expenses per Return1 Total expenses and losses per audited financial

state ments 12 Amounts Included on line 1 but not on Form 990, Part IX, line 25a Donated services and use of fac rlrtre s 2ab Prior year adjustments 2bc Other losses 2cd Other (Describe In Part XIV) 2d


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efile GRAPHIC rint - DO NOT PROCESS As Filed Data - DLN:93493252002000SCHEDULE 0(F orm 9 90 )

OMB No 1545-0047Supplemental Information to Form 990 2009

D ep ar tm e nt o f t he T re as ur yIn te rn al R e ve nu e S e rv ic e

Complete to provide information for responses to specific questions onForm 990 or to provide any additional information.

~ Attach to Form 990.Name of the organizat ionTHE CONCORD REV IEW INC

Opento PublicInspectionEmployer identification number04-2972675

Identifier Return Reference ExplanationORGANIZA TION'S PROCESS USED TO REVlEW FORM FORM 990, PAGE 6, PART VI, LINE NO REVIEW WAS OR WILL BE CONDUCTED990 11GOVERNING DOCUMENTS DISCLOSURE EXPLANA TION FORM 990, PAGE 6, PART VI, LINE NO DOCUMENTS AVAILABLE TO THE

19 PUBLICFor Pape rwo rk Reducbon Ac t Nobce, see t he Inst rucbons for Form 990 Cat No 51056K Sc hedule 0 (Form 990)2009


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lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - IForm 4562

DLN:934932520020001OMB No 1545-0172epreciation and Amortization

(Including Information on Listed Property) 2009D ep ar tm e nt o f t he T re as ur yIn te rn al R e ve nu e S e rv ic e

,. ..See separate instructions. ,.. .Attach to your tax return. AttachmentSequence No 67

Business or activity to which this form relates Ident ifying numberame(s) shown on returnTHE CONCORD REVIEWINC

INDIRECT DEPRECIATION 04-2972675Election To Expense Certain Property Under Section 179Note: If you have any listed property, complete Part V before you complete Part I.

2

. :E .Ti .1 Maximum amount See the Instructions for a higher limit for certain businesses2 Total cost of section 179 property placed In service (see Instructions)3 Threshold cost of section 179 property before reduction In limitation (see Instructions)4 Reduction In limitation Subtract line 3 from line 2 Ifzero or less, enter -O-S Dollar limitation for tax year Subtract line 4 from line 1 Ifzero or less, enter -0- If married filingseparately, see Instructions

1 250,000

3 800,0004

5

6 (a) Description of property (b) Cost (business use (c) Elected costonly)6

7 Listed property Enter the amount from line 29 I 7 I8 Total elected cost of section 179 property Add amounts In column (c), lines 6 and 7 89 Tentative deduction Enter the smaller of line 5 or line 8 910 Carryover of disallowed deduction from line 13 of your 2008 Form 4562 1011 BusinessIncomelimitation Enterthe smaller of businessIncome(not lessthan zero) or line 5 (see Instructions) 1112 Section 179 expense deduction Add lines 9 and 10, but do not enter more than line 11 1213 Carryoverofdlsallowed deduction to 2010 Add lines 9 and 10, less line 12 . , . . . I 13 INote: Do not use Part II or Part III below for listed property. Instead use Part V.. : n R . , . Special Depreciation Allowance and Other Depreciation (Do not Include listed property) (See Instructions)14 Special depreciation allowance for qualified property (other than listed property) placed In service durmq thetax year (see Instructions) 14

15 Property subject to section 168(f)(1) election 1516 0 the r deprec ration (Inc IudIng ACRS) 16 7,0631:E.Ti. ,n MACRSDepreciation (Do not Include listed property.) (See mstructions.)


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Form 4562 (2009) Page 2lriN Listed Property (Include automobiles, certain other vehicles, cellular telephones, certain computers, andproperty used for entertainment, recreation, or arnusernent.)Note: For any vehicle for which you are using the standard mileage rate or deducting lease expense,complete only 24a, 24b, columns (e) through (c) of Section A, all of Section B, and Section C if applicable.

24a Do you have ev idence to support the busmess/mv estment use claimed?re sro 24b If "Yes," ISthe ev idence written? r y e s r No(e) (e) (i)

(a) (b) Business/ (d) BaSISor depreciation (f) (g) (h) ElectedTypeof property (list Date placed In Investment Costo r other (business/ Investment Recovery Method/ Depreciation/ section 179vehicles first) service use basis useonly) penod Convention deduction costpercentage25SpeCiai depreciation allowance for qualified listed property placed Inservicedunng the tax year and used more than

1250% In a qualified busmessuse (see instructions)26 Pro pertv used m O C 1 than 50% In a qualified bus mess use

I ~ I27 Property used 50% or less In a qualified bus mess use

% S/L -% S/L -% S/L -

28 Add amounts In column (h), lines 25 through 27 Enter here and on line 21, page 1 I 2829 Add amounts In column (I), line 26 Enter here and on line 7, page 1 I 29

Section B-Informatlon on Use of VehiclesComplete this section for vehicles used by a sole proprietor, partner, or other "more than 5% owner," or related personIf you provided vehicles to your employees first answer the questions In Section C to see If you meet an exception to completing this section for those vehicles30 Total bus messZmve stme nt miles driven durmq the (a) (b) (e) (d) (e) (f)Vehicle 1 Vehicle 2 Vehicle 3 Vehicle 4 Vehicle 5 Vehicle 6year (do not Include commuting miles)31 Total commuting miles driven durmq the year32 Total other personaltno nc cmmutmq) miles driven33 Total miles driven durmq the year Add lines 30through 32

34 Was the vehicle available for personal use Yes No Yes No Yes No Yes No Yes No Yes Nodurrnq off-duty hours?

35 Was the vehicle used primarily by a more than 5%owner or related person?

36 I s anothe r ve hr c Ie ava ila ble for persona I use?Section C-Questlons for Employers Who PrOVide Vehicles for Use by Their EmployeesAnswer these questions to determine If you meet an exception to completing Section B for vehicles used by employees who are not more than

5% owners or related persons (see Instructions)


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Additional Data

Softwa re ID:Software Version:

EIN: 04-2972675Name: THE CONCORD REVIEW INC

Form 990, Part III - 4 Program Service Accomplishments (See the Instructions)

(Code ) (Expenses $ 7,063 Including grants of $ ) (Revenue $4d. Other program services


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Form 990, Part IX - Statement of Functional Expenses - 24a - 24e Other ExpensesDo not include amounts reported on line (A) (8) (e) (D)

6b, Bb, 9b, and lOb of Part VIII. Total expenses Program service Management and Fundraisingexpenses general expenses expenses

PUBLISHING & PRINTING 42,094 42,094CONTRACT LABOR 10,934 10,934OFFICE EXPENSES 6,530 6,530

DUES &SUBSCRIPTIONS 5,000 5,000AWARDS & EVENTS 5,000 5,000

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