BROOKLINE COMMUNITY FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BROOKLINE COMMUNITY FOUNDATION INC (EIN 04-2103944)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-10-31
IRS object ID
202323049349300222
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-31T07:44:56-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431985162PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SMITH SULLIVAN & BROWN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line180 FLANDERS ROAD - SUITE 302AddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103944EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BROOKLINE COMMUNITY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBROOBusinessNameControlTxt
Phone6175664442PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 WEBSTER PLACEAddressLine1Txt
CityBROOKLINECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02445ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGIOIA PERUGINIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6175664442PhoneNum
Signature2023-10-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGIOIAPersonFirstNm
Person LastPERUGINIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANDRA M BROWN CPAPreparerPersonNm
PTINP01614103PTIN
Phone5088717178PhoneNum
Preparation2023-10-16PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGIOIA PERUGINIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 WEBSTER PLACEAddressLine1Txt
CityBROOKLINECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02445ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,007,453GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BROOKLINECOMMUNITY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1905FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or Mission(SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENT)THE BROOKLINE COMMUNITY FOUNDATION CREATES OPPORTUNITY AND PROMOTES EQUITY THROUGH THE TRANSFORMATIVE POWER OF GIVING.OUR VISION IS A BETTER BROOKLINE FOR ALL.SINCE 1999, THE BROOKLINE COMMUNITY FOUNDATION HAS BUILT ON ITS HISTORY AS A GRASSROOTS CHARITABLE ORGANIZATION TO BECOME A TRUSTED, COLLABORATIVE COMMUNITY FOUNDATION. TODAY, BCF STRENGTHENS THE BROOKLINE COMMUNITY THROUGH STRATEGIC GRANTMAKING, RESEARCH AND CONVENINGS, AND INNOVATIVE PHILANTHROPIC PARTNERSHIPS.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Volunteers51TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,075,738PYContributionsGrantsAmt
CY Contributions Grants$1,663,809CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$337,722PYInvestmentIncomeAmt
CY Investment Income$267,303CYInvestmentIncomeAmt
PY Other Revenue$40,697PYOtherRevenueAmt
CY Other Revenue$25,243CYOtherRevenueAmt
PY Total Revenue$2,454,157PYTotalRevenueAmt
CY Total Revenue$1,956,355CYTotalRevenueAmt
PY Grants And Similar Paid$1,200,747PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,630,319CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$889,017PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$944,482CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$368,479CYTotalFundraisingExpenseAmt
PY Other Expenses$366,959PYOtherExpensesAmt
CY Other Expenses$301,314CYOtherExpensesAmt
PY Total Expenses$2,456,723PYTotalExpensesAmt
CY Total Expenses$2,876,115CYTotalExpensesAmt
PY Revenues Less Expenses-$2,566PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$919,760CYRevenuesLessExpensesAmt
Total Assets BOY$9,552,215TotalAssetsBOYAmt
Total Assets EOY$9,199,781TotalAssetsEOYAmt
Total Liabilities BOY$61,559TotalLiabilitiesBOYAmt
Total Liabilities EOY$37,542TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,490,656NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,162,239NetAssetsOrFundBalancesEOYAmt
MissionTHE BROOKLINE COMMUNITY FOUNDATION CREATES OPPORTUNITY AND PROMOTES EQUITY THROUGH THE TRANSFORMATIVE POWER OF GIVING.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,243,907ExpenseAmt
Grant$1,630,319GrantAmt
DescTHE FOUNDATION STRENGTHENS THE BROOKLINE COMMUNITY THROUGH STRATEGIC GRANTMAKING, RESEARCH AND CONVENINGS, AND INNOVATIVE PHILANTHROPIC PARTNERSHIPS.Desc
Total Program Service Expenses$2,243,907TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee9EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAURA BECKER FINANCE DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6175664442PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 WEBSTER PLACEAddressLine1Txt
CityBROOKLINECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02445ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
GIOIA PERUGINI
PRESIDENT4.00Yes (X)Yes (X)$0$0$0
KIM BARNUM
VICE PRESIDENT4.00Yes (X)Yes (X)$0$0$0
VICTOR VIKTOROV
TREASURER4.00Yes (X)Yes (X)$0$0$0
ANN COLES
CLERK4.00Yes (X)Yes (X)$0$0$0
HARRY BOHRS
BOARD MEMBER4.00Yes (X)$0$0$0
BEN CHANG
BOARD MEMBER4.00Yes (X)$0$0$0
ROB DAVES
BOARD MEMBER4.00Yes (X)$0$0$0
STEVE HEIKEN
BOARD MEMBER4.00Yes (X)$0$0$0
MANISH MASKI
BOARD MEMBER4.00Yes (X)$0$0$0
ALAN MORSE
BOARD MEMBER4.00Yes (X)$0$0$0
JENNIFER SEGEL
BOARD MEMBER4.00Yes (X)$0$0$0
OLIVER SCHOLLE
BOARD MEMBER4.00Yes (X)$0$0$0
JIM SLAYTON
BOARD MEMBER4.00Yes (X)$0$0$0
ABA TAYLOR
EXECUTIVE DIRECTOR40.00Yes (X)$50,055$0$6,265
LAURA BECKER
FINANCE DIRECTOR40.00$129,480$0$17,042Yes (X)
MEGHAN GUIDRY
DIRECTOR OF COMMUNICATIONS40.00$126,910$0$10,648Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$306,445TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$33,955TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$45,387FundraisingAmt
Government Grants$500,000GovernmentGrantsAmt
All Other Contributions$1,118,422AllOtherContributionsAmt
Noncash Contributions$6,200NoncashContributionsAmt
Total Contributions$1,663,809TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$267,303TotalRevenueColumnAmt
Exclusion$267,303ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$26,628RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$26,628RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,628TotalRevenueColumnAmt
Exclusion$26,628ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$49,713FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$45,387ContriRptFundraisingEventAmt
Fundraising Direct Expenses$51,098FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,385TotalRevenueColumnAmt
Exclusion-$1,385ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,956,355TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$292,546ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,630,319TotalAmt
Program Services$1,630,319ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$150,016TotalAmt
Program Services$120,012ProgramServicesAmt
Management And General$15,002ManagementAndGeneralAmt
Fundraising$15,002FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$637,604TotalAmt
Program Services$288,683ProgramServicesAmt
Management And General$120,598ManagementAndGeneralAmt
Fundraising$228,323FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$17,668TotalAmt
Program Services$6,866ProgramServicesAmt
Management And General$5,401ManagementAndGeneralAmt
Fundraising$5,401FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$77,538TotalAmt
Program Services$28,184ProgramServicesAmt
Management And General$9,998ManagementAndGeneralAmt
Fundraising$39,356FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$61,656TotalAmt
Program Services$30,720ProgramServicesAmt
Management And General$13,135ManagementAndGeneralAmt
Fundraising$17,801FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,762TotalAmt
Management And General$3,762ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,650TotalAmt
Management And General$18,650ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$40,876TotalAmt
Management And General$40,876ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$44,743TotalAmt
Program Services$21,250ProgramServicesAmt
Management And General$17,493ManagementAndGeneralAmt
Fundraising$6,000FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$135,838TotalAmt
Program Services$78,263ProgramServicesAmt
Management And General$10,520ManagementAndGeneralAmt
Fundraising$47,055FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$23,707TotalAmt
Program Services$18,966ProgramServicesAmt
Management And General$1,659ManagementAndGeneralAmt
Fundraising$3,082FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,443TotalAmt
Management And General$3,654ManagementAndGeneralAmt
Fundraising$789FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,458TotalAmt
Program Services$9,966ProgramServicesAmt
Management And General$872ManagementAndGeneralAmt
Fundraising$1,620FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,029TotalAmt
Program Services$5,704ProgramServicesAmt
Management And General$802ManagementAndGeneralAmt
Fundraising$1,523FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
STAFF DEVELOPMENT$8,714$4,880$1,307$2,527
EXPENSES FOR FISCALLY S$94$94

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,876,115TotalAmt
Program Services$2,243,907ProgramServicesAmt
Management And General$263,729ManagementAndGeneralAmt
Fundraising$368,479FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$771,578BOYAmt
EOY$292,887EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$203,160BOYAmt
EOY$156,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,398BOYAmt
EOY$28,303EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$461,183LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$267,258LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$206,383BOYAmt
EOY$193,925EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,248,122BOYAmt
EOY$8,421,613EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$106,574BOYAmt
EOY$107,053EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,552,215BOYAmt
EOY$9,199,781EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$28,109BOYAmt
EOY$12,090EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$4,750BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$28,700BOYAmt
EOY$25,452EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$61,559BOYAmt
EOY$37,542EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,486,092BOYAmt
EOY$3,003,108EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,004,564BOYAmt
EOY$6,159,131EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,490,656BOYAmt
EOY$9,162,239EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,552,215BOYAmt
EOY$9,199,781EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$919,760ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$590,864NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$479OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,357,882CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$884,164CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,342,964CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,075,738CurrentTaxYearMinus1YearAmt
Current Tax Year$1,663,809CurrentTaxYearAmt
Total$8,324,557TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,357,882CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$884,164CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,342,964CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,075,738CurrentTaxYearMinus1YearAmt
Current Tax Year$1,663,809CurrentTaxYearAmt
Total$8,324,557TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,271,724SubstantialContributorsTotAmt
Public Support Total170$7,052,833PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$311,036CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$78,894CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$267,674CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$337,722CurrentTaxYearMinus1YearAmt
Current Tax Year$267,303CurrentTaxYearAmt
Total$1,262,629TotalAmt
FieldValueIRS element (for citing)
Total Support$9,587,186TotalSupportAmt
Gross Receipts Rltd Activities$175,223GrossReceiptsRltdActivitiesAmt
Public Support CY1700.73570PublicSupportCY170Pct
Public Support PY1700.68130PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held5DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held27FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$166,063DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$909,279FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$165,675DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$1,301,580FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$1,229,454DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$5,472,450FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,518,089BeginningYearBalanceAmt
Contributions$321,917ContributionsAmt
Investment Earnings Or Losses$329,771InvestmentEarningsOrLossesAmt
Other Expenditures$213,448OtherExpendituresAmt
End Year Balance$3,956,329EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,857,394BeginningYearBalanceAmt
Contributions$268,565ContributionsAmt
Investment Earnings Or Losses-$430,822InvestmentEarningsOrLossesAmt
Other Expenditures$177,048OtherExpendituresAmt
End Year Balance$3,518,089EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,998,158BeginningYearBalanceAmt
Contributions$175,260ContributionsAmt
Investment Earnings Or Losses$836,264InvestmentEarningsOrLossesAmt
Other Expenditures$152,288OtherExpendituresAmt
End Year Balance$3,857,394EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,235,073BeginningYearBalanceAmt
Contributions$14,579ContributionsAmt
Investment Earnings Or Losses-$191,978InvestmentEarningsOrLossesAmt
Other Expenditures-$59,516OtherExpendituresAmt
End Year Balance$2,998,158EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,616,052BeginningYearBalanceAmt
Contributions$336,805ContributionsAmt
Investment Earnings Or Losses$460,371InvestmentEarningsOrLossesAmt
Other Expenditures$178,155OtherExpendituresAmt
End Year Balance$3,235,073EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.01500BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.98500PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,500OtherCostOrOtherBasisAmt
Book Value$3,500BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$408,298OtherCostOrOtherBasisAmt
Depreciation$219,536DepreciationAmt
Book Value$188,762BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$26,600OtherCostOrOtherBasisAmt
Depreciation$26,600DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,785OtherCostOrOtherBasisAmt
Depreciation$21,122DepreciationAmt
Book Value$1,663BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$193,925TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$2,506,822TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$590,864NetUnrealizedGainsInvstAmt
Other Revenue$479OtherRevenueAmt
Revenue Not Reported$591,343RevenueNotReportedAmt
Revenue Subtotal$1,915,479RevenueSubtotalAmt
Investment Expenses Not Incld$40,876InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$40,876RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,956,355TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,835,239TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,835,239ExpensesSubtotalAmt
Investment Expenses Not Incld2$40,876InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$40,876ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,876,115TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART XI, LINE 2D - OTHER ADJUSTMENTS:FormAndLineReferenceDesc
ExplanationCHANGE IN VALUE OF BENEFICIAL INTEREST 479.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BROOKLINE FUND GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$95,100GrossReceiptsEvent1Amt
Charitable Contri Event1$45,387CharitableContriEvent1Amt
Gross Revenue Event1$49,713GrossRevenueEvent1Amt
Rent Facility Costs Event1$49,713RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$1,385OtherDirectExpensesEvent1Amt
Gross Receipts Total$95,100GrossReceiptsTotalAmt
Charitable Contributions Tot$45,387CharitableContributionsTotAmt
Gross Revenue Total Events$49,713GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$49,713RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$1,385OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$51,098DirectExpenseSummaryEventsAmt
Net Income Summary-$1,385NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (33 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
2LIFE COMMUNITIES
30 WALLINGFORD ROADBRIGHTONMA02135042607197501(C)(3)$16,500$0N/A2LIFE'S CREATIVE APPROACHES TO HEALTHIER AGING IN BROOKLINE. UTILITY SUPPORT IN AFFORDABLE SENIOR HOUSING
ABILITIES DANCE INCORPORATED
2 STRATHMORE ROADBROOKLINEMA02445824468746501(C)(3)$16,000$0N/AOPERATING SUPPORT FOR OUR PERFORMING COMPANY
BLACK N BROWN CLUB INC
64 VILLAGE WAYBROOKLINEMA02445881182601501(C)(3)$79,000$0N/ABLACK N BROWN NEWS PROGRAM, URBAN OUTDOOR EDUCATION, BLACK N BROWN AFFORDABLE CHILDCARE PROGRAM, CASH ASSISTANCE PROGRAM
BOSTON WORKER'S CIRCLE CENTER FOR JEWISH CULTURE AND SOCIAL JUSTICE
6 WEBSTER STREETBROOKLINEMA02446042347902501(C)(3)$10,000$0N/ABOSTON WORKERS CIRCLE - WHERE COMMUNITY HAPPENS
BREAKTIME
170 PORTLAND STREETBOSTONMA02114842301372501(C)(3)$7,500$0N/APROGRAMMATIC SUPPORT FOR YOUNG ADULTS EXPERIENCING HOMELESSNESS
BROOKLINE ARTS CENTER
86 MONMOUTH STREETBROOKLINEMA02446237000746501(C)(3)$10,788$0N/AADVANCING EQUITY
BROOKLINE CENTER FOR COMMUNITY MENTAL HEALTH
41 GARRISON ROADBROOKLINEMA02445042263744501(C)(3)$250,000$0N/ACARE CONNECTIONS
BROOKLINE COMMUNITY DEVELOPMENT CORPORATION
1017 BEACON STREET UNIT 18BROOKLINEMA02445042737054501(C)(3)$78,135$0N/AEMERGENCY ASSISTANCE, FIRST-TIME HOMEBUYERS PILOT PROGRAM, EMERGENCY RENTAL ASSISTANCE PROGRAM - $22,035
BROOKLINE COUNCIL ON AGINGBROOKLINE MULTI-SERVICE SENIOR CENTER
93 WINCHESTER STREETBROOKLINEMA02446042719972501(C)(3)$20,000$0N/ATECH BUDDIES FOR VULNERABLE LOW-INCOME SENIORS AND ADULTS WITH DISABILITIES IN BROOKLINE
BROOKLINE EARLY EDUCATION PROGRAM
333 WASHINGTON STBROOKLINEMA024456853542083602501(C)(3)$17,532$0N/AFUND DISBURSEMENT ANNUAL GRANT FROM LAUREN DUNNE ASTLEY FUND, BEEP SUMMER ENRICHMENT (BROOKLINE EARLY EDUCATION PROGRAM)
BROOKLINE FOOD PANTRY
ST PAULS CHURCH IN BROOKLINEBROOKLINEMA02446472541926501(C)(3)$20,000$0N/ABROOKLINE THRIVES, A PROGRAM OF THE BROOKLINE FOOD PANTRY
BROOKLINE HOUSING AUTHORITY
90 LONGWOODBROOKLINEMA02446046004802501(C)(3)$110,500$0N/ARESIDENT OPPORTUNITY FUND, RESIDENT SERVICES PROGRAM,THIS GRANT IS TO SUPPORT THE BROOKLINE HOUSING AUTHORITY'S (BHA) COMMUNITY DAY WHEN THE BROOKLINE DEPARTMENT OF HEALTH'S FOOD COUPON PROGRAM WILL BE LAUNCHED FOR BHA RESIDENTS.
BROOKLINE INTERACTIVE GROUP
46 TAPPAN STREETBROOKLINEMA02445222495723TOWN OF BROOKLINE$25,000$0N/ATECH EQUITY & DEI INITIATIVE AT BIG,ARTS2WORK: YOUTH MEDIA TRAINING PROGRAM
BROOKLINE OFFICE ON DIVERSITY INCLUSION AND COMMUNITY RELATIONS
11 PIERCE STBROOKLINEMA02445046001102TOWN OF BROOKLINE$44,000$0N/AINDIGENOUS CULTURE AND CLIMATE CHANGE - A DISCUSSION WITH JULIAN AGUON, HIDDEN BROOKLINE WEBSITE- AUGMENTED REALITY WALKING TOUR, BROOKLINE ASIAN AMERICAN FAMILY NETWORK - BUILDING AN AAPI BOOK COLLECTION FOR BROOKLINE K-8 SCHOOLS, MENTAL HEALTH SUPPORTS FOR ASIAN AMERICAN PACIFIC ISLANDER STUDENTS AND FAMILIES
BROOKLINE RECREATION DEPARTMENT
133 ELIOT STREETBROOKLINEMA02467046001102TOWN OF BROOKLINE$58,000$0N/ALAYOUT AND INSTALLATION OF NEW TEE AREAS TO INCREASE THE USABILITY OF THE GOLF COURSE FOR A MORE DIVERSE SET OF PEOPLE WHOSE SWING SPEED IS NOT SUITABLE FOR THE PRESENT TEE AREAS. 2023 BROOKLINE RECREATION SUMMER CAMP PARTNERSHIP INITIATIVE
BROOKLINE TEEN CENTER
40 ASPINWALL AVENUEBROOKLINEMA02446263042342501(C)(3)$62,250$0N/ABROOKLINE TEEN CENTER: DRIVING THE MISSION FORWARD, GROWING EMPOWERMENT: A FOOD JUSTICE SUMMER OPPORTUNITY FOR HIGH SCHOOL AGE YOUTH, GRANT TO SUPPORT ACTIVITIES RELATED TO TEEN PROFESSIONS.
CAPE COD FOUNDATION INC
261 WHITES PATHSOUTH YARMOUTHMA02664510140462501(C)(3)$200,000$0N/ATRANSFER THE BEVERLY SKENDE LITERACY FUND
CARITAS COMMUNITIES INC
25 BRAINTREE HILL PARKBRAINTREEMA02184042875899501(C)(3)$22,500$0N/AIMPROVING AFFORDABLE HOUSING AT 1876 BEACON STREET, BROOKLINE
EMERALD NECKLACE CONSERVANCY
125 THE FENWAYBOSTONMA02115043414988501(C)(3)$7,500$0N/ABOLSTERING PARKS AND COMMUNITY: TREE CARE, PROGRAMS AND ACCESS IN THE EMERALD NECKLACE
FRIENDSHIPWORKS
105 CHAUNCY ST SUITE 801BOSTONMA02146043140541501(C)(3)$6,000$0N/AFRIENDSHIPWORKS FOR OLDER ADULTS IN BROOKLINE
HEARTOFAGIANT FOUNDATION INC
15 UNION AVEMILTONMA02186842900386501(C)(3)$6,500$0N/ABLOOD PRESSURE SCREENING AND HEALTH EDUCATION PROGRAM
MAB COMMUNITY SERVICES INC
200 IVY STREETBROOKLINEMA02446042109859501(C)(3)$14,000$0N/APROFESSIONAL DEVELOPMENT AND LEARNING: CULTURALLY RESPONSIVE CARE FOR STUDENTS WITH DISABILITIES, HEALTHY AGING FOR THE BLIND AND VISUALLY IMPAIRED, IVY GROWS FARMSTAND
MARTIN TRUST PARTNERSHIP IN EDUCATION FOR EARLY LEARNERS
127 HARVARD STREETBROOKLINEMA02446841796955501(C)(3)$15,000$0N/APOWER OF TEN
SOCIETY OF ST VINCENT DE PAUL - ST MARY OF THE ASSUMPTION
18 CANTON STREETSTOUGHTONMA02072042104826501(C)(3)$17,780$0N/AEXPANDING GROCERY ASSISTANCE TO MEET INCREASING NEED, RENTAL ASSISTANCE FOR THE BROOKLINE COMMUNITY
SPRINGWELL INC
307 WAVERLEY OAKS ROADWALTHAMMA02452042616064501(C)(3)$10,000$0N/APROVIDING NUTRITION & SUPPORT FOR VULNERABLE BROOKLINE OLDER ADULTS
STEPS TO SUCCESS INC
24 WEBSTER PLACEBROOKLINEMA02446471641692501(C)(3)$112,567$0N/ASTEPS TO SUCCESS SAFETY NET FUND, HIGH SCHOOL PATHWAYS TO SUCCESS, STEPS TO SUCCESS K-3RD GRADE EXPANSION, SUMMER PROGRAMS, GRADES 3-8.
TACTICAL REINTEGRATION PROJECT INC
213 BOYLSTON STREETBROOKLINEMA02445833054240501(C)(3)$13,587$0N/AGENERAL OPERATING SUPPORT TO ADDRESS VETERANS SOCIAL DETERMINANTS OF HEALTH UTILIZING AQUA THERAPY
TOWN OF BROOKLINE FINANCE DEPARTMENT
333 WASHINGTON STREETBROOKLINEMA02446046001102TOWN OF BROOKLINE$181,700$0N/AFY2023 SCHOLARSHIP GRANT
TOWN OF BROOKLINEBROOKLINE ADULT AND COMMUNITY EDUCATION
PO BOX 150BROOKLINEMA02446046001102501(C)(3)$21,150$0N/AWIN/WIN BA&CE AND BHA
TOWN OF BROOKLINEPUBLIC SCHOOLS OF BROOKLINE
333 WASHINGTON STREETBROOKLINEMA02445046001102TOWN OF BROOKLINE$27,600$0N/AWHIPPLE FELLOWSHIP 2023/24 FUNDING
VINFEN CORPORATION
62 HARVARD STREETBROOKLINEMA02445042632219501(C)(3)$10,000$0N/AGATEWAY ARTS
WOMEN THRIVING INC
37 OSBORNE ROADBROOKLINEMA02446833307979501(C)(3)$47,818$0N/AGENERAL OPERATING SUPPORT FOR WOMEN THRIVING, INC. FY23, BROOKLINE BIPOC WOMEN LEADERS--MOVEMENT FORWARD,
YACHAD
384 HARVARD STREETBROOKLINEMA02446135623717501(C)(3)$23,000$0N/AOPERATING SUPPORT, ENHANCING TRAINING TO SUPPORT NEURODIVERSE AND DEVELOPMENTALLY DIVERSE YOUTH IN INCLUSIVE PROGRAMS.
FieldValueIRS element (for citing)
Total501c3 Org33Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationREPORTING/MONITORING PROCESS: A. THE GRANTEE WILL PROVIDE THE FOUNDATION WITH A FINAL REPORT 60 DAYS AFTER THE COMPLETION OF THE PROJECT OR PROGRAM SUPPORTED BY THE GRANT, OR 60 DAYS AFTER THE END OF THE GRANT PERIOD, WHICHEVER COMES FIRST. B. THE FINAL REPORT MUST CONTAIN TWO PARTS: A NARRATIVE ACCOUNT AND A FINANCIAL ACCOUNT OF WHAT WAS ACCOMPLISHED BY THE EXPENDITURE OF THE GRANT FUNDS DURING THE PERIOD COVERED BY THE REPORT. BCF'S NARRATIVE AND FINANCIAL REPORT TEMPLATES CAN BE FOUND ON OUR WEBSITE: HTTP://WWW.BROOKLINECOMMUNITY.ORG/GRANTS/GRANT-REPORTING. C. THE FOUNDATION MAY, AT ITS DISCRETION AND ON REASONABLE NOTICE, REQUEST AN INTERIM REPORT FROM THE GRANTEE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BDRAFTS OF THE COMPLETED RETURNS ARE REVIEWED BY THE FINANCE AND AUDIT COMMITTEE. ANY COMMENTS ARISING FROM THEIR REVIEW ARE DISCUSSED AND IF REQUIRED, CHANGES ARE MADE TO THE DRAFT. THAT DRAFT WILL BE SUBMITTED TO THE BOARD OF TRUSTEES FOR ITS REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CEACH TRUSTEE, PRINCIPAL OFFICER, KEY EMPLOYEE AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS MUST FILE A BIOGRAPHICAL INFORMATION FORM WITH THE ORGANIZATION. EACH TRUSTEE, PRINCIPAL OFFICER, KEY EMPLOYEE AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS MUST ALSO COMPLETE THE ORGANIZATION'S DIRECTORS CONFLICT OF INTEREST STATEMENT WHICH ACKNOWLEDGES THAT EACH INDIVIDUAL HAS DISCLOSED ANY POTENTIAL CONFLICT OF INTEREST; RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; READ, UNDERSTAND AND AGREE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. THE ORGANIZATION ALSO INSTITUTED A POLICY THAT THE VOTING BOARD TRUSTEES WHO HAVE CONFLICTS MUST ABSTAIN FROM VOTING AND LEAVE THE MEETING ROOM.
FORM 990, PART VI, SECTION B, LINE 15ATHE BOARD OF TRUSTEES AND TO THE EXTENT NECESSARY WITH THE ASSISTANCE OF OUTSIDE CONSULTANT IS ASKED TO DEVELOP A COMPARATIVE BASE THAT IS AS CLOSE AS POSSIBLE TO OUR ORGANIZATION. DIFFERENT COMPARATIVE GROUPS ARE CONSIDERED FOR EACH POSITION. THIS MARKET ANALYSIS IS THEN REVIEWED BY THE BOARD OF TRUSTEES IN DETERMINATION OF SALARY ADJUSTMENTS FROM THE PERSPECTIVE OF MARKET COMPETITIVENESS AND PRIOR YEAR PERFORMANCE. PERFORMANCE IS BASED ON THE EXTENT THAT EACH PERSON HAS ACHIEVED HIS/HER GOALS.
FORM 990, PART VI, SECTION C, LINE 19ALL DOCUMENTS ARE AVAILABLE UPON REQUEST WITHIN THE PRESCRIBED TIME FRAMES AS REQUIRED.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 479.

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