2021-10-31T13:37:39-05:00 2021-06-30 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990 2020-07-01 042103944 BROOKLINE COMMUNITY FOUNDATION INC BROO 6175664442 40 WEBSTER PLACE BROOKLINE MA 02445 MICHAEL LINDSTROM PRESIDENT 6175664442 2021-10-29 1 MICHAEL LINDSTROM 999009999 SANDRA M BROWN CPA P01614103 5088717178 2021-10-29 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MICHAEL LINDSTROM 40 WEBSTER PLACE BROOKLINE MA 02445 2690638 0 X WWW.BROOKLINECOMMUNITY.ORG X 1905 MA (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 COVENINGS, AND INNOVATIVE PHILANTHROPIC PARTNERSHIPS. 19 19 9 53 0 0 884164 2342964 0 0 49860 216884 29034 106337 963058 2666185 368865 1013732 0 0 270365 665124 0 0 240975 112824 193852 752054 1872708 211004 793477 7948470 10955831 125780 40755 7822690 10915076 THE BROOKLINE COMMUNITY FOUNDATION CREATES OPPORTUNITY AND PROMOTES EQUITY THROUGH THE TRANSFORMATIVE POWER OF GIVING. 0 0 1572946 1013732 THE FOUNDATION STRENGTHENS THE BROOKLINE COMMUNITY THROUGH STRATEGIC GRANTMAKING, RESEARCH AND COVENINGS, AND INNOVATIVE PHILANTHROPIC PARTNERSHIPS. 1572946 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 7 0 9 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 19 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X LAURA BECKER FINANCE DIRECTOR 6175664442 40 WEBSTER PLACE BROOKLINE MA 02445 MICHAEL LINDSTROM PRESIDENT 5.00 X X 0 0 0 GIOIA PERUGINI VICE PRESIDENT 4.00 X X 0 0 0 LAURA ALLEN TREASURER 4.00 X X 0 0 0 KIM BARNUM CLERK 4.00 X X 0 0 0 JIM GRACE BOARD MEMBER 4.00 X 0 0 0 HARRY BOHRS BOARD MEMBER 4.00 X 0 0 0 VICTOR VIKTOROV BOARD MEMBER 4.00 X 0 0 0 CHRIS CHANYASULKIT BOARD MEMBER 4.00 X 0 0 0 ANN COLES BOARD MEMBER 4.00 X 0 0 0 ANDREA GOODMAN BOARD MEMBER 4.00 X 0 0 0 LINDA OLSON PEHLKE BOARD MEMBER 4.00 X 0 0 0 ALAN MORSE BOARD MEMBER 4.00 X 0 0 0 JIM SLAYTON BOARD MEMBER 4.00 X 0 0 0 ROB DAVES BOARD MEMBER 4.00 X 0 0 0 STEVE HEIKEN BOARD MEMBER 4.00 X 0 0 0 OLIVER SCHOLLE BOARD MEMBER 4.00 X 0 0 0 GINNY VAZ BOARD MEMBER 4.00 X 0 0 0 ANGELA ALLEN BOARD MEMBER 4.00 X 0 0 0 MANISH MASKI BOARD MEMBER 4.00 X 0 0 0 FRANK STEINFIELD INTERIM CHIEF EXECUTIVE OF 40.00 X 104077 0 0 GISELLE FERRO EXECUTIVE DIRECTOR 40.00 X 65000 0 4460 LAURA BECKER FINANCE DIRECTOR 40.00 X 116342 0 14870 285419 0 19330 2 0 0 0 0 36580 82435 2223949 17331 2342964 216884 216884 50790 0 50790 50790 50790 80000 36580 24453 55547 55547 2666185 0 0 323221 1013732 1013732 205287 184758 20529 350393 213474 4109 132810 11079 3599 332 7148 45784 22431 2291 21062 52581 38193 2754 11634 3682 1088 1802 792 2500 738 1224 538 36760 10864 17991 7905 73810 29648 2249 41913 25434 23654 254 1526 2459 2459 18967 17410 322 1235 7339 6593 155 591 MISCELLANEOUS 18544 3670 2055 12819 STAFF DEVELOPMENT 4357 3094 261 1002 1872708 1572946 58787 240975 677179 1100797 49290 47580 282969 199940 8543 11180 461183 238794 241356 222389 6578284 9245109 110849 128836 7948470 10955831 123280 15335 2500 25420 125780 40755 X 2727687 4415445 5095003 6499631 7822690 10915076 7948470 10955831 X 793477 2318942 -38020 17987 X 0 1 X 1 0 X 1914472 1259028 1357882 884164 2342964 7758510 1914472 1259028 1357882 884164 2342964 7758510 2281561 5476949 302453 335255 311036 78894 267674 1295312 125 125 9053947 212477 0.60490 0.61330 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2016 AMOUNT: $ 125. SCHEDULE A, PART V, EXPLANATION OF TAX YEAR THE ORGANIZATION CHANGED TAX YEAR END FROM DECEMBER 31 TO A JUNE 30 YEAR END. THE TAX YEAR FOR 2019 REPRESENTS THE SHORT YEAR INCLUDING 6 MONTHS OF ACTIVITY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4 20 368931 759282 266632 701850 1396164 4682951 1 1 0 2998158 175260 836264 152288 3857394 3235073 14579 -191978 -59516 2998158 2616052 336805 460371 178155 3235073 2540595 528286 -238231 214598 2616052 1487952 939089 121196 118642 2540595 0.01500 0.98500 0.00000 0 0 3500 3500 408298 196103 212195 26600 25475 1125 22785 17216 5569 222389 5210157 2318942 3900 259150 2581992 2628165 38020 38020 2666185 2628662 3900 752054 755954 1872708 0 1872708 PART XI, LINE 2D - OTHER ADJUSTMENTS: REPORTED IN SHORT YEAR RETURN FOR 01/01/2020 - 06/30/2020 PART XII, LINE 2D - OTHER ADJUSTMENTS: REPORTED IN SHORT YEAR RETURN FOR 01/01/2020 - 06/30/2020 BROOKLINE FUND GOLF TOURNAMENT 116580 36580 80000 24453 116580 36580 80000 24453 24453 55547 1 BROOKLINE CENTER FOR COMMUNITY MENTAL HEALTH 41 GARRISON ROAD BROOKLINE MA 02445 042263744 501(C)(3) 225000 N/A FIELD OF INTEREST - COMMUNITY GRANT-BROOKLINE SAFETY NET BROOKLINE HOUSING AUTHORITY 90 LONGWOOD BROOKLINE MA 02446 046004802 501(C)(3) 100000 N/A NETA FUND - POVERTY GRANT BROOKLINE RECREATION DEPARTMENT 133 ELIOT STREET BROOKLINE MA 02467 046001102 TOWN OF BROOKLINE 32000 N/A YOUTH - COMMUNITY GRANT STEPS TO SUCCESS INC 24 WEBSTER PLACE BROOKLINE MA 02446 471641692 501(C)(3) 70000 N/A FIELD OF INTEREST - YOUTH BROOKLINE INTERACTIVE GROUP 46 TAPPAN STREET BROOKLINE MA 02445 046001102 TOWN OF BROOKLINE 15000 N/A DISCRETIONARY - YOUTH GRANT TOWN OF BROOKLINE FINANCE DEPARTMENT 333 WASHINGTON STREET BROOKLINE MA 02446 046001102 TOWN OF BROOKLINE 62600 N/A DISCRETIONARY-SCHOLARSHIP BROOKLINE ARTS CENTER 86 MONMOUTH STREET BROOKLINE MA 02445 237000746 501(C)(3) 11000 N/A YOUTH - POVERTY GRANT FAMILY ACCESS 492 WALTHAM STREET WEST NEWTON MA 02465 042232418 501(C)(3) 1250 N/A YOUTH - COMMUNITY GRANT TOWN OF BROOKLINEPUBLIC SCHOOLS OF BROOKLINE 333 WASHINGTON STREET BROOKLINE MA 02445 046001102 TOWN OF BROOKLINE 18000 N/A DAVID ZADOC WHIPPLE FUND WOMEN THRIVING INC 37 OSBORNE ROAD BROOKLINE MA 02446 833307979 10750 N/A REV FAMILY LITERACY, PARENTING, AND COMMUNITY FOR LATINA AND ASIAN-AMERICAN WOMEN WITH LOW INCOME BROOKLINE ASIAN AMERICAN FAMILY NETWORK 11 PIERCE ST BROOKLINE MA 02445 046001102 501(C)(3) 12500 N/A CONFRONTING ANTI-ASIAN RACISM CURRICULUM AND VIDEO PROJECT PROPOSAL 2020 BROOKLINE OFFICE ON DIVERSITY INCLUSION AND COMMUNITY RELATIONS 11 PIERCE ST BROOKLINE MA 02445 046001102 31000 N/A DIALOGUE ON RACISM, INEQUITIES, AND ENGAGEMENT IN BROOKLINE JLAU & CO 354A CHESTNUT HILL AVE BRIGHTON MA 02135 823407712 15000 N/A JUNETEENTH CELEBRATION BROOKLINE COUNCIL ON AGINGBROOKLINE MULTI-SERVICE SENIOR CENTER 93 WINCHESTER STREET BROOKLINE MA 02446 042719972 501(C)(3) 12142 N/A FOOD INSECURITY FOR LOW-INCOME BROOKLINE ELDERS BROOKLINE FOOD PANTRY ST PAULS CHURCH IN BROOKLINE BROOKLINE MA 02446 472541926 501(C)(3) 45000 N/A RESTAURANTS FOR BROOKLINE JEWISH FAMILY AND CHILDREN'S SERVICES 1430 MAIN STREET WALTHAM MA 02451 042104356 501(C)(3) 17500 N/A FAMILY TABLE SPRINGWELL INC 307 WAVERLEY OAKS ROAD WALTHAM MA 02452 042616064 501(C)(3) 10000 N/A PROVIDING NUTRITION AND SUPPORT FOR BROOKLINE OLDER ADULTS DURING THE COVID-19 LINCOLN EXTENDED DAY 19 KENNARD ROAD BROOKLINE MA 02445 042738695 501(C)(3) 7000 N/A SEED (SUN EXPLORERS AT LINCOLN EXTENDED DAY) BROOKLINE EARLY EDUCATION PROGRAM 333 WASHINGTON ST BROOKLINE MA 024456853 542083602 501(C)(3) 5070 N/A BROOKLINE EARLY EDUCATION PROGRAM BROOKLINE TEEN CENTER 40 ASPINWALL AVENUE BROOKLINE MA 02446 263042342 501(C)(3) 203632 N/A BTC TEEN FOOD PANTRY: BEWELL STORE BOYS FOR THE BETTER INC 39 ANNAWAN ROAD WABAN MA 02468 834556083 501(C)(3) 5000 N/A SEL SUPPORT THROUGH MEDIA EDUCATION BOSTON WORKER'S CIRCLE CENTER FOR JEWISH CULTURE AND SOCIAL JUSTICE 6 WEBSTER STREET BROOKLINE MA 02446 042347902 501(C)(3) 7500 N/A BUILDING CONNECTION IN PANDEMIC FRIENDSHIPWORKS 105 CHAUNCY ST SUITE 801 BOSTON MA 02146 043140541 501(C)(3) 5000 N/A FRIENDSHIPWORKS MAB COMMUNITY SERVICES INC 200 IVY STREET BROOKLINE MA 02446 042109859 501(C)(3) 7000 N/A BROOKLINE SENIORS WITH VISION LOSS THE PRICE CENTER 27 CHRISTINA STREET SUITE 201 NEWTON MA 02461 042625859 501(C)(3) 14500 N/A THE PRICE CENTER: HUMANITY HOUSE ACE MENTOR PROGRAM OF GREATER BOSTON 1 PLEASURE ISLAND RD SUITE 2A WAKEFIELD MA 01880 264075224 501(C)(3) 5000 N/A ACE MENTOR PROGRAM EXPANSION PUPPET SHOWPLACE THEATER 32 STATION STREET BROOKLINE MA 02445 042546402 501(C)(3) 7500 N/A FREE OUTDOOR PUPPET SHOWS VOICES BOSTON PO BOX 470411 BROOKLINE MA 02447 043304489 501(C)(3) 7500 N/A TUITION ASSISTANCE FOR SINGERS FOR 2020-2021 SEASON EMERALD NECKLACE CONSERVANCY 125 THE FENWAY BOSTON MA 02115 043414988 501(C)(3) 10000 N/A PROVIDING SAFE AND EQUITABLE GREEN SPACE WITH PHYSICAL AND MENTAL HEALTH BENEFITS GATEWAY ARTSVINFEN 62 HARVARD ST BROOKLINE MA 02445 042632219 15000 N/A RE-OPENING GATEWAY ARTS AFTER THE COVID-19 CLOSURE STUDIOS WITHOUT WALLS 20 WALNUT HILL RD CHESTNUT HILL MA 02467 237000746 501(C)(3) 5000 N/A STUDIOS WITHOUT WALLS AT RIVERWAY PARK, BROOKLILNE, MA 31 0 PART I, LINE 2: REPORTING/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. FRANK STEINFIELD SPOUSE OF A BOARD MEMBER'S CHILD 38077 SALARY PAID TO THE INTERIM CHIEF EXECUTIVE OFFICER 0 FORM 990, PART VI, SECTION A, LINE 2 FRANK STEINFIELD (INTERIM CHIEF EXECUTIVE OFFICER) IS THE SPOUSE OF ALAN MORSE'S (BOARD MEMBER) CHILD. FORM 990, PART VI, SECTION B, LINE 11B DRAFTS 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 12C EACH 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 15A THE 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 19 ALL 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 17,987.