2019-05-10T08:38:00-05:00 2018-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990 2018-01-01 042103944 BROOKLINE COMMUNITY FOUNDATION INC BROO 6175664442 40 WEBSTER PLACE BROOKLINE MA 02445 JULIE MARCUS PRESIDENT 6175664442 2019-05-10 1 SANDRA M BROWN CPA P01614103 5088717178 2019-05-01 71.248.188.134 2019-05-10 08:07:38 ED P 60516F29906696E45DA798F791FFF32AB745D411 60516F29906696E45DA798F791FFF32AB745D411 2018 2019-02-21 02:37:17Z JULIE MARCUS 40 WEBSTER PLACE BROOKLINE MA 02445 1840703 0 X WWW.BROOKLINECOMMUNITY.ORG X 1905 MA (SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENT)THE BROOKLINE COMMUNITY FOUNDATION SHINES A SPOTLIGHT ON COMMUNITY NEEDS, INSPIRES PHILANTHROPY AND AWARDS STRATEGIC GRANTS TO BUILD A MORE VIBRANT, ENGAGED AND EQUITABLE BROOKLINE. 18 18 11 45 0 0 1914472 1259028 0 0 183963 276574 49544 68730 2147979 1604332 516488 666230 0 0 516177 621267 0 0 245693 269612 264323 1302277 1551820 845702 52512 8213427 7196034 263180 69604 7950247 7126430 THE BROOKLINE COMMUNITY FOUNDATION SHINES A SPOTLIGHT ON COMMUNITY NEEDS, INSPIRES PHILANTHROPY AND AWARDS STRATEGIC GRANTS TO BUILD A MORE VIBRANT, ENGAGED AND EQUITABLE BROOKLINE. 0 0 1213259 666230 GENERALLY, THE FOUNDATION STRIVES TO BUILD A BETTER BROOKLINE BY:- SHINING A SPOTLIGHT ON COMMUNITY NEEDS THROUGH LEADERSHIP ON RESEARCH AND CONVENINGS;- INSPIRING PHILANTHROPY THROUGHOUT THE TOWN INCLUDING WORKING WITH DONORS TO BUILD AND LEVERAGE ANNUAL AND PERMANENT CHARITABLE FUNDS; AND- AWARDING STRATEGIC GRANTS TO OUR NON-PROFIT PARTNERS TO MEET THE MOST PRESSING NEEDS IN TOWN. 1213259 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 0 0 1 0 0 0 0 0 0 0 0 1 14 0 11 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 18 18 0 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 JULIE MARCUS PRESIDENT 10.00 X X 0 0 0 MICHAEL LINDSTROM VICE PRESIDENT 5.00 X X 0 0 0 GIOIA PERUGINI BOARD MEMBER 4.00 X 0 0 0 LAURA ALLEN CLERK/CO-TREASURER 4.00 X X 0 0 0 JIM GRACE BOARD MEMBER 4.00 X 0 0 0 GERALD DAVIDSON CO-TREASURER 4.00 X X 0 0 0 ALICIA HSU BOARD MEMBER 4.00 X 0 0 0 VICTOR VIKTOROV BOARD MEMBER 4.00 X 0 0 0 KIM BARNUM BOARD MEMBER 4.00 X 0 0 0 CHRIS CHANYASULKIT BOARD MEMBER 4.00 X 0 0 0 JENNIFER DOPAZO GILBERT BOARD MEMBER 4.00 X 0 0 0 MELISSA LANGA BOARD MEMBER 4.00 X 0 0 0 ANDREA GOODMAN BOARD MEMBER 4.00 X 0 0 0 LAUREN MISTRETTA 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 HARRY BOHRS BOARD MEMBER 4.00 X 0 0 0 JENNY AMORY CHIEF EXECUTIVE OFFICER 40.00 X 131999 0 14703 131999 0 14703 1 0 0 0 0 77241 1181787 33947 1259028 264523 264523 70732 0 70732 70732 70732 210000 197949 12051 12051 12051 36420 77241 38422 -2002 -2002 1604332 0 0 345304 666230 666230 148895 96780 14890 37225 366694 236149 28404 102141 7712 4369 362 2981 58270 32292 5166 20812 39696 26072 3402 10222 26126 25271 855 11500 11500 69741 25420 14053 30268 65670 29564 5341 30765 30235 25779 3333 1123 5641 2565 357 2719 19920 17663 587 1670 7179 4228 2667 284 FISCAL SPONSOR EXPENSES 15341 15341 0 MISCELLANEOUS 8096 2118 2059 3919 STAFF DEVELOPMENT 4874 3418 747 709 1551820 1213259 92868 245693 519188 359986 121842 113357 531161 314288 6683 8951 19337 460526 224840 229906 235686 6676048 6047981 119648 105399 8213427 7196034 26044 14563 237000 51000 136 4041 263180 69604 X 3310296 2958786 2598073 1969154 2041878 2198490 7950247 7126430 8213427 7196034 X 52512 -828762 -33318 -14249 X 0 1 X 1 0 X 1236643 905336 1153047 1914472 1259028 6468526 1236643 905336 1153047 1914472 1259028 6468526 1382625 5085901 295128 260327 239809 302453 335255 1432972 8911 3042 29 125 12107 7913605 413470 0.64270 0.60820 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2014 AMOUNT: $ 8,911. 2015 AMOUNT: $ 3,042. 2016 AMOUNT: $ 29. 2017 AMOUNT: $ 125. 1 18 69300 735024 83000 506702 990275 2874658 1 1 0 2317873 357137 -205656 85921 2383433 1434957 689089 210558 16731 2317873 1045306 289409 116599 16357 1434957 919954 169181 -36334 7495 1045306 806095 114848 39335 40324 919954 0.00000 0.95000 0.05000 0 0 3500 3500 371631 160140 211491 60105 49862 10243 25290 14838 10452 235686 733128 -828762 5125 -14249 -837886 1571014 33318 33318 1604332 1556945 5125 5125 1551820 0 1551820 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST GOLF TOURNAMENT 88550 52250 36300 36300 2002 PARTY WITH A PURPOSE 25111 24991 120 120 113661 77241 36420 36300 2122 38422 -2002 1 BROOKLINE COMMUNITY MENTAL HEALTH CENTER 41 GARRISON ROAD BROOKLINE MA 02445 042263744 501(C)(3) 120000 N/A FIELD OF INTEREST - COMMUNITY GRANT-BROOKLINE SAFETY NET BROOKLINE HOUSING AUTHORITY 90 LONGWOOD BROOKLINE MA 02446 046004802 501(C)(3) 60000 N/A NETA FUND - POVERTY GRANT BROOKLINE RECREATION DEPARTMENT 133 ELIOT STREET BROOKLINE MA 02467 046001102 TOWN OF BROOKLINE 10000 N/A YOUTH - COMMUNITY GRANT FRIENDSHIP WORKS 105 CHAUNCY STREET SUITE 801 BOSTON MA 02416 043140541 501(C)(3) 10000 N/A FIELD OF INTEREST- COMMUNITY GRANT THE CITY SCHOOL INC 614 COLUMBIA ROAD DORCHESTER MA 02125 020532474 501(C)(3) 6467 N/A YOUTH - COMMUNITY GRANT STEPS TO SUCCESS 24 WEBSTER PLACE BROOKLINE MA 02446 471641692 501(C)(3) 13000 N/A FIELD OF INTEREST - YOUTH BROOKLINE COUNCIL ON AGING 86 MONMOUTH STREET BROOKLINE MA 02446 046001102 TOWN OF BROOKLINE 6000 N/A FIELD OF INTEREST - SAFETY NET, COMMUNITY BROOKLINE INTERACTIVE GROUP 46 TAPPAN STREET BROOKLINE MA 02445 046001102 TOWN OF BROOKLINE 7250 N/A DISCRETIONARY - YOUTH GRANT TOWN OF BROOKLINE - FINANCE DEPARTMENT (SCHOLARSHIP FUND) 333 WASHINGTON STREET BROOKLINE MA 02446 046001102 TOWN OF BROOKLINE 24500 N/A DISCRETIONARY-SCHOLARSHIP BROOKLINE TEEN CENTER INC 40 ASPINWALL AVE BROOKLINE MA 02446 263042342 501(C)(3) 21000 N/A YOUTH GRANT BROOKLINE EMERGENCY FOOD PANTRY 15 ST PAUL STREET BROOKLINE MA 02446 472541926 501(C)(3) 37193 N/A BROOKLINE SAFETY NET AND PASSTHROUGH FUNDS BROOKLINE EARLY EDUCATION PROGRAM 24 WEBSTER PLACE BROOKLINE MA 02445 542083602 501(C)(3) 20750 N/A FIELD OF INTEREST, DESIGNATED COMMUNITY GRANT BROOKLINE EXTENDED DAY COUNCIL 185 HIGH STREET BROOKLINE MA 02445 043664376 501(C)(3) 10000 N/A YOUTH - POVERTY GRANT BROOKLINE ARTS CENTER 86 MONMOUTH STREET BROOKLINE MA 02445 237000746 501(C)(3) 8000 YOUTH - POVERTY GRANT BROOKLINE CENTER FOR COMMUNITY MENTAL HEALTH 41 GARRISON ROAD BROOKLINE MA 02445 042263744 501(C)(3) 42000 SAFETY NET - POVERTY GRANT COOLIDGE CORNER THEATRE FOUNDATION 290 HARVARD STREET BROOKLINE MA 02446 043039722 501(C)(3) 5000 COMMUNITY GRANT FAMILY ACCESS OF NEWTON 492 WALTHAM STREET WEST NEWTON MA 02465 042232418 501(C)(3) 6500 YOUTH - COMMUNITY GRANT GATEWAY ARTS 62 HARVARD STREET BROOKLINE MA 02445 042632219 501(C)(3) 15000 COMMUNITY GRANT WORKMEN'S CIRCLE - CENTER FOR JEWISH CULTURE AND SOCIAL JUSTICE 1762 BEACON STREET BROOKLINE MA 02445 042347902 501(C)(3) 11550 COMMUNITY GRANT TOWN OF BROOKLINE - HEALTH DEPARTMENT 11 PIERCE STREET BROOKLINE MA 02445 046001102 TOWN OF BROOKLINE 25000 COMMUNITY GRANT TOWN OF BROOKLINE - DIVERSITY AND INCLUSION 11 PIERCE STREET BROOKLINE MA 02445 046001102 TOWN OF BROOKLINE 103062 COMMUNITY GRANT TOWN OF BROOKLINE - BROOKLINE HOUSING 11 PIERCE STREET BROOKLINE MA 02445 046001102 TOWN OF BROOKLINE 14500 YOUTH - POVERTY GRANT BROOKLINE ARTS CENTER 20 WALNUT HILL ROAD CHESTNUT HILL MA 02467 237000746 501(C)(3) 5500 COMMUNITY GRANT SPRINGWELL INC 307 WAVERLY OAKS ROAD SUITE 205 WALTHAM MA 02452 042616064 501(C)(3) 5000 NETA - POVERTY GRANT MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET SUITE 540 BOSTON MA 02114 041564655 501(C)(3) 7000 COMMUNITY GRANT MAB COMMUNITY SERVICES 200 IVY STREET BROOKLINE MA 02446 042109859 501(C)(3) 7500 COMMUNITY GRANT LOVIN SPOONFULS 1304 COMMONWEALTH AVE SUITE E BOSTON MA 02134 271810597 501(C)(3) 5000 NETA - POVERTY GRANT JEWISH FAMILY & CHILDRENS SERVICES 1430 MAIN STREET WALTHAM MA 02451 042104356 501(C)(3) 5000 NETA - POVERTY GRANT 28 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. X 1 33947 FMV 0 1 0 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 -14,249.