2017-05-12T13:01:08-05:00 2016-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990 2016-01-01 042103944 BROOKLINE COMMUNITY FOUNDATION INC BROO 6175664442 40 WEBSTER PLACE BROOKLINE MA 02445 JULIE MARCUS CHAIR 6175664442 2017-05-12 1 MAUREEN L SULLIVAN CPA P00296843 5088717178 2017-05-12 71.248.188.134 2017-05-12 13:53:42 ED P 0D4C8ECD24EC751BACF6694ED05C566ACFA0BC2A 0D4C8ECD24EC751BACF6694ED05C566ACFA0BC2A 2016 2021-01-29 14:40:06Z JULIE MARCUS 40 WEBSTER PLACE BROOKLINE MA 02445 1434885 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. 19 19 12 38 0 0 905336 1153047 0 0 213977 110227 72784 68280 1192097 1331554 391240 472452 0 0 467941 493006 0 0 177347 209300 226049 1068481 1191507 123616 140047 5899791 6431566 136263 100311 5763528 6331255 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 940957 472452 0 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. 940957 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 0 0 0 0 0 0 0 0 0 1 9 0 12 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X ANNETTE FLORCZAK DIRECTOR OF FINANCE AND OPERATIONS 6175664442 40 WEBSTER PLACE BROOKLINE MA 02445 JULIE MARCUS CHAIR 10.00 X X 0 0 0 JAY LEBED TREASURER 5.00 X X 0 0 0 MICHAEL LINDSTROM VICE CHAIR 5.00 X X 0 0 0 GIOIA PERUGINI CLERK 4.00 X X 0 0 0 LAURA ALLEN BOARD MEMBER 4.00 X 0 0 0 JIM GRACE BOARD MEMBER 4.00 X 0 0 0 GERALD DAVIDSON BOARD MEMBER 4.00 X 0 0 0 ALICIA HSU BOARD MEMBER 4.00 X 0 0 0 JOHN F HODGMAN BOARD MEMBER 4.00 X 0 0 0 SYTSKE HUMPHREY BOARD MEMBER 4.00 X 0 0 0 KRISTEN JILEK BOARD MEMBER 4.00 X 0 0 0 MINI KOLLURI BOARD MEMBER 4.00 X 0 0 0 MELISSA LANGA BOARD MEMBER 4.00 X 0 0 0 CELESTE REID LEE 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 JOANNE SULLIVAN BOARD MEMBER 4.00 X 0 0 0 DAVID WOOD BOARD MEMBER 4.00 X 0 0 0 ALAN MORSE BOARD MEMBER 4.00 X 0 0 0 JENNY AMORY EXECUTIVE DIRECTOR 40.00 X 114598 0 0 114598 0 0 1 0 0 0 0 70220 1082827 1153047 167400 167400 72409 0 72409 72409 72409 57173 -57173 -57173 -57173 42000 70220 46158 -4158 -4158 MISCELLANEOUS INCOME 900099 29 29 29 1331554 29 0 178478 472452 472452 130548 84856 13055 32637 302293 202585 27734 71974 25062 13504 1576 9982 35103 23889 3440 7774 11500 11500 45913 32636 4975 8302 78556 33019 5429 40108 29939 28147 604 1188 11835 8424 1433 1978 20886 17220 986 2680 6014 4002 1658 354 FISCAL SPONSOR EXPENSES 19027 19027 STAFF DEVELOPMENT 2379 1196 813 370 1191507 940957 73203 177347 382750 200518 51231 37640 391959 518058 5204 5916 4564 6488 424627 180704 206389 243923 4857694 5419023 5899791 6431566 18857 22975 117000 73050 406 4286 136263 100311 X 3092812 3276366 1726984 1821748 943732 1233141 5763528 6331255 5899791 6431566 140047 453550 -25870 0 X 0 1 X 1 0 X 847575 1832398 1236643 905336 1153047 5974999 847575 1832398 1236643 905336 1153047 5974999 1071136 4903863 141076 254627 295128 260327 239809 1190967 5066 76526 8911 3042 29 93574 7259540 274752 0.67550 0.78690 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2012 AMOUNT: $ 5,066. 2013 AMOUNT: $ 19,438. 2014 AMOUNT: $ 8,911. 2015 AMOUNT: $ 3,042. 2016 AMOUNT: $ 29. DESIGNATED FUND PROGRAM REVENUE - 2013 AMOUNT: $ 16,720. FISCAL SPONSORSHIP PROGRAM REVENUE - 2013 AMOUNT: $ 40,368. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 18 68726 210107 77357 189202 1029569 309629 1 1 1045306 289409 116599 16357 1434957 919954 169181 -36334 7495 1045306 806095 114848 39335 40324 919954 751358 106565 51828 806095 692778 713 67870 10003 751358 0.00000 0.86000 0.14000 0 0 3500 3500 336831 134870 201961 59006 35228 23778 25290 10606 14684 243923 1784566 453550 25332 478882 1305684 25870 25870 1331554 1216839 25332 25332 1191507 0 1191507 GOLF TOURNAMENT 112220 70220 42000 7212 19158 19788 112220 70220 42000 7212 19158 19788 46158 -4158 1 BROOKLINE COMMUNITY MENTAL HEALTH CENTER 41 GARRISON ROAD BROOKLINE MA 02445 042263744 501(C)(3) 148000 N/A FIELD OF INTEREST - COMMUNITY GRANT - BROOKLINE SAFETY NET BROOKLINE HOUSING AUTHORITY 90 LONGWOOD BROOKLINE MA 02446 046004802 501(C)(3) 70000 N/A FIELD OF INTEREST - COMMUNITY GRANT- DONOR-ADVISED BROOKLINE RECREATION DEPARTMENT 133 ELIOT STREET BROOKLINE MA 02467 046001102 TOWN OF BROOKLINE 10250 N/A YOUTH - COMMUNITY GRANT EMERALD NECKLACE CONSERVANCY 125 THE FENWAY BOSTON MA 02115 043414988 501(C)(3) 8895 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 THE CITY SCHOOL INC 614 COLUMBIA ROAD DORCHESTER MA 02125 020532474 501(C)(3) 6000 N/A YOUTH - COMMUNITY GRANT BOSTON MOBILIZATION INC 30 BOW STREET CAMBRIDGE MA 02138 043550663 501(C)(3) 13380 N/A FIELD OF INTEREST - YOUTH BROOKLINE DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES 11 PIERCE STREET BROOKLINE MA 02445 046001102 TOWN OF BROOKLINE 21250 N/A FIELD OF INTEREST - COMMUNITY GRANT BROOKLINE ARTS CENTER 86 MONMOUTH STREET BROOKLINE MA 02446 451562608 501(C)(3) 7500 N/A FIELD OF INTEREST - DISCRETIONARY SPRINGWELL INC 307 WAVERLEY OAKS ROAD NO 205 WALTHAM MA 02452 042616064 501(C)(3) 5000 N/A FIELD OF INTEREST - SAFETY NET BROOKLINE INTERACTIVE GROUP 46 TAPPAN STREET BROOKLINE MA 02445 046001102 TOWN OF BROOKLINE 7725 DISCRETIONARY - YOUTH GRANT TOWN OF BROOKLINE - FINANCE DEPARTMENT (SCHOLARSHIP FUND) 333 WASHINGTON STREET BROOKLINE MA 02446 046001102 TOWN OF BROOKLINE 12450 DISCRETIONARY-SCHOLARSHIP DEVOTION AFTER SCHOOL ENRICHMENT PROGRAM 30 WEBSTER PLACE BROOKLINE MA 02446 043022301 501(C)(3) 16000 DISCRETIONARY-COMMUNITY LOVIN' SPOONFULS 418 COMMONWEALTH AVE BOSTON MA 02215 271810597 501(C)(3) 10000 DISCRETIONARY - BROOKLINE SAFETY NET BROOKLINE EMERGENCY FOOD PANTRY 15 ST PAUL STREET BROOKLINE MA 02446 472541926 501(C)(3) 24102 BROOKLINE SAFETY NET AND PASSTHROUGH FUNDS BROOKLINE EARLY EDUCATION PROGRAM 24 WEBSTER PLACE BROOKLINE MA 02445 542083602 501(C)(3) 17950 FIELD OF INTEREST, DESIGNATED COMMUNITY GRANT AND PASS THROUGH FUNDSFIELD OF INTEREST, DESIGNATED COMMUNITY AND PASSTHROUGH FUNDS FAMILY ACCESS OF NEWTON 492 WALTHAM STREET WEST NEWTON MA 02465 042232418 501(C)(3) 5000 FIELD OF INTEREST JEWISH FAMILY & CHILDREN'S SERVICES 1430 MAIN STREET WALTHAM MA 02451 042104356 501(C)(3) 10000 BROOKLINE SAFETY NET LAWTON STREET COMMUNITY GARDEN 333 WASHINGTON STREET BROOKLINE MA 02445 046001102 TOWN OF BROOKLINE 10000 FIELD OF INTEREST MY LIFE MY CHOICE 989 COMMONWEALTH AVENUE BOSTON MA 02215 042526357 501(C)(3) 7800 FIELD OF INTEREST PROJECT CITIZENSHIP 4 FANEUIL SOUTH MARKET BLDG BOSTON MA 02109 371769643 501(C)(3) 5000 COMMUNITY GRANT BROOKLINE EXTENDED DAY COUNCIL 185 HIGH STREET BROOKLINE MA 02445 043664376 501(C)(3) 26250 DISCRETIONARY - YOUTH AND COMMUNITY 23 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. 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 15 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.