2015-05-05T10:03:37-05:00 2014-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990 2014-01-01 042103944 BROOKLINE COMMUNITY FOUNDATION INC BROO 6175664442 40 WEBSTER PLACE BROOKLINE MA 02445 FRANK STEINFIELD CHAIR 6175664442 2015-05-04 1 MAUREEN L SULLIVAN CPA P00296843 5088717178 2015-05-04 2014 2016-02-25 16:41:14Z FRANK STEINFIELD 40 WEBSTER PLACE BROOKLINE MA 02445 1810187 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 10 38 0 0 1832398 1236643 0 0 917394 163601 154879 91617 2904671 1491861 615361 663326 0 0 334057 370858 0 10000 139832 263241 320372 1212659 1364556 1692012 127305 6070581 6131706 30526 94763 6040055 6036943 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 1147386 663326 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. 1147386 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 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 5 0 10 1 0 0 0 0 0 1 1 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 FRANK STEINFIELD CHAIR 10.00 X X 0 0 0 JAY LEBED TREASURER 5.00 X X 0 0 0 JULIE MARCUS VICE CHAIR 5.00 X X 0 0 0 ASHLEY MASON CLERK 5.00 X X 0 0 0 CARLA BENKA BOARD MEMBER 4.00 X 0 0 0 ANDREW BERNSTEIN BOARD MEMBER 4.00 X 0 0 0 JUDY BULLITT BOARD MEMBER 4.00 X 0 0 0 GERALD DAVIDSON BOARD MEMBER 4.00 X 0 0 0 ALEXANDRA DORF 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 GIOIA PERUGINI BOARD MEMBER 4.00 X 0 0 0 MICHAEL LINDSTROM 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 JENNY AMORY EXECUTIVE DIRECTOR 40.00 X 102892 0 9625 102892 0 9625 1 0 0 0 0 58728 1177915 4973 1236643 212422 212422 82706 0 82706 82706 82706 227983 276804 -48821 -48821 -48821 41522 58728 41522 0 MISCELLANEOUS INCOME 900099 8911 8911 8911 1491861 8911 0 246307 663326 663326 114625 74507 11462 28656 217659 156323 30653 30683 5994 5001 888 105 32580 22725 4117 5738 16000 16000 10000 10000 37271 25105 1559 10607 11142 10539 51 552 76665 25532 7009 44124 41522 38984 857 1681 13999 11626 560 1813 21504 17350 1336 2818 5570 3427 1871 272 FISCAL SPONSOR EXPENSES 85962 85962 STAFF DEVELOPMENT 10737 6979 975 2783 1364556 1147386 77338 139832 468142 258495 149746 155195 134887 389115 4517 7862 4225 7236 342963 161144 163966 181819 5145098 5131984 6070581 6131706 15928 19684 10750 74266 3848 813 30526 94763 X 3687845 3356022 1690107 1906370 662103 774551 6040055 6036943 6070581 6131706 X 127305 51678 -26963 -155132 X 0 1 X 1 0 X 779770 2688112 847575 1832398 1236643 7384498 779770 2688112 847575 1832398 1236643 7384498 825454 6559044 126145 -180862 141076 254627 295128 636114 36 5066 76526 8911 90539 8111151 237903 0.80860 0.82200 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2011 AMOUNT: $ 36. 2012 AMOUNT: $ 5,066. 2013 AMOUNT: $ 19,438. 2014 AMOUNT: $ 8,911. DESIGNATED FUND PROGRAM REVENUE - 2013 AMOUNT: $ 16,720. FISCAL SPONSORSHIP PROGRAM REVENUE - 2013 AMOUNT: $ 40,368. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 24 59353 717330 85266 587731 1006020 167460 1 1 806095 114848 39335 40324 919954 751358 106565 51828 806095 692778 713 67870 10003 751358 664130 75350 -32402 14300 692778 553213 50750 60167 664130 0.85000 0.15000 0 0 3500 3500 256016 113890 142126 53992 38901 15091 29455 8353 21102 181819 X 1584510 51678 67934 119612 1464898 26963 26963 1491861 1432490 67934 67934 1364556 0 1364556 PART X, LINE 2: TAX POSITION: THE FOUNDATION CURRENTLY EVALUATES ALL TAX POSITIONS, AND MAKES A DETERMINATION REGARDING THE LIKELIHOOD OF THOSE POSITIONS BEING UPHELD UNDER REVIEW. THE PRIMARY TAX POSITIONS MADE BY THE FOUNDATION ARE THE EXISTENCE OF UNRELATED BUSINESS INCOME TAX AND THE FOUNDATION'S STATUS AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FOR THE YEARS PRESENTED, THE FOUNDATION HAS NOT RECOGNIZED ANY TAX BENEFITS OR LOSS CONTINGENCIES FOR UNCERTAIN TAX POSITIONS BASED ON THIS EVALUATION. ALL TAX PERIODS PRIOR TO 2011 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES. GOLF TOURNAMENT 100250 58728 41522 8000 15000 17000 1522 100250 58728 41522 8000 15000 17000 1522 41522 0 1 BROOKLINE COMMUNITY MENTAL HEALTH CENTER 41 GARRISON ROAD BROOKLINE MA 02445 042263744 501(C)(3) 150000 N/A DISCRETIONARY-COMMUNITY BROOKLINE HOUSING AUTHORITY (STEPS TO SUCCESS) 90 LONGWOOD BROOKLINE MA 02446 046004802 501(C)(3) 265000 N/A DISCRETIONARY-COMMUNITY BROOKLINE RECREATION DEPARTMENT 133 ELIOT STREET BROOKLINE MA 02467 046001102 501(C)(3) 12000 N/A DISCRETIONARY-COMMUNITY EMERALD NECKLACE CONSERVANCY 125 THE FENWAY BOSTON MA 02115 043414988 501(C)(3) 8000 N/A DISCRETIONARY-YOUTH FRIENDSHIP WORKS 105 CHAUNCY STREET SUITE 801 BOSTON MA 02416 043140541 501(C)(3) 6000 N/A DISCRETIONARY-COMMUNITY THE CITY SCHOOL INC 614 COLUMBIA ROAD DORCHESTER MA 02125 020532474 501(C)(3) 8000 N/A DISCRETIONARY-COMMUNITY BOSTON MOBILIZATION INC 30 BOW STREET CAMBRIDGE MA 02138 043550663 501(C)(3) 8000 N/A DISCRETIONARY-COMMUNITY BROOKLINE DEPARTMENT OF HEALTH AND HUMAN SERVICES 11 PIERCE STREET BROOKLINE MA 02445 046001102 501(C)(3) 5000 N/A DISCRETIONARY-COMMUNITY THE FILMMAKERS COLLABORATIVE INC 397 MOODY STREET WALTHAM MA 02453 222778829 501(C)(3) 5000 N/A DISCRETIONARY-COMMUNITY ITN GREATER BOSTON INC 34 DELOSS STREET FLOOR 1 FRAMINGHAM MA 01702 451562608 501(C)(3) 5000 N/A DISCRETIONARY-COMMUNITY MY LIFE MY CHOICE 989 COMMONWEALTH AVENUE BOSTON MA 02115 042526357 501(C)(3) 10000 N/A DISCRETIONARY-COMMUNITY SPRINGWELL INC 307 WAVERLEY OAKS ROAD NO 205 WALTHAM MA 02452 042616064 501(C)(3) 5000 N/A DISCRETIONARY-COMMUNITY TOWN OF BROOKLINE - LEGACY FUND 333 WASHINGTON STREET BROOKLINE MA 02445 046001102 501(C)(3) 28266 N/A DISCRETIONARY-COMMUNITY TOWN OF BROOKLINE - PASS THROUGH GRANT 333 WASHINGTON STREET BROOKLINE MA 02445 046001102 501(C)(3) 5000 N/A DISCRETIONARY-COMMUNITY THIRD SECTOR NEW ENGLAND INC (STEPS TO SUCCESS) 89 SOUTH STREET SUITE 700 BOSOTN MA 02111 042261109 501(C)(3) 40000 N/A DISCRETIONARY-COMMUNITY BROOKLINE HOUSING AUTHORITY (NEXT STEPS) 90 LONGWOOD BROOKLINE MA 02446 046004802 501(C)(3) 18000 N/A DISCRETIONARY-COMMUNITY 16 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 11 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 FINAL REVIEW AND APPROVAL. 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. FORM 990, PART XI, LINE 9: TRANSFER OF BROOKLINE TEEN CENTER NET ASSETS -155,132.