BROOKLINE COMMUNITY FOUNDATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: BROOKLINE COMMUNITY FOUNDATION INC (EIN 04-2103944)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-08-08
IRS object ID: 201312209349301326
Schema version: 2012v2.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule I
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-08-08T13:59:53-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NE KELLY AND ASSOCIATES LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	59 TEMPLE PLACE SUITE 556	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	021111307	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	042103944	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Brookline Community Foundation Inc	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BROO	NameControl
Phone	6175664442	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	40 Webster Place	AddressLine1
City	Brookline	City
State	MA	State
ZIP Code	02445	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Judith H Kidd	Name
Title	Chair	Title
Date Signed	2013-08-08	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Nancy Kelly	Name
PTIN	P00994756	PTIN
Phone	8573839363	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Gross Receipts	1701074	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
All Affiliates Included	false	AllAffiliatesIncluded
Organization501c3	X	Organization501c3
Web Site	www.brooklinecommunity.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1905	YearFormation
State Legal Domicile	MA	StateLegalDomicile
Activity Or Mission Description	See Schedule o for the complete mission statement Mission Statement - Brookline Community Foundation, Inc. exists to promote a strong, engaged and inclusive community. We identify and raise awareness of community needs, create forums for public dialogue and problem solving, inspire philanthropy and volunteerism, advance equal access to community resources and opportunities, and strengthen and sustain local nonprofits and organizations.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	23	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	23	NbrIndependentVotingMembers
Total Nbr Employees	16	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	2688112	ContributionsGrantsPriorYear
Contributions Grants Current Year	847575	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	-212770	InvestmentIncomePriorYear
Investment Income Current Year	56233	InvestmentIncomeCurrentYear
Other Revenue Prior Year	53264	OtherRevenuePriorYear
Other Revenue Current Year	58294	OtherRevenueCurrentYear
Total Revenue Prior Year	2528606	TotalRevenuePriorYear
Total Revenue Current Year	962102	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	739956	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	956584	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	202156	SalariesEtcPriorYear
Salaries Etc Current Year	251669	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	78939	TotalFundrsngExpCurrentYear
Other Expense Prior Year	160331	OtherExpensePriorYear
Other Expenses Current Year	219180	OtherExpensesCurrentYear
Total Expenses Prior Year	1102443	TotalExpensesPriorYear
Total Expenses Current Year	1427433	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	1426163	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-465331	RevenuesLessExpensesCY
Total Assets BOY	6968017	TotalAssetsBOY
Total Assets EOY	8122817	TotalAssetsEOY
Total Liabilities BOY	75264	TotalLiabilitiesBOY
Total Liabilities EOY	2869227	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	6892753	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	5253590	NetAssetsOrFundBalancesEOY
Mission Description	See Schedule o for the complete mission statement Mission Statement - Brookline Community Foundation, Inc. exists to promote a strong, engaged and inclusive community. We identify and raise awareness of community needs, create forums for public dialogue and problem solving, inspire philanthropy and volunteerism, advance equal access to community resources and opportunities, and strengthen and sustain local nonprofits and organizations.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	1200394	Expense
Grants	956584	Grants
Description	Brookline Community Foundation, Inc. exists to promote a strong, engaged and inclusive community. We identify and raise awareness of community needs, create forums for public dialogue and problem solving, inspire philanthropy and volunteerism, advance equal access to community resources and opportunities, and strengthen and sustain local nonprofits and organizations.	Description
Total Program Service Expense	1200394	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	true	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	true	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	true	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	19	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	16	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Form990-T Filed	false	Form990-TFiled
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Number Of8282 Filed	0	NumberOf8282Filed
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Filed Lieu1041	false	FiledLieu1041
Licensed More Than One State	false	LicensedMoreThanOneState
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	23	NbrVotingGoverningBodyMembers
Number Independent Voting Members	23	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	MA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	The Foundation	NamePerson
Telephone Number	6175664442	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	40 Webster Place	AddressLine1
City	Brookline	City
State	MA	State
ZIP Code	02445	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (25 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Average Hours Per Week RelatedAverageHoursPerWeekRelated	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
David Wood
Board trustee	4.00	0.00	X	0	0	0
William J Coughlin
Board Trustee	4.00	0.00	X	0	0	0
Paige Scott-Reed
Board Trustee	4.00	0.00	X	0	0	0
Julie Marcus
Board trustee	4.00	0.00	X	0	0	0
Susan Manaras
Board Trustee	4.00	0.00	X	0	0	0
Michael Lindstrom
Board Trustee	4.00	0.00	X	0	0	0
Frank Steinfield
Vice Chair	5.00	0.00	X	0	0	0	X
Robert Sperber
Board trustee	4.00	0.00	X	0	0	0
Paul Saner
Board trustee	4.00	0.00	X	0	0	0
Gerald Davidson
Board Trustee	4.00	0.00	X	0	0	0
Mini Kolluri
Board trustee	4.00	0.00	X	0	0	0
Jim Notman
Board trustee	4.00	0.00	X	0	0	0
Ali Dorf
Board trustee	4.00	0.00	X	0	0	0
Joanne Sullivan
Board trustee	4.00	0.00	X	0	0	0
Michael J Maynard
Board trustee	4.00	0.00	X	0	0	0
Ashley Mason
Clerk	5.00	0.00	X	0	0	0	X
Kristen Jilek
Board trustee	4.00	0.00	X	0	0	0
John Hodgman
Board trustee	4.00	0.00	X	0	0	0
Jay Lebed
Treasurer	5.00	0.00	X	0	0	0	X
Judith H Kidd
Chair	10.00	0.00	X	20000	0	0	X
Andrew Bernstein
Board trustee	4.00	0.00	X	0	0	0
Hsiu-Lan Chang
Board trustee	4.00	0.00	X	0	0	0
Carla Benka
Board trustee	4.00	0.00	X	0	0	0
Richard E Ward
Exec. Director	40.00	0.00		34770	0	0	X
Jennifer Amory
Exec. Director	40.00	0.00		21158	0	0	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	75928	TotalReportableCompFromOrg
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Fundraising Events	48900	FundraisingEvents
All Other Contributions	798675	AllOtherContributions
Total Contributions	847575	TotalContributions
Total Program Service Revenue	0	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	87848	TotalRevenueColumn
Exclusion	$87,848	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	53228	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	53228	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	53228	TotalRevenueColumn
Exclusion	$53,228	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	671449	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	703064	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	-31615	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-31615	TotalRevenueColumn
Exclusion	-$31,615	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	35908	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	48900	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	35908	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	Miscellaneous income	Description
Total Revenue Column	5066	TotalRevenueColumn
Exclusion	$5,066	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	5066	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	962102	TotalRevenueColumn
Exclusion	$114,527	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	956584	Total
Program Services	956584	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	75928	Total
Program Services	41760	ProgramServices
Management And General	15186	ManagementAndGeneral
Fundraising	18982	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	144754	Total
Program Services	72774	ProgramServices
Management And General	37888	ManagementAndGeneral
Fundraising	34092	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	0	Total

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	0	Total

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	30987	Total
Program Services	17137	ProgramServices
Management And General	6925	ManagementAndGeneral
Fundraising	6925	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	12625	Total
Management And General	12625	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	28053	Total
Management And General	28053	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	54914	Total
Program Services	34885	ProgramServices
Management And General	8200	ManagementAndGeneral
Fundraising	11829	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	6282	Total
Program Services	6282	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	7610	Total
Program Services	4566	ProgramServices
Management And General	1522	ManagementAndGeneral
Fundraising	1522	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	0	Total

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	0	Total

Travel Travel

Field	Value	IRS element (for citing)
Total	0	Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	17139	Total
Management And General	17139	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	0	Total

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	11399	Total
Program Services	7554	ProgramServices
Management And General	3845	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	4945	Total
Program Services	3238	ProgramServices
Management And General	1707	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Management And GeneralManagementAndGeneral	Program ServicesProgramServices	FundraisingFundraising
Membership dues	9068	9068
Non Capital Equipment	11109	1782	6995	2332
Building maintenance	17243		17243
Printing and Publications	19071	26	19045

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	19722	Total
Program Services	12331	ProgramServices
Management And General	4134	ManagementAndGeneral
Fundraising	3257	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	1427433	Total
Program Services	1200394	ProgramServices
Management And General	148100	ManagementAndGeneral
Fundraising	78939	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	871654	BOY
EOY	691599	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
EOY	0	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	1092790	BOY
EOY	2554821	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
EOY	0	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
EOY	0	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	776	BOY
EOY	3187	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	255222	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	136172	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	106914	BOY
EOY	119050	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
EOY	0	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	4895883	BOY
EOY	4754160	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
EOY	0	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	6968017	BOY
EOY	8122817	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	38419	BOY
EOY	227264	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	35000	BOY
EOY	7894	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	1845	BOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
EOY	2634069	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	75264	BOY
EOY	2869227	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	3401277	BOY
EOY	3338262	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2798698	BOY
EOY	1163970	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	692778	BOY
EOY	751358	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	6892753	BOY
EOY	5253590	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	6968017	BOY
EOY	8122817	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-465331	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	460416	ReconciliationUnrealizedInvest
Reconcilation Other Changes	-1634248	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	680058	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	774421	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	779770	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2688112	CurrentTaxYearMinus1Year
Current Tax Year	847575	CurrentTaxYear
Total	5769936	Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

Field	Value	IRS element (for citing)
Total	0	Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

Field	Value	IRS element (for citing)
Total	0	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	680058	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	774421	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	779770	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2688112	CurrentTaxYearMinus1Year
Current Tax Year	847575	CurrentTaxYear
Total	5769936	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	0	AmountsSubstContributorsTotal
Public Support Total170	5769936	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	127022	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	128268	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	82070	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	-212770	CurrentTaxYearMinus1Year
Current Tax Year	56233	CurrentTaxYear
Total	180823	Total

Net UBI NetUBI

Field	Value	IRS element (for citing)
Total	0	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	53264	CurrentTaxYearMinus1Year
Current Tax Year	58294	CurrentTaxYear
Total	111558	Total

Field	Value	IRS element (for citing)
Total Support	6062317	TotalSupport
Public Support Pertcentage170	0.95180	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.88590	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Number DA Fs Held	4	NumberDAFsHeld
Number Funds Held	12	NumberFundsHeld
Donor Advised Contributions	87058	DonorAdvisedContributions
Contrib To Funds And Other Accounts	503779	ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds	88095	GrantsPaidFromDonorFunds
Grants Funds And Other Accounts	710258	GrantsFundsAndOtherAccounts
Aggregate DAF Value	868619	AggregateDAFValue
Aggregate Fund Value	295351	AggregateFundValue
Disclosed Orgs Legal Control	true	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	true	DisclosedForCharitablePurposes

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	692778	BeginningOfYearBalance
Contributions	713	Contributions
Investment Earnings Or Losses	67870	InvestmentEarningsOrLosses
Grants Or Scholarships	-10003	GrantsOrScholarships
End Of Year Balance	751358	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	664130	BeginningOfYearBalance
Contributions	75350	Contributions
Investment Earnings Or Losses	-32402	InvestmentEarningsOrLosses
Grants Or Scholarships	-14300	GrantsOrScholarships
End Of Year Balance	692778	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	553213	BeginningOfYearBalance
Contributions	50750	Contributions
Investment Earnings Or Losses	60167	InvestmentEarningsOrLosses
End Of Year Balance	664130	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	390994	BeginningOfYearBalance
Contributions	51000	Contributions
Investment Earnings Or Losses	151280	InvestmentEarningsOrLosses
Grants Or Scholarships	-40061	GrantsOrScholarships
End Of Year Balance	553213	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	182283	BeginningOfYearBalance
Contributions	-140171	Contributions
Investment Earnings Or Losses	-11610	InvestmentEarningsOrLosses
Administrative Expenses	390994	AdministrativeExpenses
End Of Year Balance	390994	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	1.00000	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	3500	OtherCostOrOtherBasis
Book Value	3500	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	189834	OtherCostOrOtherBasis
Depreciation	98244	Depreciation
Book Value	91590	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	41016	OtherCostOrOtherBasis
Depreciation	20186	Depreciation
Book Value	20830	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	20872	OtherCostOrOtherBasis
Depreciation	17742	Depreciation
Book Value	3130	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	119050	TotalOfBookValueLandBuildings
Total Of Book Value Securities	4754160	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	Due to Fiscally Sponsored Organizations	Description
Amount	$2,634,069	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	2634069	TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt	1426793	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	460416	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	32328	DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990	492744	RevenueNotRptdF990
Revenue Subtotal	934049	RevenueSubtotal
Investment Expenses Not Included	28053	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	28053	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	962102	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	1431708	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	32328	DonatedServicesUseOfFacilities
Expenses Not Rptd F990	32328	ExpensesNotRptdF990
Expenses Subtotal	1399380	ExpensesSubtotal
Investment Expenses Not Included2	28053	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	28053	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	1427433	TotalExpensesPerForm990

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Agreement Ref Fundraising	false	AgreementRefFundraising

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	Golf Event	NameOfEvent1
Gross Receipts Event1	84808	GrossReceiptsEvent1
Charitable Contributions Event1	48900	CharitableContributionsEvent1
Gross Revenue Event1	35908	GrossRevenueEvent1
Other Direct Expenses Event1	35908	OtherDirectExpensesEvent1
Gross Receipts Total	84808	GrossReceiptsTotal
Charitable Contributions Total	48900	CharitableContributionsTotal
Gross Revenue Total Events	35908	GrossRevenueTotalEvents
Other Direct Expenses Total Events	35908	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	35908	DirectExpenseSummaryEvents

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (8 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	Amount Of Cash GrantAmountOfCashGrant	Amount Of Non Cash AssistanceAmountOfNonCashAssistance	Method Of ValuationMethodOfValuation	Purpose Of GrantPurposeOfGrant
Steps to Success
19 Kennard Rd	Brookline	MA	02445	046004802	60000	0	FMV	Discretionary-Community
PALS Childrens Chorus
PO Box 470411	Brookline	MA	02445	043304489	6200	0	FMV	Discretionary-Community
Emerald Necklace Conservancy
125 The Fenway	Boston	MA	02115	043414988	6000	0	FMV	Discretionary - Youth
Brookline Recreation Depart
133 Eliot St	Brookline	MA	02467	046001102	18000	0	FMV	Discretionary- Community
Brookline Housing Authority
90 Longwood Ave	Brookline	MA	02446	046004802	132000	0	FMV	Discretionary - Community
Brookline Council on Aging
93 Winchester St	Brookline	MA	02446	046001102	10000	0	FMV	Discretionary- Community
Brookline Community Mental Health Ctr
41 Garrison Rd	Brookline	MA	02445	042263744	115000	0	FMV	Discretionary - Community
Artz for Alzheimers
130 New Boston Street	Woburn	MA	01801	043316917	10000	0	FMV	Discretionary- Community

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	1	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	7	TotalNbrOfOtherOrganizations

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
Michael Lindstrom
Trustee	136823	Contracted service	false
Judith H Kidd
Board chair	20000	Interim Exec. Direct	false

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990, Part XI, Line 9	Other Changes In Net Assets Or Fund Balances - Other Increases	Prior period adjustment = $14932
Form 990, Part XI, Line 9	Other Changes In Net Assets Or Fund Balances - Other Decreases	Net assets of fiscally sponsored organizations = -$1649180
Form 990, Part VI, Line 19	Form 990, Part VI, Line 19: Other Organization Documents Publicly Available	All Documents are available upon request within the prescribed time frames as required
Form 990, Part VI, Line 15b	Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees	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, Line 15a	Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management	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, Line 12c	Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts	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 ackowledges that each individual has disclosed any potential confilict of interest; received a copy of the confilct 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, Line 11b	Form 990, Part VI, Line 11b: Form 990 Review Process	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.