BROOKLINE COMMUNITY FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BROOKLINE COMMUNITY FOUNDATION INC (EIN 04-2103944)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-05
- IRS object ID
- 201201579349300220
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-05T12:01:07-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-06-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Nancy Kelly | Name |
| Phone | 8573839363 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Judith H Kidd | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 Webster Place | AddressLine1 |
| City | Brookline | City |
| State | MA | State |
| ZIP Code | 02445 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2774220 | 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 | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 779770 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2688112 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 82070 | InvestmentIncomePriorYear |
| Investment Income Current Year | -212770 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 101174 | OtherRevenuePriorYear |
| Other Revenue Current Year | 53264 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 963014 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2528606 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 769956 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 739956 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 163880 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 202156 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 67695 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 177979 | OtherExpensePriorYear |
| Other Expenses Current Year | 160331 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1111815 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1102443 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -148801 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1426163 | RevenuesLessExpensesCY |
| Total Assets BOY | 5522519 | TotalAssetsBOY |
| Total Assets EOY | 6968017 | TotalAssetsEOY |
| Total Liabilities BOY | 55929 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 75264 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5466590 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6892753 | 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 | 889024 | Expense |
| Grants | 739956 | 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 | 889024 | 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 | false | 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 | false | 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 | 15 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 8 | 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 |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | 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 |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | 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 |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| 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 |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| 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 (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| David Wood | ||||||
| Board trustee | 1.00 | X | 0 | 0 | 0 | |
| William J Coughlin | ||||||
| Treasurer | 3.00 | X | 0 | 0 | 0 | |
| Julie Marcus | ||||||
| Board trustee | 1.00 | X | 0 | 0 | 0 | |
| Frank Steinfield | ||||||
| Vice Chair | 1.00 | X | 0 | 0 | 0 | |
| Robert Sperber | ||||||
| Board trustee | 1.00 | X | 0 | 0 | 0 | |
| Paul Saner | ||||||
| Board trustee | 1.00 | X | 0 | 0 | 0 | |
| Mini Kolluri | ||||||
| Board trustee | 1.00 | X | 0 | 0 | 0 | |
| Jim Notman | ||||||
| Board trustee | 1.00 | X | 0 | 0 | 0 | |
| Ali Dorf | ||||||
| Board trustee | 1.00 | X | 0 | 0 | 0 | |
| Joanne Sullivan | ||||||
| Board trustee | 1.00 | X | 0 | 0 | 0 | |
| Michael J Maynard | ||||||
| Board trustee | 1.00 | X | 0 | 0 | 0 | |
| Ashley Mason | ||||||
| Clerk | 1.00 | X | 0 | 0 | 0 | |
| Kristen Jilek | ||||||
| Board trustee | 1.00 | X | 0 | 0 | 0 | |
| John Hodgman | ||||||
| Board trustee | 1.00 | X | 0 | 0 | 0 | |
| Judith H Kidd | ||||||
| Chair | 3.00 | X | 0 | 0 | 0 | |
| Andrew Bernstein | ||||||
| Board trustee | 1.00 | X | 0 | 0 | 0 | |
| Hsiu-Lan Chang | ||||||
| Board trustee | 1.00 | X | 0 | 0 | 0 | |
| Carla Benka | ||||||
| Board trustee | 1.00 | X | 0 | 0 | 0 | |
| Richard E Ward | ||||||
| Exec. Director | 40.00 | 85000 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 85000 | 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 | 46078 | FundraisingEvents |
| All Other Contributions | 2642034 | AllOtherContributions |
| Total Contributions | 2688112 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -234090 | TotalRevenueColumn |
| Exclusion | -$234,090 | 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 | 228912 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 207592 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21320 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21320 | TotalRevenueColumn |
| Exclusion | $21,320 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 38022 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 46078 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 38022 | 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 | 36 | TotalRevenueColumn |
| Exclusion | $36 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 36 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2528606 | TotalRevenueColumn |
| Exclusion | -$159,506 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 739956 | Total |
| Program Services | 739956 | 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 | 85000 | Total |
| Program Services | 46750 | ProgramServices |
| Management And General | 17000 | ManagementAndGeneral |
| Fundraising | 21250 | 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 | 100996 | Total |
| Program Services | 55548 | ProgramServices |
| Management And General | 20198 | ManagementAndGeneral |
| Fundraising | 25250 | 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 | 375 | Total |
| Program Services | 206 | ProgramServices |
| Management And General | 75 | ManagementAndGeneral |
| Fundraising | 94 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15785 | Total |
| Program Services | 8682 | ProgramServices |
| Management And General | 3157 | ManagementAndGeneral |
| Fundraising | 3946 | 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 | 11725 | Total |
| Management And General | 11725 | 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 | 28904 | Total |
| Management And General | 28904 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6033 | Total |
| Management And General | 6033 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2550 | Total |
| Program Services | 2550 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4929 | Total |
| Management And General | 4929 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300 | Total |
| Program Services | 300 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7879 | Total |
| Management And General | 7879 | ManagementAndGeneral |
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 | 15151 | Total |
| Management And General | 15151 | 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 | 8205 | Total |
| Program Services | 5774 | ProgramServices |
| Management And General | 2431 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5459 | Total |
| Program Services | 3299 | ProgramServices |
| Management And General | 2160 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| TELEPHONE | 3318 | 3318 | ||
| Printing and Publications | 21001 | 3143 | 6446 | 11412 |
| Membership Dues | 10534 | 10534 | ||
| FUNDRAISING | 5332 | 5332 | ||
| Building maintenance | 19513 | 19513 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9498 | Total |
| Management And General | 9087 | ManagementAndGeneral |
| Fundraising | 411 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1102443 | Total |
| Program Services | 889024 | ProgramServices |
| Management And General | 145724 | ManagementAndGeneral |
| Fundraising | 67695 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 387878 | BOY |
| EOY | 871654 | 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 | 65606 | BOY |
| EOY | 1092790 | 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 | 774 | BOY |
| EOY | 776 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 232415 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 125501 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111101 | BOY |
| EOY | 106914 | 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 | 4957160 | BOY |
| EOY | 4895883 | 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 | 5522519 | BOY |
| EOY | 6968017 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44602 | BOY |
| EOY | 38419 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 35000 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11327 | BOY |
| EOY | 1845 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55929 | BOY |
| EOY | 75264 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3636215 | BOY |
| EOY | 3401277 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1166245 | BOY |
| EOY | 2798698 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 664130 | BOY |
| EOY | 692778 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5466590 | BOY |
| EOY | 6892753 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5522519 | BOY |
| EOY | 6968017 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1426163 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
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 | 592492 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 680058 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 774421 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 779770 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2688112 | CurrentTaxYear |
| Total | 5514853 | 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 | 592492 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 680058 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 774421 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 779770 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2688112 | CurrentTaxYear |
| Total | 5514853 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5514853 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 532259 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 127022 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 128268 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 82070 | CurrentTaxYearMinus1Year |
| Current Tax Year | -212770 | CurrentTaxYear |
| Total | 656849 | 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 | 53264 | CurrentTaxYear |
| Total | 53264 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6224966 | TotalSupport |
| Public Support Pertcentage170 | 0.88590 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.79250 | 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 | 15 | NumberFundsHeld |
| Donor Advised Contributions | 90745 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 2373254 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 49707 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 577917 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 802891 | AggregateDAFValue |
| Aggregate Fund Value | 1995807 | 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 | 664130 | BeginningOfYearBalance |
| Contributions | 75350 | Contributions |
| Investment Earnings Or Losses | -32402 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -14300 | GrantsOrScholarships |
| End Of Year Balance | 692778 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 |
| 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 | 188489 | OtherCostOrOtherBasis |
| Depreciation | 92432 | Depreciation |
| Book Value | 96057 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19554 | OtherCostOrOtherBasis |
| Depreciation | 16342 | Depreciation |
| Book Value | 3212 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20872 | OtherCostOrOtherBasis |
| Depreciation | 16727 | Depreciation |
| Book Value | 4145 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 106914 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 4895883 | TotalOfBookValueSecurities |
| Total Revenue | 2528606 | TotalRevenue |
| Total Expenses | 1102443 | TotalExpenses |
| Excess Or Deficit For Year | 1426163 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 1426163 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2524959 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 25257 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 25257 | RevenueNotRptdF990 |
| Revenue Subtotal | 2499702 | RevenueSubtotal |
| Investment Expenses Not Included | 28904 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 28904 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2528606 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1098796 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 25257 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 25257 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1073539 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 28904 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 28904 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1102443 | 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 | 84100 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 46078 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 38022 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 38022 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 84100 | GrossReceiptsTotal |
| Charitable Contributions Total | 46078 | CharitableContributionsTotal |
| Gross Revenue Total Events | 38022 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 38022 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 38022 | DirectExpenseSummaryEvents |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| Steps to Success | |||||||||
| 19 Kennard Rd | Brookline | MA | 02445 | 042103944 | 501 (C)(3) | 25000 | 0 | FMV | Discretionary-Community |
| Friendship Works | |||||||||
| 105 Chauncy St | Boston | MA | 02111 | 043140541 | 501 (C)(3) | 6000 | 0 | FMV | Discretionary - Community |
| Emerald Necklace Conservancy | |||||||||
| 891 Centre Street | Jamaica Plain | MA | 02130 | 043414988 | 501 (C)(3) | 6000 | 0 | FMV | Discretionary - Youth |
| Brookline Teen Center | |||||||||
| 40 Webster Place | Brookline | MA | 02445 | 263042342 | 501 (c)(3) | 25000 | 0 | FMV | Discretionary-Community |
| Brookline Recreation Depart | |||||||||
| 133 Eliot St | Brookline | MA | 02467 | 046001102 | 501 (C)(3) | 18000 | 0 | FMV | Discretionary- Community |
| Brookline Housing Authority | |||||||||
| 90 Longwood Ave | Brookline | MA | 02446 | 046004802 | 501 (C)(3) | 10000 | 0 | FMV | Discretionary - Community |
| Brookline Extended Day Advisory | |||||||||
| 50 School St | Brookline | MA | 02445 | 043664376 | 501 (C)(3) | 25000 | 0 | FMV | Discretionary - Community |
| Brookline Council on Aging | |||||||||
| 93 Winchester St | Brookline | MA | 02446 | 042719972 | 501 (C)(3) | 10000 | 0 | FMV | Discretionary- Community |
| Brookline Community Mental Health Ctr | |||||||||
| 43 Garrison Rd | Brookline | MA | 02445 | 042263744 | 501 (C)(3) | 13000 | 0 | FMV | Discretionary - Community |
| Artz for Alzheimers | |||||||||
| 130 New Boston Street | Woburn | MA | 01801 | 043316917 | 501 (C)(3) | 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 | 9 | TotalNbrOfOtherOrganizations |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 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 11 | Form 990, Part VI, Line 11: 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. |
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