2026-04-01T14:09:55-05:00 2025-06-30 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD SUITE 302 WESTBOROUGH MA 01581 990 2024-07-01 042103944 BROOKLINE COMMUNITY FOUNDATION INC BROO 6175664442 40 WEBSTER PLACE BROOKLINE MA 02445 DAVID MANN CO-PRESIDENT 6175664442 2026-04-01 1 0 LINDA M SMITH CPA P00316105 5088717178 2026-04-01 2024 2025-03-06 01:10:19Z DAVID MANN 40 WEBSTER PLACE BROOKLINE MA 02445 2765978 0 X WWW.BROOKLINECOMMUNITY.ORG X 1905 MA TO CREATE OPPORTUNITY AND PROMOTE EQUITY THROUGH THE TRANSFORMATIVE POWER OF GIVING. 15 15 8 6 0 0 1845138 1777827 0 0 5748958 655339 22154 19452 7616250 2452618 1097639 1591415 0 0 820123 500146 0 55825 357985 305437 399703 2223199 2547089 5393051 -94471 15541437 16548281 554180 799430 14987257 15748851 X THE BROOKLINE COMMUNITY FOUNDATION CREATES OPPORTUNITY AND PROMOTES EQUITY THROUGH THE TRANSFORMATIVE POWER OF GIVING. 0 0 1870186 1591415 BCF'S PROGRAMMATIC ACTIVITY INCLUDES FOUR KEY INITIATIVES. ALL OF THESE PROGRAMMATIC INITIATIVES AND PHILANTHROPIC SERVICES DRIVE TOWARDS BCF'S STRATEGIC OBJECTIVES.- BCF GRANTMAKING - OUR CORE GRANTMAKING PROGRAMS THAT FUND BROOKLINE'S NONPROFITS, COMMUNITY GROUPS AND EFFORTS THAT AIM TO ELIMINATE BARRIERS TO OPPORTUNITY AND EQUITY AND EXPAND ACCESS FOR VULNERABLE POPULATIONS. THROUGH THIS EFFORT, BCF AWARDS GRANTS IN VARIOUS PROGRAMS INCLUDING THE COMMUNITY GRANT PROGRAM, SAFETY NET GRANT PROGRAM, YOUTH DEVELOPMENT GRANT PROGRAM, B. GREAT GRANT PROGRAM AND SCHOLARSHIPS TO BROOKLINE HIGH SCHOOL STUDENTS. BCF ALSO MAKES GRANTS THROUGH CERTAIN FUNDS ESTABLISHED BY COMMUNITY MEMBERS TO BENEFIT BROOKLINE.- UNDERSTANDING BROOKLINE - A RESEARCH INITIATIVE THAT PUBLISHED A NEW REPORT AND A DYNAMIC COMMUNITY DATABASE PROVIDING INSIGHTS INTO THE TRENDS SHAPING BROOKLINE. FOR THE FIRST TIME, REAL-TIME BROOKLINE-SPECIFIC DATA ON HEALTH, WELLNESS, ECONOMIC OPPORTUNITY, EDUCATION, AND MORE WILL BE AVAILABLE FOR COMMUNITY USE. THE DATA AND ANALYSIS CAN BE LEVERAGED TO DRIVE COLLABORATIVE PLANNING, PRIORITY-SETTING AND ACTION FOR BCF AND OTHERS IN BROOKLINE. THIS EXCITING PROJECT WAS CELEBRATED AT AN IN-PERSON LAUNCH IN NOVEMBER 2023.- COMMUNITY PARTNERSHIPS - WE USE INSIGHTS GAINED THROUGH RESEARCH TO DRIVE SHARED COMMUNITY CONVERSATIONS AND ENGAGE COMMUNITY MEMBERS IN COLLABORATIVE SOLUTION-BUILDING. THROUGH COMMUNITY ENGAGEMENT EFFORTS WE LEARN FIRSTHAND WHERE COMMUNITY MEMBERS SEE OPPORTUNITIES FOR MEANINGFUL CHANGE AND WHERE WE CAN MAKE TRANSFORMATIVE INVESTMENTS IN BROOKLINE. AND THROUGH NEW INITIATIVES AND PARTNERSHIPS, WE'RE BRINGING DEEPER INSIGHTS AND NEW IDEAS TO ADDRESS OUR SHARED CHALLENGES TOGETHER.- PHILANTHROPIC LEADERSHIP - BCF PARTNERS WITH DONORS TO IDENTIFY OPPORTUNITIES FOR MEANINGFUL COMMUNITY INVESTMENT THAT SUPPORTS A THRIVING BROOKLINE TODAY, TOMORROW, AND FOR GENERATIONS TO COME. WE WORK SIDE-BY-SIDE WITH DONORS, SPONSOR SITE VISITS AS WELL AS DONOR PROGRAMS TO ILLUSTRATE THE IMPACT OF THEIR GIVING TO BCF. WE HELP DONORS REALIZE THEIR UNIQUE PHILANTHROPIC VISIONS, ESTABLISH AND MANAGE FUNDS THAT PROVIDE CRUCIAL SUPPORT TO LOCAL ORGANIZATIONS, AND ENSURE THEIR GIVING HAS THE GREATEST POSSIBLE IMPACT IN BROOKLINE. DONORS ARE ABLE TO MAKE LEGACY GIFTS TO HELP ENSURE THE FUTURE OF BROOKLINE. 1870186 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X INSOURCE SERVICES INC 7812351490 148 LINDEN ST WELLESLEY MA 02482 DAVID MANN CO-PRESIDENT 4.00 X X 0 0 0 ZORAIDA FERNANDEZ CO-PRESIDENT 4.00 X X 0 0 0 BEN CHANG TREASURER 4.00 X X 0 0 0 JENNIFER SEGEL CLERK 4.00 X X 0 0 0 AMY LUSTER BOARD MEMBER 4.00 X 0 0 0 CRAIG HARSFIELD BOARD MEMBER 4.00 X 0 0 0 GIOIA PERUGINI BOARD MEMBER 4.00 X 0 0 0 MANISH MASKI BOARD MEMBER 4.00 X 0 0 0 MARCIA B HERTZ BOARD MEMBER 4.00 X 0 0 0 OLIVER SCHOLLE BOARD MEMBER 4.00 X 0 0 0 ROB DAVES BOARD MEMBER 4.00 X 0 0 0 STEVE HEIKIN BOARD MEMBER 4.00 X 0 0 0 VERONIKA TRUFANOVA BOARD MEMBER 4.00 X 0 0 0 VICTOR VIKTOROV BOARD MEMBER 4.00 X 0 0 0 MATTHEW SUDDUTH BOARD MEMBER 4.00 X 0 0 0 ABA TAYLOR FORMER EXECUTIVE DIRECTOR 40.00 X 182028 0 7281 LAURA BECKER DIRECTOR OF FINANCE & OPS 32.00 X 134404 0 11647 316432 0 18928 2 0 1 0 0 82433 776645 918749 18471 1777827 625093 625093 286618 256372 30246 30246 30246 76440 82433 56988 19452 19452 2452618 0 0 674791 1591415 1591415 118440 35532 35532 47376 315130 94799 86340 133991 8983 1653 2712 4618 22570 3115 2943 16512 35023 10342 11292 13389 89340 66555 22185 600 536 536 22950 22950 55825 55825 60654 60654 86740 21353 43907 21480 104428 31326 20886 52216 18430 9214 4608 4608 7909 2372 1582 3955 6830 2049 1366 3415 STAFF DEVELOPMENT 1425 1425 EXPENSES FOR FISCALLY S 461 461 2547089 1870186 318918 357985 638448 485204 144088 148828 192250 146000 26279 17784 14430007 15638965 110365 111500 15541437 16548281 7515 5540 291250 20580 14700 526085 487940 554180 799430 X 7896434 8106559 7090823 7642292 14987257 15748851 15541437 16548281 X -94471 854930 1135 X 0 1 X 1 0 X 2342964 2075738 1663809 1845138 1777827 9705476 2342964 2075738 1663809 1845138 1777827 9705476 730854 8974622 267674 337722 267303 344207 625093 1841999 14870 19452 34322 7284 7284 11589081 175223 0.77440 0.77340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5 36 207158 1110168 220295 1078570 1354209 7325464 1 1 0 8972488 194421 844881 429596 9582194 3956329 4758737 485802 228380 8972488 3518089 321917 329771 213448 3956329 3857394 268565 -430822 177048 3518089 2998158 175260 836264 152288 3857394 0.50830 0.49170 0.00000 0 0 0 CONDITIONAL GRANT ADVANCE 487940 487940 3248029 854930 1135 856065 2391964 60654 60654 2452618 2486435 0 2486435 60654 60654 2547089 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS CONSIST OF INDIVIDUAL DONOR-RESTRICTED ENDOWED FUNDS ESTABLISHED TO SUPPORT ACTIVITIES OF THE FOUNDATION, A SCHOLARSHIP FUND ESTABLISHED BY THE BOARD TO ACCEPT DONOR-RESTRICTED ENDOWED GIFTS, A BOARD-DESIGNATED ENDOWED PORTION OF THE BROOKLINE SAFETY NET FUND AND THE BUILDING A BETTER BROOKLINE BOARD DESIGNATED ENDOWMENT FUND. THE EARNINGS AND APPRECIATION ON THE ENDOWED FUNDS ARE EITHER AVAILABLE FOR GENERAL GIVING OR RESTRICTED FOR SPECIFIC PURPOSES BY THE ENDOWMENT AGREEMENT. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST 1,135. X X X X 0 FRIDMAN STRATEGIES 1874 BEACON ST WABAN MA 02468 FUNDRAISING CONSULTANT 0 0 48325 0 NONPROFIT LEVERS 28 VINEYARD ST CAMBRIDGE MA 02138 FUNDRAISING CONSULTANT 0 0 7500 0 55825 MA BROOKLINE FUND GOLF TOURNAMENT 158873 82433 76440 19760 14241 22987 158873 82433 76440 19760 14241 22987 56988 19452 1 2LIFE COMMUNITIES 30 WALLINGFORD ROAD BRIGHTON MA 02135 042607197 501(C)(3) 12600 0 N/A 2LIFE'S CREATIVE APPROACHES TO HEALTHIER AGING IN BROOKLINE. BOSTON WORKER'S CIRCLE CENTER FOR JEWISH CULTURE AND SOCIAL JUSTICE 6 WEBSTER STREET BROOKLINE MA 02446 042347902 501(C)(3) 11100 0 N/A BOSTON WORKERS CIRCLE - STRATEGIC PLAN IMPLEMENTATION BREAKTIME 170 PORTLAND STREET BOSTON MA 02114 842301372 501(C)(3) 10000 0 N/A THE BREAKTIME COMMUNITY FUND BROOKLINE ARTS CENTER 86 MONMOUTH STREET BROOKLINE MA 02446 237000746 501(C)(3) 11500 0 N/A FILM SCREENING AND CONVERSATION WITH NOOR ABED, GENERAL OPERATING SUPPORT, "WE NO LONGER PREFER MOUNTAINS" OUTDOOR FILM SCREENING BROOKLINE CENTER FOR COMMUNITY MENTAL HEALTH 41 GARRISON ROAD BROOKLINE MA 02445 042263744 501(C)(3) 100000 0 N/A CARE CONNECTIONS BROOKLINE COMMUNITY DEVELOPMENT CORPORATION 1017 BEACON STREET UNIT 18 BROOKLINE MA 02446 042737054 501(C)(3) 27500 0 N/A HOLIDAY GIFT DRIVE, BROOKLINE COMMUNITY ENGAGEMENT 2024 BROOKLINE EARLY EDUCATION PROGRAM 333 WASHINGTON ST BROOKLINE MA 024456853 542083602 501(C)(3) 19200 0 N/A FUND DISBURSEMENT ANNUAL GRANT FROM LAUREN DUNNE ASTLEY FUND, SUMMER ENRICHMENT AT BROOKLINE EARLY EDUCATION PROGRAM (BEEP) BROOKLINE FOOD PANTRY ST PAULS CHURCH IN BROOKLINE BROOKLINE MA 02446 472541926 501(C)(3) 15000 0 N/A BROOKLINE THRIVES, A PROGRAM OF THE BROOKLINE FOOD PANTRY BROOKLINE HOUSING AUTHORITY 90 LONGWOOD AVE STE 1 BROOKLINE MA 02446 046004802 501(C)(3) 30000 0 N/A ON JULY 30, 2025, THE TRUSTEES OF FRIENDS OF BROOKLINE PUBLIC HEALTH VOTED UNANIMOUSLY TO GRANT BROOKLINE HOUSING AUTHORITY $1,000. TO SUPPORT FUNDING OF THE BHA SUMMER WELLNESS CHALLENGE, AT THE JUNE 18, 2025 ANNUAL MEETING OF FRIENDS OF BROOKLINE PUBLIC HEALTH THE TRUSTEES VOTED UNANIMOUSLY TO USE OUR BCF FUND TO SUPPORT THE BROOKLINE HOUSING AUTHORITY'S BROOKLINE COMMUNITY DAY ACTIVITIES HELD ON JUNE 3, 2025, HOLIDAY ASSISTANCE & FLEXIBLE FUNDS, SUMMER WELLNESS CHALLENGE BROOKLINE INTERACTIVE GROUP 46 TAPPAN STREET BROOKLINE MA 02445 222495723 TOWN OF BROOKLINE 30625 0 N/A YOUTH MEDIA TRAINING PROGRAM, TELLING YOUR STORY SEASONS 10 AND BEYOND, TRUSTEES OF FRIENDS OF BROOKLINE PUBLIC HEALTH VOTED UNANIMOUSLY TO BECOME MEMBERS OF BROOKLINE INTERACTIVE GROUP AT THE $250.00 LEVEL. THIS WILL ENABLE MAKING PODCASTS AND VIDEOS TO SHARE IMPORTANT PUBLIC HEALTH INFORMATION, STIPEND FOR BGREAT COMMITTEE BROOKLINE RECREATION DEPARTMENT 133 ELIOT STREET BROOKLINE MA 02467 046001102 TOWN OF BROOKLINE 30000 0 N/A GRANT TO COVER SOME OF THE COSTS FOR WORK DONE TO CREATE NEW FORWARD TEES COMPLETED THIS LAST SPRING. BROOKLINE TEEN CENTER 40 ASPINWALL AVENUE BROOKLINE MA 02446 263042342 501(C)(3) 136000 0 N/A BTC OPERATIONS SUPPORT, BTC ANNUAL T-SHIRTS, EMERGENCY OPERATING FUNDS, CAPACITY BUILDING - BROOKLINE TEEN CENTER, BTC SHUTTLE VAN, FOOD IS FUEL PROGRAM AT THE BROOKLINE TEEN CENTER, EQUIPMENT FOR THE NEW MAKER SPACE FOR DESIGN PURPOSES (3DPRINTER, HEAT PRESS) BROOKLINENEWS PO BOX 28 BROOKLINE MA 02446 884218324 501(C)(3) 12000 0 N/A BROOKLINE.NEWS EDUCATION REPORTER BUILDING BRIDGES EDUCATION INC 30 DAVISON STREET HYDE PARK MA 02136 933945882 501(C)(3) 32500 0 N/A BUILDING BRIDGES EDUCATION HBCU PROGRAM CARITAS COMMUNITIES INC 25 BRAINTREE HILL PARK STE 206 BRAINTREE MA 02184 042875899 501(C)(3) 11500 0 N/A EMERGENCY RENTAL ASSISTANCE FOR 3 VULNERABLE INDIVIDUALS IN BROOKLINE COLLEGE AFFORDABLE INC 200 HIGHLAND AVE SUITE 305 NEEDHAM MA 02494 883690739 501(C)(3) 15000 0 N/A COLLEGE AFFORDABLE: ADDRESSING THE COLLEGE AFFORDABILITY CRISIS DRESS FOR SUCCESS BOSTON 989 COMMONWEALTH AVENUE BOSTON MA 02215 043554741 501(C)(3) 12000 0 N/A CONFIDENCE DAYS FOR BROOKLINE YOUTH EMERALD NECKLACE CONSERVANCY 350 JAMAICAWAY BOSTON MA 02130 043414988 501(C)(3) 5700 0 N/A EMERALD NECKLACE CONSERVANCY: INVESTING IN EQUITABLE PARKS CARE, PROGRAMMING & PARTNERSHIPS FAMILYAID BOSTON INC 3815 WASHINGTON ST BOSTON MA 02130 042105756 501(C)(3) 25000 0 N/A PROVIDING A SAFETY NET FOR BROOKLINE FAMILIES WITH CHILDREN EXPERIENCING HOMELESSNESS FII-NATIONAL DBA UPTOGETHER 2041 EAST STREET STE 1149 CONCORD CA 94520 020784790 501(C)(3) 545000 0 N/A GUARANTEED INCOME PROJECT WITH UPTOGETHER BROOKLINE AND BROOKLINE HOUSING AUTHORITY JEWISH FAMILY AND CHILDREN'S SERVICES 1430 MAIN STREET WALTHAM MA 02451 042104356 501(C)(3) 10000 0 N/A FAMILY TABLE MAB COMMUNITY SERVICES INC 200 IVY STREET BROOKLINE MA 02446 042109859 501(C)(3) 10000 0 N/A HEALTHY AGING FOR BROOKLINE OLDER ADULTS WITH VISUAL DISABILITIES PROJECT CITIZENSHIP 11 BEACON STREET SUITE 1210 BOSTON MA 02108 371769643 501(C)(3) 12300 0 N/A CITIZENSHIP SERVICES IN BROOKLINE PUPPET SHOWPLACE THEATER 32 STATION STREET BROOKLINE MA 02445 042546402 501(C)(3) 45000 0 N/A LEGISLATIVE EARMARK FOR THE PUPPET SHOWPLACE SOCIETY OF ST VINCENT DE PAUL - ST MARY OF THE ASSUMPTION 5 LINDEN PLACE BROOKLINE MA 02445 273509064 501(C)(3) 10000 0 N/A PERSONALIZED SAFETY NET ASSISTANCE SPRINGWELL INC 307 WAVERLEY OAKS ROAD WALTHAM MA 02452 042616064 501(C)(3) 25000 0 N/A PROVIDING NUTRITION & SUPPORT FOR VULNERABLE BROOKLINE OLDER ADULTS ST MARY OF THE ASSUMPTION SCHOOL 67 HARVARD ST BROOKLINE MA 02445 530196617 501(C)(3) 10000 0 N/A ST. MARY'S ATHLETIC PROGRAM EXPANSION STEPS TO SUCCESS INC PO BOX 470421 BROOKLINE MA 02447 471641692 501(C)(3) 46000 0 N/A CAREER CONNECTIONS (STS), BUILDING STRONG EARLY LITERACY FOUNDATIONS ACROSS GENERATIONS (TANYA PARIS) TOWN OF BROOKLINE FINANCE DEPARTMENT 333 WASHINGTON ST 1ST FLOOR BROOKLINE MA 02446 046001102 TOWN OF BROOKLINE 196500 0 N/A 2025 BHS SCHOLARSHIP GRANTS TOWN OF BROOKLINEBROOKLINE ADULT AND COMMUNITY EDUCATION 333 WASHINGTON ST 1ST FLOOR BROOKLINE MA 02445 046001102 TOWN OF BROOKLINE 25500 0 N/A BA&CE SMARTSUMMERS 2025 (FY26) SCHOLARSHIPS TOWN OF BROOKLINEPUBLIC SCHOOLS OF BROOKLINE 333 WASHINGTON STREET BROOKLINE MA 02445 046001102 TOWN OF BROOKLINE 31400 0 N/A WHIPPLE WRITING PROGRAMS 2025-26 WOMEN THRIVING INC 60 LONGWOOD AVE 1102 BROOKLINE MA 02446 833307979 501(C)(3) 9800 0 N/A COMMUNITY LEADERSHIP PROGRAM SUPPORT VOICES BOSTON PO BOX 470411 BROOKLINE MA 02447 043304489 501(C)(3) 8000 0 N/A VOICES BOSTON TUITION ASSISTANCE 2024-2025 WHITE SNAKE PROJECTS 280 LEE STREET BROOKLINE MA 02445 262176762 501(C)(3) 11000 0 N/A SING OUT STRONG: ENVIRONMENTAL VOICES YOUNG ISRAEL OF BROOKLINE 62 GREEN STREET BROOKLINE MA 02446 046006480 501(C)(3) 10000 0 N/A NEIGHBOR TO NEIGHBOR SUPPORT PROGRAM/TOGETHER ON TUESDAYS PROGRAM 35 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 FOUNDATION MAY, AT ITS DISCRETION AND ON REASONABLE NOTICE, REQUEST AN INTERIM REPORT FROM THE GRANTEE. X 0 0 0 0 0 0 0 0 0 ABA TAYLOR FORMER EXECUTIVE DIRECTOR 177028 0 5000 0 0 0 0 0 7281 0 189309 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B DRAFTS OF THE COMPLETED RETURNS ARE REVIEWED BY THE FINANCE AND AUDIT COMMITTEE. ANY COMMENTS ARISING FROM THEIR REVIEW ARE DISCUSSED AND IF REQUIRED, CHANGES ARE MADE TO THE DRAFT. THAT DRAFT WILL BE SUBMITTED TO THE BOARD OF TRUSTEES FOR ITS REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE, PRINCIPAL OFFICER, KEY EMPLOYEE AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS MUST FILE A BIOGRAPHICAL INFORMATION FORM WITH THE ORGANIZATION. EACH TRUSTEE, PRINCIPAL OFFICER, KEY EMPLOYEE AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS MUST ALSO COMPLETE THE ORGANIZATION'S DIRECTORS CONFLICT OF INTEREST STATEMENT WHICH ACKNOWLEDGES THAT EACH INDIVIDUAL HAS DISCLOSED ANY POTENTIAL CONFLICT OF INTEREST; RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; READ, UNDERSTAND AND AGREE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. THE ORGANIZATION ALSO INSTITUTED A POLICY THAT THE VOTING BOARD TRUSTEES WHO HAVE CONFLICTS MUST ABSTAIN FROM VOTING AND LEAVE THE MEETING ROOM. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES AND TO THE EXTENT NECESSARY WITH THE ASSISTANCE OF OUTSIDE CONSULTANT IS ASKED TO DEVELOP A COMPARATIVE BASE THAT IS AS CLOSE AS POSSIBLE TO OUR ORGANIZATION. DIFFERENT COMPARATIVE GROUPS ARE CONSIDERED FOR EACH POSITION. THIS MARKET ANALYSIS IS THEN REVIEWED BY THE BOARD OF TRUSTEES IN DETERMINATION OF SALARY ADJUSTMENTS FROM THE PERSPECTIVE OF MARKET COMPETITIVENESS AND PRIOR YEAR PERFORMANCE. PERFORMANCE IS BASED ON THE EXTENT THAT EACH PERSON HAS ACHIEVED HIS/HER GOALS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST WITHIN THE PRESCRIBED TIME FRAMES AS REQUIRED. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 1,135.