Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 426,610 | 389,907 | 291,497 | 207,227 | 329,742 | 1,644,983 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 426,610 | 389,907 | 291,497 | 207,227 | 329,742 | 1,644,983 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 211,544 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 1,433,439 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 426,610 | 389,907 | 291,497 | 207,227 | 329,742 | 1,644,983 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 12,887 | 13,316 | 12,898 | 15,174 | 11,069 | 65,344 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10. | 1,710,327 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
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| Form 990 governing body review Part VI line 11 | The annual form 990 is prepared by the independent auditor, reviewed and signed by the Treasurer or Assitant Treasurer. The Form 990 is also presented to the audit and finance committee. The form 990 is available for review by the Public in the office of the 21st Century Fund. |
| Conflict of interest policy compliance Part VI line 12c | The policy of the BHS 21st Century Fund with respect to conflicts of interest requires that directors, officers and all employees avoid any actual or potential conflict between their personal interest (including the interests of other persons and organizations with whom the director, officer or employee has a personal or business relationship) and the interests of 21st Century Fund in dealing with organization or individuals doing or seeking to do business with the 21st Century.In any financial transaction or other matter in which a director, officer or employee may have a potential or actual conflicting relationship, the relationship shall be disclosed to all persons charged with responsilibity for approving the transaction and such director, officer, or employee must recuse themselves from participation in discussion, approvals or votes on such transactions. In furtherance of this policy, the 21st Century Fund requires that ll directors, officers and employees annually review this policy, not later than June 30 of each year. The 21st Century Fund further requires that all directors, officers, and emplooyees disclose any potential or known conflicts and comunicate such disclosures to the board of directors prior to any approval, vote, or other action on any financial transaction or other matter identified by board members. |
| CEO executive director top management comp Part VI line 15a | Compensation of employees is included in the annual budgeting process. Salary recommendations are made by the Treasurer and the audit and finance committee. Approval of compensation changes is made by the chair and executive committee. |
| Other officer or key employee compensation Part VI line 15b | Compensation of employees is included in the annual budgeting process. Salary recommendations are made by the Treasurer and the audit and finance committee. Approval of compensation changes is made by the chair and executive committee. |
| Governing documents etc available to public Part VI line 19 | The governing documents, policies, form 990 and annual financial statements of the 21st Century Fund are made available to the public for review in the offices of the 21st Century Fund and on anothers website. |
| General explanation attachment | FORM 990, PART 1, LINE 1,PAGE 1, AND PART III, LINE 1, PAGE 2 DESCRIPTION OF ORGANIZATION MISSION (continued):THINKING, MAKING BROOKLINE HIGH SCHOOL A LABORATORY FOR NEW AND CREATIVE APPROACHES IN PUBLIC SCHOOL EDUCATION. MOST IMPORTANTLY, THE FUNDS PROJECTS INSPIRE STUDENTS TO DREAM, TO THINK, TO EXPLORE, AND TO CREATE A BETTER 21ST CENTURY. FORM 990, PART III, PAGE 2, LINE 4a (CONTINUED)Drawing for Understanding in Field Science (DUFS) - Engaging students in the skills and habits of mind shared by artists and scientists: observing, hypothesizing, looking for patterns, and making inferences about what they seeEPIC - A Senior Year Alternative - Offering a variety of experiential and intensive opportunities for seniors to design, direct and drive their own learningFY 2016 new programs included:The Innovation Fellow - The Fellow is a BHS faculty member serving as a catalyst for innovation in the BHS community, sparking interdisciplinary conversation and collaboration within the school and supporting innovative projects and ideas at BHS The Mindfulness Initiative - A school-wide initiative that integrates for managing stress and building resiliency, transforming BHS into a healthier, less stressful place to learn and work Several Planning Grants to explore the development of new academic initiatives. FY 2016 successfully transitioned programs included:Global Leadership was successfully transitioned from the fund to the towns budget and has become a permanent course offering at the school.The thirteen 21st Century Fund programs originally created, developed and piloted by the 21st Century Fund and now funded by the Town of Brookline in the BHS school budget include: African-American and Latino Scholars Program - Supporting students of color to achieve academic success and fostering a culture of serious scholarshipArts Infusion Project - Building confidence and expressive capacity in under-involved students through art activitiesBHS Tutorial - Individualized content-based support to enhance the academic performance of students with mild learning difficultiesBHS Writes - Nurturing a writing culture at BHS that reaches all levels of its communityEngineering By Design - Inspiring student interest in the field of engineering through a hands-on, project-based curriculumFreshman Tutorial - Helping freshman adapt to the increased demands of a high school settingGood Citizen in a Good Society - Promoting greater awareness of social justice and the responsibilities of democratic citizenship, developed with Facing History and OurselvesThe Global Leadership Academy - Endowing BHSs diverse student body with the knowlege, the skills, the resourcefulness and the experience to become engaged and effective leaders of the twenty-first centuryIthaka Advisory Program -Fostering the intellectual and social journey that all students take in high schoolMedical Interpretation and Translation -Providing real-life application of interpretation and translation skills for accomplished Spanish speakersPerspectives of a Mathematical Mind - Formally named Human Math Experience widening students awareness of the beauty and real-world applications of mathThe Social Justice Leadership Program - Training a youth corps of social justice advocates through group activities and internships in local social justice organizations Teachers Mentoring Teachers Program - Training, supporting and retaining a world-class faculty at Brookline HighAt the close of FY 2016, the Fund has approved three new initiatives, which are being developed with the 21st Century Funds support during the next school year: Engineering Innovation and Design - This course allows students to develop skills in technology and design through universal access to prototyping and the creation of real 3-D products, rather than 2-D drafting ideasFilm as History: History as Film - Using the tools of a history classroom, combined with the tools of filmmaking, students study historical eras and events, with an emphasis on exploring local stories)Racial Awareness Seminar - Explores the complexities of race within our national, local and high school communities.The Brookline High School 21st Century Fund, Inc. relies upon philanthropic support primarily from the parents of current students. The Fund also seeks support from alumni, local businesses and foundations. |
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