Form990-PF
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
Brooks Family Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)co LWC 230 Congress Street
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Boston, MA02110
A Employer identification number

04-3582018
B Telephone number (see instructions)

(617) 523-6531
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$19,296,262J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 41,920 41,920  
4 Dividends and interest from securities... 44,327 44,327  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -169,103
b Gross sales price for all assets on line 6a 620,285
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 300,273 2,580  
12 Total. Add lines 1 through 11........ 217,417 88,827  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 88,526 44,263   44,263
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 2,886 0   2,886
b Accounting fees (attach schedule)....... Click to see attachment 5,500 2,750   2,750
c Other professional fees (attach schedule).... Click to see attachment 3,756 3,756   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 22,973 815   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,354 354   1,000
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 124,995 51,938   50,899
25 Contributions, gifts, grants paid....... 577,500 577,500
26 Total expenses and disbursements. Add lines 24 and 25 702,495 51,938   628,399
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -485,078
b Net investment income (if negative, enter -0-) 36,889
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 12,466,435 11,453,270 11,453,270
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,099,903 Click to see attachment99,209 99,209
b Investments—corporate stock (attach schedule)....... 7,051,947 Click to see attachment6,555,619 6,555,619
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment200,086 200,086
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 825,030 Click to see attachment988,078 988,078
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 21,443,315 19,296,262 19,296,262
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 21,443,315 19,296,262
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 21,443,315 19,296,262
30 Total liabilities and net assets/fund balances (see instructions). 21,443,315 19,296,262
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
21,443,315
2
Enter amount from Part I, line 27a .....................
2
-485,078
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,000
4
Add lines 1, 2, and 3 ..........................
4
20,963,237
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,666,975
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,296,262
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly Traded Securities P    
b Capital Gains from Partnerships P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 599,133   789,388 -190,255
b 21,152     21,152
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -190,255
b       21,152
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -169,103
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 513
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 513
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 11,683
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,683
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 11,170
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet11,170 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletLoring Wolcott & Coolidge Trust Telephone no.bullet (617) 523-6531

    Located atbulletc/o LWC 230 Congress StreetBostonMA ZIP+4bullet02110
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Wendy S Holding Trustee
    3.00     		44,263 0 0
    230 Congress Street
    Boston,MA02110
    W Andrew Mims Trustee
    3.00     		44,263 0 0
    230 Congress Street
    Boston,MA02110
    James E Brooks Trustee
    3.00     		0 0 0
    364 Spring Street
    Portland,ME04102
    Cherie Wendelken Trustee
    3.00     		0 0 0
    364 Spring Street
    Portland,ME04102
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    8,425,863
    b
    Average of monthly cash balances.......................
    1b
    11,772,230
    c
    Fair market value of all other assets (see instructions)................
    1c
    988,078
    d
    Total (add lines 1a, b, and c).........................
    1d
    21,186,171
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    21,186,171
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    317,793
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    20,868,378
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,043,419
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,043,419
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    513
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    49,771
    c
    Add lines 2a and 2b............................
    2c
    50,284
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    993,135
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    5,000
    5
    Add lines 3 and 4............................
    5
    998,135
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    998,135
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 998,135
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 188,359
    b From 2017...... 68,325
    c From 2018...... 135,750
    d From 2019...... 456,328
    e From 2020...... 24,658,082
    f Total of lines 3a through e ........ 25,506,844
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 628,399
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 628,399
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 369,736 369,736
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 25,137,108
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		25,137,108
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 22,698
    c Excess from 2019.... 456,328
    d Excess from 2020.... 24,658,082
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Advocacy Center of Tompkins County
    PO Box 164
    Ithaca,NY14851     		N/A PC General Support 2,000
    Affordable Housing Institute (FBO SGR)
    10 High Street Suite 501
    Boston,MA02110     		N/A PC General Support 5,000
    Aguaclara Reach
    407 College Avenue Suite 230
    Ithaca,NY148506701     		N/A PC General Support 5,000
    Amref Health Africa
    75 Broad Street Room 703
    New York,NY100043218     		N/A PC General Support 5,000
    Bangor Area Homeless Center
    263 Main Street
    Bangor,ME044016403     		N/A PC General Support 3,000
    Build Health International
    100 Cummings Center 120B
    Beverly,MA01915     		N/A PC General Support 10,000
    Childrens Initiative
    4438 Ingraham Street
    San Diego,CA92109     		N/A PC General Support 5,000
    Community Partners International
    580 California Street 16th Floor
    San Francisco,CA94104     		N/A PC General Support 2,500
    Doctors Without Borders USA
    40 Rector Street 16th Floor
    New York,NY10006     		N/A PC General Support 10,000
    Educate the Children International
    PO Box 414
    Ithaca,NY148510414     		N/A PC General Support 2,000
    Family & Children's Services of Ithaca
    127 West State Street
    Ithaca,NY148505474     		N/A PC Dispositional Alternatives Program 5,000
    First Presbyterian Church of Dryden (FBO the Dryden Kitchen Cupboard)
    6 North Street
    Dryden,NY13053     		N/A PC General Support 1,000
    Food Bank of Central New York
    7066 Interstate Island Road
    Syracuse,NY132099712     		N/A PC General Support 10,000
    Food Bank of Western New York Inc
    100 James E Casey Drive
    Buffalo,NY142062368     		N/A PC General Support 10,000
    Foodlink Inc
    1999 Mt Read Boulevard
    Rochester,NY146153700     		N/A PC General Support 10,000
    Foodnet Meals on Wheels
    C/O Tompkins County Inc 2422 N
    Triphamm
    Ithaca,NY148500000     		N/A PC General Support 10,000
    Foundation for Portland Public Schools
    353 Cumberland Avenue
    Portland,ME04101     		N/A PC General Support 4,000
    Franziska Racker Centers
    3226 Wilikins Road
    Ithaca,NY148509568     		N/A PC General Support 5,000
    Friends of Mount Auburn Cemetery
    580 Mount Auburn Street
    Cambridge,MA021385517     		N/A PC General Support 1,000
    Friends of the Portland Community Free Clinic
    10 A Beach Street Suite 2
    Portland,ME041014605     		N/A PC General Support 10,000
    Friendship Donations Network
    1013 West State Street / MLK Street
    Ithaca,NY148500000     		N/A PC General Support 2,000
    Friendship with Cambodia
    PO Box 5231
    Eugene,OR97405     		N/A PC General Support 3,000
    Gadabout Transportation Services Inc
    737 Willow Avenue
    Ithaca,NY148503214     		N/A PC General Support 2,000
    Good Shepherd Food Bank
    3121 Hotel Road
    Auburn,ME042108398     		N/A PC General Support 20,000
    Grassroots International
    179 Boylston Street
    Boston,MA021304520     		N/A PC General Support 7,500
    Greater Portland Health
    234 Oxford Street
    Portland,ME04101     		N/A PC COHP Bright Smiles 5,000
    Greater Portland Landmarks
    93 High Street
    Portland,ME041013811     		N/A PC General Support 2,000
    Health Equity International (FBO St Boniface Haiti Foundation)
    40 Glen Avenue
    Newton,MA02459     		N/A PC General Support 5,000
    Healthreach Community Health Centers
    10 Water Street Suite 305
    Waterville,ME049016566     		N/A PC General Support 30,000
    Healthy Smiles for ME
    39 Breton Lane
    Oxford,ME042703164     		N/A PC General Support 5,000
    Hope and Comfort
    659 Highland Avenue
    Needham,MA02494     		N/A PC General Support 1,000
    International Vision Volunteers
    1600 South Main Street
    Walnut Creek,CA94596     		N/A PC General Support 5,000
    Ithaca City of AsylumCenter for Transformative Action
    119 Anabel Taylor Hall
    Ithaca,NY148531001     		N/A PC General Support 10,000
    Ithaca College
    953 Danby Road
    Ithaca,NY148507000     		N/A PC General Support 10,000
    Ithaca Health Alliance (FBO Ithaca Free Clinic)
    PO Box 362
    Ithaca,NY148510362     		N/A PC General Support 5,000
    Ithaca Waldorf School
    20 Nelson Road
    Ithaca,NY148509452     		N/A PC General Support 15,000
    Kennebec Valley Dental Coalition DBA Waterville Community Dental Center
    2 Evergreen Drive
    Oakland,ME04963     		N/A PC General Support 10,000
    Lifeflight of Maine
    43 Whiting Hill Road Suite 400
    Brewer,ME044121012     		N/A PC General Support 5,000
    Madre
    121 W 27th Street Suite 301
    New York,NY100016207     		N/A PC General Support 3,000
    Maine Childrens Home for Little Wanderers
    93 Silver Street
    Waterville,ME049015923     		N/A PC General Support 2,000
    Maine Public
    1450 Lisbon Street
    Lewiston,ME042403514     		N/A PC General Support 1,000
    Mayo Street Arts
    10 Mayo Street
    Portland,ME041013110     		N/A PC General Support 2,000
    Mid-Coast Health Net Inc (FBO Knox County Health Clinic)
    22 White Street
    Rockland,ME048412978     		N/A PC General Support 5,000
    Mid-Maine Homeless Shelter
    19 Colby Street
    Waterville,ME049015563     		N/A PC General Support 2,000
    Nepal Youth Foundation
    3030 Bridgeway Number 325
    Sausalito,CA949652895     		N/A PC General Support 5,000
    OAR of Tompkins County
    910 W State Street
    Ithaca,NY148503314     		N/A PC General Support 1,000
    Oasis Health Network Inc (FBO Oasis Free Clinic)
    66 Baribeau Drive
    Brunswick,ME040113230     		N/A PC General Support 15,000
    OK International
    4444 Geary Boulevard
    San Francisco,CA94118     		N/A PC General Support 5,000
    Partners in Health
    800 Boylston Street Suite 300
    Boston,MA02199     		N/A PC General Support 10,000
    Planned Parenthood Federation of America
    123 William Street 10th Floor
    New York,NY100383844     		N/A PC General Support 2,000
    Portland Stage Company
    25-A Forest Avenue
    Portland,ME041015809     		N/A PC General Support 26,500
    Portland Symphony Orchestra
    50 Monument Square 2nd Floor
    Portland,ME041014039     		N/A PC General Support 1,000
    Preble Street Resource Center
    38 Preble Street
    Portland,ME041012049     		N/A PC General Support 5,000
    Rain for the Sahel and Sahara
    PO Box 1503
    Portsmouth,NH03802     		N/A PC General Support 5,000
    Regional Food Bank of Northeastern New York
    965 Albany Shaker Road
    Latham,NY121101409     		N/A PC General Support 5,000
    Rise Up Alternative Radio
    PO Box 551
    Boulder,CO80306     		N/A PC General Support 2,500
    Saving Smiles Inc
    80 Susan Lane
    Circleville,NY109193250     		N/A PC General Support 5,000
    Southern Maine Community College Foundation
    2 Fort Road
    South Portland,ME041061698     		N/A PC General Support 50,000
    Speech Therapy Cambodia
    4189 26th Street
    San Francisco,CA94131     		N/A PC General Support 2,000
    St James AME Zion Church
    116 Cleveland Avenue
    Ithaca,NY14850     		N/A PC General Support 5,000
    Standish Food Pantry
    PO Box 463
    Standish,ME04084     		N/A PC General Support 1,500
    Sunrise Opportunities (FBO Washington County Childrens Program)
    PO Box 88
    Machias,ME046540088     		N/A PC General Support 5,000
    Sunrise Opportunities (FBO WCCP Tooth Ferry)
    PO Box 88
    Machias,ME046540088     		N/A PC General Support 5,000
    The Catholic Charities Food Bank of the Southern Tier
    388 Upper Oakwood Avenue
    Elmira,NY149031129     		N/A PC General Support 10,000
    Third Monday Foundation (FBO Dhammyietra)
    1 Memorial Avenue
    Pawling,NY125641125     		N/A PC General Support 5,000
    Trustees of Hamilton College
    198 College Hill Road
    Clinton,NY133231218     		N/A PC General Support 5,000
    United Way of Androscoggin County
    PO Box 888
    Lewiston,ME042430888     		N/A PC General Support 10,000
    United Way of Aroostook
    830 Main Street Unit 4
    Presque Isle,ME047692277     		N/A PC General Support 10,000
    United Way of Broome County
    101 S Jensen Road
    Vestal,NY138502821     		N/A PC General Support 10,000
    United Way of Central New York
    980 James Street
    Syracuse,NY132032503     		N/A PC General Support 10,000
    United Way of Cortland County
    60 Clinton Avenue
    Cortland,NY13045     		N/A PC General Support 10,000
    United Way of Eastern Maine
    700 Main Street
    Bangor,ME044016800     		N/A PC General Support 10,000
    United Way of Mid-Maine
    105 Kennedy Memorial Drive
    Waterville,ME049015131     		N/A PC General Support 10,000
    United Way of Southern Maine
    550 Forest Avenue 100
    Portland,ME04101     		N/A PC General Support 15,000
    United Way of Tompkins County
    313 North Aurora Street
    Ithaca,NY14850     		N/A PC General Support 10,000
    United Way of Tri-Valley Area
    46 Park Street
    Framingham,MA01702     		N/A PC General Support 10,000
    University at Buffalo Foundation
    PO Box 900
    Buffalo,NY142260900     		N/A PC General Support 2,000
    University of Southern Maine
    96 Falmouth Street
    Portland,ME041034864     		N/A PC School of Music 2,000
    Water is Life Inc
    PO Box 60127
    Pasadena,CA91116     		N/A PC General Support 3,000
    Waynflete School
    360 Spring Street
    Portland,ME041023643     		N/A PC The Lowell Libby Fund 10,000
    Wikimedia Foundation Inc
    1 Montgomery Street Suite 1600
    San Francisco,CA94104     		N/A PC General Support 1,000
    Womens Opportunities Resource Center
    2010 Chestnut Street
    Philadelphia,PA19103     		N/A PC General Support 2,000
    Zambian Childrens Fund
    PO Box 42996
    Tucson,AZ85733     		N/A PC General Support 3,000
    Total .................................bullet 3a 577,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 41,920  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -169,103  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aNet Income from Partnership Interests     		523000 297,693 14 2,580  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 297,693 -80,276 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    217,417
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    Brooks Family Foundation
    EIN:
    04-3582018
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Tax Preparation 5,500 2,750   2,750

    TY 2021 GeneralExplanationAttachment
    Name:
    Brooks Family Foundation
    EIN:
    04-3582018
    Identifier Return Reference Explanation
      Form 990-PF, Part VII-B, Question 1A(4) and Part VIII: Officers, Directors, Trustees, Foundation Managers and their compensation and hours per week:The time spent by the trustees managing the affairs of the Foundation varies from week to week and year to year. For Form 990-PF reporting purposes, an estimate of 3-hours per week has been indicated in Part VIII. The trustees employ accounting, support, and tax compliance staff to assist with the administration of the Foundation's relationships. The 3-hours of time noted in Part VIII reflects an estimate of the time spent by the trustees as well as their agents or employees. The actual time spent may differ from this estimate in any given week or year. The trustee fees noted also include an investment advisory component which is based in part on the Foundation's investment assets and which varies from quarter to quarter based on the assets' fair market value.The fees reported in Part VIII have been approved by the Foundation's trustees and are considered to be reasonable and necessary for the continuing operation of the Foundation in support of its exempt purpose are not excessive. Therefore, the trustee fees did not fail to qualify under the exceptions described in Regulations Section 53.4941(d)-3 and are thus not acts of self-dealing.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    Brooks Family Foundation
    EIN:
    04-3582018
    Name of Bond End of Year Book Value End of Year Fair Market Value
    200000 units Apple Inc 2.85% 200,086 200,086

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Brooks Family Foundation
    EIN:
    04-3582018
    Name of Stock End of Year Book Value End of Year Fair Market Value
    520 units Adobe Systems Inc. 190,351 190,351
    190 units Align Technology Inc 44,967 44,967
    119 units Alphabet Inc. 259,332 259,332
    2640 units Amazon.com 280,394 280,394
    1055 units American Tower Corp. 269,648 269,648
    2485 units Apple Inc. 339,749 339,749
    775 units Costco Wholesale Corp 371,442 371,442
    1105 units Danaher Corp. 280,140 280,140
    1285 units Walt Disney Productions 121,304 121,304
    1650 units Edwards Lifesciences Corp. 156,899 156,899
    1890 units Fiserv Inc. 168,153 168,153
    6000 units Hannon Armstrong 227,160 227,160
    675 units Home Depot Inc. 185,132 185,132
    395 units Idexx Labs 138,538 138,538
    500 units Intuit 192,720 192,720
    845 units IQVIA Holdings Inc. 183,357 183,357
    1140 units Mastercard Inc. 359,647 359,647
    1175 units Microsoft Corp. 301,775 301,775
    1935 units Nike Inc. 197,757 197,757
    325 units Nvidia Corp 49,267 49,267
    440 units PayCom Software Inc. 123,253 123,253
    1300 units Paypal Holdings Inc 90,792 90,792
    485 units Roper Industries Inc. 191,405 191,405
    1130 units Salesforce.com 186,495 186,495
    410 units Servicenow Inc 194,963 194,963
    2170 units Starbucks Corp. 165,766 165,766
    990 units Stryker Corp. 196,941 196,941
    4975 units Trade Desk Inc. 208,403 208,403
    415 units Thermo Fisher Scientific Inc. 225,461 225,461
    2065 units Trex Company 112,377 112,377
    955 units Visa Inc. 188,030 188,030
    1410 units Canadian National Railway 158,583 158,583
    1780 units Novozymes 106,600 106,600
    600 units NXP Semiconductors 88,818 88,818

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    Brooks Family Foundation
    EIN:
    04-3582018
    US Government Securities - End of Year Book Value:

    99,209
    US Government Securities - End of Year Fair Market Value:

    99,209
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    Brooks Family Foundation
    EIN:
    04-3582018
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Domini Impact Investments FMV 740,007 740,007
    Equity Resource Fund XI FMV 15,781 15,781
    Cayuga Venture Fund V FMV 232,290 232,290

    TY 2021 LegalFeesSchedule
    Name:
    Brooks Family Foundation
    EIN:
    04-3582018
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Fees 2,886 0   2,886


    TY 2021 OtherDecreasesSchedule
    Name:
    Brooks Family Foundation
    EIN:
    04-3582018
    Description Amount
    Unrealized Loss on Investments 1,666,975


    TY 2021 OtherExpensesSchedule
    Name:
    Brooks Family Foundation
    EIN:
    04-3582018
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Massachusetts Filing Fees 1,000 0   1,000
    Investment Fees 354 354   0


    TY 2021 OtherIncomeSchedule2
    Name:
    Brooks Family Foundation
    EIN:
    04-3582018
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Net Income from Partnership Interests 300,273 2,580 300,273


    TY 2021 OtherIncreasesSchedule
    Name:
    Brooks Family Foundation
    EIN:
    04-3582018
    Description Amount
    Recoveries of Amounts Previously Treated as Qualified Distributions 5,000


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Brooks Family Foundation
    EIN:
    04-3582018
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Fiduciary Fees - Loring Wolcott & Coolidge 3,756 3,756   0


    TY 2021 TaxesSchedule
    Name:
    Brooks Family Foundation
    EIN:
    04-3582018
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Taxes 0 0   0
    Federal Unrelated Business Income Taxes 14,143 0   0
    State Unrelated Business Income Taxes 8,015 0   0
    Foreign Tax Expense 815 815   0