2022-09-08T08:22:42-05:00 2021-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2021-01-01 346562544 BROTHER'S BROTHER FOUNDATION BROT 4123213160 1200 GALVESTON AVENUE PITTSBURGH PA 152331604 OZZY A SAMAD PRESIDENT 4123213160 2022-08-31 1 OZZY SAMAD 999009999 SUSAN M KIRSCH P00341397 4122613644 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z OZZY A SAMAD 1200 GALVESTON AVENUE PITTSBURGH PA 152331604 117395467 0 X WWW.BROTHERSBROTHER.ORG X 1958 OH BROTHER'S BROTHER FOUNDATION HELPS BRIDGE THE GAP BETWEEN AID AND SUSTAINABILITY BY SUPPORTING LOCALIZED PROGRAMS AND PROVIDING ESSENTIAL RESOURCES IN THE AREAS OF HEALTHCARE, INFRASTRUCTURE, DISASTER RESPONSE, AND EDUCATION (H.I.D.E). 25 25 19 35 0 0 79640208 116916645 363235 448237 -64213 9673 -66351 -66988 79872879 117307567 67396019 118229096 0 0 1589323 1299822 0 0 566519 3489435 2271207 72474777 121800125 7398102 -4492558 21722283 16877615 550853 198743 21171430 16678872 X BROTHER'S BROTHER FOUNDATION HELPS BRIDGE THE GAP BETWEEN AID AND SUSTAINABILITY BY SUPPORTING LOCALIZED PROGRAMS AND PROVIDING ESSENTIAL RESOURCES IN THE AREAS OF HEALTHCARE, INFRASTRUCTURE, DISASTER RESPONSE, AND EDUCATION (H.I.D.E). 0 0 113675534 111778469 448237 HEALTHCARE PROGRAM - SEE SCHEDULE O FOR DESCRIPTIONHEALTHCARE PROGRAM: WORKING WITH DOMESTIC AND INTERNATIONAL RELIEF ORGANIZATIONS, BBF'S HEALTHCARE PROGRAM PROVIDES PHARMACEUTICALS, MEDICAL SUPPLIES AND EQUIPMENT TO PROMOTE BETTER HEALTHCARE OUTCOMES. BBF RECEIVES DONATIONS FROM PHARMACEUTICAL MANUFACTURERS, WHOLESALERS AND SUPPLIERS, MEDICAL FACILITIES, OTHER ORGANIZATIONS, AND INDIVIDUALS THROUGHOUT THE UNITED STATES.IN 2021, BBF SENT 114 SHIPMENTS OF REQUESTED PHARMACEUTICALS, MEDICAL SUPPLIES, AND EQUIPMENT. BBF PROVIDED SUPPLIES FOR 18 HAND-CARRY MEDICAL AND HUMANITARIAN MED-SURG TRIPS AT NO COST TO THE PHYSICIAN TEAMS. THESE TRIPS ALLOW BBF TO SERVE AND REACH ADDITIONAL POPULATIONS IN NEED. THE CONTAINERS AND MED-SURG TRIPS WENT TO 24 COUNTRIES AROUND THE WORLD. 1028534 980148 EDUCATION PROGRAM - SEE SCHEDULE O FOR DESCRIPTIONEDUCATION PROGRAM: BROTHER'S BROTHER FOUNDATION (BBF) RECEIVES DONATED NEW AND USED TEXTBOOKS AND EDUCATIONAL MATERIAL FROM A NUMBER OF LARGE U.S. - BASED PUBLISHERS. BBF WORKS WITH TRUSTED PARTNER ORGANIZATIONS TO ENSURE THAT ALL DONATED EDUCATIONAL MATERIAL WILL IMPROVE THE ACCESS AND QUALITY OF EDUCATION FOR DISADVANTAGED CHILDREN AND SCHOOL AGE YOUTH IN RECIPIENT COUNTRIES.IN 2021, BBF SUPPORTED 10 EDUCATIONAL PROGRAMS IN 8 DIFFERENT COUNTRIES THROUGH PROVIDING GRANTS AND SUPPLIES. MOST OF BBF'S DONATIONS ARE DISTRIBUTED OUTSIDE THE UNITED STATES BUT ALSO INCLUDE PROJECTS WITHIN THE COUNTRY IN LOCAL UNDERSERVED COMMUNITIES AND OTHER RECIPIENTS SUCH AS NATIVE AMERICAN SCHOOLS. 5355666 5322859 DISASTER RESPONSE PROGRAM - SEE SCHEDULE O FOR DESCRIPTIONDISASTER RESPONSE PROGRAM: BBF RECEIVES A VARIETY OF HUMANITARIAN DONATIONS INCLUDING DISASTER RESPONSE SUPPLIES FROM U.S. MANUFACTURERS AND INDIVIDUALS. BBF RESPONDS TO NATURAL AND OTHER DISASTERS BOTH DOMESTICALLY IN THE US AND THROUGHOUT THE WORLD. THESE RESPONSES INCLUDE PROVIDING NEEDED HUMANATARIAN SUPPLIES AND EQUIPMENT, ALONG WITH SUPPORT FOR MEDICAL FACILITY RELATED PROGRAMS. THIS SUPPORT IS GENERALLY PROVIDED IN COLLABORATION WITH IN-COUNTRY PARTNERS ON THE GROUND. IN 2021, BBF RESPONDED TO 11 DISASTERS BY PROVIDING GRANTS, MEDICATION, HEALTHCARE EQUIPMENT, AND HUMANITARIAN SUPPLIES FOR RELIEF AND RECOVERY EFFORTS. 150879 147620 INFRASTRUCTURE PROGRAM:THE INFRASTRUCTURE PROGRAM FOCUSES ON THE AREAS OF SOLAR POWER AND WASH (WATER, SANITATION, AND HYGIENE). IN 2021, BBF SUPPORTED 6 INFRASTRUCTURE PROJECTS IN GUATEMALA, HONDURAS, LIBERIA, UNITED STATES, AND INDIA.1. SOLAR: BBF HAS BEEN WORKING WITH PARTNERS TO HELP INSTALL SOLAR PANEL SYSTEMS SINCE EARLY 2013. THE PROGRAM BEGAN WITH SUPPLYING BATTERIES TO SIX HOSPITALS IN LIBERIA AND SINCE THEN HAS GROWN IN SIZE AND SCOPE. THE RURAL HEALTH CLINICS THAT RECEIVE THESE SOLAR POWER SYSTEMS OFTEN DID NOT PREVIOUSLY HAVE ACCESS TO A RELIABLE POWER SOURCE. THESE INSTALLATIONS HAVE NOW ENABLED THE CLINICS TO ALSO REFRIGERATE MEDICINES AND PROVIDE SERVICES SUCH AS ATTENDING TO EXPECTANT MOTHERS DURING NON-DAYLIGHT HOURS. THOUGH THE PROJECT WAS IMPACTED BY COVID-19 IN 2020 AND 2021, THE PROGRAM HAS EQUIPPED 78 CLINICS AND HOSPITALS IN SUB-SAHARAN AFRICA AND PUERTO RICO IN COLLABORATION WITH PARTNERS.2. WASH: THE WATER, SANITATION, & HYGIENE PROGRAM IS A NEW BBF INITIATIVE AND CONTINUES TO TAKE SHAPE AS WE WORK THROUGH SOME OF THE CHALLENGES CAUSED BY THE PANDEMIC. ACCESS TO THE AREAS OF W.A.S.H. HAVE BEEN DELINEATED AS KEY HUMANITARIAN ISSUES AND INTERNATIONAL PUBLIC HEALTH PRIORITIES. THEY HAVE BEEN ASSOCIATED WITH IMPROVING HEALTH, LIFE EXPECTANCY, STUDENT LEARNING, AND GENDER EQUALITY. ADDITIONALLY, STUDIES HAVE SHOWN THAT THEY ARE INSTRUMENTAL IN REDUCING ILLNESS AND DEATH, WHILE HELPING REDUCE POVERTY AND IMPROVING SOCIO-ECONOMIC DEVELOPMENT. 150879 147620 120210613 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 19 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA AK AL AR CA CO CT FL GA HI IL KS KY MA MD ME MI MN MS NC NH NJ NM NY OH OR RI SC TN UT VA WI WV WA X X ERIK T RYAN 4123213160 1200 GALVESTON AVE PITTSBURGH PA 152331604 THOMAS WENTLING BOARD CHAIR 0.50 X X 0 0 0 TERRENCE MURPHY BOARD-VICE CHAIR 0.50 X X 0 0 0 WALTER FOWLER TREASURER 0.50 X X 0 0 0 AUSTIN HENRY SECRETARY 0.50 X X 0 0 0 DEBORAH MCMAHON MEDICAL DIRECTOR 0.50 X X 0 0 0 DIVYA ANNAMRAJU TRUSTEE (ENTERED 1/21) 0.50 X 0 0 0 RON ALVARADO TRUSTEE 0.50 X 0 0 0 DANIEL DELANEY TRUSTEE (EXITED 1/21) 0.50 X 0 0 0 ROY DORRANCE TRUSTEE 0.50 X 0 0 0 GARRY GARRISON TRUSTEE (EXITED 1/21) 0.50 X 0 0 0 AMY HAMMER TRUSTEE (EXITED 1/21) 0.50 X 0 0 0 DREW HARVEY TRUSTEE 0.50 X 0 0 0 LILLA HILLMAN FORMERLY SWAN TRUSTEE 0.50 X 0 0 0 DOUG HOLMES TRUSTEE (ENTERED 1/21) 0.50 X 0 0 0 JOSEPH IMBRIGLIA TRUSTEE 0.50 X 0 0 0 GRAHAM JOHNSTONE TRUSTEE (EXITED 1/21) 0.50 X 0 0 0 PHILLIP D JONES TRUSTEE 0.50 X 0 0 0 LANCE KANN TRUSTEE (ENTERED 1/21) 0.50 X 0 0 0 MACRINA LELEI TRUSTEE (EXITED 1/21) 0.50 X 0 0 0 DARREN MACIOCE TRUSTEE 0.50 X 0 0 0 ROBERT MANGINO TRUSTEE 0.50 X 0 0 0 CHRONIS MANOLIS TRUSTEE (ENTERED 1/21) 0.50 X 0 0 0 RICHARD MCGOUGH TRUSTEE (EXITED 1/21) 0.50 X 0 0 0 RON MILLER TRUSTEE (EXITED 1/21) 0.50 X 0 0 0 BRYANT MITCHELL TRUSTEE (ENTERED 1/21) 0.50 X 0 0 0 SANTIAGO PUJADAS TRUSTEE (ENTERED 1/21) 0.50 X 0 0 0 LINDA RENNINGER TRUSTEE 0.50 X 0 0 0 ERIC SAKS TRUSTEE (ENTERED 1/21) 0.50 X 0 0 0 WILLIAM SIMMONS TRUSTEE (ENTERED 1/21) 0.50 X 0 0 0 DAVID SWAN TRUSTEE 0.50 X 0 0 0 NGOC THAI TRUSTEE 0.50 X 0 0 0 JOHN TYMITZ TRUSTEE (EXITED 1/21) 0.50 X 0 0 0 JOHN UNKOVIC TRUSTEE 0.50 X 0 0 0 JAMES WOLF TRUSTEE (EXITED 1/21) 0.50 X 0 0 0 DR JENNY YU TRUSTEE (EXITED 1/21) 0.50 X 0 0 0 OZZY A SAMAD PRESIDENT 37.50 X 158758 0 13354 ERIK RYAN COO/CFO 37.50 X 109118 0 9751 267876 0 23105 2 0 1 0 EFFECTV PO BOX 415949 BOSTON MA 022415949 ADVERTISING 128587 PICKERING ENERGY SOLUTIONS 9 FAITH MEADOWS WILLIAMSTOWN WV 26187 SOLAR INSTALLATION 110000 BRETHREN SERVICE CENTER 601 MAIN STREET NEW WINDSOR MD 21776 STORAGE OF SUPPLIES & EQUIPMENT 109686 BLACKBAUD INC PO BOX 844827 BOSTON MA 022844827 DONOR DATABASE SOFTWARE 109202 MISSIONARY EXPEDITERS 5620 TCHOUPOTOULAS ST NEW ORLEANS LA 70115 INTERNATIONAL SHIPPING 106845 5 22673 81344 379850 116432778 115259633 116916645 HEALTH/DISASTER 900099 448237 448237 448237 9673 9673 2950 68383 -65433 -65433 -65433 14531 81344 19517 -4986 -4986 OTHER REVENUE 3431 3431 3431 117307567 448237 0 -57315 499357 499357 117729739 117729739 290981 85434 146543 59004 764783 211967 399496 153320 44317 22179 11955 10183 116576 42768 47353 26455 83165 21445 45440 16280 49453 49453 5008 5008 29789 1165 28624 167681 167681 82589 19367 30928 32294 136286 83086 52931 269 16456 940 6724 8792 121321 99916 21005 400 36330 36330 INVENTORY ADJUSTMENTS 1017344 1017344 PACKAGING & SHIPPING 200948 200763 185 DUES AND SUBSCRIPTIONS 141076 2625 80829 57622 266926 172518 60189 34219 121800125 120210613 1022993 566519 617686 1054972 383282 3566988 62167 37282 15800809 9879642 65046 91479 3542713 1297933 2152033 2244780 2641260 2472 21722283 16877615 171003 198743 379850 0 550853 198743 X 20114715 15133016 1056715 1545856 21171430 16678872 21722283 16877615 -4492558 0 X X 0 1 X 1 0 X 93814299 95008930 55332187 79640208 116916645 440712269 93814299 95008930 55332187 79640208 116916645 440712269 324310009 116402260 77175 73731 43242 15064 11742 220954 440933223 1877876 0.26400 0.27360 X PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST: BROTHER'S BROTHER FOUNDATION ("THE FOUNDATION", "BBF") DID NOT RECEIVE 33 1/3% OF ITS SUPPORT FROM THE GENERAL PUBLIC COMPUTED AS PRESCRIBED BY TREASURY REGULATION 1.170A-9(C)(2), AND THEREFORE DOES NOT MEET THE MECHANICAL COMPUTATION TEST FOR DESIGNATION AS A "PUBLICLY SUPPORTED ORGANIZATION. HOWEVER, THE FOUNDATION DOES MEET THE DEFINITION OF "PUBLICLY SUPPORTED ORGANIZATION PURSUANT TO THE "FACTS AND CIRCUMSTANCES TEST" AS SET FORTH IN TREASURY REGULATION 1.170A-9(E)(3) AS DISCUSSED IN THE FOLLOWING: I) TEN PERCENT OF SUPPORT LIMITATION: THE FOUNDATION REGULARLY RECEIVES MORE THAN 10% OF ITS SUPPORT FROM GENERAL PUBLIC AND THE U.S. GOVERNMENT, AS DOCUMENTED BY LINE 14 OF FORM 990, SCHEDULE A THAT REFERENCES THIS ATTACHMENT. THE PRIMARY REASONS THE FOUNDATION HAS A PUBLIC SUPPORT PERCENTAGE BELOW 33 1/3% COMPUTED AS PRESCRIBED BY TREASURY REGULATION 1.170A-9(E)(2) ARE AS FOLLOWS: 1) ALTHOUGH IT HAS A BROAD IN-KIND DONOR BASE, WITHIN THAT BASE IS A SMALL GROUP OF CORPORATE DONORS WHO REGULARLY CONTRIBUTE SUBSTANTIAL QUANTITIES OF MEDICAL, EDUCATIONAL AND HUMANITARIAN SUPPLIES FOR DISTRIBUTION BY THE FOUNDATION AND ITS PARTNERS TO THE NEEDY WORLDWIDE. DURING THE FIVE-YEAR PERIOD COVERED BY THE PUBLIC SUPPORT COMPUTATION, THE FOUR LARGEST IN-KIND DONORS PROVIDED APPROXIMATELY 81% OF IN-KIND CONTRIBUTIONS RECEIVED. MANAGEMENT AND MONITORING OF FUND-RAISING AND ADMINISTRATION COSTS HAS RESULTED IN NON-PROGRAM EXPENDITURES BEING LESS THAN 1.4% OF TOTAL EXPENSES ON AN ANNUAL BASIS. THE FOUNDATION FOCUSES ON MAINTAINING AS LOW AN OPERATING OVERHEAD AS POSSIBLE IN THE DISTRIBUTION OF DONATED IN-KIND RESOURCES WORLDWIDE. BBF IS FREQUENTLY ACKNOWLEDGED BY THE MEDIA AS A LEADER IN PROGRAM SUPPORT SPENDING EFFICIENCY. II) THE FOUNDATION CONTINUES EFFORTS TO EFFICIENTLY EXPAND PUBLIC SUPPORT FROM INDIVIDUAL DONORS AND OTHER DONOR UNITS. THE FOUNDATION RECEIVED CASH GIFTS FROM GIVING UNITS AS FOLLOWS: YEAR GIVING UNITS % INDIVIDUALS 1. 2006 1,998 >92% 2. 2007 1,875 >92% 3. 2008 1,730 >92% 3. 2009 1,627 >91% 4. 2010 5,920 >92% 5. 2011 4,195 >91% 6. 2012 2,505 >92% 7. 2013 3,861 >92% 8. 2014 2,927 >92% 9. 2015 5,811 >89% 10. 2016 5,067 >92% 11. 2017 8,984 >93% 12. 2018 5,616 >94% 13. 2019 5,467 >93% 14. 2020 5,077 >96% 15. 2021 7,192 >96% PUBLIC SUPPORT IS RECEIVED THROUGH AN EFFICIENT ONGOING FUNDRAISING PROGRAM DESIGNED TO CULTIVATE EXISTING DONORS AND INCREASE THE DONOR BASE. MEDIA RECOGNITION OF BBF'S EFFORTS FURTHER HELPS SUPPORT THE ORGANIZATION'S WORK IN THE UNITED STATES AND WORLDWIDE. THE FOUNDATION'S EFFORTS INCLUDE SUPPORTING LOCALIZED PROGRAMS AND PROVIDING ESSENTIAL RESOURCES TO PARTNERS WORLDWIDE. III) PERCENTAGE OF FINANCIAL SUPPORT: THE FOUNDATION HAS MAINTAINED A STEADY CORE BASE OF INDIVIDUAL DONORS OVER THE LAST FIVE YEARS. THESE DONATIONS SUPPORT ONGOING LOCAL PARTNER PROGRAMS, BBF'S SHIPMENTS OF PHARMACEUTICALS, MEDICAL SUPPLIES, EQUIPMENT, AND EDUCATIONAL MATERIAL, ALONG WITH HUMANITARIAN RESPONSES TO DOMESTIC AND WORLDWIDE DISASTERS. INDIVIDUALS REPRESENT 96.26% OF THE TOTAL DONOR BASE AVERAGED OVER THE PREVIOUS FIVE YEARS. INDIVIDUAL DONORS CONTINUE TO RECOGNIZE THE ORGANIZATION'S CHARITABLE AND DEVELOPMENT EFFORTS AND AS MENTIONED, FORM A STEADFAST BASE OF SUPPORT. THE ORGANIZATION SYSTEMATICALLY PLANS FUNDRAISING EFFORTS TO INCREASE PUBLIC SUPPORT THROUGH AN ONGOING FUNDRAISING PROGRAM THAT IS DESIGNED TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT. IV) SOURCES OF SUPPORT: THE FOUNDATION MAINTAINS AN ACTIVE FUND-RAISING PROGRAM AND REALIZES FINANCIAL SUPPORT FROM A BROAD GROUP OF INDIVIDUALS, CORPORATIONS, CIVIC, AND CHURCH GROUPS, NON-GOVERNMENTAL ORGANIZATIONS (NGOS) AND GOVERNMENTAL ORGANIZATIONS SUCH AS USAID. FUND-RAISING APPEALS ARE TARGETED TOWARDS AUDIENCES OF PAST, CURRENT AND POTENTIAL SUPPORTERS THROUGH MULTIPLE MEDIA PLATFORMS. BBF IS REGISTERED WITH THE COMBINED FEDERAL CAMPAIGN AND RECEIVES DONATIONS THROUGH THE PROGRAM. DURING THE FIVE-YEAR PERIOD COVERED BY THE PUBLIC SUPPORT COMPUTATION, THE FOUNDATION'S FINANCIAL DONOR COUNTS AVERAGED AS FOLLOWS: 1. INDIVIDUALS: 3044 / YEAR. 2. INSTITUTIONS: 263 / YEAR. OVER THE LAST FIVE YEARS, THE INDIVIDUAL DONOR GROUP AVERAGED 5,747 CONTRIBUTIONS PER YEAR AND THE ORGANIZATIONAL DONOR GROUP AVERAGED 252 CONTRIBUTIONS PER YEAR. THE FOUNDATION ALSO MAINTAINS AN ACTIVE COMMUNICATION PROGRAM WITH ITS SUPPORTERS AND GENERAL PUBLIC THROUGH MAILINGS OF NEWSLETTERS AND ANNUAL REPORTS AND FREQUENT PRESS RELEASES OF NOTEWORTHY EVENTS. A WEBSITE IS MAINTAINED AT WWW.BROTHERSBROTHER.ORG. THE SITE INCLUDES INFORMATION ON THE FOUNDATION'S MISSION, PROGRAMS, CURRENT EVENTS AND PROVIDES A SECURE FACILITY FOR WEB VISITORS TO MAKE CONTRIBUTIONS BY CREDIT CARD. V) REPRESENTATIVE GOVERNING BODY: THE FOUNDATION'S BOARD OF TRUSTEES AND OFFICERS ARE COMPRISED OF BUSINESS AND CIVIC LEADERS WITH EXPERIENCE IN A WIDE VARIETY OF FIELDS INCLUDING EDUCATION, MEDICINE, LAW, BANKING, PHILANTHROPY, PUBLIC SERVICE, BUSINESS, AND MEDICAL MISSIONS. GOVERNING BODY REPRESENTATIVES HAVE PROVIDED SIGNIFICANT OVERSIGHT TO ENSURE EFFECTIVE LOCAL MANAGEMENT OF THE RESOURCES THAT THE FOUNDATION AND ITS PARTNERS HAVE FORWARDED FOR DISTRIBUTION TO THE NEEDY. VI) AVAILABILITY OF PUBLIC FACILITIES OR SERVICES & PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES: DONATED MEDICAL, EDUCATIONAL, AND HUMANITARIAN SUPPLIES ARE DISTRIBUTED BY THE FOUNDATION AND ITS PARTNERS IN DEVELOPING AND DISASTER-STRICKEN COUNTRIES THROUGHOUT THE WORLD. SINCE ITS FOUNDING IN 1958, THE FOUNDATION TOGETHER WITH ITS PARTNERS HAS PROVIDED OVER $4 BILLION IN GOODS AND SERVICES INCLUDING, OVER 106,000 TONS OF MEDICAL SUPPLIES, TEXTBOOKS, SEEDS, AND FOOD. SUCH ASSISTANCE HAS ENHANCED THE QUALITY OF LIFE FOR INNUMERABLE PEOPLE IN THE HEALTHCARE, INFRASTRUCTURE, DISASTER RESPONSE AND EDUCATIONAL AREAS. VII) ADDITIONAL FACTORS PERTINENT TO MEMBERSHIP ORGANIZATIONS: THE FOUNDATION IS NOT A MEMBERSHIP ORGANIZATION. VIII) CONCLUSION: ALTHOUGH THE FOUNDATION DOES NOT MEET THE MECHANICAL COMPUTATION TEST DEFINED IN TREASURY REGULATION 1.170A-9(C)(2) FOR DESIGNATION AS A "PUBLICLY SUPPORTED ORGANIZATION; IT CONTINUES TO QUALIFY AS "PUBLICLY SUPPORTED ORGANIZATION UNDER THE "FACTS AND CIRCUMSTANCES TEST" AS SET FORTH IN TREASURY REGULATION 1.170A-9(E)(3). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 438633 157 8610 430180 456838 -9516 8689 438633 392996 71809 7967 456838 448220 -45460 9764 392996 386391 69406 7577 448220 0.00000 1.00000 0.00000 0 0 213201 213201 2264900 788799 1476101 1064612 509134 555478 2244780 X 117390459 0 117390459 5008 -87900 -82892 117307567 121883017 87900 87900 121795117 5008 5008 121800125 PART V, LINE 4: THE ENDOWMENT CONSISTS OF AN INVESTMENT FUND ESTABLISHED PRIMARILY FOR PROGRAMMING AND OPERATING NEEDS OF THE FOUNDATION AND INCLUDES DONOR-RESTRICTED FUNDS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE BOARD OF TRUSTEES OF THE FOUNDATION HAS ELECTED TO BE GOVERNED BY THE COMMONWEALTH OF PENNSYLVANIA'S ACT 141 (ACT 141) FOR THE DONOR-RESTRICTED ENDOWMENT FUNDS. ACT 141 IS A TOTAL RETURN POLICY THAT ALLOWS A NONPROFIT TO CHOOSE TO TREAT A PERCENTAGE OF THE AVERAGE MARKET VALUE OF THE ENDOWMENT'S PERMANENTLY RESTRICTED INVESTMENTS AS INCOME EACH YEAR. HOWEVER, THE LONG-TERM PRESERVATION OF THE REAL VALUE OF THE ASSETS MUST BE TAKEN INTO CONSIDERATION WHEN THE BOARD ELECTS THE AMOUNT. ON AN ANNUAL BASIS, THE BOARD MUST ELECT, IN WRITING, A SPENDING RATE OF BETWEEN 2% AND 7%. THIS PERCENTAGE IS APPLIED TO THE AVERAGE MARKET VALUE OF THE INVESTMENTS AT THE END OF THE PRIOR YEAR. AVERAGE MARKET VALUE IS BASED ON THE PREVIOUS 12 QUARTERS. THE FOUNDATION CLASSIFIES AS NET ASSETS WITH DONOR RESTRICTIONS THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT AND THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT. THE UNDISTRIBUTED AMOUNTS EARNED ARE INCLUDED NET ASSETS WITH DONOR RESTRICTIONS AS WELL. IN ACCORDANCE WITH ACT 141, THE FOUNDATION HAS ADOPTED A WRITTEN INVESTMENT POLICY, OF WHICH A SECTION SPECIFICALLY RELATES TO THE ENDOWMENT FUND. THE FOUNDATION CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO SET A SPENDING RATE: 1. PROTECTING THE CORPUS OF THE ENDOWMENT FUND; 2. PRESERVING THE SPENDING POWER OF THE ASSETS; 3. OBTAINING MAXIMUM INVESTMENT RETURN WITH REASONABLE RISK AND OPERATIONAL CONSIDERATION; AND 4. COMPLYING WITH APPLICABLE LAWS. PART X, LINE 2: THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE (IRC) AND IS ALSO CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION UNDER THE MEANING OF SECTION 509(A) OF THE IRC. IN ADDITION, THE FOUNDATION HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING AN ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATIONS BY TAXING AUTHORITIES IN ANY MAJOR TAX JURISDICTION FOR YEAR BEFORE DECEMBER 31, 2018. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -68,383. FUNDRAISING -19,517. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 68,383. FUNDRAISING 19,517. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 NON-CASH ASSISTANCE PROVIDED TO RECIPIENTS LOCATED IN REGION PROVISION OF BOOKS, EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MED. SUPPLIES & EQUIPMENT 114524281 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 NON-CASH ASSISTANCE PROVIDED TO RECIPIENTS LOCATED IN REGION PROVISION OF BOOKS, EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MED. SUPPLIES & EQUIPMENT 70308 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 NON-CASH ASSISTANCE PROVIDED TO RECIPIENTS LOCATED IN REGION PROVISION OF EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MED. SUPPLIES & EQUIPMENT 1372475 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 NON-CASH ASSISTANCE PROVIDED TO RECIPIENTS LOCATED IN REGION PROVISION OF PHARMACEUTICALS & MED. SUPPLIES & EQUIPMENT 109118 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 NON-CASH ASSISTANCE PROVIDED TO RECIPIENTS LOCATED IN REGION PROVISION OF BOOKS, EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MED. SUPPLIES & EQUIPMENT 2152915 0 0 0 0 0 0 118229097 0 118229097 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, PROVISION OF BOOKS, EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MED. SUPPLIES & EQUIPMENT 69552 DIRECT DISPERSEMENT 114454729 BOOKS,EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MEDICAL SUPPLIES SEE PART V; SUPPLEMENTAL INFORMATION EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, PROVISION OF BOOKS, EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MED. SUPPLIES & EQUIPMENT 16038 DIRECT DISPERSEMENT 54270 BOOKS,EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MEDICAL SUPPLIES SEE PART V; SUPPLEMENTAL INFORMATION SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, PROVISION OF BOOKS, EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MED. SUPPLIES & EQUIPMENT 0 N/A 1372475 N/A SEE PART V; SUPPLEMENTAL INFORMATION SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, PROVISION OF PHARMACEUTICALS & MED. SUPPLIES & EQUIPMENT 35000 DIRECT DISPERSEMENT 74118 PHARMACEUTICALS & MEDICAL SUPPLIES SEE PART V; SUPPLEMENTAL INFORMATION SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, PROVISION OF BOOKS, EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MED. SUPPLIES & EQUIPMENT 127477 DIRECT DISPERSEMENT 2025438 BOOKS,EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MEDICAL SUPPLIES SEE PART V; SUPPLEMENTAL INFORMATION 39 0 0 0 0 0 0 0 PART I, LINE 2: GRANT MAKING/ELIGIBLE RECIPIENT PROCESS: 1. BBF RECEIVES NUMEROUS REQUESTS FOR ASSISTANCE. BBF WORKS WITH ESTABLISHED PARTNER AGENCIES IN MANY LOCATIONS INTERNATIONALLY. COMPLETION OF AN INTERNATIONAL RECIPIENT APPLICATION DOES NOT AUTOMATICALLY RESULT IN THE GRANT OF REQUESTED ITEMS. 2. THE REQUESTING RECIPIENT MUST NOTIFY BBF OF THE SPECIFIC MATERIAL RESOURCES NEEDED IN THE PARTICULAR COUNTRY. THIS LIST SHOULD BE AS DETAILED AS POSSIBLE. THIS DOCUMENT SHOULD BE PREPARED BY PROFESSIONALS AND/OR BENEFICIARY PARTICIPANTS WITH THE KNOWLEDGE OF THE NEEDS IN THE COUNTRY. IN ADDITION, THE REQUESTING RECIPIENT MUST COMPLETE AND SUBMIT THE INTERNATIONAL RECIPIENT APPLICATION. 3. THE FOLLOWING MUST BE PROVIDED TO BBF: A STATEMENT INDICATING THAT THE DONATED GOODS WILL BE DISTRIBUTED AT NO COST TO THE ULTIMATE RECIPIENT AND DOCUMENTATION IDENTIFYING THE SPONSORING ORGANIZATION'S AND RECIPIENT'S CHARITABLE STATUS SUCH AS A 501(C)(3) CERTIFICATION OR NON-GOVERNMENTAL ORGANIZATION (NGO) CERTIFICATE OF REGISTRATION FROM OVERSEAS PARTNER AGENCY. AN OFFICIAL DOCUMENT FROM THE RECIPIENT COUNTRY'S GOVERNMENT STATING THAT ORGANIZATION OR INSTITUTION HAS DUTY-FREE STATUS FOR THE GOODS BEING SHIPPED (IMPORTED) IS REQUIRED. BACKGROUND LITERATURE, BROCHURES, ANNUAL REPORTS AND OTHER INFORMATION DESCRIBING THE ORGANIZATIONS INVOLVED MUST ALSO BE SUBMITTED. 4. IF THE MATERIAL BEING REQUESTED BY THE RECIPIENT COUNTRY WILL BE USED WITHIN A NATIONAL AND/OR COMMUNITY DEVELOPMENT PLAN, BBF REQUIRES A COPY OF THIS PLAN THAT OUTLINES THE DISTRIBUTION PROCESS, DURATION OF PLAN AND EVALUATION PROCESS OF THE EFFECTIVENESS. 5. DOCUMENTATION STATING THAT THERE ARE WAREHOUSE OR STORAGE FACILITIES AVAILABLE FOR THE SHIPMENT MUST BE PROVIDED. 6. RECIPIENTS MUST PROVIDE COMPLETE CONSIGNEE INFORMATION, INCLUDING A CONTACT PERSON, ADDRESS, TELEPHONE AND FAX NUMBERS AND EMAIL ADDRESS. THE CONSIGNEE MUST BE CAPABLE OF CLEARING THE CONTAINER THROUGH CUSTOMS AND PROVIDING APPROPRIATE LOGISTICAL IN-COUNTRY SUPPORT. 7. AN OUTLINE OF THE DISTRIBUTION PLAN STATING WHO THE END USER OF THE DONATED MATERIALS WILL BE, AND A PROMISE TO SUBMIT A WRITTEN REPORT ON THE DISTRIBUTION PROCESS ONCE THE SHIPMENT ARRIVES. 8. ONCE DISTRIBUTED, THE RECIPIENT ORGANIZATION IS REQUIRED TO PROVIDE BBF WITH DISTRIBUTION REPORTS AND OTHER DOCUMENTATION SUCH AS PHOTOGRAPHS, NEWSPAPER ARTICLES AND LETTERS SUPPORTING THE EFFORT BY APPROPRIATE OFFICIALS AND PROFESSIONALS. 9. IT MAY BE THE RESPONSIBILITY OF THE RECIPIENT/SPONSORING ORGANIZATION TO COVER THE COSTS ASSOCIATED WITH THE SHIPMENT (IN-LAND AND OCEAN TRANSPORTATION AND BBF PROGRAM SERVICE FEE). 10. THE RECIPIENT IS REQUIRED TO CONFIRM ITS REQUEST FOR MATERIAL SELECTED FROM THE BBF PROVIDED INVENTORY LIST IN WRITING. THE LIST PROVIDED WILL INCLUDE RELATIVE INFORMATION SUCH AS PRODUCT DESCRIPTION, QUANTITIES ON HAND, DATING INFORMATION AND ANY DISTRIBUTION RESTRICTIONS. PART I, LINE 3: BOOKS AND EDUCATIONAL SUPPLIES ARE VALUED AT FAIR MARKET VALUE. PHARMACEUTICALS ARE VALUED AT FEDERAL AND STATE MEDICARE & MEDICAID PRICES SET FORTH BY THE CENTER FOR MEDICARE AND MEDICAID SERVICES (CMS) AND THE WEST VIRGINIA STATE MAXIMUM ALLOWABLE COST (WV SMAC). PART III ACCOUNTING METHOD: GOLF OUTING 95875 81344 14531 1500 4733 1500 8298 3486 95875 81344 14531 1500 4733 1500 8298 3486 19517 -4986 1 HEART TO HEART INTERNATIONAL 2029 S ELMS RD STE A121 SWARTZ CREEK MI 48473 201156489 501(C)(3) 25000 0 N/A N/A GRANT FOR HAITI RESPONSE INTERNATIONAL MEDICAL CORPS 2156 1801 W OLYMPIC BLVD PASADENA CA 91199 953949646 501(C)(3) 25000 0 N/A N/A GRANT FOR MIDWEST TORNADO RESPONSE FEEDING AMERICA KENTUCKY'S HEARTLAND INC PO BOX 821 ELIZABETHTOWN KY 42702 611043635 501(C)(3) 20000 0 N/A N/A GRANT FOR TORNADO RESPONSE ALLEN PLACE COMMUNITY SERVICES 227 BONVUE ST PITTSBURGH PA 15214 271100587 501(C)(3) 10000 0 N/A N/A GRANT FOR EQUIPMENT COST/STAKEHOLDER EVENTS AND DIABETES CLINIC FOOD BANK OF NORTHEAST ARKANSAS PO BOX 2907 JONESBORO AR 72402 710810999 501(C)(3) 10000 0 N/A N/A GRANT FOR TORNADOS GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BLVD MIAMI FL 33137 590624404 501(C)(3) 10000 0 N/A N/A GRANT/SURFSIDE BUILDING COLLAPSE SOUTH TEXAS FOOD BANK PO BOX 2007 LAREDO TX 78044 742574983 501(C)(3) 10000 0 N/A N/A DISASTER RELIEF FOR TEXAS/URI AND VIOLA CENTERVILLE CLINICS 1070 OLD NATIONAL PIKE FREDERICKTOWN PA 15333 251008110 501(C)(3) 0 8000 N/A MEDICAL SUPPLIES TREADWAYS GRANT COMMUNITY OF ANGELS 14297 ZILLA ST NW ANDOVER MN 55304 800712300 501(C)(3) 0 123035 N/A MEDICAL SUPPLIES PGH HEALTHCARE PROJECTS GLOBAL HEALTH MINISTRIES 1837 S NEVADA AVE UNIT 221 COLORADO SPRIINGS CO 80905 471975184 501(C)(3) 0 61439 N/A MEDICAL SUPPLIES PGH HEALTHCARE PROJECTS PONCE MEDICAL SCHOOL FOUNDATION INC CALLE MONTEREY 275 PONCE PR 00716 990379122 501(C)(3) 0 75151 N/A MEDICAL SUPPLIES PGH HEALTHCARE PROJECTS PUERTO RICO RISES PO BOX 390833 DELTONA FL 32729 822915786 501(C)(3) 5000 51619 N/A MEDICAL SUPPLIES PGH HEALTHCARE PROJECTS RESIDENTIAL CARE SERVICES 2400 ARDMORE BLVD STE 601 PITTSBURGH PA 15221 251444331 501(C)(3) 0 6000 N/A MEDICAL SUPPLIES COVID RELIEF 13 0 PART I, LINE 2: THE FOUNDATION'S PROCEDURES FOR MONITORING THE USE OF DOMESTIC GRANT FUNDS ARE SIMILAR TO THAT DESCRIBED IN SCHEDULE F, PART IV. ALSO, ORGANIZATIONS WITHIN THE US PROVIDE DETAILED EXPENDITURE REPORTS OF PROGRAMS FOR GRANTS RECEIVED FROM BBF. FORM 990, SCHEDULE I, PART I AND PART II: BOOKS AND EDUCATION SUPPLIES ARE VALUED AT FAIR MARKET VALUE. PHARMACEUTICALS ARE VALUED AT FEDERAL AND STATE MEDICARE & MEDICAID PRICES SET FORTH BY THE CENTER FOR MEDICARE AND MEDICAID SERVICES (CMS) AND THE WEST VIRGINIA STATE MAXIMUM ALLOWABLE COST (WV SMAC). X X X 0 0 0 0 0 0 0 1 0 OZZY A SAMAD PRESIDENT 146758 0 12000 0 0 0 11907 0 1447 0 172112 0 0 0 PART I, LINE 7 BONUS AWARDS ARE RELATED TO INDIVIDUAL PERFORMANCE AND ARE DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. X 68265 FAIR MARKET VALUE X 300 114862599 FAIR MARKET VALUE X HUMANITARIAN SUPPLIES 10 328769 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER SHOWN IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS FOR EACH TYPE OF PROPERTY FOR THE YEAR ENDED DECEMBER 31, 2021. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL PROCURE AND EVALUATE RELEVANT INFORMATION AND MAKE RECOMMENDATIONS TO THE BOARD REGARDING PERSONNEL, COMPENSATION, DISCIPLINARY MATTERS, ACTIVITIES OF TRUSTEES, OPERATIONAL POLICIES AND OTHER MATTERS THAT DO NOT FALL UNDER THE PURVIEW OF ANY OTHER COMMITTEE OF THE BOARD OF TRUSTEES OF THE CORPORATION. THE EXECUTIVE COMMITTEE SHALL ALSO REVIEW AND EVALUATE RECOMMENDATIONS OF OTHER COMMITTEES OF THE BOARD OF TRUSTEES AND SHALL MAKE RECOMMENDATIONS REGARDING SAME TO THE BOARD. THIS PROVISION IN NO WAY PRECLUDES OR LIMITS THE RIGHT AND OBLIGATION OF COMMITTEES OF THE BOARD TO REPORT AND SUBMIT RECOMMENDATIONS DIRECTLY TO THE BOARD. THE BOARD OF TRUSTEES MAY, AT ANY TIME, DELEGATE TO THE EXECUTIVE COMMITTEE ITS AUTHORITY TO ACT ON ANY SPECIFIC MATTER WHERE URGENCY AND/OR TIME LIMITATIONS NECESSITATE ACTION DURING INTERVALS BETWEEN MEETINGS OF THE BOARD. ANY SUCH LIMITED DELEGATION OF AUTHORITY SHALL EXPIRE AND REQUIRE RENEWAL, IF APPROPRIATE, AT THE COMMENCEMENT OF THE NEXT MEETING OF THE FULL BOARD. THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE POWER AND AUTHORITY TO FILL VACANCIES ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE COO/CFO, PRESIDENT, APPROPRIATE STAFF AND TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL EMPLOYEES, FOUNDATION OFFICERS AND TRUSTEES. POTENTIAL CONFLICTS OF INTEREST INVOLVING A TRUSTEE OR FOUNDATION OFFICER SHALL BE DISCLOSED DIRECTLY TO THE EXECUTIVE COMMITEE OF THE BOARD OF TRUSTEES, WHICH SHALL DETERMINE IF A CONFLICT EXISTS. IF THE EXECUTIVE COMMITTEE DETERMINES THAT CONFLICT EXISTS, IT SHALL REFER THE MATTER TO THE FULL BOARD OF TRUSTEES FOR EXAMINATION. POTENTIAL CONFLICTS OF INTEREST INVOLVING EMPLOYEES SHOULD BE DISLOSED TO THEIR SUPERVISOR OR THE PRESIDENT. THE MINUTES OF MEETINGS OF THE EXECUTIVE COMMITTEE WITH BOARD-DELEGATED POWERS SHALL CONTAIN THE NAMES OF THE PERSONS WHO DISCLOSED OR WERE FOUND TO HAVE A CONFLICT OF INTEREST. IF A CONFLICT EXISTS THE EXECUTIVE COMMITTEE SHALL DETERMINE WHETHER THE FOUNDATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DETERMINES COMPENSATION FOR INDIVIDUALS BASED ON A COMPENSATION SURVEY OR STUDY, FORM 990 OF OTHER ORGANZIATIONS, AND IS APPROVED BY THE ORGANZIATION'S BOARD OR COMPENSATION COMMITTEE. THIS PROCESS IS DOCUMENTED IN THE MINUTES OF THE EXECUITVE COMMITTEE MEETING. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE POSTED ON BROTHER'S BROTHER FOUNDATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING: THE AUDIT COMMITTEE MEETS ON A REGULAR BASIS TO MONITOR THE FINANCIAL REPORTS OF THE ORGANIZATION. THE AUDIT COMMITTEE REVIEWS THE WORK OF THE AUDIT FIRM AND CHOOSES AUDIT FIRMS AFTER CAREFUL CONSIDERATION. THE AUDIT COMMITTEE REVIEWS AND APPROVES THE COMPLETED DRAFT REPORT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.