2025-07-14T08:53:54-05:00 2024-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2024-01-01 346562544 BROTHER'S BROTHER FOUNDATION BROT 4123213160 1200 GALVESTON AVENUE PITTSBURGH PA 152331604 OZZY A SAMAD PRESIDENT 4123213160 2025-07-08 1 1 SARAH R PIOT P01358891 4122613644 2024 2025-03-06 01:10:19Z BBF GLOBAL RELIEF OZZY A SAMAD 1200 GALVESTON AVENUE PITTSBURGH PA 152331604 168664115 0 X WWW.BROTHERSBROTHER.ORG X 1958 OH SEE SCHEDULE OBROTHER'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). 27 27 17 142 0 0 99063671 168069013 373858 438283 61595 90552 -145387 -73177 99353737 168524671 82050622 188075818 0 0 1622764 1771763 0 0 634634 2951857 4155786 86625243 194003367 12728494 -25478696 49546949 23987321 300120 247738 49246829 23739583 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 171109783 167955664 415783 HEALTHCARE 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 2024, BBF SENT 111 SHIPMENTS OF REQUESTED PHARMACEUTICALS, MEDICAL SUPPLIES, AND EQUIPMENT. BBF PROVIDED SUPPLIES FOR 26 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 SHIPMENTS AND MED-SURG TRIPS WENT TO 20 COUNTRIES AROUND THE WORLD. 16074256 15950852 22500 EDUCATION 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 2024, BBF SUPPORTED EDUCATIONAL PROGRAMS IN 7 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. 5062666 4064502 0 DISASTER 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 HUMANITARIAN 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 2024, BBF RESPONDED TO 15 DISASTERS BY PROVIDING GRANTS, MEDICATION, HEALTHCARE EQUIPMENT, AND HUMANITARIAN SUPPLIES FOR RELIEF AND RECOVERY EFFORTS. 213832 104800 0 INFRASTRUCTURE PROGRAM: THE INFRASTRUCTURE PROGRAM FOCUSES ON THE AREAS OF SOLAR POWER AND WASH (WATER, SANITATION, AND HYGIENE). IN 2024, BBF SUPPORTED INFRASTRUCTURE PROJECTS IN USA, GHANA, LIBERIA, INDIA, AND ZIMBABWE.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 MORE THAN 90 CLINICS AND HOSPITALS IN SUB-SAHARAN AFRICA, INDIA, AND PUERTO RICO IN COLLABORATION WITH PARTNERS.2. WASH: ACCESS TO THE AREAS OF W.A.S.H. HAVE BEEN DELINEATED AS KEY BROTHER'S BROTHER FOUNDATION 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. 213832 104800 0 192460537 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 10 0 1 17 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA AL AR CA FL GA HI IL KS KY MA MD MI MN MS NC NH NJ NM NY OR RI SC TN UT VA WV X X ERIK T RYAN 4123213160 1200 GALVESTON AVE PITTSBURGH PA 152331604 TERRANCE MURPHY BOARD CHAIR 0.50 X X 0 0 0 ERIC SAKS VICE CHAIR 0.50 X X 0 0 0 BRYANT MITCHELL TREASURER 0.50 X X 0 0 0 DANIEL DELANY SECRETARY 0.50 X X 0 0 0 DEBORAH MCMAHON MEDICAL DIRECTOR 0.50 X X 0 0 0 SENADA ADZEM TRUSTEE (ENTERED 1/30/24) 0.50 X 0 0 0 RON ALVARADO TRUSTEE 0.50 X 0 0 0 DIVYA ANNAMRAJU TRUSTEE 0.50 X 0 0 0 CHRISTINA BRISCOE ABATH TRUSTEE 0.50 X 0 0 0 SVETLANA FAKTOROVICH TRUSTEE 0.50 X 0 0 0 DOUG HOLMES TRUSTEE 0.50 X 0 0 0 REBEKAH HUGHEY TRUSTEE 0.50 X 0 0 0 GRAHAM JOHNSTONE TRUSTEE 0.50 X 0 0 0 PHILLIP JONES TRUSTEE 0.50 X 0 0 0 LANCE KANN TRUSTEE (EXITED 8/8/24) 0.50 X 0 0 0 BRIAN KENNEDY TRUSTEE 0.50 X 0 0 0 AGNES KIELIAN TRUSTEE 0.50 X 0 0 0 BONNIE LAWSON TRUSTEE 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 0.50 X 0 0 0 MICHAEL MASELLI TRUSTEE 0.50 X 0 0 0 SANTIAGO PUJADAS TRUSTEE 0.50 X 0 0 0 IMRAN QADEER TRUSTEE 0.50 X 0 0 0 AREF RAHMAN TRUSTEE 0.50 X 0 0 0 WILLIAM SIMMONS TRUSTEE 0.50 X 0 0 0 WILLIAM SIMPSON TRUSTEE 0.50 X 0 0 0 NGOC THAI TRUSTEE 0.50 X 0 0 0 OZZY A SAMAD PRESIDENT 37.50 X 193328 0 16948 ERIK RYAN COO/CFO 37.50 X 135528 0 12125 LAURA KELLY VP OF COMMUNICATIONS & DEVELOPMENT 37.50 X 123242 0 11217 ANNA VAN DEN BERGH DIRECTOR OF STRATEGIC INITIATIVES 37.50 X 104402 0 9416 556500 0 49706 4 0 1 0 FANIZO TRADING SERVICES PO BOX 8 MULANJE MI ST. ANDREWS SCHOOL CONSTRUCTION 370000 1 16238 48294 168004481 162924184 168069013 HEALTH/DISASTER 900099 438283 438283 438283 60980 60980 3350 69700 -66350 -66350 -66350 57723 28151 29572 29572 29572 33291 48294 41593 -8302 -8302 MISCELLANEOUS INCOME 900099 1475 1475 1475 168524671 438283 0 17375 1447027 1447027 186628791 186628791 358078 221171 64323 72584 1055204 654348 187645 213211 71343 43718 13373 14252 178041 81069 48794 48178 109097 60387 26109 22601 43236 43236 2304 2304 131754 21686 110068 120885 14360 40135 66390 147986 80417 59599 7970 62419 9593 18512 34314 182867 95704 86636 527 54618 54618 PROGRAM SUPPLIES 2812623 2812623 PACKAGING & SHIPPING 210023 209944 79 DUES AND SUBSCRIPTIONS 199528 70827 84217 44484 187543 30558 156930 55 194003367 192460537 908196 634634 744182 1236186 3098319 3053021 200000 200000 43420 56032 42850076 16796420 60940 51996 4561212 1967546 2547786 2593666 2226 49546949 23987321 300120 247738 300120 247738 X 47201515 21635080 2045314 2104503 49246829 23739583 49546949 23987321 -25478696 -28550 0 X X 0 1 X 1 0 X 79640208 116916645 109203630 99063671 168069013 572893167 79640208 116916645 109203630 99063671 168069013 572893167 375956943 196936224 15064 11742 16349 61195 64330 168680 573061847 2085167 0.34370 0.34770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 419070 5879 8461 416488 421371 6290 8591 419070 430180 34 8843 421371 438633 157 8610 430180 456838 -9516 8689 438633 0.00000 1.00000 0.00000 0 0 213201 213201 2988900 1142502 1846398 1359111 825044 534067 2593666 X 168605111 -28550 111293 82743 168522368 2303 2303 168524671 194112357 111293 111293 194001064 2303 2303 194003367 PART V, LINE 4: THE ENDOWMENT CONSISTS OF A FUND ESTABLISHED PRIMARILY FOR PROGRAMMING AND OPERATING NEEDS OF BBF 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 BBF 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. BBF 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, BBF HAS ADOPTED A WRITTEN INVESTMENT POLICY, OF WHICH A SECTION SPECIFICALLY RELATES TO THE ENDOWMENT FUND. BBF 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. BBF HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A STREAM OF FUNDING FOR PROGRAMS AND INITIATIVES SUPPORTED BY THE ENDOWMENT. THE POLICIES ARE ALSO INTENDED TO PROTECT THE INTEGRITY OF THE ASSETS AND ACHIEVE THE OPTIMAL RETURN POSSIBLE WITHIN THE SPECIFIED RISK PARAMETERS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE FOUNDATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD. UNDER THIS POLICY, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE RESULTS THAT EXCEED THE PRICE AND YIELD RESULTS OF A BLENDED BENCHMARK OF EQUITY AND FIXED-INCOME PEER GROUPS. TO SATISFY ITS ENDOWMENT INVESTMENT OBJECTIVES, BBF INVESTS IN MONEY MARKET FUNDS AND RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH CURRENT YIELD (INTEREST AND DIVIDENDS). IN ACCORDANCE WITH ACT 141, THE FOUNDATION ANNUALLY TRANSFERS BETWEEN 2% AND 7% OF THE PREVIOUS THREE YEARS' MARKET VALUE AVERAGE OF THE ENDOWMENT FUND TO UNRESTRICTED NET ASSETS FOR USE IN OPERATIONS. IN 2024 AND 2023, THE SPENDABLE RETURN TOTALED 2% OR $8,461 AND $8,591, RESPECTIVELY. THIS SPENDING POLICY IS CONSISTENT WITH THE COMMONWEALTH OF PENNSYLVANIA'S GUIDELINES AND WITH BBF'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY. FROM TIME TO TIME, CERTAIN DONOR-RESTRICTED ENDOWMENT FUNDS MAY HAVE FAIR VALUES LESS THAN THE AMOUNT REQUIRED TO BE MAINTAINED BY DONORS OR BY LAW (UNDERWATER ENDOWMENTS). THE FOUNDATION HAS INTERPRETED ACT 141 TO PERMIT SPENDING FROM UNDERWATER ENDOWMENTS IN ACCORDANCE WITH PRUDENT MEASURES REQUIRED UNDER LAW. BBF HAS NO UNDERWATER ENDOWMENT FUNDS AT DECEMBER 31, 2024 AND 2023. THE ORIGINAL CORPUS OF THE ENDOWMENT FUNDS IS $300,000. PART X, LINE 2: BBF 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, BBF HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING AN ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS. BBF IS NO LONGER SUBJECT TO EXAMINATIONS BY TAXING AUTHORITIES IN ANY MAJOR TAX JURISDICTION FOR YEAR BEFORE DECEMBER 31, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 69,700. FUNDRAISING 41,593. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 69,700. FUNDRAISING 41,593. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 ASSISTANCE PROVIDED TO RECIPIENTS LOCATED IN REGION PROVISION OF BOOKS, EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MED. SUPPLIES & EQUIPMENT 150173991 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 ASSISTANCE PROVIDED TO RECIPIENTS LOCATED IN REGION PROVISION OF BOOKS, EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MED. SUPPLIES & EQUIPMENT 20484025 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 ASSISTANCE PROVIDED TO RECIPIENTS LOCATED IN REGION PROVISION OF BOOKS, EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MED. SUPPLIES & EQUIPMENT 14851214 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 ASSISTANCE PROVIDED TO RECIPIENTS LOCATED IN REGION PROVISION OF PHARMACEUTICALS & MED. SUPPLIES & EQUIPMENT 596551 RUSSIA AND NEIGHBORING STATES - UKRAINE 0 0 ASSISTANCE PROVIDED TO RECIPIENTS LOCATED IN REGION PROVISION OF PHARMACEUTICALS & MED. SUPPLIES & EQUIPMENT 288722 EUROPE (INCLUDING ICELAND AND GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGI 0 0 ASSISTANCE PROVIDED TO RECIPIENTS LOCATED IN REGION PROVISION OF PHARMACEUTICALS & MED. SUPPLIES & EQUIPMENT 176372 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 ASSISTANCE PROVIDED TO RECIPIENTS LOCATED IN REGION PROVISION OF EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MED. SUPPLIES & EQUIPMENT 29163 MIDDLE EAST & NORTH AFRICA - ALGERIA, BAHRAIN, DJUBOUTI, EGYPT, IRAN, IRAQ 0 0 ASSISTANCE PROVIDED TO RECIPIENTS LOCATED IN REGION PROVISION OF PHARMACEUTICALS & MED. SUPPLIES & EQUIPMENT 28752 0 0 0 0 0 0 186628790 0 186628790 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, PROVISION OF BOOKS, EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MED. SUPPLIES & EQUIPMENT 0 DIRECT DISPERSEMENT 150173991 BOOKS,EDUCATIONAL SUPPLIES, 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 48000 DIRECT DISPERSEMENT 20436025 BOOKS,EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MEDICAL SUPPLIES SEE PART V; SUPPLEMENTAL INFORMATION RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, PROVISION OF BOOKS, EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MED. SUPPLIES & EQUIPMENT 0 DIRECT DISPERSEMENT 288722 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 0 DIRECT DISPERSEMENT 14851214 BOOKS,EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MEDICAL SUPPLIES SEE PART V; SUPPLEMENTAL INFORMATION EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM PROVISION OF BOOKS, EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MED. SUPPLIES & EQUIPMENT 176372 DIRECT DISPERSEMENT 0 BOOKS,EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MEDICAL SUPPLIES SEE PART V; SUPPLEMENTAL INFORMATION MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, PROVISION OF BOOKS, EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MED. SUPPLIES & EQUIPMENT 28752 DIRECT DISPERSEMENT 0 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 10000 DIRECT DISPERSEMENT 19163 BOOKS,EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MEDICAL SUPPLIES SEE PART V; SUPPLEMENTAL INFORMATION SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, PROVISION OF BOOKS, EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MED. SUPPLIES & EQUIPMENT 17800 DIRECT DISPERSEMENT 578751 BOOKS,EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MEDICAL SUPPLIES SEE PART V; SUPPLEMENTAL INFORMATION 63 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. GOLF OUTING 81585 48294 33291 1080 13951 26562 81585 48294 33291 1080 13951 26562 41593 -8302 1 ALL SOULS COUNSELING CENTER 34 ARLINGTON ST ASHEVILLE NC 28801 562200862 501(C)(3) 25000 0 N/A N/A GRANT FOR HURRICANE RELIEF AMERICAS SECOND HARVEST OF THE BIG BEND INC 4446 ENTREPOT BLVD TALLAHASSEE FL 32310 592610345 501(C)(3) 25000 0 N/A N/A DISASTER RELIEF APPALACHIAN SUSTAINABLE AGRICULTURE PROJECT 306 WEST HAYWOOD ST ASHEVILLE NC 28801 061642769 501(C)(3) 25000 0 N/A N/A GRANT FOR HURRICANE RELIEF ASHEVILLE-BUNCOMBE COMMUNITY CHRISTIAN MINISTRY INC 20 TWENTIETH ST ASHEVILLE NC 28806 560945001 501(C)(3) 25000 0 N/A N/A GRANT FOR HURRICANE RECOVERY BELOVED ASHEVILLE PO BOX 6386 ASHEVILLE NC 28816 843381632 501(C)(3) 25000 0 N/A N/A GRANT FOR DISASTER RECOVERY BLUE RIDGE COMMUNITY HEALTH SERVICES INC 220 5TH AVENUE EAST HENDERSONVILLE NC 28792 560794933 501(C)(3) 25000 0 N/A N/A GRANT FOR DISASTER RECOVERY BOUNTY & SOUL 999 OLD US HIGHWAY 70 W BLACK MOUNTAIN NC 28711 464759362 501(C)(3) 25000 0 N/A N/A GRANT FOR HURRICANE RELIEF BUNCOMBE COUNTY SCHOOLS FOUNDATION INC 175 BINGHAM ROAD ASHEVILLE NC 28806 581685536 501(C)(3) 25000 0 N/A N/A GRANT FOR HURRICANE RELIEF COMMUNITY HEALTH CENTERS INC 110 S WOODLAND STREET WINTER GARDEN FL 34787 591480970 501(C)(3) 25000 0 N/A N/A GRANT FOR HURRICANE RELIEF CONVOY OF HOPE 1 CONVOY DRIVE SPRINGFIELD MO 65802 680051386 501(C)(3) 0 362584 FMV N/A PGH DISASTER RESPONSE PROJECTS DOCTORS COLLABORATING TO HELP CHILDREN CORP 262 MONSIGNOR OBRIEN HWY APT 505 CAMBRIDGE MA 02141 273911278 501(C)(3) 10500 0 N/A N/A HEALTHCARE PROJECTS FARM SHARE INC 14125 SW 320 ST HOMESTEAD FL 33033 650342192 501(C)(3) 0 140798 FMV N/A DISASTER RESPONSE FEEDING AMERICA TAMPA BAY INC 3624 CAUSEWAY BLVD TAMPA FL 33619 592116576 501(C)(3) 20000 13250 FMV N/A PGH DISASTER RESPONSE PROJECTS FEEDING AMERICA KENTUCKY'S HEARTLAND INC PO BOX 821 ELIZABETHTOWN KY 42702 611043635 501(C)(3) 5600 0 N/A N/A GRANT FOR TORNADO/WIND DAMAGE HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA INC 3760 FOWLER ST FORT MEYERS FL 33901 592332120 501(C)(3) 20000 0 N/A N/A GRANTS FOR HURRICANE RELIEF KEEPERS OF THE FLAME FOUNDATION INC 329 PURPLE PLUM DRIVE RINCON GA 31326 882951279 501(C)(3) 10000 0 N/A N/A BREAST CANCER RELATED PROJECTS LEGAL AID OF NORTH CAROLINA INC 319 CHAPANOKE ROAD STE 104 RALEIGH NC 27603 311784161 501(C)(3) 10000 0 N/A N/A GRANT FOR HURRICANE RELIEF LIGHT OF LIFE MINISTRIES INC 665 RIDGE AVENUE PITTSBURGH PA 15212 251056389 501(C)(3) 0 7750 FMV N/A DISASTER RESPONSE MANNA FOOD BANK INC 99 BROADPOINTE DR MILLS RIVER NC 28759 581514800 501(C)(3) 20000 8762 FMV N/A PGH DISASTER RESPONSE PROJECTS MATTER 7005 OXFORD STREET ST LOUIS PARK MN 55426 371441658 501(C)(3) 0 126259 FMV N/A HEALTHCARE RELATED PROJECTS MCR HEALTH INC 101 RIVERFRONT BLVD 101 BRADENTON FL 34205 591773262 501(C)(3) 25000 0 N/A N/A DISASTER RELIEF MEDGLOBAL INC 10604 SOUTHWEST HIGHWAY STE 107 CHICAGO RIDGE IL 60415 822517347 501(C)(3) 10000 0 N/A N/A TRAUMA SURGERY TRAINING MIDDLE GEORGIA COMMUNITY FOOD BANK INC 4490 OCMULGEE EAST BLVD MACON GA 31217 582484086 501(C)(3) 20000 18747 FMV N/A COMMUNITY FOOD BANK GRANT MOUNTAIN AREA HEALTH EDUCATION CENTER INC 121 HENDERSONVILLE ROAD ASHEVILLE NC 28803 561071426 501(C)(3) 25000 0 N/A N/A DISASTER RECOVERY OCEANA COMMUNITY HEALTH INC 2215 NEBRASKA AVENUE 1E FORT PIERCE FL 34950 881889523 501(C)(3) 25000 0 N/A N/A GRANT FOR HURRICANE RELIEF PONCE MEDICAL SCHOOL FOUNDATION INC PO BOX 7004 PONCE PR 007327004 663079122 501(C)(3) 0 55869 FMV N/A PGH DISASTER RESPONSE PROJECTS SAMU FOUNDATION 2001 L ST NW 500 WASHINGTON DC 20036 814198808 501(C)(3) 0 25224 FMV N/A NCA HEALTHCARE PROJECTS SECOND HARVEST FOOD BANK OF NORTHWEST NC INC 3330 SHOREFAIR DRIVE WINSTON SALEM NC 27105 581457912 501(C)(3) 20000 0 N/A N/A GRANT FOR FOOD BANK SUPPORT THE EDUCATION PARTNERSHIP 123 DYER ST PROVIDENCE RI 02903 050502013 501(C)(3) 5150 0 N/A N/A PGH EDUCATION PROJECTS THE EYE & EAR FOUNDATION 203 LOTHROP ST STE 251 PITTSBURGH PA 15213 251439732 501(C)(3) 10000 0 N/A N/A HEARING VAN EQUIPMENT THE GUATEMALAN-MAYA CENTER INC 430 NORTH G STREET LAKE WORTH BEACH FL 33460 650355018 501(C)(3) 25000 0 N/A N/A MILTON DISASTER RESPONSE THE HUNGER AND HEALTH COALITION INC PO BOX 1837 BOONE NC 28607 561322973 501(C)(3) 25000 0 N/A N/A GRANT FOR HURRICANE RELIEF VITA NOVA INC 2724 N AUSTRALIAN AVE WEST PALM BEACH FL 33407 650298299 501(C)(3) 25000 0 N/A N/A HEALTHCARE PROJECTS WE CARE MANATEE INC 353 6TH AVE W BRADENTON FL 34205 593606103 501(C)(3) 25000 0 N/A N/A HURRICANE RECOVERY 36 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 X 0 0 0 0 0 0 0 1 0 OZZY A SAMAD PRESIDENT 178328 0 15000 0 0 0 14673 0 2275 0 210276 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. THE PRESIDENT, COO/CFO, VP OF COMMUNICATIONS AND DEVELOPMENT, AND DIRECTOR OF STRATEGIC INITIATIVES ALL RECEIVED BONUSES IN 2024. X 15505999 FAIR MARKET VALUE X 446 147196342 FAIR MARKET VALUE X HUMANITARIAN 23 221843 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, 2024. LINE 25 - THE FOUNDATION RECEIVED HUMANITARIAN SUPPLIES TOTALING $221,843 DURING 2024. 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 MAY 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 COMMITTEE 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 DISCLOSED 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 EMPLOYEE COMPENSATION BASED ON PUBLICLY AVAILABLE INFORMATION INCLUDING, COMPENSATION SURVEYS OR STUDIES AND FORM 990 OF OTHER INSTITUTIONS, WITHIN THE PARAMETERS OF THE OVERALL COMPENSATION BUDGET AS APPROVED BY THE EXECUTIVE COMMITTEE AND THE BOARD OF TRUSTEES. 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.