2026-09-09T13:02:48-05:00 2025-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2025-01-01 346562544 BROTHER'S BROTHER FOUNDATION BROT 4123213160 1200 GALVESTON AVENUE PITTSBURGH PA 152331604 OZZY A SAMAD PRESIDENT 4123213160 2026-09-08 1 SARAH R PIOT P01358891 4122613644 2025 BBF GLOBAL RELIEF OZZY A SAMAD 1200 GALVESTON AVENUE PITTSBURGH PA 152331604 108683476 0 X WWW.BROTHERSBROTHER.ORG X 1958 OH BROTHER'S BROTHER FOUNDATION HELPS BRIDGE THE GAP BETWEEN AID AND SUSTAINABILITY - SEE SCHEDULE OBY SUPPORTING LOCALIZED PROGRAMS AND PROVIDING ESSENTIAL RESOURCES IN THE AREAS OF HEALTHCARE, INFRASTRUCTURE, DISASTER RESPONSE, AND EDUCATION (H.I.D.E.). 21 21 15 432 0 0 168069013 107847156 438283 385528 90552 54667 -73177 29151 168524671 108316502 188075818 106033143 0 0 1771763 1598939 0 0 599417 4155786 2467079 194003367 110099161 -25478696 -1782659 23987321 22137016 247738 180092 23739583 21956924 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 87602963 85658915 365736 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 2025, BBF SENT 100 SHIPMENTS OF REQUESTED PHARMACEUTICALS, MEDICAL SUPPLIES, AND EQUIPMENT. BBF PROVIDED SUPPLIES FOR 19 HAND-CARRIED 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 25 COUNTRIES AROUND THE WORLD. 19048657 18785330 0 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 2025, BBF SUPPORTED 11 EDUCATIONAL PROGRAMS IN 6 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. 1797163 1405123 19792 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 2025, BBF RESPONDED TO 12 DISASTERS BY PROVIDING GRANTS, MEDICATION, HEALTHCARE EQUIPMENT, AND HUMANITARIAN SUPPLIES FOR RELIEF AND RECOVERY EFFORTS. 275954 183775 0 INFRASTRUCTURE PROGRAM: THE INFRASTRUCTURE PROGRAM FOCUSES ON THE AREAS OF SOLAR POWER AND WASH (WATER, SANITATION, AND HYGIENE). IN 2025, BBF SUPPORTED INFRASTRUCTURE PROJECTS IN GHANA, LIBERIA, 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. 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 WASH (WATER, SANITATION, AND HYGIENE) HAS BEEN IDENTIFIED AS A KEY HUMANITARIAN ISSUE AND AN INTERNATIONAL PUBLIC HEALTH PRIORITY. THESE INITIATIVES 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. 275954 183775 0 108724737 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 12 0 1 15 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 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 ERIC SAKS BOARD CHAIR 0.50 X X 0 0 0 SVETLANA FAKTOROVICH VICE CHAIR 0.50 X X 0 0 0 BRYANT MITCHELL TREASURER 0.50 X X 0 0 0 MICHAEL MASELLI SECRETARY 0.50 X X 0 0 0 DEBORAH MCMAHON MEDICAL DIRECTOR 0.50 X X 0 0 0 RON ALVARADO TRUSTEE (EXIT 1/25) 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 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 BRIAN KENNEDY TRUSTEE (EXIT 1/25) 0.50 X 0 0 0 AGNES KIELIAN TRUSTEE 0.50 X 0 0 0 BONNIE LAWSON TRUSTEE (EXIT 1/25) 0.50 X 0 0 0 DARREN MACIOCE TRUSTEE (EXIT 1/25) 0.50 X 0 0 0 ROBERT MANGINO TRUSTEE 0.50 X 0 0 0 CHRONIS MANOLIS TRUSTEE 0.50 X 0 0 0 TERRANCE MURPHY 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 210300 0 18236 ERIK RYAN COO/CFO 37.50 X 147444 0 13200 LAURA KELLY VP OF COMMUNICATIONS & DEVELOPMENT 37.50 X 131971 0 11827 489715 0 43263 3 0 1 0 FANIZO TRADING SERVICES PO BOX 8 MULANJE MI ST. ANDREWS SCHOOL CONSTRUCTION 390000 4 16785 126406 107703965 103201801 107847156 HEALTH/DISASTER 900099 385528 385528 385528 48646 48646 150 8352 -8202 -8202 -8202 265718 259697 6021 6021 6021 136094 126406 98925 37169 37169 MISCELLANEOUS INCOME 900099 184 184 184 108316502 385528 0 83818 1594714 1594714 104438429 104438429 389181 240382 69910 78889 881856 495594 179494 206768 64288 36084 13105 15099 159261 91894 31389 35978 104353 60322 20520 23511 47938 47938 1708 1708 100794 8360 18155 74279 122879 23992 41139 57748 171452 80992 83139 7321 54499 7385 20571 26543 261478 96241 164146 1091 62593 62593 PROGRAM SUPPLIES 1086490 1086490 MOBILE HEALTH CLINIC 237280 237280 PACKAGING & SHIPPING 148505 148505 171463 78073 21200 72190 110099161 108724737 775007 599417 1236186 2005714 3053021 2378691 200000 0 56032 215432 16796420 15048599 51996 57786 4659818 2229024 2593666 2430794 23987321 22137016 247738 180092 247738 180092 X 21635080 20087712 2104503 1869212 23739583 21956924 23987321 22137016 -1782659 0 X X 0 1 X 1 0 X 116916645 109203630 99063671 168069013 107847156 601100115 116916645 109203630 99063671 168069013 107847156 601100115 403682656 197417459 11742 16349 61195 64330 48796 202412 37169 37169 3846 1475 184 5505 601345201 2107460 0.32830 0.34370 X 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 80% OF IN-KIND CONTRIBUTIONS RECEIVED.MANAGEMENT AND MONITORING OF FUNDRAISING AND ADMINISTRATION COSTS HAS RESULTED IN NON-PROGRAM EXPENDITURES BEING LESS THAN 1.35% 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% 4. 2009 1,627 >91% 5. 2010 5,920 >92% 6. 2011 4,195 >91% 7. 2012 2,505 >92% 8. 2013 3,861 >92% 9. 2014 2,927 >92% 10. 2015 5,811 >89%11. 2016 5,067 >92%12. 2017 8,984 >93%13. 2018 5,616 >94% 14. 2019 5,467 >93%15. 2020 5,077 >96%16. 2021 7,192 >96%17. 2022 13,236 >95%18. 2023 8,238 >95%19. 2024 6,952 >95%20. 2025 6,541 >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 96.00% 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 FUNDRAISING PROGRAM AND REALIZES FINANCIAL SUPPORT FROM A BROAD GROUP OF INDIVIDUALS, CORPORATIONS, CIVIC, AND CHURCH GROUPS, NON-GOVERNMENTAL ORGANIZATIONS (NGOS). FUNDRAISING 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: 4,444 / YEAR. 2. INSTITUTIONS: 293 / YEAR. OVER THE LAST FIVE YEARS, THE INDIVIDUAL DONOR GROUP AVERAGED 8,109 CONTRIBUTIONS PER YEAR AND THE ORGANIZATIONAL DONOR GROUP AVERAGED 323 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, MEDICAL EQUIPMENT AND TEXTBOOKS. 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 416488 12778 8370 420896 419070 5879 8461 416488 421371 6290 8591 419070 430180 34 8843 421371 438633 157 8610 430180 0.00000 1.00000 0.00000 0 0 213201 213201 3017755 1437649 1580106 1428862 791375 637487 2430794 X 108423779 107277 107277 108316502 0 108316502 110206438 107277 107277 110099161 0 110099161 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF A FUND ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES DONOR-RESTRICTED ENDOWMENT FUNDS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE BOARD OF THE ORGANIZATION 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 ORGANIZATION 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. IN ACCORDANCE WITH ACT 141, THE ORGANIZATION HAS ADOPTED A WRITTEN INVESTMENT POLICY, OF WHICH A SECTION SPECIFICALLY RELATES TO THE ENDOWMENT FUND. THE ORGANIZATION 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. THE ORGANIZATION HAS A LONG-TERM OBJECTIVE TO EARN A RETURN SUFFICIENT TO PRESERVE THE PURCHASING POWER OF THE ORGANIZATION FOR GENERATIONS TO COME, AS WELL AS TO PROVIDE FOR CURRENT NEEDS. AS A RESULT, THE ANNUAL RETURN SHOULD AT LEAST EQUAL THE ANNUAL SUM OF DISTRIBUTIONS, INFLATION, ADMINISTRATIVE COSTS AND MANAGEMENT FEES, PLUS A PRUDENT LEVEL OF GROWTH. THE ORGANIZATION HAS ADOPTED A TOTAL RETURN INVESTMENT APPROACH. CURRENT INCOME IS CONSIDERED A SECONDARY CONSIDERATION. TO SATISFY ITS ENDOWMENT INVESTMENT OBJECTIVES, THE ORGANIZATION 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, AND ITS CURRENT INVESTMENT STRATEGY, THE ORGANIZATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR BETWEEN 2% AND 7% OF ITS ENDOWMENT FUND'S AVERAGE FAIR MARKET VALUE OVER THE PRIOR TRAILING YEARS. IN ESTABLISHING THIS POLICY, THE ORGANIZATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. ACCORDINGLY, OVERTHE LONG TERM, THE ORGANIZATION EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW. THIS IS CONSISTENT WITH THE ORGANIZATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. IF ADDITIONAL APPROPRIATION IS CONSIDERED NECESSARY, THE ACTION WILL BE AUTHORIZED BY THE BOARD AND THE ALLOCATION WILL BE MADE FROM THE QUASI-ENDOWED FUNDS. 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 ORGANIZATION HAS INTERPRETED ACT 141 TO PERMIT SPENDING FROM UNDERWATER ENDOWMENTS IN ACCORDANCE WITH PRUDENT MEASURES REQUIRED UNDER LAW. THE ORGANIZATION HAS NO UNDERWATER ENDOWMENT FUNDS AT DECEMBER 31, 2025 AND 2024. THE ORIGINAL CORPUS OF THE ENDOWMENT FUNDS IS $300,000 AS OF DECEMBER 31, 2025 AND 2024. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON TRADE OR BUSINESS PROFITS GENERATED BY ACTIVITIES RELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. THE ORGANIZATION MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES FOR PROFITS GENERATED FROM TRADE OR BUSINESS ACTIVITIES UNRELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. THE ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS, IDENTIFY AND REPORT UNRELATED BUSINESS INCOME, AND DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS. AS OF DECEMBER 31, 2025 AND 2024, THE ORGANIZATION BELIEVES THAT IT HAS NOT GENERATED ANY UNRELATED BUSINESS TAXABLE INCOME. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED UPON THE TECHNICAL MERITS OF THE POSITION. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON EXAMINATION. INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS ARE CLASSIFIED AS INCOME TAX EXPENSE. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, AND LOCAL OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 8,352. FUNDRAISING 98,925. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 8,352. FUNDRAISING 98,925. 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 75000 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 150000 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 5000 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 ASSISTANCE PROVIDED TO RECIPIENTS LOCATED IN REGION PROVISION OF PHARMACEUTICALS & MED. SUPPLIES & EQUIPMENT 12800 EUROPE (INCLUDING ICELAND AND GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGI 0 0 ASSISTANCE PROVIDED TO RECIPIENTS LOCATED IN REGION PROVISION OF PHARMACEUTICALS & MED. SUPPLIES & EQUIPMENT 245000 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 5000 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 40000 0 0 0 0 0 0 532800 0 532800 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, PROVISION OF BOOKS, EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MED. SUPPLIES & EQUIPMENT 75000 DIRECT DISBURSEMENT 71431886 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 100000 DIRECT DISBURSEMENT 16182348 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 275000 DIRECT DISBURSEMENT 202245 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 5000 DIRECT DISBURSEMENT 16019846 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 10000 DIRECT DISBURSEMENT 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 15000 DIRECT DISBURSEMENT 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 5000 DIRECT DISBURSEMENT 8606 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 47800 DIRECT DISBURSEMENT 60698 BOOKS,EDUCATIONAL SUPPLIES, PHARMACEUTICALS, MEDICAL SUPPLIES SEE PART V; SUPPLEMENTAL INFORMATION 52 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: THE ORGANIZATION'S VALUATION METHODOLOGY FOR DONATED PHARMACEUTICALS IS TO UTILIZE 50% OF WHOLESALE ACQUISITION COST (WAC) AS A PRIMARY REFERENCE AND PUBLISHED REIMBURSEMENT PRICING GUIDELINES FROM FEDERAL (CENTER FOR MEDICARE AND MEDICAID SERVICES - CMS) AND STATE (WEST VIRGINIA STATE MAXIMUM ALLOWABLE COST - WV SMAC) SOURCES AS SECONDARY REFERENCES. THE VALUATION METHODOLOGY FOR DONATED EDUCATIONAL MATERIALS UTILIZED NET PRICE, WHICH ACCORDING TO PUBLISHERS, IS THE LOWEST PRICE AT WHICH THE TITLE WILL BE AVAILABLE THAT IS DEEMED A LEVEL 2 INPUT. THE VALUATION METHODOLOGY FOR DONATED MEDICAL SUPPLIES AND EQUIPMENT UTILIZED PUBLISHED PRICING GUIDELINES FROM THE MEDLINE THIRD-PARTY WEBSITE, A GLOBAL MANUFACTURER AND DISTRIBUTOR OF ESSENTIAL MEDICAL SUPPLIES, DISCOUNTED TO REFLECT THE VALUE OF DONATED MATERIALS COMPARED TO NEW MATERIALS. THE TOTAL OF ALL NET PRICES PROVIDED IS DIVIDED BY THE TOTAL NUMBER OF UNITS DONATED TO CALCULATE AN AVERAGE COST PER UNIT, WHICH IS DETERMINED AS NET REALIZABLE VALUE. UKRAINE FUNDRAISER 262500 126406 136094 5000 56900 3250 33775 262500 126406 136094 5000 56900 3250 33775 98925 37169 1 AHN 120 FIFTH AVENUE SUITE 2900 PITTSBURGH PA 15222 251848306 501(C)(3) 20000 0 N/A N/A GRANT FOR 2 WEEK PROF TRAINING/RADIATION ONCOLOGY BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON RD KANAB UT 84741 237147797 501(C)(3) 25000 0 N/A N/A GRANT FOR WILDFIRE RELIEF EFFORTS FEEDING AMERICA KENTUCKY'S HEARTLAND INC PO BOX 821 ELIZABETHTOWN KY 42702 611043635 501(C)(3) 10000 0 N/A N/A GRANT FOR TORNADO/WIND DAMAGE FLINTRIDGE CENTER 236 WEST MOUNTAINS STREET SUITE 106 PASADENA CA 91103 261559274 501(C)(3) 50000 0 N/A N/A GRANT FOR LA WILDFIRES IDEPSCA 1565 W 14TH ST LOS ANGELES CA 90015 954431992 501(C)(3) 50000 0 N/A N/A GRANT FOR LA WILFIRE RESPONSE LA FOOD BANK 1734 E 41ST ST LOS ANGELES CA 90058 953135649 501(C)(3) 30000 0 N/A N/A GRANT FOR LA WILDFIRE RELIEF EFFORTS LA PARKS FOUNDATION 2650 N COMMONWEALTH AVE LOS ANGELES CA 90027 262358338 501(C)(3) 25000 0 N/A N/A GRANT FOR ANIMAL WILDFIRE RESPONSE LA REGIONAL FOOD BANK 1734 E 41ST ST LOS ANGELES CA 90058 953135649 501(C)(3) 70000 14152 FMV N/A GRANT FOR CA WILDFIRE RESPONSE MOUNTAIN AREA HEALTH EDUCATION CENTER INC 121 HENDERSONVILLE ROAD ASHEVILLE NC 28803 561071426 501(C)(3) 27653 0 N/A N/A DISASTER RECOVERY MS FOOD NETWORK 440 BEATTY ST JACKSON MS 39201 640676325 501(C)(3) 10000 0 N/A N/A GRANT FOR TORNADO RESPONSE ONE VOICE 1228 15TH ST SUITE C SANTA MONICA CA 90404 953900124 501(C)(3) 25000 0 N/A N/A GRANT FOR LA WILDFIRE DISASTER RESPONSE PASADENA EDUCATIONAL FDT 351 S HUDSON AVE PASADENA CA 91101 237149451 501(C)(3) 25000 0 N/A N/A GRANT FOR LA WILDFIRE RESPONSE PASADENA HUMANE SOCIETY 361 S RAYMOND AVE PASADENA CA 91105 951643344 501(C)(3) 100000 0 N/A N/A GRANT FOR CA FIRE RELIEF PASADENA SENIOR CENTER 85 E HOLLY ST PASADENA CA 91103 952085393 501(C)(3) 50000 0 N/A N/A GRANT FOR CA DISASTER RESPONSE PONCE MEDICAL SCHOOL FOUNDATION INC PO BOX 7004 PONCE PR 007327004 663079122 501(C)(3) 6000 0 N/A N/A PGH DISASTER RESPONSE PROJECTS SAN ANTONIO FOOD BANK 5200 HISTORIC OLD HWY 90 SAN ANTONIO TX 78227 742122979 501(C)(3) 55000 0 N/A N/A GRANT FOR TX FLOOD RELIEF SOUTH MISSOURI FOOD BANK 600 STATE HWY H SIKESTON MO 63801 431395863 501(C)(3) 10000 31420 FMV N/A GRANT FOR TORNADO RESPONSE TEXSAR INC 13501 RANCH ROAD 12 STE 103 WIMBERLEY TX 78676 201419734 501(C)(3) 45000 0 N/A N/A GRANT FOR TEXAS FLOOD RESPONSE THE EDUCATION PARTNERSHIP 123 DYER ST PROVIDENCE RI 02903 050502013 501(C)(3) 5225 0 N/A N/A PGH EDUCATION PROJECTS UNITED AMERICAN INDIAN INV INC 1453 W TEMPLE ST LOS ANGELES CA 90026 952917933 501(C)(3) 50000 0 N/A N/A GRANT FOR CA WILDFIRE RELIEF UNIVERSAL COMM HEALTH CTR 5460 E BEVERLY BLVD LOS ANGELES CA 90022 270600887 501(C)(3) 50000 0 N/A N/A GRANT FOR CA WILDFIRE RELIEF EFFORTS VIDA MOBILE CLINIC 10718 WHITE OAK AVE GRANADA HILLS CA 91344 814209248 501(C)(3) 50000 0 N/A N/A GRANT FOR LA WILDFIRE RESPONSE VITA NOVA INC 2724 N AUSTRALIAN AVE WEST PALM BEACH FL 33407 650298299 501(C)(3) 10000 0 N/A N/A GRANT FOR PURCHASE OF IMAC COMPUTERS WESTSIDE FOOD BANK 1710 22ND ST SANTA MONICA CA 90404 953685875 501(C)(3) 50000 129531 FMV N/A GRANT FOR CA WILDFIRE RESPONSE YOUNG & HEALTHY 136 W PEORIA ST PASADENA CA 91103 954527969 501(C)(3) 25000 0 N/A N/A GRANT FOR LA WILDFIRE RESPONSE MATTER 7005 OXFORD STREET ST LOUIS PARK MN 55426 371441658 501(C)(3) 0 270288 FMV N/A PGH HEALTHCARE PROJECTS MEDWISH MEDWORKS 1625 E 31ST STREET CLEVELAND OH 44114 341903712 501(C)(3) 0 197205 FMV N/A PGH HEALTHCARE PROJECTS FOOD BANK OF SOUTHERN CALIFORNIA 1444 SAN FRANCISCO AVE LONG BEACH CA 90813 953557056 501(C)(3) 0 27154 FMV N/A PGH DISASTER RESPONSE PROJECTS ANDERSON MUNGER FAMILY YMCA 4301 W 3RD STREET LOS ANGELES CA 90020 951644052 501(C)(3) 0 18007 FMV N/A PGH DISASTER RESPONSE PROJECTS SURGICORPS INT'L 3392 SAXONBURG BLVD GLENSHAW PA 15116 251796465 501(C)(3) 0 10366 FMV N/A PGH HEALTHCARE PROJECTS COMMUNITY FORGE 1256 FRANKLIN AVE PITTSBURGH PA 15221 842148701 501(C)(3) 0 9391 FMV N/A PGH EDUCATION PROJECTS UNITED METHODIST CHURCH - RIO TX CONFERENCE 16400 HUEBNER ROAD SAN ANTONIO TX 78248 742298392 501(C)(3) 0 7056 FMV N/A PGH HEALTHCARE PROJECTS GLOBAL LINKS 700 TRUMBULL DR PITTSBURGH PA 15205 521629060 501(C)(3) 0 6266 FMV N/A PGH HEALTHCARE PROJECTS 25 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: THE VALUATION METHODOLOGY FOR DONATED EDUCATIONAL MATERIALS UTILIZED NET PRICE, WHICH ACCORDING TO PUBLISHERS, IS THE LOWEST PRICE AT WHICH THE TITLE WILL BE AVAILABLE THAT IS DEEMED A LEVEL 2 INPUT. THE VALUATION METHODOLOGY FOR DONATED MEDICAL SUPPLIES AND EQUIPMENT UTILIZED PUBLISHED PRICING GUIDELINES FROM THE MEDLINE THIRD-PARTY WEBSITE, A GLOBAL MANUFACTURER AND DISTRIBUTOR OF ESSENTIAL MEDICAL SUPPLIES, DISCOUNTED TO REFLECT THE VALUE OF DONATED MATERIALS COMPARED TO NEW MATERIALS. THE TOTAL OF ALL NET PRICES PROVIDED IS DIVIDED BY THE TOTAL NUMBER OF UNITS DONATED TO CALCULATE AN AVERAGE COST PER UNIT, WHICH IS DETERMINED AS NET REALIZABLE VALUE. THE ORGANIZATION'S VALUATION METHODOLOGY FOR DONATED PHARMACEUTICALS IS TO UTILIZE 50% OF WHOLESALE ACQUISITION COST (WAC) AS A PRIMARY REFERENCE AND PUBLISHED REIMBURSEMENT PRICING GUIDELINES FROM FEDERAL (CENTER FOR MEDICARE AND MEDICAID SERVICES - CMS) AND STATE (WEST VIRGINIA STATE MAXIMUM ALLOWABLE COST - WV SMAC) SOURCES AS SECONDARY REFERENCES. X X X 0 0 0 0 0 0 0 1 0 OZZY A SAMAD PRESIDENT 195300 0 15000 0 0 0 15961 0 2275 0 228536 0 0 0 ERIK RYAN COO/CFO 137444 0 10000 0 0 0 11251 0 1949 0 160644 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, AND THE VP OF COMMUNICATIONS AND DEVELOPMENT ALL RECEIVED BONUSES IN 2025. X 18544136 FAIR MARKET VALUE X 178 84561041 FAIR MARKET VALUE X HUMANITARIAN 8 96624 FAIR MARKET VALUE 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, 2025. LINE 25 - THE FOUNDATION RECEIVED HUMANITARIAN SUPPLIES TOTALING $96,624 DURING 2025. 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 A 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.