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Nonprofiteer
← BROWNELL TALBOT FOUNDATION

Form 990 for tax year 2023

Filed by BROWNELL TALBOT FOUNDATION.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 8 May 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$12,007,495 changed to $4,478,686
Total expenses
$40 changed to $483,654
Contributions and grants received
$12,007,248 changed to $4,381,969
Investment income
$247 changed to $96,717
Total assets, end of year
$12,091,917 changed to $16,968,289
Total liabilities, end of year
$0 changed to $885,110
Net assets or fund balances, end of year
$12,091,917 changed to $16,083,179
Management and general expenses
$40 changed to $189,920
Fundraising expenses
$0 changed to $293,734

Listed under a different title

  • Shari Jensen: EXEC DIR OF BUSINESS AND FINANCE then EXECUTIVE DIRECTOR

Totals

Total revenue
$12,007,495
Total expenses
$40
Contributions and grants received
$12,007,248
Grants paid
$0
Program service revenue
$0
Investment income
$247
Other revenue
$0
Total assets, end of year
$12,091,917
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$12,091,917
Program services expenses (Part IX)
$0
Management and general expenses
$40
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $12,007,248

  • 3 · Investment income

    total $247 · excluded $247

Functional expenses

Part IX, the statement of functional expenses.

  • 13 · Office expenses

    total $40 · management and general $40

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $1,075

  • 2 · Savings and temporary cash investments

    end of year $33,732

  • 3 · Pledges and grants receivable

    end of year $11,972,648

  • 15 · Other assets

    beginning of year $0 · end of year $84,462

  • 27 · Net assets without donor restrictions

    end of year $0

  • 28 · Net assets with donor restrictions

    end of year $12,091,917

Mission and programs · 2023

Mission

TO PROVIDE FINANCIAL SUPPORT TO BROWNELL-TALBOT SCHOOL, SUBJECT TO AND IN FURTHERANCE OF THE STRATEGIC PLAN DETERMINED BY THE BOARD OF TRUSTEES OF THE SCHOOL.

Activities or mission (Part I)

TO PROVIDE FINANCIAL SUPPORT TO BROWNELL TALBOT SCHOOL.

  • TO RECEIVE CONTRIBUTIONS, GIFTS, GRANTS, BEQUESTS, AND OTHER ASSETS EXCLUSIVELY FOR PROVIDING FINANCIAL SUPPORT TO BROWNELL TALBOT SCHOOL.

As filed on the 2023 return.

Listed in Part VII

  • W David Scott

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Dean Hollis

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Megan Belcher

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • John Kotouc

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Laura Crosby

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25 + 1 related

  • Diny Landen

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • Jerry Reimer

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25 + 1 related

  • Dr Kristi Gibbs

    HEAD OF SCHOOL

    Total calculated
    $293,096
    From this org
    $0
    From related orgs
    $249,153
    Other
    $43,943
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,805 related
    Bonus
    $0 + $24,300 related
    Other
    $0 + $9,048 related
    Deferred
    $0 + $12,051 related
    Nontaxable benefits
    $0 + $31,892 related
    Filer's total
    $0 + $293,096 related

  • Shari Jensen

    EXEC DIR OF BUSINESS AND FINANCE

    Total calculated
    $154,835
    From this org
    $0
    From related orgs
    $122,746
    Other
    $32,089
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $122,583 related
    Bonus
    $0 + $25 related
    Other
    $0 + $138 related
    Deferred
    $0 + $7,300 related
    Nontaxable benefits
    $0 + $24,789 related
    Filer's total
    $0 + $154,835 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
BROWNELL-TALBOT SCHOOL, A RELATED ORGANIZATION, USES A WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH COMPENSATION OF THE HEAD OF SCHOOL.
PART I, LINE 7
THE HEAD OF SCHOOL OF BROWNELL TALBOT, A RELATED ORGANIZATION, CAN EARN AN ANNUAL BONUS BASED ON SURPASSING BROWNELL TALBOT'S SHORT-TERM EDUCATIONAL, OPERATIONAL, AND FINANCIAL OBJECTIVES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2024
IRS schema version
2023v5.0
Source object
202431359349304073

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