Short Form Return of Organization Exempt From Income Tax

Transcription

1 Form Department of the Treasury Internal Revenue Servie A B I J K Under setion 51(), 527, or 4947(a)(1) of the Internal Revenue Code (exept lak lung enefit trust or private foundation) u Sponsoring organizations of donor advised funds and ontrolling organizations as defined in setion 512()(13) must file Form 99. All other organizations with gross reeipts less than $1,, and total assets less than $2,5, at the end of the year may use this form. u The organization may have to use a opy of this return to satisfy state reporting requirements. Chek if appliale: Please C Name of organization D Employer identifiation numer Address hange use IRS lael or Name hange print or BRIGHTSTONE, INC Initial return type. Numer and street (or P.O. ox, if mail is not delivered to street address) Room/suite E Telephone numer See Termination 14 SOUTHEAST PARKWAY COURT Speifi Amended return Instru- City or town, state or ountry, and ZIP + 4 F Group Exemption Appliation pending tions. FRANKLIN TN 3764 Numer..... u Setion 51()(3) organizations and 4947(a)(1) nonexempt haritale trusts must attah G Aounting method: Cash Arual a ompleted Shedule A (Form 99 or 99-EZ). Other (speify) u Wesite: u H Cheku if the organization is not required to attah Shedule B (Form 99, Organization type (hek only one) 51() ( 3 ) t (insert no.) 4947(a)(1) or EZ, or 99-PF). Chek u if the organization is not a setion 59(a)(3) supporting organization and its gross reeipts are normally not more than $25,. A return is not required, ut if the organization hooses to file a return, e sure to file a omplete return. L Add lines 5, 6, and 7, to line 9 to determine gross reeipts; if $1,, or more, file Form 99 instead of Form 99-EZ u $ Part I Revenue, Expenses, and Changes in Net Assets or Fund Balanes (See the instrutions for Part I.) 1 Contriutions, gifts, grants, and similar amounts reeived Program servie revenue inluding government fees and ontrats Memership dues and assessments Investment inome Net Assets Expenses Revenue 5a 6 7a a Part II 99-EZ For the 28 alendar year, or tax year eginning Gross amount from sale of assets other than inventory Less: ost or other asis and sales expenses Gain or (loss) from sale of assets other than inventory (Sutrat line 5 from line 5a) (attah sh.) Speial events and ativities (omplete appliale parts of Shedule G). If any amount is from gaming, hek here.... Gross revenue (not inluding $ of ontriutions reported on line 1) a Less: diret expenses other than fundraising expenses Net inome or (loss) from speial events and ativities (Sutrat line 6 from line 6a) Gross sales of inventory, less returns and allowanes a Less: ost of goods sold Gross profit or (loss) from sales of inventory (Sutrat line 7 from line 7a) Other revenue (desrie ) Total expenses. Add lines 1 through Exess or (defiit) for the year (Sutrat line 17 from line 9) Net assets or fund alanes at eginning of year (from line 27, olumn (A)) (must agree with end-of-year figure reported on prior year's return) Other hanges in net assets or fund alanes (attah explanation) Net assets or fund alanes at end of year. Comine lines 18 through (See the instrutions for Part II.) Short Form Return of Organization Exempt From Inome Tax 92,55, and ending 22 Cash, savings, and investments Land and uildings Other assets (desrie ) 25 Total assets Total liailities (desrie ) 27 Net assets or fund alanes (line 27 of olumn (B) must agree with line 21) For Privay At and Paperwork Redution At Notie, see the Instrutions for Form 99. Beginning of year OMB No Total revenue. Add lines 1, 2, 3, 4, 5, 6, 7, and Grants and similar amounts paid (attah shedule) Benefits paid to or for memers Salaries, other ompensation, and employee enefits Professional fees and other payments to independent ontrators Oupany, rent, utilities, and maintenane Printing, puliations, postage, and shipping Other expenses (desrie SEE STATEMENT 1 ) ,646 Balane Sheets. If Total assets on line 25, olumn (B) are $2,5, or more, file Form 99 instead of Form 99-EZ. 5a 5 (A) 193,32 19, Open to Puli Inspetion (B) 732,181 33,44 183,57 End of year 24, , , ,777 4,211 84,17 86,84-94,21 1,439,565 1,345,355 92, , ,349, ,379,656 SEE STATEMENT 2 42,345 26, ,312, ,191,575 SEE STATEMENT 3 872, , ,439, ,345,355 Form 99-EZ (28)

2 Form 99-EZ (28) What is the organization's primary exempt purpose? Desrie what was ahieved in arrying out the organization's exempt purposes. In a lear and onise manner, desrie the servies provided, the numer of persons enefited, or other relevant information for eah program title SEE..... STATEMENT Part III SEE STATEMENT 4 BRIGHTSTONE, INC Statement of Program Servie Aomplishments (See the instrutions for Part III.) (Grants $ ) If this amount inludes foreign grants, hek here u (Grants $ ) If this amount inludes foreign grants, hek here u (Grants $ ) If this amount inludes foreign grants, hek here u 31 Other program servies (attah shedule) (Grants $ ) If this amount inludes foreign grants, hek here u 31a 32 Total program servie expenses (add lines 28a through 31a) u 32 Part IV List of Offiers, Diretors, Trustees, and Key Employees. List eah one even if not ompensated. (See the instrutions for Part IV.) () Title and average () Compensation (d) Contriutions to (e) Expense (a) Name and address hours per week (If not paid, employee enefit plans & aount and devoted to position enter --.) deferred ompensation other allowanes. BRENDA K..... HAUK FRANKLIN SOUTHEAST PARKWAY COURT TN JAMES D..... HINTON FRANKLIN SOUTHEAST PARKWAY COURT TN DICK WELLS FRANKLIN SOUTHEAST PARKWAY COURT TN SCOTT GENTRY FRANKLIN SOUTHEAST PARKWAY COURT TN BRENDA HALE FRANKLIN SOUTHEAST PARKWAY COURT TN LAURA HILL FRANKLIN SOUTHEAST PARKWAY COURT TN KENT KRAUSE FRANKLIN SOUTHEAST PARKWAY COURT TN DON..... STINNETT FRANKLIN SOUTHEAST PARKWAY COURT TN CANDY SULLIVAN FRANKLIN SOUTHEAST PARKWAY COURT TN REGG SWANSON FRANKLIN SOUTHEAST PARKWAY COURT TN 3764 PRES/EE DIR CHAIRMAN 28a 29a 3a Expenses (Required for 51()(3) and (4) organizations and 4947(a)(1) trusts; optional for others.) Page 2 45,645 45, , 2 SECRETARY DIRECTOR DIRECTOR DIRECTOR DIRECTOR TREASURER DIRECTOR DIRECTOR Form 99-EZ (28)

3 Form 99-EZ (28) Page a Initiation fees and apital ontriutions inluded on line a Gross reeipts, inluded on line 9, for puli use of lu failities a Setion 51()(3) organizations. Enter amount of tax imposed on the organization during the year under: setion 4911 u ; setion 4912 u ; setion 4955 u 41 d e 42a 43 Part V a 37a 38a 39 BRIGHTSTONE, INC Other Information (Note the statement requirements in the instrutions for Part VI.) Did the organization engage in any ativity not previously reported to the IRS? If Yes, attah a detailed desription of eah ativity Were any hanges made to the organizing or governing douments ut not reported to the IRS? If "Yes," attah a onformed opy of the hanges If the organization had inome from usiness ativities, suh as those reported on lines 2, 6a, and 7a (among others), ut not reported on Form 99-T, attah a statement explaining your reason for not reporting the inome on Form 99-T. Did the organization have unrelated usiness gross inome of $1, or more or setion 633(e) notie, reporting, and proxy tax requirements? If "Yes," has it filed a tax return on Form 99-T for this year? Was there a liquidation, dissolution, termination, or sustantial ontration during the year? If Yes, omplete appliale parts of Shedule N Enter amount of politial expenditures, diret or indiret, as desried in the instr u 37a Did the organization file Form 112-POL for this year? Did the organization orrow from, or make any loans to, any offier, diretor, trustee, or key employee or were any suh loans made in a prior year and still unpaid at the start of the period overed y this return? If Yes, omplete Shedule L, Part II and enter the total amount involved Setion 51()(7) organizations. Enter: Setion 51()(3) and (4) organizations. Did the organization engage in any setion 4958 exess enefit transation during the year or did it eome aware of an exess enefit transation from a prior year? If Yes, omplete Shedule L, Part I Enter amount of tax imposed on organization managers or disqualified persons during the year under setions 4912, 4955, and u Enter amount of tax on line 4 reimursed y the organization u All organizations. At any time during the tax year, was the organization a party to a prohiited tax shelter transation? If Yes, omplete Form 8886-T... 4e List the states with whih a opy of this return is filed. u TN The ooks are in are of u.. BRENDA HAUK, PRESIDENT Telephone no. u Loated at u.... ZIP + 4 At any time during the alendar year, did the organization have an interest in or a signature or other authority over a finanial aount in a foreign ountry (suh as a ank aount, seurities aount, or other finanial aount)? If "Yes," enter the name of the foreign ountry: u See the instrutions for exeptions and filing requirements for Form TD F , Report of Foreign Bank and Finanial Aounts WARREN ROAD FRANKLIN, TN 3767 At any time during the alendar year, did the organization maintain an offie outside of the U.S.? If "Yes," enter the name of the foreign ountry: u 4 u Setion 4947(a)(1) nonexempt haritale trusts filing Form 99-EZ in lieu of Form 141 Chek here and enter the amount of tax-exempt interest reeived or arued during the tax year u a 35 38a Yes Yes u No No 44 Did the organization maintain any donor advised funds? If Yes, Form 99 must e ompleted instead of Form 99-EZ Is any related organization a ontrolled entity of the organization within the meaning of setion 512()(13)? If Yes, Form 99 must e ompleted instead of Form 99-EZ Yes No Form 99-EZ (28)

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5 Name Form 99 For alendar year 28, or tax year eginning Speial Events Shedule, and ending 28 Employer Identifiation Numer BRIGHTSTONE, INC Gross reeipts Less ontriutions Gross revenue Less diret expenses Net inome (loss) (A) (B) (C) Others Total 246,92 92,55 154, ,415 38,95 38,95 19,587 19, ,825 92,55 193,32 19, ,733 Desription: (A) (B) BENEFITS, FAIRS & SALES PRODUCT SALES (C) Others

6 Form 4562 Department of the Treasury Internal Revenue Servie (99) Name(s) shown on return Business or ativity to whih this form relates Depreiation and Amortization See separate instrutions. Attah to your tax return. INDIRECT DEPRECIATION Part I Eletion To Expense Certain Property Under Setion 179 Note: If you have any listed property, omplete Part V efore you omplete Part I. 1 Maximum amount. See the instrutions for a higher limit for ertain usinesses Total ost of setion 179 property plaed in servie (see instrutions) Threshold ost of setion 179 property efore redution in limitation (see instrutions) Redution in limitation. Sutrat line 3 from line 2. If zero or less, enter Dollar limitation for tax year. Sutrat line 4 from line 1. If zero or less, enter --. If married filing separately, see instrutions (a) Desription of property () Cost (usiness use only) () Eleted ost 6 (Inluding Information on Listed Property) Identifying numer BRIGHTSTONE, INC OMB No Attahment Sequene No , 8, 7 Listed property. Enter the amount from line Total eleted ost of setion 179 property. Add amounts in olumn (), lines 6 and Tentative dedution. Enter the smaller of line 5 or line Carryover of disallowed dedution from line 13 of your 27 Form Business inome limitation. Enter the smaller of usiness inome (not less than zero) or line 5 (see instrutions) Setion 179 expense dedution. Add lines 9 and 1, ut do not enter more than line Carryover of disallowed dedution to 29. Add lines 9 and 1, less line Note: Do not use Part II or Part III elow for listed property. Instead, use Part V. 14 Part II Part III Speial Depreiation Allowane and Other Depreiation (Do not inlude listed property. ) (See instrutions.) during the tax year (see instrutions) Property sujet to setion 168(f)(1) eletion Other depreiation (inluding ACRS) MACRS Depreiation (Do not inlude listed property. ) (See instrutions.) If you are eleting to group any assets plaed in servie during the tax year into one or more general asset aounts, hek here Setion B Assets Plaed in Servie During 28 Tax Year Using the General Depreiation System Part IV Summary (See instrutions.) Setion A 17 MACRS dedutions for assets plaed in servie in tax years eginning efore a d e f g h i 2a Residential rental 27.5 yrs. MM S/L property 27.5 yrs. MM S/L Nonresidential real 39 yrs. MM S/L property MM S/L Setion C Assets Plaed in Servie During 28 Tax Year Using the Alternative Depreiation System 21 Listed property. Enter amount from line Total. Add amounts from line 12, lines 14 through 17, lines 19 and 2 in olumn (g), and line Speial depreiation allowane for qualified property (other than listed property) plaed in servie () Month and () Basis for depreiation (d) Reovery (a) Classifiation of property year plaed in (usiness/investment use (e) Convention (f) Method (g) Depreiation dedution servie only see instrutions) period 3-year property 5-year property 7-year property 1-year property 15-year property 2-year property 25-year property Class life 12-year 4-year For Paperwork Redution At Notie, see separate instrutions. 25 yrs. 23 S/L S/L 12 yrs. S/L 4 yrs. Enter here and on the appropriate lines of your return. Partnerships and S orporations see instr For assets shown aove and plaed in servie during the urrent year, enter the portion of the asis attriutale to setion 263A osts MM S/L 22 34,981 6, HY 2DB 1,269 63,74 7. HY 2DB 9,16 11/18/8 5,44 17 THERE ARE NO AMOUNTS FOR PAGE 2 45,373 Form 4562 (28)

7 BRIGHTSTONE, INC Federal Statements FYE: 12/31/28 Statement 1 - Form 99-EZ, Part I, Line 16 - Other Expenses Desription Amount BENEFITS, FAIRS & SALES $ DIRECT FUNDRAISING COSTS 34,458 EPENSES TRANSPORTATION 17,499 LUNCHES 7,816 INTEREST EPENSE 49,98 OFFICE 19,319 MARKETING (COMMUNITY RELA 13,53 STUDENT ACTIVITIES 2,657 TEACHING SUPPLIES & MATER 7,213 CREDIT CARD FEES 2,526 TRAINING 2,159 SCHOLARSHIPS 2,18 DONATED ITEMS 17,668 TOTAL $ 193,646 Statement 2 - Form 99-EZ, Part II, Line 24 - Other Assets Beginning End of Desription of Year Year PLEDGES RECEIVABLE $ 37,57 $ 15,383 ACCOUNTS RECEIVABLE 676 2,8 PREPAID EPENSES AND DEFERRED CHARGES 4,99 8,384 42,345 26,567 Statement 3 - Form 99-EZ, Part II, Line 26 - Total Liailities Beginning End of Desription of Year Year ACCOUNTS PAYABLE AND ACCRUED EPENSES $ 11,535 $ 2,785 DEFERRED REVENUE 11,8 11,858 MORTGAGE AND OTHER NOTES PAYABLE 849, , , ,22 Statement 4 - Form 99-EZ, Part III - Organization's Primary Exempt Purpose Desription BRIGHTSTONE IS A RESOURCE IN THE COMMUNITY FOUNDED TO PROVIDE FOR THE MULTIPLE NEEDS OF ADULTS WHO ARE DEVELOPMENTALLY DISABLED. 1-4

8 BRIGHTSTONE, INC Federal Statements FYE: 12/31/28 Statement 5 - Form 99-EZ, Part III, Line 28 - Statement of Program Servie Aomplishments Desription PROVIDE A COMPREHENSIVE WORK, EDUCATIONAL AND SOCIAL SUPPORT COMMUNITY FOR ADULTS WITH SPECIAL NEEDS, EPANDING THEIR POTENTIAL AND HELPING THEM DEVELOP MENTALLY, PHYSICALLY, EMOTIONALLY, SOCIALLY AND SPIRITUALLY. 5

9 SCHEDULE A (Form 99 or 99-EZ) Department of the Treasury Internal Revenue Servie Name of the organization Part I Puli Charity Status and Puli Support To e ompleted y all setion 51()(3) organizations and setion 4947(a)(1) nonexempt haritale trusts. u Attah to Form 99 or Form 99-EZ. u See separate instrutions. OMB No Open to Puli Employer identifiation numer BRIGHTSTONE, INC Reason for Puli Charity Status (All organizations must omplete this part.) (see instrutions) The organization is not a private foundation eause it is: (Please hek only one organization.) A hurh, onvention of hurhes, or assoiation of hurhes desried in setion 17()(1)(A)(i). A shool desried in setion 17()(1)(A)(ii). (Attah Shedule E.) A hospital or a ooperative hospital servie organization desried in setion 17()(1)(A)(iii). (Attah Shedule H.) A medial researh organization operated in onjuntion with a hospital desried in setion 17()(1)(A)(iii). Enter the hospital's name, Inspetion ity, and state: An organization operated for the enefit of a ollege or university owned or operated y a governmental unit desried in setion 17()(1)(A)(iv). (Complete Part II.) A federal, state, or loal government or governmental unit desried in setion 17()(1)(A)(v). An organization that normally reeives a sustantial part of its support from a governmental unit or from the general puli desried in setion 17()(1)(A)(vi). (Complete Part II.) A ommunity trust desried in setion 17()(1)(A)(vi). (Complete Part II.) 9 An organization that normally reeives: (1) more than 33 1/3 % of its support from ontriutions, memership fees, and gross 1 11 e f g h reeipts from ativities related to its exempt funtions sujet to ertain exeptions, and (2) no more than 33 1/3 % of its support from gross investment inome and unrelated usiness taxale inome (less setion 511 tax) from usinesses aquired y the organization after June 3, See setion 59(a)(2). (Complete Part III.) An organization organized and operated exlusively to test for puli safety. See setion 59(a)(4). (see instrutions) An organization organized and operated exlusively for the enefit of, to perform the funtions of, or to arry out the purposes of one or more pulily supported organizations desried in setion 59(a)(1) or setion 59(a)(2). See setion 59(a)(3). Chek the ox that desries the type of supporting organization and omplete lines 11e through 11h. a Type I Type II Type III Funtionally Integrated d Type III Other By heking this ox, I ertify that the organization is not ontrolled diretly or indiretly y one or more disqualified persons other than foundation managers and other than one or more pulily supported organizations desried in setion 59(a)(1) or setion 59(a)(2). If the organization reeived a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, hek this ox Sine August 17, 26, has the organization aepted any gift or ontriution from any of the following persons? (i) A person who diretly or indiretly ontrols, either alone or together with persons desried in (ii) and (iii) elow, the governing ody of the supported organization? (ii) A family memer of a person desried in (i) aove? (iii) A 35% ontrolled entity of a person desried in (i) or (ii) aove? Provide the following information aout the organizations the organization supports. 11g(i) 11g(ii) 11g(iii) Yes No (i) Name of supported organization (ii) EIN (iii) Type of organization (desried on lines 1 9 aove or IRC setion (see instrutions) ) (iv) Is the organization in ol. (i) listed in your governing doument? (v) Did you notify the organization in ol. (i) of your support? (vi) Is the organization in ol. (i) organized in the U.S.? Yes No Yes No Yes No (vii) Amount of support Total For Privay At and Paperwork Redution At Notie, see the Instrutions for Form 99. Shedule A (Form 99 or 99-EZ) 28

10 Shedule A (Form 99 or 99-EZ) 28 BRIGHTSTONE, INC Part II Support Shedule for Organizations Desried in Setions 17()(1)(A)(iv) and 17()(1)(A)(vi) (Complete only if you heked the ox on line 5, 7, or 8 of Part I.) Setion A. Puli Support Calendar year (or fisal year eginning in) u (a) 24 () 25 () 26 (d) 27 (e) 28 (f) Total Page Gifts, grants, ontriutions, and memership fees reeived. (Do not inlude any "unusual grants.") Tax revenues levied for the organization's enefit and either paid to or expended on its ehalf The value of servies or failities furnished y a governmental unit to the organization without harge Total. Add lines The portion of total ontriutions y eah person (other than a governmental unit or pulily supported organization) inluded on line 1 that exeeds 2% of the amount shown on line 11, olumn (f) Puli support. Sutrat line 5 from line 4.. Setion B. Total Support Calendar year (or fisal year eginning in) u 7 8 Amounts from line Gross inome from interest, dividends, payments reeived on seurities loans, rents, royalties and inome from similar soures (a) 24 () 25 () 26 (d) 27 (e) 28 (f) Total 9 Net inome from unrelated usiness ativities, whether or not the usiness is regularly arried on Other inome. Do not inlude gain or loss from the sale of apital assets (Explain in Part IV.) Total support. Add lines 7 through 1 Gross reeipts from related ativities, et. (see instrutions) First five years. If the Form 99 is for the organization s first, seond, third, fourth, or fifth tax year as a setion 51()(3) organization, hek this ox and stop here Setion C. Computation of Puli Support Perentage 14 Puli support perentage for 28 (line 6, olumn (f) divided y line 11, olumn (f)) a Puli support perentage from 27 Shedule A, Part IV-A, line 26f /3 % support test 28. If the organization did not hek the ox on line 13, and line 14 is 33 1/3 % or more, hek this ox % % 17a and stop here. The organization qualifies as a pulily supported organization /3 % support test 27. If the organization did not hek a ox on line 13 or 16a, and line 15 is 33 1/3 % or more, hek this ox and stop here. The organization qualifies as a pulily supported organization %-fats-and-irumstanes test 28. If the organization did not hek a ox on line 13, 16a, or 16, and line 14 is 1% or more, and if the organization meets the fats-and-irumstanes test, hek this ox and stop here. Explain in Part IV how the organization meets the fats-and-irumstanes test. The organization qualifies as a pulily supported organization %-fats-and-irumstanes test 27. If the organization did not hek a ox on line 13, 16a, 16, or 17a, and line 15 is 1% or more, and if the organization meets the fats-and-irumstanes test, hek this ox and stop here. Explain in Part IV how the organization meets the fats-and-irumstanes test. The organization qualifies as a pulily supported organization Private foundation. If the organization did not hek a ox on line 13, 16a, 16, 17a, or 17, hek this ox and see instrutions Shedule A (Form 99 or 99-EZ) 28

11 BRIGHTSTONE, INC Shedule A (Form 99 or 99-EZ) 28 Page 3 Part III Support Shedule for Organizations Desried in Setion 59(a)(2) (Complete only if you heked the ox on line 9 of Part I.) Setion A. Puli Support Calendar year (or fisal year eginning in) u (a) 24 () 25 () 26 (d) 27 (e) 28 (f) Total Gifts, grants, ontriutions, and memership fees reeived. (Do not inlude any "unusual grants.") Gross reeipts from admissions, merhandise sold or servies performed, or failities furnished in any ativity that is related to the organization s tax-exempt purpose Gross reeipts from ativities that are not an unrelated trade or usiness under setion 513 Tax revenues levied for the organization's enefit and either paid to or expended on its ehalf The value of servies or failities furnished y a governmental unit to the organization without harge Total. Add lines a Amounts inluded on lines 1, 2, and 3 reeived from disqualified persons..... Amounts inluded on lines 2 and 3 reeived from other than disqualified persons that exeed the greater of 1% of the total of lines 9, 1, 11, and 12 for the year or $5, Add lines 7a and Puli support (Sutrat line 7 from line 6.) Setion B. Total Support Calendar year (or fisal year eginning in) u 9 1a Amounts from line Gross inome from interest, dividends, payments reeived on seurities loans, rents, royalties and inome from similar soures (a) 24 () 25 () 26 (d) 27 (e) 28 (f) Total Unrelated usiness taxale inome (less setion 511 taxes) from usinesses aquired after June 3, Add lines 1a and Net inome from unrelated usiness ativities not inluded in line 1, whether or not the usiness is regularly arried on Other inome. Do not inlude gain or loss from the sale of apital assets (Explain in Part IV.) Total support. (Add lines 9, 1, 11, 14 First five years. If the Form 99 is for the organization s first, seond, third, fourth, or fifth tax year as a setion 51()(3) organization, hek this ox and stop here Setion C. Computation of Puli Support Perentage 15 Puli support perentage for 28 (line 8, olumn (f) divided y line 13, olumn (f)) Puli support perentage from 27 Shedule A, Part IV-A, line 27g Setion D. Computation of Investment Inome Perentage a and 12.) Investment inome perentage for 28 (line 1, olumn (f) divided y line 13, olumn (f)) Investment inome perentage from 27 Shedule A, Part IV-A, line 27h /3 % support tests 28. If the organization did not hek the ox on line 14, and line 15 is more than 33 1/3 %, and line % % % % 17 is not more than 33 1/3 %, hek this ox and stop here. The organization qualifies as a pulily supported organization /3 % support tests 27. If the organization did not hek a ox on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3 %, hek this ox and stop here. The organization qualifies as a pulily supported organization Private foundation. If the organization did not hek a ox on line 14, 19a or 19, hek this ox and see instrutions Shedule A (Form 99 or 99-EZ) 28

12 BRIGHTSTONE, INC Supplemental Information. Complete this part to provide the explanation required y Part II, line 1; Part II, line 17a or 17; or Part III, line 12. Provide any other additional information. (see instrutions) Shedule A (Form 99 or 99-EZ) 28 Part IV Page 4 Shedule A (Form 99 or 99-EZ) 28

13 SCHEDULE E (Form 99 or 99-EZ) Department of the Treasury Internal Revenue Servie Name of the organization a d Shools u To e ompleted y organizations that answer Yes to Form 99, Part IV, line 13, or Form 99-EZ, Part VI, line 48. u Attah to Form 99 or Form 99-EZ. Does the organization have a raially nondisriminatory poliy toward students y statement in its harter, OMB No Open to Puli Inspetion Employer identifiation numer ylaws, other governing instrument, or in a resolution of its governing ody? Does the organization inlude a statement of its raially nondisriminatory poliy toward students in all its rohures, atalogues, and other written ommuniations with the puli dealing with student admissions, programs, and sholarships? Has the organization puliized its raially nondisriminatory poliy through newspaper or roadast media during the period of soliitation for students, or during the registration period if it has no soliitation program, in a way that makes the poliy known to all parts of the general ommunity it serves? If Yes, please desrie. If No, please explain Does the organization maintain the following? Reords indiating the raial omposition of the student ody, faulty, and administrative staff? Reords doumenting that sholarships and other finanial assistane are awarded on a raially nondisriminatory asis? Copies of all atalogues, rohures, announements, and other written ommuniations to the puli dealing with student admissions, programs, and sholarships? Copies of all material used y the organization or on its ehalf to soliit ontriutions? If you answered No to any of the aove, please explain. (If you need more spae, attah a separate statement.) BRIGHTSTONE, INC PUBLISHED ANNUALLY IN A LOCAL NEWSPAPER AND POSTED ON THE ORGANIZATION'S WEBSITE a 4 4 4d YES NO 5 a Does the organization disriminate y rae in any way with respet to: Students' rights or privileges? a Admissions poliies? Employment of faulty or administrative staff?.. 5 d Sholarships or other finanial assistane? d e Eduational poliies? e f Use of failities? f g Athleti programs? g h Other extraurriular ativities? If you answered "Yes" to any of the aove, please explain. (If you need more spae, attah a separate statement.) 5h 6a 7 For Privay At and Paperwork Redution At Notie, see the Instrutions for Form 99. Does the organization reeive any finanial aid or assistane from a governmental ageny? Has the organization s right to suh aid ever een revoked or suspended? If you answered Yes to either line 6a or line 6, please explain using an attahed statement. Does the organization ertify that it has omplied with the appliale requirements of setions 4.1 through 4.5 of Rev. Pro. 75-5, C.B. 587, overing raial nondisrimination? If No, attah an explanation a 6 Shedule E (Form 99 or 99-EZ) 28 7

14 BRIGHTSTONE, INC Federal Statements FYE: 12/31/28 Form 99-EZ, Part II, Line 23 - Land and Buildings Beginning Aumulated End of Aumulated Desription of Year Depreiation Year Depreiation LAND $ 315, $ $ 315, $ VEHICLES, EQUIPMENT & FURNITURE 1,135,125 1,622 1,21, ,996 TOTAL $ 1,45,125 $ 1,622 $ 1,525,652 $ 145,996