2026-05-08T11:01:07-05:00 2025-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990 2025-01-01 946720255 ANITA A MACKENZIE TRUST FBO BRAILLE INSTITUTE MACK 3126306000 PO BOX 803878 CHICAGO IL 60680 THE NORTHERN TRUST COMPANY TRUST OFFICER 3126306000 2026-04-21 true JASON BELOT P00183464 3128792000 2026-04-21 2025 2025-03-06 01:10:19Z SAME AS 'C' ABOVE 705418 false X N/A X 1996 CA TO SUPPORT THE BRAILLE INSTITUTE OF AMERICA, INC. 1 0 0 0 0 0 0 132503 108101 0 132503 108101 41298 33966 0 18366 24896 0 0 6659 2625 66323 61487 66180 46614 1595659 1642188 0 0 1595659 1642188 TO SUPPORT THE BRAILLE INSTITUTE OF AMERICA, INC. false false 50824 33966 GRANT PAID TO SUPPORTED ORGANIZATION - BRAILLE INSTITUTE OF AMERICA 50824 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false X 1 0 false false false false false false false true false false false true true true true false true false false false CA IL X X NORTHERN TRUST NA 3126306000 PO BOX 803878 CHICAGO IL 60680 NORTHERN TRUST N A TRUSTEE 40.0 0.0 X 24896 0 0 24896 0 0 false false false 50932 50932 654486 597317 57169 57169 57169 108101 108101 33966 33966 24896 15968 8928 1750 875 875 FOREIGN TAXES 860 860 IL AG FEE 15 15 61487 50824 10663 0 45287 107495 1550372 1534693 1595659 1642188 0 0 X 1595659 1642188 1595659 1642188 1595659 1642188 X 46614 -85 X false false false X X 1 BRAILLE INST OF AMERICA 951641426 2 true 33966 0 1 33966 0 true false false false false false false false false false false true false false false false true false true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION D, LINE 2 & 3 LINE 2 AND 3 OF SECTION D OF PART IV OF THIS SCHEDULE A ARE DESIGNED TO ELICIT CONFIRMATION THAT THE SUPPORTING ORGANIZATION SATISFIES THE TWO ELEMENTS OF THE "RESPONIVENESS TEST," i.e., THAT THE TRUSTEES OF THE SUPPORTING ORGANIZATION AND ITS SUPPORTED CHARITY(IES) HAVE A CLOSE AND CONTINUOUS RELATIONSHIP (TREASURY REGULATION SECTION 1.509(a)-4(i)(3)(iii), AND THAT, AS A RESULT OF PART IV, SECTION D, LINE 2 & 3 CHARIY(IES) HAVE A SIGNIFICANT VOICE IN THE OPERATION OF THE SUPPORTING ORGANIZATION (TREASURY REGULATION SECTION 1.509(a)-4(i)(3)(iii)). WE BELIEVE THIS ORGANIZATION MEETS THE RESPONSIVENESS TEST DESCRIBED UNDER TREASURY REGULATION SECTION 1.509(a)-4(i)(3). THE ANITA A. MACKENZIE TRUST FBO BRAILLE INSTITUTE (THE TRUST) IS A SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION PART IV, SECTION D, LINE 2 & 3 501(c)(3). IT IS A TRUST AND WAS CREATED IN 1966 UNDER THE LAST WILL AND TESTAMENT OF ANITA A. MACKENZIE (DATE OF DEATH JULY 19, 1966). THE SOLE PURPOSE OF WHICH WAS AND CONTINUES TO BE THE DISTRIBUTION OF THE ENTIRE NET INCOME TO THE BRAILLE INSTITUTE OF AMERICA, INC., A CHARITABLE ORGANIZATION DESCRIBED UNDER 509(a)(1), IN QUARTERLY OR OTHER CONVENIENT INSTALLMENTS IN PERPETUITY. THE NORTHERN TRUST PART IV, SECTION D, LINE 2 & 3 COMPANY ("TRUSTEE"), A BANK, IS THE SOLE SUCCESSOR TRUSTEE OF THE TRUST. REPRESENTATIVES OF THE TRUSTEE AND AN OFFICER OF THE INSTITUTE HAVE ANNUAL CONFERENCE CALLS DURING WHICH THEY DISCUSS THE TRUST'S INVESTMENT PERFORMACE AND POLICIES. THE OFFICER OF THE INSTITUTE IS GIVEN THE OPPORTUNITY TO ASK QUESTIONS REGARDING THE INVESTMENTS AND DISTRIBUTIONS. THE TERMS OF THE DISTRIBUTIONS ARE PART IV, SECTION D, LINE 2 & 3 DETERMINED BY THE TRUST DOCUMENT. NORTHERN TRUST PROVIDES THE OFFICER OF THE SCHOOL WITH MONTHLY INVESTMENT STATEMENTS AND THE INFORMATION REQUIRED UNDER TREASURY REGULATION SECTION 1.509(a)-4(i)(2). PART V THE ANITA A. MACKENZIE TRUST FBO BRAILLE INSTITUTE (THE TRUST) FULFILLS THE INTEGRAL PART TEST OF TREASURY REGULATION SECTION 1.509(a)-4(i)(5)(i)(B), WHICH PROVIDES THAT CERTAIN OLD SUPPORTING ORGANIZATIONS THAT MEET THE REQUIREMENTS OF TREASURY REGULATION SECTION 1.509(a)-4(i)(9), ARE NOT REQUIRED TO MEET EITHER THE DISTRIBUTION REQUIREMENT OR THE ATTENTIVENESS REQUIREMENT. THE TRUST PART V WAS CREATED AND IRREVOCABLE IN 1966 AND HAS BEEN DEDICATED TO MAKING DISTRIBUTIONS OF ALL OF ITS NET INCOME TO THE BRAILLE INSTITUTE OF AMERICA, INC., A CHARITABLE ORGANIZATION DESCRIBED UNDER 509(a)(1) IN PERPETUITY. FOR THIS REASON, THE TRUST MEETS THE FIVE REQUIREMENTS OF TREASURY REGULATION SECTION 1.509(a)-4(i)(9): PART V 1. THE TRUST IS WHOLLY CHARITABLE AND BENEFITS ONLY A QUALIFIED CHARITY AND WOULD HAVE QUALIFIED FOR AN ESTATE TAX CHARITABLE DEDUCTION.2. THE TRUST WAS CREATED AND IRREVOCABLE IN 1966, PRIOR TO NOVEMBER 20, 1970. 3. THE TRUST MUST DISTRIBUTE ALL NET INCOME TO THE BRAILLE INSTITUTE OF AMERICA, INC ANNUALLY. 4. THE TRUSTEE DOES NOT HAVE DISCRETION TO CHOOSE ANOTHER SUPPORTED CHARITY. THE AMOUNTS PART V DISTRIBUTED TO THE CHARITY ARE FIXED AND NOT SUBJECT TO FIDUCIARY DISCRETION. 5. NORTHERN IS THE SOLE SUCCESSOR TRUSTEE OF THE TRUST AND IS NOT A DISQUALIFIED PERSON WITHIN THE MEANING OF CODE SECTION 4946(a) (OTHER THAN BY VIRTUE OF ITS STATUS AS A TRUSTEE). true BRAILLE INSTITUTE OF AMERICA INC 741 NORTH VERMONT AVENUE LOS ANGELES CA 90029 951641426 501(c)(3) 33966 GENERAL SUPPORT EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 MEETINGS AT LEAST ANNUALLY WITH SUPPORTED ORGANIZATION EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b NOT APPLICABLE FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW A COPY OF FORM 990 IS SENT TO THE TRUSTEE FOR REVIEW AND COMMENTS EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c ANNUAL ACKNOWLEDGEMENT BY TRUSTEE FORM 990, PAGE 6, PART VI, LINE 19 AVAILABLE UPON REQUEST EXPLANATION FOR FORM 990, PART XI, LINE 9 2024 transactions posted in 2025 $227, 2025 transactions posted in 2026 ($313), Rounding adjustment $1 BRAILLE INSTITUTE OF AMERICA INC 741 NORTH VERMONT AVENUE LOS ANGELES CA 90029 951641426 ELIMINATE LIFE BARRIERS FOR BLINDNESS AND SEV CA 501(c)(3) 7 N/A false false true false false false false false false false false false false false false false false false false false