THE@JOHN AND ROSEMARY BROWN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE@JOHN AND ROSEMARY BROWN FAMILY FOUNDATION (EIN 58-6343478)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-03
IRS object ID
202441249349101319
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-03T12:11:01-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383213032PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JAMES & SPRINGGATE PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1490 WEST SOUTH STREETAddressLine1Txt
CityKALAMAZOOCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49007ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586343478EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JOHN AND ROSEMARY BROWN FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone4708233376PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13060 PEACHTREE ROAD NW 1260AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH BETH BROWNPersonNm
Person TitleOFFICERPersonTitleTxt
Phone4708233376PhoneNum
Signature2024-04-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSARAHPersonFirstNm
Person LastBETH BROWNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMY L TAYLORPreparerPersonNm
PTINP00630479PTIN
Phone2693840219PhoneNum
Preparation2024-04-25PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$98,425,956FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,680,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,199,029DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,199,029DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,879,038TotalRevAndExpnssAmt
Total Net Invst Incm$1,199,038TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,703AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$56,857OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$56,857OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16,475TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$85,035TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$56,857TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,600,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,600,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,685,035TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,656,857TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$805,997ExcessRevenueOverExpensesAmt
Net Investment Income$1,199,038NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$811,818SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,824SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,824SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$10,017,327CorporateStockBOYAmt
Corporate Stock EOY$10,017,324CorporateStockEOYAmt
Corporate Stock EOYFMV$98,420,132CorporateStockEOYFMVAmt
Total Assets BOY$10,829,145TotalAssetsBOYAmt
Total Assets EOY$10,023,148TotalAssetsEOYAmt
Total Assets EOYFMV$98,425,956TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$10,829,145NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$10,023,148NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$10,829,145TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,023,148TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,829,145TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,023,148TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,829,145TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$805,997ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,023,148SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,023,148TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyKENVUE INCORPORATED 0.517 SHSPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2023-08-19AcquiredDt
Sold2023-08-28SoldDt
Gross Sales Price$12GrossSalesPriceAmt
Cost Or Other Basis$3CostOrOtherBasisAmt
Gain Or Loss$9GainOrLossAmt
Gains Minus Excess Or Losses$9GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$9CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,667InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16,667SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16,667TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$15,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$15,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$1,467TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSARAH B BROWNIndividualWithBooksNm
Phone4708233376PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13060 PEACHTREE ROAD NW SUITE 1260AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN W BROWN
3060 PEACHTREE ROAD NW SUITE 1260ATLANTAGA30305TRUSTEE1.00$0$0$0
ROSEMARY K BROWN
3060 PEACHTREE ROAD NW SUITE 1260ATLANTAGA30305TRUSTEE1.00$0$0$0
SARAH B BROWN
3060 PEACHTREE ROAD NW SUITE 1260ATLANTAGA30305TRUSTEE5.00$0$0$0
JANINE BROWN
3060 PEACHTREE ROAD NW SUITE 1260ATLANTAGA30305TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROCKEFELLER PHILANTHROPY ADVISORSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16 WEST 48TH STREET 10TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Service TypePHILANTHROPY ADVISORSServiceTypeTxt
Compensation$56,857CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$91,815,662AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,514,183AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$93,329,845TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$93,329,845AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,399,948CashDeemedCharitableAmt
Net Vl Noncharitable Assets$91,929,897NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,596,495MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,596,495MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,667TaxBasedOnInvestmentIncomeAmt
Total Tax$16,667TotalTaxAmt
Distributable Before Adj$4,579,828DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,579,828DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,579,828DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,656,857ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,656,857QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,579,828DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$15,101ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$11,146ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$26,247TotalExcessDistributionCyovAmt
Qualifying Distributions$4,656,857QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,579,828AppliedToCurrentYearAmt
Remaining Distri From Corpus$77,029RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$103,276TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$103,276ExcessDistriCyovToNextYrAmt
Excess From Year4$15,101ExcessFromYear4Amt
Excess From Year2$11,146ExcessFromYear2Amt
Excess From Current Year$77,029ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN W BROWNContributingManagerNm
Contributing ManagerROSEMARY K BROWNContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (120 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACLU FOUNDATION OF GEORGIA
PO BOX 570738ATLANTAGA30357NONEPUBLIC CHARITYGENERAL$1,000
AGAPE YOUTH AND FAMILY CENTER
2210 MARIETTA BLVD NWATLANTAGA30318NONEPUBLIC CHARITYGENERAL$15,000
ALZHEIMERS ASSOCIATION
225 N MICHIGAN AVE FLOOR 17CHICAGOIL60601NONEPUBLIC CHARITYGENERAL$1,000
AMERICAN CANCER SOCIETY
3380 CHASTAIN MEADOWS PKWY NW SUITEKENNESAWGA30144NONEPUBLIC CHARITYGENERAL$10,000200
AMERICAN FARMLAND TRUST
1150 CONNECTICUT AVE NW SUITE 600WASHINGTONDC20036NONEPUBLIC CHARITYGENERAL$5,000
AMERICAN MARKETING ASSOCIATION
130 E RANDOLPH ST 22ND FLOORCHICAGOIL60601NONEPUBLIC CHARITYGENERAL$5,000
ANIMAL CARES CENTER OF NYC
326 EAST 110 STNEW YORKNY10029NONEPUBLIC CHARITYGENERAL$10,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY101583650NONEPUBLIC CHARITYGENERAL$25,000
ATLANTA BELTLINE PARTNERSHIP INC
970 JEFFERSON ST NW SUITE 4ATLANTAGA30318NONEPUBLIC CHARITYGENERAL$20,000
ATLANTA BOTANICAL GARDENS
1345 PIEDMONT AVE NEATLANTAGA30309NONEPUBLIC CHARITYGENERAL$10,000
ATLANTA COMMUNITY FOOD BANK
3400 N DESERT DREAST POINTGA30355NONEPUBLIC CHARITYGENERAL$25,000
ATLANTA GIRLS SCHOOL
3254 NORTHSIDE PKWY NWATLANTAGA30327NONEPUBLIC CHARITYGENERAL$15,000
ATLANTA HABITAT FOR HUMANITY
824 MEMORIAL DR SEATLANTAGA30316NONEPUBLIC CHARITYGENERAL$5,000
ATLANTA HISTORY CENTER
130 W PACES FERRY RD NWATLANTAGA30305NONEPUBLIC CHARITYGENERAL$10,000
ATLANTA LEGAL AID SOCIETY
54 ELLIS ST NEATLANTAGA30303NONEPUBLIC CHARITYGENERAL$10,000
ATLANTA MEMORIAL PARK CONSERVANCY
384 WOODWARD WAY NWATLANTAGA30305NONEPUBLIC CHARITYGENERAL$15,000
ATLANTA OPERA
1575 NORTHSIDE DRIVE NWATLANTAGA30318NONEPUBLIC CHARITYGENERAL$10,000
ATLANTA SHAKESPEARE COMPANY
499 PEACHTREE ST NEATLANTAGA30308NONEPUBLIC CHARITYGENERAL$10,000
ATLANTA VOLUNTEER LAWYERS FOUNDATION
235 PEACHTREE ST 1750ATLANTAGA30303NONEPUBLIC CHARITYGENERAL$10,000
ATLATA WOMEN'S FOUNDATION
3715 NORTHSIDE PKWY NW SUITE 4-725ATLANTAGA30327NONEPUBLIC CHARITYGENERAL$60,000
AUBURN UNIVERSITY FOUNDATION
317 SOUTH COLLEGE STREETAUBURNAL36849NONEPUBLIC CHARITYGENERAL$145,000
BIG BROTHERS BIG SISTERS METRO ATLANTA
680 MURPHY AVE SW SUITE 1090ATLANTAGA30310NONEPUBLIC CHARITYGENERAL$15,000
CDC FOUNDATION
600 PEACHTREE ST NE 1000ATLANTAGA30308NONEPUBLIC CHARITYGENERAL$5,000
CATAWBA LANDS CONSERVANCY
2400 PARK RD SUITE 1CHARLOTTENC28203NONEPUBLIC CHARITYGENERAL$1,000
CATHEDRAL OF ST PHILIP
2744 PEACHTREE ROAD NWATLANTAGA30305NONEPUBLIC CHARITYGENERAL$30,000
CHAMBER MUSIC SOCIETY OF LINCOLN CENTER
70 LINCOLN CENTER PLAZANEW YORKNY10023NONEPUBLIC CHARITYGENERAL$10,000
CENTER FOR VISUALLY IMPAIRED FOUNDATION
739 W PEACHTREE ST NWATLANTAGA30308NONEPUBLIC CHARITYGENERAL$2,000
CHILDSPRING INTERNATIONAL
1328 PEACHTREE ST NEATLANTAGA30309NONEPUBLIC CHARITYGENERAL$1,000
CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION
1575 NORTHEAST EXPRESSWAY NEATLANTAGA30329NONEPUBLIC CHARITYGENERAL$1,010,000
CHRIS 180
1030 FAYETTEVILLE RD SEATLANTAGA30316NONEPUBLIC CHARITYGENERAL$5,000
CHRIST CHURCH (EPISCOPAL)
400 HOLCOMB BRIDGE RDNORCROSSGA30071NONEPUBLIC CHARITYGENERAL$10,000
COLUMBIA UNIVERSITY
630 W 168TH STNEW YORKNY10032NONEPUBLIC CHARITYGENERAL$50,000
COVENANT HOUSE GEORGIA
1559 JOHNSON ROAD NWATLANTAGA30318NONEPUBLIC CHARITYGENERAL$15,000
COX SCIENCE CENTER & ACQUARIUM
4801 DREHER TRAIL NWEST PALM BEACHFL33405NONEPUBLIC CHARITYGENERAL$500,000
CRISTO REY ATLANTA HIGH SCHOOL
222 PIEDOMNT AVE NEATLANTAGA30308NONEPUBLIC CHARITYGENERAL$10,000
DUKE UNIVERSITY SCHOOL OF LAW
PO BOX 90581DURHAMNC27708NONEPUBLIC CHARITYGENERAL$140,000
EAST ALABAMA MEDICAL CENTER FOUNDATION
2000 PEPPERELL PKWYOPELIKAAL36801NONEPUBLIC CHARITYGENERAL$10,000
ELLIS ISLAND HONORS SOCIETY
867 HEMPSTEAD TURNPIKE SUITE 100FRANKLIN SQUARENY11010NONEPUBLIC CHARITYGENERAL$5,000
EMORY UNIVERSITY
201 DOWMAN DRIVEATLANTAGA30322NONEPUBLIC CHARITYGENERAL$235,000
FIRST PRESBYTERIAN CHURCH MARIETTA
189 CHURCH ST 1629MARIETTAGA30060NONEPUBLIC CHARITYGENERAL$3,000
FOUNDATION FOR HOSPITAL ART
131 VILLAGE CENTER WWOODSTOCKGA30188NONEPUBLIC CHARITYGENERAL$1,000
FREED-HARDEMAN UNIVERSITY
158 EAST MAIN STREETHENDERSONTN383402399NONEPUBLIC CHARITYGENERAL$75,000
GATEWAY CENTER
275 PRYOR ST SWATLANTAGA30303NONEPUBLIC CHARITYGENERAL$10,000
GEORGIA EDUCATION FOUNDATION
759 W PEACHTREE ST NW SUITE 107ATLANTAGA30308NONEPUBLIC CHARITYGENERAL$5,000
GEORGIA JUSTICE PROJECT
438 EDGEWOOD AVE NEATLANTAGA30312NONEPUBLIC CHARITYGENERAL$25,000
GEORGIA LEADERSHIP INSTITUTE FOR SCHOOL IMPROVEMENT (GLISI)
3237 SATELLITE BLVD 460DULUTHGA30096NONEPUBLIC CHARITYGENERAL$5,000
GEORGIA LEGAL SERVICE PROGRAM INC
104 MARIETTA STREET SUITE 240ATLANTAGA30303NONEPUBLIC CHARITYGENERAL$10,000
GEORGIA RESEARCH ALLIANCE INC
270 PEACHTREE STREET NW SUITE 2200ATLANTAGA30303NONEPUBLIC CHARITYGENERAL$15,000
GEORGIA TECH FOUNDATION
NORTH AVENUEATLANTAGA30332NONEPUBLIC CHARITYGENERAL$172,000
GEORGIAN CHAMBER PLAYERS
PO BOX 683802MARIETTAGA30068NONEPUBLIC CHARITYGENERAL$5,000
GILMORE FESTIVAL
359 S KALAMAZOO MALL SUITE 101KALAMAZOOMI49007NONEPUBLIC CHARITYGENERAL$105,000
GIRL SCOUTS OF ATLANTA INC
5601 N ALLEN RD SEMABLETONGA30126NONEPUBLIC CHARITYGENERAL$5,000
GLIOBLASTOMA FOUNDATION
2451 CROASDAILE FARM PKWY SUITE 109DURHAMNC27705NONEPUBLIC CHARITYGENERAL$2,000
GRACE PRESBYTERIAN CHURCH
170 HIGHWAY 9 NDAWSONVILLEGA30534NONEPUBLIC CHARITYGENERAL$2,000
GRADY HEALTH FOUNDATION
192 PEACHTREE STATLANTAGA30303NONEPUBLIC CHARITYGENERAL$10,000
HILLELS OF GEORGIA
1100 SPRING ST NW 810ATLANTAGA30309NONEPUBLIC CHARITYGENERAL$5,000
HUDSON VALLEY SHAKESPEARE FESTIVAL
PO BOX 125GARRISONNY10524NONEPUBLIC CHARITYGENERAL$50,000
INDIANA UNIVERSITY FOUNDATION
PO BOX 6460INDIANAPOLISIN462066460NONEPUBLIC CHARITYGENERAL$5,000
JACK & JILL LATE STAGE CANCER FOUNDATION
75 REMITTANCE DRIVE DEPT 92065CHICAGOIL606752065NONEPUBLIC CHARITYGENERAL$10,000
JEWISH FAMILY & CAREER SERVICES
4549 CHAMBLEE DUNWOODY ROADATLANTAGA30338NONEPUBLIC CHARITYGENERAL$15,000
KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY
1819 E MILHAM AVEPORTAGEMI49002NONEPUBLIC CHARITYGENERAL$80,000
LEADERSHIP ATLANTA
133 PEACHTREE ST SUITE 2850ATLANTAGA30303NONEPUBLIC CHARITYGENERAL$15,000
LEAGUE OF AMERICAN ORCHESTRAS
520 8TH AVENUE SUITE 2005NEW YORKNY10018NONEPUBLIC CHARITYGENERAL$10,000
LUMPKIN COUNTRY SENIOR CENTER
266 MECHANICSVILLE RDDAHLONEGAGA30533NONEPUBLIC CHARITYGENERAL$5,000
LYRIC OPERA OF CHICAGO
20 NORTH WACKER DRIVE 860CHICAGOIL60606NONEPUBLIC CHARITYGENERAL$10,000
MAUI UNITED WAY
95 MAHALANI ST 24WAILUKUHI96793NONEPUBLIC CHARITYGENERAL$3,000
MEALS ON WHEELS ATLANTA
1705 COMMERCE DR NWATLANTAGA30318NONEPUBLIC CHARITYGENERAL$95,000
METROPOLITAN OPERA
30 LINCOLN CENTER PLAZANEW YORKNY10023NONEPUBLIC CHARITYGENERAL$10,000
MOMENTUM ADVISORY CO
1510 PACIFIC AVENUEDALLASTX75201NONEPUBLIC CHARITYGENERAL$5,000
MOREHOUSE SCHOOL OF MEDICINE
720 WESTVIEW DRIVE SWATLANTAGA303101495NONEPUBLIC CHARITYGENERAL$5,000
NAMI GEORGIA
4120 PRESIDENTIAL PKWY 200ATLANTAGA30340NONEPUBLIC CHARITYGENERAL$10,000
NEW YORK PHILHARMONIC
10 LINCOLN CENTER PLAZANEW YORKNY10023NONEPUBLIC CHARITYGENERAL$15,000
ON BOARD
PO BOX 550627ATLANTAGA30355NONEPUBLIC CHARITYGENERAL$15,000
ORPHEUS CHAMBER ORCHESTRA INC
490 RIVERSIDE DR FL 11NEW YORKNY10027NONEPUBLIC CHARITYGENERAL$10,000
PARKINSON'S FOUNDATION
1359 BROADWAY STE 1509NEW YORKNY10018NONEPUBLIC CHARITYGENERAL$60,000
PEACHTREE PRESBYTERIAN CHURCH
3434 ROSEWELL RD NWATLANTAGA30305NONEPUBLIC CHARITYGENERAL$10,000
PIEDMONT HEALTHCARE FOUNDATION
2001 PEACHTREE RD NEATLANTAGA30309NONEPUBLIC CHARITYGENERAL$55,000
PRO BONO PARTNERSHIP OF ATLANTA
999 PEACHTREE ST NEATLANTAGA30309NONEPUBLIC CHARITYGENERAL$10,000
PUBLIC BROADCASTING ATLANTA
740 BISMARK ROADATLANTAGA30324NONEPUBLIC CHARITYGENERAL$10,000
RAISING EXPECTATIONS
PO BOX 92814ATLANTAGA30314NONEPUBLIC CHARITYGENERAL$10,000
RIVERSIDE PARK CONSERVANCY
475 RIVERSIDE DR SUITE 455NEW YORKNY10115NONEPUBLIC CHARITYGENERAL$15,000
ROCHESTER UNIVERSITY
800 WEST AVON ROADROCHESTER HILLSMI48307NONEPUBLIC CHARITYGENERAL$10,000
ROTARY CLUB OF ATL CHARITABLE FOUNDATION
40 COURTLAND ST NEATLANTAGA30303NONEPUBLIC CHARITYGENERAL$5,000
SHELTERING ARMS
385 CENTENNIAL OLYMPIC PARK DRIVEATLANTAGA30313NONEPUBLIC CHARITYGENERAL$15,000NW
SHEPHERD CENTER FOUNDATION
2020 PEACHTREE ROAD NWATLANTAGA30309NONEPUBLIC CHARITYGENERAL$15,000
SKYLAND TRAIL
1961 N DRUID HILLS RDATLANTAGA30329NONEPUBLIC CHARITYGENERAL$10,000
SOUTHERN CENTER FOR HUMAN RIGHTS
60 WALTON ST NWATLANTAGA30303NONEPUBLIC CHARITYGENERAL$50,000
SPELMAN COLLEGE
350 SPELMAN LANE SWATLANTAGA30314NONEPUBLIC CHARITYGENERAL$35,000
SPRUILL CENTER FOR THE ARTS
5339 CHAMBLEE DUNWOODY RDDUNWOODYGA30338NONEPUBLIC CHARITYGENERAL$5,000
ST JUDE
262 DANNY THOMAS PLACEMEPMHISTN38105NONEPUBLIC CHARITYGENERAL$9,500
ST PATRICK'S CHURCH
4755 N PEACHTREE ROADATLANTAGA30338NONEPUBLIC CHARITYGENERAL$2,000
SYLVIA'S ATTIC
140 G STCRESCENT CITYCA95531NONEPUBLIC CHARITYGENERAL$10,000
TEACH FOR AMERICA METRO ATLANTA
1360 PEACHTREE ST NE 1100ATLANTAGA30309NONEPUBLIC CHARITYGENERAL$5,000
TERMINUS MODERN BALLET THEATRE
760 10TH STREET NWATLANTAGA30318NONEPUBLIC CHARITYGENERAL$20,000
THE ANSLEY SCHOOL
120 RALPH MCGILL BLVD NE BLDG 3ATLANTAGA30308NONEPUBLIC CHARITYGENERAL$20,000SUITE B1
THE CARTER CENTER
453 JOHN LEWIS FREEDOM PKWY NEATLANTAGA30307NONEPUBLIC CHARITYGENERAL$5,000
THE GAPABA LAW FOUNDATION
193 FLAT CREEK TRAILFAYETTEVILLEGA30214NONEPUBLIC CHARITYGENERAL$15,000
THE MERIAN ENSEMBLE
1280 PEACHTREE ST NEATLANTAGA30309NONEPUBLIC CHARITYGENERAL$5,000
THE MICHAEL J FOX FOUNDATION
PO BOX 4777NEW YORKNY101634777NONEPUBLIC CHARITYGENERAL$25,000
THE MUSEUM OF CONTEMPORARY ART
75 BENNETT ST NWATLANTAGA30309NONEPUBLIC CHARITYGENERAL$15,000
THE MUSEUM OF MODERN ART
11 W 53RD STNEW YORKNY10019NONEPUBLIC CHARITYGENERAL$12,500
THE NATIONAL CENTER FOR CIVIL & HUMAN RIGHTS
100 IVAN ALLEN JR BLVD NWATLANTAGA30313NONEPUBLIC CHARITYGENERAL$5,000
THE PAIDEIA SCHOOL
1509 PONCE DE LEON AVENUEATLANTAGA30307NONEPUBLIC CHARITYGENERAL$77,500
THE PUBILIC THEATER
425 LAFAYETTE STNEW YORKNY10003NONEPUBLIC CHARITYGENERAL$10,000
THE TEMPLE
1589 PEACHTREE ST NEATLANTAGA30309NONEPUBLIC CHARITYGENERAL$10,000
TRINITY PRESBYTERIAN CHURCH
3003 HOWELL MILL ROADATLANTAGA30327NONEPUBLIC CHARITYGENERAL$20,000
TRINITY SCHOOL
4301 NORTHSIDE PKWYATLANTAGA30327NONEPUBLIC CHARITYGENERAL$15,000
TRUST FOR PUBLIC LAND
PO BOX 889336LOS ANGELESCA900889336NONEPUBLIC CHARITYGENERAL$10,000
UNICEF USA
125 MAIDEN LANENEW YORKNY10038NONEPUBLIC CHARITYGENERAL$25,000
UNITED SPINAL ASSOCIATION
120-34 QUEENS BLVD 320KEW GARDENSNY11415NONEPUBLIC CHARITYGENERAL$5,000
UNITED WAY OF BATTLE CREEK AND KALAMAZOO REGION
709 S WESTNEDGE AVEKALAMAZOOMI49007NONEPUBLIC CHARITYGENERAL$10,000
UNITED WAY OF GREATER ATLANTA
40 COURTLAND ST NE STE 300ATLANTAGA30303NONEPUBLIC CHARITYGENERAL$560,000
UNITED WAY OF LONG ISLAND
819 GRAND BLVDDEER PARKNY11729NONEPUBLIC CHARITYGENERAL$10,000
UNITED WAY OF NYC
205 E 42ND ST 12TH FLOORNEW YORKNY10017NONEPUBLIC CHARITYGENERAL$10,000
VISITING NURSE HEALTH SYSTEM
5775 GLENRIDGE DR STE E200ATLANTAGA30328NONEPUBLIC CHARITYGENERAL$23,500
WABE
740 BISMARK RD NEATLANTAGA30324NONEPUBLIC CHARITYGENERAL$5,000
WESTSIDE FUTURE FUND
PO BOX 92273ATLANTAGA30314NONEPUBLIC CHARITYGENERAL$15,000
WHEELS OF HAPPINESS FOUNDATION
55 PROVIDENCE PLANTATION DRALPHARETTAGA300043449NONEPUBLIC CHARITYGENERAL$1,000
WOODRUFF ARTS CENTER
1280 PEACHTREE ROAD NEATLANTAGA30309NONEPUBLIC CHARITYGENERAL$20,000
YWCA OF GREATER ATLANTA
957 N HIGHLAND AVENUE NEATLANTAGA30306NONEPUBLIC CHARITYGENERAL$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,600,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DUKE UNIVERSITY SCHOOL OF LAW
PO BOX 90581DURHAMNC27708NONEPUBLIC CHARITYGENERAL$210,000
EMORY UNIVERSITY
201 DOWMAN DRIVEATLANTAGA30322NONEPUBLIC CHARITYGENERAL$800,000
GEORGIA TECH FOUNDATION
NORTH AVENUEATLANTAGA30332NONEPUBLIC CHARITYGENERAL$456,000
GILMORE FESTIVAL
359 S KALAMAZOO MALL SUITE 101KALAMAZOOMI49007NONEPUBLIC CHARITYGENERAL$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,516,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,199,029ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,199,038ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,199,038TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
JOHN W BROWN
12660 PEACHTREE ROAD NW APT 16GHATLANTAGA30305$1,340,000Yes (X)
ROSEMARY K BROWN
22660 PEACHTREE ROAD NW APT 16GHATLANTAGA30305$1,340,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$11,703Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
260,000 SHS STRYKER CORPORATION$2,691,200$77,859,600
4,768 SHS JOHNSON AND JOHNSON$238,639$747,336
179,641 SHS ABBOTT LABS$7,075,877$19,773,085
1,863 SHS KENVUE INCORPORATED$11,608$40,111

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPHILANTHROPY ADVISORCategoryTxt
Amt$56,857Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$56,857DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
JOHN W BROWN
2660 PEACHTREE ROAD NW APT 16GHATLANTAGA30305
ROSEMARY K BROWN
2660 PEACHTREE ROAD NW APT 16GHATLANTAGA30305

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$16,475Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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