BROWN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BROWN FOUNDATION INC (EIN 22-2663141)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-10-14
- IRS object ID
- 202422889349100547
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-14T19:32:18-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222663141 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROW | BusinessNameControlTxt |
| Phone | 2018630099 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 COCOANUT ROW UNIT B317 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2014997071 | PhoneNum |
| Signature | 2024-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSHUA K MALARSKY | PreparerPersonNm |
| PTIN | P01259516 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2024-10-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,201,632 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,031,841 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $67,941 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $67,941 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $323,517 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $323,517 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $7,875 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $7,875 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$5,966 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,646 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,451,820 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $399,333 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,623 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,623 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Deprec And Dpltn Rev And Expnss | $218 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $218 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,470 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,511 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,841 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $129,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $129,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $160,011 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,841 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $129,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,291,809 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $385,492 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,021,348 | CashBOYAmt |
| Cash EOY | $1,394,152 | CashEOYAmt |
| Cash EOYFMV | $1,394,152 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $502,192 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,367,047 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,367,047 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $377,460 | CorporateStockBOYAmt |
| Corporate Stock EOY | $377,460 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $277,480 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $460,988 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $419,978 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $41,228 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $41,010 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $41,010 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $6,266,782 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,266,782 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,577,677 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $547,368 | OtherAssetsBOYAmt |
| Other Assets EOY | $544,266 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $544,266 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,756,378 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,990,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,201,632 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $33,820 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $50,333 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $26,683 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $84,153 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,683 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,672,225 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,964,034 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,672,225 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,964,034 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,756,378 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,990,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,672,225 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,291,809 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,964,034 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,964,034 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,358 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,358 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,358 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,275 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,275 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $917 | OverpaymentAmt |
| Applied To ES Tax | $917 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID BROWN | IndividualWithBooksNm |
| Phone | 2018630099 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 COCOANUT ROW UNIT B317 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID BROWN | ||||||||
| 44 COCOANUT ROW APT NO B317 | PALM BEACH | FL | 33480 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| ADAM R BROWN | ||||||||
| 545 CEDAR LANE | TEANECK | NJ | 07666 | SECRETARY/TREASURER | 0.25 | $0 | $0 | $0 |
| NIKKI MINTZ BROWN | ||||||||
| 545 CEDAR LANE | TEANECK | NJ | 07666 | OFFICER | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,401,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,142,370 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $579,038 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,123,097 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,123,097 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,846 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,986,251 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $449,313 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $449,313 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,358 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,358 | TotalTaxAmt |
| Distributable Before Adj | $443,955 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $443,955 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $443,955 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $129,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $129,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $443,955 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $408,735 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $67,245 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $187,337 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $58,361 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $721,678 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $129,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $129,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $314,455 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $314,455 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $407,223 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $94,280 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $312,943 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $67,245 | ExcessFromYear4Amt |
| Excess From Year3 | $187,337 | ExcessFromYear3Amt |
| Excess From Year2 | $58,361 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID BROWN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARNOLD P GOLD FOUNDATION | |||||||
| 619 E PALISADE AVE 5 | ENGLEWOOD CLIFFS | NJ | 07632 | N/A | PC | TO PROVIDE COMPASSIONATE, COLLABORATIVE, AND SCIENTIFICALLY EXCELLENT PATIENT CARE | $20,000 |
| BIG HEART HOPE INC | |||||||
| 2669 BROWN STREET 1ST FLOOR | BROOKLYN | NY | 11235 | N/A | PC | TO SUPPORT COMMUNITY OUTREACH AND ASSISTANCE PROGRAMS. | $1,000 |
| CATSKILL FOOD PANTRY INC | |||||||
| PO BOX 140 | CATSKILL | NY | 12414 | N/A | PC | TO SUPPORT LOCAL HUNGER RELIEF EFFORTS | $15,000 |
| FLAT ROCK BROOK | |||||||
| 443 VAN NOSTRAND AVENUE | ENGLEWOOD | NJ | 07631 | N/A | PC | TO PERSERVE NATURE CENTER | $1,000 |
| MARTHA'S VINEYARD COMMUNITY SERVICES INC | |||||||
| 111 EDGARTOWN RD | VINEYARD HAVEN | MA | 02568 | N/A | PC | HELPING COMMUNITY THROUGH EDUCATIONAL AND HEALTH PROGRAMS | $25,000 |
| MARTHA'S VINEYARD MV HEBREW CENTER | |||||||
| PO BOX 692 | VINEYARD HAVEN | MA | 02568 | N/A | PC | RELIGIOUS ORGANIZATION | $5,000 |
| METROPOLITAN OPERA GUILD | |||||||
| 70 LINCOLN CENTER PLAZA 6TH FLOOR | NEW YORK | NY | 10023 | N/A | SO | TO SUPPORT THE PRODUCTION OF LIVE OPERA, EDUCATIONAL PROGRAMS, CONCERTS AND LECTURES. | $25,000 |
| NEW ENGLAND CONSERVATORY OF MUSIC | |||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PC | TO EDUCATE AND TRAIN MUSICIANS OF ALL AGES FROM AROUND THE WORLD | $10,000 |
| PALM BEACH OPERA INC | |||||||
| 1800 SOUTH AUSTRAILIAN AVENUE 301 | WEST PALM BEACH | FL | 33409 | N/A | PC | TO SUPPORT THE PRODUCTION OF LIVE OPERA, EDUCATIONAL PROGRAMS, CONCERTS AND LECTURES. | $2,500 |
| PFLAG - NYC | |||||||
| 130 E 25TH STREET SUITE M1 | NEW YORK | NY | 10010 | N/A | PC | ORGANIZATION COMMITTED TO THE CIVIL RIGHTS OF LESBIAN, GAY, BISEXUAL AND TRANSGENDER (LGBT) PEOPLE. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $129,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,941 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $323,517 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$5,966 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Exclusion | $20,646 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $406,138 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $406,138 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID BROWN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 COCOANUT ROW UNIT B317 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,031,841 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 1991-05-01 | $412,000 | $412,000 | SL | 31.500000000000 | $0 | $0 |
| BUILDING IMPROVEMENTS | 1991-12-01 | $3,150 | $3,134 | SL | 31.500000000000 | $16 | $16 |
| BUILDING IMPROVEMENTS | 1992-01-01 | $2,225 | $1,760 | SL | 31.500000000000 | $71 | $71 |
| BUILDING IMPROVEMENTS | 1997-12-01 | $3,613 | $2,866 | SL | 27.500000000000 | $131 | $131 |
| LAND | 1991-05-01 | $40,000 | L | $0 | $0 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NONE IS REQUIRED FOR THIS FOUNDATION. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $333,960 | $198,140 |
| MORGAN STANLEY | $43,500 | $79,340 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $412,000 | $412,000 | $0 |
| BUILDING IMPROVEMENTS | $3,150 | $3,150 | $0 |
| BUILDING IMPROVEMENTS | $2,225 | $1,831 | $394 |
| BUILDING IMPROVEMENTS | $3,613 | $2,997 | $616 |
| LAND | $40,000 | $0 | $40,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APARTMENT INCOME REIT CO | AT COST | $272,126 | $223,504 |
| APARTMENT INVESTMENT & MANAGEMENT CO -A | AT COST | $274,153 | $49,484 |
| AVALONBAY COMMUNITIES INC | AT COST | $334,540 | $345,880 |
| BOSTON PROPERTIES INC | AT COST | $3,546,636 | $1,917,345 |
| CAMDEN PROPERTY TRUST | AT COST | $544,939 | $650,955 |
| MID-AMERICA APARTMENT COMM | AT COST | $332,791 | $397,714 |
| RPT REALTY REIT | AT COST | $510,796 | $485,716 |
| UDR INC | AT COST | $450,801 | $507,079 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,623 | LegalFeesAmt |
| Net Investment Income | $13,623 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART WORKS & ANTIQUE CARPETS | $538,028 | $538,028 | $538,028 |
| TENANT RECEIVABLES | $9,340 | $0 | $0 |
| PREPAID INSURANCE | $0 | $6,238 | $6,238 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $11,917 | $0 | $0 |
| MESCELLANEOUS EXPENSES | $553 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Revenue And Expenses Per Books | $20,646 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $20,646 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| TENANT SECURITY DEPOSIT | $4,500 | $4,500 |
| PREPAID RENT | $45,833 | $22,183 |
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