BROWNE BOLTON FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BROWNE BOLTON FOUNDATION INC (EIN 87-3914307)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202501329349102530
- Schema version
- 2024v5.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T15:02:26-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 452653914 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TALBERT & TALBERT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WALL STREET APT506 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873914307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWNE BOLTON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROW | BusinessNameControlTxt |
| Phone | 2126655202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SUTTON PLACE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL TALBERT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2126655202 | PhoneNum |
| Signature | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW H RAND | PreparerPersonNm |
| PTIN | P02092317 | PTIN |
| Phone | 3406908471 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,911,401 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,671,011 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $115,296 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $115,296 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,672 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,672 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,707,345 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,583,053 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,707,345 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $71 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $71 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $8,524,395 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,853,313 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $71 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $297 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $297 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,653 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,490 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,163 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,090 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,090 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $621 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $621 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $39,362 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $362 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $39,000 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,189 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,932 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $257 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,212 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,495 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,717 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,715,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,715,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,814,212 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,495 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,764,717 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,710,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,803,818 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $71 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,056 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,342 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,342 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $38,321 | AcctRcvblAmt |
| Acct Rcvbl BOY | $891 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $38,321 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $38,321 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $1,297,682 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $826,742 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $826,742 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,484,105 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,015,996 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,015,996 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,789,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,911,401 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,911,401 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,009 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $60,982 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $8,009 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,982 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,781,725 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,850,419 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,781,725 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,850,419 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,789,734 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,911,401 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,781,725 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,710,183 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,491,908 | SubtotalAmt |
| Other Decreases | $2,641,489 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,850,419 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SOTHEBY'S 1099-K TIN 38-2478406 | P | 2022-07-31 | 2024-05-22 | $4,500 | $22,772 | -$18,272 | -$18,272 |
| MORGAN STANLEY XXX058746 | P | 2024-01-01 | 2024-12-31 | $95,726 | $90,876 | $4,850 | $4,850 |
| MORGAN STANLEY XXX058746 | P | 2024-01-01 | 2024-12-31 | $6,033 | $6,107 | -$74 | -$74 |
| MORGAN STANLEY XXX058746 | P | 2024-12-31 | $728,873 | $616,334 | $112,539 | $112,539 | |
| MORGAN STANLEY XXX058746 | P | 2024-12-31 | $57,854 | $58,572 | -$718 | -$718 | |
| MORGAN STANLEY XXX058746 | P | 2024-09-25 | $319 | $617 | -$298 | -$298 | |
| MORGAN STANLEY XXX060297 | D | 2024-12-31 | $4,689,748 | $2,080,430 | $2,609,318 | $2,609,318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,707,345 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,776 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,973 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $38,973 | SubtotalAmt |
| Tax Based On Investment Income | $38,973 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,472 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $39,472 | TotalPaymentsAndCreditsAmt |
| Overpayment | $499 | OverpaymentAmt |
| Applied To ES Tax | $499 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PAUL TALBERT | IndividualWithBooksNm |
| Phone | 2126655202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4506 TUTU PARK MALL STE 133 PMB 42 | AddressLine1Txt |
| City | ST THOMAS | CityNm |
| State Abbreviation | VI | StateAbbreviationCd |
| ZIP | 00802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| THOM BROWNE | ||||||||
| 1 SUTTON PLACE | NEW YORK | NY | 10022 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANDREW BOLTON | ||||||||
| 1 SUTTON PLACE | NEW YORK | NY | 10022 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| PAUL TALBERT | ||||||||
| 4506 TUTU PARK MALL STE 133 PMB 429 | ST THOMAS | VI | 00802 | TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,770,988 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $437,866 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,082,122 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,290,976 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $7,068 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,283,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,259 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,174,649 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $358,732 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $358,732 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,973 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,973 | TotalTaxAmt |
| Distributable Before Adj | $319,759 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $319,759 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $319,759 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,764,717 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,764,717 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $319,759 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $9,755 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,411 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $49,549 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $103,715 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,764,717 | QualifyingDistributionsAmt |
| Applied To Current Year | $319,759 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,444,958 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,548,673 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,548,673 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $9,755 | ExcessFromYear3Amt |
| Excess From Year2 | $44,411 | ExcessFromYear2Amt |
| Excess From Year1 | $49,549 | ExcessFromYear1Amt |
| Excess From Current Year | $4,444,958 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METROPOLITAN MUSEUM OF ART | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | CASH GIFT | GrantOrContributionPurposeTxt |
| Amt | $4,715,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,715,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $115,296 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $30,672 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,707,345 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RTN OF CAPITAL MS XX058746 | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $71 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,853,313 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,853,384 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | THOMAS J BROWNE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SUTTON PLACE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,671,011 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 3,300 SH MICROSOFT CORP | $1,400,916 | 2024-06-06 |
| 1 | 3,500 SH APPLE INC | $680,680 | 2024-06-06 |
| 1 | 525 SH AMERICAN EXPRESS CO | $122,509 | 2024-06-06 |
| 1 | 3,300 SH EATON CORP PLC | $1,034,418 | 2024-06-06 |
| 1 | 1,700 SH COSTCO WHOLESALE | $1,432,488 | 2024-06-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $40,653 | Amt |
| Net Investment Income | $30,490 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,163 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PUBLICLY TRADED SECURITIES: | |||
| MORGAN STANLEY XX058746(ATTACHED) | FMV | $826,742 | $826,742 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $297 | LegalFeesAmt |
| Disbursements Charitable Prps | $297 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FINE ARTWORK COLLECTION | Desc |
| BOY Book Value | $3,484,105 | BOYBookValueAmt |
| EOY Book Value | $5,015,996 | EOYBookValueAmt |
| EOYFMV | $5,015,996 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS | Desc |
| Amt | $2,641,489 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| COMPUTER SOFTWARE | |||
| ANNUAL FILING FEE - NYS CHAR5 | $250 | $250 | |
| BANK FEES | $7 | $7 | |
| INSURANCE | $8,932 | $8,932 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RTN OF CAPITAL MS XX058746 | Desc |
| Revenue And Expenses Per Books | $71 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $71 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MORGAN STANLEY ADVISORY FEES | $7,389 | $7,389 |
| ARTWORK INVESTMENT ADVISORY | $1,701 | $1,701 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOM BROWNE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SUTTON PLACE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID MS XXX058746 | $362 | $362 | |
| EXCISE TAXES PAID | $39,000 | $39,000 |
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