BETA

ALVIN I BROWN & PEGGY S BROWN FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ALVIN I BROWN & PEGGY S BROWN FAMILY CHARITABLE FOUNDATION INC (EIN 52-6041735)
Tax period
2022-04-01 to 2023-03-31
Filed
2023-07-17
IRS object ID
202301989349100210
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-07-17T11:18:56-05:00ReturnTs
Tax Period End2023-03-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2022-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526041735EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALVIN I AND PEGGY S BROWN FAMILYBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALVIBusinessNameControlTxt
Phone3018416751PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18180 WISCONSIN AVENUEAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP208143633ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURA CAT ENGEL-BROWNPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone3018416751PhoneNum
Signature2023-07-17SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLAURAPersonFirstNm
Person LastCAT ENGEL-BROWNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,841,227FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$21,167InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21,167InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$21,167InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$292,606DividendsRevAndExpnssAmt
Dividends Net Invst Incm$292,606DividendsNetInvstIncmAmt
Dividends Adj Net Incm$292,606DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$786,629NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,439,675GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$786,629CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$15,932OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$15,932OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$15,932OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,116,334TotalRevAndExpnssAmt
Total Net Invst Incm$1,116,334TotalNetInvstIncmAmt
Total Adj Net Incm$329,705TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$42,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$42,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$42,000AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$42,000AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$48InterestRevAndExpnssAmt
Interest Net Invst Incm$48InterestNetInvstIncmAmt
Interest Adj Net Incm$48InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$48InterestDsbrsChrtblAmt
Taxes Rev And Expnss$30,870TaxesRevAndExpnssAmt
Taxes Net Invst Incm$30,870TaxesNetInvstIncmAmt
Taxes Adj Net Incm$30,870TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$30,870TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$58,497OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$58,497OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$58,497OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$58,497OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$131,415TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$131,415TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$131,415TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$131,415TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,066,104ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,066,104ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,197,519TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$131,415TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$131,415TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,197,519TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,081,185ExcessRevenueOverExpensesAmt
Net Investment Income$984,919NetInvestmentIncomeAmt
Adjusted Net Income$198,290AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$292,456CashBOYAmt
Cash EOY$716,854CashEOYAmt
Cash EOYFMV$716,854CashEOYFMVAmt
Prepaid Expenses BOY$12,969PrepaidExpensesBOYAmt
Prepaid Expenses EOY$22,961PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$22,961PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$5,125,131CorporateStockBOYAmt
Corporate Stock EOY$3,332,780CorporateStockEOYAmt
Corporate Stock EOYFMV$4,340,193CorporateStockEOYFMVAmt
Other Investments BOY$8,092,097OtherInvestmentsBOYAmt
Other Investments EOY$8,328,340OtherInvestmentsEOYAmt
Other Investments EOYFMV$13,752,575OtherInvestmentsEOYFMVAmt
Other Assets BOY$10,508OtherAssetsBOYAmt
Other Assets EOY$8,644OtherAssetsEOYAmt
Other Assets EOYFMV$8,644OtherAssetsEOYFMVAmt
Total Assets BOY$13,533,161TotalAssetsBOYAmt
Total Assets EOY$12,409,579TotalAssetsEOYAmt
Total Assets EOYFMV$18,841,227TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$13,533,161CapitalStockBOYAmt
Capital Stock EOY$12,409,579CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,533,161TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,409,579TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,533,161TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,409,579TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,533,161TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,081,185ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,451,976SubtotalAmt
Other Decreases$42,397OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,409,579TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PERSHING LONG TERM SECURITIES SOLD2020-04-012023-03-31$1,867,158$1,418,885$448,273$448,273
PERSHING SHORT TERM SECURITIES SOLD2022-04-012023-03-31$107,915$104,503$3,412$3,412
SCHWAB LONG TERM SECURITIES SOLD2020-04-012023-03-31$1,086,902$810,181$276,721$276,721
SCHWAB SHORT TERM SECURITIES SOLD2022-04-012023-03-31$296,960$299,023-$2,063-$2,063
SEMPER VIC NET LONG TERM GAINS2020-04-012023-03-31$80,740$80,740$80,740P
SEMPER VIC NET SHORT TERM LOSSES2022-04-012023-03-31$20,454-$20,454-$20,454P
FieldValueIRS element (for citing)
Capital Gain Net Income$786,629CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$19,105NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,690InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,690SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,690TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$22,960EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$22,960TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$9,270OverpaymentAmt
Applied To ES Tax$9,270AppliedToESTaxAmt
Refund$0RefundAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3018416751PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18180 WISCONSIN AVENUEAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP208143633ZIPCd
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
PATRICIA A BROWN
PO BOX 32MENDOCINOCA95460PRESIDENT3.00$0$0$0
DONNA L BROWN
817 E ZIA ROADSANTA FENM87505TREASURER3.00$0$0$0
LAURA CAT ENGEL-BROWN
1504 CALLE PRECIOSASANTA FENM87505SECRETARY3.00$0$0$0
GABRIEL GUNTHER-BROWN
66 ESSEX ROADGREAT NECKNY11023VICE PRESIDENT3.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$19,602,003AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$504,655AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$27,541FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,134,199TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,134,199AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$302,013CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,832,186NetVlNoncharitableAssetsAmt
Minimum Investment Return$991,609MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$991,609MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,690TaxBasedOnInvestmentIncomeAmt
Total Tax$13,690TotalTaxAmt
Distributable Before Adj$977,919DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$977,919DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$977,919DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,197,519ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,197,519QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$977,919DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$1,225,397ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,225,397TotalExcessDistributionCyovAmt
Qualifying Distributions$2,197,519QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$977,919AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,219,600RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,444,997TotalCorpusAmt
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$2,444,997ExcessDistriCyovToNextYrAmt
Excess From Year1$1,225,397ExcessFromYear1Amt
Excess From Current Year$1,219,600ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACLU
3600 CLIPPER MILL RD SUITE 350BALTIMOREMD21211NONEPCCHARITY$20,000
AIZHEIMERS' FOUNDATION
322 EIGHT AVENUE 7TH FLOORNEW YORKNY10001NONEPCCHARITY$1,000
BLUE SKYE FOUNDATION
58C THREE ROCK ROADSANTA FENM87506NONEPCCHARITY$200,000
B'NAI ISRAEL CONGREGATION
6301 MONTROSE ROADROCKVILLEMD20852NONEPCCHARITY$5,000
BREAST CANCER RESEARCH
28 W 44TH STREET 609NEW YORKNY10036NONEPCCHARITY$700
CHILDRENS' DEFENSE FUND
840 1ST STREET NE SUITE 300WASHINGTONDC20002NONEPCCHARITY$200
COMMITTEE FOR MISSING CHILDREN
934 STONE MILL RUNLAWRENCEVILLEGA30046NONEPCCHARITY$150
CONGREGATION BEIT TIKVAH
PO BOX 24094SANTA FENM87502NONEPCCHARITY$5,000
CORNERSTONES COMMUNITY
PO BOX 2341SANTA FENM87504NONEPCCHARITY-$15,000
DOCTORS WITHOUT BORDERS
PO BOX 5030HAGERSTOWNMD21741NONEPCCHARITY$120,000
DUI HUI FOUNDATION
450 SUTTER STREET SUITE 900SAN FRANCISCOCA94111NONEPCCHARITY$20,000
ENVIRONMENTAL DEFENSE FUND
1875 CONNECTICUT AVE NW 600WASHINGTONDC20009NONEPCCHARITY$500
FLORIDA SCIENCE MUSEUM
4801 DREHER TRAIL NWEST PALM BEACHFL33405NONEPCCHARITY$500
FOOD BANK FOR NEW YORK CITY
39 BROADWAY 10TH FLOORNEW YORKNY10006NONEPCCHARITY$44,000
FREE FLOW NEW MEXICO
540 JUANITA STREETSANTA FENM87501NONEPCCHARITY$5,000
HEIFER INTERNATIONAL
1 WORLD AVENUELITTLE ROCKAR72202NONEPCCHARITY$20,000
HOSPICE OF PALM BEACH
5300 EAST AVENUEWEST PALM BEACHFL33407NONEPCCHARITY$2,000
IN GOOD COMPANY
PO BOX 45ROWENM87562NONEPCCHARITY$50,000
JEWISH FAMILY AND CHILDREN'S SERVICES
5841 CORPORATE WAY 200WEST PALM BEACHFL33407NONEPCCHARITY$1,000
JEWISH FEDERATION OF PALM BEACH
1 HARVARD CIRCLE 100WEST PALM BEACHFL33409NONEPCCHARITY$10,000
LITTLE EARTH SCHOOL
321 W ZIA ROADSANTA FENM87505NONEPCCHARITY$10,000
MANDEL JCC GREATER PALM BEACH
5221 HOOD ROADPALM BEACH GARDENSFL33418NONEPCCHARITY$500
MENDOCINO COAST CHILDRENS FUND
PO BOX 1616MENDOCINOCA95460NONEPCCHARITY$20,000
MOTHERS AGAINST DRUNK DRIVING (MADD)
9140 WARD PARKWAY 210KANSAS CITYMO64114NONEPCCHARITY$500
NATIONAL JEWISH HEALTH
1400 JACKSON STREETDENVERCO80206NONEPCCHARITY$10,000
NEW MEXICO ALIVE
58C THREE ROCK ROADSANTA FENM87506NONEPCCHARITY$160,000
NORTON MUSEUM OF ART
1450 S DIXIE HIGHWAYWEST PALM BEACHFL33401NONEPCCHARITY$500
OXFAM AMERICA
1101 17TH ST NW 1300WASHINGTONDC20036NONEPCCHARITY$22,000
PALM BEACH FIRE & RESCUE
300 NORTH COUNTY ROADPALM BEACHFL33480NONEPCCHARITY$1,000
PALM BEACH HABILITATION CENTER
4522 SOUTH CONGRESS AVENUEPALM BEACHFL33461NONEPCCHARITY$1,000
PASO PACIFICO
PO BOX 1244VENTURACA93002NONEPCCHARITY$12,000
RED CLOUD RENEWABLE
112 MEADOWS LANEFORT COLLINSCO80524NONEPCCHARITY$35,000
REMY'S GOOD DAY FUND
127 UNIVERSITY AVEBERKELYCA94710NONEPCCHARITY$250,000
SEVA FOUNDATION
1786 FIFTH STREETBERKELEYCA94710NONEPCCHARITY$10,000
SOUTHERN LAW POVERTY CENTER
400 WASHINGTON STMONTGOMERYAL36104NONEPCCHARITY$2,000
TEMPLE ISRAEL
1901 NORTH FLAGLER DRIVEWEST PALM BEACHFL33407NONEPCCHARITY$500
THE AMERICAN INDIAN COLLEGE FUND
PO BOX 172449DENVERCO80217NONEPCCHARITY$35,000
THE CARTER CENTER
453 JOHN LEWIS FREEDOM PARKWAYATLANTAGA30307NONEPCCHARITY$10,000
THE NATURE CONSERVATORY
4245 N FAIRFAX DRIVE SUITE 100ARLINGTONVA22203NONEPCCHARITY$250
THE SOUTH BRONX COMMUNITY CHARITY SCHOOL
730 CONCOURSE VILLAGE WEST TOWER BBRONXNY10451NONEPCCHARITY$44,000
THE STREET HOMELESS
1000 CORDOVA PLACE 34SANTA FENM87505NONEPCCHARITY$50,000
UNITED FARM WORKERS (UFW)
PO BOX 62KEENECA93531NONEPCCHARITY$22,000
UNITED FARM WORKERS FOUNDATION
238 18TH STREET SUITE 10BAKERSFIELDCA93301NONEPCCHARITY$22,000
UNITED JEWISH APPEAL FDN AND 3 HO
130 EAST 59TH STREETNEW YORKNY10022NONEPCCHARITY$140,000
USA SHAOLIN TEMPLE
102 ALLEN ST 2ND FLOORNEW YORKNY10002NONEPCCHARITY$66,000
WPBT2 PALM BEACH
PO BOX 610002MIAMIFL33261NONEPCCHARITY$1,000
CLASP CHILDRENS CENTER
80 GRACE AVENUEGREAT NECKNY11021NONEPCCHARITY$5,000
MENDOCINO COAST HEALTHCARE FOUNDATION
140 NORTH MAIN STREETFORT BRAGGCA95437NONEPCCHARITY$150,000
FORTUNE SOCIETY
2976 NORTHERN BLVDLONG ISLAND CITYNY11101NONEPCCHARITY$10,000
SYNAGOGUE EMANU-EL
5 WINDSOR DRIVECHARLESTONSC29407NONEPCCHARITY$1,000
WOMEN FOR WOMEN INST
PO BOX 9224CENTRAL ISLIPNY11722NONEPCCHARITY$15,000
EPIC - COLUMBIA UNIVERSITY
1130 AMSTERDAM AVENUENEW YORKNY10027NONEPCCHARITY$185,000
MENDOCINO COAST JEWISH COMMUNITY
15071 CASPAR ROADCASPARCA95420NONEPCCHARITY$10,000
MIND INTERRUPTED - UNIV OF NC CHAPEL HILL
103 SOUTH BLDG CB 9100CHAPEL HILLNC27599NONEPCCHARITY$7,000
MOVE FOR HUNGER
7 THIRD AVENUENEPTUNENJ07753NONEPCCHARITY$10,000
NEW ENERGY ECONOMY
300 EAST MARKET STREETSANTA FENM87501NONEPCCHARITY$25,000
UNITED JEWISH APPEAL NY - UKRAINE
130 EAST 59TH STREETNEW YORKNY10022NONEPCCHARITY$2,804
UNITED JEWISH APPEAL - ODESSA UKRAINE
130 EAST 59TH STREETNEW YORKNY10022NONEPCCHARITY$30,000
UKRAINE - RABBI WOLFE
130 EAST 59TH STREETNEW YORKNY10022NONEPCCHARITY$100,000
WORLD CENTER KITCHEN
700 LIGHT STREETBALTIMOREMD21230NONEPCCHARITY$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,066,104TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,167ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$292,606ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,932ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$786,629ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,116,334ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,116,334TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$42,000Amt
Net Investment Income$42,000NetInvestmentIncomeAmt
Adjusted Net Income$42,000AdjustedNetIncomeAmt
Disbursements Charitable Prps$42,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORP STOCKS IN PERSHING ACCOUNT$321,275$740,358
CORP STOCKS IN SCHWAB ACCOUNT$3,011,505$3,599,835

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSEMPER VIC PARTNERSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$8,328,340BookValueAmt
EOYFMV$13,752,575EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTERESTDesc
BOY Book Value$10,508BOYBookValueAmt
EOY Book Value$8,644EOYBookValueAmt
EOYFMV$8,644EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
FEDERAL TAXES PAID$22,961
OTHER ADJUSTMENT TO FUND BALANCE$19,436

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSES$185$185$185$185
ADMINISTRATIVE EXPENSE-MANAGEMENT FEES$41,651$41,651$41,651$41,651
PORTFOLIO DEDUCTIONS$15,555$15,555$15,555$15,555
CUSTODIAL & ADR FEES$1,106$1,106$1,106$1,106

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CLASS ACTION SETTLEMENT$38$38$38
SEMPER VIC PARTNERS LP$15,894$15,894$15,894

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$30,870Amt
Net Investment Income$30,870NetInvestmentIncomeAmt
Adjusted Net Income$30,870AdjustedNetIncomeAmt
Disbursements Charitable Prps$30,870DisbursementsCharitablePrpsAmt

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