BROWNE BOLTON FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: BROWNE BOLTON FOUNDATION INC (EIN 87-3914307)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-01
IRS object ID: 202333059349100428
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
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	2023-11-01T17:20:34-04:00	ReturnTs
Tax Period End	2022-12-31	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	2022-01-01	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	2023-10-26	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	PAUL	PersonFirstNm
Person Last	TALBERT	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

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	2023-11-01	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$3,609,498	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	$2,215,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$4,669	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$4,669	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$42,779	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$42,779	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$36,499	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,626,383	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$36,499	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$3,248	OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm	$3,248	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$2,302,195	TotalRevAndExpnssAmt
Total Net Invst Incm	$83,947	TotalNetInvstIncmAmt
Total Adj Net Incm	$3,248	TotalAdjNetIncmAmt
Legal Fees Rev And Expnss	$9,440	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$4,720	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$4,720	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$20,900	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$6,625	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$14,285	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$48,267	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$48,267	OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss	$3,534	InterestRevAndExpnssAmt
Interest Net Invst Incm	$3,534	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$1,431	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,431	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$344	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$344	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$83,916	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$64,577	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$19,349	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$125,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$125,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$208,916	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$64,577	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$144,349	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$2,093,279	ExcessRevenueOverExpensesAmt
Net Investment Income	$19,370	NetInvestmentIncomeAmt
Adjusted Net Income	$3,248	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$6,882	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$897,321	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$897,321	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$2,014,513	OtherInvestmentsBOYAmt
Other Investments EOY	$1,569,696	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,569,696	OtherInvestmentsEOYFMVAmt
Other Assets EOY	$1,142,481	OtherAssetsEOYAmt
Other Assets EOYFMV	$1,142,481	OtherAssetsEOYFMVAmt
Total Assets BOY	$2,021,395	TotalAssetsBOYAmt
Total Assets EOY	$3,609,498	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,609,498	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$20,210	AccountsPayableBOYAmt
Accounts Payable EOY	$14,713	AccountsPayableEOYAmt
Total Liabilities BOY	$20,210	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$14,713	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$2,001,185	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$3,594,785	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,001,185	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,594,785	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,021,395	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,609,498	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,001,185	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$2,093,279	ExcessRevenueOverExpensesAmt
Subtotal	$4,094,464	SubtotalAmt
Other Decreases	$499,679	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$3,594,785	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
MORGAN STANLEY 058746 (PDF ATTACHED)	P	2022-01-01	2022-12-31	$1,858,988	$2,075,518	-$216,530	-$216,530
MORGAN STANLEY 058746 (PDF ATTACHED)	P	2022-01-01	2022-12-31	$91,141	$95,514	-$4,373	-$4,373
97.00 SH WISDOMTREE EMRMKT ETF	D	2021-12-23	2022-11-04	$3,266	$3,210	$56	$56
3,536 SH VANGUARD GRTH (VUG) ETF	D	2022-01-01	2022-01-20	$1,042,407	$1,028,850	$13,557	$13,557
1,287 SH VANGUARD GRTH (VUG) ETF	D	2019-01-22	2022-01-20	$379,406	$181,132	$198,274	$198,274
3,975 SH WISDOMTREE EMRMKT ETF	D	2020-04-17	2022-01-20	$181,816	$135,460	$46,356	$46,356
2,060 SH WISDOMTREE EMRMKT ETF	D	2020-04-17	2022-11-04	$69,359	$70,200	-$841	-$841

Field	Value	IRS element (for citing)
Capital Gain Net Income	$36,499	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$207,290	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$269	InvestmentIncomeExciseTaxAmt
Subtotal	$269	SubtotalAmt
Tax Based On Investment Income	$269	TaxBasedOnInvestmentIncomeAmt
Tax Due	$269	TaxDueAmt

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	1.00	$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	$1,653,360	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$103,928	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$387,431	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,144,719	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$110,066	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,034,653	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$30,520	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,004,133	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$100,207	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$100,207	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$269	TaxBasedOnInvestmentIncomeAmt
Total Tax	$269	TotalTaxAmt
Distributable Before Adj	$99,938	DistributableBeforeAdjAmt
Distributable Before Ded	$99,938	DistributableBeforeDedAmt
Distributable As Adjusted	$99,938	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$144,349	ExpensesAndContributionsAmt
Qualifying Distributions	$144,349	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$99,938	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1	$9,755	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$9,755	TotalExcessDistributionCyovAmt
Qualifying Distributions	$144,349	QualifyingDistributionsAmt
Applied To Current Year	$99,938	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$44,411	RemainingDistriFromCorpusAmt
Total Corpus	$54,166	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$54,166	ExcessDistriCyovToNextYrAmt
Excess From Year1	$9,755	ExcessFromYear1Amt
Excess From Current Year	$44,411	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	$125,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$125,000	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	$4,669	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$42,779	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$36,499	RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	RTN OF CAPITAL MS XX058746	Desc
Exclusion	14	ExclusionCd
Exclusion	$3,248	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$3,248	ExclusionAmt
Related Or Exempt Function Incm	$83,947	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$87,195	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	25 CENTRAL PARK WEST	AddressLine1Txt
Address Line2	APT 20Q	AddressLine2Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10023	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$2,215,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING SERVICES	CategoryTxt
Amt	$20,900	Amt
Net Investment Income	$6,625	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$14,285	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	$1,569,696	$1,569,696

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL SERVICES	CategoryTxt
Legal Fees	$9,440	LegalFeesAmt
Net Investment Income	$4,720	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$4,720	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	FINE ARTWORK COLLECTION	Desc
EOY Book Value	$1,142,481	EOYBookValueAmt
EOYFMV	$1,142,481	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
BOOK ADJ- SALE OF DONATED SECUTITIES	$438,075
NET UNREALIZED GAIN OF SECURITIES	$61,604

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
COMPUTER SOFTWARE	$59	$59
ANNUAL FILING FEE - NYS CHAR5	$275	$275
POSTAGE	$10	$10

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	$3,248	RevenueAndExpensesPerBooksAmt
Adjusted Net Income	$3,248	AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
MORGAN STANLEY ADVISORY FEES	$21,176	$21,176
ARTWORK INVESTMENT ADVISORY	$27,091	$27,091

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

Field	Value	IRS element (for citing)
Category	FOREIGN TAX PAID MS XXX058746	CategoryTxt
Amt	$1,431	Amt
Net Investment Income	$1,431	NetInvestmentIncomeAmt

BROWNE BOLTON FOUNDATION INC: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

US Address USAddress

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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