BROWN FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BROWN FAMILY FOUNDATION INC (EIN 41-1979864)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-22
- IRS object ID
- 202201129349100410
- Schema version
- 2021v4.2
- 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
- Liquidation Explanation Stmt
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-22T09:42:08-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E WISCONSIN AVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411979864 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROW | BusinessNameControlTxt |
| Phone | 6125080524 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2588 12TH STREET | AddressLine1Txt |
| City | CUMBERLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 548299724 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM C BROWN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6125080524 | PhoneNum |
| Signature | 2022-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE WEBER | PreparerPersonNm |
| PTIN | P00556798 | PTIN |
| Phone | 4142898200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,340,032 | 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 | $190,533 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $41,476 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,123 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $938,301 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,401,774 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $941,130 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,170,310 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $978,253 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,388 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,388 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $409 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,126 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $106 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,020 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,401 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,903 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,408 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,148,345 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,148,345 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,164,746 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,903 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,150,753 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,994,436 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $976,350 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $445,557 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $228,697 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $228,697 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,444,295 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $661,319 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,111,335 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,889,852 | TotalAssetsBOYAmt |
| Total Assets EOY | $890,016 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,340,032 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $2,889,852 | RetainedEarningBOYAmt |
| Retained Earning EOY | $890,016 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,889,852 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $890,016 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,889,852 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $890,016 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,889,852 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,994,436 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $895,416 | SubtotalAmt |
| Other Decreases | $5,400 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $890,016 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SHORT TERM PUBLICLY TRADED SECURITIES | $4,553,036 | $3,840,278 | $712,758 | $712,758 |
| LONG TERM PUBLICLY TRADED SECURITIES | $848,738 | $620,366 | $228,372 | $228,372 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $941,130 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $712,758 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,571 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,571 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,571 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,668 | 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 | $15,668 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,097 | OverpaymentAmt |
| Applied To ES Tax | $2,097 | 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 | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM C BROWN | IndividualWithBooksNm |
| Phone | 6125080524 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2588 12TH STREET | AddressLine1Txt |
| City | CUMBERLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 548299724 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| ELLA M DANIELS | ||||||||
| 2588 12TH STREET | CUMBERLAND | WI | 548299724 | PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM C BROWN | ||||||||
| 2588 12TH STREET | CUMBERLAND | WI | 548299724 | TREASURER | 1.00 | $0 | $0 | $0 |
| ERIC J BROWN | ||||||||
| 2588 12TH STREET | CUMBERLAND | WI | 548299724 | SECRETARY, DIRECTOR | 1.00 | $0 | $0 | $0 |
| ADRIENNE L CAMHI | ||||||||
| 2588 12TH STREET | CUMBERLAND | WI | 548299724 | VICE PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| JULIE M BROWN | ||||||||
| 2588 12TH STREET | CUMBERLAND | WI | 548299724 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| IRINA BROWN | ||||||||
| 2588 12TH STREET | CUMBERLAND | WI | 548299724 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER B DANIELS | ||||||||
| 2588 12TH STREET | CUMBERLAND | WI | 548299724 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| YOSEF CAMHI | ||||||||
| 2588 12TH STREET | CUMBERLAND | WI | 548299724 | DIRECTOR | 1.00 | $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 | $2,613,683 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,205 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,682,888 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,682,888 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,642,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,132 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,132 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,571 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,571 | TotalTaxAmt |
| Distributable Before Adj | $118,561 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $118,561 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $118,561 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,150,753 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,150,753 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,561 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $16,209 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $36,876 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,085 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,150,753 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $118,561 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,032,192 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,085,277 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,085,277 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $16,209 | ExcessFromYear3Amt |
| Excess From Year1 | $36,876 | ExcessFromYear1Amt |
| Excess From Current Year | $3,032,192 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM C BROWN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD STREET 18TH FL | NEW YORK | NY | 10004 | N/A | PC | OPERATING | $6,000 |
| BARRON AREA COMMUNITY CENTER | |||||||
| 800 MEMORIAL DRIVE | BARRON | WI | 54812 | N/A | PC | OPERATING | $2,000 |
| BARRON COUNTY DEVELOPMENTAL SERVICES INC | |||||||
| 175 N LAKE STREET | BARRON | WI | 54812 | N/A | PC | OPERATING | $1,595 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 120 WALL STREET 14TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | OPERATING | $12,000 |
| THE CENTER FOR VICTIMS OF TORTURE | |||||||
| 649 DAYTON AVENUE | ST PAUL | MN | 55104 | N/A | PC | OPERATING | $12,000 |
| CENTER ON BUDGET AND POLICY PRIORITIES | |||||||
| 1275 FIRST STREET NE SUITE 1200 | WASHINGTON | DC | 20002 | N/A | PC | OPERATING | $4,200 |
| CHARITY NAVIGATOR | |||||||
| 139 HARRISTOWN ROAD SUITE 201 | GLEN ROCK | NJ | 07452 | N/A | PC | OPERATING | $200 |
| COMMON HOPE INC | |||||||
| 1400 ENERGY PARK DR SUITE 23 | ST PAUL | MN | 55108 | N/A | PC | OPERATING | $7,400 |
| THE CONSERVATION FUND | |||||||
| 1655 N FORT MEYER DRIVE SUITE 1300 | ARLINGTON | VA | 22209 | N/A | PC | OPERATING | $5,700 |
| FEED MY PEOPLE | |||||||
| 2160 ALPINE ROAD | EAU CLAIRE | WI | 54703 | N/A | PC | OPERATING | $10,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 200 SEAPORT BOULEVARD | BOSTON | MA | 02210 | N/A | PC | OPERATING | $3,000,000 |
| FRIENDS OF THE MISSISSIPPI RIVER | |||||||
| 360 NORTH ROBERT STREET SUITE 400 | SAINT PAUL | MN | 55101 | N/A | PC | OPERATING | $500 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 WEST ANN LURIE PLACE | CHICAGO | IL | 60632 | N/A | PC | OPERATING | $10,000 |
| HENNEPIN THEATRE TRUST | |||||||
| 615 HENNEPIN AVE SUITE 140 | MINNEAPOLIS | MN | 55403 | N/A | PC | OPERATING | $1,400 |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | |||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | OPERATING | $5,700 |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR STREET | SAINT PAUL | MN | 55101 | N/A | PC | OPERATING | $2,000 |
| NAMI BARRON COUNTY | |||||||
| PO BOX 477 | RICE LAKE | WI | 54868 | N/A | PC | OPERATING | $2,300 |
| NAMI MINNESOTA | |||||||
| 800 TRANSFER ROAD SUITE 31 | ST PAUL | MN | 55114 | N/A | PC | OPERATING | $2,800 |
| NATIONAL PUBLIC RADIO | |||||||
| 1111 N CAPITOL STREET NE | WASHINGTON | DC | 20002 | N/A | PC | OPERATING | $200 |
| PLANNED PARENTHOOD MINNESOTA ETC | |||||||
| 671 VANDELIA STREET | ST PAUL | MN | 55114 | N/A | PC | OPERATING | $14,000 |
| PLANNED PARENTHOOD OF WISCONSIN | |||||||
| 320 N JACKSON ST | MILWAUKEE | WI | 53202 | N/A | PC | OPERATING | $8,600 |
| RICE LAKE COMMUNITY HEALTH FOUNDATION | |||||||
| PO BOX 617 | RICE LAKE | WI | 54868 | N/A | PC | OPERATING | $2,700 |
| SECOND HARVEST HEARTLAND | |||||||
| 1140 GERVAIS AVE | ST PAUL | MN | 55109 | N/A | PC | OPERATING | $10,500 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PC | OPERATING | $100 |
| THE SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER STREET STE 1300 | OAKLAND | CA | 94612 | N/A | PC | OPERATING | $5,700 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | OPERATING | $7,000 |
| WARREN W CHERRY PRESCHOOL | |||||||
| 1418 LAKE STREET | EVANSTON | IL | 60201 | N/A | PC | OPERATING | $250 |
| WIKIMEDIA FOUNDATION | |||||||
| 149 NEW MONTGOMERY STREET 3RD FLOOR | SAN FRANCISCO | CA | 94105 | N/A | PC | OPERATING | $200 |
| WOMEN'S FOUNDATION OF MINNESOTA | |||||||
| 105 FIFTH AVENUE S SUITE 300 | MINNEAPOLIS | MN | 55401 | N/A | PC | OPERATING | $10,000 |
| YMCA OF THE GREATER TWIN CITIES | |||||||
| 30 S NINTH STREET | MINNEAPOLIS | MN | 55402 | N/A | PC | OPERATING | $3,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,148,345 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,476 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $938,301 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $979,777 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $979,777 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WCB CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2588 12TH STREET | AddressLine1Txt |
| City | CUMBERLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54829 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $190,533 | 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 | $2,775 | Amt |
| Net Investment Income | $1,388 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,388 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES S&P 500 | AT COST | $223,587 | $429,291 |
| VANGUARD INDEX FDS VANGUARD GROWTH | AT COST | $74,479 | $160,450 |
| ISHARES TRUST CORE MSCI EAFE | AT COST | $108,936 | $170,256 |
| PIMCO INCOME FUND INSTL FUND | AT COST | $126,695 | $128,559 |
| ISHARES INC CORE MSCI EMERGING | AT COST | $56,084 | $83,804 |
| VANGUARD VANGUARD SMALL CAP GROWTH INDEX FUNDS | AT COST | $18,698 | $39,451 |
| VANGUARD INDEX FDS VALUE | AT COST | $32,963 | $58,844 |
| VANGUARD INDEX FDS SMALL CAP | AT COST | $19,877 | $40,680 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS DURING THE CURRENT TAX YEAR. DURING 2021, THE BROWN FAMILY FOUNDATION ("BROWN") MADE TWO DISTRIBUTIONS OF ASSETS FROM SOURCES OTHER THAN CURRENT INCOME. SUCH DISTRIBUTIONS REPRESENTED MORE THAN 25% OF BROWN'S NET ASSETS (AS MEASURED BY FAIR MARKET VALUE) AT THE BEGINNING OF 2021. INFORMATION REGARDING THE DISTRIBUTIONS IS AS FOLLOWS: NAME AND ADDRESS OF DISTRIBUTEES: FIDELITY INVESTMENTS CHARITABLE GIFT FUND 200 SEAPORT BOULEVARD BOSTON, MA 02210 ASSETS DISTRIBUTED: CASH DATE AND FAIR MARKET VALUE OF DISTRIBUTIONS: 01/05/2021 - $30,000 07/15/2021 - $2,970,000 BROWN MADE GIFTS TO DONOR ADVISED FUNDS AT THE FIDELITY INVESTMENT CHARITABLE FUND ("FUND"). DURING 2021, QUALIFIED DISTRIBUTIONS MADE BY BROWN TO THE FUND WAS $3,000,000. THEN DONOR ADVISED FUNDS MADE DISTRIBUTIONS TO PUBLIC CHARITIES CONSISTENT WITH IRC SECTION 170(C)(2)(B). THE FUND IS NOT CONTROLLED (DIRECTLY OR INDIRECTLY) BY BROWN OR ANY DISQUALIFIED PERSONS WITH RESPECT TO BROWN. IN ADDITION, THE FUND IS UNDER NO OBLIGATION TO USE THE FUNDS IN A MANNER THAT WILL DIRECTLY BENEFIT BROWN. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSSES | $1,301 |
| NONDIVIDEND DISTRIBUTION | $4,099 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TRANSACTION FEES | $104 | $104 | $0 | $0 |
| ANNUAL MEMBERSHIP FEE | $1,020 | $0 | $0 | $1,020 |
| BANK FEE | $2 | $2 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $12,500 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $409 | $0 | $0 |
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