THE EILEEN AND HAROLD BROWN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE EILEEN AND HAROLD BROWN FOUNDATION (EIN 95-3945183)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-20
- IRS object ID
- 202112639349100036
- Schema version
- 2020v4.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-20T19:04:55-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953945183 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EILEEN AND HAROLD BROWN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EILE | BusinessNameControlTxt |
| Phone | 3107774800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 SOUTH RODEO DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EILEEN BROWN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3239389055 | PhoneNum |
| Signature | 2021-08-31 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EILEEN | PersonFirstNm |
| Person Last | BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $5,599,834 | 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 | $192,509 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,147 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,147 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,963 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,963 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $744,263 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,005,891 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $814,031 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,004,882 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $882,141 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,907 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,571 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,571 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,478 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,571 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,569 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,569 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $143,047 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,571 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,569 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $861,835 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $852,570 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,201 | CashBOYAmt |
| Cash EOY | $4,672 | CashEOYAmt |
| Cash EOYFMV | $4,672 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,687 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $139,330 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $139,330 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,028,119 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,959,840 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,455,832 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,066,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,103,842 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,599,834 | 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 | $4,066,007 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,103,842 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,066,007 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,103,842 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,066,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,103,842 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,066,007 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $861,835 | ExcessRevenueOverExpensesAmt |
| Other Increases | $176,000 | OtherIncreasesAmt |
| Subtotal | $5,103,842 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,103,842 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 249 SHS TESLA INC | 2016-01-04 | 2020-07-13 | $434,169 | $56,032 | $378,137 | $378,137 | |
| 1292 SHS ADAPTIVE BIOTECHNOLGIES | 2019-02-28 | 2020-03-04 | $36,635 | $10,336 | $26,299 | $26,299 | |
| 24730.942 SHS DOUBLELINE TOTAL RETURN FUND | 2017-11-22 | 2020-07-14 | $265,595 | $260,015 | $5,580 | $5,580 | |
| 8403.62 SHS EAGLE MLP STRATEGY FUND | 2015-07-24 | 2020-04-27 | $28,641 | $85,000 | -$56,359 | -$56,359 | |
| 3093.005 SHS FPA CRESCENT FUND | 2018-04-05 | 2020-03-23 | $75,980 | $97,018 | -$21,038 | -$21,038 | |
| 8823.804 SHS IVA INTERNATIONAL FUND | 2013-12-23 | 2020-03-23 | $99,782 | $138,694 | -$38,912 | -$38,912 | |
| 13881.508 SHS LONGLEAF PARTNERS SMALL GROWTH FUND | 2019-01-24 | 2020-07-31 | $344,940 | $280,030 | $64,910 | $64,910 | |
| 47248.106 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND | 2019-01-11 | 2020-07-14 | $548,063 | $500,030 | $48,033 | $48,033 | |
| 2747.69 SHS PARAMETRIC TAX MANAGED FUND | 2016-12-29 | 2020-03-23 | $84,641 | $116,110 | -$31,469 | -$31,469 | |
| 3561.888 SHS PRINCIPAL DIVERSIFIED REAL ESTATE FUND | 2018-11-16 | 2020-04-27 | $35,034 | $40,015 | -$4,981 | -$4,981 | |
| 39176.832 SHS VANGUARD DIVELOPED MARKETS FUND | 2017-11-22 | 2020-07-14 | $503,407 | $510,030 | -$6,623 | -$6,623 | |
| 3467.297 SHS VANGUARD EMERGING MARKETS FUND | 2020-03-23 | 2020-07-14 | $123,629 | $88,015 | $35,614 | $35,614 | |
| 14938.46 SHS VANGUARD TOTAL STOCK FUND | 2013-01-08 | 2020-07-14 | $1,172,803 | $801,322 | $371,481 | $371,481 | |
| 6233.543 SHS VULCAN VALUE PARTNERS FUND | 2019-08-23 | 2020-07-14 | $138,120 | $134,083 | $4,037 | $4,037 | |
| 40 SHS AT&T INC | 2020-07-16 | 2020-11-19 | $1,127 | $1,210 | -$83 | -$83 | |
| 9 SHS ACUITY BRANDS INC | 2020-08-04 | 2020-11-19 | $995 | $905 | $90 | $90 | |
| 4 SHS ALIBABA GROUP HOLDINGS LTD | 2020-08-04 | 2020-11-19 | $1,043 | $1,046 | -$3 | -$3 | |
| 7 SHS ALNYLAN PHARMACEUTICAL | 2020-08-04 | 2020-11-19 | $864 | $1,060 | -$196 | -$196 | |
| 220.1 SHS ALSTOM SA | 2020-07-16 | 2020-11-19 | $2,670 | $1,234 | $1,436 | $1,436 | |
| 8 SHS BIOMARIN PHARMACEUTICALS | 2020-07-16 | 2020-11-19 | $601 | $1,018 | -$417 | -$417 | |
| 92 SHS BRANDYWINE REALTY TRUST | 2020-08-04 | 2020-11-19 | $980 | $1,012 | -$32 | -$32 | |
| 47 SHS BYD CO LTD | 2020-07-16 | 2020-11-19 | $2,125 | $844 | $1,281 | $1,281 | |
| 52 SHS BYD CO LTD | 2020-08-04 | 2020-11-19 | $2,352 | $1,043 | $1,309 | $1,309 | |
| 101 SHS CAMECO CORP | 2020-07-16 | 2020-11-19 | $989 | $1,146 | -$157 | -$157 | |
| 70 SHS CENTRAL JAPAN RAILWAY | 2020-07-16 | 2020-11-19 | $980 | $1,013 | -$33 | -$33 | |
| 86 SHS CHINA LFE INSURANCE | 2020-07-16 | 2020-11-19 | $981 | $1,005 | -$24 | -$24 | |
| 4 SHS CLOROX CO | 2020-07-16 | 2020-11-19 | $812 | $908 | -$96 | -$96 | |
| 60 SHS COLOPLAST | 2020-08-04 | 2020-11-19 | $895 | $1,026 | -$131 | -$131 | |
| .1 SHS COMPAGNIE FINANCIERE | 2020-12-28 | 2020-12-29 | $4 | $4 | $4 | ||
| 87 SHS COMPANHIA DE SANEAMENT | 2020-07-16 | 2020-11-19 | $723 | $988 | -$265 | -$265 | |
| .12 SHS COMPANHIA ENERGETIC | 2020-07-16 | 2020-11-19 | $1 | $1 | $0 | $0 | |
| 181 SHS DARLING INGREDIENTS | 2020-07-16 | 2020-11-19 | $8,573 | $4,741 | $3,832 | $3,832 | |
| 90 SHS DEUTSCHE BOERSE | 2020-07-16 | 2020-11-19 | $1,433 | $1,667 | -$234 | -$234 | |
| 5 SHS DEXCOM INC | 2020-07-16 | 2020-11-19 | $1,646 | $2,068 | -$422 | -$422 | |
| 57 SHS DOUGLAS EMMETT INC | 2020-07-16 | 2020-11-19 | $1,816 | $1,675 | $141 | $141 | |
| 138 SHS EAST JAPAN RAILWAY | 2020-07-16 | 2020-11-19 | $1,440 | $1,570 | -$130 | -$130 | |
| 20 SHS EBAY INC | 2020-07-16 | 2020-11-19 | $989 | $1,176 | -$187 | -$187 | |
| 10 SHS ENPHASE ENERGY INC | 2020-07-16 | 2020-11-19 | $1,278 | $574 | $704 | $704 | |
| 104 SHS EQUITRANS MIDSTREAM CORP | 2020-07-16 | 2020-11-19 | $796 | $994 | -$198 | -$198 | |
| 45 SHS FIRST SOLAR INC | 2020-07-16 | 2020-11-19 | $3,813 | $2,642 | $1,171 | $1,171 | |
| 19 SHS FIRST SOLAR INC | 2020-08-04 | 2020-11-19 | $1,610 | $1,211 | $399 | $399 | |
| 6 SHS ILLUMINA INC | 2020-07-16 | 2020-11-19 | $1,791 | $2,259 | -$468 | -$468 | |
| 32 SHS J B G SMITH PROPERTIES | 2020-08-04 | 2020-11-19 | $985 | $923 | $62 | $62 | |
| 16 SHS KILROY REALTY CORP | 2020-08-04 | 2020-11-19 | $1,000 | $926 | $74 | $74 | |
| 24 SHS LILLY ELI & CO | 2020-07-16 | 2020-11-19 | $3,398 | $3,932 | -$534 | -$534 | |
| 24 SHS LOGMEIN INC | 2020-07-16 | 2020-08-31 | $2,065 | $2,057 | $8 | $8 | |
| 12 SHS LOGMEIN INC | 2020-08-04 | 2020-08-31 | $1,033 | $1,030 | $3 | $3 | |
| 7 SHS MOODYS CORP | 2020-07-16 | 2020-11-19 | $1,905 | $2,010 | -$105 | -$105 | |
| 12 SHS NETEASE INC | 2020-07-16 | 2020-11-19 | $1,084 | $1,081 | $3 | $3 | |
| 4 SHS NETFLIX INC | 2020-07-16 | 2020-11-19 | $1,941 | $2,123 | -$182 | -$182 | |
| 39 SHS PAN AMERICAN SILVER CORP | 2020-07-16 | 2020-11-19 | $1,188 | $1,268 | -$80 | -$80 | |
| 111 SHS PARAMOUNT GROUP INC | 2020-07-16 | 2020-11-19 | $1,061 | $805 | $256 | $256 | |
| 70 SHS RECKITT BENCKISER GROUP | 2020-07-16 | 2020-11-19 | $1,263 | $1,385 | -$122 | -$122 | |
| 50 SHS RECKITT BENCKISER GROUP | 2020-08-04 | 2020-11-19 | $902 | $1,029 | -$127 | -$127 | |
| .1 SHS SIEMENS AG | 2020-11-23 | 2020-11-24 | $913 | $913 | $913 | ||
| 135 SHS TECHNIPFMC LTD | 2020-07-16 | 2020-11-19 | $1,102 | $1,067 | $35 | $35 | |
| 5 SHS TELADOC INC | 2020-07-16 | 2020-11-19 | $954 | $1,090 | -$136 | -$136 | |
| 306 SHS TELEFONICA SA | 2020-07-16 | 2020-11-19 | $1,262 | $1,455 | -$193 | -$193 | |
| 9 SHS TESLA INC | 2020-07-16 | 2020-11-19 | $4,479 | $2,723 | $1,756 | $1,756 | |
| 70 SHS TIM SA | 2020-07-16 | 2020-11-19 | $909 | $1,023 | -$114 | -$114 | |
| 92 SHS UMICORE GROUP | 2020-07-16 | 2020-11-19 | $966 | $1,147 | -$181 | -$181 | |
| 14 SHS VERTEX PHARMACEUTICALS | 2020-07-16 | 2020-11-19 | $3,006 | $4,045 | -$1,039 | -$1,039 | |
| .74 SHS VIATRIS INC | 2020-07-16 | 2020-11-17 | $12 | $11 | $1 | $1 | |
| 48 SHS VORNADO REALTY TRUST | 2020-07-16 | 2020-11-19 | $1,895 | $1,789 | $106 | $106 | |
| 27 SHS WALGREENS BOOTS ALLIANCE | 2020-07-16 | 2020-11-19 | $1,006 | $1,114 | -$108 | -$108 | |
| 4 SHS WAYFAIR INC | 2020-07-16 | 2020-11-19 | $983 | $889 | $94 | $94 | |
| 42 SHS WEST JAPAN RAILWAY | 2020-07-16 | 2020-11-19 | $2,048 | $2,195 | -$147 | -$147 | |
| 80 SHS Z HOLDINGS CORP | 2020-08-04 | 2020-11-19 | $934 | $958 | -$24 | -$24 | |
| 28 SHS ZTO EXPRESS CANYON INC | 2020-07-16 | 2020-11-19 | $843 | $1,019 | -$176 | -$176 | |
| CAPITAL GAINS DIVIDENDS | $31,988 | $31,988 | $31,988 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $814,031 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,851 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,851 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,851 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,530 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,530 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,679 | OverpaymentAmt |
| Applied To ES Tax | $10,679 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GANG TYRE RAMER BROWN LLP | IndividualWithBooksNm |
| Phone | 3107774800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 SO RODEO DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| EILEEN A BROWN | ||||||||
| 132 SO RODEO DRIVE | BEVERLY HILLS | CA | 90212 | VP, SEC, CFO, DIR | 1.00 | $0 | $0 | $0 |
| HAROLD A BROWN | ||||||||
| 132 SO RODEO DRIVE | BEVERLY HILLS | CA | 90212 | PRES, DIR | 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 | $4,629,113 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,741 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,776,854 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,776,854 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,653 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,705,201 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $235,260 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $235,260 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,851 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,851 | TotalTaxAmt |
| Distributable Before Adj | $223,409 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $223,409 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $223,409 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,569 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $105,569 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $105,569 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $223,409 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $218,182 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $224,941 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,328 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $222,719 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $692,170 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,569 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $105,569 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $117,840 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $117,840 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $574,330 | 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 | $100,342 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $473,988 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $224,941 | ExcessFromYear4Amt |
| Excess From Year3 | $26,328 | ExcessFromYear3Amt |
| Excess From Year2 | $222,719 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EILEEN A BROWN | ContributingManagerNm |
| Contributing Manager | HAROLD A BROWN | ContributingManagerNm |
| 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 | BANK OF AMERICA CHARITABLE GIFT FUND | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2016 | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | NC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $105,569 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,569 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,147 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,963 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $744,263 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $812,373 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $812,373 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| EILEEN HAROLD BROWN | |||||||
| 1 | 132 SO RODEO DRIVE | BEVERLY HILLS | CA | 90212 | $34,819 | Yes (X) | |
| EILEEN HAROLD BROWN | |||||||
| 2 | 132 SO RODEO DRIVE | BEVERLY HILLS | CA | 90212 | $5,377 | Yes (X) | |
| EILEEN HAROLD BROWN | |||||||
| 3 | 132 SO RODEO DRIVE | BEVERLY HILLS | CA | 90212 | $152,313 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | STOCK-ADAPTIVE BIOTECHNOLOGIES | $34,819 | 2020-03-03 |
| 3 | STOCK-VANGUARD TOTAL STOCK FUND | $152,313 | 2020-06-29 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS-CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $4,959,840 | BookValueAmt |
| EOYFMV | $5,455,832 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSET MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $29,571 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $29,571 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORRECTION FOR PRIOR YEAR CHARITABLE GIFTS | Desc |
| Amt | $176,000 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD EILEEN BROWN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 SOUTH RODEO DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $7,822 | $0 | $0 |
| FRANCHISE TAX BOARD | $10 | $0 | $0 |
| CALIFORNIA ATTORNEY GENERAL | $75 | $0 | $0 |
Comments