BROWN FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BROWN FAMILY FOUNDATION INC (EIN 41-1979864)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202141329349100509
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T07:01:18-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 200 S SIXTH ST SUITE 1400 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2021-05-10 | 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 | 6123320001 | PhoneNum |
| Preparation | 2021-05-10 | PreparationDt |
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 | 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 | $4,024,465 | 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 | $86,913 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,771 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$148,523 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,307,175 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $128,923 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,771 | 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 | $3,780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,890 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,890 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,020 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,970 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $238 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $222 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,038 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,082 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,906 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $200,338 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,082 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $196,206 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$71,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,689 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $212,904 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $445,557 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $445,557 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,747,899 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,444,295 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,578,908 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,960,803 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,889,852 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,024,465 | 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 | $2,960,803 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,889,852 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,960,803 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,889,852 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,960,803 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,889,852 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,960,803 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$71,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | $464 | OtherIncreasesAmt |
| Subtotal | $2,889,852 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,889,852 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SHORT TERM PUBLICLY TRADED SECURITIES | $1,663,106 | $1,777,614 | -$114,508 | -$114,508 | |
| LONG TERM PUBLICLY TRADED SECURITIES | $643,165 | $678,084 | -$34,919 | -$34,919 | |
| SHORT TERM CAPITAL GAIN DISTRIBUTION | $431 | $431 | $431 | P | |
| LONG TERM CAPITAL GAIN DISTRIBUTION | $473 | $473 | $473 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$148,523 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$114,077 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,010 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,010 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,010 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,178 | 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 | $4,178 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,168 | OverpaymentAmt |
| Applied To ES Tax | $3,168 | 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 | 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 | 0 | 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 | $3,166,255 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $89,376 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,255,631 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,255,631 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,834 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,206,797 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $160,340 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $160,340 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,010 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,010 | TotalTaxAmt |
| Distributable Before Adj | $159,330 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $159,330 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $159,330 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $196,206 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $196,206 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $196,206 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,330 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $16,209 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $16,209 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $196,206 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $159,330 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,876 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $53,085 | 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 | $53,085 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $16,209 | ExcessFromYear2Amt |
| Excess From Current Year | $36,876 | 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 (40 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 | NONE | PC | OPERATING | $9,700 |
| AMERICAN RED CROSS NORTHWESTERN WI | |||||||
| 3728 SPOONER AVE | ALTOONA | WI | 54720 | NONE | PC | OPERATING | $1,400 |
| AMIGOS OF COSTA RICA INC | |||||||
| PO BOX 748 | WEST CHESTER | PA | 19380 | NONE | PC | OPERATING | $4,000 |
| APPETITE FOR CHANGE | |||||||
| 1200 W BROADWAY AVE250 | MINNEAPOLIS | MN | 55411 | NONE | PC | OPERATING | $4,000 |
| BARRON AREA COMMUNITY CENTER | |||||||
| 800 MEMORIAL DRIVE | BARRON | WI | 54812 | NONE | PC | OPERATING | $1,400 |
| BIG BROTHERS BIG SISTERS NW WI | |||||||
| 424 GALLOWAY STREET | EAU CLAIRE | WI | 54703 | NONE | PC | OPERATING | $100 |
| CASA DE ESPERANZA | |||||||
| 540 FAIRVIEW AVE N 200 | ST PAUL | MN | 55104 | NONE | PC | OPERATING | $1,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 120 WALL STREET 14TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | OPERATING | $12,000 |
| THE CENTER FOR VICTIMS OF TORTURE | |||||||
| 649 DAYTON AVENUE | ST PAUL | MN | 55104 | NONE | PC | OPERATING | $10,000 |
| CENTER ON BUDGET AND POLICY PRIORITIES | |||||||
| 1275 FIRST ST NE SUITE 1200 | WASHINGTON | DC | 20002 | NONE | PC | OPERATING | $4,200 |
| CHARITY NAVIGATOR | |||||||
| 139 HARRISTOWN ROAD SUITE 201 | GLEN ROCK | NJ | 07452 | NONE | PC | OPERATING | $200 |
| COMMON HOPE INC | |||||||
| 1400 ENERGY PARK DR SUITE 23 | ST PAUL | MN | 55108 | NONE | PC | OPERATING | $7,600 |
| THE CONSERVATION FUND | |||||||
| 1655 N FORT MEYER DRIVE SUITE 1300 | ARLINGTON | VA | 22209 | NONE | PC | OPERATING | $5,700 |
| ED ALLIES | |||||||
| 1621 E HENNEPIN AVE SUITE 295 | MINNEAPOLIS | MN | 55414 | NONE | PC | OPERATING | $1,000 |
| EVANSTON COMMUNITY FOUNDATION | |||||||
| 1560 SHERMAN AVE STE 535 | EVANSTON | IL | 60201 | NONE | PC | OPERATING | $2,000 |
| FEED MY PEOPLE | |||||||
| 2160 ALPINE ROAD | EAU CLAIRE | WI | 54703 | NONE | PC | OPERATING | $12,650 |
| FRIENDS OF THE MISSISSIPPI RIVER | |||||||
| 360 NORTH ROBERT STREET SUITE 400 | SAINT PAUL | MN | 55101 | NONE | PC | OPERATING | $1,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 WEST ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | PC | OPERATING | $9,400 |
| GREEN MINNEAPOLIS | |||||||
| 81 S 9TH ST SUITE 260 | MINNEAPOLIS | MN | 55402 | NONE | PC | OPERATING | $10,000 |
| HENNEPIN THEATRE TRUST | |||||||
| 615 HENNEPIN AVE SUITE 140 | MINNEAPOLIS | MN | 55403 | NONE | PC | OPERATING | $1,400 |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | |||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | PC | OPERATING | $5,700 |
| MINNEAPOLIS COLLEGE OF ART & DESIGN | |||||||
| 2501 STEVENS AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | OPERATING | $4,000 |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR STREET | SAINT PAUL | MN | 55101 | NONE | PC | OPERATING | $4,500 |
| NAMI BARRON COUNTY | |||||||
| PO BOX 477 | RICE LAKE | WI | 54868 | NONE | PC | OPERATING | $2,300 |
| NAMI MINNESOTA | |||||||
| 800 TRANSFER ROAD SUITE 31 | ST PAUL | MN | 55114 | NONE | PC | OPERATING | $2,800 |
| NATIONAL DOMESTIC VIOLENCE HOTLINE | |||||||
| PO BOX 90249 | AUSTIN | TX | 78709 | NONE | PC | OPERATING | $1,000 |
| PLANNED PARENTHOOD MINNESOTA ETC | |||||||
| 671 VANDELIA STREET | ST PAUL | MN | 55114 | NONE | PC | OPERATING | $14,000 |
| PLANNED PARENTHOOD OF WISCONSIN | |||||||
| 320 N JACKSON ST | MILWAUKEE | WI | 53202 | NONE | PC | OPERATING | $8,600 |
| PREVENT CHILD ABUSE AMERICA | |||||||
| 228 S WABASH AVE 10TH FL | CHICAGO | IL | 60604 | NONE | PC | OPERATING | $2,000 |
| RICE LAKE COMMUNITY HEALTH FOUNDATION | |||||||
| PO BOX 617 | RICE LAKE | WI | 54868 | NONE | PC | OPERATING | $2,700 |
| ST PAULS LUTHERAN CHURCH | |||||||
| 602 MAIN ST | IRETON | IA | 51027 | NONE | PC | OPERATING | $100 |
| SECOND HARVEST HEARTLAND | |||||||
| 1140 GERVAIS AVE | ST PAUL | MN | 55109 | NONE | PC | OPERATING | $14,950 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER STREET STE 1300 | OAKLAND | CA | 94612 | NONE | PC | OPERATING | $5,700 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | OPERATING | $3,400 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 55455 | NONE | PC | OPERATING | $300 |
| WARREN W CHERRY PRESCHOOL | |||||||
| 1418 LAKE STREET | EVANSTON | IL | 60201 | NONE | PC | OPERATING | $4,000 |
| WIKIMEDIA FOUNDATION | |||||||
| 149 NEW MONTGOMERY STREET 3RD FLOOR | SAN FRANCISCO | CA | 94105 | NONE | PC | OPERATING | $200 |
| WOMEN'S FOUNDATION OF MINNESOTA | |||||||
| 105 FIFTH AVENUE S SUITE 300 | MINNEAPOLIS | MN | 55401 | NONE | PC | OPERATING | $10,000 |
| YMCA OF THE GREATER TWIN CITIES | |||||||
| 30 S NINTH STREET | MINNEAPOLIS | MN | 55402 | NONE | PC | OPERATING | $3,300 |
| THE YOUNG CENTER FOR IMMIGRANT CHILDRENS RIGHTS | |||||||
| 6020 S UNIVERSITY AVENUE | CHICAGO | IL | 60637 | NONE | PC | OPERATING | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,913 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$148,523 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$61,610 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$61,610 | 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 | $3,780 | Amt |
| Net Investment Income | $1,890 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,890 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES S&P 500 | AT COST | $794,976 | $1,201,248 |
| VANGUARD INDEX FDS VANGUARD GROWTH | AT COST | $389,682 | $658,684 |
| ISHARES TRUST CORE MSCI EAFE | AT COST | $344,964 | $510,644 |
| PIMCO INCOME FUND INSTL FUND | AT COST | $389,017 | $392,912 |
| ISHARES INC CORE MSCI EMERGING | AT COST | $208,317 | $322,608 |
| VANGUARD VANGUARD SMALL CAP GROWTH INDEX FUNDS | AT COST | $72,121 | $144,536 |
| VANGUARD INDEX FDS VALUE | AT COST | $98,888 | $142,752 |
| VANGUARD INDEX FDS SMALL CAP | AT COST | $53,005 | $93,446 |
| ISHARES INC CORE MSCI EAFE EFT | AT COST | $58,855 | $75,999 |
| FIDELITY LIMITED TERM BOND FD | AT COST | $34,470 | $36,079 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TRANSACTION FEES | $222 | $222 | $0 | $0 |
| POSTAGE | $16 | $0 | $0 | $16 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PY GRANT REFUND | $250 |
| PY ADJUSTMENTS | $214 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $50 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $1,970 | $1,970 | $0 | $0 |
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