THE EILEEN AND HAROLD BROWN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE EILEEN AND HAROLD BROWN FOUNDATION (EIN 95-3945183)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202033149349100013
- Schema version
- 2019v5.1
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T09:36:57-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-11-03 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.59.242.36 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-03 | IPDt |
| IP Tm | 07:32:43 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AC9C47BB66A4442C9C14FAA30E68BA916E7F30C8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,371,752 | 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 | $692,754 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $472 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $472 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $88,294 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,294 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,203 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,423,984 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $309,267 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $817,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $398,033 | 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 | $15,160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,843 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,843 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,003 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,843 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $216,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $216,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $254,003 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,843 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $216,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $563,720 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $375,190 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,202 | CashBOYAmt |
| Cash EOY | $7,201 | CashEOYAmt |
| Cash EOYFMV | $7,201 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $271,134 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,687 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,687 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,228,951 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,028,119 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,333,864 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,502,287 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,066,007 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,371,752 | 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 | $3,502,287 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,066,007 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,502,287 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,066,007 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,502,287 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,066,007 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,502,287 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $563,720 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,066,007 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,066,007 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 31 SHS ACCENTURE | 2015-05-26 | 2019-12-18 | $6,370 | $2,971 | $3,399 | $3,399 | |
| 38 SHS AEGEAS | 2013-02-12 | 2019-12-18 | $2,282 | $1,268 | $1,014 | $1,014 | |
| 226 SHS AIA GROUP LTD | 2014-06-03 | 2019-12-18 | $9,482 | $4,854 | $4,628 | $4,628 | |
| 215 SHS AIR LIQUIDE LTD | 2010-05-11 | 2019-12-18 | $5,947 | $2,987 | $2,960 | $2,960 | |
| 484 SHS AKAMAI TECHNOLOGIES | 2017-08-01 | 2019-12-18 | $41,240 | $22,993 | $18,247 | $18,247 | |
| 727 SHS AMERICAN WATER WORKS | 2016-04-07 | 2019-12-18 | $88,022 | $50,479 | $37,543 | $37,543 | |
| 1027 SHS AQUA AMERICA | 2014-08-01 | 2019-12-18 | $47,008 | $25,116 | $21,892 | $21,892 | |
| 54 SHS ASTRAZENECA PLC | 2013-02-12 | 2019-12-18 | $2,648 | $1,280 | $1,368 | $1,368 | |
| 149 SHS BANCOLOMBIA SA | 2016-01-19 | 2019-12-18 | $8,198 | $3,856 | $4,342 | $4,342 | |
| 222 SHS CITIGROUP INC | 2016-03-15 | 2019-12-18 | $17,361 | $9,378 | $7,983 | $7,983 | |
| 335 SHS DAI NIPPON PRTG | 2012-11-27 | 2019-12-18 | $4,633 | $2,502 | $2,131 | $2,131 | |
| 181 SHS DANAHER CORP | 2016-12-20 | 2019-12-18 | $27,165 | $14,261 | $12,904 | $12,904 | |
| 134 SHS DASSAULT SYSTEM SA | 2016-06-24 | 2019-12-18 | $21,380 | $10,175 | $11,205 | $11,205 | |
| 70 SHS HONEYWELL INTERNATIONAL | 2014-08-01 | 2019-12-18 | $12,275 | $6,115 | $6,160 | $6,160 | |
| 419 SHS HEXCEL CORP | 2014-10-10 | 2019-12-18 | $30,737 | $15,976 | $14,761 | $14,761 | |
| 1540 SHS JAMES HARDIE INDS | 2013-02-12 | 2019-12-18 | $30,212 | $15,315 | $14,897 | $14,897 | |
| 326 SHS KONINKLIJKE PHILIPS | 2016-04-07 | 2019-12-18 | $15,824 | $8,696 | $7,128 | $7,128 | |
| 333 SHS LOUISIANA PACIFIC CO | 2016-01-27 | 2019-12-18 | $9,541 | $5,060 | $4,481 | $4,481 | |
| 241 SHS MILLER HERMAN INC | 2016-01-19 | 2019-12-18 | $11,818 | $5,977 | $5,841 | $5,841 | |
| 66 SHS NIKE INC | 2015-05-26 | 2019-12-18 | $6,632 | $3,407 | $3,225 | $3,225 | |
| 56 SHS ROCHE HOLDINGS | 2012-07-25 | 2019-12-18 | $2,170 | $1,194 | $976 | $976 | |
| 162 SHS ROCKWELL AUTOMATION | 2016-03-15 | 2019-12-18 | $32,962 | $17,269 | $15,693 | $15,693 | |
| 183 SHS SAP SE | 2015-01-07 | 2019-12-18 | $24,433 | $12,480 | $11,953 | $11,953 | |
| 42 SHS SHERMAN WILLIAMS CO | 2017-03-01 | 2019-12-18 | $24,145 | $13,194 | $10,951 | $10,951 | |
| 55 SHS SMITH & NEPHEW GROUP | 2013-04-16 | 2019-12-18 | $2,602 | $1,254 | $1,348 | $1,348 | |
| 121 SHS THOMPSON REUTERS CORP | 2016-01-27 | 2019-12-18 | $8,684 | $4,242 | $4,442 | $4,442 | |
| 81 SHS TOKYO MARINE HOLDINGS | 2014-10-10 | 2019-12-18 | $4,574 | $2,459 | $2,115 | $2,115 | |
| 120 SHS ZURICH INSURANCE GROUP | 2011-11-28 | 2019-12-18 | $4,907 | $2,274 | $2,633 | $2,633 | |
| 28647.415 SHS VANGUARD TOTAL BOND FUND | 2014-10-22 | 2019-01-11 | $299,064 | $312,623 | -$13,559 | -$13,559 | |
| 608 SHS CORNING INC | 2015-09-24 | 2019-06-12 | $18,896 | $10,147 | $8,749 | $8,749 | |
| 249 SHS TESLA INC | 2016-01-04 | 2019-02-01 | $75,704 | $56,032 | $19,672 | $19,672 | |
| 6236.443 SHS VULCAN VALUE PARTNERS FUND | 2019-01-24 | 2019-08-23 | $134,084 | $115,000 | $19,084 | $19,084 | |
| 1037.652 SHS FPA CRESCENT FUND | 2013-12-23 | 2019-12-18 | $35,000 | $32,548 | $2,452 | $2,452 | |
| 19940.289 SHS VANGUARD FTSE ALL WORD FUND | 2014-06-02 | 2019-01-24 | $592,810 | $593,335 | -$525 | -$525 | |
| 2957.303 SHS SCHWAB TOTAL STOCK MARKET FUND | 2014-06-02 | 2019-01-24 | $136,301 | $125,000 | $11,301 | $11,301 | |
| 603000 SHS SCHWAB TREASURY OBLIGATION | 2018-11-16 | 2019-12-18 | $603,000 | $603,000 | $0 | $0 | |
| CAPITAL GAINS DIVIDENDS | $25,873 | $25,873 | $25,873 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $309,267 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $357,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,937,428 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.121705 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $140,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,402,507 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058481 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $314,239 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,876,408 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.167468 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $452,722 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,963,190 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.230605 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $125,676 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,868,116 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067274 | DistributionYr5Rt |
| Total Distribution | 0.645533 | TotalDistributionRt |
| Average Distribution | 0.129107 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,792,802 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $489,677 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,752 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $493,429 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $216,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,504 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,504 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,504 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $26 | EsPenaltyAmt |
| Overpayment | $7,470 | OverpaymentAmt |
| Applied To ES Tax | $7,470 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | 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 | $3,586,935 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $263,625 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,850,560 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,850,560 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,758 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,792,802 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $189,640 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $189,640 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,504 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,504 | TotalTaxAmt |
| Distributable Before Adj | $182,136 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $182,136 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $182,136 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $216,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $216,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $216,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $182,136 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $37,906 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $360,318 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $224,941 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,328 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $222,719 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $872,212 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $216,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $182,136 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,864 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $906,076 | 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 | $37,906 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $868,170 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $360,318 | ExcessFromYear4Amt |
| Excess From Year3 | $224,941 | ExcessFromYear3Amt |
| Excess From Year2 | $26,328 | ExcessFromYear2Amt |
| Excess From Year1 | $222,719 | ExcessFromYear1Amt |
| Excess From Current Year | $33,864 | ExcessFromCurrentYearAmt |
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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOMEBOY INDUSTRIES | |||||||
| 130 WEST BRUNO ST | LOS ANGELES | CA | 90012 | N/A | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $10,000 |
| JEWISH FAMILY SERVICES | |||||||
| 3580 WILSHIRE BLVD STE 700 | LOS ANGELES | CA | 90010 | N/A | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $50,000 |
| LOS ANGELES FAMILY HOUSING | |||||||
| 7843 LANKERSHIM BLVD | NORTH HOLLYWOD | CA | 91605 | N/A | PUBLIC CHARITY | GENERAL PUPOSE-UNRESTRICTED | $25,000 |
| NATIONAL GAUCHER FOUNDATION | |||||||
| 2227 IDLEWOOD ROAD SUITE 6 | TUCKER | GA | 30084 | N/A | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $5,000 |
| OCCIDENTAL COLLEGE | |||||||
| 1600 CAMPUS ROAD | LOS ANGELES | CA | 90041 | N/A | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $25,000 |
| PITZER COLLEGE | |||||||
| 1050 N MILLS AVE | CLAREMONT | CA | 91711 | N/A | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $101,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $216,000 | 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 | $472 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,294 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,203 | 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 | $124,969 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $124,969 | 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 | $500,073 | Yes (X) | |
| EILEEN HAROLD BROWN | |||||||
| 2 | 132 SO RODEO DRIVE | BEVERLY HILLS | CA | 90212 | $20,010 | Yes (X) | |
| EILEEN HAROLD BROWN | |||||||
| 3 | 132 SO RODEO DRIVE | BEVERLY HILLS | CA | 90212 | $172,672 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | VARIOUS PUBLC COMPANY STOCKS-SEE 990-PF PART IV FOR DETAIL | $500,073 | 2019-12-13 |
| 3 | STOCK-TESLA INC | $172,672 | 2019-01-17 |
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 | $4,028,119 | BookValueAmt |
| EOYFMV | $4,333,864 | 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 | $22,843 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22,843 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $15,000 | $0 | $0 |
| FRANCHISE TAX BOARD | $10 | $0 | $0 |
| CALIFORNIA ATTORNEY GENERAL | $150 | $0 | $0 |
Comments