THE EILEEN AND HAROLD BROWN FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE EILEEN AND HAROLD BROWN FOUNDATION (EIN 95-3945183)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-14
IRS object ID
201913189349101516
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-14T10:17:09-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11900 AVE OF THE STARS 28TH FLAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN953945183EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EILEEN AND HAROLD BROWN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEILEBusinessNameControlTxt
Phone3107774800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1132 SOUTH RODEO DRIVEAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEILEEN BROWNPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone3239389055PhoneNum
Signature2019-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonARNOLD ANISGARTENPreparerPersonNm
PTINP00227735PTIN
Phone3108439700PhoneNum
Preparation2019-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.59.242.22IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-12IPDt
IP Tm19:13:29IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdA6BCEEC5281954A027118F02B3DBBBF79E51C833AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,308,555FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,032,358ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$149InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$149InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$71,139DividendsRevAndExpnssAmt
Dividends Net Invst Incm$71,139DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$59,228NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,490,376GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$551,959CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,162,874TotalRevAndExpnssAmt
Total Net Invst Incm$623,247TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$6,085TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$18,723OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$18,723OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,808TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,723TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$357,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$357,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$382,308TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,723TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$357,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$780,566ExcessRevenueOverExpensesAmt
Net Investment Income$604,524NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,198CashBOYAmt
Cash EOY$2,202CashEOYAmt
Cash EOYFMV$2,202CashEOYFMVAmt
Sav And Temp Cash Invst BOY$230,798SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$271,134SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$271,134SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,488,725OtherInvestmentsBOYAmt
Other Investments EOY$3,228,951OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,035,219OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,721,721TotalAssetsBOYAmt
Total Assets EOY$3,502,287TotalAssetsEOYAmt
Total Assets EOYFMV$3,308,555TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,721,721RetainedEarningBOYAmt
Retained Earning EOY$3,502,287RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,721,721TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,502,287TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,721,721TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,502,287TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,721,721TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$780,566ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,502,287SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,502,287TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (85 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
452 SHS APPLE INC2016-06-242018-06-26$83,844$42,876$40,968$40,968
27 SHS AMAZON.COM INC2016-01-192018-06-26$45,770$20,868$24,902$24,902
565 SHS BANK OF AMERICA CORP2016-03-152018-06-26$16,145$7,611$8,534$8,534
10 SHS CREDICORP LTD2011-11-282018-06-26$2,211$1,029$1,182$1,182
245 SHS BAXTER HOLDINGS INC2015-09-242018-06-26$17,993$8,643$9,350$9,350
4 SHS BOOKING HOLDINGS INC2016-01-272018-06-26$8,180$4,185$3,995$3,995
138 SHS CSL LIMITED2014-08-012018-06-26$10,007$4,157$5,850$5,850
212 SHS DEUTSCHE BOERSE2013-04-162018-06-26$2,817$1,296$1,521$1,521
104 SHS AIRBUS GROUP2013-02-122018-06-26$2,928$1,226$1,702$1,702
33 SHS FACEBOOK INC CLASS A2015-08-212018-06-26$6,521$2,865$3,656$3,656
35 SHS ALPHABET INC2014-12-092018-06-26$39,853$18,851$21,002$21,002
84 SHS HOME DEPOT INC2014-10-102018-06-26$16,492$7,918$8,574$8,574
145 SHS IDEX CORP2016-01-192018-06-26$19,771$10,042$9,729$9,729
125 SHS LVMH MOET HENNESSY2015-01-072018-06-26$8,214$3,967$4,247$4,247
60 SHS MASERCARD INC CLASS A2016-03-152018-06-26$11,824$5,362$6,462$6,462
128 SHS MARATHON PETE CORP2016-07-292018-06-26$9,044$4,976$4,068$4,068
537 SHS MICROSOFT CORP2015-08-062018-06-26$53,419$24,345$29,074$29,074
470 SHS NEDBANK GROUP LTD2016-01-192018-06-26$8,754$4,782$3,972$3,972
296 SHS SERVICE NOW INC2016-04-072018-06-26$50,873$18,840$32,033$32,033
135 SHS NSK LIMITED2016-03-152018-06-26$6,232$3,429$2,803$2,803
82 SHS PAYPAL HOLDINGS INC2015-01-072018-06-26$6,764$2,734$4,030$4,030
193 SHS CHARLES SCHWAB CORP2016-01-272018-06-26$10,284$4,864$5,420$5,420
336 SHS SONY CORP2016-03-042018-06-26$16,864$7,760$9,104$9,104
255 SHS SVENSKA CELLULOSA AKTI2015-01-272018-06-26$2,729$1,139$1,590$1,590
32 SHS UNITEDHEALTH GRP INC2014-12-092018-06-26$8,017$3,223$4,794$4,794
104 SHS VISA INC2015-01-072018-06-26$13,834$6,662$7,172$7,172
114 SHS VALEO ENERGY CORP2014-12-092018-06-26$12,632$5,414$7,218$7,218
197 SHS SKY PLC2016-10-252018-11-14$17,380$7,772$9,608$9,608
67 SHS WALMART INC2009-09-292018-11-14$6,785$3,308$3,477$3,477
142 SHS VISA INC2015-06-302018-11-14$19,796$9,548$10,248$10,248
156 SHS BADGER METER INC2014-06-032018-11-14$7,995$3,845$4,150$4,150
178 SHS BADGER METER INC2014-08-012018-11-14$9,122$4,404$4,718$4,718
38 SHS AETNA INC2016-01-272016-11-14$7,918$3,842$4,076$4,076
1467 SHS CADENCE DESIGN SYSTEMS INC2016-04-072016-11-14$65,310$33,901$31,409$31,409
82 SHS CISCO SYSTEMS INC2014-10-142018-11-14$3,667$1,889$1,778$1,778
76 SHS BADGER METER INC2014-10-142018-11-14$3,895$1,923$1,972$1,972
368 SHS INFOSYS LTD2012-07-252018-11-14$3,382$1,760$1,622$1,622
145 SHS INGERSOLL-RAND PLC2016-01-272018-11-14$14,752$7,244$7,508$7,508
170 SHS FAST RETAILING CO LTD2016-06-242018-11-14$8,733$4,486$4,247$4,247
112 SHS CISCO SYSTEMS INC2014-10-102018-11-14$5,008$2,641$2,367$2,367
71 SHS JPMORGAN CHASE & CO2015-01-272018-11-14$7,604$4,009$3,595$3,595
78 SHS JPMORGAN CHASE & CO2014-08-012018-11-14$8,354$4,419$3,935$3,935
6.35322 SHS DELL TECHNOLOGIES INC2010-02-182018-11-14$670$300$370$370
60.64678 SHS DELL TECHNOLOGIES INC2016-06-242018-11-14$6,396$2,863$3,533$3,533
48 SHS SALESFORCE.COM INC2016-03-152018-11-14$6,218$3,448$2,770$2,770
42 SHS MCDONALDS CORP2015-06-302018-11-14$7,740$3,991$3,749$3,749
376 SHS TAIWAN SEMICONDUCTOR MANUFACTURING2015-09-242018-11-14$14,160$7,510$6,650$6,650
334 SHS DONALDSON COMPANY INC2015-12-182018-11-14$18,007$9,318$8,689$8,689
52 SHS 21ST CENTURY FOX2013-02-122018-11-14$2,497$1,305$1,192$1,192
506 SHS ICICI BANK LTD2012-05-312018-11-14$5,067$2,610$2,457$2,457
337 SHS TAIWAN SEMICONDUCTOR MANUFACTURING2014-08-012018-11-14$12,691$6,810$5,881$5,881
179 SHS CADENCE DESIGN SYSTEMS INC2016-06-012018-11-14$7,969$4,426$3,543$3,543
37 SHS MCDONALDS CORP2015-09-242018-11-14$6,818$3,594$3,224$3,224
39 SHS TESLA INC2016-01-272018-11-14$13,353$7,335$6,018$6,018
47 SHS HCA HEALTHCARE INC2016-03-152018-11-14$6,534$3,445$3,089$3,089
23 SHS THERMO FISHER SCIENTIFIC2015-05-262018-11-14$5,415$2,989$2,426$2,426
43 SHS TELECOM CO LTD2012-11-272018-11-14$1,135$657$478$478
117 SHS XYLEM INC2016-03-152018-11-14$7,964$4,461$3,503$3,503
22 SHS HONEYWELL INTERNATIONAL INC2014-10-142018-11-14$3,259$1,805$1,454$1,454
58 SHS AMERIAN EXPRESS CO2016-03-152018-11-14$6,232$3,421$2,811$2,811
174 SHS ARMSTRONG WORLD INDUSTRIES2016-01-192018-11-14$11,536$5,890$5,646$5,646
247 SHS AVISTA CORP2015-06-302018-11-14$12,943$7,605$5,338$5,338
840 SHS DNB ASA2016-01-192018-11-14$14,766$9,139$5,627$5,627
71 SHS HONEYWELL INTERNATIONAL INC2014-10-102018-11-14$10,518$6,012$4,506$4,506
416 SHS CITRIX SYSTEMS INC2016-04-072018-11-14$44,250$25,454$18,796$18,796
243 SHS EATON CORP PLC2016-01-192018-11-14$17,665$10,450$7,215$7,215
60 SHS HOME DEPOT INC2015-01-272018-11-14$10,794$6,332$4,462$4,462
60 SHS ZURICH INSURANCE GROUP AG2012-05-312018-11-14$1,851$1,112$739$739
604 SHS VINCI SA2015-01-272018-11-14$13,316$8,205$5,111$5,111
117 SHS HOST HOTELS & RESORTS INC2011-09-092018-11-14$2,193$1,357$836$836
320 SHS NVENT ELECTRIC PLC2016-01-192018-11-14$7,887$4,715$3,172$3,172
113 SHS WALMART INC2016-01-192018-11-14$11,444$7,044$4,400$4,400
203 SHS INTEL CORP2015-08-062018-11-14$9,577$5,863$3,714$3,714
1013.905 SHS FPA CRESCENT2013-01-082018-04-05$35,000$30,041$4,959$4,959
1142.857 SHS FPA CRESCENT2013-01-082018-04-18$40,000$33,861$6,139$6,139
1395.868 SHS IVA INTERNATIONAL2013-01-082018-02-23$24,985$21,763$3,222$3,222
442.282 SHS VANGUARD TOTAL STOCK FUND2013-01-082018-04-18$29,985$20,250$9,735$9,735
878.606 SHS VANGUARD TOTAL STOCK FUND2013-01-082018-05-10$59,985$40,228$19,757$19,757
872.6 SHS SHS VANGUARD FTSE ALL WORLD2013-01-082018-04-18$29,985$25,877$4,108$4,108
1748.252 SHS VANGUARD FTSE ALL WORLD2013-01-082018-05-10$59,985$51,844$8,141$8,141
5730.659 SHS VANGUARD TOTAL BOND FUND2014-10-222018-04-19$59,985$62,537-$2,552-$2,552
2406.16 SHS VANGUARD TOTAL BOND FUND2014-10-222018-05-08$24,985$26,258-$1,273-$1,273
4807.692 SHS VANGUARD TOTAL BOND FUND2014-10-222018-05-10$49,985$52,465-$2,480-$2,480
7309.942 SHS VANGUARD TOTAL BOND FUND2014-10-222018-11-15$74,985$79,772-$4,787-$4,787
CAPITAL GAINS DIVIDENDS$17,929$17,929$17,929P
FieldValueIRS element (for citing)
Capital Gain Net Income$551,959CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$140,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,402,507NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058481DistributionYr1Rt
Adjusted Qlfy Distri Yr2$314,239AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,876,408NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.167468DistributionYr2Rt
Adjusted Qlfy Distri Yr3$452,722AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,963,190NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.230605DistributionYr3Rt
Adjusted Qlfy Distri Yr4$125,676AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,868,116NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.067274DistributionYr4Rt
Adjusted Qlfy Distri Yr5$194,086AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,342,081NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.144616DistributionYr5Rt
Total Distribution0.668444TotalDistributionRt
Average Distribution0.133689AverageDistributionRt
Net Vl Noncharitable Assets$2,937,428NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$392,702AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,045NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$398,747AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$357,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,090InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,090SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,090TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,948EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,948TotalPaymentsAndCreditsAmt
Es Penalty$54EsPenaltyAmt
Tax Due$5,196TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCOHNREZNICK LLPIndividualWithBooksNm
Phone3108439700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11900 AVENUE OF THE STARS 28TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EILEEN A BROWN
132 SO RODEO DRIVEBEVERLY HILLSCA90212VP, SEC, CFO, DIR1.00$0$0$0
HAROLD A BROWN
132 SO RODEO DRIVEBEVERLY HILLSCA90212PRES, DIR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,699,494AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$282,666AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,982,160TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,982,160AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,732CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,937,428NetVlNoncharitableAssetsAmt
Minimum Investment Return$146,871MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$146,871MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,090TaxBasedOnInvestmentIncomeAmt
Total Tax$12,090TotalTaxAmt
Distributable Before Adj$134,781DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$134,781DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$134,781DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$357,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$357,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$357,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$134,781DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$137,930ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$37,906ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$360,318ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$224,941ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$26,328ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$787,423TotalExcessDistributionCyovAmt
Qualifying Distributions$357,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$134,781AppliedToCurrentYearAmt
Remaining Distri From Corpus$222,719RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,010,142TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$137,930ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$872,212ExcessDistriCyovToNextYrAmt
Excess From Year4$37,906ExcessFromYear4Amt
Excess From Year3$360,318ExcessFromYear3Amt
Excess From Year2$224,941ExcessFromYear2Amt
Excess From Year1$26,328ExcessFromYear1Amt
Excess From Current Year$222,719ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEILEEN A BROWNContributingManagerNm
Contributing ManagerHAROLD A BROWNContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALS ASSOCIATION
28632 ROADSIDE DR 173AGOURA HILLSCA91301N/APUBLIC CHARITYGENERAL PUPOSE-UNRESTRICTED$2,000
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVDLOS ANGELESCA90027N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$20,000
CHRON'S & COLITIS FOUNDATION OF AMERICA
10350 SANTA MONICA BLVD SUITE 120LOS ANGELESCA90025N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$5,000
HOMEBOY INDUSTRIES
130 WEST BRUNO STLOS ANGELESCA90012N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$5,000
INTERNATIONAL MEDICAL CORPS
12400 WILSHIRE BLVD SUITE 1500LOS ANGELESCA90025N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$5,000
JEWISH FAMILY SERVICES
3580 WILSHIRE BLVD STE 700LOS ANGELESCA90010N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$100,000
NATIONAL GAUCHER FOUNDATION
2227 IDLEWOOD ROAD SUITE 6TUCKERGA30084N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$5,000
OCCIDENTAL COLLEGE
1600 CAMPUS ROADLOS ANGELESCA90041N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$100,000
PITZER COLLEGE
1050 N MILLS AVECLAREMONTCA91711N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$70,000
PLANNED PARENTHOOD
400 WEST 30TH STREETLOS ANGELESCA90007N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$10,000
SAVE THE CHILDREN
501 KINGS HIGHWAY EASTFAIRFIELDCT06825N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$25,000
SOUTHERN CALIFORNIA PUBLIC RADIO
474 SO RAYMOND AVEPASADENACA91105N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$5,000
UNITED IN HARMONY
1917 1/2 WESTWOOD BLVD 1LOS ANGELESCA90025N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$500
WEINGART CNETER
566 S SAN PEDRO STLOS ANGELESCA90013N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTIRCTED$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$357,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$149ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$71,139ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$59,228ExclusionAmt

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$130,516ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$130,516TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
EILEEN HAROLD BROWN
1132 SO RODEO DRIVEBEVERLY HILLSCA90212$499,837Yes (X)
EILEEN HAROLD BROWN
2132 SO RODEO DRIVEBEVERLY HILLSCA90212$11,085Yes (X)
EILEEN HAROLD BROWN
3132 SO RODEO DRIVEBEVERLY HILLSCA90212$521,436Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1VARIOUS PUBLC COMPANY STOCKS-SEE 990-PF PART IV FOR DETAIL$499,8372018-06-21
3VARIOUS PUBLC COMPANY STOCKS-SEE 990-PF PART IV FOR DETAIL$521,4362018-11-01

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDS-CHARLES SCHWABCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$3,228,951BookValueAmt
EOYFMV$3,035,219EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescASSET MANAGEMENT FEESDesc
Revenue And Expenses Per Books$18,723RevenueAndExpensesPerBooksAmt
Net Investment Income$18,723NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonHAROLD EILEEN BROWNPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1132 SOUTH RODEO DRIVEAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$6,000$0$0
FRANCHISE TAX BOARD$10$0$0
CALIFORNIA ATTORNEY GENERAL$75$0$0

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