THE EILEEN AND HAROLD BROWN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE EILEEN AND HAROLD BROWN FOUNDATION (EIN 95-3945183)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-08
- IRS object ID
- 201823129349100517
- Schema version
- 2017v2.3
- 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 | 2018-11-08T09:36:50-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 AVENUE OF THE STARS 28TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARNOLD ANISGARTEN | PreparerPersonNm |
| PTIN | P00227735 | PTIN |
| Phone | 3108439700 | PhoneNum |
| Preparation | 2018-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.3.217.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-05 | IPDt |
| IP Tm | 10:06:40 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A999648B7C0F94429496C189B46642AFC33E1A30 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,871,741 | 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 | $501,750 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $50,857 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,857 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,972 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $519,705 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $246,945 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $574,579 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $297,802 | 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 | $85 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $235 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $140,735 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $140,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $433,844 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $297,652 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,198 | CashBOYAmt |
| Cash EOY | $2,198 | CashEOYAmt |
| Cash EOYFMV | $2,198 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $410,886 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $230,798 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $230,798 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,874,793 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,488,725 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,638,745 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,287,877 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,721,721 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,871,741 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,287,877 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,721,721 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,287,877 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,721,721 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,287,877 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,721,721 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,287,877 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $433,844 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,721,721 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,721,721 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6 SHS CHARTER COMMUNICATIONS | D | 2013-02-12 | 2017-10-05 | $2,236 | $527 | $1,709 | $1,709 |
| 2989 SHS BANCO BRADESCO | D | 2016-01-27 | 2017-10-05 | $34,973 | $10,418 | $24,555 | $24,555 |
| 192 SHS NINTENDO | D | 2016-01-27 | 2017-10-05 | $9,200 | $3,168 | $6,032 | $6,032 |
| 129 SHS ALIBABA GROUP | D | 2016-03-04 | 2017-10-05 | $23,013 | $9,360 | $13,653 | $13,653 |
| 47 SHS CREDICORP | D | 2016-01-19 | 2017-10-05 | $9,837 | $4,109 | $5,728 | $5,728 |
| 372 SHS TENCENT HOLDINGS | D | 2016-03-04 | 2017-10-05 | $16,891 | $7,142 | $9,749 | $9,749 |
| 1043 BARRICK GOLD CORP | D | 2015-12-18 | 2017-10-05 | $17,104 | $7,671 | $9,433 | $9,433 |
| 646 SHS VMWARE INC | D | 2016-03-15 | 2017-10-05 | $72,016 | $32,794 | $39,222 | $39,222 |
| 35 SHS NETFLIX | D | 2016-05-26 | 2017-10-05 | $6,694 | $3,078 | $3,616 | $3,616 |
| 925 SHS KB HOME | D | 2016-01-19 | 2007-10-05 | $23,651 | $9,119 | $14,532 | $14,532 |
| 1262 SHS COMPANHIA PARANAENSE | D | 2016-01-19 | 2017-10-05 | $11,606 | $5,576 | $6,030 | $6,030 |
| 996 SHS STANDARD BK GROUP | D | 2016-01-19 | 2017-10-05 | $11,847 | $6,034 | $5,813 | $5,813 |
| 160 SHS VINCI S A | D | 2013-04-16 | 2017-10-05 | $3,737 | $1,878 | $1,859 | $1,859 |
| 932 SHS COMMERZBANK AG | D | 2016-07-29 | 2017-10-05 | $12,705 | $6,189 | $6,516 | $6,516 |
| 424 SHS SHOPRITE HOLDINGS | D | 2016-01-19 | 2017-10-05 | $6,520 | $3,289 | $3,231 | $3,231 |
| 1072.627 PARAMETRIC TAX MANAGED | P | 2006-02-16 | 2017-11-22 | $250,000 | $162,408 | $87,592 | $87,592 |
| CAPITAL GAINS DIVIDENDS | P | $7,675 | $7,675 | $7,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $246,945 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $314,239 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,876,408 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.167468 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $452,722 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,963,190 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.230605 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $125,676 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,868,116 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067274 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $194,086 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,342,081 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.144616 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $116,260 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $937,639 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.123992 | DistributionYr5Rt |
| Total Distribution | 0.733955 | TotalDistributionRt |
| Average Distribution | 0.146791 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,402,507 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $352,666 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,977 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $355,643 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $140,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,953 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,953 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,953 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,901 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,901 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $948 | OverpaymentAmt |
| Applied To ES Tax | $948 | 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 | COHNREZNICK LLP | IndividualWithBooksNm |
| Phone | 3108439700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 AVENUE OF THE STARS 28TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 |
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 | $2,092,485 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $346,608 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,439,093 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,439,093 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,586 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,402,507 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,125 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,125 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,953 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,953 | TotalTaxAmt |
| Distributable Before Adj | $114,172 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,172 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,172 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $140,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $140,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $140,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,172 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $70,229 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $137,930 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,906 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $360,318 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $224,941 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $831,324 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $140,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $114,172 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,328 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $857,652 | 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 | $70,229 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $787,423 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $137,930 | ExcessFromYear4Amt |
| Excess From Year3 | $37,906 | ExcessFromYear3Amt |
| Excess From Year2 | $360,318 | ExcessFromYear2Amt |
| Excess From Year1 | $224,941 | ExcessFromYear1Amt |
| Excess From Current Year | $26,328 | 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | |||||||
| 28632 ROADSIDE DR 173 | AGOURA HILLS | CA | 91301 | N/A | PUBLIC CHARITY | GENERAL PUPOSE-UNRESTRICTED | $2,000 |
| CALTECH | |||||||
| 1200 E CALIFORNIA BLVD MC 5-32 | PASADENA | CA | 91125 | N/A | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTIRCTED | $25,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | N/A | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $15,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | N/A | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $1,000 |
| HELPUSADOPTORG | |||||||
| PO BOX 787 | NEW YORK | NY | 10150 | N/A | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $500 |
| HOMEBOY INDUSTRIES | |||||||
| 130 WEST BRUNO ST | LOS ANGELES | CA | 90012 | N/A | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $5,000 |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | N/A | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $5,000 |
| JEWISH FAMILY SERVICES | |||||||
| 3580 WILSHIRE BLVD STE 700 | LOS ANGELES | CA | 90010 | N/A | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $1,000 |
| PEF ISRAEL ENDOWMENT FUND | |||||||
| 630 THIRD AVE STE 501 | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $500 |
| PITZER COLLEGE | |||||||
| 1050 N MILLS AVE | CLAREMONT | CA | 91711 | N/A | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $25,000 |
| PLANNED PARENTHOOD | |||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | N/A | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $5,000 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | N/A | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $50,000 |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 SO RAYMOND AVE | PASADENA | CA | 91105 | N/A | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $5,000 |
| THE TEEN PROJECT | |||||||
| 8140 SUNLAND BLVD | SUN VALLEY | CA | 91352 | N/A | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,500 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,857 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,972 | 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 | $72,829 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,829 | 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 (2 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 | $501,665 | Yes (X) | |
| EILEEN HAROLD BROWN | |||||||
| 2 | 132 SO RODEO DRIVE | BEVERLY HILLS | CA | 90212 | $85 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS PUBLC COMPANY STOCKS-SEE 990-PF PART IV FOR DETAIL | NoncashPropertyDesc |
| Fair Market Value | $501,655 | FairMarketValueAmt |
| Received | 2017-10-05 | ReceivedDt |
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 | $2,488,725 | BookValueAmt |
| EOYFMV | $2,638,745 | 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 | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $150 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $0 | $0 |
| CALIFORNIA ATTORNEY GENERAL | $75 | $0 | $0 |
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