THE EILEEN AND HAROLD BROWN FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE EILEEN AND HAROLD BROWN FOUNDATION (EIN 95-3945183)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-13
IRS object ID
201713179349101356
Schema version
2016v3.0
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)
Return2017-11-13T11:47:44-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 AVENUE OF THE STARS 28TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonARNOLD ANISGARTENPreparerPersonNm
PTINP00227735PTIN
Phone3108439700PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.77.76.5IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-09IPDt
IP Tm10:36:19IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdD5C03224B797367BBEC7C69A253F864312EC00C5AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,201,892FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$508,352ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$20InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$39,074DividendsRevAndExpnssAmt
Dividends Net Invst Incm$39,074DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$30,672NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$771,231GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$186,961CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$516,774TotalRevAndExpnssAmt
Total Net Invst Incm$226,055TotalNetInvstIncmAmt
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$6,485TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,635TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$316,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$316,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$323,135TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$316,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$193,639ExcessRevenueOverExpensesAmt
Net Investment Income$226,055NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,098CashBOYAmt
Cash EOY$2,198CashEOYAmt
Cash EOYFMV$2,198CashEOYFMVAmt
Sav And Temp Cash Invst BOY$244,862SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$410,886SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$410,886SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,843,278OtherInvestmentsBOYAmt
Other Investments EOY$1,874,793OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,788,808OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,094,238TotalAssetsBOYAmt
Total Assets EOY$2,287,877TotalAssetsEOYAmt
Total Assets EOYFMV$2,201,892TotalAssetsEOYFMVAmt
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$2,094,238RetainedEarningBOYAmt
Retained Earning EOY$2,287,877RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,094,238TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,287,877TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,094,238TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,287,877TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,094,238TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$193,639ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,287,877SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,287,877TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (89 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
1066 SHS WISDOMTREE EUROPE HEDGED EQUITY2015-05-042016-07-27$55,850$70,014-$14,164-$14,164
3116.91 SHS PARAMETRIC EMERGING MARKET2011-02-172016-12-28$39,181$46,031-$6,850-$6,850
3614.26 SHS PRINCIPAL DIVERSIFIED RE INST2011-12-122016-10-25$40,026$42,769-$2,743-$2,743
2871.42 SHS WASATCH LONG SHORT FUND2011-10-212016-03-14$31,996$43,079-$11,083-$11,083
2801.83 SHS JP MORGAN STRATEGIC INCOME OPP2011-12-122016-03-01$30,716$33,122-$2,406-$2,406
2092.37 SHS DREYFUS STANDISH GLOBAL FIXED INCOME2014-08-182016-06-16$45,280$46,188-$908-$908
1363.636 SHS VANGUARD TOTAL BOND FUND2014-10-222016-10-25$14,980$14,923$57$57
38 SHS AMEREN CORP2009-11-022016-12-05$1,859$917$942$942
39 SHS AMERICAN ELEC PWR INC2009-11-022016-12-05$2,286$1,198$1,088$1,088
33 SHS AMAZON.COM INC2012-07-102016-12-05$25,024$10,440$14,584$14,584
34 SHS AMPHENOL CORP2014-06-032016-12-05$2,292$1,194$1,098$1,098
96 SHS APOGEE ENTERPRISES2014-06-032016-12-05$4,667$2,841$1,826$1,826
7 SHS ADVANSIX INC2013-02-122016-12-05$129$87$42$42
230 SHS ALLIANZ SE2011-09-202016-12-05$3,733$2,061$1,672$1,672
176 SHS BANK OF AMERICA2012-10-152016-12-05$3,826$1,637$2,189$2,189
90 SHS BAKER HUGHES INC2012-07-102016-12-05$5,930$3,517$2,413$2,413
17 SHS BERKSHIRE HATHAWAY B2013-02-122016-12-05$2,704$1,664$1,040$1,040
562 SHS BYD CO LTD2015-08-212016-12-05$6,315$4,439$1,876$1,876
10 SHS CATERPILLAR INC2009-11-022016-12-05$935$554$381$381
23 SHS CHECK POINT SOFTWARE2013-04-162016-12-05$1,908$1,057$851$851
176 SHS CK HUTCHINSON HOLDINGS2012-05-312016-12-05$2,107$1,260$847$847
60 SHS COLGATE PALMOLIVE2009-09-292016-12-05$3,873$2,417$1,456$1,456
88 SHS COMCAST CORP2013-02-122016-12-05$6,051$3,423$2,628$2,628
531 SHS COPART INC2015-09-242016-12-05$29,005$18,400$10,605$10,605
65 SHS CISCO SYSTEMS2012-01-152016-12-05$1,911$1,204$707$707
21 SHS DUPONT EI DE NEMOURS2011-11-232016-12-05$1,529$884$645$645
58 SHS DOW CHEMICAL2013-04-162016-12-05$3,243$1,770$1,473$1,473
15 SHS DUKE ENERGY2009-11-022016-12-05$1,093$712$381$381
56 SHS ESCO TECHNOLOGIES INC2014-10-142016-12-05$8,079$4,853$3,226$3,226
145 SHS FACEBOOK INC2014-10-142016-12-05$16,946$10,902$6,044$6,044
142 SHS FIFTH THIRD BANCORP2011-10-192016-12-05$3,698$1,546$2,152$2,152
142 SHS FRESENIUS MED CARE2009-09-292016-12-05$5,574$3,515$2,059$2,059
103 SHS GENERAL ELECTRIC CO2010-02-182016-12-05$3,205$1,859$1,346$1,346
44 SHS GENERAL MILLS INC2009-09-292016-12-05$2,679$1,415$1,264$1,264
97 SHS CORNING INC2013-03-152016-12-05$2,294$1,252$1,042$1,042
49 SHS GENERAL MOTORS CO2012-07-102016-12-05$1,712$981$731$731
24 SHS ALPHABET INC2012-10-152016-12-05$18,373$9,159$9,214$9,214
38 SHS HDFC BANK LTD2012-07-252016-12-05$2,395$1,260$1,135$1,135
421 SHS POWER ASSETS HOLDINGS LTD2009-09-292016-12-05$3,856$2,286$1,570$1,570
18 SHS HONEYWELL INTL2013-02-122016-12-05$2,027$1,260$767$767
23 SHS HELMERICH & PAYNE2012-07-102016-12-05$1,872$979$893$893
124 SHS IMPERIAL BRANDS PLC2010-05-112016-12-05$5,330$3,466$1,864$1,864
227 SHS INTEL CORP2000-07-282016-12-05$7,781$3,992$3,789$3,789
12 SHS INDIVIOR PLC2013-02-122016-12-05$233$131$102$102
86 SHS JOHNSON & JOHNSON2009-09-292016-12-05$9,609$5,309$4,300$4,300
26 SHS KAO CORP2012-04-302016-12-05$1,176$697$479$479
23 SHS KIMBERLY CLARK CORP2011-08-052016-12-05$2,598$1,414$1,184$1,184
232 SHS COCA COLA CO2009-09-292016-12-05$9,416$6,193$3,223$3,223
113 SHS LENNOX INTL INC2015-01-072016-12-05$16,922$11,034$5,888$5,888
603 SHS LOUISIANA PAC CORP2014-10-102016-12-05$12,242$7,838$4,404$4,404
46 SHS MCDONALDS CORP2009-09-292016-12-05$5,500$2,653$2,847$2,847
149 SHS MICROCHIP TECHNOLOGY2015-08-062016-12-05$9,436$6,391$3,045$3,045
35 SHS MICHELIN COMPAGNIE GEN2011-11-282016-12-05$754$419$335$335
78 SHS MOHAWK INDS INC2014-10-142016-12-05$15,189$10,055$5,134$5,134
29 SHS MAKITA CORP2010-07-092016-12-05$1,975$849$1,126$1,126
22 SHS MERCK & CO INC2011-11-232016-12-05$1,312$735$577$577
236 SHS MICROSOFT CORP2011-08-052016-12-05$14,180$6,374$7,806$7,806
340 SHS NIPPON TELEG & TEL CORP2010-05-112016-12-05$13,664$7,329$6,335$6,335
79 SHS UNIVERSAL DISPLAY CORP2014-06-032016-12-05$4,321$2,049$2,272$2,272
428 SHS ORMAT TECHNOLOGIES INC2014-10-102016-12-05$20,558$11,295$9,263$9,263
2 SHS PRICELINE GROUP2013-02-122016-12-05$2,979$1,408$1,571$1,571
41 SHS PEPSICO INC2009-11-022016-12-05$4,115$2,398$1,717$1,717
45 SHS KONINKLIJKE PHILIPS2011-11-282016-12-05$1,293$835$458$458
32 SHS PNC FINANCIAL SERVICES2011-11-232016-12-05$3,558$1,578$1,980$1,980
146 SHS POWER INTEGRATIONS INC2015-08-062016-12-05$9,431$5,602$3,829$3,829
25 SHS PRUDENTIAL FINANCIAL2013-04-162016-12-05$2,547$1,417$1,130$1,130
112 SHS RELX PLC2013-02-122016-12-05$1,922$1,206$716$716
101 SHS ROYAL BANK OF CANADA2011-11-282016-12-05$6,713$4,359$2,354$2,354
108 SHS SAFRAN SA2013-02-122016-12-05$1,895$1,214$681$681
258 SHS SIBANYE GOLD LTD2013-04-162016-12-05$2,133$1,173$960$960
20 SHS SIMON PROPERTY GROUP2011-08-052016-12-05$3,594$2,080$1,514$1,514
209 SHS SILICONWARE PRECISION INC2012-07-252016-12-05$1,525$941$584$584
686 SHS SOCIEDAD QUIMICA MINER2015-08-062016-12-05$20,469$9,709$10,760$10,760
89 SHS SHISEIDO COMPANY LTD2012-11-272016-12-05$2,282$1,255$1,027$1,027
72 SHS SEVEN & I HOLDINGS CO LTD2010-07-092016-12-05$1,353$836$517$517
405 SHS TENCENT HOLDINGS2015-09-242016-12-05$9,966$6,799$3,167$3,167
16 SHS T ROWE PRICE GROUP2009-09-292016-12-05$1,200$739$461$461
114 SHS TAIWAN SEMICONDUCTOR2013-07-242016-12-05$3,295$1,937$1,358$1,358
97 SHS UNITED HEALTH GROUP2014-10-142016-12-05$15,190$9,130$6,060$6,060
62 SHS UNITED PARCEL SERVICE2010-08-182016-12-05$7,217$3,575$3,642$3,642
27 SHS UNITED BANCORP2011-08-052016-12-05$1,351$647$704$704
44 SHS VISA INC2013-02-122016-12-05$3,394$1,727$1,667$1,667
672 SHS VALEO SA2014-10-102016-12-05$19,198$11,317$7,881$7,881
774 SHS VESTAS WIND SYS AS UTD2014-10-102016-12-05$16,324$7,862$8,462$8,462
59 SHS VERIZON COMMUNICATIONS2010-07-232016-12-05$2,936$1,648$1,288$1,288
94 SHS WELLS FARGO BANK2012-07-102016-12-05$5,083$3,120$1,963$1,963
60 SHS WOLTERS KLUWER2013-02-122016-12-05$2,105$1,228$877$877
252 SHS WOODWARD INC2014-06-032016-12-05$17,383$11,238$6,145$6,145
Capital Gains Dividends$7,425$7,425$7,425P
FieldValueIRS element (for citing)
Capital Gain Net Income$186,961CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$452,722AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,963,190NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.230605DistributionYr1Rt
Adjusted Qlfy Distri Yr2$125,676AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,868,116NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.067274DistributionYr2Rt
Adjusted Qlfy Distri Yr3$194,086AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,342,081NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.144616DistributionYr3Rt
Adjusted Qlfy Distri Yr4$116,260AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$937,639NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.123992DistributionYr4Rt
Adjusted Qlfy Distri Yr5$149,248AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$775,896NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.192356DistributionYr5Rt
Total Distribution0.758843TotalDistributionRt
Average Distribution0.151769AverageDistributionRt
Net Vl Noncharitable Assets$1,876,408NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$284,781AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,261NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$287,042AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$316,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,261InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,261SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,261TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,162EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9,162TotalPaymentsAndCreditsAmt
Overpayment$6,901OverpaymentAmt
Applied To ES Tax$6,901AppliedToESTaxAmt
Refund$0RefundAmt

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

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$1,654,760AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$250,223AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,904,983TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,904,983AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,575CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,876,408NetVlNoncharitableAssetsAmt
Minimum Investment Return$93,820MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$93,820MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,261TaxBasedOnInvestmentIncomeAmt
Total Tax$2,261TotalTaxAmt
Distributable Before Adj$91,559DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$91,559DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$91,559DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$316,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$316,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,261PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$314,239AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$91,559DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$113,777ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$70,229ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$137,930ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$37,906ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$360,318ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$720,160TotalExcessDistributionCyovAmt
Qualifying Distributions$316,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$91,559AppliedToCurrentYearAmt
Remaining Distri From Corpus$224,941RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$945,101TotalCorpusAmt
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$113,777ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$831,324ExcessDistriCyovToNextYrAmt
Excess From Year4$70,229ExcessFromYear4Amt
Excess From Year3$137,930ExcessFromYear3Amt
Excess From Year2$37,906ExcessFromYear2Amt
Excess From Year1$360,318ExcessFromYear1Amt
Excess From Current Year$224,941ExcessFromCurrentYearAmt

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 (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CROHNS & COLITIS FOUNDATION
10350 SANTA MONICA BLVD SUITE 120LOS ANGELESCA90025N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$12,000
FACING HISTORY AND OURSELVES
16 HURD ROADBROOKLINEMA02445N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$1,000
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$7,500
JEWISH FAMILY SERVICES
3580 WILSHIRE BLVD STE 700LOS ANGELESCA90010N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$5,000
OCCIDENTAL COLLEGE
1600 CAMPUS ROADLOS ANGELESCA90041N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$120,000
PITZER COLLEGE
1050 N Mills AveCLAREMONTCA91711N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$85,000
PLANNED PARENTHOOD
400 WEST 30TH STREETLOS ANGELESCA90007N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$10,000
SAVE THE CHILDREN
501 KINGS HIGHWAY EASTFAIRFIELDCT06825N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$20,000
SCHWAB CHARITABLE FUND
211 MAIN STREETSAN FRANCISCOCA94105N/APUBLIC CHARITYGENERAL PUPOSE-UNRESTRICTED$50,000
SOUTHERN CALIFORNIA PUBLIC RADIO
474 SO RAYMOND AVEPASADENACA91105N/APUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$316,500TotalGrantOrContriPdDurYrAmt
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$20ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,074ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$30,672ExclusionAmt

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$8,422ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,422TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
EILEEN HAROLD BROWN
1132 SO RODEO DRIVEBEVERLY HILLSCA90212$505,777Yes (X)
EILEEN HAROLD BROWN
2132 SO RODEO DRIVEBEVERLY HILLSCA90212$2,575Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyVARIOUS PUBLC COMPANY STOCKS-SEE 990-PF PART IV FOR DETAILNoncashPropertyDesc
Fair Market Value$505,777FairMarketValueAmt
Received2016-11-23ReceivedDt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDS-CHARLES SCHWABCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$1,874,793BookValueAmt
EOYFMV$1,788,808EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescASSET MANAGEMENT FEESDesc
Revenue And Expenses Per Books$150RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
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$6,400$0$0
FRANCHISE TAX BOARD$10$0$0
CALIFORNIA ATTORNEY GENERAL$75$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.