IKE AND CANDY BROWN FAMILYFOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- IKE AND CANDY BROWN FAMILYFOUNDATION (EIN 20-5265609)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201713199349104016
- Schema version
- 2016v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T15:42:16-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205265609 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ike and Candy Brown Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % IKE BROWN | InCareOfNm |
| Business Name Control | IKEA | BusinessNameControlTxt |
| Phone | 2149871700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5430 Palomar | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75229 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IKE BROWN | PersonNm |
| Person Title | officer | PersonTitleTxt |
| Phone | 2149871700 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jared Szychter | PreparerPersonNm |
| PTIN | P00743296 | PTIN |
| Phone | 2155614200 | PhoneNum |
| Preparation | 2017-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.69.39.117 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 23695320173195000062 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 585A28526E0AE2E2D284C17CEEE8F25490CB42CF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 45386B8DCC16ED37C737A951645EAC59EED491D6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,029,994 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $399,173 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,980 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,980 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,772 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,772 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $134,806 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,220,414 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $134,806 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $565,731 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,558 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,896 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $409 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,369 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,369 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,265 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,778 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $225,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $225,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $238,265 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,778 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $225,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $327,466 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,780 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,376 | CashBOYAmt |
| Cash EOY | $406,658 | CashEOYAmt |
| Cash EOYFMV | $406,658 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,211,627 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,015,280 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,456,944 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $136,199 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $166,807 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $166,392 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,422,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,588,745 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,029,994 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,422,202 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,588,745 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,422,202 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,588,745 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,422,202 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,588,745 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,422,202 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $327,466 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,749,668 | SubtotalAmt |
| Other Decreases | $160,923 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,588,745 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH | D | 2016-12-31 | $325,262 | $319,931 | $7,375 | $5,331 |
| MERRILL LYNCH | D | 2016-12-31 | $895,152 | $769,319 | $125,967 | $125,833 |
| CAPITAL GAIN DIVIDENDS | P | $1,464 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $134,806 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $350,940 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,353,299 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.259322 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $161,720 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $170,830 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $22,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $865,725 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02599 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $34,647 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $481,665 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071932 | DistributionYr5Rt |
| Total Distribution | 0.357244 | TotalDistributionRt |
| Average Distribution | 0.071449 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,530,080 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $109,323 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,558 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $110,881 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $225,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,558 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,558 | SubtotalAmt |
| Tax Based On Investment Income | $1,558 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $48 | EsPenaltyAmt |
| Overpayment | $1,394 | OverpaymentAmt |
| Applied To ES Tax | $1,394 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IKE BROWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2149871700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5430 PALOMAR | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ike Brown | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5430 Palomar | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,432,955 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,426 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,553,381 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,553,381 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,301 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,530,080 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,558 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,558 | TotalTaxAmt |
| Distributable Before Adj | $74,946 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $74,946 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $74,946 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $225,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $225,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,558 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $223,442 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,946 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,770 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $171,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $162,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $289,111 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $632,881 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $225,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $74,946 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $150,054 | RemainingDistriFromCorpusAmt |
| Total Corpus | $782,935 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,770 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $772,165 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $171,000 | ExcessFromYear3Amt |
| Excess From Year2 | $162,000 | ExcessFromYear2Amt |
| Excess From Year1 | $289,111 | ExcessFromYear1Amt |
| Excess From Current Year | $150,054 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Ike and Candy Brown | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5430 Palomar | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2146915106 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION HAS NO REQUIRED FORM ON WHICH APPLICATIONS SHOULD BE SUBMITTED. ALL INFORMATION THAT THE REQUESTING ORGANIZATIONS DEEP APPROPRIATE SHOULD BE SUBMITTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION WILL BE CONSIDERED WHEN RECEIVED | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OTHER THAN THEY BE FOR QUALIFIED USE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| National Jewish Hospital | |||||||
| 1400 Jackson St | Denver | CO | 80206 | none | PC | general fund | $100,000 |
| Dallas Holocaust Museum | |||||||
| 211 N Record St 100 | Dallas | TX | 75202 | none | PC | general fund | $75,000 |
| Congregation Shearith Isreal | |||||||
| 9401 Douglas Ave | Dallas | TX | 75225 | none | PC | assistance with charitable purposes | $25,000 |
| Mayo Clinic | |||||||
| 5777 E Mayo Blvd | Phoenix | AZ | 85054 | none | PC | assistance for charitable purposes | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $225,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,980 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 20 | ExclusionCd |
| Exclusion | $27,772 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $134,806 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $166,558 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,558 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Ike Candy Brown | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5430 Palomar | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $399,173 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH | StockNm |
| EOY Book Value | $1,015,280 | EOYBookValueAmt |
| EOYFMV | $1,456,944 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $166,807 | BookValueAmt |
| EOYFMV | $166,392 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN(LOSS) | Desc |
| Amt | $160,923 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERRILL LYNCH ACCOUNT FEES | Desc |
| Revenue And Expenses Per Books | $10,369 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,369 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2015 RETURN | $2,487 | |
| FOREIGN TAXES | $409 | $409 |
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