THE EILEEN AND HAROLD BROWN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE EILEEN AND HAROLD BROWN FOUNDATION (EIN 95-3945183)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201613209349103911
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T16:33:19-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-15 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $1,897,575 | 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 | $408,744 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,846 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,846 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,772 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,015,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $232,161 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $471,376 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $288,021 | 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 | $987 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $187 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $187 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,174 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $187 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $455,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $455,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $456,774 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $187 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $455,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,602 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $287,834 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,000 | CashBOYAmt |
| Cash EOY | $6,098 | CashEOYAmt |
| Cash EOYFMV | $6,098 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $431,027 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $244,862 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $244,862 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,766,533 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,843,278 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,646,615 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,204,560 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,094,238 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,897,575 | 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 | $2,204,560 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,094,238 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,204,560 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,094,238 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,204,560 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,094,238 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,204,560 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,602 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,219,162 | SubtotalAmt |
| Other Decreases | $124,924 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,094,238 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (98 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 561.493 SHS HARBOR INTL | 2009-05-01 | 2015-05-08 | $41,003 | $25,714 | $15,289 | $15,289 |
| 1278.77 SHS PRINCIPAL DIVERSIFIED RE A | 2011-09-15 | 2015-07-23 | $14,808 | $15,243 | -$435 | -$435 |
| 993.377 SHS WASATCH LONG SHORT FD | 2011-10-21 | 2015-04-29 | $14,980 | $14,903 | $77 | $77 |
| 2551.02 SHS JP MORGAN STRATEGIC INCOME SLCT | 2011-12-12 | 2015-04-29 | $29,980 | $30,157 | -$177 | -$177 |
| 1345.29 SHS PRINCIPAL DEVERSIFIED RE INST | 2011-12-12 | 2015-10-08 | $14,980 | $15,920 | -$940 | -$940 |
| 10736.199 SHS FPA NEW INCOME CL | 2013-01-08 | 2015-05-11 | $143,718 | $150,000 | -$6,282 | -$6,282 |
| 17897.5 SHS DOUBLELINE TOTAL RETURN | 2013-12-23 | 2015-02-25 | $197,748 | $195,020 | $2,728 | $2,728 |
| 2325.581 SHS DREYFUS STANDISH GLOBAL FIXED INCOME | 2014-08-18 | 2015-07-23 | $49,980 | $51,336 | -$1,356 | -$1,356 |
| 9267.841 SHS VANGUARD TOTAL BOND FUND | 2014-10-22 | 2015-10-07 | $99,980 | $101,422 | -$1,442 | -$1,442 |
| 90 SHS ABBOTT LAB | 2012-04-30 | 2015-05-22 | $4,415 | $2,138 | $2,277 | $2,277 |
| 461 SHS ADVANTAGE OIL & GAS | 2012-04-30 | 2015-05-22 | $2,860 | $1,432 | $1,428 | $1,428 |
| 336 SHS AEGON | 2011-11-28 | 2015-05-22 | $2,669 | $1,354 | $1,315 | $1,315 |
| 82 SHS AIA GROUP | 2012-07-25 | 2015-05-22 | $2,195 | $1,137 | $1,058 | $1,058 |
| 939 SHS ALUMINA LTD | 2012-07-25 | 2015-05-22 | $4,992 | $2,524 | $2,468 | $2,468 |
| 2 SHS AMAZON COM | 2012-07-10 | 2015-05-22 | $3,428 | $1,519 | $1,909 | $1,909 |
| 47 AMERICAN WATER WORKS | 2011-08-05 | 2015-05-22 | $2,474 | $1,295 | $1,179 | $1,179 |
| 24 SHS AMGEN INC | 2013-02-12 | 2015-05-22 | $3,915 | $2,029 | $1,886 | $1,886 |
| 252 APPLE INC | 2011-01-01 | 2015-05-22 | $33,366 | $14,737 | $18,629 | $18,629 |
| 538 SHS BANK OF CHINA | 2011-11-28 | 2015-05-22 | $9,121 | $4,223 | $4,898 | $4,898 |
| 16 SHS ACE LTD | 2010-07-23 | 2015-05-22 | $1,732 | $847 | $885 | $885 |
| 72 SHS ADP | 2010-02-18 | 2015-05-22 | $6,254 | $2,624 | $3,630 | $3,630 |
| 122 SHS AMCOR | 2009-12-23 | 2015-05-22 | $5,334 | $2,680 | $2,654 | $2,654 |
| 45 SHS ANTHEM INC | 2010-07-23 | 2015-05-22 | $7,375 | $2,435 | $4,940 | $4,940 |
| 501 ADVANCED SEMI-CONDUCTOR | 2010-07-09 | 2015-05-22 | $3,490 | $1,487 | $2,003 | $2,003 |
| 63 SHS ACTIVISION | 2010-06-09 | 2015-05-22 | $1,601 | $666 | $935 | $935 |
| 55 SHS BOEING | 2011-09-19 | 2015-05-22 | $7,961 | $3,468 | $4,493 | $4,493 |
| 29 SHS BAYER AG | 2011-11-28 | 2015-05-22 | $4,307 | $1,763 | $2,544 | $2,544 |
| 10 SHS BARD C R | 2009-11-02 | 2015-05-22 | $1,711 | $761 | $950 | $950 |
| 67 SHS BRISTOL MYERS | 2011-08-05 | 2015-05-22 | $4,574 | $1,845 | $2,729 | $2,729 |
| 300 SHS BRIDGESTONE | 2010-07-09 | 2015-05-22 | $5,980 | $2,573 | $3,407 | $3,407 |
| 24 SHS CITIGROUP | 2012-07-10 | 2015-05-22 | $1,317 | $626 | $691 | $691 |
| 107 SHS CBRE GROUG | 2011-10-19 | 2015-05-22 | $4,074 | $1,544 | $2,530 | $2,530 |
| 30 SHS CELGENE CORP | 2013-02-12 | 2015-05-22 | $3,461 | $1,484 | $1,977 | $1,977 |
| 55 SHS COMERICA | 2011-11-23 | 2015-05-22 | $2,676 | $1,238 | $1,438 | $1,438 |
| 32 SHS CANADIAN NATIONAL | 2010-09-09 | 2015-05-22 | $1,929 | $938 | $991 | $991 |
| 73 SHS CAPITAL ONE FINL | 2011-11-23 | 2015-05-22 | $6,203 | $2,886 | $3,317 | $3,317 |
| 260 SHS CISCO SYS | 2011-08-05 | 2015-05-22 | $7,608 | $3,907 | $3,701 | $3,701 |
| 96 SHS CSX CORP | 2010-02-18 | 2015-05-22 | $3,395 | $1,469 | $1,926 | $1,926 |
| 100 SHS CONTINENTAL AG | 2013-04-16 | 2015-05-22 | $4,792 | $2,278 | $2,514 | $2,514 |
| 18 SHS DOMINION RES | 2009-11-02 | 2015-05-22 | $1,282 | $616 | $666 | $666 |
| 49 SHS DU PONT E I | 2009-09-29 | 2015-05-22 | $3,456 | $1,723 | $1,733 | $1,733 |
| 18 DANAHER CORP | 2011-08-05 | 2015-05-22 | $1,556 | $807 | $749 | $749 |
| 26 SHS WALT DISNET | 2013-02-12 | 2015-05-22 | $2,863 | $1,429 | $1,434 | $1,434 |
| 56 SHS DEUTSCHE POST | 2011-11-28 | 2015-05-22 | $1,728 | $802 | $926 | $926 |
| 44 SHS EXPRESS SCRIPTS | 2011-11-23 | 2015-05-22 | $3,984 | $1,753 | $2,231 | $2,231 |
| 111 FIFTH THRID BANC | 2009-12-15 | 2015-05-22 | $2,270 | $1,090 | $1,180 | $1,180 |
| 60 SHS FIRSTSERVICE | 2010-07-09 | 2015-05-22 | $3,793 | $1,251 | $2,542 | $2,542 |
| 68 SHS FUJIFILM HOLDINGS | 2012-11-27 | 2015-05-22 | $2,618 | $1,211 | $1,407 | $1,407 |
| 59 SHS GILEAD SCIENCES | 2013-02-12 | 2015-05-22 | $6,620 | $2,410 | $4,210 | $4,210 |
| 55 SHS GOLDMAN SACHS | 2011-11-23 | 2015-05-22 | $11,359 | $4,842 | $6,517 | $6,517 |
| 150 SHS BIVAUDAN SA | 2010-09-29 | 2015-05-22 | $5,548 | $2,285 | $3,263 | $3,263 |
| 229 SHS HONG KONG EXCH | 2014-02-06 | 2015-05-22 | $8,787 | $3,563 | $5,224 | $5,224 |
| 13 SHS HUBBELL INC | 2011-08-05 | 2015-05-22 | $1,426 | $702 | $724 | $724 |
| 2 SHS HALYARD HEALTH | 2011-08-05 | 2015-05-22 | $75 | $43 | $32 | $32 |
| 7 SHS INTERCONTINENTAL | 2009-09-29 | 2015-05-22 | $1,652 | $667 | $985 | $985 |
| 239 SHS INFINEON TECHNOLOGY | 2009-09-29 | 2015-05-22 | $3,070 | $1,267 | $1,803 | $1,803 |
| 268 SHS ING GROUP | 2013-04-16 | 2015-05-22 | $4,416 | $2,122 | $2,294 | $2,294 |
| 118 SHS INTESA SANPAOLO | 2013-04-16 | 2015-05-22 | $2,601 | $1,156 | $1,445 | $1,445 |
| 161 SHS KAO CORP | 2010-05-11 | 2015-05-22 | $7,199 | $3,532 | $3,667 | $3,667 |
| 392 SHS KOREA ELECTRIC | 2012-05-31 | 2015-05-22 | $8,664 | $3,696 | $4,968 | $4,968 |
| 52 SHS KUBOTA CORP | 2012-06-15 | 2015-05-22 | $4,178 | $2,114 | $2,064 | $2,064 |
| 150 SHS CHINA LIFE INS | 2011-10-24 | 2015-05-22 | $11,288 | $5,357 | $5,931 | $5,931 |
| 58 SHS LENOVO GROUP | 2011-08-15 | 2015-05-22 | $1,927 | $729 | $1,198 | $1,198 |
| 45 SHS LORILLARD | 2011-01-10 | 2015-05-22 | $3,234 | $1,168 | $2,066 | $2,066 |
| 75 SHS L OREAL | 2010-05-11 | 2015-05-22 | $2,880 | $1,474 | $1,406 | $1,406 |
| 41 SHS LUXOTTICA GP | 2011-11-28 | 2015-05-22 | $2,706 | $1,124 | $1,582 | $1,582 |
| 62 SHS MONDELEZ INTL | 2009-09-29 | 2015-05-22 | $2,489 | $1,048 | $1,441 | $1,441 |
| 32 SHS METHANEX CORP | 2011-11-28 | 2015-05-22 | $1,839 | $730 | $1,109 | $1,109 |
| 57 SHS MGM RESORTS | 2009-11-02 | 2015-05-22 | $1,154 | $515 | $639 | $639 |
| 60 SHS 3M | 2011-11-23 | 2015-05-22 | $9,672 | $4,474 | $5,198 | $5,198 |
| 106 SHS MERCK & CO | 2009-09-29 | 2015-05-22 | $6,294 | $3,203 | $3,091 | $3,091 |
| 25 SHS MEADWESTVACO | 2009-11-02 | 2015-05-22 | $1,281 | $517 | $764 | $764 |
| 62 SHS NEXTERA ENERGY | 2012-06-15 | 2015-05-22 | $6,297 | $3,286 | $3,011 | $3,011 |
| 60 SHS NIKE | 2011-08-05 | 2015-05-22 | $6,248 | $2,519 | $3,729 | $3,729 |
| 348 SHS NOKIA CORP | 2013-04-16 | 2015-05-22 | $2,511 | $1,193 | $1,318 | $1,318 |
| 14 SHS NORFOLK SOUTHERN | 2010-02-18 | 2015-05-22 | $1,331 | $694 | $637 | $637 |
| 182 SHS NOVARTIS | 2012-05-31 | 2015-05-22 | $18,927 | $9,011 | $9,916 | $9,916 |
| 45 SHS OMNICOM GROUP | 2009-11-02 | 2015-05-22 | $3,461 | $1,642 | $1,819 | $1,819 |
| 215 SHS ORACLE CORP | 2009-09-29 | 2015-05-22 | $9,439 | $4,545 | $4,894 | $4,894 |
| 321 SHS PFIZER | 2011-08-05 | 2015-05-22 | $11,013 | $5,305 | $5,708 | $5,708 |
| 30 SHS PNC FINL SVCS | 2009-09-29 | 2015-05-22 | $2,852 | $1,453 | $1,399 | $1,399 |
| 128 SHS PUBLICIS S A | 2009-09-29 | 2015-05-22 | $2,674 | $1,290 | $1,384 | $1,384 |
| 5 SHS REGENERON PHARM | 2013-02-12 | 2015-05-22 | $2,572 | $841 | $1,731 | $1,731 |
| 12 SHS REINSURANCE GROUP | 2009-11-02 | 2015-05-22 | $1,129 | $550 | $579 | $579 |
| 106 SHS ROHM CO | 2012-11-27 | 2015-05-22 | $3,666 | $1,499 | $2,167 | $2,167 |
| 45 SHS SINOPECD SHANGHAI | 2012-07-25 | 2015-05-22 | $2,356 | $812 | $1,544 | $1,544 |
| 164 SHS SK TELEFCOM | 2012-07-25 | 2015-05-22 | $4,334 | $2,197 | $2,137 | $2,137 |
| 86 SHS SLM CORP | 2011-11-23 | 2015-05-22 | $883 | $377 | $506 | $506 |
| 23 SHS STRYKER | 2009-09-29 | 2015-05-22 | $2,209 | $1,048 | $1,161 | $1,161 |
| 57 SHS TOKIO MARINE | 2012-05-31 | 2015-05-22 | $2,302 | $1,228 | $1,074 | $1,074 |
| 18 SHS TOYOTA MOTOR | 2012-01-04 | 2015-05-22 | $2,482 | $1,233 | $1,249 | $1,249 |
| 87 SHS TEXAS INSTRUMENTS | 2009-09-29 | 2015-05-22 | $4,816 | $2,049 | $2,767 | $2,767 |
| 24 SHS UNITED HEALTH GROUP | 2013-02-12 | 2015-05-22 | $2,861 | $1,371 | $1,490 | $1,490 |
| 121 SHS US BANCORP | 2009-09-29 | 2015-05-22 | $5,291 | $2,679 | $2,612 | $2,612 |
| 230 SHS UNITED UTILITIES | 2009-09-29 | 2015-05-22 | $7,126 | $3,335 | $3,791 | $3,791 |
| 76 SHS VALEO | 2013-04-16 | 2015-05-22 | $6,301 | $1,987 | $4,314 | $4,314 |
| 18 SHS VALEANT PHARM | 2013-02-12 | 2015-05-22 | $4,264 | $1,216 | $3,048 | $3,048 |
| 12 SHS WATERS CORP | 2009-09-29 | 2015-05-22 | $1,592 | $669 | $923 | $923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $232,161 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $125,676 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,868,116 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067274 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $194,086 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,342,081 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.144616 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $116,260 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $937,639 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.123992 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $149,248 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $775,896 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.192356 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $103,380 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $798,153 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.129524 | DistributionYr5Rt |
| Total Distribution | 0.657762 | TotalDistributionRt |
| Average Distribution | 0.131552 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,963,190 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $258,262 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,878 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $261,140 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $455,600 | 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 | $2,878 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,878 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,878 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,640 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $6,400 | AppliedToEsTaxAmt |
| Total Payments And Credits | $12,040 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,162 | OverpaymentAmt |
| Applied To ES Tax | $9,162 | 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 | 0 | 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 | $1,711,984 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $281,102 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,993,086 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,993,086 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,896 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,963,190 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,160 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,160 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,878 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,878 | TotalTaxAmt |
| Distributable Before Adj | $95,282 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $95,282 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $95,282 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $455,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $455,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,878 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $452,722 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,282 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $65,776 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $113,777 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $70,229 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $137,930 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $37,906 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $425,618 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $455,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $95,282 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $360,318 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $785,936 | 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 | $65,776 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $720,160 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $113,777 | ExcessFromYear4Amt |
| Excess From Year3 | $70,229 | ExcessFromYear3Amt |
| Excess From Year2 | $137,930 | ExcessFromYear2Amt |
| Excess From Year1 | $37,906 | ExcessFromYear1Amt |
| Excess From Current Year | $360,318 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CARLETON COLLEGE | ||||||
| ONE NORTH COLLEGE ST | NORTHFIELD | MN | 55057 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $1,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||
| 4650 Sunset Boulevard | LOS ANGELES | CA | 90027 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $15,000 |
| CROHNS & COLITIS FOUNDATION | ||||||
| 10350 SANTA MONICA BLVD SUITE 120 | LOS ANGELES | CA | 90025 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $5,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 7TH AVE 2ND FLR | NEW YORK | NY | 10001 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $500 |
| EBELL OF LOS ANGELES | ||||||
| 741 S LUCERNE BLVD | LOS ANGELES | CA | 90005 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $100 |
| FACING HISTORY AND OURSELVES | ||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $3,000 |
| HELPUSADOPTORG | ||||||
| PO BOX 787 | NEW YORK | NY | 10150 | PUBLIC CHARITY | GENERAL PUPOSE-UNRESTRICTED | $500 |
| HOMEBOY INDUSTRIES | ||||||
| 130 WEST BRUNO ST | LOS ANGELES | CA | 90012 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $1,000 |
| JEWISH FAMILY SERVICES | ||||||
| 3580 WILSHIRE BLVD STE 700 | LOS ANGELES | CA | 90010 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $270,000 |
| LOS ANGELES REGIONAL FOODBANK | ||||||
| 1734 E 41ST ST | LOS ANGELES | CA | 90058 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $500 |
| NATIONAL GAUCHER | ||||||
| 2227 IDLEWOOD ROAD | TUCKER | GA | 30084 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $10,000 |
| OCCIDENTAL COLLEGE | ||||||
| 1600 CAMPUS ROAD | LOS ANGELES | CA | 90041 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $70,000 |
| PENTACLE | ||||||
| 3201-B S LA CIENEGA BLVE | LOS ANGELES | CA | 90016 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $500 |
| PITZER COLLEGE | ||||||
| 1050 N Mills Ave | CLAREMONT | CA | 91711 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $35,000 |
| PLANNED PARENTHOOD | ||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $1,000 |
| SAVE THE CHILDREN | ||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $15,000 |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||
| 474 SO RAYMOND AVE | PASADENA | CA | 91105 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $1,000 |
| THE HAVERFORD FUND | ||||||
| 450 LANCASTER AVE | HAVERFORD | PA | 19041 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $25,000 |
| UCLA ART OF THE BRAIN | ||||||
| 10920 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $500 |
| UCLA FOUNDATION | ||||||
| 10920 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $500 |
| UNITED IN HARMONY | ||||||
| PO BOX 34456 | LOS ANGELES | CA | 90034 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $455,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,846 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,772 | 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 | $62,632 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,632 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | EILEEN HAROLD BROWN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 SO RODEO DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $408,744 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
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 | $408,744 | FairMarketValueAmt |
| Received | 2015-05-28 | 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 | $1,843,278 | BookValueAmt |
| EOYFMV | $1,646,615 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TAX DIFFERENCE FROM DONATED STOCK SALES | Desc |
| Amt | $124,924 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSET MANAGEMENT FEES | $150 | $150 | $0 |
| ADR FEES | $37 | $37 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD EILEEN BROWN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 SOUTH RODEO DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $902 | $0 | $0 |
| FRANCHISE TAX BOARD | $10 | $0 | $0 |
| CALIFORNIA ATTORNEY GENERAL | $75 | $0 | $0 |
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