BROWN FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BROWN FOUNDATION INC (EIN 22-2663141)
- Tax period
- 2014-12-01 to 2015-11-30
- Filed
- 2016-10-13
- IRS object ID
- 201632879349100513
- Schema version
- 2014v6.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Land Schedule2
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-13T14:29:24-05:00 | ReturnTs |
| Tax Period End | 2015-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462400857 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222663141 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROW | BusinessNameControlTxt |
| Phone | 2018630099 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 CEDAR LANE | AddressLine1Txt |
| City | TEANECK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07666 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2014997071 | PhoneNum |
| Signature | 2016-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSHUA K MALARSKY | PreparerPersonNm |
| PTIN | P01259516 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2016-10-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $7,299,623 | 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 | $1,587,830 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,276 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,276 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $268,793 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $268,793 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $82,362 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $82,362 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $66,252 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $141,552 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $141,552 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $141,552 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,082,813 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $494,983 | 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 |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,037 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,312 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $13,381 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $13,381 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $940 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $940 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $517 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $477 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,875 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,110 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $635,446 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $635,446 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $663,321 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,110 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $635,446 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,419,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $478,873 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $892,012 | CashBOYAmt |
| Cash EOY | $1,147,380 | CashEOYAmt |
| Cash EOYFMV | $1,147,380 | CashEOYFMVAmt |
| Invst Land Cost Or Other Basis | $460,988 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $327,005 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $147,364 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $133,983 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $133,983 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $3,470,301 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,632,372 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,471,769 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $546,491 | OtherAssetsBOYAmt |
| Other Assets EOY | $546,491 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $546,491 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,056,168 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,460,226 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,299,623 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $226 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $226 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,500 | 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 | $5,055,942 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,455,726 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,055,942 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,455,726 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,056,168 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,460,226 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,055,942 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,419,492 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,475,434 | SubtotalAmt |
| Other Decreases | $19,708 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,455,726 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| HOME PROPERTIES INC | D | 2008-11-21 | 2015-10-09 | $132,270 | $132,270 | $132,270 |
| HOME PROPERTIES INC | D | 2015-07-06 | 2015-10-09 | $9,282 | $9,282 | $9,282 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $141,552 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $442,081 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,466,624 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080869 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $413,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,975,639 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.103883 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $183,869 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,728,532 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067388 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $507,095 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,881,535 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.175981 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $362,739 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,707,318 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.212461 | DistributionYr5Rt |
| Total Distribution | 0.640582 | TotalDistributionRt |
| Average Distribution | 0.128116 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,163,081 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $917,705 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,789 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $922,494 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $635,446 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,577 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,577 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,577 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $8,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $13,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,423 | OverpaymentAmt |
| Applied To ES Tax | $3,423 | 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 |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | DAVID BROWN | IndividualWithBooksNm |
| Phone | 2018630099 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 CEDAR LANE | AddressLine1Txt |
| City | TEANECK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07666 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID BROWN | ||||||||
| 545 CEDAR LANE | TEANECK | NJ | 07666 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| ADAM R BROWN | ||||||||
| 545 CEDAR LANE | TEANECK | NJ | 07666 | SECRETARY | 0.25 | $0 | $0 | $0 |
| NIKKI MINTZ BROWN | ||||||||
| 545 CEDAR LANE | TEANECK | NJ | 07666 | OFFICER | 0.25 | $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 | $5,753,987 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $837,702 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $680,474 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,272,163 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,272,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,082 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,163,081 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $358,154 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $358,154 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,577 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,577 | TotalTaxAmt |
| Distributable Before Adj | $348,577 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $348,577 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $348,577 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $635,446 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $635,446 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $635,446 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $348,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $363,501 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $364,028 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,846 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $217,178 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $173,563 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,167,116 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $635,446 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $348,577 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $286,869 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,453,985 | 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 | $363,501 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,090,484 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $364,028 | ExcessFromYear4Amt |
| Excess From Year3 | $48,846 | ExcessFromYear3Amt |
| Excess From Year2 | $217,178 | ExcessFromYear2Amt |
| Excess From Year1 | $173,563 | ExcessFromYear1Amt |
| Excess From Current Year | $286,869 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID BROWN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFS - USA | |||||||
| 120 WALL STREET 4TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | INTERNATIONAL EDUCATION | $10,000 |
| BARD COLLEGE AT SIMON'S ROCK | |||||||
| 84 ALFORD ROAD | GREAT BARRINGTON | MA | 01230 | N/A | PC | TO FURTHER HIGHER EDUCATION | $30,000 |
| CENTER FOR INTERNATIONAL POLICY INC | |||||||
| 2000 M STREET NW NO 270 | WASHINGTON | DC | 20036 | N/A | PC | SUPPORTING THE BETTERMENT OF GLOBAL RELATIONS | $15,000 |
| CORNELL UNIVERSITY | |||||||
| 341 PINE TREE ROAD | ITHACA | NY | 14850 | N/A | PC | $50,000 TO FURTHER HIGHER EDUCATION; $50,000 TO SUPPORT PRISON EDUCATION PROGRAM | $50,000 |
| ERIC BROWN FOUNDATION | |||||||
| PO BOX 2692 | PALM BEACH | FL | 33480 | N/A | PF | TO SUPPORT RELIGIOUS AND HEALTH ORGANIZATIONS | $15,000 |
| FLAT ROCK BROOK NATURE CENTER | |||||||
| 443 VAN NOSTRAND AVENUE | ENGLEWOOD | NJ | 07631 | N/A | PC | NATURE CENTER COMMITTED TO LAND CONSERVATION AND ENVIORNMENTAL EDUCATION. | $1,000 |
| HAMPSHIRE COLLEGE TRUSTEES | |||||||
| 893 WEST STREET | AMHERST | MA | 01002 | N/A | PC | TO SUPPORT HIGHER EDUCATION | $75,000 |
| HUMAN RIGHTS WATCH INC | |||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | N/A | PC | PROTECTING HUMAN RIGHTS WORLDWIDE | $100,000 |
| INDEPENDENT DIPLOMAT ADVISORY GROUP | |||||||
| 45 EAST 20TH STREET | NEW YORK | NY | 10003 | N/A | PC | INDEPENDENT DIPLOMAT WORKS WITH A BROAD NETWORK OF INDIVIDUALS AND ORGANISATIONS, INCLUDING LAW FIRMS, COMMERCIAL CONSULTANCIES AND UNIVERSITITES, WHO SUPPORT AND ASSIT PRO BONO WORK. | $1,000 |
| INTERNATIONAL CRISIS GROUP | |||||||
| 1629 K STREET NW NO 450 | WASHINGTON | DC | 20006 | N/A | PC | SUPPORTING THE BETTERMENT OF GLOBAL RELATIONS | $225,000 |
| JDRF INTERNATIONAL | |||||||
| 26 BROADWAY 15TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | TO SUPPORT DIABETES RESEARCH | $20,000 |
| MARTHA'S VINEYARD COMMUNITY SERVICES INC | |||||||
| 111 EDGARTOWN RD | VINEYARD HAVEN | MA | 02568 | N/A | PC | HELPING COMMUNITY THROUGH EDUCATIONAL AND HEALTH PROGRAMS | $10,000 |
| MV HEBREW CENTER | |||||||
| PO BOX 692 | VINEYARD HAVEN | MA | 02568 | N/A | PC | RELIGIOUS ORGANIZATION | $3,000 |
| NJ POLICY PERSPECTIVE | |||||||
| PO BOX 22766 | TRENTON | NJ | 08607 | N/A | PC | NEW JERSEY ECONOMIC DEVELOPMENT | $1,000 |
| SHERIFF'S MEADOW FOUNDATION | |||||||
| PO BOX 1088 | VINEYARD HAVEN | MA | 02568 | N/A | PC | CONSERVATION OF THE NATURAL, BEAUTIFUL, REURAL LANDSCAPE AND CHARACTER OF MARTHA'S VINEYARD FOR PRESENT AND FUTURE GENERATIONS. | $2,500 |
| TEMPLE EMETH - REFORM CONGREGATION | |||||||
| 1666 WINDSOR ROAD | TEANECK | NJ | 07666 | N/A | PC | TO SUPPORT TEMPLE | $51,946 |
| WORLD POLICY INSTITUTE | |||||||
| 108 WEST 39TH STREET SUITE 1000 | NEW YORK | NY | 10018 | N/A | PC | FOREIGN POLICY THINK TANK. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $635,446 | 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 | $2,276 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $268,793 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $66,252 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $141,552 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $478,873 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $478,873 | 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 |
|---|---|---|---|---|---|---|
| DAVID BROWN | ||||||
| 1 | 545 CEDAR LANE | TEANECK | NJ | 07666 | $1,213,439 | Yes (X) |
| DAVID BROWN | ||||||
| 2 | 545 CEDAR LANE | TEANECK | NJ | 07666 | $374,391 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2000 SHARES AVALONBAY COMM INC, 2000 SHARES 3M CO, 7212 SHARES CAMDEN PROPERTY TRUST | $1,213,439 | 2014-12-26 |
| 2 | 5100 HOME PROPERTIES INC. | $374,391 | 2015-07-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 1991-05-01 | $412,000 | $308,280 | SL | 31.500000000000 | $13,079 | $13,079 |
| BUILDING IMPROVEMENTS | 1991-12-01 | $3,150 | $2,334 | SL | 31.500000000000 | $100 | $100 |
| BUILDING IMPROVEMENTS | 1992-01-01 | $2,225 | $1,192 | SL | 31.500000000000 | $71 | $71 |
| BUILDING IMPROVEMENTS | 1997-12-01 | $3,613 | $1,818 | SL | 27.500000000000 | $131 | $131 |
| LAND | 1991-05-01 | $40,000 | L | $0 | $0 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NONE IS REQUIRED FOR THIS FOUNDATION. | ExplanationTxt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $412,000 | $321,359 | $90,641 |
| BUILDING IMPROVEMENTS | $3,150 | $2,434 | $716 |
| BUILDING IMPROVEMENTS | $2,225 | $1,263 | $962 |
| BUILDING IMPROVEMENTS | $3,613 | $1,949 | $1,664 |
| LAND | $40,000 | $0 | $40,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GENERAL ELECTRIC CO | AT COST | $13,100 | $29,940 |
| APARTMENT INVESTMENT & MANAGEMENT CO | AT COST | $36,397 | $83,194 |
| BOSTON PROPERTIES INC | AT COST | $3,319,319 | $3,959,558 |
| UDR INC | AT COST | $50,117 | $171,484 |
| CAMDEN PROPERTIES | AT COST | $544,939 | $550,853 |
| 3M | AT COST | $333,960 | $313,160 |
| AVALON BAY | AT COST | $334,540 | $363,580 |
| HOME PROPERTIES | AT COST | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART WORKS & ANTIQUE CARPETS | $538,028 | $538,028 | $538,028 |
| REAL ESTATE TAX SELF ESCROW | $8,463 | $8,463 | $8,463 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED SECURITIES COST BASIS ADJUSTMENT | Desc |
| Amt | $19,708 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $30 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $10 | $0 | $0 |
| MISCELLANEOUS | $477 | $477 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENANT SECURITY DEPOSIT | Desc |
| BOY Book Value | $226 | BOYBookValueAmt |
| EOY Book Value | $4,500 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US TREASURY | $7,725 | $0 | $0 |
| REAL ESTATE TAXES | $1,312 | $1,312 | $0 |
Comments