THE EILEEN AND HAROLD BROWN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE EILEEN AND HAROLD BROWN FOUNDATION (EIN 95-3945183)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-29
- IRS object ID
- 202523029349101467
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-29T19:26:02-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-10-25 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,461,469 | 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 | $75 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $271 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $271 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $174,959 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,959 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $101,464 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $351,895 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $101,462 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $276,769 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $276,692 | 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 | $5,742 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,667 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,774 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,774 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,516 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,441 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,516 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,441 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $231,253 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $232,251 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,513 | CashBOYAmt |
| Cash EOY | $2,513 | CashEOYAmt |
| Cash EOYFMV | $2,513 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $155,730 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $268,372 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $268,372 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,359,388 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,378,984 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,112,747 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,954,022 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,054,037 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,077,837 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,472,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,703,906 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,461,469 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $5,472,653 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,703,906 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,472,653 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,703,906 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,472,653 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,703,906 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,472,653 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $231,253 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,703,906 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,703,906 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ACS ACTIV DE CONSTRU ADR | 2020-11-19 | 2024-07-31 | $1 | $1 | $0 | $0 | |
| ADOBE INC | 2023-12-19 | 2024-03-20 | $8,767 | $10,271 | -$1,504 | -$1,504 | |
| ADOBE INC | 2023-12-19 | 2024-06-11 | $2,285 | $3,021 | -$736 | -$736 | |
| ALSTOM SA ADR **UNISSUED RIGHTS REDEMPTION** | 2024-06-24 | 2024-06-24 | $585 | $585 | $585 | ||
| ALSTOM ADR | 2022-10-28 | 2024-11-26 | $2,740 | $2,605 | $135 | $135 | |
| BCE INC | 2023-12-19 | 2024-03-20 | $17,011 | $19,198 | -$2,187 | -$2,187 | |
| BAIDU INC A ADR | 2020-07-16 | 2024-11-26 | $837 | $1,231 | -$394 | -$394 | |
| BAIDU INC A ADR | 2023-02-03 | 2024-11-26 | $251 | $429 | -$178 | -$178 | |
| BRISTOL-MYERS SQUIBB | 2023-12-19 | 2024-03-20 | $7,652 | $7,612 | $40 | $40 | |
| BRISTOL-MYERS SQUIBB | 2020-07-16 | 2024-03-20 | $416 | $474 | -$58 | -$58 | |
| BRISTOL-MYERS SQUIBB | 2023-12-19 | 2024-06-11 | $8,950 | $10,874 | -$1,924 | -$1,924 | |
| CENTRAL JAPAN RAILWA ADR | 2020-07-16 | 2024-06-11 | $1,433 | $1,910 | -$477 | -$477 | |
| CENTRAL JAPAN RAILWA ADR | 2020-07-22 | 2024-06-11 | $1,172 | $1,464 | -$292 | -$292 | |
| CENTRAL JAPAN RY CO ADR | 2022-08-15 | 2024-11-26 | $244 | $287 | -$43 | -$43 | |
| CENTRAL JAPAN RY CO ADR | 2022-12-28 | 2024-11-26 | $2,236 | $2,658 | -$422 | -$422 | |
| CENTRAL JAPAN RY CO ADR | 2020-07-22 | 2024-11-26 | $325 | $434 | -$109 | -$109 | |
| DBS GROUP HOLDINGS L ADR | 2020-07-16 | 2024-05-08 | $74 | $40 | $34 | $34 | |
| WALT DISNEY CO | 2023-12-19 | 2024-03-20 | $4,136 | $3,365 | $771 | $771 | |
| GENERAL DYNAMICS COR | 2023-12-19 | 2024-11-26 | $11,278 | $10,120 | $1,158 | $1,158 | |
| GE VERNOVA INC | 2022-05-23 | 2024-09-03 | $960 | $244 | $716 | $716 | |
| GE VERNOVA INC | 2020-07-16 | 2024-09-03 | $1,153 | $219 | $934 | $934 | |
| GE VERNOVA INC | 2020-07-16 | 2024-11-27 | $93 | $10 | $83 | $83 | |
| GE VERNOVA INC | 2021-04-08 | 2024-11-27 | $31 | $6 | $25 | $25 | |
| GE VERNOVA INC | 2021-07-09 | 2024-11-27 | $42 | $8 | $34 | $34 | |
| GE VERNOVA INC | 2022-05-23 | 2024-11-27 | $166 | $24 | $142 | $142 | |
| HDFC BK LTD ADR | 2024-09-03 | 2024-11-26 | $5,136 | $4,704 | $432 | $432 | |
| HENDERSON LAND DEVEL ADR | 2023-04-27 | 2024-03-20 | $5,847 | $7,244 | -$1,397 | -$1,397 | |
| HENDERSON LAND DEVEL ADR | 2022-10-28 | 2024-06-11 | $2,220 | $2,131 | $89 | $89 | |
| HENDERSON LAND DEVEL ADR | 2023-10-12 | 2024-06-11 | $8,040 | $7,766 | $274 | $274 | |
| HUMANA INC | 2024-03-20 | 2024-11-26 | $2,977 | $3,491 | -$514 | -$514 | |
| INTEL CORP | 2023-04-27 | 2024-09-03 | $1,233 | $1,807 | -$574 | -$574 | |
| KB HOME | 2022-05-23 | 2024-11-26 | $1,398 | $555 | $843 | $843 | |
| KUBOTA LTD ADR | 2024-03-20 | 2024-11-26 | $3,004 | $3,701 | -$697 | -$697 | |
| LOEWS CORP | 2023-12-19 | 2024-03-20 | $8,991 | $8,000 | $991 | $991 | |
| LUCID GROUP INC | 2024-03-20 | 2024-11-26 | $2,237 | $2,823 | -$586 | -$586 | |
| MEDTRONIC PLC | 2023-12-19 | 2024-03-20 | $7,360 | $7,199 | $161 | $161 | |
| NIO INC A ADR | 2022-10-28 | 2024-09-03 | $1,174 | $2,723 | -$1,549 | -$1,549 | |
| NIO INC A ADR | 2023-02-03 | 2024-09-03 | $408 | $1,119 | -$711 | -$711 | |
| NIO INC A ADR | 2024-03-20 | 2024-09-03 | $2,279 | $2,812 | -$533 | -$533 | |
| NESTLE S A ADR | 2023-12-19 | 2024-03-20 | $10,167 | $10,772 | -$605 | -$605 | |
| NESTLE S A ADR | 2023-12-19 | 2024-11-26 | $1,274 | $1,683 | -$409 | -$409 | |
| NVIDIA CORP | 2020-07-16 | 2024-03-20 | $3,545 | $407 | $3,138 | $3,138 | |
| NVIDIA CORP | 2020-07-16 | 2024-11-26 | $12,987 | $966 | $12,021 | $12,021 | |
| OLYMPUS CORP ADR | 2020-11-19 | 2024-11-26 | $790 | $999 | -$209 | -$209 | |
| PROCTER & GAMBLE | 2023-12-19 | 2024-03-20 | $6,148 | $5,540 | $608 | $608 | |
| PLUG POWER INC | 2024-03-20 | 2024-09-03 | $1,504 | $2,961 | -$1,457 | -$1,457 | |
| ROCHE HLDG AG ADR | 2023-12-19 | 2024-03-20 | $6,474 | $7,086 | -$612 | -$612 | |
| ROPER TECHNOLOGIES | 2023-12-19 | 2024-03-20 | $10,513 | $10,249 | $264 | $264 | |
| SUPER MICRO COMPUTER EQUITY | 2024-03-20 | 2024-09-03 | $890 | $1,729 | -$839 | -$839 | |
| S&P GLOBAL INC | 2023-12-19 | 2024-03-20 | $16,081 | $16,617 | -$536 | -$536 | |
| SPLUNK INC | 2023-04-27 | 2024-03-18 | $4,867 | $2,684 | $2,183 | $2,183 | |
| SUN HUNG KAI PPTYS L ADR | 2023-07-18 | 2024-11-26 | $4,516 | $5,627 | -$1,111 | -$1,111 | |
| SUN HUNG KAI PPTYS L ADR | 2020-07-16 | 2024-11-26 | $2,277 | $2,919 | -$642 | -$642 | |
| SUN HUNG KAI PPTYS L ADR | 2020-07-22 | 2024-11-26 | $1,573 | $1,941 | -$368 | -$368 | |
| TELEKOMINIK INDONESI ADR | 2020-07-16 | 2024-11-26 | $1,325 | $1,664 | -$339 | -$339 | |
| TESLA INC | 2022-12-28 | 2024-11-26 | $2,049 | $665 | $1,384 | $1,384 | |
| ULTRAPAR PARTICIPACO ADR | 2024-09-03 | 2024-11-26 | $2,488 | $3,102 | -$614 | -$614 | |
| UMICORE GROUP ADR | 2023-04-27 | 2024-03-20 | $5,625 | $8,039 | -$2,414 | -$2,414 | |
| UMICORE GROUP ADR | 2023-10-12 | 2024-06-11 | $9,718 | $12,904 | -$3,186 | -$3,186 | |
| VISA INC A | 2023-12-19 | 2024-03-20 | $13,219 | $11,948 | $1,271 | $1,271 | |
| VESTAS WIND SYS A/S ADR | 2020-07-16 | 2024-11-26 | $4,245 | $7,351 | -$3,106 | -$3,106 | |
| CAPITAL GAINS DIVIDENDS | $104,478 | $104,478 | $104,478 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $101,462 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,228 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,228 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,228 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,548 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,548 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $320 | OverpaymentAmt |
| Applied To ES Tax | $320 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GANG TYRE RAMER BROWN LLP | IndividualWithBooksNm |
| Phone | 3107774800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 | $6,223,248 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,697 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,290,945 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,290,945 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,364 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,196,581 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $309,829 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $309,829 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,228 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,228 | TotalTaxAmt |
| Distributable Before Adj | $306,601 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $306,601 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $306,601 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $306,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $778,184 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $778,184 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $306,601 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $306,601 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $471,583 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $471,583 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $471,583 | ExcessFromYear1Amt |
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 |
| Total Grant Or Contri Pd Dur Yr | $0 | 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 | $271 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,959 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $101,464 | 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 | $276,694 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $276,694 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS-CHARLES SCHWAB (APERIO) | StockNm |
| EOY Book Value | $1,378,984 | EOYBookValueAmt |
| EOYFMV | $2,112,747 | EOYFMVAmt |
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 | $4,054,037 | BookValueAmt |
| EOYFMV | $4,077,837 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSET MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $39,774 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $39,774 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD EILEEN BROWN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 SOUTH RODEO DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA ATTORNEY GENERAL | $75 | $0 | $0 |
| FOREIGN TAXES | $4,667 | $4,667 | $0 |
| INTERNAL REVENUE SERVICE | $1,000 | $0 | $0 |
Comments