BROWN FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BROWN FOUNDATION INC (EIN 22-2663141)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-10-14
- IRS object ID
- 201402879349100210
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-10-14T07:57:53-05:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352123203 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462400857 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222663141 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BROW | NameControl |
| Phone | 2018630099 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 CEDAR LANE | AddressLine1 |
| City | TEANECK | City |
| State | NJ | State |
| ZIP Code | 07666 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID BROWN | Name |
| Title | PRESIDENT | Title |
| Phone | 2014997071 | Phone |
| Date Signed | 2014-10-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | W KENT MANUEL | Name |
| PTIN | P00681810 | PTIN |
| Phone | 3175802000 | Phone |
| Date Prepared | 2014-10-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3937006 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1800071 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 438 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 438 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 58431 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 58431 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 110986 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 110986 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 89134 | NetRentalIncomeOrLoss |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1969926 | TotalRevenueAndExpenses |
| Total Net Investment Income | 169855 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7011 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 7011 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 13381 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 13381 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 1207 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 1207 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 0 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1736 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 253 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 28335 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 21852 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 413000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 413000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 441335 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 21852 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 413000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1528591 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 148003 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1189160 | CashBOY |
| Cash EOY | 906916 | CashEOY |
| Cash EOYFMV | 960916 | CashEOYFMV |
| Investments Corp Stock BOY | 0 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 13100 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 26660 | InvestmentsCorpStockEOYFMV |
| Investments Land Etc Basis | 460988 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 300243 | AccumDeprecInvestmentsLandEtc |
| Investments Land Etc BOY | 174126 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 160745 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 200745 | InvestmentsLandEtcEOYFMV |
| Investments Other BOY | 150981 | InvestmentsOtherBOY |
| Investments Other EOY | 1937952 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1988692 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 759993 | OtherAssetsBOY |
| Other Assets EOY | 759993 | OtherAssetsEOY |
| Other Assets EOYFMV | 759993 | OtherAssetsEOYFMV |
| Total Assets BOY | 2274260 | TotalAssetsBOY |
| Total Assets EOY | 3778706 | TotalAssetsEOY |
| Total Assets EOYFMV | 3937006 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 31901 | AccountsPayableBOY |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 7756 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 31901 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7756 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2242359 | RetainedEarningsBOY |
| Retained Earnings EOY | 3770950 | RetainedEarningsEOY |
| Total Net Assets BOY | 2242359 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3770950 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2274260 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3778706 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2242359 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1528591 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3770950 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3770950 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 183869 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2728532 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.067388 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 507095 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2881535 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.175981 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 362739 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1707318 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.212461 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 396083 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1696490 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.233472 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 12200 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1728043 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.007060 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.696362 | TotalDistributionRatio |
| Average Distribution Ratio | 0.139272 | AverageDistributionRatio |
| Net Noncharitable Assets | 3975639 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 553695 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1480 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 555175 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 413000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2960 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2960 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2960 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1095 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 4000 | TaxPaidWithExtension |
| Total Credits And Payments | 5095 | TotalCreditsAndPayments |
| Penalty For Underpayment | 35 | PenaltyForUnderpayment |
| Overpayment | 2100 | Overpayment |
| Amount Credited To Next Year | 2100 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 0 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DAVID BROWN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2018630099 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 CEDAR LANE | AddressLine1 |
| City | TEANECK | City |
| State | NJ | State |
| ZIP Code | 07666 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DAVID BROWN | ||||||||
| 545 CEDAR LANE | TEANECK | NJ | 07666 | TRUSTEE, PRESIDENT | 0.50 | 0 | 0 | 0 |
| ADAM R BROWN | ||||||||
| 545 CEDAR LANE | TEANECK | NJ | 07666 | TRUSTEE, SECRETARY | 0.25 | 0 | 0 | 0 |
| NIKKI MINTZ BROWN | ||||||||
| 545 CEDAR LANE | TEANECK | NJ | 07666 | TRUSTEE | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2064062 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1051385 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 920735 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4036182 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4036182 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 60543 | CashDeemedCharitable |
| Net Noncharitable Assets | 3975639 | NetNoncharitableAssets |
| Minimum Investment Return | 198782 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 198782 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2960 | TaxBasedOnInvestmentIncome |
| Total Tax | 2960 | TotalTax |
| Distributable Amount Before Adj | 195822 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 195822 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 195822 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 413000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 413000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 413000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 195822 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 313902 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 363501 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 364028 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 48846 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1090277 | TotalExcessDistriCarryover |
| Qualifying Distributions | 413000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 195822 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 217178 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1307455 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1307455 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 313902 | ExcessFromYear4 |
| Excess From Year3 | 363501 | ExcessFromYear3 |
| Excess From Year2 | 364028 | ExcessFromYear2 |
| Excess From Year1 | 48846 | ExcessFromYear1 |
| Excess From Current Year | 217178 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID BROWN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN LUNG ASSOCIATION | |||||||
| 14 WALL STREET | NEW YORK | NY | 10005 | N/A | PC | GENERAL FUND | $2,500 |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALE ON HUDSON | NY | 12504 | N/A | PC | GENERAL FUND | $25,000 |
| EG JUSTICE | |||||||
| PO BOX 57297 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL FUND | $15,000 |
| HAMPSHIRE COLLEGE TRUSTEES | |||||||
| 893 WEST STREET | AMHERST | MA | 01002 | N/A | PC | GENERAL FUND | $100,000 |
| HUMAN RIGHTS WATCH INC | |||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | N/A | PC | GENERAL FUND | $115,000 |
| INTERNATIONAL CRISIS GROUP | |||||||
| 1629 K STREET NW NO 450 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL FUND | $52,000 |
| MARTHA'S VINEYARD HEBREW CENTER | |||||||
| PO BOX 692 | VINEYARD HVN | MA | 02568 | N/A | PC | GENERAL FUND | $3,000 |
| NEW YORK FOUNDATION FOR THE ARTS INC | |||||||
| 20 JAY STREET NO 740 | BROOKLYN | NY | 11201 | N/A | PC | GENERAL FUND | $5,000 |
| OLANA PARTNERSHIP | |||||||
| PO BOX 199 | HUDSON | NY | 125340199 | N/A | PC | GENERAL FUND | $3,000 |
| TEMPLE EMETH - REFORM CONGREGATION | |||||||
| 1666 WINDSOR ROAD | TEANECK | NJ | 07666 | N/A | PC | GENERAL FUND | $27,500 |
| THOMAS COLE NATIONAL HISTORIC SITE | |||||||
| 218 SPRING STREET PO BOX 426 | CATSKILL | NY | 12414 | N/A | PC | GENERAL FUND | $15,000 |
| WORLD POLICY INSTITUTE INC | |||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | N/A | PC | GENERAL FUND | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 413000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $438 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $58,431 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $89,134 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $148,003 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 148003 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | DAVID BROWN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 CEDAR LANE | AddressLine1 |
| City | TEANECK | City |
| State | NJ | State |
| ZIP Code | 07666 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1800071 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 17,030 SHARES BOSTON PROPERTIES INC. | NoncashPropertyDescription |
| Fair Market Value | 1800071 | FairMarketValue |
| Date Received | 2012-12-24 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $5,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (5 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome | RateRate |
|---|---|---|---|---|---|---|---|---|
| BUILDING | 1991-05-01 | 412000 | 282122 | SL | 31.500000000000 | 13079 | 13079 | |
| BUILDING IMPROVEMENTS | 1991-12-01 | 3150 | 2134 | SL | 31.500000000000 | 100 | 100 | |
| BUILDING IMPROVEMENTS | 1992-01-01 | 2225 | 1050 | SL | 31.500000000000 | 71 | 71 | |
| BUILDING IMPROVEMENTS | 1997-12-01 | 3613 | 1556 | SL | 27.500000000000 | 131 | 131 | |
| LAND | 1991-05-01 | 40000 | L | 0 | 0 | 0.000000000000 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | NONE IS REQUIRED FOR THIS FOUNDATION. | Statement |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | GENERAL ELECTRIC CO | NameOfStock |
| EOY Book Value | 13100 | EOYBookValue |
| EOYFMV | 26660 | EOYFMV |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLand (5 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| BUILDING | 412000 | 295201 | 116799 |
| BUILDING IMPROVEMENTS | 3150 | 2234 | 916 |
| BUILDING IMPROVEMENTS | 2225 | 1121 | 1104 |
| BUILDING IMPROVEMENTS | 3613 | 1687 | 1926 |
| LAND | 40000 | 0 | 40000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| APARTMENT INVESTMENT & MANAGEMENT CO | AT COST | 29457 | 54815 |
| BOSTON PROPERTIES INC | AT COST | 1802015 | 1694315 |
| HOME PROPERTIES INC | AT COST | 56761 | 131450 |
| UDR INC | AT COST | 49719 | 108112 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ART WORKS & ANTIQUE CARPETS | 751530 | 751530 | 751530 |
| REAL ESTATE TAX SELF ESCROW | 8463 | 8463 | 8463 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INSURANCE | 1383 | 0 | 0 |
| MISC. EXPENSES | 100 | 0 | 0 |
| G & A | 253 | 253 | 0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TENANT SECURITY DEPOSIT | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 7756 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REAL ESTATE TAXES | Category |
| Amount | $7,011 | Amount |
| Net Investment Income | 7011 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments