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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-10-14T07:57:53-05:00Timestamp
Tax Period End Date2013-11-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN352123203EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KSM BUSINESS SERVICES INCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 40857AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code462400857ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-12-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN222663141EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BROWN FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBROWNameControl
Phone2018630099Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1545 CEDAR LANEAddressLine1
CityTEANECKCity
StateNJState
ZIP Code07666ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAVID BROWNName
TitlePRESIDENTTitle
Phone2014997071Phone
Date Signed2014-10-08DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameW KENT MANUELName
PTINP00681810PTIN
Phone3175802000Phone
Date Prepared2014-10-08DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY3937006FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss1800071ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss438InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm438InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss58431DividendsRevAndExpnss
Dividends Net Invst Incm58431DividendsNetInvstIncm
Gross Rents Rev And Expnss110986GrossRentsRevAndExpnss
Gross Rents Net Invst Incm110986GrossRentsNetInvstIncm
Net Rental Income Or Loss89134NetRentalIncomeOrLoss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses1969926TotalRevenueAndExpenses
Total Net Investment Income169855TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss5000AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss7011TaxesRevAndExpnss
Taxes Net Invst Incm7011TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss13381DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm13381DeprecAndDepletionNetInvstIncm
Occupancy Rev And Expnss1207OccupancyRevAndExpnss
Occupancy Net Invst Incm1207OccupancyNetInvstIncm
Occupancy Dsbrs Chrtbl Prps0OccupancyDsbrsChrtblPrps
Other Expenses Rev And Expnss1736OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm253OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss28335TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm21852TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss413000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps413000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss441335TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm21852TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps413000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses1528591ExcessOfRevenueOverExpenses
Net Investment Income148003NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY1189160CashBOY
Cash EOY906916CashEOY
Cash EOYFMV960916CashEOYFMV
Investments Corp Stock BOY0InvestmentsCorpStockBOY
Investments Corp Stock EOY13100InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV26660InvestmentsCorpStockEOYFMV
Investments Land Etc Basis460988InvestmentsLandEtcBasis
Accum Deprec Investments Land Etc300243AccumDeprecInvestmentsLandEtc
Investments Land Etc BOY174126InvestmentsLandEtcBOY
Investments Land Etc EOY160745InvestmentsLandEtcEOY
Investments Land Etc EOYFMV200745InvestmentsLandEtcEOYFMV
Investments Other BOY150981InvestmentsOtherBOY
Investments Other EOY1937952InvestmentsOtherEOY
Investments Other EOYFMV1988692InvestmentsOtherEOYFMV
Other Assets BOY759993OtherAssetsBOY
Other Assets EOY759993OtherAssetsEOY
Other Assets EOYFMV759993OtherAssetsEOYFMV
Total Assets BOY2274260TotalAssetsBOY
Total Assets EOY3778706TotalAssetsEOY
Total Assets EOYFMV3937006TotalAssetsEOYFMV
Accounts Payable BOY31901AccountsPayableBOY
Other Liabilities BOY0OtherLiabilitiesBOY
Other Liabilities EOY7756OtherLiabilitiesEOY
Total Liabilities BOY31901TotalLiabilitiesBOY
Total Liabilities EOY7756TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY2242359RetainedEarningsBOY
Retained Earnings EOY3770950RetainedEarningsEOY
Total Net Assets BOY2242359TotalNetAssetsBOY
Total Net Assets EOY3770950TotalNetAssetsEOY
Total Liabilities Net Assets BOY2274260TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY3778706TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY2242359TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses1528591ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal3770950Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY3770950TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1183869QualifyingDistributionsYear1
Noncharitable Assets Year12728532NoncharitableAssetsYear1
Distribution Ratio Year10.067388DistributionRatioYear1
Qualifying Distributions Year2507095QualifyingDistributionsYear2
Noncharitable Assets Year22881535NoncharitableAssetsYear2
Distribution Ratio Year20.175981DistributionRatioYear2
Qualifying Distributions Year3362739QualifyingDistributionsYear3
Noncharitable Assets Year31707318NoncharitableAssetsYear3
Distribution Ratio Year30.212461DistributionRatioYear3
Qualifying Distributions Year4396083QualifyingDistributionsYear4
Noncharitable Assets Year41696490NoncharitableAssetsYear4
Distribution Ratio Year40.233472DistributionRatioYear4
Qualifying Distributions Year512200QualifyingDistributionsYear5
Noncharitable Assets Year51728043NoncharitableAssetsYear5
Distribution Ratio Year50.007060DistributionRatioYear5
Total Distribution Ratio0.696362TotalDistributionRatio
Average Distribution Ratio0.139272AverageDistributionRatio
Net Noncharitable Assets3975639NetNoncharitableAssets
Adjusted Noncharitable Assets553695AdjustedNoncharitableAssets
One Percent Net Investment Income1480OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One555175AdjNonchrtblAssetsAndOnePct
Qualifying Distributions413000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax2960InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal2960Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income2960TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1095EstTaxPaymentsAndOverpayment
Tax Paid With Extension4000TaxPaidWithExtension
Total Credits And Payments5095TotalCreditsAndPayments
Penalty For Underpayment35PenaltyForUnderpayment
Overpayment2100Overpayment
Amount Credited To Next Year2100AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
Form990 PF Filed With AG0Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameDAVID BROWNBooksInCareOfPersonName
Books In Care Of Phone Number2018630099BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1545 CEDAR LANEAddressLine1
CityTEANECKCity
StateNJState
ZIP Code07666ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
DAVID BROWN
545 CEDAR LANETEANECKNJ07666TRUSTEE, PRESIDENT0.50000
ADAM R BROWN
545 CEDAR LANETEANECKNJ07666TRUSTEE, SECRETARY0.25000
NIKKI MINTZ BROWN
545 CEDAR LANETEANECKNJ07666TRUSTEE0.25000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities2064062AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1051385AvgMonthlyCashBalances
FMV All Other Noncharitable Assets920735FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets4036182TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets4036182AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable60543CashDeemedCharitable
Net Noncharitable Assets3975639NetNoncharitableAssets
Minimum Investment Return198782MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return198782MinimumInvestmentReturn
Tax Based On Investment Income2960TaxBasedOnInvestmentIncome
Total Tax2960TotalTax
Distributable Amount Before Adj195822DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded195822DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted195822DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions413000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions413000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions413000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted195822DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year4313902ExcessDistriCarryoverYear4
Excess Distri Carryover Year3363501ExcessDistriCarryoverYear3
Excess Distri Carryover Year2364028ExcessDistriCarryoverYear2
Excess Distri Carryover Year148846ExcessDistriCarryoverYear1
Total Excess Distri Carryover1090277TotalExcessDistriCarryover
Qualifying Distributions413000QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year195822AppliedToCurrentYear
Remaining Distri From Corpus217178RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus1307455TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1307455ExcessDistriCyovToNextYear
Excess From Year4313902ExcessFromYear4
Excess From Year3363501ExcessFromYear3
Excess From Year2364028ExcessFromYear2
Excess From Year148846ExcessFromYear1
Excess From Current Year217178ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerDAVID BROWNContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN LUNG ASSOCIATION
14 WALL STREETNEW YORKNY10005N/APCGENERAL FUND$2,500
BARD COLLEGE
PO BOX 5000ANNANDALE ON HUDSONNY12504N/APCGENERAL FUND$25,000
EG JUSTICE
PO BOX 57297WASHINGTONDC20037N/APCGENERAL FUND$15,000
HAMPSHIRE COLLEGE TRUSTEES
893 WEST STREETAMHERSTMA01002N/APCGENERAL FUND$100,000
HUMAN RIGHTS WATCH INC
350 FIFTH AVENUE 34TH FLOORNEW YORKNY10118N/APCGENERAL FUND$115,000
INTERNATIONAL CRISIS GROUP
1629 K STREET NW NO 450WASHINGTONDC20006N/APCGENERAL FUND$52,000
MARTHA'S VINEYARD HEBREW CENTER
PO BOX 692VINEYARD HVNMA02568N/APCGENERAL FUND$3,000
NEW YORK FOUNDATION FOR THE ARTS INC
20 JAY STREET NO 740BROOKLYNNY11201N/APCGENERAL FUND$5,000
OLANA PARTNERSHIP
PO BOX 199HUDSONNY125340199N/APCGENERAL FUND$3,000
TEMPLE EMETH - REFORM CONGREGATION
1666 WINDSOR ROADTEANECKNJ07666N/APCGENERAL FUND$27,500
THOMAS COLE NATIONAL HISTORIC SITE
218 SPRING STREET PO BOX 426CATSKILLNY12414N/APCGENERAL FUND$15,000
WORLD POLICY INSTITUTE INC
220 FIFTH AVENUENEW YORKNY10001N/APCGENERAL FUND$50,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year413000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$438ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$58,431ExclusionAmount

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion Code16ExclusionCode
Exclusion$89,134ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$148,003ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA148003TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualDAVID BROWNContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1545 CEDAR LANEAddressLine1
CityTEANECKCity
StateNJState
ZIP Code07666ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions1800071AggregateContributions
Noncash Contribution TypeXNoncashContributionType

Noncash Property NoncashProperty

FieldValueIRS element (for citing)
Contributor Number From Part I1ContributorNumberFromPartI
Noncash Property Description17,030 SHARES BOSTON PROPERTIES INC.NoncashPropertyDescription
Fair Market Value1800071FairMarketValue
Date Received2012-12-24DateReceived

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategory
Amount$5,000Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (5 entries)

Description Of PropertyDescriptionOfPropertyDate AcquiredDateAcquiredCost Or Other BasisCostOrOtherBasisPrior Years DepreciationPriorYearsDepreciationComputation MethodComputationMethodLifeLifeCurrent Year ExpenseCurrentYearExpenseNet Investment IncomeNetInvestmentIncomeRateRate
BUILDING1991-05-01412000282122SL31.5000000000001307913079
BUILDING IMPROVEMENTS1991-12-0131502134SL31.500000000000100100
BUILDING IMPROVEMENTS1992-01-0122251050SL31.5000000000007171
BUILDING IMPROVEMENTS1997-12-0136131556SL27.500000000000131131
LAND1991-05-0140000L000.000000000000

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
StatementNONE IS REQUIRED FOR THIS FOUNDATION.Statement

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockGENERAL ELECTRIC CONameOfStock
EOY Book Value13100EOYBookValue
EOYFMV26660EOYFMV

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLand (5 entries)

Category Or ItemCategoryOrItemCost Or Other BasisCostOrOtherBasisAccumulated DepreciationAccumulatedDepreciationBook ValueBookValue
BUILDING412000295201116799
BUILDING IMPROVEMENTS31502234916
BUILDING IMPROVEMENTS222511211104
BUILDING IMPROVEMENTS361316871926
LAND40000040000

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (4 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
APARTMENT INVESTMENT & MANAGEMENT COAT COST2945754815
BOSTON PROPERTIES INCAT COST18020151694315
HOME PROPERTIES INCAT COST56761131450
UDR INCAT COST49719108112

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBOY Book ValueBOYBookValueEOY Book ValueEOYBookValueEOYFMVEOYFMV
ART WORKS & ANTIQUE CARPETS751530751530751530
REAL ESTATE TAX SELF ESCROW846384638463

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
INSURANCE138300
MISC. EXPENSES10000
G & A2532530

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionTENANT SECURITY DEPOSITDescription
BOY Book Value0BOYBookValue
EOY Book Value7756EOYBookValue

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryREAL ESTATE TAXESCategory
Amount$7,011Amount
Net Investment Income7011NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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