THE EILEEN AND HAROLD BROWN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE EILEEN AND HAROLD BROWN FOUNDATION (EIN 95-3945183)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201403179349101055
- Schema version
- 2013v3.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T12:44:35-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90212 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EILEEN BROWN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3239389055 | PhoneNum |
| Signature | 2014-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00227735 | PTIN |
| Phone | 3108439700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,799,843 | 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 | $510,369 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,618 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,618 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $275,425 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,094,384 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $511,044 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $54 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $54 | GrossProfitRevAndExpnssAmt |
| Total Rev And Expnss | $822,483 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $547,679 | 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 | $4,237 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $267 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $267 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,504 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $267 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $199,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $199,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $204,064 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $267 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,560 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $618,419 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $547,412 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,000 | CashBOYAmt |
| Cash EOY | $2,848 | CashEOYAmt |
| Cash EOYFMV | $2,848 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $287,627 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $262,906 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $262,906 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,028,254 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,672,546 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,534,089 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,319,881 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,938,300 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,799,843 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,319,881 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,938,300 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,319,881 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,938,300 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,319,881 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,938,300 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,319,881 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $618,419 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,938,300 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,938,300 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (189 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 343.195 SHS FPA CRESCENT | 2009-08-07 | 2013-09-30 | $11,000 | $8,141 | $2,859 | $2,859 |
| 152.511 SHS HARBOR INTERNATIONAL | 2009-05-01 | 2013-06-05 | $10,000 | $6,984 | $3,016 | $3,016 |
| 86.894 SHS HARBOR INTERNATIONAL | 2009-05-01 | 2013-09-30 | $6,000 | $3,979 | $2,021 | $2,021 |
| 460.126 SHS IVA INTERNATIONAL | 2009-05-01 | 2013-09-30 | $8,000 | $6,333 | $1,667 | $1,667 |
| 2629.129 SHS TEMPLETION GLOBAL | 2009-12-24 | 2013-06-04 | $35,000 | $34,597 | $403 | $403 |
| 759.231 SHS VANGUARD TOTAL | 2010-10-27 | 2013-06-05 | $30,000 | $24,153 | $5,847 | $5,847 |
| 97.691 SHS VANGUARD TOTAL | 2010-10-27 | 2013-06-05 | $4,000 | $3,108 | $892 | $892 |
| 10031.891 SHS VANGUARD TOTAL | 2004-12-31 | 2013-12-23 | $447,000 | $205,141 | $241,859 | $241,859 |
| 1600.768 SHS WASATCH LONG SHORT | 2011-10-21 | 2013-06-04 | $25,000 | $21,445 | $3,555 | $3,555 |
| GREEN MOUNTAIN COFFEE ROASTERS | 2012-10-15 | 2013-01-03 | $2,407 | $1,232 | $1,175 | $1,175 |
| KRAFT FOODS GROUP, INC. | 2012-10-01 | 2013-01-03 | $900 | $548 | $352 | $352 |
| AXA | 2012-07-25 | 2013-01-03 | $3,838 | $2,324 | $1,514 | $1,514 |
| BARCLAYS PLC, ADR | 2012-07-25 | 2013-01-03 | $1,149 | $612 | $537 | $537 |
| BARCLAYS PLC, ADR | 2012-07-25 | 2013-01-03 | $1,768 | $941 | $827 | $827 |
| BNP PARIBAS SPONSORED | 2012-07-25 | 2013-01-03 | $5,434 | $3,066 | $2,368 | $2,368 |
| DAIWA SECURITIES GROUP, INC. | 2012-05-31 | 2013-01-03 | $2,486 | $1,364 | $1,122 | $1,122 |
| ING GROEP NV, ADR | 2012-07-25 | 2013-01-03 | $4,111 | $2,535 | $1,576 | $1,576 |
| FIBRIA CELULOSE SA ADR | 2012-07-25 | 2013-01-03 | $3,176 | $1,859 | $1,317 | $1,317 |
| NOMURA HOLDINGS INC. ADR | 2012-07-25 | 2013-01-03 | $2,511 | $1,321 | $1,190 | $1,190 |
| NEXEN INC. | 2012-01-04 | 2013-01-03 | $1,339 | $838 | $501 | $501 |
| PARTNER COMMUNICATIONS COMPANY LTD. | 2012-07-25 | 2013-01-03 | $2,517 | $1,336 | $1,181 | $1,181 |
| BANCO SANTANDER-CHILE | 2012-07-25 | 2013-01-03 | $3,350 | $2,008 | $1,342 | $1,342 |
| BANCO SANTANDER-CHILE | 2012-07-25 | 2013-01-03 | $3,451 | $2,068 | $1,383 | $1,383 |
| BANCO SANTANDER-CHILE | 2012-07-25 | 2013-01-03 | $4,188 | $2,510 | $1,678 | $1,678 |
| TURKIYE GARANTI BANK | 2012-05-31 | 2013-01-03 | $3,381 | $2,106 | $1,275 | $1,275 |
| ADVANCE AUTO PARTS INC | 2009-11-02 | 2013-01-03 | $1,585 | $815 | $770 | $770 |
| APPLE INC | 2010-07-23 | 2013-01-03 | $7,624 | $3,634 | $3,990 | $3,990 |
| APPLE INC | 2010-11-29 | 2013-01-03 | $2,178 | $1,254 | $924 | $924 |
| AMERISOURCEBERGEN CORP. | 2009-11-02 | 2013-01-03 | $1,292 | $680 | $612 | $612 |
| ANALOG DEVICES, INC. | 2009-11-02 | 2013-01-03 | $1,206 | $720 | $486 | $486 |
| ALLERGAN INC COM | 2009-09-29 | 2013-01-03 | $1,724 | $1,028 | $696 | $696 |
| AKAMAI TECHNOLOGIES INC COM STK | 2011-09-19 | 2013-01-03 | $3,886 | $2,107 | $1,779 | $1,779 |
| AKAMAI TECHNOLOGIES INC COM STK | 2009-11-02 | 2013-01-03 | $286 | $159 | $127 | $127 |
| ALEXION PHARMACEUTICALS INC. | 2011-08-05 | 2013-01-03 | $2,455 | $1,279 | $1,176 | $1,176 |
| AFFILIATED MANAGERS GROUP INC. | 2009-11-02 | 2013-01-03 | $1,730 | $826 | $904 | $904 |
| AMERIPRISE FINANCIAL | 2009-09-29 | 2013-01-03 | $1,364 | $684 | $680 | $680 |
| AMERICAN TOWER CORP. | 2009-09-29 | 2013-01-03 | $1,915 | $911 | $1,004 | $1,004 |
| AMERICAN TOWER CORP. | 2009-11-02 | 2013-01-03 | $1,073 | $520 | $553 | $553 |
| ANSYS, INC. | 2009-09-29 | 2013-01-03 | $1,249 | $687 | $562 | $562 |
| AMPHENOL CORP NEW CL A | 2009-09-29 | 2013-01-03 | $1,195 | $677 | $518 | $518 |
| AMERICAN EXPRESS CO | 2009-09-29 | 2013-01-03 | $3,071 | $1,772 | $1,299 | $1,299 |
| AMERICAN EXPRESS CO | 2009-11-02 | 2013-01-03 | $1,122 | $671 | $451 | $451 |
| BIOMARIN PHARMACEUTICAL INC. | 2011-08-05 | 2013-01-03 | $1,924 | $979 | $945 | $945 |
| CB RICHARD ELLIS GROUP, INC. | 2009-11-02 | 2013-01-03 | $1,247 | $631 | $616 | $616 |
| CBS CORPORATION NEW CL B | 2010-11-29 | 2013-01-03 | $2,425 | $1,000 | $1,425 | $1,425 |
| CELANESE CORP | 2009-11-02 | 2013-01-03 | $1,058 | $629 | $429 | $429 |
| COMCAST CORP. | 2009-11-02 | 2013-01-03 | $7,267 | $2,764 | $4,503 | $4,503 |
| COMCAST CORP. SPECIAL | 2010-02-18 | 2013-01-03 | $1,421 | $579 | $842 | $842 |
| CAPITAL ONE FINANCIAL | 2009-09-29 | 2013-01-03 | $1,508 | $886 | $622 | $622 |
| CALPINE CORPORATION NEW | 2009-11-02 | 2013-01-03 | $1,038 | $622 | $416 | $416 |
| DDR CORP. | 2009-11-02 | 2013-01-03 | $1,031 | $529 | $502 | $502 |
| DEERE & CO COM | 2009-11-02 | 2013-01-03 | $1,483 | $786 | $697 | $697 |
| DISCOVER FINANCIAL SERVICES | 2010-07-23 | 2013-01-03 | $2,451 | $931 | $1,520 | $1,520 |
| DANAHER CORP. | 2009-11-02 | 2013-01-03 | $1,387 | $820 | $567 | $567 |
| WALT DISNEY CO | 2009-11-02 | 2013-01-03 | $2,354 | $1,265 | $1,089 | $1,089 |
| WALT DISNEY CO | 2009-09-29 | 2013-01-03 | $4,656 | $2,553 | $2,103 | $2,103 |
| DISH NETWORK CORP. | 2011-01-10 | 2013-01-03 | $1,801 | $1,018 | $783 | $783 |
| THE DIRECTV GROUP | 2009-11-02 | 2013-01-03 | $2,525 | $1,302 | $1,223 | $1,223 |
| EASTMAN CHEMICAL | 2009-11-02 | 2013-01-03 | $1,509 | $590 | $919 | $919 |
| ESSEX PROPERTY TRUST | 2009-11-02 | 2013-01-03 | $1,181 | $603 | $578 | $578 |
| FORD MOTOR CO. | 2009-09-29 | 2013-01-03 | $1,543 | $858 | $685 | $685 |
| FORTUNE BRANDS HOME & SECURITY | 2011-08-05 | 2013-01-03 | $884 | $290 | $594 | $594 |
| FISERV INC. | 2010-06-09 | 2013-01-03 | $960 | $559 | $401 | $401 |
| FEDERAL REALTY INVESTMENT TRUST | 2009-11-02 | 2013-01-03 | $1,144 | $656 | $488 | $488 |
| GEORGIA GULF CORP. | 2010-09-23 | 2013-01-03 | $2,820 | $1,090 | $1,730 | $1,730 |
| GENERAL GROWTH PROPERTIES | 2011-09-19 | 2013-01-03 | $1,897 | $1,220 | $677 | $677 |
| HUNTINGTON BANCSHARES INC. | 2009-11-02 | 2013-01-03 | $936 | $523 | $413 | $413 |
| HARLEY DAVIDSON | 2009-09-29 | 2013-01-03 | $1,314 | $619 | $695 | $695 |
| HERTZ GLOBAL HLDGS INC COM | 2009-11-02 | 2013-01-03 | $1,150 | $635 | $515 | $515 |
| HUNTSMAN CORP COM | 2009-11-02 | 2013-01-03 | $1,116 | $536 | $580 | $580 |
| INTERNATIONAL BUSINESS MACHINES | 2009-09-29 | 2013-01-03 | $11,144 | $6,776 | $4,368 | $4,368 |
| INTERNATIONAL BUSINESS MACHINES | 2009-11-02 | 2013-01-03 | $1,955 | $1,207 | $748 | $748 |
| INTERNATIONAL PAPER | 2010-11-29 | 2013-01-03 | $3,134 | $1,943 | $1,191 | $1,191 |
| JARDEN CORP. | 2009-11-02 | 2013-01-03 | $1,172 | $587 | $585 | $585 |
| NORDSTROM INC COM | 2009-09-29 | 2013-01-03 | $1,152 | $647 | $505 | $505 |
| CARMAX GROUP | 2009-11-02 | 2013-01-03 | $1,092 | $577 | $515 | $515 |
| LAMAR ADVERTISING CO. | 2011-11-23 | 2013-01-03 | $2,483 | $1,385 | $1,098 | $1,098 |
| MASTERCARD INC. | 2009-09-29 | 2013-01-03 | $1,521 | $620 | $901 | $901 |
| MACERICH CO | 2009-11-02 | 2013-01-03 | $1,052 | $522 | $530 | $530 |
| MCKESSON CORP | 2009-09-29 | 2013-01-03 | $1,372 | $825 | $547 | $547 |
| MOHAWK INDUSTRIES INC. | 2009-11-02 | 2013-01-03 | $1,585 | $708 | $877 | $877 |
| MOHAWK INDUSTRIES INC. | 2011-09-19 | 2013-01-03 | $1,864 | $890 | $974 | $974 |
| MCGRAW-HILL COMPANIES INC | 2009-09-29 | 2013-01-03 | $1,374 | $651 | $723 | $723 |
| ALTRIA GROUP, INC. | 2009-09-29 | 2013-01-03 | $3,082 | $1,702 | $1,380 | $1,380 |
| MONSANTO CO NEW COM | 2010-06-09 | 2013-01-03 | $9,345 | $4,865 | $4,480 | $4,480 |
| MOTOROLA SOLUTIONS INC. | 2010-02-18 | 2013-01-03 | $646 | $328 | $318 | $318 |
| MOTOROLA SOLUTIONS INC. | 2010-11-29 | 2013-01-03 | $1,029 | $580 | $449 | $449 |
| MYLAN LABORATORIES INC. | 2009-09-29 | 2013-01-03 | $1,205 | $711 | $494 | $494 |
| NEWS CORPORATION, INC. CLASS B | 2009-11-02 | 2013-01-03 | $2,146 | $1,074 | $1,072 | $1,072 |
| NEWS CORPORATION, INC. CLASS B | 2009-09-29 | 2013-01-03 | $1,475 | $771 | $704 | $704 |
| NEWS CORPORATION, INC. CLASS A | 2011-08-05 | 2013-01-03 | $236 | $133 | $103 | $103 |
| NEWS CORPORATION, INC. CLASS A | 2011-08-05 | 2013-01-03 | $2,620 | $1,477 | $1,143 | $1,143 |
| PFIZER INC. | 2010-07-23 | 2013-01-03 | $2,436 | $1,381 | $1,055 | $1,055 |
| PROTECTIVE LIFE CORP. | 2011-09-19 | 2013-01-03 | $4,139 | $2,370 | $1,769 | $1,769 |
| PHILIP MORRIS INTL | 2010-07-23 | 2013-01-03 | $2,655 | $1,568 | $1,087 | $1,087 |
| PARAMETRIC TECH. | 2009-09-29 | 2013-01-03 | $1,164 | $704 | $460 | $460 |
| PUBLIC STORAGE INC. | 2009-11-02 | 2013-01-03 | $2,178 | $1,101 | $1,077 | $1,077 |
| QUALCOMM INC COM | 2010-06-09 | 2013-01-03 | $7,784 | $4,254 | $3,530 | $3,530 |
| REYNOLDS AMERICAN INC. | 2009-09-29 | 2013-01-03 | $1,274 | $677 | $597 | $597 |
| ROCKWELL INTERNATIONAL CORP. | 2009-11-02 | 2013-01-03 | $1,803 | $845 | $958 | $958 |
| ROUSE CO. | 2011-09-19 | 2013-01-03 | $44 | $29 | $15 | $15 |
| SBA COMMUNICATIONS CORP. | 2009-11-02 | 2013-01-03 | $1,486 | $582 | $904 | $904 |
| SHERWIN-WILLIAMS CO. | 2009-11-02 | 2013-01-03 | $2,014 | $747 | $1,267 | $1,267 |
| SLM CORPORATION | 2009-11-02 | 2013-01-03 | $1,156 | $643 | $513 | $513 |
| TERADYNE INC. | 2009-11-02 | 2013-01-03 | $1,094 | $543 | $551 | $551 |
| TJX COMPANIES INC. | 2009-09-29 | 2013-01-03 | $2,132 | $891 | $1,241 | $1,241 |
| TORCHMARK CORP. | 2009-11-02 | 2013-01-03 | $1,636 | $835 | $801 | $801 |
| THE TRAVELERS COMPANIES INC. | 2002-11-15 | 2013-01-03 | $10,498 | $4,758 | $5,740 | $5,740 |
| TIME WARNER INC. | 2009-09-29 | 2013-01-03 | $2,534 | $1,390 | $1,144 | $1,144 |
| TIME WARNER INC. | 2010-11-29 | 2013-01-03 | $1,734 | $1,039 | $695 | $695 |
| UDR INC. | 2009-11-02 | 2013-01-03 | $951 | $575 | $376 | $376 |
| UNITED HEALTH CARE | 2009-11-02 | 2013-01-03 | $1,044 | $529 | $515 | $515 |
| UNION PACIFIC CORP. | 2010-02-18 | 2013-01-03 | $3,602 | $1,820 | $1,782 | $1,782 |
| VISA INC. | 2009-09-29 | 2013-01-03 | $3,424 | $1,529 | $1,895 | $1,895 |
| VISA INC. | 2010-06-09 | 2013-01-03 | $778 | $376 | $402 | $402 |
| VISA INC. | 2011-08-05 | 2013-01-03 | $2,179 | $1,179 | $1,000 | $1,000 |
| VIACOM INC. NEW CL A | 2009-11-02 | 2013-01-03 | $2,361 | $1,202 | $1,159 | $1,159 |
| VALERO ENERGY CORP. | 2010-11-29 | 2013-01-03 | $4,827 | $2,699 | $2,128 | $2,128 |
| VERISIGN, INC. | 2009-11-02 | 2013-01-03 | $912 | $533 | $379 | $379 |
| VENTAS INC. | 2009-09-29 | 2013-01-03 | $1,027 | $629 | $398 | $398 |
| VERIZON COMMUNICATIONS | 2010-05-04 | 2013-01-03 | $4,924 | $3,005 | $1,919 | $1,919 |
| WEYERHAUSER CO. | 2010-09-01 | 2013-01-03 | $836 | $451 | $385 | $385 |
| YUM BRANDS INC COM | 2009-09-29 | 2013-01-03 | $2,020 | $989 | $1,031 | $1,031 |
| AIR FRANCE | 2012-05-31 | 2013-01-03 | $5,480 | $2,404 | $3,076 | $3,076 |
| AGRIUM INC. | 2010-07-09 | 2013-01-03 | $1,625 | $927 | $698 | $698 |
| AMCOR LTD ADR NEW | 2009-09-29 | 2013-01-03 | $3,712 | $2,052 | $1,660 | $1,660 |
| ARKEMA | 2009-09-29 | 2013-01-03 | $7,488 | $2,439 | $5,049 | $5,049 |
| ASM INTERNATIONAL NV | 2009-09-29 | 2013-01-03 | $2,071 | $1,002 | $1,069 | $1,069 |
| ASML HOLDING NV | 2009-09-29 | 2013-01-03 | $2,015 | $1,172 | $843 | $843 |
| GRUPO AEROPORTUARIO DEL SURESTE SA DE CV | 2011-11-28 | 2013-01-03 | $951 | $432 | $519 | $519 |
| ATLAS COPCO ADR | 2009-09-29 | 2013-01-03 | $8,159 | $3,783 | $4,376 | $4,376 |
| YAMANA GOLD INC. | 2010-07-09 | 2013-01-03 | $1,415 | $835 | $580 | $580 |
| BAYERISCHE MOTOREN W | 2010-07-09 | 2013-01-03 | $3,015 | $1,518 | $1,497 | $1,497 |
| BASF ADR | 2009-09-29 | 2013-01-03 | $8,582 | $4,780 | $3,802 | $3,802 |
| BT GROUP PLC | 2010-06-16 | 2013-01-03 | $5,825 | $3,164 | $2,661 | $2,661 |
| BRITISH AMERN TOB PLC SPONSORED | 2010-05-11 | 2013-01-03 | $5,338 | $1,988 | $3,350 | $3,350 |
| BRITISH AMERN TOB PLC SPONSORED | 2009-09-29 | 2013-01-03 | $5,338 | $4,684 | $654 | $654 |
| ANHEUSER-BUSCH INBEV | 2010-05-11 | 2013-01-03 | $7,649 | $4,385 | $3,264 | $3,264 |
| COCA COLA AMATIL | 2009-09-29 | 2013-01-03 | $7,086 | $4,355 | $2,731 | $2,731 |
| COMPASS GRP SPON ADR | 2009-09-29 | 2013-01-03 | $5,992 | $3,056 | $2,936 | $2,936 |
| CSL LTD | 2011-09-20 | 2013-01-03 | $3,348 | $1,694 | $1,654 | $1,654 |
| CSL LTD | 2010-07-09 | 2013-01-03 | $1,674 | $886 | $788 | $788 |
| CSL LTD | 2011-11-28 | 2013-01-03 | $167 | $91 | $76 | $76 |
| CANADIAN PACIFIC LTD | 2011-09-20 | 2013-01-03 | $1,695 | $834 | $861 | $861 |
| CEMEX SA DE CV | 2011-10-24 | 2013-01-03 | $1,285 | $452 | $833 | $833 |
| DASSAULT SYSTEMES SA | 2009-09-29 | 2013-01-03 | $6,935 | $3,469 | $3,466 | $3,466 |
| DIAGEO PLC | 2009-09-29 | 2013-01-03 | $4,110 | $2,164 | $1,946 | $1,946 |
| DIAGEO PLC | 2010-05-11 | 2013-01-03 | $3,758 | $2,100 | $1,658 | $1,658 |
| EUROPEAN AERONAUTIC DEFENSE & SPACE CO | 2009-12-23 | 2013-01-03 | $1,794 | $892 | $902 | $902 |
| ERSTE BK DER OEST | 2011-11-28 | 2013-01-03 | $2,930 | $1,451 | $1,479 | $1,479 |
| ENBRIDGE INC. | 2010-07-09 | 2013-01-03 | $3,995 | $2,267 | $1,728 | $1,728 |
| EXPERIAN GROUP LTD | 2009-09-29 | 2013-01-03 | $2,890 | $1,489 | $1,401 | $1,401 |
| FEMSA | 2010-07-09 | 2013-01-03 | $2,025 | $905 | $1,120 | $1,120 |
| HENKEL LTD PARTNERSHIP SPONSORED ADR | 2010-05-11 | 2013-01-03 | $2,255 | $1,400 | $855 | $855 |
| HITACHI LTD | 2009-12-31 | 2013-01-03 | $7,945 | $4,062 | $3,883 | $3,883 |
| HITACHI LTD | 2009-09-29 | 2013-01-03 | $843 | $437 | $406 | $406 |
| HUANENG POWER INTERNATIONAL INC. | 2011-10-24 | 2013-01-03 | $3,113 | $1,495 | $1,618 | $1,618 |
| HUTCHISON WHAMPOA | 2009-12-23 | 2013-01-03 | $1,546 | $927 | $619 | $619 |
| HANNOVER RUCKVERSICH | 2010-05-11 | 2013-01-03 | $2,417 | $1,340 | $1,077 | $1,077 |
| EMPRESAS ICA SOCIED ADR | 2011-10-24 | 2013-01-03 | $5,005 | $2,132 | $2,873 | $2,873 |
| INTERCONTINENTAL HOTELS GROUP PLC | 2009-09-29 | 2013-01-03 | $2,932 | $1,450 | $1,482 | $1,482 |
| ORIX CORP. | 2009-09-29 | 2013-01-03 | $3,468 | $1,892 | $1,576 | $1,576 |
| ORIX CORP. | 2009-12-31 | 2013-01-03 | $2,543 | $1,509 | $1,034 | $1,034 |
| JARDINE MATHESON HLDGS ADR | 2009-09-29 | 2013-01-03 | $2,648 | $1,296 | $1,352 | $1,352 |
| KEPPEL CORPORATION LTD | 2009-09-29 | 2013-01-03 | $4,111 | $2,413 | $1,698 | $1,698 |
| LVMH-MOET HENNESSY LOUIS VUITTON ADR | 2009-09-29 | 2013-01-03 | $5,889 | $3,230 | $2,659 | $2,659 |
| LVMH-MOET HENNESSY LOUIS VUITTON ADR | 2010-05-11 | 2013-01-03 | $1,288 | $789 | $499 | $499 |
| LLOYDS BANKING GROUP ADR | 2011-11-28 | 2013-01-03 | $3,396 | $1,537 | $1,859 | $1,859 |
| NASPERS LTD. | 2010-07-09 | 2013-01-03 | $2,774 | $1,570 | $1,204 | $1,204 |
| NESTLE S.A. ADR | 2003-05-30 | 2013-01-03 | $11,291 | $3,547 | $7,744 | $7,744 |
| NOVO-NORDISC ADR | 2009-09-29 | 2013-01-03 | $9,600 | $3,672 | $5,928 | $5,928 |
| NOVO-NORDISC ADR | 2009-12-31 | 2013-01-03 | $2,814 | $1,096 | $1,718 | $1,718 |
| REXAM PLC ADS | 2009-09-29 | 2013-01-03 | $2,517 | $1,495 | $1,022 | $1,022 |
| ROLLS-ROYCE GROUP | 2009-09-29 | 2013-01-03 | $5,340 | $2,789 | $2,551 | $2,551 |
| SAP AKTIENGESELL | 2009-12-31 | 2013-01-03 | $2,249 | $1,316 | $933 | $933 |
| SABMILLER PLC SPONSORED ADR | 2009-09-29 | 2013-01-03 | $4,552 | $2,390 | $2,162 | $2,162 |
| SGS SA | 2010-05-11 | 2013-01-03 | $6,771 | $3,852 | $2,919 | $2,919 |
| SHIRE PHARMACEUTICALS GROUP PLC | 2009-09-29 | 2013-01-03 | $3,238 | $1,835 | $1,403 | $1,403 |
| SOCIEDAD QUIMICA MINERA DE CHILE SA ADR | 2010-07-09 | 2013-01-03 | $1,856 | $1,119 | $737 | $737 |
| SUBSEA 7 SA | 2009-09-29 | 2013-01-03 | $2,387 | $1,237 | $1,150 | $1,150 |
| SWEDBANK AB | 2009-12-23 | 2013-01-03 | $4,281 | $2,041 | $2,240 | $2,240 |
| TENCENT HOLDINGS ADR | 2010-07-09 | 2013-01-03 | $1,060 | $577 | $483 | $483 |
| TELENOR ASA SPONSORED ADR | 2009-09-29 | 2013-01-03 | $2,860 | $1,617 | $1,243 | $1,243 |
| TAIWAN SEMICONDUCTOR | 2010-07-09 | 2013-01-03 | $7,494 | $4,182 | $3,312 | $3,312 |
| TATA MOTORS LTD. | 2011-11-28 | 2013-01-03 | $2,435 | $1,406 | $1,029 | $1,029 |
| ULTRAPAR HOLDINGS INC. | 2010-07-09 | 2013-01-03 | $1,768 | $1,014 | $754 | $754 |
| VOLKSWAGEN AG SPONSORED ADR | 2010-06-16 | 2013-01-03 | $10,307 | $4,068 | $6,239 | $6,239 |
| WPP GROUP PLC | 2009-09-29 | 2013-01-03 | $1,838 | $1,087 | $751 | $751 |
| YARA INTERNATIONAL ADR | 2009-09-29 | 2013-01-03 | $885 | $553 | $332 | $332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $511,044 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $116,260 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $937,639 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.123992 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $149,248 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $775,896 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.192356 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $103,380 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $798,153 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.129524 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $115,101 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $775,617 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.148399 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $88,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $933,254 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.094937 | DistributionYr5Rt |
| Total Distribution | 0.689208 | TotalDistributionRt |
| Average Distribution | 0.137842 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,342,081 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $184,995 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,474 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $190,469 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $199,560 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,474 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,474 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,474 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $848 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $15,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $15,848 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,374 | OverpaymentAmt |
| Applied To ES Tax | $10,374 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | COHNREZNICK LLP | IndividualWithBooksNm |
| Phone | 3108439700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 AVENUE OF THE STARS 28TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EILEEN A BROWN | ||||||||
| 132 SO RODEO DRIVE | BEVERLY HILLS | CA | 90212 | VP, SEC, CFO, DIR | 1.00 | $0 | $0 | $0 |
| HAROLD A BROWN | ||||||||
| 132 SO RODEO DRIVE | BEVERLY HILLS | CA | 90212 | PRES, DIR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,080,679 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $281,840 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,362,519 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,362,519 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,438 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,342,081 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,104 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,104 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,474 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,474 | TotalTaxAmt |
| Distributable Before Adj | $61,630 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,630 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $61,630 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,560 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $199,560 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,474 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $194,086 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,630 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $47,625 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $76,718 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $65,776 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $113,777 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $70,229 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $374,125 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $199,560 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,630 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $137,930 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $512,055 | 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 | $47,625 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $464,430 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $76,718 | ExcessFromYear4Amt |
| Excess From Year3 | $65,776 | ExcessFromYear3Amt |
| Excess From Year2 | $113,777 | ExcessFromYear2Amt |
| Excess From Year1 | $70,229 | ExcessFromYear1Amt |
| Excess From Current Year | $137,930 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EILEEN A BROWN | ContributingManagerNm |
| Contributing Manager | HAROLD A BROWN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BRANDEIS NATIONAL COMMITTEE | ||||||
| 415 SO STREET | WALTHAM | MA | 02453 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $60 |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||
| 4650 SUNSET BOULEVARD | LOS ANGELES | CA | 90027 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $11,500 |
| CROHNS & COLITIS FOUNDATION | ||||||
| 10350 SANTA MONICA BLVD SUITE 120 | LOS ANGELES | CA | 90025 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $3,000 |
| HAVERFORD SCHOOL | ||||||
| 450 LANCASTER AVE | HAVERFORD | PA | 19041 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $15,000 |
| JEWISH FAMILY SERVICES-SOVA | ||||||
| 3580 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90010 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $50,000 |
| OCCIDENTAL COLLEGE | ||||||
| 1600 CAMPUS ROAD | LOS ANGELES | CA | 90041 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $70,000 |
| PITZER COLLEGE | ||||||
| 1050 N MILLS AVE | CLAREMONT | CA | 91711 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $199,560 | 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 | $17 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,618 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $275,425 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $312,114 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $312,114 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | EILEEN HAROLD BROWN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 SO RODEO DRIVE | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $510,369 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 11520.737 SHS VANGUARD TOTAL STOCK MARKET INDEX FUND | NoncashPropertyDesc |
| Fair Market Value | $510,369 | FairMarketValueAmt |
| Received | 2013-12-17 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS-CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,672,546 | BookValueAmt |
| EOYFMV | $1,534,089 | 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 | $267 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $267 | 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 | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90212 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $4,152 | $0 | $0 |
| FRANCHISE TAX BOARD | $85 | $0 | $0 |
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