THE EILEEN AND HAROLD BROWN FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE EILEEN AND HAROLD BROWN FOUNDATION (EIN 95-3945183)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-21
IRS object ID
201321419349100007
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)
Timestamp2013-05-21T13:41:45-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN221478099EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line111755 WILSHIRE BLVD STE 1700AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90025ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN953945183EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE EILEEN AND HAROLD BROWN FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlEILENameControl
Phone3107774800Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1132 SOUTH RODEO DRIVEAddressLine1
CityBEVERLY HILLSCity
StateCAState
ZIP Code90212ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameEILEEN BROWNName
TitleVICE PRESIDENTTitle
Phone3239389055Phone
Date Signed2013-05-16DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameARNOLD G ANISGARTENName
PTINP00227735PTIN
Phone3104773722Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1439637FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss505076ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss257InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm257InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss25932DividendsRevAndExpnss
Dividends Net Invst Incm25932DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss16531NetGainSaleAssetsRevAndExpnss
Gross Sales Price112563GrossSalesPrice
Capital Gain Net Incm Net Invst Incm16531CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses547796TotalRevenueAndExpenses
Total Net Investment Income42720TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss3085TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss150OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm150OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss3235TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm150TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss116260ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps116260ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss119495TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm150TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps116260TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses428301ExcessOfRevenueOverExpenses
Net Investment Income42570NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash EOY4000CashEOY
Cash EOYFMV4000CashEOYFMV
Savings And Temp Cash Invst BOY280390SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY287627SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV288127SavingsAndTempCashInvstEOYFMV
Investments Other BOY611190InvestmentsOtherBOY
Investments Other EOY1028254InvestmentsOtherEOY
Investments Other EOYFMV1147510InvestmentsOtherEOYFMV
Total Assets BOY891580TotalAssetsBOY
Total Assets EOY1319881TotalAssetsEOY
Total Assets EOYFMV1439637TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
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 BOY891580RetainedEarningsBOY
Retained Earnings EOY1319881RetainedEarningsEOY
Total Net Assets BOY891580TotalNetAssetsBOY
Total Net Assets EOY1319881TotalNetAssetsEOY
Total Liabilities Net Assets BOY891580TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1319881TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY891580TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses428301ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal1319881Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY1319881TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)

Description Of AssetDescriptionOfAssetDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
3104.61 SHS PIMCO CL2009-05-012012-06-21350003240125992599
1970.448 SHS T ROWE PRICE2009-03-022012-06-2130837198001103711037
927.753 SHS LOOMIS SAYLES2006-06-292012-11-08139431136525782578
63.641 SHS HARBOR INTL INST2009-05-012012-06-2135002914586586
346.021SHS JP MORGAN STRATEGIC2010-07-152012-06-2140004002-2-2
80.451 SHS HARBOR INVEST FUND2011-02-172012-06-2144045000-596-596
94.375 SHS HARBOR INVEST2011-09-152012-03-2151665000166166
462.107 SHS PIMCO TOTAL D2011-02-172012-06-2152135000213213
440.917 SHS PRINCIPAL DIVERSIFIED RE2011-09-152012-06-2150005128-128-128
423.729 SHS WASATCH LONG SHORT2011-10-212012-06-21550054227878
FieldValueIRS element (for citing)
Capital Gain Net Income16531CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1149248QualifyingDistributionsYear1
Noncharitable Assets Year1775896NoncharitableAssetsYear1
Distribution Ratio Year10.192356DistributionRatioYear1
Qualifying Distributions Year2103380QualifyingDistributionsYear2
Noncharitable Assets Year2798153NoncharitableAssetsYear2
Distribution Ratio Year20.129524DistributionRatioYear2
Qualifying Distributions Year3115101QualifyingDistributionsYear3
Noncharitable Assets Year3775617NoncharitableAssetsYear3
Distribution Ratio Year30.148399DistributionRatioYear3
Qualifying Distributions Year488600QualifyingDistributionsYear4
Noncharitable Assets Year4933254NoncharitableAssetsYear4
Distribution Ratio Year40.094937DistributionRatioYear4
Qualifying Distributions Year5169603QualifyingDistributionsYear5
Noncharitable Assets Year5753288NoncharitableAssetsYear5
Distribution Ratio Year50.225150DistributionRatioYear5
Total Distribution Ratio0.790366TotalDistributionRatio
Average Distribution Ratio0.158073AverageDistributionRatio
Net Noncharitable Assets937639NetNoncharitableAssets
Adjusted Noncharitable Assets148215AdjustedNoncharitableAssets
One Percent Net Investment Income426OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One148641AdjNonchrtblAssetsAndOnePct
Qualifying Distributions116260QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax851InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal851Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income851TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1699EstTaxPaymentsAndOverpayment
Total Credits And Payments1699TotalCreditsAndPayments
Overpayment848Overpayment
Amount Credited To Next Year848AmountCreditedToNextYear
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 Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr0ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameCOHNREZNICK LLPBooksInCareOfPersonName
Books In Care Of Phone Number3104773722BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line111755 WILSHIRE BLVD SUITE 1700AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90025ZIPCode
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 (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
EILEEN A BROWN
132 SO RODEO DRIVEBEVERLY HILLSCA90212VP, SEC, CFO, DIR1.00000
HAROLD A BROWN
132 SO RODEO DRIVEBEVERLY HILLSCA90212PRES, DIR1.00000
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 Securities673206AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances278712AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets951918TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets951918AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable14279CashDeemedCharitable
Net Noncharitable Assets937639NetNoncharitableAssets
Minimum Investment Return46882MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return46882MinimumInvestmentReturn
Tax Based On Investment Income851TaxBasedOnInvestmentIncome
Total Tax851TotalTax
Distributable Amount Before Adj46031DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded46031DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted46031DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions116260ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions116260QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions116260AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted46031DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5132903ExcessDistriCarryoverYear5
Excess Distri Carryover Year447625ExcessDistriCarryoverYear4
Excess Distri Carryover Year376718ExcessDistriCarryoverYear3
Excess Distri Carryover Year265776ExcessDistriCarryoverYear2
Excess Distri Carryover Year1113777ExcessDistriCarryoverYear1
Total Excess Distri Carryover436799TotalExcessDistriCarryover
Qualifying Distributions116260QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year46031AppliedToCurrentYear
Remaining Distri From Corpus70229RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus507028TotalCorpus
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 Year5132903ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year374125ExcessDistriCyovToNextYear
Excess From Year447625ExcessFromYear4
Excess From Year376718ExcessFromYear3
Excess From Year265776ExcessFromYear2
Excess From Year1113777ExcessFromYear1
Excess From Current Year70229ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerEILEEN A BROWNContributingManager
Contributing ManagerHAROLD A BROWNContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ALZHEIMERS ASSOCIATION
5900 WILSHIRE BLVD SUITE 1100LOS ANGELESCA90036PUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$500
ART OF THE BRAIN-UCLA
710 WESTWOOD PLAZALOS ANGELESCA90095PUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$500
BEIT T'SHUVAH
8831 VENICE BLVDVENICECA90034PUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$500
BOYS AND GIRLS CLUB OF HOLLYWOOD
850 NORTH CAHUENGA BOULEVARDLOS ANGELESCA90038PUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$500
BRANDEIS NATIONAL COMMITTEE
415 SO STREETWALTHAMMA02453PUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$60
CAL WESTERN LAW SCHOOL
225 CEDAR STREETSAN DIEGOCA92101PUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$12,500
CARLETON COLLEGE
ONE NORTH COLLEGE STREETNORTHFIELDMN55057PUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$500
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BOULEVARDLOS ANGELESCA90027PUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$1,000
JEWISH FAMILY SERVICES-SOVA
6505 WILSHIRE BLVDLOS ANGELESCA90048PUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$15,000
LOS ANGELES ASSOCIATION OF SAVE THE CHILDREN
6404 WILSHIRE BLVD SUITE 1877LOS ANGELESCA90048PUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$5,000
LOS ANGELES REGIONAL FOODBANK
1743 E 41ST STLOS ANGELESCA90058PUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$1,250
MARBOROUGH SCHOOL
250 SOUTH ROSSMORE AVELOS ANGELESCA90004PUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$250
MOTHERS AGAINST DRUNK DRIVING
18726 S WESTERN AVE SUITE 210GARDENACA90248PUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$200
NATIONAL GAUCHERS FOUNDATION
2227 IDLEWOOD ROADTUCKER GAGA30084PUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$2,500
OCCIDENTAL COLLEGE
1600 CAMPUS ROADLOS ANGELESCA90041PUBLIC CHARITYSCHOLARSHIP FUND$50,000
PENTACLE DANCE WORKS
246 WEST 38TH ST 4TH FLOORNEW YORKNY10018PUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$500
PITZER COLLEGE
1050 N MILLS AVECLAREMONTCA91711PUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$25,000
PLANNED PARTENTHOOD
434 WEST 33RD STNEW YORKNY10001PUBLIC CHARITYGENERAL PURPOSE-UNRESTRICTED$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year116260TotGrantOrContriPaidDuringYear
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$257ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$25,932ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$16,531ExclusionAmount

Gross Profit Loss Sales Of Invntry GrossProfitLossSalesOfInvntry

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$42,720ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA42720TotalPartXVIA

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDS-CHARLES SCHWABCategoryOrItem
Listed At Cost Or FMVFMVListedAtCostOrFMV
Book Value1028254BookValue
EOYFMV1147510EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionASSET MANAGEMENT FEESDescription
Revenue And Expenses Per Books150RevenueAndExpensesPerBooks
Net Investment Income150NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameHAROLD EILEEN BROWNPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1132 SOUTH RODEO DRIVEAddressLine1
CityBEVERLY HILLSCity
StateCAState
ZIP Code90212ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FEDERAL TAXES$3,00000
FRANCHISE TAX BOARD$8500

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