RICHARD H BROWN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD H BROWN FOUNDATION (EIN 38-3267368)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-13
- IRS object ID
- 201342259349100114
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-13T09:40:39-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 DEPOSIT DR NE STE 310 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 49546 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383267368 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD H BROWN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RICH | NameControl |
| Phone | 6168741732 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6293 CANNON HIGHLANDS DRIVE NE | AddressLine1 |
| City | BELMONT | City |
| State | MI | State |
| ZIP Code | 49306 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD H BROWN | Name |
| Title | PRESIDENT | Title |
| Phone | 6168741732 | Phone |
| Date Signed | 2013-07-24 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHELLE L DERIDDER | Name |
| Phone | 6169426440 | Phone |
| Date Prepared | 2013-07-24 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2494032 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 12975 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 57031 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 57031 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 159071 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1782976 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 171160 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1402 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 230481 | TotalRevenueAndExpenses |
| Total Net Investment Income | 228193 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 6800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3400 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3400 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6150 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6150 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 541 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 541 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 20 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 20 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 13511 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10091 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3420 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 101500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 101500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 115011 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10091 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 104920 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 115470 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 218102 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | -62911 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 87751 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 87751 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2105245 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2070053 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2406281 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2042334 | TotalAssetsBOY |
| Total Assets EOY | 2157804 | TotalAssetsEOY |
| Total Assets EOYFMV | 2494032 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2042334 | RetainedEarningsBOY |
| Retained Earnings EOY | 2157804 | RetainedEarningsEOY |
| Total Net Assets BOY | 2042334 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2157804 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2042334 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2157804 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2042334 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 115470 | ExcessOfRevenueOverExpenses |
| Subtotal | 2157804 | Subtotal |
| Total Net Assets Fund Balances EOY | 2157804 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (27 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| PRICELINE COM INC | P | 2008-10-22 | 2012-12-27 | 3605 | 321 | 3284 | 3284 |
| DFA GLOBAL REAL ESTATE SEC PORTFOLIO | P | 2008-11-20 | 2012-12-27 | 26475 | 14190 | 12285 | 12285 |
| PRECISION CASTPARTS | P | 2000-04-05 | 2012-12-27 | 9319 | 565 | 8754 | 8754 |
| DFA INTL CORE EQUITY | P | 2008-11-20 | 2012-12-27 | 36450 | 23906 | 12544 | 12544 |
| DFA INVT TWO YEAR GLOBAL | P | 2012-04-16 | 2012-05-16 | 4082 | 4041 | 41 | 41 |
| DFA INVT TWO YEAR GLOBAL FIXED INC | P | 2011-01-01 | 2012-05-16 | 266098 | 263435 | 2663 | 2663 |
| DFA ONE YEAR FIXED INC PRTF INSTL | P | 2012-04-16 | 2012-05-16 | 959 | 947 | 12 | 12 |
| DFA ONE YEAR FIXED INC PRTF INSTL | P | 2011-01-01 | 2012-05-16 | 121847 | 120378 | 1469 | 1469 |
| DFA SHORT TERM GOVT PORT | P | 2012-04-16 | 2012-05-16 | 9015 | 8824 | 191 | 191 |
| DFA SHORT TERM GOVT PORT | P | 2011-01-01 | 2012-05-16 | 261299 | 255744 | 5555 | 5555 |
| DFA US CORE EQUITY | P | 2012-05-16 | 2012-12-27 | 39675 | 36636 | 3039 | 3039 |
| DFA US LARGE CAP VALUE PRTF INSTL | P | 2011-01-01 | 2012-05-16 | 278968 | 251320 | 27648 | 27648 |
| DFA US LARGE CAP VALUE PRTF INSTL | P | 2012-04-16 | 2012-05-16 | 5585 | 5032 | 553 | 553 |
| DFA US MICRO CAP PRTF INSTL | P | 2011-01-01 | 2012-05-16 | 146560 | 133269 | 13291 | 13291 |
| DFA US MICRO CAP PRTF INSTL | P | 2012-04-16 | 2012-05-16 | 1126 | 1024 | 102 | 102 |
| DFA US SMALL CAP VALUE PRTF INSTL | P | 2011-01-01 | 2012-05-16 | 137682 | 126378 | 11304 | 11304 |
| DFA US SMALL CAP VALUE PRTF INSTL | P | 2012-04-16 | 2012-05-16 | 3072 | 2820 | 252 | 252 |
| DIMENSIONAL ADV GLBLFIX INC PORT | P | 2011-01-01 | 2012-01-04 | 33975 | 33391 | 584 | 584 |
| SPARTAN 500 INDEX FDADVANTAGE | P | 2012-04-16 | 2012-05-16 | 6382 | 5455 | 927 | 927 |
| DIMENSIONAL ADV US SMALL CAP VALUE | P | 2005-08-24 | 2012-01-04 | 9975 | 9505 | 470 | 470 |
| VANGUARD INFLATION PROCTED | P | 2012-05-16 | 2012-12-27 | 5275 | 5275 | ||
| DIMENSIONAL ADVISOR US LG CAP VAL | P | 2005-05-16 | 2012-01-04 | 22975 | 20918 | 2057 | 2057 |
| VANGUARD SHORT TERM FED ADM | P | 2012-05-16 | 2012-12-27 | 5175 | 5179 | -4 | -4 |
| SPARTAN 500 INDEX FDADVANTAGE CLASS | P | 2005-05-06 | 2012-05-16 | 297230 | 254408 | 42822 | 42822 |
| VANGUARD TOTAL BOND MARKET INDEX | P | 2012-05-16 | 2012-12-27 | 5175 | 5185 | -10 | -10 |
| DFA EMERGING MRKTS CORE EQU PORTF | P | 2011-01-01 | 2012-12-27 | 19375 | 10887 | 8488 | 8488 |
| DFA FIVE YEAR GLBL FIXED INC PRTF | P | 2005-08-24 | 2012-12-27 | 13275 | 12783 | 492 | 492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 171160 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 5103 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 189732 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2522041 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.075230 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 156880 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2363981 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.066363 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 176194 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2121079 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.083068 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 145933 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2463150 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.059246 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 254966 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2989953 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.085274 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.369181 | TotalDistributionRatio |
| Average Distribution Ratio | 0.073836 | AverageDistributionRatio |
| Net Noncharitable Assets | 2403431 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 177460 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2181 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 179641 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 104920 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4362 | InvestmentIncomeExciseTax |
| Subtotal | 4362 | Subtotal |
| Tax Based On Investment Income | 4362 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 749 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 3900 | TaxPaidWithExtension |
| Total Credits And Payments | 4649 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 7 | PenaltyForUnderpayment |
| Overpayment | 280 | Overpayment |
| Amount Credited To Next Year | 280 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | RICHARD H BROWN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6166179700 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26841 WYNDHURST CT 101 | AddressLine1 |
| City | BONITA SPRINGS | City |
| State | FL | State |
| ZIP Code | 34134 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD H BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | PRES/TREAS | 1.00 | 0 | 0 | 0 |
| CHARLES C BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | SEC/DIRECTOR | 1.00 | 0 | 0 | 0 |
| NANCY BROWN | ||||||||
| 6293 CANNON HIGHLANDS DR NE | BELMONT | MI | 49306 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2420967 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 19064 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2440031 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2440031 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 36600 | CashDeemedCharitable |
| Net Noncharitable Assets | 2403431 | NetNoncharitableAssets |
| Minimum Investment Return | 120172 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 120172 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4362 | TaxBasedOnInvestmentIncome |
| Total Tax | 4362 | TotalTax |
| Distributable Amount Before Adj | 115810 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 115810 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 115810 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 104920 | ExpensesAndContributions |
| Qualifying Distributions | 104920 | QualifyingDistributions |
| Adj Qualifying Distributions | 104920 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 115810 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 35105 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 23929 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 72172 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 39761 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 66058 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 237025 | TotalExcessDistriCarryover |
| Qualifying Distributions | 104920 | QualifyingDistributions |
| Applied To Current Year | 104920 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 10890 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 10890 | ExcessDistriCyovAppliedCY |
| Total Corpus | 226135 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 24215 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 201920 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 23929 | ExcessFromYear4 |
| Excess From Year3 | 72172 | ExcessFromYear3 |
| Excess From Year2 | 39761 | ExcessFromYear2 |
| Excess From Year1 | 66058 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD H BROWN NANCY BROWN | ContributingManager |
| Contributing Manager | RICHARD H BROWN NANCY BROWN | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | RICHARD BROWN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26841 WYNDHURST CT 101 | AddressLine1 |
| City | BONITA SPRINGS | City |
| State | FL | State |
| ZIP Code | 34134 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6166179700 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIAL FORMAT REQUIRED | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN INST FOR CANCER RESEARCH | |||||||||
| 1759 R STREET NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $1,000 | ||
| AMERICAN CANCER SOCIETY | |||||||||
| 129 JEFFERSON AVE SE | GRAND RAPIDS | MI | 49503 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $5,000 | RELAY FOR LIFE | |
| CONDUCTIVE LEARNING CENTE | |||||||||
| 2428 BURTON ST SE | GRAND RAPIDS | MI | 49546 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $5,000 | ||
| MICHIGAN STATE UNIVERSITY | |||||||||
| 450 HANNAH ADMINISTRATION | EAST LANSING | MI | 488421046 | NONE | 509(A)(1) | THE COLLEGE OF ENGINEERING | $5,000 | ||
| MICHIGAN STATE UNIVERSITY | |||||||||
| 300 SPARTAN WAY | EAST LANSING | MI | 48824 | NONE | 501(C)(3) | MECHANICAL ENGINEERING ENDOWMENT | $70,000 | UNIVERSITY ADVANCEMENT | |
| MICHIGAN STATE UNIVERSITY | |||||||||
| 300 SPARTAN WAY | EAST LANSING | MI | 48824 | NONE | 501(C)(3) | WOMEN'S GOLF | $2,000 | UNIVERSITY ADVANCEMENT | |
| SAFE HAVEN OF MICHIGAN | |||||||||
| 3501 LAKE EASTBROOK BLVD | GRAND RAPIDS | MI | 49546 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $2,000 | SUITE 335 | |
| UNITED WAY OF LEE HENDRY & GLADES | |||||||||
| 7273 CONCOURSE DRIVE | FORT MEYERS | FL | 33908 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $5,000 | KEEL CLUB | |
| CROOKED TRAILS | |||||||||
| PO BOX 94034 | SEATTLE | WA | 98124 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $5,000 | ||
| NATIONAL MS SOCIETY | |||||||||
| 900 S BROADWAY | DENVER | CO | 80209 | NONE | 501(C)(3) | SUPPORT GENERAL FUND | $1,000 | ||
| THE EGYPT VALLEY SCHOLARSHIP FND | |||||||||
| 7333 KNAPP NE | ADA | MI | 49301 | NONE | 501(C)(3) | SUPPORT SCHOLARSHIP FUND | $500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 101500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $57,031 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $159,071 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC INCOME | Description |
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $1,402 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $217,506 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 217506 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | 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 | MR MRS RICHARD H BROWN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6293 CANNON HIGHLANDS DRIVE | AddressLine1 |
| City | BELMONT | City |
| State | MI | State |
| ZIP Code | 49306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 12975 | 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 | PUBLICLY TRADED SECURITIES | NoncashPropertyDescription |
| Fair Market Value | 12975 | FairMarketValue |
| Date Received | 2012-12-26 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $6,800 | Amount |
| Net Investment Income | 3400 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3400 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| RICHARD H BROWN |
| CHARLES C BROWN |
| NANCY BROWN |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (15 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DFIEX - DFA INT'L CORE EQUITY | 188394 | 301422 |
| DFCEX - DFA EMERGING MKTS CORE EQUIT | 84287 | 152064 |
| DFQTX - DFA US CORE EQUITY II | 827027 | 904368 |
| VBTSX - VANGUARD TOTAL BOND MARKET I | 221100 | 221243 |
| VBTSX - VANGUARD INFLATION PROCTED S | 224552 | 224342 |
| DFGEX - DFA GLOBAL REAL ESTATE SEC | 80192 | 150263 |
| VSGDX - VANGUARD SHORT TERM FEDERAL | 219413 | 218381 |
| DFGBX - DIMENSIONAL ADV GLOBAL FIX I | 225088 | 234198 |
| DIMENSIONAL ADV US MICRO CAP DFSCX | ||
| DIMENSIONAL ADV US SMALL CAP DFSVX | ||
| DIMENSIONAL ADV US LARGE CAP DFLVX | ||
| SPARTAN 500 INDEX FID ADV FUSVX | ||
| DIMENSIONAL ADV 5 YR GOVT DFFGX | ||
| DIMENSIONAL ADV 1 YR FIXED INC DFIHX | ||
| DFA INVT 2 YR GLOBAL FIXED INC DFGFX |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| MICHIGAN ANNUAL REPORT | 20 | 20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC INCOME | Description |
| Revenue And Expenses Per Books | 1402 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRAND WEALTH MANAGEMENT | Category |
| Amount | $6,150 | Amount |
| Net Investment Income | 6150 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $541 | Amount |
| Net Investment Income | 541 | NetInvestmentIncome |
Comments