THE EILEEN AND HAROLD BROWN FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE EILEEN AND HAROLD BROWN FOUNDATION (EIN 95-3945183)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-09
- IRS object ID
- 201213149349100211
- Schema version
- 2011v1.2
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-09T12:33:53-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221478099 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11755 WILSHIRE BLVD STE 1700 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953945183 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EILEEN AND HAROLD BROWN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EILE | NameControl |
| Phone | 3107774800 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EILEEN BROWN | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 3239389055 | Phone |
| Date Signed | 2012-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ARNOLD G ANISGARTEN | Name |
| PTIN | P00227735 | PTIN |
| Phone | 3104773722 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 920796 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 245436 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 87 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 87 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 19509 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 19509 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1525 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 427253 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 146773 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 266557 | TotalRevenueAndExpenses |
| Total Net Investment Income | 166369 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2410 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 2410 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 150 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 150 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2560 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 150 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2410 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 148500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 148500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 151060 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 150 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 150910 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 115497 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 166219 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1 | CashBOY |
| Savings And Temp Cash Invst BOY | 289817 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 280390 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 280390 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 486265 | InvestmentsOtherBOY |
| Investments Other EOY | 611190 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 640406 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 776083 | TotalAssetsBOY |
| Total Assets EOY | 891580 | TotalAssetsEOY |
| Total Assets EOYFMV | 920796 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 776083 | RetainedEarningsBOY |
| Retained Earnings EOY | 891580 | RetainedEarningsEOY |
| Total Net Assets BOY | 776083 | TotalNetAssetsBOY |
| Total Net Assets EOY | 891580 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 776083 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 891580 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 776083 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 115497 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 891580 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 891580 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (56 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 2266.304 SHS PIMCO CL | 2006-04-24 | 2011-05-11 | 25000 | 23184 | 1816 | 1816 |
| 3088.012 SHS PIMCO CL | 2006-04-24 | 2011-06-22 | 33980 | 31591 | 2389 | 2389 |
| 706.897 SHS HUSSMAN STRATEGIC | 2006-04-24 | 2011-09-15 | 9000 | 10131 | -1131 | -1131 |
| 2612.30 SHS HUSSMAN STRATEGIC | 2006-04-24 | 2011-10-07 | 34201 | 37437 | -3236 | -3236 |
| 629.766 SHS OSTERWEIS | 2006-04-24 | 2011-06-22 | 17544 | 16876 | 668 | 668 |
| 483.929 SHS IVY GLOBAL | 2006-05-17 | 2011-09-15 | 9137 | 12583 | -3446 | -3446 |
| 964.9 SHS LOOMIS SAYLES | 2006-06-29 | 2011-02-17 | 14000 | 11820 | 2180 | 2180 |
| 239.847 SHS HARBOR INTERNATIONAL | 2009-05-01 | 2011-06-22 | 14980 | 10266 | 4714 | 4714 |
| 167.78 SHS THIRD AVE RE VALUE | 2009-05-01 | 2011-02-17 | 4000 | 2486 | 1514 | 1514 |
| 338.309 SHS THIRD AVE RE VALUE | 2009-05-01 | 2011-09-15 | 7010 | 5014 | 1996 | 1996 |
| 295.588 SHS TEMPLETON GLOBAL | 2009-12-24 | 2011-02-17 | 4000 | 3793 | 207 | 207 |
| 725.163 SHS TEMPLETON GLOBAL | 2010-05-06 | 2011-06-22 | 9980 | 9643 | 337 | 337 |
| 725.163 SHS TEMPLETON GLOBAL | 2011-02-17 | 2011-06-22 | 5480 | 5472 | 8 | 8 |
| 2239.27 SHS IVY GLOBAL NATURAL RESOURECES | 2008-12-11 | 2011-12-06 | 39458 | 23199 | 16259 | 16259 |
| 453 SHS NESTL | 2003-05-30 | 2011-12-06 | 25146 | 9341 | 15805 | 15805 |
| 45 SHS APPLE | 2009-09-29 | 2011-12-06 | 17678 | 8345 | 9333 | 9333 |
| 3 SHS APPLE | 1999-11-02 | 2011-12-06 | 1179 | 568 | 611 | 611 |
| 13 SHS AMAZON | 2009-09-29 | 2011-12-06 | 2482 | 1192 | 1290 | 1290 |
| 13 SHS AUTOZONE | 2009-12-15 | 2011-12-06 | 4297 | 2040 | 2257 | 2257 |
| 18 SHS BIOGEN IDIC | 2009-11-02 | 2011-12-06 | 1984 | 773 | 1211 | 1211 |
| 27 SHS BORG WARNER | 2009-11-02 | 2011-12-06 | 1839 | 830 | 1009 | 1009 |
| 30 SHS CATAPILLAR | 2011-09-29 | 2011-12-06 | 2779 | 1554 | 1225 | 1225 |
| 15 SHS CLIFF NATURAL RESOURCES | 2009-11-02 | 2011-12-06 | 1012 | 537 | 475 | 475 |
| 7 SHS CHIPOTLE MEXICAN GRILL | 2009-11-02 | 2011-12-06 | 2328 | 580 | 1748 | 1748 |
| 16 SHS COMMINS | 1999-11-02 | 2011-12-06 | 1466 | 704 | 762 | 762 |
| 27 SHS COACH | 2009-09-29 | 2011-12-06 | 1644 | 892 | 752 | 752 |
| 19 SHS COOPER COMPANIES | 2009-11-02 | 2011-12-06 | 1102 | 549 | 553 | 553 |
| 286 SHS CONOCOPHILLIPS | 2003-09-23 | 2011-12-06 | 20392 | 7971 | 12421 | 12421 |
| 13 SHS SALESFORCE.COM | 2009-09-29 | 2011-12-06 | 1572 | 746 | 826 | 826 |
| 20 SHS CITRIX SYSTEMS | 2009-11-02 | 2011-12-06 | 1402 | 748 | 654 | 654 |
| 150 SHS CHEVRON CORP | 2004-12-31 | 2011-12-06 | 15377 | 6406 | 8971 | 8971 |
| 42 SHS BRINKER INTERNATIONAL | 2009-11-02 | 2011-12-06 | 989 | 536 | 453 | 453 |
| 18 SHS THE EST | 2009-09-29 | 2011-12-06 | 2000 | 664 | 1336 | 1336 |
| 8 SHS GOOGLE | 2004-12-08 | 2011-12-06 | 4952 | 1392 | 3560 | 3560 |
| 10 SHS GOOGLE | 2005-07-20 | 2011-12-06 | 6190 | 3060 | 3130 | 3130 |
| 15 SHS MONSTER BEVERAGE CORP | 2009-11-02 | 2011-12-06 | 1426 | 553 | 873 | 873 |
| 38 SHS HEALTHNET | 2009-11-02 | 2011-12-06 | 1107 | 587 | 520 | 520 |
| 24 SHS INTUIT | 2009-09-29 | 2011-12-06 | 1261 | 681 | 580 | 580 |
| 95 SHS JDS UNIPHASE CORP | 2009-11-02 | 2011-12-06 | 989 | 523 | 466 | 466 |
| 39 SHS LIMITED BRANDS | 2009-09-29 | 2011-12-06 | 1583 | 668 | 915 | 915 |
| 39 SHS LAS VEGAS SANDS CORP | 2009-11-02 | 2011-12-06 | 1687 | 557 | 1130 | 1130 |
| 20 SHS O'REILLY AUTOMOTIVE | 2009-11-02 | 2011-12-06 | 1573 | 749 | 824 | 824 |
| 350 SHS OCCIDENTAL PETROLEUM CORP | 2004-12-31 | 2011-12-06 | 32597 | 3610 | 28987 | 28987 |
| 27 SHS PETSMART | 2009-11-02 | 2011-12-06 | 1308 | 636 | 672 | 672 |
| 13 SHS PANERA BREAD CO | 2009-09-29 | 2011-12-06 | 1795 | 720 | 1075 | 1075 |
| 14 SHS PERRIGO CO | 2009-11-02 | 2011-12-06 | 1361 | 539 | 822 | 822 |
| 81 SHS SALLY BEAUTY HOLDINGS | 2009-11-02 | 2011-12-06 | 1618 | 555 | 1063 | 1063 |
| 29 SHS SANDISK CORP | 2009-11-02 | 2011-12-06 | 1445 | 606 | 839 | 839 |
| 25 SHS TRIMBLE NAVIGATION LIMITED | 2009-11-02 | 2011-12-06 | 1082 | 532 | 550 | 550 |
| 70 SHS UNITEDHEALTH GROUP INC | 2009-09-29 | 2011-12-06 | 3394 | 1826 | 1568 | 1568 |
| 299 SHS UNITED TECHNOLOGIES CORP | 2003-09-23 | 2011-12-06 | 22294 | 11773 | 10521 | 10521 |
| 41 SHS WABCO HOLDINGS INC | 2009-09-29 | 2011-12-06 | 1776 | 853 | 923 | 923 |
| 28 SHS WILLIAMS SONOMA INC | 2009-11-02 | 2011-12-06 | 1062 | 528 | 534 | 534 |
| 31 SHS WYNDHAM WORLDWIDE CORP | 2009-11-02 | 2011-12-06 | 1078 | 525 | 553 | 553 |
| 10 SHS WYNN RESORTS LTD | 2009-11-02 | 2011-12-06 | 1098 | 536 | 562 | 562 |
| SECURITIES LITIGATION SETTLMENTS | 2007-01-01 | 2011-06-27 | 139 | 139 | 139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 146773 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 103380 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 798153 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.129524 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 115101 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 775617 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.148399 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 88600 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 933254 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.094937 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 169603 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 753288 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.225150 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 54500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 738152 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.073833 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.671843 | TotalDistributionRatio |
| Average Distribution Ratio | 0.134369 | AverageDistributionRatio |
| Net Noncharitable Assets | 775896 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 104256 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1662 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 105918 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 150910 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1662 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1662 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1662 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 387 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 3000 | TaxPaidWithExtension |
| Total Credits And Payments | 3387 | TotalCreditsAndPayments |
| Penalty For Underpayment | 26 | PenaltyForUnderpayment |
| Overpayment | 1699 | Overpayment |
| Amount Credited To Next Year | 1699 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | COHNREZNICK LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3104773722 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11755 WILSHIRE BLVD SUITE 1700 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 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 |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 515762 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 271950 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 787712 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 787712 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11816 | CashDeemedCharitable |
| Net Noncharitable Assets | 775896 | NetNoncharitableAssets |
| Minimum Investment Return | 38795 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 38795 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1662 | TaxBasedOnInvestmentIncome |
| Total Tax | 1662 | TotalTax |
| Distributable Amount Before Adj | 37133 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 37133 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 37133 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 150910 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 150910 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1662 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 149248 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 37133 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 18728 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 132903 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 47625 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 76718 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 65776 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 341750 | TotalExcessDistriCarryover |
| Qualifying Distributions | 150910 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 37133 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 113777 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 455527 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 18728 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 436799 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 132903 | ExcessFromYear4 |
| Excess From Year3 | 47625 | ExcessFromYear3 |
| Excess From Year2 | 76718 | ExcessFromYear2 |
| Excess From Year1 | 65776 | ExcessFromYear1 |
| Excess From Current Year | 113777 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EILEEN A BROWN | ContributingManager |
| Contributing Manager | HAROLD A BROWN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AGORA PARTERSHIPS | ||||||
| 920 U STREET NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $250 |
| ALZAHEIMERS ASSOCIATION | ||||||
| 5900 WILSHIRE BLVD SUITE 1100 | LOS ANGELES | CA | 90036 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $500 |
| AMERIAN RED CROSS | ||||||
| 11355 OHIO AVENUE | LOS ANGELES | CA | 90025 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $1,000 |
| ART OF THE BRAIN-UCLA | ||||||
| 710 WESTWOOD PLAZA | LOS ANGELES | CA | 90095 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $250 |
| BEIT T'SHUVAH | ||||||
| 8831 VENICE BLVD | VENICE | CA | 90034 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $1,000 |
| BOYS AND GIRLS CLUB OF HOLLYWOOD | ||||||
| 850 NORTH CAHUENGA BOULEVARD | LOS ANGELES | CA | 90038 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $500 |
| CAL WESTERN LAW SCHOOL | ||||||
| 225 CEDAR STREET | SAN DIEGO | CA | 92101 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $25,000 |
| CARLETON COLLEGE | ||||||
| ONE NORTH COLLEGE STREET | NORTHFIELD | MN | 55057 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $500 |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||
| 4650 SUNSET BOULEVARD | LOS ANGELES | CA | 90027 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $1,500 |
| CROHNS AND COLITIS FOUNDATION | ||||||
| 1640 SO SEPULVEDA | LOS ANGELES | NY | 90025 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $4,000 |
| HAVERFORD SCHOOL | ||||||
| 450 LANCASTER AVE | HAVERFORD | PA | 19041 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $15,000 |
| HOBART SHAKESPEAREAS | ||||||
| 980 SO HOBART BLVD | LOS ANGELES | NY | 90006 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $500 |
| JEWISH FAMILY SERVICES-SOVA | ||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $10,000 |
| KPCC | ||||||
| 474 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $1,000 |
| LOS ANGELES REGIONAL FOODBANK | ||||||
| 1743 E 41ST ST | LOS ANGELES | CA | 90058 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $2,500 |
| LOS ANGELES RIVER REVITALIZATION CORP | ||||||
| 570 WEST AVENUE 26 SUITE 475 | LOS ANGELES | CA | 90065 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $200 |
| MAZON | ||||||
| 10495 SANTA MONICA BLVD SUITE 100 | LOS ANGELES | CA | 90025 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $300 |
| NATIONAL GAUCHERS FOUNDATION | ||||||
| 2227 IDLEWOOD ROAD | TUCKER GA | GA | 30084 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $2,500 |
| OCCIDENTAL COLLEGE | ||||||
| 1600 CAMPUS ROAD | LOS ANGELES | CA | 90041 | PUBLIC CHARITY | SCHOLARSHIP FUND | $55,000 |
| PITZER COLLEGE | ||||||
| 1050 N MILLS AVE | CLAREMONT | CA | 91711 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $25,000 |
| SANTA MONICA SYNAGOGUE | ||||||
| 1448 18TH STREET CA 90404 | SANTA MONICA | CA | 90404 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $1,000 |
| UNITED IN HARMONY | ||||||
| PO BOX 34456 | LOS ANGELES | CA | 90034 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $500 |
| WEINGART CENTER ASSOCIATION | ||||||
| 566 SO SAN PEDRO ST | LOS ANGELES | CA | 90013 | PUBLIC CHARITY | GENERAL PURPOSE-UNRESTRICTED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 148500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $87 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $19,509 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,525 | ExclusionAmount |
Gross Profit Loss Sales Of Invntry GrossProfitLossSalesOfInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $21,121 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 21121 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS-CHARLES SCHWAB | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 611190 | BookValue |
| EOYFMV | 640406 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ASSET MANAGEMENT FEES | Description |
| Revenue And Expenses Per Books | 150 | RevenueAndExpensesPerBooks |
| Net Investment Income | 150 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | HAROLD EILEEN BROWN | PersonName |
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 Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAXES | $2,400 | 0 | 2400 |
| FRANCHISE TAX BOARD | $10 | 0 | 10 |
Comments