HAROLD AND COLENE BROWN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD AND COLENE BROWN FAMILY FOUNDATION (EIN 33-6203761)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-01
- IRS object ID
- 202641219349100919
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T12:44:59-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Disaster Relief | LOS ANGELES COUNTY FIRE DISASTER RELIEF | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201287984 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WALTER B MANDELL GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25176 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 336203761 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD AND COLENE BROWN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
| Phone | 3236513000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8447 WILSHIRE BLVD 204 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902113207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN BROWN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3236513000 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WALTER B MANDELL | PreparerPersonNm |
| PTIN | P00542759 | PTIN |
| Phone | 3236513000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,523,019 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $31,661 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31,661 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $837,431 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $835,136 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,071,920 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,134,716 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,071,920 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,184 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,184 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,944,196 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,941,901 | 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 |
| Accounting Fees Rev And Expnss | $10,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $8,270 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $8,270 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,736 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,736 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $193,795 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $193,795 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $227,251 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $227,251 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,151,056 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,151,056 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,378,307 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $227,251 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,151,056 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,565,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,714,650 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,027,935 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,800,629 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,800,629 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,225,842 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,358,410 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,385,998 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,734,925 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,574,956 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,313,945 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $762,235 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $798,491 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $807,130 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $15,791,547 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,566,134 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,215,317 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,542,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,098,620 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,523,019 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $24,542,484 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,098,620 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,542,484 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,098,620 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,542,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,098,620 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,542,484 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,565,889 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $26,108,373 | SubtotalAmt |
| Other Decreases | $9,753 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,098,620 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 02716 | P | 2025-01-01 | 2025-12-31 | $1,593,670 | $1,547,979 | $45,691 | $45,691 |
| MERRILL LYNCH 02716 | P | 2024-12-31 | 2025-12-31 | $6,145,968 | $4,292,981 | $1,852,987 | $1,852,987 |
| MERRILL LYNCH 02716 SUPP | P | 2025-01-01 | 2025-12-31 | $214,714 | $219,198 | -$4,484 | -$4,484 |
| WARBURG PINCUS PARTNERSHIPS - ST | P | 2024-12-31 | 2025-12-31 | $345 | $345 | $345 | |
| WARBURG PINCUS PARTNERSHIPS - LT | P | 2024-12-31 | 2025-12-31 | $174,387 | $174,387 | $174,387 | |
| WARBURG PINCUS JOVIAN GG (CAYMAN)LP | P | 2024-12-31 | 2025-12-31 | $4,930 | $2,638 | $2,292 | $2,292 |
| CAPITAL GAINS DIVIDENDS | P | $702 | $702 | $702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,071,920 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,734 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $37,734 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $37,734 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $23,734 | TaxDueAmt |
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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE WALTER B MANDELL GROUP | IndividualWithBooksNm |
| Phone | 3236513000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8447 WILSHIRE BLVD STE 204 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902113207 | ZIPCd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| DEBORAH BROWN | |||||||||
| C/O WALTER MANDELL GROUP 8447 | WILSHIRE BLVD STE 204 | BEVERLY HILLS | CA | 90211 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELLEN BROWN | |||||||||
| C/O WALTER MANDELL GROUP 8447 | WILSHIRE BLVD STE 204 | BEVERLY HILLS | CA | 90211 | TRUSTEE | 0.00 | $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 | $28,741,810 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,909,618 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,651,428 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,651,428 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $459,771 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,191,657 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,509,583 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,509,583 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,734 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,734 | TotalTaxAmt |
| Distributable Before Adj | $1,471,849 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,471,849 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,471,849 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,151,056 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,151,056 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,471,849 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,133,267 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,151,056 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,133,267 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,789 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,454,060 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROOKLYN PUBLIC LIBRARY | |||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 11238 | NONE | PC | CHARITABLE CONTRIBUTION | $50,000 |
| RAND CORPORATION | |||||||
| 1776 MAIN STREET | SANTA MONICA | CA | 90401 | NONE | PC | CHARITABLE CONTRIBUTIONCHARITABLE CONTRIBUTION | $200,000 |
| NY PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 11013 | NONE | PC | CHARITABLE CONTRIBUTION | $50,000 |
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||
| 630 WEST FIFTH STREET | LOS ANGELES | CA | 90071 | NONE | PC | CHARITABLE CONTRIBUTION | $50,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | NONE | PC | CHARITABLE CONTRIBUTION | $250,000 |
| SOUTHERN CA PUBLIC RADIO | |||||||
| 474 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | PC | CHARITABLE CONTRIBUTION | $126,056 |
| OCCIDENTIAL COLLEGE | |||||||
| 1600 CAMPUS RD M-45 | LOS ANGELES | CA | 90041 | NONE | PC | CHARITABLE CONTRIBUTION | $100,000 |
| ARLINGTON GARDEN OF PASADENA | |||||||
| 275 ARLINGTON DR | PASADENA | CA | 91105 | NONE | PC | CHARITABLE CONTRIBUTION | $100,000 |
| NEW YORK UNIVERSITY | |||||||
| 547 LAGUARDIA PL | NEW YORK | NY | 10012 | NONE | PC | CHARITABLE CONTRIBUTION | $25,000 |
| POLYTECHNIC SCHOOL | |||||||
| 1030 EAST CALIFORNIA BLVD | PASADENA | CA | 91106 | NONE | PC | CHARITABLE CONTRIBUTION | $50,000 |
| PRX | |||||||
| PO BOX 382234 | CAMBRIDGE | MA | 02238 | NONE | PC | CHARITABLE CONTRIBUTION | $75,000 |
| GREATER WASHINGTON EDUCATIONAL TELECOMM ASSOC | |||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | NONE | PC | CHARITABLE CONTRIBUTION | $50,000 |
| MINGEI INTERNATIONAL MUSEUM | |||||||
| 1439 EL PRADO | SAN DIEGO | CA | 92101 | NONE | PC | CHARITABLE CONTRIBUTION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,151,056 | 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 | $31,661 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $837,431 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,184 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,071,920 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,944,196 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,944,196 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $10,450 | Amt |
| Net Investment Income | $10,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | TAXPAYER IS ELECTING UNDER SEC 53.4942(A)-3.QUALIFYING DISTRIBUTIONS MADE DURING A TAXABLE YEAR SHALL BE TREATED AS MADE --(I) FIRST OUT OF THE UNDISTRIBUTED INCOME (AS DEFINED IN PARAGRAPH (A) OF 53.4942(A)-2) OF THE IMMEDIATELY PRECEDING TAXABLE YEAR (IF THE PRIVATE FOUNDATION WAS SUBJECT TO THE INITIAL EXCISE TAX IMPOSED BY SECTION 4942(A) FOR SUCH PRECEDING TAXABLE YEAR) TO THE EXTENT THEREOF. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PUBLICLY TRADED SECURITIES-CORPORATE BONDS | BondNm |
| EOY Book Value | $798,491 | EOYBookValueAmt |
| EOYFMV | $807,130 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES-STOCKS | StockNm |
| EOY Book Value | $6,574,956 | EOYBookValueAmt |
| EOYFMV | $8,313,945 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,358,410 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,385,998 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PUBLICLY TRADED SECURITIES-MUTUAL FUNDS | AT COST | $13,542,927 | $18,192,110 |
| WARBURG PINCUS PARTNERSHIPS | AT COST | $1,019,557 | $1,019,557 |
| FEDERATED HERMES GOVT MM | AT COST | $1,146 | $1,146 |
| DIVIDENDS RECEIVABLE | AT COST | $2,504 | $2,504 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENT INVESTMENTS | $13 |
| FEDERAL INCOME TAXES | $9,728 |
| WARBURG PINCUS PARTNERSHIPS - NONDEDUCTIBLE ADJ | $12 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $179,601 | $179,601 | $0 |
| WARBURG PINCUS PARTNERSHIPS | $14,194 | $14,194 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WARBURG PINCUS PARTNERSHIPS - ORDINARY | $3,098 | $3,098 | $3,098 |
| MERRILL LYNCH - SETTLEMENT LITIGATION | $86 | $86 | $86 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $14,536 | $14,536 | $0 |
| STATE FILING FEE | $200 | $200 | $0 |