THE DOREEN L BROWN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE DOREEN L BROWN FAMILY CHARITABLE FOUNDATION (EIN 52-1905809)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-21
- IRS object ID
- 202141119349101014
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-21T13:24:52-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521905809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOREEN L BROWN FAMILY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORE | BusinessNameControlTxt |
| Phone | 3018416751 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8180 WISCONSIN AVENUE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES HARAB | PersonNm |
| Person Title | ASST TREASURER | PersonTitleTxt |
| Signature | 2021-04-21 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | HARAB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $108,557 | 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 | $915 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $915 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $915 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $286 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $286 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $286 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $1,201 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,201 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,201 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $329 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $329 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $329 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $329 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $329 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $329 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $329 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $329 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,329 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $329 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $329 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,329 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$73,128 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $872 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $872 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,570 | CashBOYAmt |
| Cash EOY | $241 | CashEOYAmt |
| Cash EOYFMV | $242 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $619 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $607 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $607 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $176,617 | CorporateStockBOYAmt |
| Corporate Stock EOY | $107,818 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $107,708 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $181,806 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,666 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $108,557 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $181,806 | RetainedEarningBOYAmt |
| Retained Earning EOY | $108,666 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $181,806 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $108,666 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $181,806 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $108,666 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $181,806 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$73,128 | ExcessRevenueOverExpensesAmt |
| Subtotal | $108,678 | SubtotalAmt |
| Other Decreases | $12 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $108,666 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12 | SubtotalAmt |
| Tax Based On Investment Income | $12 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $619 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $619 | TotalPaymentsAndCreditsAmt |
| Overpayment | $607 | OverpaymentAmt |
| Applied To ES Tax | $607 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES HARAB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3018416751 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8180 WISCONSIN AVENUE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| NICOLE D LUCIDO | ||||||
| PO BOX 5233 | EDWARDS | CO | 81632 | President | 1.00 | $0 |
| ZACHARY LUCIDO | ||||||
| 3765 COUNTY ROAD 103 | CARBONDALE | CO | 81623 | Treasurer | 1.00 | $0 |
| LAURA BROWN-CLAY | ||||||
| 5190 HAUAALA ROAD | KAPAA | HI | 96746 | Secretary | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $142,001 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,406 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $611 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $145,018 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $145,018 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,175 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $142,843 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,142 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,142 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12 | TotalTaxAmt |
| Distributable Before Adj | $7,130 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,130 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,130 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,329 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $74,329 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $74,329 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,130 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $40,966 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $40,966 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $74,329 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,130 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67,199 | RemainingDistriFromCorpusAmt |
| Total Corpus | $108,165 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $108,165 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $40,966 | ExcessFromYear1Amt |
| Excess From Current Year | $67,199 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VAIL VALLEY FOUNDATION | |||||||
| 90 BENCHMARK ROAD STE 300 | AVON | CO | 81620 | NONE | EOF | CHARITY | $35,000 |
| HAWAII ALLIANCE | |||||||
| 501 S KING STREET | HONOLULU | HI | 96813 | NONE | EOF | CHARITY | $5,000 |
| PONO HAWAII INITIATIVE | |||||||
| PO BOX 871 | HONOLULU | HI | 96808 | NONE | EOF | CHARITY | $5,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | NONE | EOF | CHARITY | $5,000 |
| KAUAI INDEPENDENT FOOD BANK | |||||||
| 3285 WAAPA ROAD SUITE A | LIHUE | HI | 96766 | NONE | EOF | CHARITY | $2,500 |
| MANNA FOOD BANK | |||||||
| 9311 GAITHER ROAD | GAITHERSBURG | MD | 20877 | NONE | EOF | CHARITY | $1,500 |
| 350 ORGANIZATION | |||||||
| PO BOX 843004 | BOSTON | MA | 02284 | NONE | EOF | CHARITY | $5,000 |
| FAIR FIGHT INITIATIVE | |||||||
| 401 E BAY STREET | SAVANNAH | GA | 31401 | NONE | EOF | CHARITY | $5,000 |
| FIRST PEOPLES FUND | |||||||
| 706 WEST BOULEVARD | RAPID CITY | SD | 57701 | NONE | EOF | CHARITY | $5,000 |
| HAWAII CHILDRENS' FOUNDATION | |||||||
| 650 IWELEI RO SUITE 400 | HONOLULU | HI | 96817 | NONE | EOF | CHARITY | $1,000 |
| NATIVE AMERICAN RIGHTS FUND | |||||||
| 1514 P STREET NW SUITE D | WASHINGTON | DC | 20005 | NONE | EOF | CHARITY | $2,000 |
| THE AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BOULEVARD | DENVER | CO | 80221 | NONE | EOF | CHARITY | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $915 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $286 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,201 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,201 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BROKERAGE ACCOUNT | StockNm |
| EOY Book Value | $107,818 | EOYBookValueAmt |
| EOYFMV | $107,708 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX - YEAR 2020 | Desc |
| Amt | $12 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LICENSES | $252 | $252 | $252 | $252 |
| OFFICE EXPENSE | $77 | $77 | $77 | $77 |