BRUSH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BRUSH FOUNDATION (EIN 34-6000445)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-06
- IRS object ID
- 202011279349100306
- Schema version
- 2019v5.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-06T09:00:23-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346000445 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUSH FOUNDATION TA 20-0905480 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUS | BusinessNameControlTxt |
| Phone | 2166890416 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH 01490150 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441442302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK BYP S CHMURA | PersonNm |
| Person Title | SVP | PersonTitleTxt |
| Phone | 2166890416 | PhoneNum |
| Signature | 2020-04-23 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $7,645,280 | FMVAssetsEOYAmt |
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 | $4,178 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,178 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $149,627 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $149,627 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $224,983 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,552,656 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $224,983 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $378,788 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $378,788 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,994 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,496 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,498 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,843 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $19,156 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,156 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $48,985 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $48,985 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,378 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,496 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $76,039 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $337,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $337,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $438,878 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,496 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $413,539 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,090 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $362,292 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $6,586,174 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,524,797 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,645,280 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,586,174 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,524,797 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,645,280 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,586,174 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,524,797 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,586,174 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,524,797 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,586,174 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,524,797 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,586,174 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,090 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,526,084 | SubtotalAmt |
| Other Decreases | $1,287 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,524,797 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 50000. AETNA INC DTD 3/7/2014 2.20000% 3/15/2019 | 2014-12-29 | 2019-03-15 | $50,000 | $49,691 | $309 | $309 | |
| 50000. BARCLAYS PLC DTD 11/10/2014 2.75000% 11/8/2019 | 2014-12-29 | 2019-11-08 | $50,000 | $49,972 | $28 | $28 | |
| 25. BAXTER INTL INC COM | 2018-03-27 | 2019-11-12 | $1,980 | $1,639 | $341 | $341 | |
| 75. BECTON DICKINSON & CO COM | 2019-11-12 | $18,129 | $17,908 | $221 | $221 | ||
| 100. BRISTOL MYERS SQUIBB CO | 2018-03-27 | 2019-11-12 | $5,821 | $6,288 | -$467 | -$467 | |
| 100. CIGNA CORP | 2019-11-12 | $18,643 | $17,623 | $1,020 | $1,020 | ||
| 50000. CVS CAREMARK CORP DTD 8/12/2014 2.25000% 8/12/2019 | 2014-12-29 | 2019-08-12 | $50,000 | $49,819 | $181 | $181 | |
| 100. CAPITAL ONE FINANCIAL CORP | 2014-12-26 | 2019-11-12 | $9,707 | $8,350 | $1,357 | $1,357 | |
| 100000. COSTCO WHOLESALE CORP DTD 12/7/2012 1.70000% 12/15/2019 | 2014-03-28 | 2019-12-16 | $100,000 | $100,000 | |||
| 25. COVETRUS INC | 2011-09-12 | 2019-11-12 | $258 | $410 | -$152 | -$152 | |
| 50. EDWARDS LIFESCIENCES CORP | 2018-03-27 | 2019-11-12 | $11,712 | $7,003 | $4,709 | $4,709 | |
| 175. EXELON CORPORATION | 2018-03-27 | 2019-11-12 | $7,696 | $6,795 | $901 | $901 | |
| 75. FORTIVE CORP | 2014-12-26 | 2019-11-12 | $5,398 | $3,203 | $2,195 | $2,195 | |
| 75. GILEAD SCIENCES INC | 2016-12-21 | 2019-11-12 | $4,839 | $5,579 | -$740 | -$740 | |
| 50. HERSHEY FOODS CORP COM | 2018-03-27 | 2019-11-12 | $7,093 | $4,926 | $2,167 | $2,167 | |
| 25. ILLUMINA INC | 2018-08-14 | 2019-11-12 | $7,396 | $8,251 | -$855 | -$855 | |
| 5000. ISHARES ESG MSCI EM $0.68800 | 2018-11-30 | 2019-11-12 | $171,907 | $161,684 | $10,223 | $10,223 | |
| 50. KIMBERLY-CLARK CORP | 2018-08-14 | 2019-11-12 | $6,561 | $5,568 | $993 | $993 | |
| 50. MANPOWERGROUP INC | 2018-03-27 | 2019-11-12 | $4,693 | $5,709 | -$1,016 | -$1,016 | |
| 75. MARRIOTT INTERNATIONAL INC | 2018-03-27 | 2019-11-12 | $9,909 | $10,346 | -$437 | -$437 | |
| 125. MCKESSON HBOC INC | 2019-06-18 | $16,686 | $11,496 | $5,190 | $5,190 | ||
| 100. METLIFE INC | 2010-08-26 | 2019-11-12 | $4,927 | $3,320 | $1,607 | $1,607 | |
| 150. MORGAN STANLEY DEAN WITTER | 2014-12-26 | 2019-11-12 | $7,354 | $5,836 | $1,518 | $1,518 | |
| 275. NORTONLIFELOCK INC | 2018-03-27 | 2019-11-12 | $6,693 | $7,134 | -$441 | -$441 | |
| 9034.619 PARNASSUS MID CAP FUND $0.294 | 2019-11-13 | $321,903 | $251,897 | $70,006 | $70,006 | ||
| 11581.921 PRAXIS IMPACT BOND FUND $0.276 | 2016-07-06 | 2019-11-12 | $123,000 | $123,695 | -$695 | -$695 | |
| 446.728 PROFESSIONALLY MGD PORTFOLIO 21 $0.370 | 2015-08-11 | 2019-07-19 | $20,000 | $16,864 | $3,136 | $3,136 | |
| 6406.15 PROFESSIONALLY MGD PORTFOLIO 21 $0.370 | 2019-11-12 | $299,616 | $239,149 | $60,467 | $60,467 | ||
| 25. PUBLIC STORAGE | 2016-12-21 | 2019-11-12 | $5,299 | $5,426 | -$127 | -$127 | |
| 125. QUALCOMM INC COM | 2011-09-12 | 2019-11-12 | $11,509 | $6,066 | $5,443 | $5,443 | |
| 25. REGENERON PHARMACEUTICALS | 2018-08-14 | 2019-11-12 | $8,599 | $9,165 | -$566 | -$566 | |
| 125. ROSS STORES INC | 2019-11-12 | $14,013 | $10,438 | $3,575 | $3,575 | ||
| 100. SALESFORCE.COM INC | 2018-03-27 | 2019-11-12 | $16,196 | $11,551 | $4,645 | $4,645 | |
| 125. HENRY SCHEIN INC | 2011-09-12 | 2019-06-18 | $9,004 | $2,947 | $6,057 | $6,057 | |
| 125. 3M COMPANY | 2019-11-12 | $21,290 | $21,459 | -$169 | -$169 | ||
| 75. VARIAN MEDICAL SYSTEMS INC | 2018-03-27 | 2019-11-12 | $9,398 | $9,253 | $145 | $145 | |
| 100. WELLS FARGO & COMPANY | 2014-12-26 | 2019-11-12 | $5,371 | $5,547 | -$176 | -$176 | |
| 50000. WELLS FARGO & CO DTD 4/22/2014 2.12500% 4/22/2019 | 2014-12-29 | 2019-04-22 | $50,000 | $49,938 | $62 | $62 | |
| 50. WYNDHAM HOTELS & RESORTS INC | 2018-03-27 | 2019-11-12 | $2,740 | $3,145 | -$405 | -$405 | |
| 225. XEROX HOLDINGS CORP | 2018-03-27 | 2019-11-12 | $8,635 | $6,589 | $2,046 | $2,046 | |
| 50. ROYAL CARIBBEAN CRUISES LTD | 2018-03-27 | 2019-11-12 | $5,699 | $5,994 | -$295 | -$295 | |
| CAPITAL GAIN DIVIDENDS | $42,982 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $224,983 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $376,025 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,115,618 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052845 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $349,081 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,908,506 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050529 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $330,996 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,602,683 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050131 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $215,234 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,858,466 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031382 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $357,394 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,868,310 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052035 | DistributionYr5Rt |
| Total Distribution | 0.236922 | TotalDistributionRt |
| Average Distribution | 0.047384 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,213,269 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $341,794 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,623 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $345,417 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $413,539 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,623 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,623 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,623 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,538 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,538 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $915 | OverpaymentAmt |
| Applied To ES Tax | $915 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| 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 | www.brushfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEYBANK N A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168134556 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH-01-49-0150 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441442302 | 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 | Yes (true) | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KEYBANK N A | ||||||
| 100 Public Square Suite 600 | CLEVELAND | OH | 44113 | TRUSTEE | 4 | $21,994 |
| SEE ATTACHED LIST OF BOARD MEMBERS | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HEIGHTS | OH | 44146 | SEE ATTACHED LIST | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,323,116 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,323,116 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,323,116 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,847 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,213,269 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $360,663 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $360,663 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,623 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,623 | TotalTaxAmt |
| Distributable Before Adj | $357,040 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $357,040 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $357,040 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $413,539 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $413,539 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,623 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $409,916 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $357,040 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $29,511 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,220 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,126 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,334 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $75,191 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $413,539 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $357,040 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,499 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $131,690 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $29,511 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $102,179 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $6,220 | ExcessFromYear3Amt |
| Excess From Year2 | $7,126 | ExcessFromYear2Amt |
| Excess From Year1 | $32,334 | ExcessFromYear1Amt |
| Excess From Current Year | $56,499 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE BRUSH FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25350 ROCKSIDE RD 3RD FLOOR | AddressLine1Txt |
| City | BEDFORD HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2163342209 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT THE FOUNDATION FOR FORMAL GUIDELINES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 6/30 AND 12/31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO GRANTS TO INDIVIDUALS. THE FOUNDATION'S VISION OF A "PREFERRED FUTURE" IS: A FUTURE IN WHICH FAMILY PLANNING WORLD-WIDE IS AVAILABLE, AFFORDABLE, ACCEPTABLE, EFFECTIVE AND SAFE. THE | RestrictionsOnAwardsTxt |
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 | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NEW VOICES PITTSBURGH | ||||||||
| 5987 BROAD STREET | PITTSBURGH | PA | 15206 | NONE | P | SUPPORT EXEMPT PURPOSE OF | $75,000 | |
| OHIO VOICE | ||||||||
| 394 E TOWN STREET | COLUMBUS | OH | 43215 | NONE | P | SUPPORT EXEMPT PURPOSE OF | $25,000 | |
| ACLU FOUNDATION OF OHIO | ||||||||
| 4506 CHESTER AVE | CLEVELAND | OH | 44103 | NONE | P | FOR REPRODUCTIVE HEALTH & | $12,500 | |
| CENTER FOR COMMUNITY SOLUTIONS | ||||||||
| 1501 EUCLID AVE 310 | CLEVELAND | OH | 44115 | NONE | P | OHIO TRANSFORMATION FUND | $15,000 | |
| URGE(UNITE FOR REPRODUCTIVE | ||||||||
| 1317 F STREET NW STE 501 | WASHINGTON | DC | 20004 | NONE | P | SUPPORT EXEMPT PURPOSE OF | $75,000 | AND GENDER EQUITY) |
| NARAL PRO-CHOICE OHIO FOUNDATION | ||||||||
| 11811 SHAKER BLVD STE 210 | CLEVELAND | OH | 44120 | NONE | P | SUPPORT EXEMPT PURPOSE OF | $25,000 | |
| PLANNED PARENTHOOD OF | ||||||||
| 206 E STATE STREET | COLUMBUS | OH | 43215 | NONE | P | SUPPORT EXEMPT PURPOSE OF | $25,000 | GREATER OHIO |
| PRETERM | ||||||||
| 12000 SHAKER BLVD | CLEVELAND | OH | 44120 | NONE | P | SUPPORT EXEMPT PURPOSE OF | $25,000 | |
| PLANNED PARENTHOOD OF | ||||||||
| 2314 AUBURN AVE | CINCINNATI | OH | 45219 | NONE | P | SUPPORT EXEMPT PURPOSE OF | $15,000 | SOUTHWEST OHIO |
| OHIO RELIGIOUS COALITION FOR | ||||||||
| P O BOX 82204 | COLUMBUS | OH | 43202 | NONE | P | SUPPORT EXEMPT PURPOSE OF | $10,000 | REPRODUCTIVE CHOICE |
| WOMEN HAVE OPTIONS | ||||||||
| P O BOX 1611 | COLUMBUS | OH | 43216 | NONE | P | SUPPORT EXEMPT PURPOSE OF | $10,000 | |
| OHIO ENVIRONMENTAL COUNCIL | ||||||||
| 1145 CHESAPEAKE AVE STE 1 | COLUMBUS | OH | 43212 | NONE | P | SUPPORT FOR OHIO | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $337,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,178 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149,627 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $224,983 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $378,788 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $378,788 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $2,400 | Amt |
| Disbursements Charitable Prps | $2,400 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,524,797 | BookValueAmt |
| EOYFMV | $7,645,280 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR CREDIT CARD EXP PAID 2019 | Desc |
| Amt | $1,287 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEE | $200 | $0 | $200 |
| OFFICE EXPENSE-PLANNED PARENTH | $40,755 | $0 | $40,755 |
| MEMBERSHIP DUES | $2,125 | $0 | $2,125 |
| WEBPAGE EXPENSE | $351 | $0 | $351 |
| CONSULTANT FEE | $5,374 | $0 | $5,374 |
| OFFICE SUPPLIES | $180 | $0 | $180 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $4,305 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $4,538 | $0 | $0 |