IKE AND CANDY BROWN FAMILYFOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- IKE AND CANDY BROWN FAMILYFOUNDATION (EIN 20-5265609)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201943189349102329
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T12:40:27-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 210586910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL FREIGHT INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 Burnt Mill Rd | AddressLine1Txt |
| City | Cherry Hill | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080033637 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205265609 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IKE AND CANDY BROWN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IKEA | BusinessNameControlTxt |
| Phone | 8566794486 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1606 | AddressLine1Txt |
| City | CAMDEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IKE BROWN | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JARED SZYCHTER | PreparerPersonNm |
| PTIN | P00743296 | PTIN |
| Phone | 8564705011 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,145,862 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $546,693 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,413 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,413 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $46,012 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,012 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $265,025 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,240,382 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $265,025 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $722 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $97 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $865,865 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $318,547 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $16,711 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,711 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,217 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,217 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,928 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,928 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $567,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $567,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $585,428 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,928 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $567,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $280,437 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $300,619 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $209,423 | CashBOYAmt |
| Cash EOY | $177,523 | CashEOYAmt |
| Cash EOYFMV | $177,523 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,579,517 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,605,978 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,664,836 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $113,641 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $117,783 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $114,250 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $180,235 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $190,317 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $189,253 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,082,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,091,601 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,145,862 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,082,816 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,091,601 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,082,816 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,091,601 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,082,816 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,091,601 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,082,816 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $280,437 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,363,253 | SubtotalAmt |
| Other Decreases | $271,652 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,091,601 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH - 4090 | P | 2018-01-01 | 2018-12-31 | $553,229 | $394,689 | $158,540 | $158,540 |
| MERRILL LYNCH - 4092 | P | 2018-01-01 | 2018-12-31 | $89,088 | $90,881 | -$1,793 | -$1,793 |
| MERRILL LYNCH - 4092 | P | 2018-01-01 | 2018-12-31 | $20,931 | $20,951 | -$20 | -$20 |
| MERRILL LYNCH - 4093 | P | 2018-01-01 | 2018-12-31 | $19,553 | $20,290 | -$737 | -$737 |
| MERRILL LYNCH - 4093 | P | 2018-01-01 | 2018-12-31 | $66,509 | $49,208 | $17,301 | $17,301 |
| MERRILL LYNCH - 4094 | P | 2018-01-01 | 2018-12-31 | $139,184 | $134,265 | $4,919 | $4,919 |
| MERRILL LYNCH - 4094 | P | 2018-01-01 | 2018-12-31 | $98,444 | $82,473 | $15,971 | $15,971 |
| MERRILL LYNCH - 4115 | P | 2018-01-01 | 2018-12-31 | $2,852 | $3,467 | -$615 | -$615 |
| MERRILL LYNCH - 4115 | P | 2018-01-01 | 2018-12-31 | $15,411 | $13,204 | $2,207 | $2,207 |
| MERRILL LYNCH - 4145 | P | 2018-01-01 | 2018-12-31 | $7,792 | $6,906 | $886 | $886 |
| MERRILL LYNCH - 4145 | P | 2018-01-01 | 2018-12-31 | $50,551 | $45,563 | $4,988 | $4,988 |
| MERRILL LYNCH - 4146 | P | 2018-01-01 | 2018-12-31 | $1,456 | $1,414 | $42 | $42 |
| MERRILL LYNCH - 4146 | P | 2018-01-01 | 2018-12-31 | $23,585 | $23,685 | -$100 | -$100 |
| MERRILL LYNCH - 4148 | P | 2018-01-01 | 2018-12-31 | $9,673 | $10,445 | -$772 | -$772 |
| MERRILL LYNCH - 4148 | P | 2018-01-01 | 2018-12-31 | $142,124 | $77,916 | $64,208 | $64,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $265,025 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $490,046 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,706,921 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.28709 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $223,442 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,530,080 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.14603 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $350,940 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,353,299 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.25932 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $161,720 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,263,520 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.12799 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $170,830 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $826,825 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.20661 | DistributionYr5Rt |
| Total Distribution | 1.027051 | TotalDistributionRt |
| Average Distribution | 0.205410 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,276,376 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $467,590 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,006 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $470,596 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $567,500 | 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 | $3,006 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,006 | SubtotalAmt |
| Tax Based On Investment Income | $3,006 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $121 | EsPenaltyAmt |
| Overpayment | $6,873 | OverpaymentAmt |
| Applied To ES Tax | $6,873 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1932 CAPITAL MANAGEMENT LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8566794486 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1606 | AddressLine1Txt |
| City | CAMDEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08101 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IKE BROWN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1606 | AddressLine1Txt |
| City | CAMDEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President & CEO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| 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 | $2,091,655 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $219,387 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,311,042 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,311,042 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,666 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,276,376 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,819 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,819 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,006 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,006 | TotalTaxAmt |
| Distributable Before Adj | $110,813 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $110,813 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $110,813 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $567,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $567,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,006 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $564,494 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,813 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $129,319 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $108,264 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $289,111 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $150,054 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $410,608 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,087,356 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $567,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,813 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $456,687 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,544,043 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $129,319 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,414,724 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $108,264 | ExcessFromYear4Amt |
| Excess From Year3 | $289,111 | ExcessFromYear3Amt |
| Excess From Year2 | $150,054 | ExcessFromYear2Amt |
| Excess From Year1 | $410,608 | ExcessFromYear1Amt |
| Excess From Current Year | $456,687 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1606 | AddressLine1Txt |
| City | CAMDEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8566794486 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DALLAS HOLOCAUST MUSEUM | |||||||
| 211 N RECORD ST 100 | DALLAS | TX | 75202 | NONE | PC | GENERAL FUND | $300,000 |
| NATIONAL JEWISH HEALTH | |||||||
| PO BOX 17169 | DENVER | CO | 80217 | NONE | PC | ASSISTANCE FOR CHARITABLE PURPOSES | $150,000 |
| MAYO CLINIC | |||||||
| 5777 E MAYO BLVD | PHOENIX | AZ | 85054 | NONE | PC | ASSISTANCE FOR CHARITABLE PURPOSES | $100,000 |
| SOCIAL VENTURE PARTNERS | |||||||
| 12900 PRESTON ROAD 1220 | DALLAS | TX | 75230 | NONE | PC | GENERAL FUND | $15,000 |
| DALLAS AFTERSCHOOL | |||||||
| 3900 WILLOW STREET 110 | DALLAS | TX | 75226 | NONE | PC | GENERAL FUND | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $567,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,413 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,012 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $722 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $265,025 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $319,172 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $319,172 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| IKE CANDY BROWN | ||||||
| 1 | PO BOX 1606 | CAMDEN | NJ | 08101 | $115,465 | Yes (X) |
| IKE CANDY BROWN | ||||||
| 2 | PO BOX 1606 | CAMDEN | NJ | 08101 | $169,395 | Yes (X) |
| IKE CANDY BROWN | ||||||
| 3 | PO BOX 1606 | CAMDEN | NJ | 08101 | $109,825 | Yes (X) |
| IKE CANDY BROWN | ||||||
| 4 | PO BOX 1606 | CAMDEN | NJ | 08101 | $70,070 | Yes (X) |
| IKE CANDY BROWN | ||||||
| 5 | PO BOX 1606 | CAMDEN | NJ | 08101 | $81,938 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 500 SHS NVIDIA | $115,465 | 2018-01-23 |
| 2 | 888 SHS APPLE, INC | $169,395 | |
| 3 | 92 GOOGLE, INC | $109,825 | 2018-07-23 |
| 4 | 615 TAXES INSTRUMENTS | $70,070 | 2018-07-23 |
| 5 | 584 SH VISA, INC | $81,938 | 2018-07-23 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $722 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $97 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH | CategoryTxt |
| Amt | $16,711 | Amt |
| Net Investment Income | $16,711 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,217 | Amt |
| Net Investment Income | $1,217 | NetInvestmentIncomeAmt |