BRILLEMBOURG OCHOA FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BRILLEMBOURG OCHOA FAMILY FOUNDATION INC (EIN 27-1550328)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201643199349100929
- Schema version
- 2015v2.1
- 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
- Investments Other Schedule2
- Loans From Officers Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T14:41:22-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371611326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARONSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 KING FARM BLVD 3RD FLOOR | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271550328 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRILLEMBOURG OCHOA FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O ARTURO BRILLEMBOURG | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIL | BusinessNameControlTxt |
| Phone | 7032434433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SOUTH POINTE DR NO 2301 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTURO BRILLEMBOURG | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 7032434433 | PhoneNum |
| Signature | 2016-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURENCE C RUBIN CPA | PreparerPersonNm |
| PTIN | P00071274 | PTIN |
| Phone | 3012316200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,702,971 | 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 | $147 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $147 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $154,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,250,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $154,917 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $155,064 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $155,064 | 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 | $11,949 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,949 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,212 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,212 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,150 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,150 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,234 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,234 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,545 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,446 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,099 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $989,653 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $989,653 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,023,198 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,446 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,020,752 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$868,134 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $152,618 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $184,052 | CashBOYAmt |
| Cash EOY | $377,023 | CashEOYAmt |
| Cash EOYFMV | $377,023 | CashEOYFMVAmt |
| Other Investments BOY | $8,972,480 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,877,397 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,325,948 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,156,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,254,420 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,702,971 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $57,656 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $17,656 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | -$22 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $57,634 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,656 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $9,098,898 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,230,764 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,098,898 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,230,764 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,156,532 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,254,420 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,098,898 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$868,134 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,230,764 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,230,764 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 98.7255 SHS ACACIA | 2012-12-31 | 2015-03-31 | $400,000 | $345,166 | $54,834 | $54,834 |
| 112.0263 SHS ACACIA | 2012-12-31 | 2015-06-30 | $450,000 | $391,669 | $58,331 | $58,331 |
| 102.4672 SHS ACACIA | 2012-12-31 | 2015-11-30 | $400,000 | $358,248 | $41,752 | $41,752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $154,917 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $695,199 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,080,752 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046098 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $718,758 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,737,962 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048769 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $288,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,380,970 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045260 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $256,601 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,540,963 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046310 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,478 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,075,272 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.001079 | DistributionYr5Rt |
| Total Distribution | 0.187516 | TotalDistributionRt |
| Average Distribution | 0.037503 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,417,621 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $540,704 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,526 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $542,230 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,020,752 | 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 | $1,526 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,526 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,526 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $3,200 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $20 | EsPenaltyAmt |
| Overpayment | $1,654 | OverpaymentAmt |
| Applied To ES Tax | $1,654 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | MD | 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 FOUNDATION | IndividualWithBooksNm |
| Phone | 7032434433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SOUTH POINTE DR 2301 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | 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 |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HILDA O BRILLEMBOURG | ||||||||
| 1000 SOUTH POINTE DR 2301 | MIAMI BEACH | FL | 33139 | DIRECTOR/PRESIDENT | 1.00 | $0 | $0 | $0 |
| ARTURO E BRILLEMBOURG | ||||||||
| 1000 SOUTH POINTE DR 2301 | MIAMI BEACH | FL | 33139 | SECRETARY/TREASURER | 1.00 | $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 | $14,380,510 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $256,669 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,637,179 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,637,179 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $219,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,417,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $720,881 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $720,881 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,526 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,526 | TotalTaxAmt |
| Distributable Before Adj | $719,355 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $719,355 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $719,355 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,020,752 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,020,752 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,526 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,019,226 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $719,355 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $374,986 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,020,752 | QualifyingDistributionsAmt |
| Applied To Year1 | $374,986 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $645,766 | 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 | $73,589 | 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) |
|---|---|---|
| Contributing Manager | HILDA O BRILLEMBOURG | ContributingManagerNm |
| Contributing Manager | ARTURO E BRILLEMBOURG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVANCING GIRLS EDUCATION | |||||||||||
| 6909 RIDGEWOOD AVE | CHEVY CHASE | MD | 20815 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | ||||
| AID FOR AIDS | |||||||||||
| 515 GREENWICH ST STE 506 | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| AMERICAN ENTERPRISE INSTITUTE | |||||||||||
| 1150 17TH ST NW 1100 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $39,000 | ||||
| ART AMERICA | |||||||||||
| 2101 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | NONE | PC | GENERAL OPERATING SUPPORT | $158 | ||||
| ARTISTS FOR PEACE AND JUSTICE | |||||||||||
| 1507 7TH ST 403 | SANTA MONICA | CA | 90401 | NONE | PC | GENERAL OPERATING SUPPORT | $6,000 | ||||
| ASPEN INSTITUTE | |||||||||||
| 1000 N 3RD ST | ASPEN | CO | 81611 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| ATLANTIC COUNCIL OF THE US | |||||||||||
| 1030 15TH ST NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| BROWNLEE BRACY SCHOLARSHIP | |||||||||||
| ONE SETON HILL DRIVE | GREENSBURG | PA | 15601 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| BUILDING BRIDGES ACROSS THE RIVER THEARCH | |||||||||||
| 1901 MISSISSIPPI AVE SE STE 101 | WASHINGTON | DC | 20020 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| CANTERBURY SCHOOL | |||||||||||
| 5400 OLD LAKE JEANETTE RD | GREENSBORO | NC | 27455 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| CASITA MARIA | |||||||||||
| 928 SIMPSON ST | BRONX | NY | 10459 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | ||||
| CHILDRENS HOSPITAL FOUNDATION | |||||||||||
| 700 CHILDRENS DRIVE | COLUMBUS | OH | 43205 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| COMMITTEE FOR ECONOMIC DEVELOPMENT | |||||||||||
| 1530 WILSON BLVD 400 | ARLINGTON | VA | 22209 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| CONGRESSIONAL HISPANIC CAUCUS INSTITUTE | |||||||||||
| 1128 16TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| COUNCIL ON FOREIGN RELATIONS | |||||||||||
| 1777 F ST NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $3,130 | ||||
| CULTURAL LANDSCAPE FOUNDATION | |||||||||||
| 1711 CONNECTICUT AVE NW 200 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| ESPERANZA FOUNDATION | |||||||||||
| 505 CHISWICK ROAD | PALOS VERDES ESTATES | CA | 90274 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | ||||
| FOREIGN POLICY ASSOCIATION | |||||||||||
| 470 PARK AVENUE SOUTH 2N | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| HARVARD UNIVERSITY | |||||||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL OPERATING SUPPORT | $75,900 | ||||
| HEIFITZ INTERNATIOINAL MUSIC INSTITUTE INC | |||||||||||
| 230 EAST FREDERICK STREET | STAUNTON | VA | 24401 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | ||||
| HUMAN RIGHTS FOUNDATION | |||||||||||
| EMPIRE STATE BUILDING 4515 | NEW YORK | NY | 10118 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| HUMANO Y LIBRE FOUNDATION | |||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | 2DA TRAANSVERSAL QTA | CARACAS | MICHOACA | VE | ||||
| IKHAYALAMI DEVELOPMENT SVCS | |||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | 7705 RAAPENBERG RD | CAPE TOWN | SF | |||||
| INTER-AMERICAN DIALOGUE | |||||||||||
| 1211 CONNECTICUT AVE NW SUITE 510 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| LATINO STUDENT FUND | |||||||||||
| PO BOX 5403 | WASHINGTON | DC | 20016 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| MENTOR FOUNDATION USA | |||||||||||
| 2900 K ST NW STE 501 | WASHINGTON | DC | 20007 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||
| NATIONAL ITALIAN AMERICAN FOUNDATION | |||||||||||
| 1860 19TH ST NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | ||||
| NETWORK FOR GOOD | |||||||||||
| 1140 CONNECTICUT AVE NW STE 700 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $14,330 | ||||
| NEW ENGLAND CONSERVATORY OF MUSIC | |||||||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | GENERAL OPERATING SUPPORT | $18,000 | ||||
| PACIFIC ACADEMY | |||||||||||
| 679 ENCINITAS BLVD 205 | ENCINO | CA | 92024 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| PARACOUSTICA | |||||||||||
| 199 LAFAYETTE ST APT 5A | NEW YORK | NY | 10012 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| PEN FALKNER ASSOCIATION | |||||||||||
| 201 E CAPITOL ST SE | WASHINGTON | DC | 20003 | NONE | PC | GENERAL OPERATING SUPPORT | $1,983 | ||||
| POPULATION ACTION INTERNATIONAL | |||||||||||
| 1300 19TH ST NW STE 200 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | ||||
| S & R FOUNDATION | |||||||||||
| 20 CONCORD DR | MONSEY | NY | 10952 | NONE | PC | GENERAL OPERATING SUPPORT | $6,100 | ||||
| SELENI HOUSE FOUNDATION INC | |||||||||||
| 207 EAST 94TH STREET | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $544 | ||||
| ST ALBANS CENTENNIAL CAMPAIGN | |||||||||||
| 801 17TH ST NW STE 1100 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||
| ST BALDRICK'S FOUNDATION | |||||||||||
| 1333 SOUTH MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| TEACH FOR AMERICA | |||||||||||
| 315 WEST 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| THE WASHINGTON BALLET | |||||||||||
| 3515 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL OPERATING SUPPORT | $7,000 | ||||
| THE WASHINGTON CHORUS | |||||||||||
| 2801 UPTON ST NW | WASHINGTON | DC | 20008 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| TRUST FOR THE NATIONAL MALL | |||||||||||
| 1300 PENNSYLVANIA AVE SUITE 370 | WASHINGTON | DC | 20004 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| UNIVERSITY OF CHICAGO ALUMNI RELATIONS & DEVELOPMENT | |||||||||||
| 5235 S HARPER CT | CHICAGO | IL | 60615 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC | |||||||||||
| 4603 CALVERT RD | COLLEGE PARK | MD | 20740 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| WASHINGTON PERFORMING ARTS SOCIETY | |||||||||||
| 1400 K ST STE 500 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| WATER PEOPLE THEATER GROUP | |||||||||||
| 1131 E HYDE PARK BLVD APT B | CHICAGO | IL | 60615 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| WHITNEY MUSEUM OF AMERICAN ART | |||||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | NONE | PC | GENERAL OPERATING SUPPORT | $125 | ||||
| YALE UNIVERSITY | |||||||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| YOUTH ORCHESTRA OF THE AMERICAS | |||||||||||
| 1001 19TH STREET NORTH 16TH FLOOR | ARLINGTON | VA | 22209 | NONE | PC | GENERAL OPERATING SUPPORT | $459,383 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $989,653 | 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 | $147 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $154,917 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $155,064 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $155,064 | 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 FEES | CategoryTxt |
| Amt | $11,949 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,949 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 3387.61 SHS ACACIA INTL | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,877,397 | BookValueAmt |
| EOYFMV | $13,325,948 | EOYFMVAmt |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp (2 entries)
| TitleTitleTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | Loan PurposeLoanPurposeTxt |
|---|---|---|---|
| HILDA O BRILLEMBOURG | |||
| DIRECTOR | $17,656 | $17,656 | PAYMENT OF ACCOUNTING FEES |
| ARTURO E BRILLEMBOURG | |||
| SECRETARY | $40,000 | TEMPORARY LOAN TO FUND DONATIONS | |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $1,234 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,234 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMEX PAYABLE | Desc |
| BOY Book Value | -$22 | BOYBookValueAmt |
| EOY Book Value | $6,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $1,212 | Amt |
| Net Investment Income | $1,212 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |