JAMES & NOEL BROWNE CHARITABLE REMAINDER TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JAMES & NOEL BROWNE CHARITABLE REMAINDER TR (EIN 25-6797452)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202601339349101580
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T09:37:26-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232939307 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLSINGER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 VIP DRIVE STE 220 | AddressLine1Txt |
| City | WEXFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256797452 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES & NOEL BROWNE CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 4124255698 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 NEWGATE ROAD | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES J BROWNE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4124255698 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM R COLLIER | PreparerPersonNm |
| PTIN | P00158203 | PTIN |
| Phone | 7249344880 | PhoneNum |
| Preparation | 2026-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $267,459 | 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 |
| Dividends Rev And Expnss | $5,690 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,690 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $129,259 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $953,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $129,259 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $134,949 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,949 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $88 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $88 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,688 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $764,072 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $764,072 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $767,760 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $764,072 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$632,811 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $131,261 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $122,516 | CashBOYAmt |
| Cash EOY | $51,748 | CashEOYAmt |
| Cash EOYFMV | $51,748 | CashEOYFMVAmt |
| Other Investments BOY | $862,827 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $215,711 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $215,711 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $985,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $267,459 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $267,459 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $985,343 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $267,459 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $985,343 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $267,459 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $985,343 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $267,459 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $985,343 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$632,811 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $352,532 | SubtotalAmt |
| Other Decreases | $85,073 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $267,459 | 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 |
|---|---|---|---|---|---|---|---|
| COLUMBIA CONTRATIAN CORE FUND CL 12 | P | 2024-12-10 | 2025-08-26 | $18,114 | $11,071 | $7,043 | $7,043 |
| CRAWFORD SMALL CAP DIVIDEND FD CL I | P | 2025-01-01 | 2025-04-23 | $7,339 | $7,938 | -$599 | -$599 |
| MFS GROWTH FUND CLASS I | P | 2025-01-01 | 2025-04-23 | $21,209 | $21,100 | $109 | $109 |
| MFS INTERNATIONAL NEW DISCOVERY CL | P | 2024-12-11 | 2025-08-26 | $9,790 | $9,019 | $771 | $771 |
| T ROWE PRICE EXCHANGE TRD FDS INC. | P | 2025-04-24 | 2025-12-17 | $51,023 | $40,558 | $10,465 | $10,465 |
| VICTORY PORTFOLIOS II | P | 2025-04-24 | 2025-09-09 | $101,508 | $79,205 | $22,303 | $22,303 |
| WESTWOOD QUALITY SMALL CAP FD | P | 2025-01-01 | 2025-04-23 | $3,605 | $4,134 | -$529 | -$529 |
| BROWN INTERNATIONAL SMALL COMPANY | P | 2024-01-01 | 2025-11-13 | $10,000 | $7,804 | $2,196 | $2,196 |
| COLUMBIA CONTRATIAN CORE FUND CL 12 | P | 2024-01-01 | 2025-04-23 | $185,619 | $120,028 | $65,591 | $65,591 |
| CRAWFORD SMALL CAP DIVIDEND FD CL I | P | 2022-02-08 | 2025-04-23 | $176,374 | $185,579 | -$9,205 | -$9,205 |
| GOLDMAN SACHS GOG PARTNERS INTL | P | 2022-02-08 | 2025-08-26 | $8,000 | $6,951 | $1,049 | $1,049 |
| MFS GROWTH FUND CLAS I | P | 2024-01-01 | 2025-04-23 | $170,862 | $169,982 | $880 | $880 |
| MFS INTERNATIONAL NEW DISCOVERY CL | P | 2024-01-01 | 2025-08-26 | $55,205 | $51,780 | $3,425 | $3,425 |
| WESTWOOD QUALITY SMALL CAP FD | P | 2024-01-01 | 2025-04-23 | $59,656 | $68,409 | -$8,753 | -$8,753 |
| MFS INTERNATIONAL NEW DISCOVERY CL | P | 2024-01-01 | 2025-06-06 | $74,777 | $40,264 | $34,513 | $34,513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $129,259 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,825 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,825 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,825 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,560 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $266 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | JAMES J BROWNE | IndividualWithBooksNm |
| Phone | 4124255698 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 NEWGATE ROAD | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152021002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES J BROWNE | ||||||||
| 36 NEWGATE ROAD | PITTSBURGH | PA | 15202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NOEL W BROWNE | ||||||||
| 36 NEWGATE ROAD | PITTSBURGH | PA | 15202 | TRUSTEE | 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 | $533,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,939 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $595,695 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $595,695 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,935 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $586,760 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,825 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,825 | TotalTaxAmt |
| Distributable Before Adj | $27,513 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,513 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,513 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $764,072 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $764,072 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,513 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $35,644 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,128,876 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $83,037 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $468,521 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,692 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,748,770 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $764,072 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,513 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $736,559 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,485,329 | 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 | $35,644 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,449,685 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,128,876 | ExcessFromYear4Amt |
| Excess From Year3 | $83,037 | ExcessFromYear3Amt |
| Excess From Year2 | $468,521 | ExcessFromYear2Amt |
| Excess From Year1 | $32,692 | ExcessFromYear1Amt |
| Excess From Current Year | $736,559 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES J BROWNE | ContributingManagerNm |
| Contributing Manager | NOEL W BROWNE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES J BROWNE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 NEWGATE ROAD | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4123673880 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU | |||||||
| PO BOX 23058 | PITTSBURGH | PA | 15222 | NONE | PC | FOR PROGRAMS TO DEFEND CIVIL RIGHTS | $40,000 |
| ALLEGHENY LAND TRUST | |||||||
| 416 THORN STREET | SEWICKLEY | PA | 15143 | NONE | PC | FOR LAND CONSERVATION PROGRAMS | $50,000 |
| BIG BROTHERS & BIG SISTERS OF NNM | |||||||
| 1229 S ST FRANCIS DRIVE | SANTA FE | NM | 87505 | NONE | PC | FOR YOUTH MENTOR PROGRAMS | $15,000 |
| CAMBIAR EDUCATION | |||||||
| 4653 CARMEL MOUNT ROAD STE 308-97 | SAN DIEGO | CA | 92130 | NONE | PC | FOR EDUCATION RESEARCH AND DEVELOPMENT | $60,000 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET | CHICAGO | IL | 60601 | NONE | PC | FOR FOOD DISTRIBUTION PROGRAMS | $50,000 |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | |||||||
| 1 N LINDEN STREET | DUQUESNE | PA | 15110 | NONE | PC | FOR FOOD DISTRIBUTION PROGRAMS | $25,000 |
| MANCHESTER YOUTH DEVELOPMENT CENTER | |||||||
| 1214 LIVERPOOL STREET | PITTSBURGH | PA | 15233 | NONE | PC | FOR YOUTH EDUCATION PROGRAMS | $90,057 |
| NEW YORK TIMES NEDDIEST CASES FUND | |||||||
| PO BOX 5193 | NEW YORK | NY | 10087 | NONE | PC | EDUCATIONAL PURPOSES | $10,000 |
| READING QUEST | |||||||
| PMB 652 369 MONTEZUMA AVE | SANTA FE | NM | 87501 | NONE | PC | EDUCATIONAL PURPOSE | $10,000 |
| UNIVERSITY OF PITTSBURGH | |||||||
| 4200 FIFTH AVENUE | PITTSBURGH | PA | 15213 | NONE | PC | FOR EDUCATION PROGRAMS | $75,000 |
| WHEATON COLLEGE | |||||||
| 501 COLLEGE AVENUE | WHEATON | IL | 60187 | NONE | PC | FOR EDUCATION PROGRAMS | $25,000 |
| KIDS CHOICE | |||||||
| PO BOX 5117 | BOONE | IA | 50950 | NONE | PC | FOR PROGRAMS TO SUPPORT CHILDREN IN THE CHILD-WELFARE SYSTEM IN ALLEGHENY COUNTY | $500 |
| CASA SAN JOSE | |||||||
| PO BOX 7918 | PITTSBURGH | PA | 15216 | NONE | PC | FOR ADVOCACY AND RESOURCES IN THE LATINO COMMUNTY | $150,000 |
| COVENANT HOUSE | |||||||
| 31 EAST ARMAT STREET | PHILADELPHIA | PA | 19144 | NONE | PC | TO PROVIDE HOUSING FOR HOMELESS YOUTH | $25,000 |
| FOUNDATION FOR IUP | |||||||
| 1011 SOUTH DRIVE SUITE 419 | INDIANA | PA | 15705 | NONE | PC | FOR EDUCATION PROGRAMS | $2,500 |
| AVONWORTH HISTORICAL SOCIETY | |||||||
| 300 CAMP HORNE ROAD | PITTSBURGH | PA | 15205 | NONE | PC | HISTORIC PRESERVATION PROGRAM | $500 |
| JOE DICARLO | |||||||
| 436 HILLCREST PLACE | PALISADES PARK | NJ | 07650 | NONE | PC | FOR BENEFIT OF HAITIAN REFUGEES | $30,000 |
| HABITAT FOR HUMANITY | |||||||
| 7402 CHURCH STREET | PITTSBURGH | PA | 15218 | NONE | PC | FOR HOME CONSTRUCTION | $15,000 |
| FRESH AIR FUND | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | OUTDOOR YOUTH DEVELOPMENT PROGRAMS | $15,000 |
| FINCA | |||||||
| 1201 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | FOR PROGRAMS TO FIGHT POVERTY | $15 |
| PLANNED PARENTHOOD | |||||||
| 933 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | NONE | PC | FOR HEALTH CARE PROGRAMS | $25,000 |
| UNICEF USA | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | FOR EDUCATION PROGRAMS | $25,000 |
| AVALON PUBLIC LIBRARY | |||||||
| 317 S HOME AVENUE | PITTSBURGH | PA | 15202 | NONE | PC | FOR EDUCATION PROGRAMS | $500 |
| CRISIS CENTER NORTH | |||||||
| PO BOX 101093 | PITTSBURGH | PA | 15237 | NONE | PC | FOR SERVICES FOR VICTIMS OF DOMESTIC VIOLENCE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $764,072 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,690 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $129,259 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $134,949 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $134,949 | 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 | HOLSINGER | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $3,600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BROWN INTERNATIONAL SMALL COMPANTY INSTL | AT COST | $7,782 | $7,782 |
| GOLDMAN SACHS GOG PARTNERS INTL OPP I | AT COST | $35,545 | $35,545 |
| CAPITAL GROUP DIVIDEND GROWERS | AT COST | $57,024 | $57,024 |
| MFS ACTIVE EXCHANGE TRADED FUND TR | AT COST | $65,100 | $65,100 |
| T ROWE PRICE EXCHANGE TRD FDS INC. | AT COST | $50,260 | $50,260 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $85,073 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES J BROWNE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 NEWGATE ROAD | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152021002 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $88 | Amt |
| Net Investment Income | $88 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |