BRUSH FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BRUSH FOUNDATION (EIN 34-6000445)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202621279349101917
- Schema version
- 2025v4.0
- 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
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T11:01:39-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 E CAMELBACK ROAD STE 475 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | 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 | 346000445 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUSH FOUNDATION TA | 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 ROAD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK BY JOSEPH VELKOS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2166890416 | PhoneNum |
| Signature | 2026-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E KUHLIN | PreparerPersonNm |
| PTIN | P00353001 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-04-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $9,144,108 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $212,723 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $212,546 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,397,794 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,706,272 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,397,794 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $114,230 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $114,230 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,724,747 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,724,570 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $26,444 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,833 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,611 | 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 | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,117 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,927 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $53,590 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,950 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,640 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,201 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,710 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,301 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $367,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $367,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $462,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,710 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $413,301 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,262,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,684,860 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $190,972 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $260,914 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $260,914 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $7,303,656 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,508,799 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,883,194 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,494,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,769,713 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,144,108 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,494,628 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,769,713 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,494,628 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,769,713 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,494,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,769,713 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,494,628 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,262,546 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,546 | OtherIncreasesAmt |
| Subtotal | $8,769,720 | SubtotalAmt |
| Other Decreases | $7 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,769,713 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (260 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1733. AES CORP | 2024-12-17 | 2025-08-08 | $22,252 | $22,434 | -$182 | -$182 | |
| 422. AES CORP | 2025-05-08 | 2025-08-08 | $5,418 | $4,611 | $807 | $807 | |
| 391. AT&T INC | 2023-03-29 | 2025-05-08 | $10,868 | $7,429 | $3,439 | $3,439 | |
| 946. AT&T INC | 2023-03-29 | 2025-08-08 | $26,620 | $17,974 | $8,646 | $8,646 | |
| 292. AKAMAI TECHNOLOGIES INC | 2024-12-17 | 2025-08-08 | $22,040 | $28,744 | -$6,704 | -$6,704 | |
| 40. AKAMAI TECHNOLOGIES INC | 2025-05-08 | 2025-08-08 | $3,019 | $3,429 | -$410 | -$410 | |
| 176. AMENTUM HOLDINGS INC | 2023-12-08 | 2025-05-08 | $3,744 | $3,648 | $96 | $96 | |
| .26 AMENTUM HOLDINGS INC | 2023-12-08 | 2025-05-16 | $6 | $5 | $1 | $1 | |
| 2.56 AMENTUM HOLDINGS INC | 2025-05-08 | 2025-08-08 | $66 | $52 | $14 | $14 | |
| 10.44 AMENTUM HOLDINGS INC | 2023-12-08 | 2025-08-08 | $269 | $183 | $86 | $86 | |
| 8. ANTHEM INC | 2025-05-08 | 2025-08-08 | $2,270 | $3,335 | -$1,065 | -$1,065 | |
| 54. ANTHEM INC | 2024-01-25 | 2025-08-08 | $15,320 | $25,063 | -$9,743 | -$9,743 | |
| 77. BANK OF NEW YORK MELLON CORP | 2018-03-27 | 2025-05-08 | $6,616 | $3,952 | $2,664 | $2,664 | |
| 319. BANK OF NEW YORK MELLON CORP | 2018-03-27 | 2025-08-08 | $32,790 | $16,326 | $16,464 | $16,464 | |
| 10. BEST BUY INC | 2025-05-08 | 2025-08-08 | $675 | $700 | -$25 | -$25 | |
| 354. BEST BUY INC | 2023-12-08 | 2025-08-08 | $23,877 | $26,313 | -$2,436 | -$2,436 | |
| 494.44 BOSTON TRUST WALDEN MID CAP FUND | 2021-08-06 | 2025-05-08 | $11,115 | $11,214 | -$99 | -$99 | |
| 15744.07 BOSTON TRUST WALDEN MID CAP FUND | 2020-06-30 | 2025-08-08 | $372,505 | $328,605 | $43,900 | $43,900 | |
| 17411.35 BROWN ADVISORY SUSTAINABLE BOND FUND | 2024-12-17 | 2025-08-08 | $147,822 | $147,300 | $522 | $522 | |
| 23419.2 BROWN ADVISORY SUSTAINABLE BOND FUND | 2024-01-25 | 2025-08-08 | $198,829 | $200,000 | -$1,171 | -$1,171 | |
| 43. CBRE GROUP INC | 2023-12-08 | 2025-05-08 | $5,455 | $3,551 | $1,904 | $1,904 | |
| 205. CBRE GROUP INC | 2023-12-08 | 2025-08-08 | $31,744 | $16,929 | $14,815 | $14,815 | |
| 17. C H ROBINSON WORLDWIDE INC COM | 2024-12-17 | 2025-05-08 | $1,519 | $1,874 | -$355 | -$355 | |
| 258. C H ROBINSON WORLDWIDE INC COM | 2024-12-17 | 2025-08-08 | $30,493 | $28,437 | $2,056 | $2,056 | |
| 1. CIGNA CORP | 2025-05-08 | 2025-08-08 | $270 | $337 | -$67 | -$67 | |
| 81. CIGNA CORP | 2024-01-25 | 2025-08-08 | $21,868 | $23,639 | -$1,771 | -$1,771 | |
| 1. CSX CORP COM | 2023-12-08 | 2025-05-08 | $29 | $33 | -$4 | -$4 | |
| 965.8 CALVERT SMALL CAP FUND | 2022-03-29 | 2025-05-08 | $34,025 | $33,677 | $348 | $348 | |
| 10124.14 CALVERT SMALL CAP FUND | 2019-11-12 | 2025-08-08 | $358,597 | $279,656 | $78,941 | $78,941 | |
| 2448.65 CALVERT EMG MKTS EQUITY-I #1368 | 2025-05-08 | 2025-08-08 | $50,173 | $45,300 | $4,873 | $4,873 | |
| 24313.2 CALVERT EMG MKTS EQUITY-I #1368 | 2019-11-12 | 2025-08-08 | $498,177 | $476,842 | $21,335 | $21,335 | |
| 109. CISCO SYS INC COM | 2018-03-27 | 2025-05-08 | $6,553 | $4,749 | $1,804 | $1,804 | |
| 434. CISCO SYS INC COM | 2018-03-27 | 2025-08-08 | $30,480 | $18,909 | $11,571 | $11,571 | |
| 34. COLGATE PALMOLIVE | 2023-09-12 | 2025-05-08 | $3,119 | $2,479 | $640 | $640 | |
| 289. COLGATE PALMOLIVE | 2023-09-12 | 2025-08-08 | $24,403 | $21,068 | $3,335 | $3,335 | |
| 12. CUMMINS INC | 2018-03-27 | 2025-05-08 | $3,699 | $1,928 | $1,771 | $1,771 | |
| 88. CUMMINS INC | 2018-03-27 | 2025-08-08 | $33,957 | $14,136 | $19,821 | $19,821 | |
| 70. DAVITA INC | 2024-01-25 | 2025-05-08 | $10,162 | $7,385 | $2,777 | $2,777 | |
| 174. DAVITA INC | 2024-01-25 | 2025-08-08 | $22,326 | $18,356 | $3,970 | $3,970 | |
| 11. DIGITAL REALTY TRUST INC | 2024-12-17 | 2025-05-08 | $1,847 | $2,045 | -$198 | -$198 | |
| 176. DIGITAL REALTY TRUST INC | 2024-12-17 | 2025-08-08 | $30,172 | $32,712 | -$2,540 | -$2,540 | |
| 308. DOW INC | 2025-05-08 | 2025-08-08 | $6,656 | $9,094 | -$2,438 | -$2,438 | |
| 458. DOW INC | 2023-12-08 | 2025-08-08 | $9,897 | $23,368 | -$13,471 | -$13,471 | |
| 102. EBAY INC | 2024-01-25 | 2025-05-08 | $7,269 | $4,255 | $3,014 | $3,014 | |
| 437. EBAY INC | 2024-01-25 | 2025-08-08 | $40,803 | $18,229 | $22,574 | $22,574 | |
| 28. ECOLAB INC COM | 2023-12-08 | 2025-05-08 | $7,176 | $5,365 | $1,811 | $1,811 | |
| 113. ECOLAB INC COM | 2023-12-08 | 2025-08-08 | $30,519 | $21,653 | $8,866 | $8,866 | |
| 66. EDWARDS LIFESCIENCES CORP | 2024-12-17 | 2025-05-08 | $5,006 | $4,866 | $140 | $140 | |
| 369. EDWARDS LIFESCIENCES CORP | 2024-12-17 | 2025-08-08 | $28,708 | $27,207 | $1,501 | $1,501 | |
| 35. EQUINIX INC | 2024-12-17 | 2025-05-08 | $30,399 | $33,676 | -$3,277 | -$3,277 | |
| 18. FIFTH THIRD BANCORP COM | 2024-12-17 | 2025-05-08 | $673 | $812 | -$139 | -$139 | |
| 665. FIFTH THIRD BANCORP COM | 2024-12-17 | 2025-08-08 | $27,591 | $29,982 | -$2,391 | -$2,391 | |
| 411. GENERAL MILLS INC COM | 2024-12-17 | 2025-08-08 | $20,603 | $27,322 | -$6,719 | -$6,719 | |
| 37. GENERAL MILLS INC COM | 2025-05-08 | 2025-08-08 | $1,855 | $2,039 | -$184 | -$184 | |
| 239. GILEAD SCIENCES INC | 2025-05-08 | 2025-08-08 | $27,480 | $23,380 | $4,100 | $4,100 | |
| 216. HP INC | 2025-05-08 | 2025-08-08 | $5,478 | $5,742 | -$264 | -$264 | |
| 750. HP INC | 2018-03-27 | 2025-08-08 | $19,020 | $16,625 | $2,395 | $2,395 | |
| 40. HASBRO INC COM | 2025-05-08 | 2025-08-08 | $3,103 | $2,496 | $607 | $607 | |
| 354. HASBRO INC COM | 2024-01-25 | 2025-08-08 | $27,460 | $17,500 | $9,960 | $9,960 | |
| 195. HEWLETT PACKARD ENTERPRISE CO | 2025-05-08 | 2025-08-08 | $4,009 | $3,334 | $675 | $675 | |
| 1539. HEWLETT PACKARD ENTERPRISE CO | 2021-03-05 | 2025-08-08 | $31,642 | $22,077 | $9,565 | $9,565 | |
| 4. HILTON WORLDWIDE HOLDINGS INC | 2021-03-05 | 2025-05-08 | $979 | $479 | $500 | $500 | |
| 122. HILTON WORLDWIDE HOLDINGS INC | 2021-03-05 | 2025-08-08 | $31,865 | $14,620 | $17,245 | $17,245 | |
| 2. HOST HOTELS & RESORTS INC | 2023-12-08 | 2025-05-08 | $30 | $36 | -$6 | -$6 | |
| 7. HUNT J B TRANS SVCS INC COM | 2024-12-17 | 2025-05-08 | $963 | $1,254 | -$291 | -$291 | |
| 165. HUNT J B TRANS SVCS INC COM | 2024-12-17 | 2025-08-08 | $23,186 | $29,563 | -$6,377 | -$6,377 | |
| 55. INGERSOLL-RAND INC | 2025-05-08 | 2025-08-08 | $4,208 | $4,370 | -$162 | -$162 | |
| 279. INGERSOLL-RAND INC | 2023-12-08 | 2025-08-08 | $21,344 | $20,476 | $868 | $868 | |
| 314. INTEL CORP | 2025-05-08 | 2025-08-08 | $6,277 | $6,642 | -$365 | -$365 | |
| 900. INTEL CORP | 2012-06-28 | 2025-08-08 | $17,991 | $25,518 | -$7,527 | -$7,527 | |
| 169. INTERPUBLIC GROUP COS INC COM | 2025-05-08 | 2025-08-08 | $4,171 | $4,313 | -$142 | -$142 | |
| 731. INTERPUBLIC GROUP COS INC COM | 2023-03-29 | 2025-08-08 | $18,041 | $25,680 | -$7,639 | -$7,639 | |
| 185. INVESCO S&P 500 EQUAL WEIGHT $1.61700 | 2023-06-05 | 2025-05-08 | $32,160 | $26,575 | $5,585 | $5,585 | |
| 1918. INVESCO S&P 500 EQUAL WEIGHT $1.61700 | 2023-06-05 | 2025-08-08 | $351,301 | $275,521 | $75,780 | $75,780 | |
| 1010. ISHARES ESG AWARE MSCI USA ETF | 2025-05-08 | 2025-08-08 | $140,320 | $125,563 | $14,757 | $14,757 | |
| 5068. ISHARES ESG AWARE MSCI USA ETF | 2020-03-17 | 2025-08-08 | $704,100 | $417,398 | $286,702 | $286,702 | |
| 340. ISHARES MSCI EAFE ESG OPTIMIZED | 2021-08-23 | 2025-05-08 | $29,086 | $27,406 | $1,680 | $1,680 | |
| 8846. ISHARES MSCI EAFE ESG OPTIMIZED | 2018-11-30 | 2025-08-08 | $794,281 | $659,765 | $134,516 | $134,516 | |
| 1943. ISHARES ESG US AGGREGATED BOND | 2023-08-14 | 2025-08-08 | $92,122 | $90,019 | $2,103 | $2,103 | |
| 42. JACOBS SOLUTIONS INC | 2025-05-08 | 2025-08-08 | $6,175 | $5,137 | $1,038 | $1,038 | |
| 176. JACOBS SOLUTIONS INC | 2023-12-08 | 2025-08-08 | $25,876 | $18,636 | $7,240 | $7,240 | |
| 8084. JANUS HENDERSON AAA CLO | 2023-06-05 | 2025-08-08 | $409,068 | $400,502 | $8,566 | $8,566 | |
| 53. KELLOGG CO COM | 2025-05-08 | 2025-08-08 | $4,244 | $4,381 | -$137 | -$137 | |
| 300. KELLOGG CO COM | 2018-03-27 | 2025-08-08 | $24,024 | $18,274 | $5,750 | $5,750 | |
| 45. KRAFT HEINZ CO | 2024-12-17 | 2025-05-08 | $1,280 | $1,407 | -$127 | -$127 | |
| 811. KRAFT HEINZ CO | 2024-12-17 | 2025-08-08 | $22,384 | $25,355 | -$2,971 | -$2,971 | |
| 4. LAM RESEARCH CORP | 2024-12-17 | 2025-05-08 | $304 | $313 | -$9 | -$9 | |
| 199. LAM RESEARCH CORP | 2024-12-17 | 2025-08-08 | $19,727 | $15,567 | $4,160 | $4,160 | |
| 150. LAM RESEARCH CORP | 2024-01-25 | 2025-08-08 | $14,870 | $13,326 | $1,544 | $1,544 | |
| 946.1 LAZARD GLOBAL LISTED INFRASTR PT $0.375 | 2021-11-12 | 2025-08-08 | $17,200 | $15,611 | $1,589 | $1,589 | |
| 1911.29 CLEARBRIDGE INTERNATIONAL GROWTH | 2025-05-08 | 2025-08-08 | $143,232 | $135,300 | $7,932 | $7,932 | |
| 3717.43 CLEARBRIDGE INTERNATIONAL GROWTH | 2019-11-12 | 2025-08-08 | $278,584 | $192,881 | $85,703 | $85,703 | |
| 2. MASTERCARD INC | 2021-03-05 | 2025-05-08 | $1,147 | $714 | $433 | $433 | |
| 54. MASTERCARD INC | 2021-03-05 | 2025-08-08 | $30,441 | $19,285 | $11,156 | $11,156 | |
| 7. MICROSOFT CORP | 2025-05-08 | 2025-08-08 | $3,657 | $3,105 | $552 | $552 | |
| 69. MICROSOFT CORP | 2021-03-05 | 2025-08-08 | $36,047 | $15,812 | $20,235 | $20,235 | |
| 3. MOODYS CORP | 2024-12-17 | 2025-05-08 | $1,430 | $1,459 | -$29 | -$29 | |
| 60. MOODYS CORP | 2024-12-17 | 2025-08-08 | $30,972 | $29,180 | $1,792 | $1,792 | |
| 87. NASDAQ, INC | 2024-12-17 | 2025-05-08 | $6,901 | $6,957 | -$56 | -$56 | |
| 353. NASDAQ, INC | 2024-12-17 | 2025-08-08 | $34,213 | $28,228 | $5,985 | $5,985 | |
| 19. NEWMONT MINING CORP CAP COM | 2024-12-17 | 2025-05-08 | $1,009 | $760 | $249 | $249 | |
| 533. NEWMONT MINING CORP CAP COM | 2024-12-17 | 2025-08-08 | $37,118 | $21,308 | $15,810 | $15,810 | |
| 216. NISOURCE INC | 2024-12-17 | 2025-05-08 | $8,722 | $7,873 | $849 | $849 | |
| 668. NISOURCE INC | 2024-12-17 | 2025-08-08 | $28,377 | $24,347 | $4,030 | $4,030 | |
| 2219.32 PARNASSUS CORE EQUITY FUND $0.551 | 2023-09-12 | 2025-05-08 | $131,450 | $121,152 | $10,298 | $10,298 | |
| 13131.88 PARNASSUS CORE EQUITY FUND $0.551 | 2020-03-17 | 2025-08-08 | $854,229 | $645,474 | $208,755 | $208,755 | |
| 375. PAYPAL HOLDINGS INC | 2024-12-17 | 2025-08-08 | $25,658 | $34,050 | -$8,392 | -$8,392 | |
| 35. PAYPAL HOLDINGS INC | 2025-05-08 | 2025-08-08 | $2,395 | $2,475 | -$80 | -$80 | |
| 58. QUEST DIAGNOSTICS INC | 2024-12-17 | 2025-05-08 | $10,270 | $8,948 | $1,322 | $1,322 | |
| 158. QUEST DIAGNOSTICS INC | 2024-12-17 | 2025-08-08 | $27,592 | $24,375 | $3,217 | $3,217 | |
| 2. S&P GLOBAL INC | 2018-03-27 | 2025-05-08 | $1,026 | $381 | $645 | $645 | |
| 55. S&P GLOBAL INC | 2018-03-27 | 2025-08-08 | $30,861 | $10,464 | $20,397 | $20,397 | |
| 7. UNION PACIFIC CORP COM | 2024-12-17 | 2025-05-08 | $1,527 | $1,625 | -$98 | -$98 | |
| 116. UNION PACIFIC CORP COM | 2024-12-17 | 2025-08-08 | $25,841 | $26,933 | -$1,092 | -$1,092 | |
| 1. UNITEDHEALTH GROUP INC | 2021-03-05 | 2025-05-08 | $387 | $340 | $47 | $47 | |
| 49. UNITEDHEALTH GROUP INC | 2021-03-05 | 2025-08-08 | $11,981 | $16,654 | -$4,673 | -$4,673 | |
| 30364.37 VANGUARD SHORT-TERM TREASURY FD $0.049 | 2023-06-05 | 2025-08-08 | $300,607 | $300,000 | $607 | $607 | |
| 27. VISA INC | 2021-03-05 | 2025-05-08 | $9,567 | $5,792 | $3,775 | $3,775 | |
| 76. VISA INC | 2021-03-05 | 2025-08-08 | $25,385 | $16,302 | $9,083 | $9,083 | |
| 87. WEYERHAEUSER CO CAP | 2024-12-17 | 2025-05-08 | $2,272 | $2,554 | -$282 | -$282 | |
| 841. WEYERHAEUSER CO CAP | 2024-12-17 | 2025-08-08 | $21,597 | $24,689 | -$3,092 | -$3,092 | |
| 169. WILLIAMS SONOMA INC COM | 2025-05-08 | 2025-08-08 | $33,972 | $27,263 | $6,709 | $6,709 | |
| 55. YUM BRANDS INC | 2024-12-17 | 2025-05-08 | $8,172 | $7,505 | $667 | $667 | |
| 170. YUM BRANDS INC | 2024-12-17 | 2025-08-08 | $24,055 | $23,197 | $858 | $858 | |
| 193. APTIV HOLDINGS LTD | 2024-12-17 | 2025-05-08 | $11,906 | $11,158 | $748 | $748 | |
| 233. APTIV HOLDINGS LTD | 2023-12-08 | 2025-05-08 | $14,374 | $18,722 | -$4,348 | -$4,348 | |
| 108. JOHNSON CONTROLS INTERNATIONAL PLC | 2021-03-05 | 2025-05-08 | $9,939 | $6,252 | $3,687 | $3,687 | |
| 367. JOHNSON CONTROLS INTERNATIONAL PLC | 2021-03-05 | 2025-08-08 | $38,539 | $21,246 | $17,293 | $17,293 | |
| 2. TRANE TECHNOLOGIES PLC | 2018-08-14 | 2025-05-08 | $822 | $150 | $672 | $672 | |
| 73. TRANE TECHNOLOGIES PLC | 2018-08-14 | 2025-08-08 | $31,424 | $5,480 | $25,944 | $25,944 | |
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P | |||||
| CAPITAL GAIN DIVIDENDS | $150,461 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,397,794 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,420 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,420 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,420 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,155 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,155 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $16,265 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | 2168134548 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH-01-49-0381 | 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 (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ELIZABETH STITES | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HEIGHTS | OH | 44146 | EMERITUS MEMBER | 2 | $0 |
| JUDITH WRIGHT | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HEIGHTS | OH | 44146 | EMERITUS MEMBER | 1 | $0 |
| REV HENRY C DOLL | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HEIGHTS | OH | 44146 | EMERITUS MEMBER | 1 | $0 |
| ABIGAIL ENGLISH | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HEIGHTS | OH | 44146 | EMERITUS MEMBER | 1 | $0 |
| MICHAEL BRICKNER | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HEIGHTS | OH | 44146 | BOARD PRESIDENT | 1 | $0 |
| SARAH KELLEY | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HEIGHTS | OH | 44146 | BOARD MEMBER | 1 | $0 |
| ELLEN LIU | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HEIGHTS | OH | 44146 | BOARD SECRETARY | 1 | $0 |
| LOURDES RIVERA | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HEIGHTS | OH | 44146 | BOARD VICE PRESIDENT | 1 | $0 |
| CINDIE CARROLL-PANKHURST | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HEIGHTS | OH | 44146 | EMERITUS MEMBER | 1 | $0 |
| JACQUELINE DARROCH | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HEIGHTS | OH | 44146 | EMERITUS MEMBER | 1 | $0 |
| GITA GIDWANI | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HEIGHTS | OH | 44146 | EMERITUS MEMBER | 1 | $0 |
| DANIEL PELLEGROM | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HEIGHTS | OH | 44146 | EMERITUS MEMBER | 1 | $0 |
| KEYBANK N A | ||||||
| 127 PUBLIC SQUARE | CLEVELAND | OH | 44114 | TRUSTEE | 1 | $26,444 |
| NIKKI BASZYNSKI | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HEIGHTS | OH | 44146 | BOARD MEMBER | 1 | $0 |
| CERON CARDENAS | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HEIGHTS | OH | 44146 | BOARD MEMBER | 1 | $0 |
| EMILY LUNDGARD | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HEIGHTS | OH | 44146 | BOARD MEMBER | 1 | $0 |
| SELINA PAGAN | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HEIGHTS | OH | 44146 | BOARD MEMBER | 1 | $0 |
| STACEY EASTERLING | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HEIGHTS | OH | 44146 | EMERITUS MEMBER | 1 | $0 |
| ELLEN ROME | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HEIGHTS | OH | 44146 | EMERITUS MEMBER | 1 | $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 | $8,818,992 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,818,992 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,818,992 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $132,285 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,686,707 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $434,335 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $434,335 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,420 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,420 | TotalTaxAmt |
| Distributable Before Adj | $410,915 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $12,546 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $423,461 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $423,461 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $413,301 | 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 | $413,301 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $423,461 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,329 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,809 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,138 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $413,301 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $413,301 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,160 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,160 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,978 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,978 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $18,978 | ExcessFromYear1Amt |
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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CLEVELAND CLINIC | ||||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | NONE | PC | GENERAL OPERATING | $15,000 | |
| JUST CHOICE | ||||||||
| 693 12 N HIGH ST SUITE G | WORTHINGTON | OH | 43085 | NONE | PC | GENERAL OPERATING | $23,000 | |
| COLLECTIVE POWER FOR REPRODUCTIVE | ||||||||
| 893 WEST STREET | AMHERST | MA | 01002 | NONE | PC | GENERAL OPERATING | $10,000 | JUSTICE |
| NEW VOICES FOR REPRODUCTIVE JUSTICE | ||||||||
| 5987 BROAD STREET STE 205 | PITTSBURGH | PA | 15221 | NONE | PC | GENERAL OPERATING | $10,000 | |
| UNITE FOR REPRODUCTIVE & GENDER EQUITY | ||||||||
| 4315 50TH ST NW STE 100 | WASHINGTON | DC | 20016 | NONE | PC | GENERAL OPERATING | $10,000 | |
| PLANNED PARENTHOOD RESEARCH CENTER-BLOOM | ||||||||
| 25350 ROCKSIDE RD | BEDFORD HEIGHTS | OH | 44146 | NONE | PC | GENERAL OPERATING | $10,000 | |
| OHIO PROGRESSIVE ASIAN WOMENS LEADERSHIP | ||||||||
| P O BOX 428 | COLUMBUS | OH | 43216 | NONE | PC | GENERAL OPERATING | $16,500 | |
| ABORTION FORWARD ALLIANCE | ||||||||
| 510 E NORTH BROADWAY ST STE 202 | COLUMBUS | OH | 43214 | NONE | PC | GENERAL OPERATING | $30,000 | |
| PRETERM CLEVELAND INC | ||||||||
| 12000 SHAKER BLVD | CLEVELAND | OH | 441201922 | NONE | PC | GENERAL OPERATING | $65,000 | |
| PLANNED PARENTHOOD SOUTHWEST OHIO REGION | ||||||||
| 2314 AUBURN AVE | CINCINNATI | OH | 452192802 | NONE | PC | GENERAL OPERATING | $30,000 | |
| FAITH CHOICE OHIO | ||||||||
| PO BOX 82204 | COLUMBUS | OH | 432020204 | NONE | PC | GENERAL OPERATING | $10,000 | |
| PLANNED PARENTHOOD OF GREATER OHIO | ||||||||
| 444 W EXCHANGE ST | AKRON | OH | 443021711 | NONE | PC | GENERAL OPERATING | $30,000 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 11000 CEDAR AVE STE 357 | CLEVELAND | OH | 441063052 | NONE | PC | GENERAL OPERATING | $25,000 | |
| CATHOLICS FOR CHOICE | ||||||||
| 1436 U ST NW STE 301 | WASHINGTON | DC | 200093988 | NONE | PC | GENERAL OPERATING | $7,500 | |
| OHIO VOICE | ||||||||
| PO BOX 428 | COLUMBUS | OH | 432160428 | NONE | PC | GENERAL OPERATING | $18,000 | |
| OHIO WOMENS ALLIANCE | ||||||||
| 1255 N HAMILTON RD 194 | GAHANNA | OH | 432306785 | NONE | PC | GENERAL OPERATING | $32,000 | |
| ABORTION FUND OF OHIO | ||||||||
| PO BOX 1611 | COLUMBUS | OH | 43216 | NONE | PC | GENERAL OPERATING | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $367,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $212,723 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,397,794 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $114,230 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,724,747 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,724,747 | 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 | $1,050 | Amt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (79 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 46435G516 ISHARES MSCI EAFE ES | |||
| 46435G425 ISHARES ESG AWARE MS | |||
| 00206R102 AT&T INC | |||
| 17275R102 CISCO SYS INC | |||
| 231021106 CUMMINS INC | |||
| 370334104 GENERAL MLS INC | |||
| 458140100 INTEL CORP | |||
| 92826C839 VISA INC | |||
| 594918104 MICROSOFT CORP | |||
| 91324P102 UNITEDHEALTH GROUP I | |||
| G8994E103 TRANE TECHNOLOGIES P | |||
| 52106N459 LAZARD GLOBAL LISTED | AT COST | $373,583 | $447,848 |
| 42824C109 HEWLETT PACKARD ENTE | |||
| 701769408 PARNASSUS CORE EQUIT | |||
| 57636Q104 MASTERCARD INC | |||
| 40434L105 HP INC | |||
| 131649774 CALVERT EMG MKTS EQU | |||
| 78409V104 S&P GLOBAL INC | |||
| 064058100 BANK OF NEW YORK MEL | |||
| 101156800 BOSTON TRUST WALDEN | |||
| 43300A203 HILTON WORLDWIDE HOL | |||
| 13161P862 CALVERT SMALL CAP FU | |||
| G51502105 JOHNSON CONTROLS INT | |||
| 487836108 KELLOGG CO | |||
| 998418100 PROTEUS SPC-1825 CAP | |||
| 086516101 BEST BUY INC | |||
| 12504L109 CBRE GROUP INC | |||
| 126408103 CSX CORP | |||
| 194162103 COLGATE PALMOLIVE CO | |||
| 260557103 DOW INC | |||
| 278865100 ECOLAB INC | |||
| 44107P104 HOST HOTELS & RESORT | |||
| 45687V106 INGERSOLL-RAND INC | |||
| 460690100 INTERPUBLIC GROUP CO | |||
| 46137V357 INVESCO S&P 500 EQUA | |||
| 46435U549 ISHARES ESG US AGGRE | |||
| 46982L108 JACOBS SOLUTIONS INC | |||
| 47103U845 JANUS HENDERSON AAA | |||
| 52471E258 CLEARBRIDGE INTERNAT | |||
| 72201U638 PIMCO MORTAGE OPP & | AT COST | $382,700 | $384,918 |
| 922031851 VANGUARD SHORT-TERM | |||
| 00130H105 AES CORP | |||
| 00971T101 AKAMAI TECHNOLOGIES | |||
| 023939101 AMENTUM HOLDINGS INC | |||
| 036752103 ANTHEM INC | |||
| 115233389 BROWN ADVISORY SUSTA | |||
| 12541W209 C H ROBINSON WORLDWI | |||
| 125523100 CIGNA CORP | |||
| 23918K108 DAVITA INC | |||
| 253868103 DIGITAL REALTY TRUST | |||
| 278642103 EBAY INC | |||
| 28176E108 EDWARDS LIFESCIENCES | |||
| 29444U700 EQUINIX INC | |||
| 316773100 FIFTH THIRD BANCORP | |||
| 418056107 HASBRO INC | |||
| 445658107 HUNT J B TRANS SVCS | |||
| 500754106 KRAFT HEINZ CO | |||
| 512807306 LAM RESEARCH CORP | |||
| 615369105 MOODYS CORP | |||
| 631103108 NASDAQ, INC | |||
| 651639106 NEWMONT MINING CORP | |||
| 65473P105 NISOURCE INC | |||
| 70450Y103 PAYPAL HOLDINGS INC | |||
| 74834L100 QUEST DIAGNOSTICS IN | |||
| 907818108 UNION PACIFIC CORP | |||
| 962166104 WEYERHAEUSER CO | |||
| 988498101 YUM BRANDS INC | |||
| G3265R107 APTIV HOLDINGS LTD | |||
| 38147N293 GOLDMAN SACHS GQG PT | AT COST | $701,800 | $702,112 |
| 40168W525 GUGGENHEIM TOTAL RET | AT COST | $382,400 | $385,597 |
| 412295107 HARDING LOEVNER INTL | AT COST | $701,800 | $667,632 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $3,457,136 | $3,715,800 |
| 46432F834 ISHARES CORE MSCI TO | AT COST | $351,385 | $377,918 |
| 4812C0381 JPMORGAN CORE BOND F | AT COST | $382,400 | $385,732 |
| 592905509 METROPOLITAN WEST T/ | AT COST | $305,925 | $308,278 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $324,600 | $296,290 |
| 904504842 UNDISCOVERED MGRS BE | AT COST | $324,600 | $306,328 |
| 922031786 VANGUARD LONG-TERM T | AT COST | $76,475 | $76,957 |
| 998678689 PROTEUS SPC-1825 CAP | AT COST | $743,995 | $827,784 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $7 | 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 FEES | $600 | $0 | $600 |
| CONSULTING FEES | $24,425 | $0 | $24,425 |
| INSURANCE | $1,327 | $0 | $1,327 |
| BOARD TRAVEL & MEETING EXPENSE | $12,192 | $0 | $12,192 |
| POSTAGE | $96 | $0 | $96 |
| PROTEUS LLC EXPENSES | $14,950 | $14,950 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROTEUS INCOME | Desc |
| Revenue And Expenses Per Books | $114,230 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $114,230 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF GRANT PAID | Desc |
| Amt | $12,546 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $4,622 | $4,622 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,194 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $6,996 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $305 | $305 | $0 |