Constance W & James W Brown Jr Family

990PF • Fiscal year 2013 • EIN 20-3289903

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization Profile

One Propeller Place45356

(937) 778-4200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $500k-$1M nonprofits • Source year 2013

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $500k-$1M nonprofits • Source year 2013

56%

Higher net margin than 91% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

10%

Faster asset growth than 72% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

13%

Faster revenue growth than 63% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets35th percentile

Assets

$784,716

Up $71,363 (+10%) from 2012

Net Assets

$784,716

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue38th percentile Net Margin91st percentile

Revenue

$300,106

Up $33,919 (+13%) from 2012

Expenses

Down

$130,729

Down $499,920 (-79%) from 2012

Net Income

$169,377

Up $533,839 (+146%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$784,716

Liabilities$0

Net Assets$784,716

Open 2013 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$300,106

Expenses$130,729

Net Income$169,377

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Nov 14, 2014
Return Version: 2013v3.1

Compensation and Service Providers

Top Officer Pay55th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Constance W Brown	President	-	$0	-	-
James W Brown Jr	Sec/Tr	-	$0	-	-

Filing and Contact Details

Filer

EIN: 20-3289903
Phone: 9377784200

Signing Officer

Name: James W Brown Jr
Title: Sec/TR
Signed: 2014-11-14
Discuss with paid preparer: Yes

Preparer

Preparer: Belinda a Burns
Phone: 9372224505

Raw XML Appendix387 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt	1	0
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AccountingFeesSchedule/AccountingFeesDetail/Amt	1	4950
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	Burns Tax Consulting LLC
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	1	Fairway Wealth Management
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	342
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	1	990
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	1369
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	1	3960
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	7502.931 sh LSBDX
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	2	6837.495sh VMLUX
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	113400
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	1	20886
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	2	76589
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	113744
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	2	75349
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	21478
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	4	26443
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	6	96424
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	5	947.646sh VASVX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	6	1834.198 sh PRGFX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	32253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	196936
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	45441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	43388
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	10271
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	44924
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	6	20049
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	610sh IJR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	580sh ICF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	1320sh VEA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	6	1195sh VWO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	7	110sh VSS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	8	660sh VNQ
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	9	49.33sh VTIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	66569
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	387960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	55018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	49162
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	11323
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	6	19732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	7	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	8	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	9	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	20772
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	100758
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	6661
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	100758
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	104399
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	104399
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	178576
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	20772
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	20772
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	169377
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	270179
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	100006
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	17369
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	2300
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	2300
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	100758
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	169377
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	99554
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	1540
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	884270
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	713353
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	784716
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	45165
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	45165
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	2000
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	1272
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	732
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IRS990PF/FMVAssetsEOYAmt	0	1119716
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	2100
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	916785
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Constance W Brown
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	James W Brown Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Sec/Tr
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	1	7180 Harris Farm Dr 306
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	Chagrin Falls
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	Chagrin Falls
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	1	OH
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	1845597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	1357318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	1533451
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	1.42069
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	109205
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	109205
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	One Propeller Place
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	Piqua
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	45356
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1	0	James W Brown Jr
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9377784200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Constance W Brown
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	James W Brown Jr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	32200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	68199
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Aspire Project & annual fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Amanda Smith Fellowship for medical research; clinical study
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	funding for programs to prevent suicide
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Hathaway Brown School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Dystonia Medical Research Foundatio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	Suicide Prevention Education Allian
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	University of Buffalo Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	19600 North Park Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	1	1 East Wacker Dr Suite 2810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	2	29425 Chagrin Blvd Suite 306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	3	101 Service Center Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	Shaker Heights
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	1	Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	2	Cleveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	3	Buffalo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	1	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	2	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	3	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	44122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	1	60601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	2	44122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	3	14260
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	104399
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	45165
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	45165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	559272
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	548010
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	582252
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	41790
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	89106
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	89106
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1795364
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	64040
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	559272
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	548010
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	582252
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	41790
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	109205
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	64040
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1884470
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	1820430
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	James W Brown III
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	4445 Moraine Ridge Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	Dayton
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	45429
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	178576
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	178576
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	900 sh Ishares Core S&P ETF 1833.4710 sh T Rowe Price Growth Stock Fund
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2013-11-12
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherDecreasesSchedule/OtherDecreasesDetail/Amount	0	99554
OtherDecreasesSchedule/OtherDecreasesDetail/Description	0	basis in donated stock FMV
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	meeting expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	3474
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	13895
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	17369
OtherIncreasesSchedule/OtherIncreasesDetail/Amount	0	994
OtherIncreasesSchedule/OtherIncreasesDetail/Amount	1	546
OtherIncreasesSchedule/OtherIncreasesDetail/Description	0	Book/tax difference in investment income
OtherIncreasesSchedule/OtherIncreasesDetail/Description	1	nondividend distribution
TaxesSchedule/TaxesDetail/Amt	0	1999
TaxesSchedule/TaxesDetail/Amt	1	301
TaxesSchedule/TaxesDetail/CategoryTxt	0	Federal tax
TaxesSchedule/TaxesDetail/CategoryTxt	1	Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1999
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	301
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	James W Brown Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Sec/TR
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	Constance W & James W Brown Jr Family
ReturnHeader/Filer/BusinessName/BusinessNameLine2	0	Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt	0	CONS
ReturnHeader/Filer/EIN	0	203289903
ReturnHeader/Filer/PhoneNum	0	9377784200
ReturnHeader/Filer/USAddress/AddressLine1	0	One Propeller Place
ReturnHeader/Filer/USAddress/City	0	Piqua
ReturnHeader/Filer/USAddress/State	0	OH
ReturnHeader/Filer/USAddress/ZIPCode	0	45356
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	BURNS TAX CONSULTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	40 N MAIN ST KETTERING TOWERSTE 152
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	45423
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9372224505
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BELINDA A BURNS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2014-11-14T12:45:43-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $784,716
Liabilities: $0
Net assets: $784,716
Revenue: $300,106
Expenses: $130,729
Net income: $169,377

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2020Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.03	$0.40	$0.37
2019Detailed filing. Detailed filing data is available for this year.	$0.31	$0.00	$0.31	$0.02	$0.33	$0.31
2018Detailed filing. Detailed filing data is available for this year.	$0.62	$0.00	$0.62	$0.02	$0.24	$0.22
2017Detailed filing. Detailed filing data is available for this year.	$0.72	$0.00	$0.72	$0.03	$0.27	$0.24
2016Detailed filing. Detailed filing data is available for this year.	$0.81	$0.00	$0.81	$0.02	$0.23	$0.21
2015Detailed filing. Detailed filing data is available for this year.	$0.92	$0.00	$0.92	$0.05	$0.19	$0.14
2014Detailed filing. Detailed filing data is available for this year.	$1.05	$0.00	$1.05	$0.53	$0.24	$0.29
2013Detailed filing. Detailed filing data is available for this year.	$0.78	$0.00	$0.78	$0.30	$0.13	$0.17
2012Summary only. Only limited summary data is available for this year.	$0.71	$0.00		$0.27	$0.63	$0.36
2011Detailed filing. Detailed filing data is available for this year.	$1.05	$0.00	$1.05		$0.64