Civic Intelligence

Abbott L Brown Foundation

990PF • Fiscal year 2023 • EIN 27-0816577

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 15, 2024

Organization Profile
10880 Wilshire Blvd Suite 910Los Angeles, CA 90024

(310) 209-5300

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

92nd percentile

67%

Higher net margin than 92% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-75%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,512,798

Up $171,398 (+13%) from 2022

Net Assets

Up

$1,512,798

Up $171,398 (+13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin92nd percentile

Revenue

Down

$53,331

Down $159,351 (-75%) from 2022

Expenses

Up

$17,501

Up $4,036 (+30%) from 2022

Net Income

Down

$35,830

Down $163,387 (-82%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,348,971Liabilities 2012: $0Net Assets 2012: $1,348,9712012Assets 2013: $1,381,246Liabilities 2013: $0Net Assets 2013: $1,381,2462013Assets 2014: $1,426,474Liabilities 2014: $0Net Assets 2014: $1,426,4742014Assets 2015: $1,323,334Liabilities 2015: $0Net Assets 2015: $1,323,3342015Assets 2016: $1,415,755Liabilities 2016: $0Net Assets 2016: $1,415,7552016Assets 2017: $1,522,769Liabilities 2017: $0Net Assets 2017: $1,522,7692017Assets 2018: $1,350,655Liabilities 2018: $0Net Assets 2018: $1,350,6552018Assets 2019: $1,356,025Liabilities 2019: $0Net Assets 2019: $1,356,0252019Assets 2020: $1,391,854Liabilities 2020: $0Net Assets 2020: $1,391,8542020Assets 2021: $1,564,737Liabilities 2021: $0Net Assets 2021: $1,564,7372021Assets 2022: $1,341,400Liabilities 2022: $0Net Assets 2022: $1,341,4002022Assets 2023: $1,512,798Liabilities 2023: $0Net Assets 2023: $1,512,7982023Assets 2024: $2,658,146Liabilities 2024: $0Net Assets 2024: $2,658,1462024

Highlighted filing

2023

Assets$1,512,798
Liabilities$0
Net Assets$1,512,798
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $36,0172012Revenue 2013: $9,765Expenses 2013: $111,079Net Income 2013: -$101,3142013Revenue 2014: $75,317Expenses 2014: $8,844Net Income 2014: $66,4732014Revenue 2015: $58,074Expenses 2015: $69,063Net Income 2015: -$10,9892015Revenue 2016: $97,879Expenses 2016: $59,547Net Income 2016: $38,3322016Revenue 2017: $42,167Expenses 2017: $96,671Net Income 2017: -$54,5042017Revenue 2018: $73,492Expenses 2018: $86,579Net Income 2018: -$13,0872018Revenue 2019: $38,364Expenses 2019: $213,894Net Income 2019: -$175,5302019Revenue 2020: $60,481Expenses 2020: $112,967Net Income 2020: -$52,4862020Revenue 2021: $31,096Expenses 2021: $22,613Net Income 2021: $8,4832021Revenue 2022: $212,682Expenses 2022: $13,465Net Income 2022: $199,2172022Revenue 2023: $53,331Expenses 2023: $17,501Net Income 2023: $35,8302023Revenue 2024: $1,091,759Expenses 2024: $62,326Net Income 2024: $1,029,4332024

Highlighted filing

2023

Revenue$53,331
Expenses$17,501
Net Income$35,830
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ABBOTT L BROWNPresident, Director-$0--
ERLINDA MEJIASecretary, Treasurer, Director-$0--
RUSSELL E BROWNVice President, Director-$0--
JERRIE PAULA ORTEGA-BROWNVice President-$0--
Filing and Contact Details

Filer

Filer Name
Abbott L Brown Foundation
EIN
27-0816577
In Care Of
% FISHMAN BLOCK & DIAMOND LLP
Phone
3102095300
Address
10880 WILSHIRE BLVD SUITE 910, LOS ANGELES, CA 90024

Signing Officer

Name
Abbott L Brown
Title
President
Phone
8053748555
Signed
2024-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
Preparer
Robin M Paule
Phone
8053748555
Raw XML Appendix353 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt05050
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02525
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt030248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1149671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt217180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3102027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt418837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5102531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt619458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7159736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt832247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt941238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt030248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1149671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt217180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3102027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt418837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5102531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt619458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7159736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt832247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt941238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ISHARES GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ISHARES S&P 100 ETF (OEF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2VANGUARD INTL EQUITY INDEX FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3VANGUARD DEVELOPED MARKETS IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4FLEXSHARES TRUST MORNINGSTAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DIMENSIONAL ETF TRUST INTL COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ISHARES S&P GSCI COMMODITY-IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7RPAR RISK PARITY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ISHARES TIPS BOND ETF (TIP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9SCHWAB STRATEGIC TR US TIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt074363
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1149473
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2151541
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt353698
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt471622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt572791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt63253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt797622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt847708
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DOUBLELINE TOTAL RETURN BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD TOTAL STOCK MARKET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DFA US CORE EQUITY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DFA EMERGING MRKTS CORE EQU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PIMCO INCOME FUND INSTITUTIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FPA NEW INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6BLACKSTONE REAL ESTATE INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7BLACKSTONE PRIVATE CREDIT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CLIFFWATER CORPORATE LENDING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt074363
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1149473
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2151541
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt353698
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt471622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt572791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt63253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt797622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt847708
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt046813
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt07512
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PARTNERSHIP INCOME/LOSS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-994
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt053331
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt053331
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02525
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02525
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05050
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07512
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt046813
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt046813
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt035830
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0230645
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07512
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt043666
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06441
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06441
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-994
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-994
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0699
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06010
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09665
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt017501
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt053331
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt053331
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02600
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09665
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0146453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt176680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-10358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt117454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-10358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt117454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0136095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt194134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07512
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt035830
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0135568
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01512798
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01341400
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01512798
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt069923
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt069923
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt069923
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt070530
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0607
IRS990PF/DistributableAmountGrp/TotalTaxAmt0607
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02233
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0607
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02233
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0607
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0607
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02840
IRS990PF/FMVAssetsEOYAmt01512798
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt012439
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt020637
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt020637
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0713322
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0673173
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0673173
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0547711
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0722071
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0722071
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01341400
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01512798
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt067928
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt096917
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt096917
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01341400
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01512798
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01512798
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01341400
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01512798
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01341400
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01512798
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01432075
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt098108
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01333967
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021481
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt070530
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01410594
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01432075
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ABBOTT L BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ERLINDA MEJIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RUSSELL E BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JERRIE PAULA ORTEGA-BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY, TREASURER, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010880 WILSHIRE BLVD SUITE 910
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt110880 WILSHIRE BLVD SUITE 910
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt210880 WILSHIRE BLVD SUITE 910
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt310880 WILSHIRE BLVD SUITE 910
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd390024
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02600
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02600
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt016830 VENTURA BLVD SUITE 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ENCINO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091436
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FISHMAN BLOCK & DIAMOND LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum08187837140
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ABBOTT BROWN INDIRECTLY VIA RIDGES
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02600
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt069923
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt030152
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030152
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt030152
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030152
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt037171
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06441
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06441
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Partnership Income/Loss
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-994
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-994
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0135568
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/LOSS
TaxesSchedule/TaxesDetail/Amt0699
TaxesSchedule/TaxesDetail/Amt175
TaxesSchedule/TaxesDetail/Amt25236
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt075
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0699
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ABBOTT L BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08053748555
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ABBOTT L BROWN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ABBO
ReturnHeader/Filer/EIN0270816577
ReturnHeader/Filer/InCareOfNm0% FISHMAN BLOCK & DIAMOND LLP
ReturnHeader/Filer/PhoneNum03102095300
ReturnHeader/Filer/USAddress/AddressLine1Txt010880 WILSHIRE BLVD SUITE 910
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090024
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLTHOUSE CARLIN & VAN TRIGT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03011 TOWNSGATE ROAD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTLAKE VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091361
ReturnHeader/PreparerPersonGrp/PhoneNum08053748555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBIN M PAULE
ReturnHeader/ReturnTs02024-04-06T18:05:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ABBOTT L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROWN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,512,798
Liabilities
$0
Net assets
$1,512,798
Revenue
$53,331
Expenses
$17,501
Net income
$35,830
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$1.09$0.06$1.03
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.05$0.02$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.21$0.01$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.03$0.02$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.06$0.11$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.04$0.21$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.07$0.09$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.04$0.10$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.10$0.06$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.06$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.08$0.01$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.01$0.11$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.04