Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 04-01-2020 , and ending 03-31-2021
Name of foundation
ALVIN I AND PEGGY S BROWN FAMILY
CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)8180 WISCONSIN AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD20814
A Employer identification number

52-6041735
B Telephone number (see instructions)

(301) 841-6751
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$21,844,251J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 21,307 21,307 21,307
4 Dividends and interest from securities... 297,611 297,611 297,611
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 725,756
b Gross sales price for all assets on line 6a 2,272,323
7 Capital gain net income (from Part IV, line 2)... 725,756
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 10,861 10,861 10,861
12 Total. Add lines 1 through 11........ 1,055,535 1,055,535 329,779
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 42,000 42,000 42,000 42,000
c Other professional fees (attach schedule)....        
17 Interest............... 531 531 531 531
18 Taxes (attach schedule) (see instructions)... Click to see attachment 33,309 33,309 33,309 33,309
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 60,367 60,367 60,367 60,367
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 136,207 136,207 136,207 136,207
25 Contributions, gifts, grants paid....... 1,242,800 1,242,800
26 Total expenses and disbursements. Add lines 24 and 25 1,379,007 136,207 136,207 1,379,007
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -323,472
b Net investment income (if negative, enter -0-) 919,328
c Adjusted net income (if negative, enter -0-)... 193,572
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 523,491 1,045,624 1,045,624
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 4,021 9,000 9,000
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,140,115 Click to see attachment5,762,404 8,048,773
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,718,426 Click to see attachment7,234,804 12,726,866
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment12,202 Click to see attachment13,988 Click to see attachment13,988
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,398,255 14,065,820 21,844,251
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 14,398,255 14,065,820
29 Total net assets or fund balances (see instructions)..... 14,398,255 14,065,820
30 Total liabilities and net assets/fund balances (see instructions). 14,398,255 14,065,820
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
14,398,255
2
Enter amount from Part I, line 27a .....................
2
-323,472
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
14,074,783
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
8,963
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,065,820
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SHORT-TERM SEMPER VIC PARTNERS FLOWTHROUGH P 2020-04-01 2020-12-31
b LONG-TERM SEMPER VIC PARTNERS FLOWTHROUGH P 2010-01-01 2020-12-31
c 200 Diageo PLC -Spon ADR P 2019-08-12 2020-04-30
d 500 Unilever PLC -Spon ADR P 2019-08-12 2020-04-30
e 200 Analog Devices P 2019-11-27 2020-04-30
50 Air Products & Chemicals P 2019-08-12 2020-04-30
1300 Brunswick P 2019-08-12 2020-04-30
700 Blackbaud P 2019-08-12 2020-04-30
300 Disney (Walt) P 2019-08-12 2020-04-30
500 FedEx P 2019-08-12 2020-04-30
200 Gilead Sciences P 2019-08-12 2020-04-30
100 Linde Plc P 2019-10-28 2020-04-30
200 Merck P 2019-08-12 2020-04-30
200 Microsoft P 2019-10-28 2020-04-30
200 PayPal Holdings P 2019-10-28 2020-04-30
50 Regeneron Pharmaceuticals P 2019-08-12 2020-04-30
100 Synopsys P 2019-08-12 2020-04-30
100 Verisk Analytics P 2019-08-12 2020-04-30
100000 Electronic Arts -MWCall P 2019-08-14 2021-02-01
50000 Merck -MWCall P 2019-08-14 2021-01-15
50000 Xilinx -MWCall P 2019-08-14 2021-03-15
100000 US Treasury P 2019-08-14 2020-04-23
100000 US Treasury P 2019-08-14 2020-04-23
25 Compagnie Financiere Richemont SA P 2016-01-05 2020-05-15
50 Compagnie Financiere Richemont SA P 2016-02-17 2020-05-15
20 Compagnie Financiere Richemont SA P 2018-10-11 2020-05-15
10 The Swatch Group AG-BR P 2018-07-20 2020-05-15
5 The Swatch Group AG-BR P 2018-04-18 2020-05-15
1 The Swatch Group AG-BR P 2018-08-16 2020-05-15
12 The Swatch Group AG-BR P 2017-10-25 2020-05-15
10 Anheuser-Busch InBev SA P 2015-02-03 2020-05-21
15 Anheuser-Busch InBev SA P 2015-10-23 2020-05-21
25 Anheuser-Busch InBev SA P 2015-11-11 2020-05-21
50 Anheuser-Busch InBev SA P 2015-11-17 2020-05-21
5 Anheuser-Busch InBev SA P 2015-12-02 2020-05-21
15 Anheuser-Busch InBev SA P 2015-12-15 2020-05-21
30 Anheuser-Busch InBev SA P 2015-12-16 2020-05-21
5 Anheuser-Busch InBev SA P 2016-03-21 2020-05-21
3 Anheuser-Busch InBev SA P 2016-06-22 2020-05-21
10 Anheuser-Busch InBev SA P 2016-09-26 2020-05-21
32 Anheuser-Busch InBev SA P 2017-10-06 2020-05-21
15 Anheuser-Busch InBev SA P 2014-08-26 2020-05-22
10 Anheuser-Busch InBev SA P 2015-10-14 2020-05-22
15 Anheuser-Busch InBev SA P 2015-10-15 2020-05-22
10 Anheuser-Busch InBev SA P 2015-10-23 2020-05-22
75 Anheuser-Busch InBev SA P 2015-10-27 2020-05-22
1 Anheuser-Busch InBev SA P 2016-11-18 2020-05-22
10 Anheuser-Busch InBev SA P 2018-03-02 2020-05-22
10 Anheuser-Busch InBev SA P 2018-04-06 2020-05-22
20 Anheuser-Busch InBev SA P 2018-04-24 2020-05-22
165 JC Decaux SA ACT P 2015-03-11 2020-06-17
10 JC Decaux SA ACT P 2015-03-31 2020-06-17
65 JC Decaux SA ACT P 2015-04-28 2020-06-17
50 JC Decaux SA ACT P 2015-06-16 2020-06-17
105 JC Decaux SA ACT P 2015-07-10 2020-06-17
75 JC Decaux. SA ACT P 2015-08-21 2020-06-17
25 JC Decaux SA ACT P 2015-11-06 2020-06-17
125 JC Decaux SA ACT P 2015-12-02 2020-06-17
110 JC Decaux SA ACT P 2016-01-28 2020-06-17
25 JC Decaux SA ACT P 2016-04-21 2020-06-17
100 JC Decaux SA ACT P 2016-12-14 2020-06-17
240 JC Decaux SA ACT P 2017-07-27 2020-06-17
50 JC Decaux SA ACT P 2017-09-04 2020-06-17
23 The Swatch Group AG-BR P 2015-10-22 2020-06-17
22 The Swatch Group AG-BR P 2015-10-23 2020-06-17
1 The Swatch Group AG-BR P 2015-10-27 2020-06-17
16 The Swatch Group AG-BR P 2015-10-29 2020-06-17
20 The Swatch Group AG-BR P 2015-11-05 2020-06-17
5 The Swatch Group AG-BR P 2015-11-12 2020-06-17
3 The Swatch Group AG-BR P 2015-11-20 2020-06-17
5 The Swatch Group AG-BR P 2015-12-02 2020-06-17
10 The Swatch Group AG-BR P 2015-12-16 2020-06-17
5 The Swatch Group AG-BR P 2016-02-03 2020-06-17
25 The Swatch Group AG-BR P 2016-03-18 2020-06-17
5 The Swatch Group AG-BR P 2016-04-14 2020-06-17
5 The Swatch Group AG-BR P 2016-05-26 2020-06-17
5 The Swatch Group AG-BR P 2016-06-07 2020-06-17
5 The Swatch Group AG-BR P 2017-01-10 2020-06-17
1 The Swatch Group AG-BR P 2017-01-13 2020-06-17
7 The Swatch Group AG-BR P 2017-07-27 2020-06-17
15 The Swatch Group AG-BR P 2017-08-25 2020-06-17
4 The Swatch Group AG-BR P 2017-10-25 2020-06-17
18 The Swatch Group AG-BR P 2018-10-11 2020-06-17
34 Mastercard Inc Cl A P 2010-08-09 2020-06-29
94 Anheuser-Busch InBev SA P 2016-11-18 2020-07-17
15 Anheuser-Busch InBev SA P 2018-05-04 2020-07-17
150 Anheuser-Busch InBev SA P 2018-06-12 2020-07-17
35 Anheuser-Busch InBev SA P 2018-10-17 2020-07-17
100 Anheuser-Busch InBev SA P 2019-01-18 2020-07-17
90 Brown-Forman Corp Cl A P 1998-12-03 2020-07-17
107 Brown-Forman Corp Cl B P 1998-12-03 2020-07-17
150 Brown-Forman Corp Cl 8 P 2000-09-28 2020-07-17
125 Berkshire Hathaway Inc Cl B P 2004-02-27 2020-07-17
120 Berkshire Hathaway Inc Cl B P 2004-12-16 2020-07-17
100 Berkshire Hathaway Inc Cl B P 2006-05-30 2020-07-17
200 Berkshire Hathaway Inc Cl B P 2009-07-23 2020-07-17
7 Berkshire Hathaway Inc Cl B P 2020-06-04 2020-07-17
75 Compagnie Financiere Richemont SA P 2003-08-01 2020-07-17
25 Compagnie Financiere Richemont SA P 2008-11-25 2020-07-17
25 Compagnie Financiere Richemont SA P 2016-01-12 2020-07-17
65 Compagnie Financiere Richemont SA P 2016-01-27 2020-07-17
15 Compagnie Financiere Richemont SA P 2016-01-29 2020-07-17
170 Compagnie Financiere Richemont SA P 2016-02-01 2020-07-17
10 Compagnie Financiere Richemont SA P 2016-02-17 2020-07-17
25 Compagnie Financiere Richemont SA P 2016-03-18 2020-07-17
25 Compagnie Financiere Richemont SA P 2016-05-26 2020-07-17
25 Compagnie Financiere Richemont SA P 2016-10-11 2020-07-17
15 Compagnie Financiere Richemont SA P 2016-11-18 2020-07-17
118 Compagnie Financiere Richemont SA P 2020-06-23 2020-07-17
190 Comcast Corp New Cl A P 2008-10-17 2020-07-17
225 Comcast Corp New Cl A P 2002-10-15 2020-07-17
405 Diageo PLC P 1998-12-03 2020-07-17
10 Alphabet Inc Cl C P 2018-06-04 2020-07-17
2 Alphabet Inc Cl C P 2019-04-01 2020-07-17
4 Alphabet Inc Cl C P 2019-04-04 2020-07-17
3 Alphabet Inc Cl C P 2019-04-08 2020-07-17
1 Alphabet Inc Cl C P 2019-04-16 2020-07-17
1 Alphabet Inc Cl C P 2019-04-30 2020-07-17
6 Alphabet Inc Cl C P 2019-06-04 2020-07-17
5 Alphabet Inc Cl C P 2019-06-13 2020-07-17
3 Alphabet Inc Cl C P 2019-07-11 2020-07-17
1 Alphabet Inc Cl C P 2020-01-17 2020-07-17
531 Heineken Holding NV P 1998-12-04 2020-07-17
78 Heineken Holding NV P 2000-07-12 2020-07-17
19 Heineken Holding NV P 2003-06-25 2020-07-17
50 Heineken Holding NV P 2009-03-16 2020-07-17
15 Heineken Holding NV P 2018-07-31 2020-07-17
110 J.P. Morgan Chase P 2020-03-11 2020-07-17
140 J.P. Morgan Chase P 2020-03-13 2020-07-17
14 J.P. Morgan Chase P 2020-03-16 2020-07-17
65 J.P. Morgan Chase P 2020-03-17 2020-07-17
165 Mastercard Inc Cl A P 2010-07-08 2020-07-17
100 Mastercard Inc Cl A P 2010-07-09 2020-07-17
37 Mastercard Inc Cl A P 2010-08-09 2020-07-17
150 Mastercard Inc Cl A P 2010-08-11 2020-07-17
25 Martin Marietta Materials P 2017-08-14 2020-07-17
15 Martin Marietta Materials P 1999-08-25 2020-07-17
65 Martin Marietta Materials P 2000-10-19 2020-07-17
230 Nestle SA-Spons ADR P 1998-12-03 2020-07-17
250 Nestle SA-Spons ADR P 2003-06-17 2020-07-17
75 Nestle SA-Spons ADR P 2005-01-12 2020-07-17
25 Nestle SA-Spons ADR P 2013-07-16 2020-07-17
30 Nestle SA-Spons ADR P 2014-05-08 2020-07-17
55 Nestle SA-Spons ADR P 2015-02-03 2020-07-17
55 Nestle SA-Spons ADR P 2015-04-16 2020-07-17
10 Nestle SA-Spons ADR P 2016-12-16 2020-07-17
140 Nestle SA-Spons ADR P 2017-04-13 2020-07-17
25 Philip Morris International Inc P 2016-11-17 2020-07-17
15 Philip Morris International Inc P 2013-10-24 2020-07-17
20 Philip Morris International Inc P 2013-09-16 2020-07-17
45 Philip Morris International Inc P 2015-05-14 2020-07-17
15 Philip Morris International Inc P 2015-05-08 2020-07-17
55 Philip Morris International Inc P 2015-04-06 2020-07-17
25 Philip Morris International Inc P 2009-04-09 2020-07-17
50 Philip Morris International Inc P 2009-03-16 2020-07-17
170 Philip Morris International Inc P 1998-12-03 2020-07-17
13 Pernod Ricard P 2008-10-07 2020-07-17
63 Pernod Ricard P 2011-10-05 2020-07-17
10 Pernod Ricard P 2013-08-29 2020-07-17
10 Pernod Ricard P 2014-09-08 2020-07-17
35 Pernod Ricard P 2015-02-13 2020-07-17
45 Pernod Ricard P 2015-04-07 2020-07-17
45 Pernod Ricard P 2015-04-14 2020-07-17
5 Pernod Ricard P 2015-04-20 2020-07-17
55 Pernod Ricard P 2015-10-05 2020-07-17
5 Pernod Ricard P 2016-01-11 2020-07-17
10 Pernod Ricard P 2016-02-17 2020-07-17
5 Pernod Ricard P 2016-04-20 2020-07-17
30 Pernod Ricard P 2016-05-26 2020-07-17
15 Pernod Ricard P 2016-06-22 2020-07-17
5 Pernod Ricard P 2017-01-10 2020-07-17
12 Pernod Ricard P 2017-01-13 2020-07-17
465 Swedish Match AB P 2000-11-21 2020-07-17
75 Unilever NV ADR P 2013-05-31 2020-07-17
290 Unilever NV ADR P 2013-12-24 2020-07-17
12 Unilever NV ADR P 2014-01-16 2020-07-17
115 Unilever NV ADR P 2014-07-23 2020-07-17
75 Unilever NV ADR P 2016-12-12 2020-07-17
15 Unilever NV ADR P 2017-01-13 2020-07-17
10 Unilever NV ADR P 2019-09-20 2020-07-17
100 Unilever NV ADR P 2019-09-26 2020-07-17
13 Unilever NV ADR P 2020-02-05 2020-07-17
120 Brown-Forman Corp Cl A P 1998-12-03 2020-08-11
25 Mastercard Inc Cl A P 2010-07-08 2020-08-20
6 Mastercard Inc Cl A P 2010-07-08 2020-09-04
370 Diageo PLC P 1998-12-03 2020-09-18
345 Diageo PLC P 1998-12-03 2020-09-22
57 Mastercard Inc Cl A P 2020-10-09 2021-01-20
29 Mastercard Inc Cl A P 2020-10-09 2021-01-28
60 Anheuser-Busch InBev SA P 2020-07-06 2021-01-29
17 Berkshire Hathaway Inc Cl B P 2004-12-16 2021-01-29
13 Martin Marietta Materials P 2000-10-19 2021-01-29
18 Mastercard Inc Cl A P 2020-10-09 2021-02-01
12 Pernod Ricard P 2006-02-09 2021-02-01
39 Pernod Ricard P 2008-10-07 2021-02-01
11 Mastercard Inc Cl A P 2020-10-09 2021-02-02
11 Mastercard Inc Cl A P 2020-10-09 2021-02-04
9 Mastercard Inc Cl A P 2020-10-09 2021-02-11
20 Mastercard Inc Cl A P 2010-07-08 2021-02-11
17 Mastercard Inc Cl A P 2010-07-08 2021-02-25
26 Mastercard Inc Cl A P 2010-07-08 2021-03-09
43 Pernod Ricard P 2006-02-09 2021-03-10
145 Unilever PLC ADR P 2020-10-09 2021-03-10
65 J.P. Morgan Chase P 2020-03-12 2021-03-15
16 J.P. Morgan Chase P 2020-03-12 2021-03-16
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a     35,413 -35,413
b 377,940     377,940
c 27,700   33,057 -5,357
d 25,974   29,676 -3,702
e 21,969   22,626 -657
11,284   11,522 -238
62,367   62,122 245
38,741   64,730 -25,989
32,295   41,179 -8,884
63,133   80,480 -17,347
16,495   13,084 3,411
18,410   19,618 -1,208
15,868   17,087 -1,219
35,616   28,987 6,629
24,527   21,561 2,966
26,204   15,154 11,050
15,759   13,038 2,721
15,240   15,603 -363
100,000   100,115 -115
50,000   50,000  
50,000   50,000  
101,804   100,647 1,157
102,878   100,578 2,300
1,320   1,722 -402
2,640   3,375 -735
1,056   1,457 -401
1,771   4,818 -3,047
885   2,381 -1,496
177   425 -248
2,125   4,861 -2,736
411   1,252 -841
617   1,781 -1,164
1,028   3,038 -2,010
2,056   6,248 -4,192
206   641 -435
617   1,841 -1,224
1,234   3,731 -2,497
206   605 -399
123   387 -264
411   1,311 -900
1,316   3,906 -2,590
607   1,683 -1,076
405   1,156 -751
607   1,731 -1,124
405   1,187 -782
3,036   8,818 -5,782
40   102 -62
405   1,102 -697
405   1,096 -691
810   2,078 -1,268
3,127   5,637 -2,510
190   338 -148
1,232   2,372 -1,140
948   2,092 -1,144
1,990   4,597 -2,607
1,421   2,806 -1,385
474   973 -499
2,369   4,787 -2,418
2,085   4,151 -2,066
474   1,111 -637
1,895   2,909 -1,014
4,548   8,639 -4,091
948   1,667 -719
4,628   9,035 -4,407
4,427   8,853 -4,426
201   390 -189
3,219   6,190 -2,971
4,024   8,017 -3,993
1,006   1,860 -854
604   1,092 -488
1,006   1,796 -790
2,012   3,489 -1,477
1,006   1,662 -656
5,030   8,951 -3,921
1,006   1,726 -720
1,006   1,506 -500
1,006   1,571 -565
1,006   1,627 -621
201   350 -149
1,408   2,746 -1,338
3,018   5,955 -2,937
805   1,620 -815
3,622   6,155 -2,533
9,876   727 9,149
5,046   9,584 -4,538
805   1,464 -659
8,052   14,672 -6,620
1,879   2,969 -1,090
5,368   7,362 -1,994
5,535   586 4,949
7,164   696 6,468
10,043   795 9,248
23,879   7,918 15,961
22,924   6,831 16,093
19,103   6,158 12,945
38,206   12,249 25,957
1,337   1,339 -2
3,987   786 3,201
1,329   433 896
1,329   1,646 -317
3,455   4,186 -731
797   968 -171
9,036   11,077 -2,041
532   675 -143
1,329   1,663 -334
1,329   1,500 -171
1,329   1,605 -276
797   985 -188
6,272   7,774 -1,502
8,006   1,422 6,584
9,481   1,571 7,910
14,306   4,238 10,068
15,104   11,369 3,735
3,021   2,386 635
6,042   4,851 1,191
4,531   3,612 919
1,510   1,226 284
1,510   1,182 328
9,062   6,309 2,753
7,552   5,447 2,105
4,531   3,435 1,096
1,510   1,475 35
45,636   13,706 31,930
6,711   1,865 4,846
1,600   429 1,171
4,295   1,171 3,124
1,289   1,462 -173
10,904   10,536 368
13,878   13,582 296
1,388   1,264 124
6,444   6,049 395
49,618   3,442 46,176
30,072   2,128 27,944
11,126   791 10,335
45,107   3,178 41,929
5,572   5,148 424
3,343   719 2,624
14,486   2,277 12,209
26,589   4,745 21,844
28,901   5,472 23,429
8,670   1,984 6,686
2,890   1,700 1,190
3,468   2,337 1,131
6,358   4,243 2,115
6,358   4,401 1,957
1,156   705 451
16,185   10,648 5,537
1,873   2,239 -366
1,124   1,329 -205
1,499   1,772 -273
3,372   3,895 -523
1,124   1,282 -158
4,122   4,315 -193
1,873   959 914
3,747   1,858 1,889
12,740   5,103 7,637
1,990   836 1,154
9,950   5,032 4,918
1,592   1,184 408
1,592   1,175 417
5,572   4,170 1,402
7,164   5,508 1,656
7,164   5,445 1,719
796   615 181
8,756   5,873 2,883
796   545 251
1,592   1,080 512
796   584 212
4,776   3,314 1,462
2,388   1,634 754
796   556 240
1,910   1,358 552
36,684   1,675 35,009
4,052   3,078 974
15,668   11,413 4,255
648   468 180
6,213   5,006 1,207
4,052   3,018 1,034
810   621 189
540   596 -56
5,403   6,039 -636
702   773 -71
7,657   781 6,876
8,392   522 7,870
2,001   125 1,876
12,350   3,872 8,478
10,913   3,610 7,303
19,160   19,950 -790
9,435   10,150 -715
3,807   6,054 -2,247
3,885   968 2,917
3,753   455 3,298
5,757   6,300 -543
2,172   763 1,409
7,272   2,574 4,698
3,685   3,850 -165
3,745   3,850 -105
3,076   3,150 -74
6,835   407 6,428
6,062   355 5,707
9,848   542 9,306
8,166   2,855 5,311
7,943   9,033 -1,090
10,071   5,794 4,277
2,449   1,426 1,023
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -35,413
b       377,940
c       -5,357
d       -3,702
e       -657
      -238
      245
      -25,989
      -8,884
      -17,347
      3,411
      -1,208
      -1,219
      6,629
      2,966
      11,050
      2,721
      -363
      -115
       
       
      1,157
      2,300
      -402
      -735
      -401
      -3,047
      -1,496
      -248
      -2,736
      -841
      -1,164
      -2,010
      -4,192
      -435
      -1,224
      -2,497
      -399
      -264
      -900
      -2,590
      -1,076
      -751
      -1,124
      -782
      -5,782
      -62
      -697
      -691
      -1,268
      -2,510
      -148
      -1,140
      -1,144
      -2,607
      -1,385
      -499
      -2,418
      -2,066
      -637
      -1,014
      -4,091
      -719
      -4,407
      -4,426
      -189
      -2,971
      -3,993
      -854
      -488
      -790
      -1,477
      -656
      -3,921
      -720
      -500
      -565
      -621
      -149
      -1,338
      -2,937
      -815
      -2,533
      9,149
      -4,538
      -659
      -6,620
      -1,090
      -1,994
      4,949
      6,468
      9,248
      15,961
      16,093
      12,945
      25,957
      -2
      3,201
      896
      -317
      -731
      -171
      -2,041
      -143
      -334
      -171
      -276
      -188
      -1,502
      6,584
      7,910
      10,068
      3,735
      635
      1,191
      919
      284
      328
      2,753
      2,105
      1,096
      35
      31,930
      4,846
      1,171
      3,124
      -173
      368
      296
      124
      395
      46,176
      27,944
      10,335
      41,929
      424
      2,624
      12,209
      21,844
      23,429
      6,686
      1,190
      1,131
      2,115
      1,957
      451
      5,537
      -366
      -205
      -273
      -523
      -158
      -193
      914
      1,889
      7,637
      1,154
      4,918
      408
      417
      1,402
      1,656
      1,719
      181
      2,883
      251
      512
      212
      1,462
      754
      240
      552
      35,009
      974
      4,255
      180
      1,207
      1,034
      189
      -56
      -636
      -71
      6,876
      7,870
      1,876
      8,478
      7,303
      -790
      -715
      -2,247
      2,917
      3,298
      -543
      1,409
      4,698
      -165
      -105
      -74
      6,428
      5,707
      9,306
      5,311
      -1,090
      4,277
      1,023
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 725,756
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -76,676
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 12,779
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 12,779
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,779
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 9,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,779
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (301) 841-6751

    Located atbullet8180 WISCONSIN AVENUEBETHESDAMD ZIP+4bullet208143633
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PATRICIA A BROWN President
    3.00     		0    
    PO BOX 32
    MENDOCINO,CA95460
    DONNA L BROWN Treasurer
    3.00     		0    
    817 E ZIA ROAD
    SANTA FE,NM87505
    LAURA CAT ENGEL-BROWN Secretary
    3.00     		0    
    1504 CALLE PRECIOSA
    SANTA FE,NM87505
    GABRIEL GUNTHER-BROWN Vice President
    3.00     		0    
    66 ESSEX ROAD
    GREAT NECK,NY11023
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    18,686,503
    b
    Average of monthly cash balances.......................
    1b
    784,558
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,471,061
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    19,471,061
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    292,066
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,178,995
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    958,950
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    958,950
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    12,779
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,779
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    946,171
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    946,171
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    946,171
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,379,007
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,379,007
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,379,007
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 946,171
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,379,007
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 946,171
    e Remaining amount distributed out of corpus 432,836
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 432,836
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		432,836
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 432,836
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BLUE SKYE FOUNDATION
    58C THREE ROCK ROAD
    SANTA FE,NM87506     		NONE PC CHARITY 175,000
    M4BL FUND
    225 E 26TH ST SUITE 1
    TUCSON,AZ85713     		NONE PC CHARITY 125,000
    REMY'S GOOD DAY FUND
    127 UNIVERSITY AVE
    BERKELY,CA94710     		NONE PC CHARITY 100,000
    MENDOCINO COAST CHILDRENS FUND
    PO BOX 1616
    MENDOCINO,CA95460     		NONE PC CHARITY 75,000
    THE STREET HOMELESS
    1000 CORDOVA PLACE 34
    SANTA FE,NM87505     		NONE PC CHARITY 50,000
    TOMORROW'S WOMEN
    369 MONTEZUMA AVE 566
    SANTA FE,NM87501     		NONE PC CHARITY 50,000
    FOOD BANK FOR NEW YORK CITY
    39 BROADWAY 10TH FLOOR
    NEW YORK,NY10006     		NONE PC CHARITY 47,000
    OXFAM AMERICA
    1101 17TH ST NW 1300
    WASHINGTON,DC20036     		NONE PC CHARITY 47,000
    USA SHAOLIN TEMPLE
    102 ALLEN ST 2ND FLOOR
    NEW YORK,NY10002     		NONE PC CHARITY 47,000
    CORNERSTONES COMMUNITY
    PO BOX 2341
    SANTA FE,NM87504     		NONE PC CHARITY 35,000
    IN GOOD COMPANY
    PO BOX 45
    ROEW,NM87562     		NONE PC CHARITY 35,000
    DOCTORS WITHOUT BORDERS
    PO BOX 5030
    HAGERSTOWN,MD21741     		NONE PC CHARITY 32,000
    MENDOCINO VOLUNTEER FIRE DEPARTMENT
    44700 LITTLE LAKE ROAD
    MENDOCINO,CA95460     		NONE PC CHARITY 30,000
    NAACP
    4805 MT HOPE DR
    BALTIMORE,MD21215     		NONE PC CHARITY 25,000
    OXFAM INTERNATIONAL
    226 CAUSEWAY ST 5TH FLOOR
    BOSTON,MA02114     		NONE PC CHARITY 25,000
    SOUTHERN LAW POVERTY CENTER
    400 WASHINGTON ST
    MONTGOMERY,AL36104     		NONE PC CHARITY 27,000
    AMNESTY INTERNATIONAL
    5 PENN PLAZA 16TH FLOOR
    NEW YORK,NY10001     		NONE PC CHARITY 22,000
    DUI HUI FOUNDATION
    450 SUTTER STREET SUITE 900
    SAN FRANCISCO,CA94111     		NONE PC CHARITY 22,000
    HUMAN RIGHTS WATCH
    350 FIFTH AVE 34TH FLOOR
    NEW YORK,NY10118     		NONE PC CHARITY 22,000
    THE SOUTH BRONX COMMUNITY CHARITY S
    730 CONCOURSE VILLAGE WEST TOWER B
    BRONX,NY10451     		NONE PC CHARITY 22,000
    ACLU
    3600 CLIPPER MILL RD SUITE 350
    BALTIMORE,MD21211     		NONE PC CHARITY 20,000
    HEIFER INTERNATIONAL
    1 WORLD AVENUE
    LITTLE ROCK,AR72202     		NONE PC CHARITY 20,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON STREET SUITE S723
    DENVER,CO80206     		NONE PC CHARITY 20,000
    WOMEN FOR WOMEN INTERNATIONAL
    2000 M STREET NW
    WASHINGTON,DC20036     		NONE PC CHARITY 20,000
    COMPASSIONATE TOUCH NETWORK
    1967 KIVA ROAD
    SANTA FE,NM87505     		NONE PC CHARITY 15,000
    PASO PACIFICO
    PO BOX 1244
    VENTURA,CA93002     		NONE PC CHARITY 15,000
    UNITED FARM WORKERS UFW
    PO BOX 62
    KEENE,CA93531     		NONE PC CHARITY 11,000
    UNITED FARM WORKERS FOUNDATION
    238 18TH STREET SUITE 10
    BAKERSFIELD,CA93301     		NONE PC CHARITY 11,000
    FORTUNE SOCIETY
    2976 NORTHERN BLVD
    LONG ISLAND CITY,NY11101     		NONE PC CHARITY 10,000
    JEWISH FEDERATION PALM BEACH
    1 HARVARD CIRCLE 100
    WEST PALM BEACH,FL33409     		NONE PC CHARITY 10,000
    RED CLOUD RENEWABLE
    112 MEADOWS LANE
    FORT COLLINS,CO80524     		NONE PC CHARITY 10,000
    THE AMERICAN INDIAN COLLEGE FUND
    PO BOX 172449
    DENVER,CO80217     		NONE PC CHARITY 10,000
    THE BARSTOOL FUND
    15275 COLLIER BLVD 201-367
    NAPLES,FL34119     		NONE PC CHARITY 10,000
    THE CARTER CENTER
    453 JOHN LEWIS FREEDOM PARKWAY
    ATLANTA,GA30307     		NONE PC CHARITY 10,000
    CONCEPTION COAST PROJECT
    417 FREDERICK STREET
    SANTA CRUZ,CA95062     		NONE PC CHARITY 5,000
    CONGREGATION BEIT TIKVAH
    PO BOX 24094
    SANTA FE,NM87502     		NONE PC CHARITY 5,000
    MANNA FOOD
    12301 OLD COLUMBIA PIKE SUITE 200
    SILVER SPRING,MD20904     		NONE PC CHARITY 5,000
    SEVA FOUNDATION
    1786 FIFTH STREET
    BERKELEY,CA94710     		NONE PC CHARITY 5,000
    THE LIFE LINK
    2325 CERRILLOS ROAD
    SANTA FE,NM87505     		NONE PC CHARITY 5,000
    HOSPICE OF PALM BEACH
    5300 EAST AVENUE
    WEST PALM BEACH,FL33407     		NONE PC CHARITY 2,000
    KIRTAN WAHHAH
    228 E ROUTE 59 85
    NANUET,NY10954     		NONE PC CHARITY 1,500
    AIZHEIMERS' FOUNDATION
    322 EIGHT AVENUE 7TH FLOOR
    NEW YORK,NY10001     		NONE PC CHARITY 1,000
    JEWISH FAMILY AND CHILDREN'S SERVIC
    5841 CORPORATE WAY 200
    WEST PALM BEACH,FL33407     		NONE PC CHARITY 1,000
    PALM BEACH FIRE RESCUE
    300 NORTH COUNTY ROAD
    PALM BEACH,FL33480     		NONE PC CHARITY 1,000
    PALM BEACH HABILITATION CENTER
    4522 SOUTH CONGRESS AVENUE
    PALM BEACH,FL33461     		NONE PC CHARITY 1,000
    WPBT2 PALM BEACH
    PO BOX 610002
    MIAMI,FL33261     		NONE PC CHARITY 1,000
    ENVIRONMENTAL DEFENSE FUND
    1875 CONNECTICUT AVE NW 600
    WASHINGTON,DC20009     		NONE PC CHARITY 500
    FLORIDA SCIENCE MUSEUM
    4801 DREHER TRAIL N
    WEST PALM BEACH,FL33405     		NONE PC CHARITY 500
    MOTHERS AGAINST DRUNK DRIVING MADD
    9140 WARD PARKWAY 210
    KANSAS CITY,MO64114     		NONE PC CHARITY 500
    MANDEL JCC GREATER PALM BEACH
    5221 HOOD ROAD
    PALM BEACH GARDENS,FL33418     		NONE PC CHARITY 500
    NATIONAL CANCER RESEARCH CENTER NCR
    PO BOX 8915
    TOPEKA,KS66608     		NONE PC CHARITY 500
    NORTON MUSEUM OF ART
    1450 S DIXIE HIGHWAY
    WEST PALM BEACH,FL33401     		NONE PC CHARITY 500
    TEMPLE ISRAEL
    1901 NORTH FLAGLER DRIVE
    WEST PALM BEACH,FL33407     		NONE PC CHARITY 500
    THE NATURE CONSERVATORY
    4245 N FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203     		NONE PC CHARITY 250
    BREASTCANCER RESEARCH
    28 W 44TH STREET 609
    NEW YORK,NY10036     		NONE PC CHARITY 200
    CHILDRENS' DEFENSE FUND
    840 1ST STREET NE SUITE 300
    WASHINGTON,DC20002     		NONE PC CHARITY 200
    COMMITTEE FOR MISSING CHILDREN
    934 STONE MILL RUN
    LAWRENCEVILLE,GA30046     		NONE PC CHARITY 150
    Total .................................bullet 3a 1,242,800
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 21,307  
    4 Dividends and interest from securities....     14 297,611  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 10,861  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 725,756  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,055,535  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,055,535
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    ALVIN I AND PEGGY S BROWN FAMILY
     
    CHARITABLE FOUNDATION
    EIN:
    52-6041735
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 42,000 42,000 42,000 42,000

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ALVIN I AND PEGGY S BROWN FAMILY
     
    CHARITABLE FOUNDATION
    EIN:
    52-6041735
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORP STOCKS IN PERSHING ACCOUNT 2,498,638 3,890,844
    CORP STOCKS IN SCHWAB ACCOUNT 3,263,766 4,157,929

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ALVIN I AND PEGGY S BROWN FAMILY
     
    CHARITABLE FOUNDATION
    EIN:
    52-6041735
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEMPER VIC PARTNERS FMV 7,234,804 12,726,866

    TY 2020 OtherAssetsSchedule
    Name:
    ALVIN I AND PEGGY S BROWN FAMILY
     
    CHARITABLE FOUNDATION
    EIN:
    52-6041735
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCrued interest 12,202 13,988 13,988


    TY 2020 OtherDecreasesSchedule
    Name:
    ALVIN I AND PEGGY S BROWN FAMILY
     
    CHARITABLE FOUNDATION
    EIN:
    52-6041735
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Amount
    FEDRAL TAX PAYMENT 8,963


    TY 2020 OtherExpensesSchedule
    Name:
    ALVIN I AND PEGGY S BROWN FAMILY
     
    CHARITABLE FOUNDATION
    EIN:
    52-6041735
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE EXPENSE=MANAGEMENT FEES 47,058 47,058 47,058 47,058
    CUSTODY AND ADR FEES 778 778 778 778
    LICENSES 252 252 252 252
    OFFICE EXPENSE 74 74 74 74
    PORTFOLIO DEDUCTIONS 12,205 12,205 12,205 12,205


    TY 2020 OtherIncomeSchedule2
    Name:
    ALVIN I AND PEGGY S BROWN FAMILY
     
    CHARITABLE FOUNDATION
    EIN:
    52-6041735
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Investment Income 10,861 10,861 10,861


    TY 2020 TaxesSchedule
    Name:
    ALVIN I AND PEGGY S BROWN FAMILY
     
    CHARITABLE FOUNDATION
    EIN:
    52-6041735
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 33,309 33,309 33,309 33,309