Form990-PF
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
The Joe W and Dorothy D Brown
Foundation
Number and street (or P.O. box number if mail is not delivered to street address)320 Hammond Hwy
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Metairie, LA70005
A Employer identification number

72-6027232
B Telephone number (see instructions)

(504) 834-3433
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$163,009,174J 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) 175,510
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,193,657 2,193,657 2,193,657
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,868,485
b Gross sales price for all assets on line 6a 48,748,775
7 Capital gain net income (from Part IV, line 2)... 6,868,485
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 2,214,405 1,059,706 1,154,699
12 Total. Add lines 1 through 11........ 11,452,057 10,121,848 3,348,356
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 389,116 38,912   350,204
14 Other employee salaries and wages...... 244,857 8,825   236,032
15 Pension plans, employee benefits....... 153,939 9,532   144,407
16a Legal fees (attach schedule)......... Click to see attachment 1,386 313   1,073
b Accounting fees (attach schedule)....... Click to see attachment 50,250 14,875   35,375
c Other professional fees (attach schedule).... Click to see attachment 481,044 444,035   37,008
17 Interest............... 15,649     15,649
18 Taxes (attach schedule) (see instructions)... Click to see attachment 96,159 6,390   29,769
19 Depreciation (attach schedule) and depletion... Click to see attachment 221,628 24,543 9,957
20 Occupancy..............        
21 Travel, conferences, and meetings....... 25,084 5,610   19,474
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 431,158 21,191   409,967
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,110,270 574,226 9,957 1,278,958
25 Contributions, gifts, grants paid....... 4,996,928 4,996,928
26 Total expenses and disbursements. Add lines 24 and 25 7,107,198 574,226 9,957 6,275,886
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,344,859
b Net investment income (if negative, enter -0-) 9,547,622
c Adjusted net income (if negative, enter -0-)... 3,338,399
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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.............      
2 Savings and temporary cash investments......... 2,280,398 1,938,210 1,938,210
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 52,933,260 59,492,761 90,167,740
c Investments—corporate bonds (attach schedule)....... 11,763,558 11,879,803 12,220,821
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 23,418,631 21,616,990 26,706,901
14 Land, buildings, and equipment: basis bullet12,507,504
Less: accumulated depreciation (attach schedule) bullet4,232,658 8,489,648 Click to see attachment8,274,846 12,955,651
15 Other assets (describe bullet) Click to see attachment18,874,665 Click to see attachment19,019,855 Click to see attachment19,019,851
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 117,760,160 122,222,465 163,009,174
Liabilities 17 Accounts payable and accrued expenses.......... 30,860 27,659
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......   Click to see attachment1,412,577
22 Other liabilities (describe bullet) Click to see attachment175,513 Click to see attachment1
23 Total liabilities (add lines 17 through 22)......... 206,373 1,440,237
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 117,553,787 120,782,228
29 Total net assets or fund balances (see instructions)..... 117,553,787 120,782,228
30 Total liabilities and net assets/fund balances (see instructions). 117,760,160 122,222,465
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
117,553,787
2
Enter amount from Part I, line 27a .....................
2
4,344,859
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7
4
Add lines 1, 2, and 3 ..........................
4
121,898,653
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,116,425
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
120,782,228
Form 990-PF (2021)
Form 990-PF (2021)
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 SEE SCHEDULE-PUBLICLY TRADED SECURITIES P    
b SEE SCHEDULE-CAPITAL GAIN DISTRIBUTIONS P    
c
d
e
(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 47,922,838   41,880,290 6,042,548
b 825,937     825,937
c
d
e
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       6,042,548
b       825,937
c
d
e
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 6,868,485
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 132,712
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- ..... 5 132,712
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 97,682
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 97,682
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 707
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 35,737
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 2022 estimated taxBullet0 RefundedBullet 11  
Part VI-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
    Yes
     
    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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletLA
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletwww.thebrownfoundation.org
    14
    The books are in care ofbulletE F Hunter Telephone no.bullet (504) 834-3433

    Located atbullet1807 Lake StreetLake CharlesLA ZIP+4bullet70601
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    E F Hunter PRES/PRG/MBR
    32.00     		167,374 25,106  
    1807 Lake Street
    Lake Charles,LA70601
    David B Spencer CHAIR/PRG/MBR
    18.50     		73,913 11,087  
    915 Royal Street
    New Orleans,LA70116
    Edwin K Hunter PRG/MBR
    18.50     		73,913 11,087  
    51 Cannon Royal Drive
    Key West,FL33040
    Ronald P Spencer PRG/MBR
    18.50     		73,913 11,087  
    4958 Southwest 7th Avenue
    Ocala,FL34474
    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
    Elizabeth Buscher Office Manager
    40.00     		65,843 25,690  
    2021 Aramis Drive
    Meraux,LA70075
    Christina E Bouzon ED DEPT STAFF
    40.00     		57,913 24,500  
    320 Shrewsbury CT
    Jefferson,LA70121
    MARY C POCHE STAFF
    40.00     		45,072 13,677  
    130 NOTTAWAY DRIVE
    DESTREHAN,LA70047
    JONATHAN BAYNMAH ED DEPT STAFF
    40.00     		31,214 9,170  
    101 HARDING STREET
    JEFFERSON,LA70121
    ALBERT D PENEGUY BLDG SUPER
    32.00     		44,814 22,535  
    62071 WILDFLOWER LANE
    BIG BRANCH,LA70445
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 2021 HEALTHLY AGING AWARDS PROGRAM Contributions were awarded to 11 organizations. See detailed grant schedule. 926,000
    2 SUPPORTSTEM PROGRAMSUPPORTSTEM GRANT AWARDS ARE OFFERED IN LOUISIANA TO COLLEGE/UNIVERSITIES, NONPROFIT AGENCIES, OR K-12 SCHOOLS AND ARE EXCLUSIVELY FOR K-12 STEM CURRICULUM IMPLEMENTATION OR STEM INSTRUCTION SUPPORT FOR K-12 SCHOOLS IN LOUISIANA. FOR SCHOOL YEAR 2021-2022 GRANTS WERE AWARDED TO 4 UNIVERSITIES, 8 AGENCIES, AND 10 K-12 SCHOOLS IN LOUISIANA. ALL BUDGETARY ITEMS MUST DIRECTLY IMPACT STEM EDUCATION IN K-12 SCHOOLS AND THE SUPPORT MUST BE FOR STEM ONLY, WE DO NOT STEAM OR STREAM INITIATIVES. BUDGETARY EXAMPLES INCLUDE BUT ARE NOT LIMITED TO: PAID PROFESSIONAL DEVELOPMENT, CURRICULUM MODELS, STEM KITS, STEM CONFERENCES, TRANSPORTATION, CONSUMABLE MATERIALS, EQUIPMENT, AND ON-GOING STEM PROGRAMS THAT ENRICH CURRICULUM. THE BROWN FOUNDATION STAFF DOES ASSIST THE ORGANIZATIONS IN DEVELOPING AND IMPLEMENTING THE PROGRAMS AND THE BROWN FOUNDATION GO ONSITE TO THE SCHOOL FOR REVIEW AND ANALYSIS AND MAKE RECOMMENDATIONS FOR IMPROVEMENT OR EXPANSION. SEE DETAIL GRANT SCHEDULE 713,751
    3 EMERGENCY RESPONSE PROGRAM-PRIMARILY HURRICANE IDA RELIEFCONTRIBUTIONS WERE AWARDED TO 21 ORGANIZATIONSSEE DETAILED GRANT SCHEDULE 667,845
    4 SHELTER & FOOD SECURITY PROGRAMCONTRIBUTIONS WERE AWARDED TO 34 ORGANIZATIONSSEE DETAILED GRANT SCHEDULE 656,000
    Part VIII-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 THE STEM LIBRARY LABSee Expenditure Responsibility Statement 1,446,793
    2 SENTIOMED INCSee Expenditure Responsibility Statement 250,267
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet1,697,060
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    119,003,163
    b
    Average of monthly cash balances.......................
    1b
    2,053,500
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,480,746
    d
    Total (add lines 1a, b, and c).........................
    1d
    122,537,409
    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
    122,537,409
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,838,061
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    120,699,348
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    6,034,967
    Part X
    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 IX, line 6..................
    1
    6,034,967
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    132,712
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    132,712
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,902,255
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    435,450
    5
    Add lines 3 and 4............................
    5
    6,337,705
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    6,337,705
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 6,337,705
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 477,470
    e From 2020......  
    f Total of lines 3a through e ........ 477,470
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 7,972,946
    a Applied to 2020, 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 2021 distributable amount..... 6,337,705
    e Remaining amount distributed out of corpus 1,635,241
    5 Excess distributions carryover applied to 2021.    
    (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 2,112,711
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		2,112,711
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 477,470
    d Excess from 2020....  
    e Excess from 2021.... 1,635,241
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 e-mail address of the person to whom applications should be addressed:
    EF HUNTER
    320 Hammond Hwy Suite 500
    Metairie,LA70005
    (504) 834-3433
    https://www.thebrownfoundation.org/letter-of-interest.html
    bThe form in which applications should be submitted and information and materials they should include:
    THE FOUNDATION IS APPROVED TO MAKE AWARDS IN THE UNITED STATES OF AMERICA TO FURTHER ANY SCIENTIFIC, EDUCATIONAL, RELIGIOUS, OR OTHER CHARITABLE PURPOSE. THE FOUNDATION ACTIVELY DEVELOPS PROJECTS WITH ORGANIZATIONS THAT FIT INTO PROGRAMS THE FOUNDATION OPERATES. PROGRAMS AND PRIORITIES CHANGE FROM TIME TO TIME. THE FOUNDATION GENERALLY SHOWS PREFERANCE TO PROJECT SPECIFIC PROGRAMS RATHER THAN GENERAL OPERATIONAL SUPPORT FOR AN ORGANIZATION. THE FOUNDATION WILL GENERALLY NOT SUPPORT CAPITAL CAMPAIGNS OR LARGE PHYSICAL PLANT BUILD OUTS THOUGH ORGANIZATIONS ARE WELCOME TO SUBMIT DATA ON SUCH PROJECTS TO THE FOUNDATION THROUGH THE FOUNDATIONS LETTER OF INTEREST PROTOCOLS THOUGH ORGANIZATIONS SUBMITTING UNSOLICITED REQUESTS SHOULD NOT EXPECT FEEDBACK. SOME OF THE FOUNDATION PROGRAMS ARE GEOGRAPHICALLY FIXED, SUCH AS THE SERVICE-LEARNING PROGRAM THAT IS ONLY AVAILABLE TO K-12 SCHOOLS IN CERTAIN GEOGRAPHIC AREAS OF LOUISIANA AND PARTS OF MISSISSIPPI AND THE EMMY NOETHER FELLOWSHIP AWARDS THAT
    cAny submission deadlines:
    VARIOUS DEADLINES THROUGHOUT THE YEAR DEPENDING ON PROGRAM.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    UTILIZATION OF AWARD MUST BE CONSISTENT WITH APPROVAL AND THE CONDITIONS OF YOUR SIGNED GRANT AGREEMENT OR INSTRUCTIONS FROM THE FOUNDATION STAFF ISSUED WITH THE AWARD; ANY MODIFICATION TO UTILIZATION REQUIRES A FORMAL CHANGE REQUEST SUBMISSION WHICH MUST INCLUDE YOUR REVISED BUDGET AND NEW UTILIZATION IDENTIFICATION. IN 2021 THE FOUNDATION APPROVED ALL NO COST EXTENSION REQUESTS FOR ALREADY AWARDED MONIES IF THE REASON OF THE REQUEST WAS DUE TO COVID-19 OR ANCILLARY TO COVID-19. THE FOUNDATION ALSO APPROVED MOST PROGRAM MODIFICATION REQUESTS IF THE REASON FOR THE PROGRAM MODIFICATION REQUEST WAS DUE TO COVID-19 MAKING THE ORIGINAL PROGRAM UTILIZATION IMPOSSIBLE TO CARRY OUT.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    SEE GRANT SCHEDULES
    320 HAMMOND HWY
    METAIRIE,LA70005     		None PC SEE SCHEDULE 4,996,929
    Total .................................bullet 3a 4,996,929
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		         
    4 Dividends and interest from securities ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        6,868,485
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPassthrough CAM     		    16 267,988  
    bRental Income     16 292,394  
    cRoyalty Income-Oil & Gas     15 594,317  
    dRoyalty PRI/Other Income     15 1,059,706  
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   4,408,062 6,868,485
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    11,276,547
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID: 21013475
    Software Version: 2021v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    The Joe W and Dorothy D Brown
     
    Foundation
    EIN:
    72-6027232
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Johnson, Mire & Fernandez 50,250 14,875 0 35,375

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    The Joe W and Dorothy D Brown
     
    Foundation
    EIN:
    72-6027232
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Brown Center - BLDG 2003-04-04 8,041,916 3,651,597 SL 2.56 % 206,195 22,908    
    Brown Center - Improve 2004-07-31 123,819 52,257 SL 2.56 % 3,175 353 2,823  
    Renovations 2016-11-28 229,520 24,277 SL 2.56 % 5,885 654 5,232  
    Refrigerator-Conference 2016-10-04 704 637 SL 17.50 % 67      
    Desktops-SLP 2017-03-30 1,912 1,581 SL 20.00 % 331      
    iPad 2018-02-15 1,650 1,175 SL 20.00 % 330      
    Dell Server 2018-03-12 6,776 4,824 SL 20.00 % 1,355 150    
    Dell Laptops-2 2018-05-22 3,416 2,432 SL 20.00 % 683 76    
    Building Cameras 2019-04-29 10,694 5,561 SL 20.00 % 2,139 238 1,902  
    IPad 2019-06-04 2,409 1,253 SL 20.00 % 482 54    
    IPad 2020-06-24 1,517 303 SL 20.00 % 303 34    
    Computers 2021-03-18 6,826   SL 10.00 % 683 76    

    TY 2021 LandEtcSchedule2
    Name:
    The Joe W and Dorothy D Brown
     
    Foundation
    EIN:
    72-6027232
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture and Fixtures 133,684 133,684   16,326
    Machinery and Equipment 164,728 152,963 11,765  
    Buildings 8,398,004 3,946,011 4,451,993 9,128,237
    Land 3,811,088   3,811,088 3,811,088


    TY 2021 LegalFeesSchedule
    Name:
    The Joe W and Dorothy D Brown
     
    Foundation
    EIN:
    72-6027232
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WISE CARTER 1,386 313 0 1,073


    TY 2021 MortgagesAndNotesPayableSch
    Name:
    The Joe W and Dorothy D Brown
     
    Foundation
    EIN:
    72-6027232
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Total Mortgage Amount: 1,412,577


    TY 2021 OtherAssetsSchedule
    Name:
    The Joe W and Dorothy D Brown
     
    Foundation
    EIN:
    72-6027232
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PRI-CATHETER ROBOTICS 1,589,500 1,589,500 1,589,500
    PRI-CEREBRAL THERAPEUTICS 1,500,000 1,500,000 1,500,000
    PRI-FELLOWSHIP EXTENSION-MOIRAI 905,993 905,993 905,993
    PRI-Fellowship of Orth-Direct Prosthesis 2,693,198 2,693,198 2,693,198
    PRI-FELLOWSHIP OF ORTHO- MOIRAI 1,682,156 1,682,156 1,682,156
    PRI-FELLOWSHIP PATELLOFEMORAL JOINT 4,242,008 4,242,008 4,242,008
    PRI-GULF COAST HOUSING PARTNERSHIP 761,302 636,302 636,302
    PRI-INTEGRA CARBON COATING 230,400 230,400 230,400
    PRI-INTEGRA RADIAL HEAD 181,075 181,075 181,075
    PRI-INTEGRA SHOULDER 993,532 993,532 993,532
    PRI-INTEGRA SILICONE MCP 1,041,692 1,041,692 1,041,692
    PRI-LIFESTIM STIMULATOR 750,000 750,000 750,000
    PRI-NIEGHBORHOOD HOUSING SERVICES 48,975 35,774 35,774
    PRI-SALK INSTITUTE-O'SHEA VIRUS 68,081 68,081 68,081
    PRI-SAVE OUR COMMUNITY 23,080 23,080 23,080
    PRI-SENTIOMED 750,000 1,000,267 1,000,267
    PRI-STEM LIBRARY LAB   1,446,793 1,446,793
    Rounding   4  


    TY 2021 OtherDecreasesSchedule
    Name:
    The Joe W and Dorothy D Brown
     
    Foundation
    EIN:
    72-6027232
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Amount
    SOUTH PIKE HOSPITAL PRI DISTRIBUTED TO BEACHAM MEMORIAL HOSP 1,116,425


    TY 2021 OtherExpensesSchedule
    Name:
    The Joe W and Dorothy D Brown
     
    Foundation
    EIN:
    72-6027232
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 486 24   462
    DUES & SUBSCRIPTIONS 2,391 120   2,272
    DUES-SLP 135     135
    EN AWARDS 4,303     4,303
    HAMMOND HWY INSURANCE 71,811 3,591   68,221
    HAMMOND HWY LOT MAINTENANCE 2,300     2,300
    HAMMOND HWY PROPERTY MAINTENANCE 208,760 10,438   198,322
    HAMMOND HWY UTILITIES 79,343 3,967   75,376
    INSURANCE-W/C & P/L 452 23   429
    MEALS @100% 1,941 97   1,844
    MEALS @100%-SERVICE LEARNING 18     18
    POSTAGE 3,688 184   3,503
    PROMOTIONS 50     50
    REPAIRS & MAINTENANCE 61 3   58
    SECURITY, ELECTRONICS & EMS EQUIP 11,721 586   11,135
    SERVICE LEARNING CELEBRATION 543     543
    SUNDRY 8,031 402   7,629
    SUPPLIES & PRINTING 6,657 333   6,324
    TELEPHONE/INTERNET/COMMUNICATIONS 28,467 1,423   27,043


    TY 2021 OtherIncomeSchedule2
    Name:
    The Joe W and Dorothy D Brown
     
    Foundation
    EIN:
    72-6027232
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Passthrough CAM 267,988   267,988
    Rental Income 292,394   292,394
    Royalty Income-Oil & Gas 594,317   594,317
    Royalty PRI/Other Income 1,059,706 1,059,706  


    TY 2021 OtherIncreasesSchedule
    Name:
    The Joe W and Dorothy D Brown
     
    Foundation
    EIN:
    72-6027232
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Amount
    Rounding 7


    TY 2021 OtherLiabilitiesSchedule
    Name:
    The Joe W and Dorothy D Brown
     
    Foundation
    EIN:
    72-6027232
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Beginning of Year - Book Value End of Year - Book Value
    Security Deposits 1 1
    JPMorgan Chase 175,510  
    Rounding 2  


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    The Joe W and Dorothy D Brown
     
    Foundation
    EIN:
    72-6027232
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ATLAS ONE 11,400 570 0 10,830
    COMPUCAST 829 0 0 829
    INVESTMENT FEES-FIDELTIY 24,846 24,846 0 0
    INVESTMENT FEES-HANCOCK WHITNEY 304,996 304,996 0 0
    INVESTMENT FEES-JPMORGAN CHASE 102,973 102,973 0 0
    INVESTMENT FEES-RAYMOND JAMES 50 50 0 0
    LAPORTE 19,281 9,640 0 9,640
    MEYER ENGINERS 5,141 257 0 4,884
    OFFSITE BACKUP 1,360 68 0 1,292
    PENSION FEES 9,768 635 0 9,133
    YMCA 400 0 0 400


    TY 2021 TaxesSchedule
    Name:
    The Joe W and Dorothy D Brown
     
    Foundation
    EIN:
    72-6027232
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990 TAXES PAID 60,000      
    FOREIGN TAX PAID 3,352 3,352    
    Payroll Taxes 43,087 3,038   40,049
    Real Estate Tax 10,280     -10,280