Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
1335 FOUNDATION
C/O BROWN & BROWN LLC
Number and street (or P.O. box number if mail is not delivered to street address)225 W WASHINGTON ST 1650
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60606
A Employer identification number

36-3701371
B Telephone number (see instructions)

(312) 849-4546
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,968,923J 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 right arrow.............
3 Interest on savings and temporary cash investments 26,012 26,012  
4 Dividends and interest from securities... 40,666 40,666  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 78,848
b Gross sales price for all assets on line 6a 1,367,460
7 Capital gain net income (from Part IV, line 2)... 78,848
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
List of Attached Documents:
// Content
4,027 4,027  
12 Total. Add lines 1 through 11........ 149,553 149,553  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
20,965 20,965   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
263 263   0
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 attachment
List of Attached Documents:
// Content
3,462 3,462   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,690 24,690   0
25 Contributions, gifts, grants paid....... 244,841 244,841
26 Total expenses and disbursements. Add lines 24 and 25 269,531 24,690   244,841
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -119,978
b Net investment income (if negative, enter -0-) 124,863
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 5,899 31,298 31,298
2 Savings and temporary cash investments......... 228,332 824,179 824,179
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
98,006 		98,793
b Investments—corporate stock (attach schedule)....... 1,388,299 Click to see attachment
List of Attached Documents:
// Content
1,278,215 		1,795,232
c Investments—corporate bonds (attach schedule)....... 979,128 Click to see attachment
List of Attached Documents:
// Content
907,460 		829,333
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 904,521 Click to see attachment
List of Attached Documents:
// Content
324,428 		390,088
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,506,179 3,463,586 3,968,923
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,506,179 3,463,586
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 3,506,179 3,463,586
30 Total liabilities and net assets/fund balances (see instructions). 3,506,179 3,463,586
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
3,506,179
2
Enter amount from Part I, line 27a .....................
2
-119,978
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
77,385
4
Add lines 1, 2, and 3 ..........................
4
3,463,586
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,463,586
Form 990-PF (2022)
Form 990-PF (2022)
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 15,000 SHS GOHEALTH INC P 2021-07-06 2022-05-02
b 262.210 SHS OAKMARK INTL FUND P 2021-12-17 2022-02-14
c 22000 SHS BROADCOM CORP 3.000% DUE 1/15/22 P 2018-03-19 2022-01-18
d 50,000 SHS E TRADE FINL CORP 2.950% DUE 8/24/22 P 2019-04-29 2022-07-05
e 265.701 SHS OAKMARK INTL FUND P 2012-12-14 2022-02-14
355.791 SHS OAKMARK INTL FUND P 2013-12-20 2022-02-14
854.627 SHS OAKMARK INTL FUND P 2014-12-19 2022-02-14
695.667 SHS OAKMARK INTL FUND P 2015-12-18 2022-02-14
221.679 SHS OAKMARK INTL FUND P 2016-11-29 2022-02-14
475.734 SHS OAKMARK INTL FUND P 2017-12-15 2022-02-14
1,091.731 SHS OAKMARK INTL FUND P 2018-12-14 2022-02-14
332.259 SHS OAKMARK INTL FUND P 2019-12-13 2022-02-14
91.573 SHS OAKMARK INTL FUND P 2020-12-11 2022-02-14
1,200 SHS HOWMET AEROSPACE INC P 2017-09-13 2022-10-24
800 SHS HOWMET AEROSPACE INC P 2018-05-07 2022-10-24
50,000 SHS MARRIOTT INTL INC 2.125% DUE 10/03/22 P 2020-06-05 2022-10-03
4,300 SHS REYNOLDS CONSUMER PRODUCTS INC P 2021-08-11 2022-10-24
900 SHS T-MOBILE US INC P 2020-08-14 2022-11-30
1,700 SHS WISDOMTREE JAPAN HEDGED ETF (DXJ) P 2017-11-22 2022-02-14
2,900 SHS WISDOMTREE EUROPE HEDGED ETF (HEDJ) P 2017-11-22 2022-02-14
50,000 SHS ZIMMER BIOMET HLDGS INC 3.150% DUE 4/1/22 P 2018-03-20 2022-03-18
50,000 SHS WOOLWORTH CORP DEB N/C 1998 P 2011-12-05 2022-01-19
99.560 SHS OAKMARK INTL FUND P 2010-12-17 2022-02-14
94.570 SHS OAKMARK INTL FUND P 2011-12-16 2022-02-14
3,998.290 SHS OAKMARK INTL FUND P 1992-09-30 2022-02-14
103.270 SHS OAKMARK INTL FUND P 1992-12-22 2022-02-14
68.01 SHS OAKMARK INTL FUND P 1993-12-15 2022-02-14
349.260 SHS OAKMARK INTL FUND P 1994-12-15 2022-02-14
387.71 SHS OAKMARK INTL FUND P 1995-12-14 2022-02-14
52.890 SHS OAKMARK INTL FUND P 1996-12-12 2022-02-14
1,303.200 SHS OAKMARK INTL FUND P 1997-11-20 2022-02-14
586.050 SHS OAKMARK INTL FUND P 1997-11-25 2022-02-14
44.950 SHS OAKMARK INTL FUND P 2003-11-20 2022-02-14
107.640 SHS OAKMARK INTL FUND P 2004-12-09 2022-02-14
495.230 SHS OAKMARK INTL FUND P 2005-12-15 2022-02-14
1,167.020 SHS OAKMARK INTL FUND P 2006-12-14 2022-02-14
1,807.050 SHS OAKMARK INTL FUND P 2007-12-13 2022-02-14
1,444.940 SHS OAKMARK INTL FUND P 2008-12-18 2022-02-14
84.230 SHS OAKMARK INTL FUND P 2009-12-17 2022-02-14
FROM FLOW-THROUGH (MARKETABLE SECURITIES LLC) P 2006-12-31 2022-12-31
FROM FLOW-THROUGH (MARKETABLE SECURITIES LLC) P 2006-12-31 2022-12-31
(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 12,168   148,233 -136,065
b 7,421   7,132 289
c 22,000   21,574 426
d 50,000   49,943 57
e 7,519   5,361 2,158
10,069   9,094 975
24,186   20,161 4,025
19,687   14,775 4,912
6,274   4,835 1,439
13,463   13,382 81
30,896   23,046 7,850
9,403   8,084 1,319
2,592   2,330 262
42,281   26,969 15,312
28,187   12,507 15,680
50,000   49,125 875
126,134   126,613 -479
134,272   103,536 30,736
107,788   98,365 9,423
218,033   187,316 30,717
50,000   49,356 644
50,000   50,000 0
2,818   1,918 900
2,676   1,520 1,156
113,152   103,516 9,636
2,922   1,000 1,922
1,925   943 982
9,884   4,415 5,469
10,972   4,715 6,257
1,497   793 704
36,881   17,059 19,822
16,585   6,388 10,197
1,272   748 524
3,046   2,207 839
14,015   11,138 2,877
33,027   29,385 3,642
51,139   38,346 12,793
40,892   15,605 25,287
2,384   1,397 987
      -15,895
      113
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       -136,065
b       289
c       426
d       57
e       2,158
      975
      4,025
      4,912
      1,439
      81
      7,850
      1,319
      262
      15,312
      15,680
      875
      -479
      30,736
      9,423
      30,717
      644
      0
      900
      1,156
      9,636
      1,922
      982
      5,469
      6,257
      704
      19,822
      10,197
      524
      839
      2,877
      3,642
      12,793
      25,287
      987
      -15,895
      113
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 78,848
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 1,736
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 0
3 Add lines 1 and 2........................... 3 1,736
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,736
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 7,789
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,789
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,053
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow6,053 Refundedright arrow 11 0
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowIL
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowN/A
14
The books are in care ofright arrowJ DOBOSH CO BROWN BROWN LLC Telephone no.right arrow (312) 327-2095

Located atright arrow225 W WASHINGTON ST SUITE 1650CHICAGOIL ZIP+4right arrow60606
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
ELIZABETH K BROWN PRESIDENT/TREASURER
0.00 		0 0 0
5410 2ND AVENUE 3A
KENOSHA,WI53140
LUCILLE BROWN MINN VP/ASST SEC/ASST TREASURER
0.00 		0 0 0
1701 MADISON ST NE APT NO 111
MINNEAPOLIS,MN55413
STEVEN MINN ASST SEC/ASST TREASURER
0.00 		0 0 0
1701 MADISON ST NE APT NO 111
MINNEAPOLIS,MN55413
SARAH BROWN RUSS VP/ASST SEC/ASST TREASURER
0.00 		0 0 0
3765 FARBAR STREET
HOUSTON,TX77005
MARK RUSS ASST SEC/ASST TREASURER
0.00 		0 0 0
3765 FARBAR STREET
HOUSTON,TX77005
AMY BROWN TUCHLER VP/SEC/ASST TREASURER
0.00 		0 0 0
2983 TECHNY
NORTHBROOK,IL60062
JAMES TUCHLER ASST SEC/ASST TREASURER
0.00 		0 0 0
2983 TECHNY
NORTHBROOK,IL60062
GARY HOLZMAN ASST SEC/ASST TREASURER
0.00 		0 0 0
490 CARRIAGE WAY
DEERFIELD,IL60015
JENNIFER DOBOSH ASST SEC/ASST TREASURER
0.00 		0 0 0
3207 N CLIFTON AVE APT 202
CHICAGO,IL60657
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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.............right arrow0
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  
2  
3  
4  
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
2,855,200
b
Average of monthly cash balances.......................
1b
831,784
c
Fair market value of all other assets (see instructions)................
1c
390,088
d
Total (add lines 1a, b, and c).........................
1d
4,077,072
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
0
3
Subtract line 2 from line 1d.........................
3
4,077,072
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
61,156
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,015,916
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
200,796
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
200,796
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,736
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
41
c
Add lines 2a and 2b............................
2c
1,777
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
199,019
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
199,019
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
199,019
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
244,841
b
Program-related investments—total from Part VIII-B..................
1b
0
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
244,841
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 199,019
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 17,885
b From 2018...... 52,480
c From 2019...... 62,490
d From 2020...... 50,558
e From 2021...... 34,527
f Total of lines 3a through e ........ 217,940
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 244,841
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 199,019
e Remaining amount distributed out of corpus 45,822
5 Excess distributions carryover applied to 2022. 0 0
(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 5 263,762
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		17,885
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		245,877
10 Analysis of line 9:
a Excess from 2018.... 52,480
b Excess from 2019.... 62,490
c Excess from 2020.... 50,558
d Excess from 2021.... 34,527
e Excess from 2022.... 45,822
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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).)
ELIZABETH K BROWN
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 right arrow
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 (2022)
Form 990-PF (2022)
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

AEON

901 N 3RD ST 150
MINNEAPOLIS,MN55401 		NONE 501(C)(3) GENERAL OPERATIONS 1,000

ANTI-DEFAMATION LEAGUE

605 THIRD AVE
NEW YORK,NY10158 		NONE 501(C)(3) GENERAL OPERATIONS 500

BOYS AND GIRLS CLUB OF KENOSHA

1330 52ND STREET
KENOSHA,WI53140 		NONE 501(C)(3) GENERAL OPERATIONS 2,000

CARTHAGE COLLEGE

2001 ALFORD PARK DRIVE
KENOSHA,WI53140 		NONE 501(C)(3) GENERAL OPERATIONS 50,000

CITY BLOSSOMS

516 KENNEDY ST NW
WASHINGTON,DC20011 		NONE 501(C)(3) GENERAL OPERATIONS 500

CRAYONS TO CLASSROOMS

170 WOODMAN DR
DAYTON,OH45420 		NONE 501(C)(3) GENERAL OPERATIONS 500

EDUCARE DC

640 ANACOSTIA AVENUE NE
WASHINGTON,DC20019 		NONE 501(C)(3) GENERAL OPERATIONS 2,000

GATEWAY TECHNICAL COLLEGE FOUNDATION

3520 30TH AVENUE
KENOSHA,WI53144 		NONE 501(C)(3) GENERAL OPERATIONS 3,000

GOODWILL INDUSTRIES

8600 SHERIDAN ROAD
KENOSHA,WI53143 		NONE 501(C)(3) GENERAL OPERATIONS 2,000

HARLEM LACROSSE

8 WEST 126TH STREET 3RD FLOOR
NEW YORK,NY10027 		NONE 501(C)(3) GENERAL OPERATIONS 1,000

HEALTHY FUTURES OF TEXAS

2300 W COMMERCE ST 212
SAN ANTONIO,TX78207 		NONE 501(C)(3) GENERAL OPERATIONS 2,000

HOUSTON AREA WOMEN'S CENTER

3077 EL CAMINO ST
HOUSTON,TX77054 		NONE 501(C)(3) GENERAL OPERATIONS 3,000

JDC

PO BOX 4124
NEW YORK,NY10163 		NONE 501(C)(3) GENERAL OPERATIONS 1,000

JEWISH COMMUNITY FOUNDATION

6050 8TH AVENUE
KENOSHA,WI53143 		NONE 501(C)(3) GENERAL OPERATIONS 15,000

KENOSHA ACHIEVEMENT CENTER

1218 79TH STREET
KENOSHA,WI53143 		NONE 501(C)(3) GENERAL OPERATIONS 2,000

KENOSHA COMMUNITY FOUNDATION

600 52ND STREET
KENOSHA,WI53150 		NONE 501(C)(3) GENERAL OPERATIONS 5,000

KENOSHA COUNTY FOOD BANK

PO BOX 94
KENOSHA,WI53141 		NONE 501(C)(3) GENERAL OPERATIONS 2,000

KENOSHA COUNTY HISTORICAL SOCIETY

220 51ST PLACE
KENOSHA,WI53140 		NONE 501(C)(3) GENERAL OPERATIONS 10,000

KENOSHA LITERACY COUNCIL

2424 63RD STREET
KENOSHA,WI53143 		NONE 501(C)(3) GENERAL OPERATIONS 2,000

KENOSHA PUBLIC LIBRARY FOUNDATION

PO BOX 1414
KENOSHA,WI53141 		NONE 501(C)(3) BROWN INITIATIVE FUND 2,000

KENOSHA PUBLIC MUSEUMS

5500 FIRST AVENUE
KENOSHA,WI53140 		NONE 501(C)(3) GENERAL OPERATIONS 3,000

NEWPORT-MESA FAMILY YMCA

2300 UNIVERSITY DR
NEWPORT BEACH,CA92660 		NONE 501(C)(3) GENERAL OPERATIONS 1,000

PHILLIPS EXETER ACADEMY

20 MAIN STREET
EXETER,NH03833 		NONE 501(C)(3) EXETER FUND 7,000

PHILLIPS EXETER ACADEMY

20 MAIN STREET
EXETER,NH03833 		NONE 501(C)(3) BROWN FAMILY FACULTY FUND 5,000

PHILLIPS EXETER ACADEMY

20 MAIN STREET
EXETER,NH03833 		NONE 501(C)(3) GENERAL OPERATIONS 10,000

PHILLIPS EXETER ACADEMY

20 MAIN STREET
EXETER,NH03833 		NONE 501(C)(3) E.S. WELLS KERR SCHOLARSHIP FOR PRINCETON 2,000

PHILLIPS EXETER ACADEMY

20 MAIN STREET
EXETER,NH03833 		NONE 501(C)(3) FRIENDS OF THE LIBRARY 1,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

123 WILLIAM STREET 10TH FL
NEW YORK,NY10038 		NONE 501(C)(3) GENERAL OPERATIONS 1,500

PRESBYTERIAN SCHOOL OF HOUSTON

40 OAKDALE STREET
HOUSTON,TX77006 		NONE 501(C)(3) GENERAL OPERATIONS 10,000

REINA'S HOPE

PO BOX 3808
MISSION VIEJO,CA92690 		NONE 501(C)(3) GENERAL OPERATIONS 500

SHALVA INC

PO BOX 46375
CHICAGO,IL60646 		NONE 501(C)(3) GENERAL OPERATIONS 35,000

ST JOSEPH CATHOLIC ACADEMY

240 69TH STREET
KENOSHA,WI53143 		NONE 501(C)(3) GENERAL OPERATIONS 3,000

THE ALLIANCE FOR THE GREAT LAKES

150 N MICHIGAN AVE SUITE 700
CHICAGO,IL60601 		NONE 501(C)(3) GENERAL OPERATIONS 500

THE NIGHT MINISTRY

1735 N ASHLAND AVE SUITE 2000
CHICAGO,IL60622 		NONE 501(C)(3) GENERAL OPERATIONS 500

THE PHILADELPHIA FOUNDATION

1835 MARKET ST 2410
PHILADELPHIA,PA19103 		NONE 501(C)(3) GENERAL OPERATIONS 1,000

THE SHALOM CENTER

4314 39TH AVE
KENOSHA,WI53144 		NONE 501(C)(3) GENERAL OPERATIONS 2,000

THE WOMEN'S HOME

607 WESTHEIMER ROAD
HOUSTON,TX77006 		NONE 501(C)(3) GENERAL OPERATIONS 8,000

TWIN CITIES LISC

570 ASBURY STSUITE 207
ST PAUL,MN55104 		NONE 501(C)(3) GENERAL OPERATIONS 5,000

UNIVERSITY OF IOWA

ONE WEST PARK ROAD
IOWA CITY,IA52242 		NONE 501(C)(3) REACH SCHOLARSHIP FUND 1,000

UNIVERSITY OF WISCONSIN - PARKSIDE FOUNDATION

PO BOX 2000
KENOSHA,WI53141 		NONE 501(C)(3) GENERAL OPERATIONS 5,000

WILLISTON NORTHAMPTON SCHOOL

19 PAYSON AVENUE
EASTHAMPTON,MA01027 		NONE 501(C)(3) GENERAL OPERATIONS 21,841

WOMEN AND CHILDREN'S HORIZONS

2525 63RD STREET
KENOSHA,WI53143 		NONE 501(C)(3) GENERAL OPERATIONS 10,000

YMCA OF KENOSHA

7101 53RD STREET
KENOSHA,WI53144 		NONE 501(C)(3) GENERAL OPERATIONS 2,000

YOUTHLINK

41 N 12TH ST
MINNEAPOLIS,MN55403 		NONE 501(C)(3) GENERAL OPERATIONS 2,500
Total .................................right arrow 3a 244,841
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		    14 26,012  
4 Dividends and interest from securities ....     14 40,666  
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 4,027  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 78,848  
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) .. 0 149,553 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
149,553
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 InvestmentsCorpBondsSchedule
Name:
1335 FOUNDATION
 
C/O BROWN & BROWN LLC
EIN:
36-3701371
Name of Bond End of Year Book Value End of Year Fair Market Value
50,000 ALLY FINL INC 3.875% DUE 5/21/24 49,698 48,688
50,000 HCA INC GTD 5.250% DUE 4/15/25 55,765 49,756
50,000 KRAFT HEINZ FOOD CO 3.000% DUE 6/1/26 52,438 46,854
50,000 PHILLIPS 66 SR NT 0.900% DUE 2/15/24 49,946 47,815
50,000 SCHWAB CHARLES CORP 0.900% DUE 3/11/26 49,939 44,392
50,000 APPLE INC 0.700% DUE 2/8/26 49,888 44,426
50,000 AZTRAZENECA FIN LLC 1.200% DUE 5/28/26 49,937 44,569
50,000 BANK MONTREAL 0.949% DUE 1/22/27 50,000 44,193
50,000 DXC TECHNOLOGY 1.800% DUE 9/15/26 49,950 43,609
50,000 HYATT HOTELS CORP 1.800% DUE 10/1/24 49,997 46,867
50,000 LABORATORY CORP HOLDINGS 1.550% DUE 6/1/26 49,967 44,323
50,000 SOUTHWESTERN ELECTRIC CO 1.650% DUE 3/15/26 49,995 44,764
50,000 THERMO FISHER SCIENTIFIC INC 1.215% DUE 10/18/24 50,000 46,949
50,000 VMWARE INC 1.000% DUE 8/15/24 49,976 46,545
50,000 ZIMMER BIOMET HLDGS INC 1.450% DUE 11/22/24 50,000 46,508
50,000 SYNCHRONY FINANCE 4.875% DUE 6/13/25 49,964 48,780
50,000 BANK OF AMERICA 2.551% DUE 2/4/28 50,000 44,472
50,000 SHS FEDERAL FARM CREDIT 1.530% DUE 1/26/26 50,000 45,823

TY 2022 InvestmentsCorpStockSchedule
Name:
1335 FOUNDATION
 
C/O BROWN & BROWN LLC
EIN:
36-3701371
Name of Stock End of Year Book Value End of Year Fair Market Value
1,000 SHS VISA INC. 19,067 207,760
2,000 SHS ORACLE CORP COM 68,951 163,480
6,000 SHS INTERPUBLIC GROUP COS INC COM 118,926 199,860
2,000 SHS CITIGROUP INC COM NEW 100,401 90,460
3,700 SHS BORG WARNER 134,255 148,925
3,000 SHS GENERAL MOTORS 96,067 100,920
2,300 SHS THOR INDS INC 147,848 173,627
500 SHS BERKSHIRE HATHAWAY 113,557 154,450
3,000 SHS HOWMET AEROSPACE INC 41,702 118,230
1,300 SHS FISERV INC 129,668 131,391
1,000 SHS INTERCONTINENTAL EXCHANGE 93,360 102,590
2,000 SHS ABM INDUSTRIES 88,256 88,840
1,300 SHS ALPHABET CL A 126,157 114,699

TY 2022 InvestmentsGovtObligationsSch
Name:
1335 FOUNDATION
 
C/O BROWN & BROWN LLC
EIN:
36-3701371
US Government Securities - End of Year Book Value:

98,006
US Government Securities - End of Year Fair Market Value:

98,793
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2022 InvestmentsOtherSchedule2
Name:
1335 FOUNDATION
 
C/O BROWN & BROWN LLC
EIN:
36-3701371
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
0.3400000% INT. IN MARK. SEC. LLC AT COST 324,428 390,088

TY 2022 OtherExpensesSchedule
Name:
1335 FOUNDATION
 
C/O BROWN & BROWN LLC
EIN:
36-3701371
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FROM PASS THROUGH MARKETABLE SECURITIES LLC 3,159 3,159   0
ANNUAL REPORT FEES 25 25   0
BANK FEES 278 278   0


TY 2022 OtherIncomeSchedule2
Name:
1335 FOUNDATION
 
C/O BROWN & BROWN LLC
EIN:
36-3701371
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM PASS THROUGH MARKETABLE SECURITIES LLC 4,027 4,027 4,027


TY 2022 OtherIncreasesSchedule
Name:
1335 FOUNDATION
 
C/O BROWN & BROWN LLC
EIN:
36-3701371
Description Amount
BOOK-TO-TAX TIMING DIFFERENCES 77,385


TY 2022 OtherProfessionalFeesSchedule
Name:
1335 FOUNDATION
 
C/O BROWN & BROWN LLC
EIN:
36-3701371
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 20,965 20,965   0


TY 2022 TaxesSchedule
Name:
1335 FOUNDATION
 
C/O BROWN & BROWN LLC
EIN:
36-3701371
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID-MARKETABLE 263 263   0