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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE BROWNSON HOME INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2022
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VICTORIA, TX779022022
A Employer identification number

74-1237326
B Telephone number (see instructions)

(361) 573-7161
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$16,285,112J Accounting method:
MOD ACCRUAL
(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) 118,969
2 Check right arrow.............
3 Interest on savings and temporary cash investments 386 386 386
4 Dividends and interest from securities... 237,832 237,832 237,832
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
413,429
b Gross sales price for all assets on line 6a 1,400,665
7 Capital gain net income (from Part IV, line 2)... 409,504
8 Net short-term capital gain......... 20,351
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
36,753 36,753 36,753
12 Total. Add lines 1 through 11........ 807,369 684,475 295,322
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 92,000      
14 Other employee salaries and wages...... 381,549     217,483
15 Pension plans, employee benefits....... 83,578     47,639
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,650     7,650
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
211     120
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,882     1,882
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
55,480    
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
394,518 64,061   288,106
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,016,868 64,061   562,880
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 1,016,868 64,061   562,880
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -209,499
b Net investment income (if negative, enter -0-) 620,414
c Adjusted net income (if negative, enter -0-)... 295,322
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 1,062,657 908,872 908,872
2 Savings and temporary cash investments.........      
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)   Click to see attachment
List of Attached Documents:
// Content
670,152 		683,828
b Investments—corporate stock (attach schedule)....... 7,119,230 Click to see attachment
List of Attached Documents:
// Content
6,343,163 		12,333,410
c Investments—corporate bonds (attach schedule).......      
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).......... 858,652 Click to see attachment
List of Attached Documents:
// Content
858,652 		720,145
14 Land, buildings, and equipment: basis right arrow1,322,861
Less: accumulated depreciation (attach schedule) right arrow858,164 414,525 Click to see attachment
List of Attached Documents:
// Content
464,697 		1,638,857
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,455,064 9,245,536 16,285,112
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) Click to see attachment
List of Attached Documents:
// Content
29 		 
23 Total liabilities (add lines 17 through 22)......... 29 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........... 9,268,437 9,032,063
25 Net assets with donor restrictions............ 186,598 213,473
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 9,455,035 9,245,536
30 Total liabilities and net assets/fund balances (see instructions). 9,455,064 9,245,536
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
9,455,035
2
Enter amount from Part I, line 27a .....................
2
-209,499
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
9,245,536
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,245,536
Form 990-PF (2023)
Form 990-PF (2023)
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 1,049 SH ARISTA NETWORKS INC P 2020-09-17 2023-08-01
b 2,436 SH BANK OF AMERICA CORP P    
c -9 CALL LOCKHEED MARTIN P 2023-02-08 2023-02-21
d 990 SH LOCKHEED MARTIN P    
e 6,000 SH MORGAN STANLEY P    
2,388 SH GOLDMAN SACHS GROUP P    
1,336 SH TRUIST FINL CORP 4% PFD P    
200 SH US BANCORP P 2014-01-15 2023-04-13
1,380 SH UNION PACIFIC P 2015-06-23 2023-08-01
(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 191,444   53,148 138,296
b 53,057   54,935 -1,878
c 20,351     20,351
d 447,664   340,350 107,314
e 128,895   148,967 -20,072
51,948   59,254 -7,306
29,196   32,947 -3,751
155,999   158,008 -2,009
318,186   139,627 178,559
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       138,296
b       -1,878
c       20,351
d       107,314
e       -20,072
      -7,306
      -3,751
      -2,009
      178,559
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 2 409,504
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 20,351
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: 1996-12-27(attach copy of letter if necessary–see instructions) 1 N/A
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  
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  
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
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  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
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 arrow
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
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 arrowWWW.BROWNSONHOME.ORG
14
The books are in care ofright arrowRISE R KONARIK Telephone no.right arrow (361) 573-7161

Located atright arrow6245 SALEM ROADVICTORIATX ZIP+4right arrow77901
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
1d
 
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
ROBERT HALEPESKA PRESIDENT
000.00 		0 0 0
206 TRACY LANE
VICTORIA,TX77904
WILLIAM BILL KICKENDAHL VICE PRESIDE
000.00 		0 0 0
8837 SALEM ROAD
VICTORIA,TX77904
LARRY CLARK SECRETARY
000.00 		0 0 0
4606 HANSELMANN ROAD
VICTORIA,TX77905
RISE R KONARIK ADMINISTRATO
000.00 		92,000 9,200 0
6245 SALEM ROAD
VICTORIA,TX77901
RACHEL F KLOTZMAN DIRECTOR
000.00 		0 0 0
2301 N WHEELER STREET
VICTORIA,TX77901
COURTLAND FRANKSON DIRECTOR
000.00 		0 0 0
305 SUMMERWIND
VICTORIA,TX77904
ISAMEL VARELA DIRECTOR
000.00 		0 0 0
1601 STAYTON AVENUE
VICTORIA,TX77901
JOE COHEN DIRECTOR
000.00 		0 0 0
6027 COUNTRY CLUB DRIVE
VICTORIA,TX77904
FRED HOBBS DIRECTOR
000.00 		0 0 0
1104 E BRAZOS
VICTORIA,TX77901
KATHY CONNALLY DIRECTOR
000.00 		0 0 0
466 FORDTRAN STORE ROAD
YOAKUM,TX77995
REV MICHAEL A KOEHLER DIRECTOR
000.00 		0 0 0
1501 N GLASS STREET
VICTORIA,TX77901
YVONNE ROSSMAN DIRECTOR
000.00 		0 0 0
307 LAGUNA DRIVE
VICTORIA,TX77904
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  
Form 990-PF (2023)
Form 990-PF (2023)
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
CHARLES SCHWAB (SATHER FINANCIAL) INVESTMENTS 62,255
120 E CONSTITUTION
VICTORIA,TX77904
Total number of others receiving over $50,000 for professional services.............right arrow  
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 PROVIDE SHELTER AND A FAMILY SURROUNDING FOR ORPHANED OR ABANDONED CHILDREN. 1,015,062
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
12,025,983
b
Average of monthly cash balances.......................
1b
459,410
c
Fair market value of all other assets (see instructions)................
1c
1,638,857
d
Total (add lines 1a, b, and c).........................
1d
14,124,250
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
14,124,250
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
211,864
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,912,386
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
695,619
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
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
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
 
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
562,880
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
562,880
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 562,880
a Applied to 2022, 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)........ 		 
d Applied to 2023 distributable amount.....  
e Remaining amount distributed out of corpus 562,880
5 Excess distributions carryover applied to 2023.    
(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 5 562,880
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		 
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
295,322 239,873 222,645 281,601 1,039,441
b 85% (0.85) of line 2a ......... 251,024 203,892 189,248 239,361 883,525
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		562,880 605,937 609,057 545,986 2,323,860
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 .... 		562,880 605,937 609,057 545,986 2,323,860
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 .. 		463,746 508,501 544,159 451,892 1,968,298
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 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 (2023)
Form 990-PF (2023)
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
Total .................................right arrow 3a  
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 386  
4 Dividends and interest from securities ....     14 237,832  
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 .....     15 36,114  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 409,504 3,925
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS INCOME 		    16 639  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   684,475 3,925
13Total. Add line 12, columns (b), (d), and (e)..................
13
688,400
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE BROWNSON HOME INC
 
Employer identification number

74-1237326
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE BROWNSON HOME INC
  		Employer identification number
74-1237326
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
COURTLAND FRANKSON
305 SUMMERWIND
 
VICTORIA, TX77904

$ 19,424


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
THE STORAGE PLACE
6001 HOLLY ROAD
 
CORPUS CHRISTI, TX78412

$ 26,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
JOHNSON FOUNDATION
ONE O CONNOR PLAZA
SUITE 905
VICTORIA, TX77902

$ 70,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE BROWNSON HOME INC
  		Employer identification number

74-1237326
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE BROWNSON HOME INC
  		Employer identification number

74-1237326
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE BROWNSON HOME INC
EIN:
74-1237326
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT ACCOUNTING FEES 7,650     7,650

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TY 2023 DepreciationSchedule
Name:
THE BROWNSON HOME INC
EIN:
74-1237326
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
LAND (APPROX. 55.4 ACRES REMAINING) 1975-01-01 4,058              
BUILDING ADDITIONS 1983-02-02 28,730 28,730 S/L 15.0000        
COTTAGE A 1998-11-13 360,930 223,653 S/L 39.0000 9,255      
COTTAGE B 2001-04-01 343,209 191,405 S/L 39.0000 8,800      
OFFICE RENOVATIONS 2003-03-01 119,650 118,653 S/L 20.0000 997      
4' CONCRETE SIDEWALKS 2004-02-19 7,303 7,303 S/L 15.0000        
FENCE 2004-03-16 4,200 4,200 S/L 15.0000        
167 FENCE 2004-05-07 1,750 1,750 S/L 15.0000        
FOUNDATION IMPROVEMENTS - COTTAGE A 2005-05-20 10,300 10,300 S/L 15.0000        
SIDEWALK AND PATIO EXTENSIONS 2006-10-31 5,550 5,550 S/L 15.0000        
DRIVEWAY WITH TURNAROUND 2006-01-01 3,321 3,321 S/L 15.0000        
LANDSCAPING 2006-12-01 3,741 3,741 S/L 15.0000        
FENCES 2009-12-30 12,520 10,920 S/L 15.0000 835      
FENCING 2011-10-05 10,550 8,440 S/L 15.0000 703      
FOUNDATION IMPROVEMENTS 2012-06-30 26,475 19,415 S/L 15.0000 1,765      
FLOORING- COTTAGE B 2012-08-22 13,449 13,449 S/L 7.0000        
FLOORING - COTTAGE A 2012-09-21 12,711 12,711 S/L 7.0000        
CEILING FANS & LIGHTING 2012-11-02 2,672 2,672 S/L 7.0000        
COTTAGE GUTTERS 2013-08-12 1,568 1,568 S/L 7.0000        
BOXSPRINGS - COTTAGE A 2014-03-10 2,490 2,490 S/L 7.0000        
3.5 TON A/C UNIT & DECK - COTTAGE A 2014-05-09 6,828 6,828 S/L 7.0000        
HOT WATER HEATER - COTTAGE B 2014-08-21 763 763 S/L 7.0000        
HOT WATER HEATER - COTTAGE A 2014-09-09 713 713 S/L 7.0000        
2 COTTAGE REFRIGERATORS 2015-10-07 2,350 2,350 S/L 7.0000        
PLAYGROUND EQUIPMENT 2015-11-20 13,450 13,450 S/L 7.0000        
2007 LINCOLN TOWNCAR (DONATED) 2015-09-15 8,825 8,825 S/L 5.0000        
OUTDOOR RECREATION AREA 2016-10-31 46,369 28,595 S/L 10.0000 4,637      
2015 FORD TRANSIT 2016-08-22 20,186 20,186 S/L 5.0000        
SPRINKLERSYSTEM - OFFICE 2007-10-23 3,710 3,710 S/L 7.0000        
ROOF REPAIRS 2017-10-17 5,100 1,785 S/L 15.0000 340      
BIKE BUILDING 2017-11-14 3,278 1,129 S/L 15.0000 219      
SECURITY SYSTEM 2017-11-15 5,412 3,995 S/L 7.0000 773      
FLOORING 2017-11-14 2,170 1,602 S/L 7.0000 310      
2017 CHEVY TRAVERSE 2017-10-17 24,315 24,315 S/L 5.0000        
1/2 FENCE 2018-03-08 6,250 4,315 S/L 7.0000 893      
WEB NETWORK 2018-06-27 3,554 2,285 S/L 7.0000 508      
CARPET ROOF 2018-10-05 2,500 1,518 S/L 7.0000 357      
DELL INSPIRON COMPUTER 2019-01-16 1,331 745 S/L 7.0000 190      
OUTSIDE COMPRESSOR - COTTAGE A 2019-05-01 1,800 943 S/L 7.0000 257      
SHOWER - COTTAGE A 2019-06-12 5,758 2,948 S/L 7.0000 822      
PORTABLE STORAGE BUILDING 2019-12-19 7,123 2,637 S/L 7.0000 641      
IMPROVEMENTS - COTTAGE B 2020-02-19 3,658 3,658 S/L 15.0000        
PORTABLE BUILDING IMPROVEMENTS 2020-03-25 14,908 14,908 S/L 15.0000        
CONDENSING UNIT - COTTAGE B 2020-06-17 3,000 3,000 S/L 15.0000        
REFRIGERATOR - COTTAGE B 2020-07-15 1,248 1,248 S/L 5.0000        
14 SEER A/C- COTTAGE B 2021-04-27 5,914 1,408 S/L 7.0000 845      
14 SEER A/C - COTTAGE A 2021-08-06 5,843 1,183 S/L 7.0000 834      
OFFICE FLOORING 2021-07-08 7,625 1,634 S/L 7.0000 1,089      
WHIRLPOOL FREEZER - COTTAGE B 2022-02-08 1,394 183 S/L 7.0000 199      
MAYTAG DRYER - COTTAGE B 2022-05-13 1,189 113 S/L 7.0000 170      
SOLAR SCREENS - COTTAGES A&B 2022-05-17 3,980 332 S/L 7.0000 568      
4 TON UNIT - COTTAGE B 2022-05-19 3,581 298 S/L 7.0000 512      
OFFICE COMPUTER (BARBARA) 2022-06-03 1,256 105 S/L 7.0000 179      
LAPTOP (MRS. RITCHIE) 2022-06-23 1,146 82 S/L 7.0000 163      
OFFICE COMPUTER (RISE) 2022-07-12 1,566 112 S/L 7.0000 223      
WASHING MACHINE - COTTAGE B 2022-10-03 1,429 51 S/L 7.0000 204      
2023 CHEVROLET TRAVERSE 2022-08-15 43,197 3,600 S/L 5.0000 8,639      
OFFICE RENOVATIONS 2022-05-31 2,450              
2023 CHEVROLET TRAVERSE 1GNER 2023-03-22 39,904   S/L 5.0000 5,986      
2024 KIA CARNIVAL KNDN8 2023-12-11 38,299   S/L 5.0000 638      
DELL LATITUDE 3420 LAPTOP 2023-01-30 1,295   S/L 5.0000 237      
OFFICE FURNITURE 2023-02-22 2,463   S/L 7.0000 293      
2 LEHI SECTIONAL SOFAS 2023-04-26 5,881   S/L 7.0000 560      
DELL LATITUDE 3420 LAPTOP 2023-05-24 1,271   S/L 5.0000 148      
5 TWIN MATTRESSES 2023-06-14 1,295   S/L 7.0000 108      
2.5 TON HVAC - COTTAGE B 2023-07-12 5,512   S/L 7.0000 394      
SPEED QUEEN DRYER - COTTAGE A 2023-09-20 1,434   S/L 7.0000 51      
OFFICE RENOVATIONS 2023-05-31 8,998   S/L 5.0000 1,050      
DELL LATITUDE 3420 LAPTOP 2023-09-20 1,754   S/L 5.0000 88      

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TY 2023 GainLossSaleOtherAssetsSch
Name:
THE BROWNSON HOME INC
EIN:
74-1237326
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
2007 LINCOLN TOWNCAR (DONATED) 2015-09 PURCHASE 2023-06   1,575 8,825     1,575 8,825
2017 CHEVY TRAVERSE 2017-10 PURCHASE 2023-10   2,350 24,315     2,350 24,315

TY 2023 InvestmentsCorpStockSchedule
Name:
THE BROWNSON HOME INC
EIN:
74-1237326
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCKS (SEE ATTACHMENT 1) 6,343,163 12,333,410

TY 2023 InvestmentsGovtObligationsSch
Name:
THE BROWNSON HOME INC
EIN:
74-1237326
US Government Securities - End of Year Book Value:

670,152
US Government Securities - End of Year Fair Market Value:

683,828
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
THE BROWNSON HOME INC
EIN:
74-1237326
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MUTUAL FUNDS (SEE ATTACHMENT 1) AT COST 858,652 720,145

TY 2023 LandEtcSchedule2
Name:
THE BROWNSON HOME INC
EIN:
74-1237326
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
COTTAGES 711,085 433,113 277,972 1,086,750
OFFICE ADDITIONS & RENOVATIONS 159,842 149,723 10,119 212,133
EQUIPMENT & IMPROVEMENTS 306,291 236,279 70,012 259,974
VEHICLES 141,585 39,049 102,536 80,000
CONSTRUCTION IN PROGRESS        
LAND 4,058   4,058  


TY 2023 OtherExpensesSchedule
Name:
THE BROWNSON HOME INC
EIN:
74-1237326
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
FOOD 45,039     45,039
SUPPLIES 26,429     23,786
HOUSEWARES 7,082     6,374
FUNCTIONS 7,248     5,074
MISCELLANEOUS 1,000     900
CLOTHING 9,147     9,147
ACTIVITIES 31,734     31,734
CHILDRENS GIFTS 4,985     4,985
STAFF GIFTS 2,000     1,140
CHILDRENS' VACATION 3,984     3,984
HIGHER EDUCATION 34,501     34,501
MEDICAL AND DENTAL 5,974     5,974
FACILITY REPAIRS 24,217     21,795
MAINTENANCE 13,380     12,042
UTILITIES AND TELEPHONE 43,428     29,531
AUTO EXPENSE 14,398     12,958
WORKMENS COMPENSATION 1,855     1,057
MEDICAL INSURANCE 2,055     1,439
OTHER INSURANCE 36,077     25,254
AUTO INSURANCE 1,231     1,108
FINANCIAL MANAGEMENT 62,255 62,255    
TRAINING 9,123     6,386
MEMBERSHIP DUES 5,570     3,898
PRODUCTION TAXES 1,806 1,806    


TY 2023 OtherIncomeSchedule2
Name:
THE BROWNSON HOME INC
EIN:
74-1237326
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OIL & GAS ROYALTIES 36,114 36,114 36,114
MISCELLANEOUS INCOME 639 639 639


TY 2023 OtherLiabilitiesSchedule
Name:
THE BROWNSON HOME INC
EIN:
74-1237326
Description Beginning of Year - Book Value End of Year - Book Value
ACCRUED EXPENSES 29  


TY 2023 OtherProfessionalFeesSchedule
Name:
THE BROWNSON HOME INC
EIN:
74-1237326
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT OTHER PROFESSIONAL FEES 211     120


TY 2023 TaxesSchedule
Name:
THE BROWNSON HOME INC
EIN:
74-1237326
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT TAXES/LICENSES 1,882     1,882