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 JOHN AND ROSEMARY BROWN FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)3060 PEACHTREE ROAD NW 1260
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30305
A Employer identification number

58-6343478
B Telephone number (see instructions)

(470) 823-3376
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$98,425,956
J 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) 2,680,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,199,029 1,199,029  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9
b Gross sales price for all assets on line 6a 12
7 Capital gain net income (from Part IV, line 2)... 9
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).......      
12 Total. Add lines 1 through 11........ 3,879,038 1,199,038  
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)....... 11,703 0   0
c Other professional fees (attach schedule).... 56,857 0   56,857
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 16,475 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 85,035 0   56,857
25 Contributions, gifts, grants paid....... 4,600,000 4,600,000
26 Total expenses and disbursements. Add lines 24 and 25 4,685,035 0   4,656,857
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -805,997
b Net investment income (if negative, enter -0-) 1,199,038
c Adjusted net income (if negative, enter -0-)...  
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.............      
2 Savings and temporary cash investments......... 811,818 5,824 5,824
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)      
b Investments—corporate stock (attach schedule)....... 10,017,327 Click to see attachment
List of Attached Documents:
// Content
10,017,324
98,420,132
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)..........      
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) 10,829,145 10,023,148 98,425,956
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........... 10,829,145 10,023,148
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........    
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)..... 10,829,145 10,023,148
30 Total liabilities and net assets/fund balances (see instructions). 10,829,145 10,023,148
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
10,829,145
2
Enter amount from Part I, line 27a .....................
2
-805,997
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,023,148
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
10,023,148
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 KENVUE INCORPORATED 0.517 SHS D 2023-08-19 2023-08-28
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 12   3 9
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       9
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 9
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  
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 16,667
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 16,667
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 16,667
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 15,200
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 15,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 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 1,467
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$ 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
 
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 arrowGA
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
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowSARAH B BROWN Telephone no.right arrow (470) 823-3376

Located atright arrow3060 PEACHTREE ROAD NW SUITE 1260ATLANTAGA ZIP+4right arrow30305
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
 
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 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
JOHN W BROWN TRUSTEE
1.00
0 0 0
3060 PEACHTREE ROAD NW SUITE 1260
ATLANTA,GA30305
ROSEMARY K BROWN TRUSTEE
1.00
0 0 0
3060 PEACHTREE ROAD NW SUITE 1260
ATLANTA,GA30305
SARAH B BROWN TRUSTEE
5.00
0 0 0
3060 PEACHTREE ROAD NW SUITE 1260
ATLANTA,GA30305
JANINE BROWN TRUSTEE
1.00
0 0 0
3060 PEACHTREE ROAD NW SUITE 1260
ATLANTA,GA30305
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 (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
ROCKEFELLER PHILANTHROPY ADVISORS PHILANTHROPY ADVISORS 56,857
6 WEST 48TH STREET 10TH FLOOR
NEW YORK,NY10036
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 (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
91,815,662
b
Average of monthly cash balances.......................
1b
1,514,183
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
93,329,845
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
93,329,845
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,399,948
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
91,929,897
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,596,495
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
4,596,495
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
16,667
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,667
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,579,828
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,579,828
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
4,579,828
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
4,656,857
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
4,656,857
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 4,579,828
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 15,101
c From 2020......  
d From 2021...... 11,146
e From 2022......  
f Total of lines 3a through e ........ 26,247
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,656,857
a Applied to 2022, 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 2023 distributable amount..... 4,579,828
e Remaining amount distributed out of corpus 77,029
5 Excess distributions carryover applied to 2023. 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 5 103,276
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
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 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
103,276
10 Analysis of line 9:
a Excess from 2019.... 15,101
b Excess from 2020....  
c Excess from 2021.... 11,146
d Excess from 2022....  
e Excess from 2023.... 77,029
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
         
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).)
JOHN W BROWN
ROSEMARY 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 (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

ACLU FOUNDATION OF GEORGIA

PO BOX 570738
ATLANTA,GA30357
NONE PUBLIC CHARITY GENERAL 1,000

AGAPE YOUTH AND FAMILY CENTER

2210 MARIETTA BLVD NW
ATLANTA,GA30318
NONE PUBLIC CHARITY GENERAL 15,000

ALZHEIMERS ASSOCIATION

225 N MICHIGAN AVE FLOOR 17
CHICAGO,IL60601
NONE PUBLIC CHARITY GENERAL 1,000

AMERICAN CANCER SOCIETY

3380 CHASTAIN MEADOWS PKWY NW SUITE
200
KENNESAW,GA30144
NONE PUBLIC CHARITY GENERAL 10,000

AMERICAN FARMLAND TRUST

1150 CONNECTICUT AVE NW SUITE 600
WASHINGTON,DC20036
NONE PUBLIC CHARITY GENERAL 5,000

AMERICAN MARKETING ASSOCIATION

130 E RANDOLPH ST 22ND FLOOR
CHICAGO,IL60601
NONE PUBLIC CHARITY GENERAL 5,000

ANIMAL CARES CENTER OF NYC

326 EAST 110 ST
NEW YORK,NY10029
NONE PUBLIC CHARITY GENERAL 10,000

ANTI-DEFAMATION LEAGUE

605 THIRD AVENUE
NEW YORK,NY101583650
NONE PUBLIC CHARITY GENERAL 25,000

ATLANTA BELTLINE PARTNERSHIP INC

970 JEFFERSON ST NW SUITE 4
ATLANTA,GA30318
NONE PUBLIC CHARITY GENERAL 20,000

ATLANTA BOTANICAL GARDENS

1345 PIEDMONT AVE NE
ATLANTA,GA30309
NONE PUBLIC CHARITY GENERAL 10,000

ATLANTA COMMUNITY FOOD BANK

3400 N DESERT DR
EAST POINT,GA30355
NONE PUBLIC CHARITY GENERAL 25,000

ATLANTA GIRLS SCHOOL

3254 NORTHSIDE PKWY NW
ATLANTA,GA30327
NONE PUBLIC CHARITY GENERAL 15,000

ATLANTA HABITAT FOR HUMANITY

824 MEMORIAL DR SE
ATLANTA,GA30316
NONE PUBLIC CHARITY GENERAL 5,000

ATLANTA HISTORY CENTER

130 W PACES FERRY RD NW
ATLANTA,GA30305
NONE PUBLIC CHARITY GENERAL 10,000

ATLANTA LEGAL AID SOCIETY

54 ELLIS ST NE
ATLANTA,GA30303
NONE PUBLIC CHARITY GENERAL 10,000

ATLANTA MEMORIAL PARK CONSERVANCY

384 WOODWARD WAY NW
ATLANTA,GA30305
NONE PUBLIC CHARITY GENERAL 15,000

ATLANTA OPERA

1575 NORTHSIDE DRIVE NW
ATLANTA,GA30318
NONE PUBLIC CHARITY GENERAL 10,000

ATLANTA SHAKESPEARE COMPANY

499 PEACHTREE ST NE
ATLANTA,GA30308
NONE PUBLIC CHARITY GENERAL 10,000

ATLANTA VOLUNTEER LAWYERS FOUNDATION

235 PEACHTREE ST 1750
ATLANTA,GA30303
NONE PUBLIC CHARITY GENERAL 10,000

ATLATA WOMEN'S FOUNDATION

3715 NORTHSIDE PKWY NW SUITE 4-725
ATLANTA,GA30327
NONE PUBLIC CHARITY GENERAL 60,000

AUBURN UNIVERSITY FOUNDATION

317 SOUTH COLLEGE STREET
AUBURN,AL36849
NONE PUBLIC CHARITY GENERAL 145,000

BIG BROTHERS BIG SISTERS METRO ATLANTA

680 MURPHY AVE SW SUITE 1090
ATLANTA,GA30310
NONE PUBLIC CHARITY GENERAL 15,000

CDC FOUNDATION

600 PEACHTREE ST NE 1000
ATLANTA,GA30308
NONE PUBLIC CHARITY GENERAL 5,000

CATAWBA LANDS CONSERVANCY

2400 PARK RD SUITE 1
CHARLOTTE,NC28203
NONE PUBLIC CHARITY GENERAL 1,000

CATHEDRAL OF ST PHILIP

2744 PEACHTREE ROAD NW
ATLANTA,GA30305
NONE PUBLIC CHARITY GENERAL 30,000

CHAMBER MUSIC SOCIETY OF LINCOLN CENTER

70 LINCOLN CENTER PLAZA
NEW YORK,NY10023
NONE PUBLIC CHARITY GENERAL 10,000

CENTER FOR VISUALLY IMPAIRED FOUNDATION

739 W PEACHTREE ST NW
ATLANTA,GA30308
NONE PUBLIC CHARITY GENERAL 2,000

CHILDSPRING INTERNATIONAL

1328 PEACHTREE ST NE
ATLANTA,GA30309
NONE PUBLIC CHARITY GENERAL 1,000

CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION

1575 NORTHEAST EXPRESSWAY NE
ATLANTA,GA30329
NONE PUBLIC CHARITY GENERAL 1,010,000

CHRIS 180

1030 FAYETTEVILLE RD SE
ATLANTA,GA30316
NONE PUBLIC CHARITY GENERAL 5,000

CHRIST CHURCH (EPISCOPAL)

400 HOLCOMB BRIDGE RD
NORCROSS,GA30071
NONE PUBLIC CHARITY GENERAL 10,000

COLUMBIA UNIVERSITY

630 W 168TH ST
NEW YORK,NY10032
NONE PUBLIC CHARITY GENERAL 50,000

COVENANT HOUSE GEORGIA

1559 JOHNSON ROAD NW
ATLANTA,GA30318
NONE PUBLIC CHARITY GENERAL 15,000

COX SCIENCE CENTER & ACQUARIUM

4801 DREHER TRAIL N
WEST PALM BEACH,FL33405
NONE PUBLIC CHARITY GENERAL 500,000

CRISTO REY ATLANTA HIGH SCHOOL

222 PIEDOMNT AVE NE
ATLANTA,GA30308
NONE PUBLIC CHARITY GENERAL 10,000

DUKE UNIVERSITY SCHOOL OF LAW

PO BOX 90581
DURHAM,NC27708
NONE PUBLIC CHARITY GENERAL 140,000

EAST ALABAMA MEDICAL CENTER FOUNDATION

2000 PEPPERELL PKWY
OPELIKA,AL36801
NONE PUBLIC CHARITY GENERAL 10,000

ELLIS ISLAND HONORS SOCIETY

867 HEMPSTEAD TURNPIKE SUITE 100
FRANKLIN SQUARE,NY11010
NONE PUBLIC CHARITY GENERAL 5,000

EMORY UNIVERSITY

201 DOWMAN DRIVE
ATLANTA,GA30322
NONE PUBLIC CHARITY GENERAL 235,000

FIRST PRESBYTERIAN CHURCH MARIETTA

189 CHURCH ST 1629
MARIETTA,GA30060
NONE PUBLIC CHARITY GENERAL 3,000

FOUNDATION FOR HOSPITAL ART

131 VILLAGE CENTER W
WOODSTOCK,GA30188
NONE PUBLIC CHARITY GENERAL 1,000

FREED-HARDEMAN UNIVERSITY

158 EAST MAIN STREET
HENDERSON,TN383402399
NONE PUBLIC CHARITY GENERAL 75,000

GATEWAY CENTER

275 PRYOR ST SW
ATLANTA,GA30303
NONE PUBLIC CHARITY GENERAL 10,000

GEORGIA EDUCATION FOUNDATION

759 W PEACHTREE ST NW SUITE 107
ATLANTA,GA30308
NONE PUBLIC CHARITY GENERAL 5,000

GEORGIA JUSTICE PROJECT

438 EDGEWOOD AVE NE
ATLANTA,GA30312
NONE PUBLIC CHARITY GENERAL 25,000

GEORGIA LEADERSHIP INSTITUTE FOR SCHOOL IMPROVEMENT (GLISI)

3237 SATELLITE BLVD 460
DULUTH,GA30096
NONE PUBLIC CHARITY GENERAL 5,000

GEORGIA LEGAL SERVICE PROGRAM INC

104 MARIETTA STREET SUITE 240
ATLANTA,GA30303
NONE PUBLIC CHARITY GENERAL 10,000

GEORGIA RESEARCH ALLIANCE INC

270 PEACHTREE STREET NW SUITE 2200
ATLANTA,GA30303
NONE PUBLIC CHARITY GENERAL 15,000

GEORGIA TECH FOUNDATION

NORTH AVENUE
ATLANTA,GA30332
NONE PUBLIC CHARITY GENERAL 172,000

GEORGIAN CHAMBER PLAYERS

PO BOX 683802
MARIETTA,GA30068
NONE PUBLIC CHARITY GENERAL 5,000

GILMORE FESTIVAL

359 S KALAMAZOO MALL SUITE 101
KALAMAZOO,MI49007
NONE PUBLIC CHARITY GENERAL 105,000

GIRL SCOUTS OF ATLANTA INC

5601 N ALLEN RD SE
MABLETON,GA30126
NONE PUBLIC CHARITY GENERAL 5,000

GLIOBLASTOMA FOUNDATION

2451 CROASDAILE FARM PKWY SUITE 109
DURHAM,NC27705
NONE PUBLIC CHARITY GENERAL 2,000

GRACE PRESBYTERIAN CHURCH

170 HIGHWAY 9 N
DAWSONVILLE,GA30534
NONE PUBLIC CHARITY GENERAL 2,000

GRADY HEALTH FOUNDATION

192 PEACHTREE ST
ATLANTA,GA30303
NONE PUBLIC CHARITY GENERAL 10,000

HILLELS OF GEORGIA

1100 SPRING ST NW 810
ATLANTA,GA30309
NONE PUBLIC CHARITY GENERAL 5,000

HUDSON VALLEY SHAKESPEARE FESTIVAL

PO BOX 125
GARRISON,NY10524
NONE PUBLIC CHARITY GENERAL 50,000

INDIANA UNIVERSITY FOUNDATION

PO BOX 6460
INDIANAPOLIS,IN462066460
NONE PUBLIC CHARITY GENERAL 5,000

JACK & JILL LATE STAGE CANCER FOUNDATION

75 REMITTANCE DRIVE DEPT 92065
CHICAGO,IL606752065
NONE PUBLIC CHARITY GENERAL 10,000

JEWISH FAMILY & CAREER SERVICES

4549 CHAMBLEE DUNWOODY ROAD
ATLANTA,GA30338
NONE PUBLIC CHARITY GENERAL 15,000

KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY

1819 E MILHAM AVE
PORTAGE,MI49002
NONE PUBLIC CHARITY GENERAL 80,000

LEADERSHIP ATLANTA

133 PEACHTREE ST SUITE 2850
ATLANTA,GA30303
NONE PUBLIC CHARITY GENERAL 15,000

LEAGUE OF AMERICAN ORCHESTRAS

520 8TH AVENUE SUITE 2005
NEW YORK,NY10018
NONE PUBLIC CHARITY GENERAL 10,000

LUMPKIN COUNTRY SENIOR CENTER

266 MECHANICSVILLE RD
DAHLONEGA,GA30533
NONE PUBLIC CHARITY GENERAL 5,000

LYRIC OPERA OF CHICAGO

20 NORTH WACKER DRIVE 860
CHICAGO,IL60606
NONE PUBLIC CHARITY GENERAL 10,000

MAUI UNITED WAY

95 MAHALANI ST 24
WAILUKU,HI96793
NONE PUBLIC CHARITY GENERAL 3,000

MEALS ON WHEELS ATLANTA

1705 COMMERCE DR NW
ATLANTA,GA30318
NONE PUBLIC CHARITY GENERAL 95,000

METROPOLITAN OPERA

30 LINCOLN CENTER PLAZA
NEW YORK,NY10023
NONE PUBLIC CHARITY GENERAL 10,000

MOMENTUM ADVISORY CO

1510 PACIFIC AVENUE
DALLAS,TX75201
NONE PUBLIC CHARITY GENERAL 5,000

MOREHOUSE SCHOOL OF MEDICINE

720 WESTVIEW DRIVE SW
ATLANTA,GA303101495
NONE PUBLIC CHARITY GENERAL 5,000

NAMI GEORGIA

4120 PRESIDENTIAL PKWY 200
ATLANTA,GA30340
NONE PUBLIC CHARITY GENERAL 10,000

NEW YORK PHILHARMONIC

10 LINCOLN CENTER PLAZA
NEW YORK,NY10023
NONE PUBLIC CHARITY GENERAL 15,000

ON BOARD

PO BOX 550627
ATLANTA,GA30355
NONE PUBLIC CHARITY GENERAL 15,000

ORPHEUS CHAMBER ORCHESTRA INC

490 RIVERSIDE DR FL 11
NEW YORK,NY10027
NONE PUBLIC CHARITY GENERAL 10,000

PARKINSON'S FOUNDATION

1359 BROADWAY STE 1509
NEW YORK,NY10018
NONE PUBLIC CHARITY GENERAL 60,000

PEACHTREE PRESBYTERIAN CHURCH

3434 ROSEWELL RD NW
ATLANTA,GA30305
NONE PUBLIC CHARITY GENERAL 10,000

PIEDMONT HEALTHCARE FOUNDATION

2001 PEACHTREE RD NE
ATLANTA,GA30309
NONE PUBLIC CHARITY GENERAL 55,000

PRO BONO PARTNERSHIP OF ATLANTA

999 PEACHTREE ST NE
ATLANTA,GA30309
NONE PUBLIC CHARITY GENERAL 10,000

PUBLIC BROADCASTING ATLANTA

740 BISMARK ROAD
ATLANTA,GA30324
NONE PUBLIC CHARITY GENERAL 10,000

RAISING EXPECTATIONS

PO BOX 92814
ATLANTA,GA30314
NONE PUBLIC CHARITY GENERAL 10,000

RIVERSIDE PARK CONSERVANCY

475 RIVERSIDE DR SUITE 455
NEW YORK,NY10115
NONE PUBLIC CHARITY GENERAL 15,000

ROCHESTER UNIVERSITY

800 WEST AVON ROAD
ROCHESTER HILLS,MI48307
NONE PUBLIC CHARITY GENERAL 10,000

ROTARY CLUB OF ATL CHARITABLE FOUNDATION

40 COURTLAND ST NE
ATLANTA,GA30303
NONE PUBLIC CHARITY GENERAL 5,000

SHELTERING ARMS

385 CENTENNIAL OLYMPIC PARK DRIVE
NW
ATLANTA,GA30313
NONE PUBLIC CHARITY GENERAL 15,000

SHEPHERD CENTER FOUNDATION

2020 PEACHTREE ROAD NW
ATLANTA,GA30309
NONE PUBLIC CHARITY GENERAL 15,000

SKYLAND TRAIL

1961 N DRUID HILLS RD
ATLANTA,GA30329
NONE PUBLIC CHARITY GENERAL 10,000

SOUTHERN CENTER FOR HUMAN RIGHTS

60 WALTON ST NW
ATLANTA,GA30303
NONE PUBLIC CHARITY GENERAL 50,000

SPELMAN COLLEGE

350 SPELMAN LANE SW
ATLANTA,GA30314
NONE PUBLIC CHARITY GENERAL 35,000

SPRUILL CENTER FOR THE ARTS

5339 CHAMBLEE DUNWOODY RD
DUNWOODY,GA30338
NONE PUBLIC CHARITY GENERAL 5,000

ST JUDE

262 DANNY THOMAS PLACE
MEPMHIS,TN38105
NONE PUBLIC CHARITY GENERAL 9,500

ST PATRICK'S CHURCH

4755 N PEACHTREE ROAD
ATLANTA,GA30338
NONE PUBLIC CHARITY GENERAL 2,000

SYLVIA'S ATTIC

140 G ST
CRESCENT CITY,CA95531
NONE PUBLIC CHARITY GENERAL 10,000

TEACH FOR AMERICA METRO ATLANTA

1360 PEACHTREE ST NE 1100
ATLANTA,GA30309
NONE PUBLIC CHARITY GENERAL 5,000

TERMINUS MODERN BALLET THEATRE

760 10TH STREET NW
ATLANTA,GA30318
NONE PUBLIC CHARITY GENERAL 20,000

THE ANSLEY SCHOOL

120 RALPH MCGILL BLVD NE BLDG 3
SUITE B1
ATLANTA,GA30308
NONE PUBLIC CHARITY GENERAL 20,000

THE CARTER CENTER

453 JOHN LEWIS FREEDOM PKWY NE
ATLANTA,GA30307
NONE PUBLIC CHARITY GENERAL 5,000

THE GAPABA LAW FOUNDATION

193 FLAT CREEK TRAIL
FAYETTEVILLE,GA30214
NONE PUBLIC CHARITY GENERAL 15,000

THE MERIAN ENSEMBLE

1280 PEACHTREE ST NE
ATLANTA,GA30309
NONE PUBLIC CHARITY GENERAL 5,000

THE MICHAEL J FOX FOUNDATION

PO BOX 4777
NEW YORK,NY101634777
NONE PUBLIC CHARITY GENERAL 25,000

THE MUSEUM OF CONTEMPORARY ART

75 BENNETT ST NW
ATLANTA,GA30309
NONE PUBLIC CHARITY GENERAL 15,000

THE MUSEUM OF MODERN ART

11 W 53RD ST
NEW YORK,NY10019
NONE PUBLIC CHARITY GENERAL 12,500

THE NATIONAL CENTER FOR CIVIL & HUMAN RIGHTS

100 IVAN ALLEN JR BLVD NW
ATLANTA,GA30313
NONE PUBLIC CHARITY GENERAL 5,000

THE PAIDEIA SCHOOL

1509 PONCE DE LEON AVENUE
ATLANTA,GA30307
NONE PUBLIC CHARITY GENERAL 77,500

THE PUBILIC THEATER

425 LAFAYETTE ST
NEW YORK,NY10003
NONE PUBLIC CHARITY GENERAL 10,000

THE TEMPLE

1589 PEACHTREE ST NE
ATLANTA,GA30309
NONE PUBLIC CHARITY GENERAL 10,000

TRINITY PRESBYTERIAN CHURCH

3003 HOWELL MILL ROAD
ATLANTA,GA30327
NONE PUBLIC CHARITY GENERAL 20,000

TRINITY SCHOOL

4301 NORTHSIDE PKWY
ATLANTA,GA30327
NONE PUBLIC CHARITY GENERAL 15,000

TRUST FOR PUBLIC LAND

PO BOX 889336
LOS ANGELES,CA900889336
NONE PUBLIC CHARITY GENERAL 10,000

UNICEF USA

125 MAIDEN LANE
NEW YORK,NY10038
NONE PUBLIC CHARITY GENERAL 25,000

UNITED SPINAL ASSOCIATION

120-34 QUEENS BLVD 320
KEW GARDENS,NY11415
NONE PUBLIC CHARITY GENERAL 5,000

UNITED WAY OF BATTLE CREEK AND KALAMAZOO REGION

709 S WESTNEDGE AVE
KALAMAZOO,MI49007
NONE PUBLIC CHARITY GENERAL 10,000

UNITED WAY OF GREATER ATLANTA

40 COURTLAND ST NE STE 300
ATLANTA,GA30303
NONE PUBLIC CHARITY GENERAL 560,000

UNITED WAY OF LONG ISLAND

819 GRAND BLVD
DEER PARK,NY11729
NONE PUBLIC CHARITY GENERAL 10,000

UNITED WAY OF NYC

205 E 42ND ST 12TH FLOOR
NEW YORK,NY10017
NONE PUBLIC CHARITY GENERAL 10,000

VISITING NURSE HEALTH SYSTEM

5775 GLENRIDGE DR STE E200
ATLANTA,GA30328
NONE PUBLIC CHARITY GENERAL 23,500

WABE

740 BISMARK RD NE
ATLANTA,GA30324
NONE PUBLIC CHARITY GENERAL 5,000

WESTSIDE FUTURE FUND

PO BOX 92273
ATLANTA,GA30314
NONE PUBLIC CHARITY GENERAL 15,000

WHEELS OF HAPPINESS FOUNDATION

55 PROVIDENCE PLANTATION DR
ALPHARETTA,GA300043449
NONE PUBLIC CHARITY GENERAL 1,000

WOODRUFF ARTS CENTER

1280 PEACHTREE ROAD NE
ATLANTA,GA30309
NONE PUBLIC CHARITY GENERAL 20,000

YWCA OF GREATER ATLANTA

957 N HIGHLAND AVENUE NE
ATLANTA,GA30306
NONE PUBLIC CHARITY GENERAL 15,000
Total .................................right arrow 3a 4,600,000
bApproved for future payment

DUKE UNIVERSITY SCHOOL OF LAW
PO BOX 90581
DURHAM,NC27708
NONE PUBLIC CHARITY GENERAL 210,000

EMORY UNIVERSITY
201 DOWMAN DRIVE
ATLANTA,GA30322
NONE PUBLIC CHARITY GENERAL 800,000

GEORGIA TECH FOUNDATION
NORTH AVENUE
ATLANTA,GA30332
NONE PUBLIC CHARITY GENERAL 456,000

GILMORE FESTIVAL
359 S KALAMAZOO MALL SUITE 101
KALAMAZOO,MI49007
NONE PUBLIC CHARITY GENERAL 50,000
Total ................................. right arrow 3b 1,516,000
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 ...........
         
4 Dividends and interest from securities ....     14 1,199,029  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 9  
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 1,199,038 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,199,038
(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 JOHN AND ROSEMARY BROWN FAMILY
FOUNDATION
Employer identification number

58-6343478
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 JOHN AND ROSEMARY BROWN FAMILY
FOUNDATION
Employer identification number
58-6343478
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
JOHN W BROWN
2660 PEACHTREE ROAD NW APT 16GH
 
ATLANTA, GA30305

$ 1,340,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
ROSEMARY K BROWN
2660 PEACHTREE ROAD NW APT 16GH
 
ATLANTA, GA30305

$ 1,340,000


(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.)
(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 JOHN AND ROSEMARY BROWN FAMILY
FOUNDATION
Employer identification number

58-6343478
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 JOHN AND ROSEMARY BROWN FAMILY
FOUNDATION
Employer identification number

58-6343478
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 JOHN AND ROSEMARY BROWN FAMILY
 
FOUNDATION
EIN:
58-6343478
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 11,703 0   0

TY 2023 InvestmentsCorpStockSchedule
Name:
THE JOHN AND ROSEMARY BROWN FAMILY
 
FOUNDATION
EIN:
58-6343478
Name of Stock End of Year Book Value End of Year Fair Market Value
260,000 SHS STRYKER CORPORATION 2,691,200 77,859,600
4,768 SHS JOHNSON AND JOHNSON 238,639 747,336
179,641 SHS ABBOTT LABS 7,075,877 19,773,085
1,863 SHS KENVUE INCORPORATED 11,608 40,111

TY 2023 OtherProfessionalFeesSchedule
Name:
THE JOHN AND ROSEMARY BROWN FAMILY
 
FOUNDATION
EIN:
58-6343478
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PHILANTHROPY ADVISOR 56,857 0   56,857


TY 2023 SubstantialContributorsSch
Name:
THE JOHN AND ROSEMARY BROWN FAMILY
 
FOUNDATION
EIN:
58-6343478
Name Address
JOHN W BROWN 2660 PEACHTREE ROAD NW APT 16GH
ATLANTA,GA30305
ROSEMARY K BROWN 2660 PEACHTREE ROAD NW APT 16GH
ATLANTA,GA30305


TY 2023 TaxesSchedule
Name:
THE JOHN AND ROSEMARY BROWN FAMILY
 
FOUNDATION
EIN:
58-6343478
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 16,475 0   0