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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE BARBARA AND HELEN BROWN FAMILY FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 220576
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST LOUIS, MO63122
A Employer identification number

27-0167894
B Telephone number (see instructions)

(314) 276-5379
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$4,204,842J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 461 461  
4 Dividends and interest from securities... 142,350 142,350  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 60,272
b Gross sales price for all assets on line 6a 3,563,403
7 Capital gain net income (from Part IV, line 2)... 60,272
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........ 203,083 203,083  
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)......... Click to see attachment
List of Attached Documents:
// Content
3,278 2,295   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,741 6,119   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
96,341 47,075   49,266
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,042 276   1,561
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 114,402 55,765   50,827
25 Contributions, gifts, grants paid....... 156,000 156,000
26 Total expenses and disbursements. Add lines 24 and 25 270,402 55,765   206,827
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -67,319
b Net investment income (if negative, enter -0-) 147,318
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 138,697 158,872 158,872
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) 369,180 Click to see attachment
List of Attached Documents:
// Content
486,174 		482,970
b Investments—corporate stock (attach schedule)....... 812,719 Click to see attachment
List of Attached Documents:
// Content
1,417,824 		1,458,277
c Investments—corporate bonds (attach schedule)....... 2,510,024 Click to see attachment
List of Attached Documents:
// Content
1,557,706 		1,541,169
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).......... 294,277 Click to see attachment
List of Attached Documents:
// Content
516,403 		563,554
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) 4,124,897 4,136,979 4,204,842
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........... 4,124,897 4,136,979
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)..... 4,124,897 4,136,979
30 Total liabilities and net assets/fund balances (see instructions). 4,124,897 4,136,979
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
4,124,897
2
Enter amount from Part I, line 27a .....................
2
-67,319
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
79,401
4
Add lines 1, 2, and 3 ..........................
4
4,136,979
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
4,136,979
Form 990-PF (2024)
Form 990-PF (2024)
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 NTBIX - NAVIGATOR TACTICAL FIXED P    
b NTIIX - NAVIGATOR TACTICAL INVES P    
c QQQM - INVESCO NASDAQ 100 ETF P    
d QQQM - INVESCO NASDAQ 100 ETF P    
e QQQM - INVESCO NASDAQ 100 ETF P    
IJR - ISHARES CORE S&P P    
IJR - ISHARES CORE S&P P    
IJR - ISHARES CORE S&P P    
IJR - ISHARES CORE S&P P    
IJR - ISHARES CORE S&P P    
IVV - ISHARES CORE S&P 500 P    
IVV - ISHARES CORE S&P 500 P    
IVV - ISHARES CORE S&P 500 P    
IVV - ISHARES CORE S&P 500 P    
IVV - ISHARES CORE S&P 500 P    
IVV - ISHARES CORE S&P 500 P    
IVV - ISHARES CORE S&P 500 P    
IVV - ISHARES CORE S&P 500 P    
IVV - ISHARES CORE S&P 500 P    
IVV - ISHARES CORE S&P 500 P    
IWY - ISHARES RUSSELL TOP 200 P    
IWY - ISHARES RUSSELL TOP 200 P    
IWY - ISHARES RUSSELL TOP 200 P    
IWY - ISHARES RUSSELL TOP 200 P    
IWY - ISHARES RUSSELL TOP 200 P    
IWY - ISHARES RUSSELL TOP 200 P    
IJS - ISHARES S&P SMALL CAP P    
IJS - ISHARES S&P SMALL CAP P    
MDYV - SPDR S&P 400 MID CAP P    
MDYV - SPDR S&P 400 MID CAP P    
MDYV - SPDR S&P 400 MID CAP P    
SPYV - SPDR S&P 500 VALUE ETF P    
SPYV - SPDR S&P 500 VALUE ETF P    
SPYV - SPDR S&P 500 VALUE ETF P    
MTUM - ISHARES MSCI USA MOMNTUM FCT ETF P    
XMMO - INVESCO S & P MIDCAP MOMENTUM ETF P    
XMMO - INVESCO S & P MIDCAP MOMENTUM ETF P    
XMMO - INVESCO S & P MIDCAP MOMENTUM ETF P    
XMMO - INVESCO S & P MIDCAP MOMENTUM ETF P    
XMMO - INVESCO S & P MIDCAP MOMENTUM ETF P    
XMMO - INVESCO S & P MIDCAP MOMENTUM ETF P    
XMHQ - INVESCO S AND P MIDCAP QUALTY ETF P    
SPMO - INVSC S P 500 MOMENTUM ETF P    
SPMO - INVSC S P 500 MOMENTUM ETF P    
SPMO - INVSC S P 500 MOMENTUM ETF P    
SPMO - INVSC S P 500 MOMENTUM ETF P    
SPMO - INVSC S P 500 MOMENTUM ETF P    
MDYG - SPDR S P MID CAP GROWTH ETF P    
COWZ - PACER US CASH COWS 100 ETF P    
SPYG - SPDR SP 500 GROWTH ETF P    
SPYG - SPDR SP 500 GROWTH ETF P    
SPYG - SPDR SP 500 GROWTH ETF P    
SPYG - SPDR SP 500 GROWTH ETF P    
SPYG - SPDR SP 500 GROWTH ETF P    
XSMO - INVESCO S P SMLCP MOMENTM ETF P    
XSMO - INVESCO S P SMLCP MOMENTM ETF P    
HDV - ISHARES CORE HIGH DIVIDEND ETF P    
IWX - ISHARES RUSSELL TOP 200 VALUE ETF P    
AQMIX - AQR MANAGED FUTURES STRA P    
AQMIX - AQR MANAGED FUTURES STRA P    
AQMIX - AQR MANAGED FUTURES STRA P    
AQMIX - AQR MANAGED FUTURES STRA P    
EVDAX - CAMELOT EVENT DRIVEN P    
EVDAX - CAMELOT EVENT DRIVEN P    
EVDAX - CAMELOT EVENT DRIVEN P    
EVDAX - CAMELOT EVENT DRIVEN P    
HSGFX - HUSSMAN STRATEGIC GROWTH P    
HSTRX - HUSSMAN STRATEGIC TOTAL RETURN P    
HSTRX - HUSSMAN STRATEGIC TOTAL RETURN P    
HSTRX - HUSSMAN STRATEGIC TOTAL RETURN P    
REMIX - STANDPOINT MULTI-ASSET INVESTOR P    
REMIX - STANDPOINT MULTI-ASSET INVESTOR P    
REMIX - STANDPOINT MULTI-ASSET INVESTOR P    
REMIX - STANDPOINT MULTI-ASSET INVESTOR P    
OPER - CLEARSHARES ULTRA SHORT P    
OPER - CLEARSHARES ULTRA SHORT P    
OPER - CLEARSHARES ULTRA SHORT P    
OPER - CLEARSHARES ULTRA SHORT P    
OPER - CLEARSHARES ULTRA SHORT P    
SLV - ISHARES SILVER TRUST P    
SGOV - ISHARES 0 TO 3 MNTH P    
SGOV - ISHARES 0 TO 3 MNTH P    
SGOV - ISHARES 0 TO 3 MNTH P    
SGOV - ISHARES 0 TO 3 MNTH P    
SGOV - ISHARES 0 TO 3 MNTH P    
BIL - SPDR BLOOMBERG 1 3 MNTH P    
BIL - SPDR BLOOMBERG 1 3 MNTH P    
BIL - SPDR BLOOMBERG 1 3 MNTH P    
BIL - SPDR BLOOMBERG 1 3 MNTH P    
GLD - SPDR GOLD SHARES ETF P    
SHY - ISHARES 1-3 YEAR TREASY BOND P    
SHY - ISHARES 1-3 YEAR TREASY BOND P    
SHY - ISHARES 1-3 YEAR TREASY BOND P    
TLH - ISHARES 10-20 YEAR TREASURY BOND P    
TLH - ISHARES 10-20 YEAR TREASURY BOND P    
IEI - ISHARES 3-7 YEAR TRSY BOND P    
IEI - ISHARES 3-7 YEAR TRSY BOND P    
IEI - ISHARES 3-7 YEAR TRSY BOND P    
PHYS - SPROTT PHYSICAL GOLD ETV P    
PSLV - SPROTT SHYS SILVER TR F P    
JFLEX - JANUS HENDERSON FLEXIBLE BONDS I P    
JFLEX - JANUS HENDERSON FLEXIBLE BONDS I P    
NTBIX - NAVIGATOR TACTICAL FIXED INCOME I P    
NTBIX - NAVIGATOR TACTICAL FIXED INCOME I P    
PRVBX - PERMANENT PORTFOLIO VERS P    
PRVBX - PERMANENT PORTFOLIO VERS P    
COHOX - COHO RELATIVE VALUE EQUITY P    
COHOX - COHO RELATIVE VALUE EQUITY P    
PRPFX - PERMANENT PORTFOLIO PERM P    
PRPFX - PERMANENT PORTFOLIO PERM P    
PRPFX - PERMANENT PORTFOLIO PERM P    
OPER - CLEARSHARES ULTRA SHORT P    
OPER - CLEARSHARES ULTRA SHORT P    
OPER - CLEARSHARES ULTRA SHORT P    
SHV - ISHARES SHORT TREASURY P    
SHV - ISHARES SHORT TREASURY P    
BIL - SPDR BLOOMBERG 1 3 MNTH P    
BIL - SPDR BLOOMBERG 1 3 MNTH P    
BIL - SPDR BLOOMBERG 1 3 MNTH P    
GLD - SPDR GOLD SHARES ETF P    
SHY P    
JPST P    
GWW P    
LOW P    
STT P    
BRKB - BERKSHIRE HATHAWAY P    
BRKB - BERKSHIRE HATHAWAY P    
CVX - CHEVRON CORP P    
C - CITIGROUP P    
FRFHF - FAIRFAX FINL P    
FRFHF - FAIRFAX FINL P    
GM - GENERAL MOTORS CO P    
JPM - JPMORGAN CHASE P    
LEN - LENNAR CORP P    
LEN - LENNAR CORP P    
MGA - MAGNA INTL INC P    
MSFT - MICROSOFT CORP P    
JFLEX - JANUS HENDERSON FLEXIBLE P    
NTBIX - NAVIGATOR TACTICAL FIXED P    
PRVBX - PERMANENT PORTFOLIO VERS P    
PRPFX - PERMANENT PORTFOLIO PERM P    
PRPFX - PERMANENT PORTFOLIO PERM P    
OPER - CLEARSHARES ULTRA SHORT P    
OPER - CLEARSHARES ULTRA SHORT P    
GBIL - GOLDMAN SACHS ACCES P    
GBIL - GOLDMAN SACHS ACCES P    
GBIL - GOLDMAN SACHS ACCES P    
GBIL - GOLDMAN SACHS ACCES P    
GBIL - GOLDMAN SACHS ACCES P    
GBIL - GOLDMAN SACHS ACCES P    
GBIL - GOLDMAN SACHS ACCES P    
GBIL - GOLDMAN SACHS ACCES P    
GBIL - GOLDMAN SACHS ACCES P    
GBIL - GOLDMAN SACHS ACCES P    
GBIL - GOLDMAN SACHS ACCES P    
GBIL - GOLDMAN SACHS ACCES P    
GBIL - GOLDMAN SACHS ACCES P    
GBIL - GOLDMAN SACHS ACCES P    
GBIL - GOLDMAN SACHS ACCES P    
GBIL - GOLDMAN SACHS ACCES P    
SHV - ISHARES SHORT TREASURY P    
BIL - SPDR BLOOMBERG 1 3 MNTH P    
SNRE - SUNRISE COMMUNICATIONS P    
SNRE - SUNRISE COMMUNICATIONS P    
Capital Gains Dividends P    
(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 80,527   83,761 -3,234
b 32,028   32,795 -767
c 14,521   13,315 1,206
d 4,899   4,676 223
e 17,637   16,199 1,438
23,612   24,551 -939
5,445   5,597 -152
23,937   24,207 -270
20,874   20,503 371
47,574   47,906 -332
19,851   17,116 2,735
505   439 66
3,032   2,988 44
22,408   20,420 1,988
2,920   2,490 430
23,946   21,238 2,708
14,017   12,709 1,308
11,226   10,061 1,165
27,770   25,713 2,057
84,585   80,438 4,147
4,631   4,321 310
15,224   14,084 1,140
3,869   3,513 356
28,037   25,714 2,323
24,272   24,381 -109
27,932   29,690 -1,758
16,527   17,836 -1,309
10,625   11,032 -407
9,595   9,964 -369
41,648   40,692 956
41,150   41,645 -495
28,510   28,385 125
56,127   53,879 2,248
85,079   83,310 1,769
16,723   15,886 837
16,357   16,030 327
224   230 -6
5,495   5,547 -52
18,054   17,505 549
21,810   22,159 -349
60,408   61,287 -879
28,504   26,888 1,616
10,686   9,598 1,088
17,426   15,947 1,479
18,192   17,150 1,042
20,311   20,016 295
50,133   46,170 3,963
31,401   31,196 205
30,825   31,905 -1,080
1,196   1,212 -16
23,741   21,800 1,941
5,116   4,879 237
25,384   23,862 1,522
23,282   22,642 640
9,082   9,250 -168
40,377   42,641 -2,264
53,317   53,565 -248
59,938   57,279 2,659
6,458   6,811 -353
9,596   10,480 -884
5,047   5,422 -375
5,394   5,864 -470
4,588   4,993 -405
13,437   13,463 -26
3,677   3,581 96
5,955   5,515 440
85,796   103,079 -17,283
22,048   21,636 412
11,319   11,272 47
12,032   12,007 25
1,981   1,785 196
23,715   20,768 2,947
12,167   10,494 1,673
13,042   11,060 1,982
9,615   9,625 -10
56,730   56,622 108
29,526   29,435 91
50,712   50,561 151
48,151   48,058 93
16,109   10,938 5,171
10,775   10,730 45
55,698   55,555 143
30,885   30,786 99
49,504   49,338 166
48,245   48,134 111
9,912   9,875 37
29,344   29,259 85
49,535   49,375 160
48,390   48,278 112
3,600   3,312 288
12,693   12,710 -17
24,470   24,594 -124
24,144   24,264 -120
6,610   6,908 -298
6,854   7,231 -377
3,513   3,551 -38
16,063   16,332 -269
14,416   14,675 -259
7,372   5,890 1,482
3,595   3,862 -267
65,857   78,462 -12,605
33,620   40,597 -6,977
6,893   7,123 -230
37,534   38,361 -827
131,211   124,490 6,721
73,281   68,301 4,980
83,909   88,597 -4,688
149,687   150,107 -420
45,469   37,916 7,553
9,461   7,455 2,006
17,517   12,956 4,561
29,670   29,691 -21
8,233   8,210 23
14,524   14,517 7
10,249   10,240 9
5,728   5,719 9
29,645   29,658 -13
8,247   8,227 20
14,547   14,534 13
888   703 185
5,750   5,777 -27
2,873   2,881 -8
2,347   2,191 156
1,630   1,603 27
1,440   1,392 48
2,764   2,434 330
4,753   4,057 696
1,915   1,964 -49
8,216   8,521 -305
6,533   3,753 2,780
5,363   2,681 2,682
5,774   5,663 111
4,225   3,091 1,134
7,018   3,696 3,322
7,316   6,485 831
1,428   2,032 -604
4,589   3,389 1,200
57,929   62,672 -4,743
55,842   56,580 -738
86,215   83,607 2,608
22,781   19,077 3,704
11,389   8,975 2,414
12,029   12,025 4
8,635   8,610 25
3,503   3,496 7
1,596   1,598 -2
1,900   1,898 2
3,294   3,296 -2
1,595   1,598 -3
5,793   5,793 0
799   799 0
8,614   8,593 21
6,011   6,016 -5
3,898   3,910 -12
2,501   2,507 -6
1,199   1,246 -47
4,395   4,394 1
7,092   7,083 9
2,001   2,004 -3
5,612   5,602 10
3,965   3,961 4
11,986   11,977 9
19     19
16,769     16,769
702     702
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       -3,234
b       -767
c       1,206
d       223
e       1,438
      -939
      -152
      -270
      371
      -332
      2,735
      66
      44
      1,988
      430
      2,708
      1,308
      1,165
      2,057
      4,147
      310
      1,140
      356
      2,323
      -109
      -1,758
      -1,309
      -407
      -369
      956
      -495
      125
      2,248
      1,769
      837
      327
      -6
      -52
      549
      -349
      -879
      1,616
      1,088
      1,479
      1,042
      295
      3,963
      205
      -1,080
      -16
      1,941
      237
      1,522
      640
      -168
      -2,264
      -248
      2,659
      -353
      -884
      -375
      -470
      -405
      -26
      96
      440
      -17,283
      412
      47
      25
      196
      2,947
      1,673
      1,982
      -10
      108
      91
      151
      93
      5,171
      45
      143
      99
      166
      111
      37
      85
      160
      112
      288
      -17
      -124
      -120
      -298
      -377
      -38
      -269
      -259
      1,482
      -267
      -12,605
      -6,977
      -230
      -827
      6,721
      4,980
      -4,688
      -420
      7,553
      2,006
      4,561
      -21
      23
      7
      9
      9
      -13
      20
      13
      185
      -27
      -8
      156
      27
      48
      330
      696
      -49
      -305
      2,780
      2,682
      111
      1,134
      3,322
      831
      -604
      1,200
      -4,743
      -738
      2,608
      3,704
      2,414
      4
      25
      7
      -2
      2
      -2
      -3
      0
      0
      21
      -5
      -12
      -6
      -47
      1
      9
      -3
      10
      4
      9
      19
      16,769
      702
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 60,272
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 2,048
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 2,048
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 2,048
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,787
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 1,787
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 261
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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowMO
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
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.brownsisters.org
14
The books are in care ofright arrowThe Foundation Telephone no.right arrow (314) 276-5379

Located atright arrowPO BOX 220576ST LOUISMO ZIP+4right arrow63122
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
MIKE SULLIVAN PRESIDENT
2.00 		0 0 0
419 FLANDERS DR
ST LOUIS,MO63122
ANDRE ALEXANDER BOARD MEMBER
1.00 		0 0 0
2033 MONKS HOLLOW DRIVE
FLORISSANT,MO63031
MICHELLE O'TOOLE SECRETARY
1.00 		0 0 0
838 KILLINEY DRIVE
MANCHESTER,MO63021
CHRIS SOMMER TREASURER
1.00 		0 0 0
5562 FIRELEAF DRIVE
ST LOUIS,MO63129
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 (2024)
Form 990-PF (2024)
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
Vario Contract manager 57,960
20 S Sarah St
St Louis,MO63108
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 (2024)
Form 990-PF (2024)
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
4,135,504
b
Average of monthly cash balances.......................
1b
176,051
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,311,555
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,311,555
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
64,673
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,246,882
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
212,344
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
212,344
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,048
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,048
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
210,296
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
210,296
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
210,296
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
206,827
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
206,827
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 210,296
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 155,983
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 206,827
a Applied to 2023, but not more than line 2a 155,983
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 2024 distributable amount..... 50,844
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 0
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		159,452
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

Chariti Home Ministries

13 Chase Park Drive
Belleville,IL62226 		  PUBLIC CHARITY Support the Lions of Judah program to help teen dads. 10,000

St Vincent De Paul - Belleville Council

8800 West Main Street
Belleville,IL62223 		  PUBLIC CHARITY Support for the expansion of the Outreach Ministry Support Services Program. 15,000

The Haven of Grace

1225 Warren Street
St Louis,MO63106 		  PUBLIC CHARITY Support for the children's mental health care program. 20,000

Rosati-Kain Academy

4389 Lindell Blvd
St Louis,MO63103 		  PUBLIC CHARITY Support for technology improvements. 20,000

Jacob's Ladder Ministries

15647 92nd Avenue
Florissant,MO63034 		  PUBLIC CHARITY Support the Sew Hope Entrepreneurship program. 16,000

CrossRoads Counseling Centers

1000 Executive Parkway Dr Suite 106
St Louis,MO63141 		  PUBLIC CHARITY Support Families Flourishing Ferguson program. 25,000

Lutheran North Middle and High School

5401 Lucas and Hunt Rd
St Louis,MO63121 		  PUBLIC CHARITY Support for spiritual formation program and development. 20,000

LOVEtheLOU

1421 N Taylor Ave
St Louis,MO63113 		  PUBLIC CHARITY Support the Career Enrichment Center Capital Campaign. 30,000
Total .................................right arrow 3a 156,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 461  
4 Dividends and interest from securities ....     14 142,350  
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 60,272  
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) .. 0 203,083 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
203,083
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE BARBARA AND HELEN BROWN FAMILY FDN
EIN:
27-0167894
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting fees 8,741 6,119   0

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE BARBARA AND HELEN BROWN FAMILY FDN
EIN:
27-0167894
Name of Bond End of Year Book Value End of Year Fair Market Value
NAVIGATOR TACTICAL FIX INCM (NTBIX) 455,314 456,742
JANUS HENDERSON FLEXIBLE (JFLEX) 225,429 203,636
CLEARSHARES ULTRA SHORT (OPER) 183,720 183,619
HUSSMAN STRATEGIC TOTAL (HSTRX) 26,074 26,515
JPMORGAN INFLATION (JCPI) 30 29
NAVIGATOR TACTICAL INVESTMENT GRADE BOND FUND (NTIIX) 129,615 123,899
SPDR BLOOMBERG 1 3 MNTH (BIL) 183,398 183,409
PERMANENT PORTFOLIO VERSATILE BOND (PRVBX) 295,858 305,497
INVESCO PREFERRED ETF (PGX) 16,748 16,407
SPDR SHORT TERM (SPSB) 41,520 41,416

TY 2024 InvestmentsCorpStockSchedule
Name:
THE BARBARA AND HELEN BROWN FAMILY FDN
EIN:
27-0167894
Name of Stock End of Year Book Value End of Year Fair Market Value
BERKSHIRE HATHAWAY (BRKB) 26,457 34,903
CHEVRON CORP (CVX) 46,606 43,452
CITIGROUP INC (C) 30,750 40,967
DANONE (DANOY) 23,417 25,347
FAIRFAX FINL HL (FRFHF) 17,184 30,611
FEDEX CORP (FDX) 19,021 24,757
GENERAL MOTORS CO (GM) 30,858 40,219
JOHNSON & JOHNSON (JNJ) 46,343 41,361
JPMORGAN CHASE & CO (JPM) 23,960 38,593
LENNAR CORP (LEN) 16,126 21,956
LIBERTY GLOBAL INC (LBTYK) 29,662 32,232
MAGNA INTL INC (MGA) 44,307 36,148
MICROSOFT CORP (MSFT) 27,044 34,142
POWER CORP CANADA (PWCDF) 37,639 40,928
THOR INDUSTRIES INC (THO) 22,688 24,502
VODAFONE GROUP (VOD) 42,554 32,822
ISHARES RUSSELL TOP 200 (IWY) 85,082 82,109
CAMELOT EVENT DRIVEN (EVDAX) 10,103 10,592
STANDPOINT MULTI-ASSET INVESTOR (REMIX) 24,000 25,986
INVESCO S & P MIDCAP (XMMO) 84,866 76,589
INVSC S P 500 MOMENTUM (SPMO) 62,139 63,942
SPDR S&P 500 GROWTH (SPYG) 162,899 164,813
DOLLAR GEN CORP (DG) 32,002 30,859
ABBOTT LABS (ABT) 9,350 8,936
AIR PRODS & CHEMS INC (APD) 11,427 10,731
AMGEN INC (AMGN) 14,497 11,989
AUTOZONE (AZO) 9,095 9,606
BAXTER INTL INC (BAX) 6,453 5,220
BERKLEY W R CORP (WRB) 10,652 10,826
CENCORA INC (COR) 15,004 14,380
CONSTELLATION BRANDS INC (STZ) 9,577 8,840
DISNEY WALT CO (DIS) 12,671 14,921
GLOBAL PMTS INC (GPN) 8,480 8,965
GRAINGER W W INC (GWW) 10,953 10,541
KEURIG DR PEPPER INC (KDP) 11,488 11,210
LOWES COS INC (LOW) 15,228 14,068
MARSH & MCLENNAN COS INC (MMC) 12,290 11,895
MEDTRONIC PLC (MDT) 11,353 10,065
MICROCHIP TECHNOLOGY INC (MCHP) 13,485 10,266
MONDELEZ INTL INC (MDLZ) 11,883 10,453
PHILLIP MORRIS INTL INC (PM) 11,860 10,952
ROSS STORES INC (ROST) 14,974 16,186
SERVICE CORP INTL (SCI) 11,790 11,334
STATE STR CORP (STT) 10,275 10,993
SYSCO CORP (SYY) 13,893 14,145
THE COCA-COLA CO (KO) 7,531 7,222
THERMO FISHER SCIENTIFIC (TMO) 14,394 13,526
UNITED PARCEL SERVICE (UPS) 8,782 8,323
UNITEDHEALTH GROUP INC (UNH) 18,716 17,199
US BANCORP DEL (USB) 11,632 11,718
AFFIRM HLDGS INC (AFRM) 963 2,314
AGILENT TECHNOLOGIES INC (A) 3,211 3,224
ALBEMARLE CORP (ALB) 2,913 2,841
AMAZON.COM INC (AMZN) 1,005 1,316
APA CORP (APA) 2,502 2,355
AUTODESK INC (ADSK) 957 1,182
BHP GROUP LTD (BHP) 3,230 3,125
BIRCHCLIFF ENERGY LTD (BIREF) 2,425 2,334
BP PLC (BP) 2,425 2,335
BROADCOM INC (AVGO) 877 1,391
CAMECO CORP (CCJ) 944 1,233
CANADIAN NAT RES LTD (CNQ) 3,208 3,210
CANADIAN PACIFIC KANSA (CP) 2,312 2,171
CHARLES SCHWAB CORP (SCHW) 2,870 3,034
CONOCOPHILLIPS (COP) 3,192 3,173
COSTCO WHSL CORP (COST) 2,779 2,749
DEVON ENERGY CORP (DVN) 2,425 1,964
EXXON MOBIL CORP (XOM) 3,186 3,120
FREEPORT-MCMORAN INC (FCX) 3,177 3,084
GLENCORE PLC (GLNCY) 2,378 2,104
HF SINCLAIR CORP (DINO) 2,409 1,963
ILLINOIS TOOL WKS INC (ITW) 3,032 3,043
IPG PHOTONICS CORP (IPGP) 2,916 2,982
LOCKHEED MARTIN CORP (LMT) 3,504 3,402
META PLATFORMS INC (META) 1,023 1,171
MORGAN STANLEY (MS) 947 1,257
MURPHY OIL CORP (MUR) 2,398 2,118
NUCOR CORP (NUE) 3,258 3,034
NUTRIEN LTD (NTR) 3,145 3,133
NVIDIA CORP (NVDA) 939 1,209
OCCIDENTAL PETE CORP (OXY) 2,397 2,223
OVINTIV INC (OVV) 3,199 3,281
PALANTIR TECHNOLOGIES (PLTR) 939 2,420
PALO ALTO NETWORKS (PANW) 2,870 2,911
PARKER-HANNIFIN CORP (PH) 3,058 3,180
PHILLIPS 66 (PSX) 2,279 1,937
RIO TINTO PLC (RIO) 2,262 2,117
RYDER SYS INC (R) 2,824 2,980
SOUTH32 LTD (SOUHY) 3,035 3,137
SWISS HELVETIA (SWZ) 42,761 40,259
TEXAS PACIFIC LAND CORP (TPL) 3,047 3,318
TPG INC (TPG) 958 1,320
TWILIO INC (TWLO) 972 1,729
UBER TECHNOLOGIES (UBER) 3,211 3,076
VALE S A (VALE) 2,251 1,996
VIPER ENERGY INC (VNOM) 2,901 2,993
VISA INC (V) 1,045 1,264
WILLIAMS SONOMA INC (WSM) 987 1,296
WYNN RESORTS LTD (WYNN) 2,838 2,929

TY 2024 InvestmentsGovtObligationsSch
Name:
THE BARBARA AND HELEN BROWN FAMILY FDN
EIN:
27-0167894
US Government Securities - End of Year Book Value:

486,174
US Government Securities - End of Year Fair Market Value:

482,970
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
THE BARBARA AND HELEN BROWN FAMILY FDN
EIN:
27-0167894
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SPROTT PHYS SILVER TR (PSLV) AT COST 28,841 29,770
SPROTT PHYSICAL GOLD (PHYS) AT COST 45,726 53,512
ISHARES SILVER TRUST (SLV) AT COST 52,639 55,978
SPDER GOLD SHARES (GLD) AT COST 189,757 208,958
AGR MANAGED FUTURES STRATEGY (AQMIX) AT COST 10,656 10,681
PERMANENT PORTFOLIO PERM (PRPFX) AT COST 61,070 79,485
INFRACAP REIT PREFERRED (PFFR) AT COST 25,189 24,624
INVESCO CURRENCY SHARES (FXA) AT COST 3,045 2,883
INVESCO CURRENCY SHARES (FXC) AT COST 3,026 2,925
INVESCO CURRENCY SHARES (FXF) AT COST 25,306 24,563
SPROTT PHYSICAL PLATINUM (SPPP) AT COST 21,228 20,385
ALEXANDRIA REIT (ARE) AT COST 2,351 2,049
AMERICAN TOWER CORP (AMT) AT COST 2,357 2,018
AVALONBAY CMNTYS INC (AVB) AT COST 3,027 3,080
BXP INC (BXP) AT COST 2,999 3,123
CENTERSPACE (CSR) AT COST 3,148 3,109
DIGITAL RLTY TR INC (DLR) AT COST 2,860 3,015
ESSEX PPTY TR INC (ESS) AT COST 3,107 3,140
FEDERAL RLTY INVT (FRT) AT COST 3,106 3,135
KIMCO RLTY CORP (KIM) AT COST 3,044 3,140
OUTFRONT MEDIA INC (OUT) AT COST 2,860 3,051
PROLOGIS INC (PLD) AT COST 3,226 3,171
REGENCY CTRS CORP (REG) AT COST 3,106 3,179
SIMON PPTY GROUP INC (SPG) AT COST 3,001 3,100
STAG INDL INC (STAG) AT COST 2,314 2,063
UDR INC (UDR) AT COST 3,066 3,126
UMH PPTYS INC (UMH) AT COST 3,122 3,115
WEYERHAEUSER CO (WY) AT COST 3,226 3,176

TY 2024 LegalFeesSchedule
Name:
THE BARBARA AND HELEN BROWN FAMILY FDN
EIN:
27-0167894
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal fees 3,278 2,295   0


TY 2024 OtherExpensesSchedule
Name:
THE BARBARA AND HELEN BROWN FAMILY FDN
EIN:
27-0167894
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Insurance 1,625 0   0
Dues and Subscriptions 2,580 0   0
Other Expenses 1,837 276   1,561


TY 2024 OtherIncreasesSchedule
Name:
THE BARBARA AND HELEN BROWN FAMILY FDN
EIN:
27-0167894
Description Amount
Net gain/loss adjustment 79,401


TY 2024 OtherProfessionalFeesSchedule
Name:
THE BARBARA AND HELEN BROWN FAMILY FDN
EIN:
27-0167894
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment advisory fees 38,381 38,381   0
Contract manager 57,960 8,694   49,266