Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
ST LOUIS
State or province
MO
Country  
ZIP or foreign postal code
63122
A Employer identification number

27-0167894
B Telephone number (see instructions)

3142765379
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$4,852,998J 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 .................
3 Interest on savings and temporary cash investments 74 74  
4 Dividends and interest from securities... 133,474 133,474  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 84,568
b Gross sales price for all assets on line 6a 3,632,247
7 Capital gain net income (from Part IV, line 2)... 84,568
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........ 218,116 218,116  
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)....... Click to see attachment
List of Attached Documents:
// Content
9,178 6,425   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
106,320 57,054   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
8,238 547   3,100
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 123,736 64,026   52,366
25 Contributions, gifts, grants paid....... 181,500 181,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 305,236 64,026   233,866
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -87,120
b Net investment income (if negative, enter -0-) 154,090
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 158,872 122,770 122,770
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 486,174 Click to see attachment
List of Attached Documents:
// Content
765,285 		769,313
b Investments—corporate stock (attach schedule)....... 1,417,824 Click to see attachment
List of Attached Documents:
// Content
1,781,310 		2,154,422
c Investments—corporate bonds (attach schedule)....... 1,557,706 Click to see attachment
List of Attached Documents:
// Content
637,356 		636,834
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 516,403 Click to see attachment
List of Attached Documents:
// Content
739,933 		1,169,659
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,136,979 4,046,654 4,852,998
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 4,136,979 4,046,654
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 4,136,979 4,046,654
30 Total liabilities and net assets/fund balances (see instructions). 4,136,979 4,046,654
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
4,136,979
2
Enter amount from Part I, line 27a .....................
2
-87,120
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,049,859
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
3,205
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,046,654
Form 990-PF (2025)
Form 990-PF (2025)
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 XMMO- INVESCO S&P MIDCAP P    
b SPMO - INVSC S P 500 MOMENTUM P    
c SPMO - INVSC S P 500 MOMENTUM P    
d IWY - ISHARES RUSSEL TOP 200 P    
e SPYG - SPDR S&P 500 GROWTH ETF P    
SPYG - SPDR S&P 500 GROWTH ETF P    
SPYG - SPDR S&P 500 GROWTH ETF P    
MTUM - ISHARES MSCI USA MOMENTUM P    
USMV - ISHARES MSCI USA MIN VOL P    
NTBIX - NAVIGATOR TACTICAL P    
NTBIX - NAVIGATOR TACTICAL P    
NTIIX - NAVIGATOR TACTICAL P    
NTIIX - NAVIGATOR TACTICAL P    
IVV P    
IWX P    
IVV P    
ITOT P    
ITOT P    
ITOT P    
ITOT P    
MTUM - ISHARES MSCI USA MOMENTUM P    
IVV P    
ITOT P    
SPYG - SPDR S&P 500 GROWTH ETF P    
SPAB P    
SPLB P    
FISR P    
FISR P    
BIL P    
SPIB P    
AQMIX - AQR MANAGED FUTURES P    
EVDAX - CAMELOT EVENT DRIVEN P    
HSTRX - HUSSMAN STRATEGIC TOTAL RETURN P    
REMIX - STANDPOINT MULTI-ASSET P    
OPER - CLEARSHARES ULTRA SHORT P    
SLV - ISHARES SILVER TRUST P    
SGOV - ISHARES 0 TO 3 MNTH P    
SHY - ISHARES 1-3 YEAR TREASY BOND P    
TLH - ISHARES 10-20 YEAR TREASURY BOND P    
IEI - ISHARES 3-7 YEAR TRSY BOND P    
BIL - SPDR BLOOMBERG 1 3 MNTH P    
GLD - SPDR GOLD SHARES ETF P    
ABT - ABBOTT LABS P    
APD - AIR PRODS & CHEMS INC P    
AMGN - AMGEN INC P    
AZO - AUTOZONE INC P    
BAX - BAXTER INTL INC P    
WRB - BERKLEY W R CORP P    
COR - CENCORA INC P    
CVX - CHEVRON CORP NEW P    
STZ - CONSTELLATION BRANDS INC P    
DIS - DISNEY WALT CO P    
GPN - GLOBAL PMTS INC P    
GWW - GRAINGER W W INC P    
ICLR - ICON PLC P    
JNJ - JOHNSON & JOHNSON P    
KDP - KEURIG DR PEPPER INC P    
LOW - LOWES COS INC P    
MMC - MARSH & MCLENNAN COS INC P    
MDT MEDTRONIC PLC P    
MCHP - MICROCHIP TECHNOLOGY INC P    
MDLZ - MONDELEZ INTL INC P    
PM - PHILIP MORRIS INTL INC P    
DGX - QUEST DIAGNOSTICS INC P    
ROST - ROSS STORES INC P    
SCI - SERVICE CORP INTL P    
PHYS - SPROTT PHYSICAL GOLD ETV P    
PSLV - SPROTT PHYSICAL SILVER E P    
STT - STATE STR CORP P    
STE - STERIS PLC P    
SYY - SYSCO CORP P    
KO - THE COCA-COLA CO P    
TMO - THERMO FISHER SCIENTIFIC P    
UPS - UNITED PARCEL SVC INC P    
UNH - UNITEDHEALTH GROUP INC P    
USB - US BANCORP DEL P    
JFLEX - JANUS HENDERSON FLEXIBLE BONDS I P    
NTBIX - NAVIGATOR TACTICAL FIXED INCOME I P    
PRVBX - PERMANENT PORTFOLIO VERS P    
PRPFX - PERMANENT PORTFOLIO PERM P    
OPER - CLEARSHARES ULTRA SHORT P    
SHV - ISHARES SHORT TREASURY P    
SLV - ISHARES SILVER TRUST P    
SHY - ISHARES 1-3 YEAR TREASURY P    
JCPI - JPMORGAN INFLATION P    
JCST - JPMORGAN ULTRA SHORT P    
BIL - SPDR BLOOMBERG 1 3 MNTH P    
GLD - SPDR GOLD SHARES ETF P    
BRKB - BERKSHIRE HATHAWAY P    
C - CITIGROUP P    
DANOY - DANONE P    
DG - DOLLAR GEN CORP NEW P    
FRFHF - FAIRFAX FINL P    
GM - GENERAL MOTORS CO P    
JPM - JPMORGAN CHASE P    
PWCDF - POWER CORP CANADA P    
JFLEX - JANUS HENDERSON FLEXIBLE P    
NTBIX - NAVIGATOR TACTICAL FIXED P    
PRVBX - PERMANENT PORTFOLIO VERS P    
PRPFX - PERMANENT PORTFOLIO PERM P    
OPER - CLEARSHARES ULTRA SHORT P    
GBIL - GOLDMAN SACHS ACCES P    
SHV - ISHARES SHORT TREASURY P    
SHY - ISHARES 1-3 YEAR TREASY BOND P    
JCPI - JPMORGAN INFLATION P    
JPST - JPMORGAN ULTRA SHORT INCOME P    
BIL - SPDR BLOOMBERG 1 3 MNTH P    
MRP P    
GBIL - GOLDMAN SACHS ACCES P    
ARE - ALEXANDRIA REAL ESTATE P    
IGSB - ISHARES TR IS 1-5 P    
PANW - PALO ALTO NETWORKS INC P    
SWZ - TOTAL RETURN SECURITIES P    
SHY - ISHARES 1-3 YEAR TREASURY BOND ETF P    
SWZ - TOTAL RETURN SECURITIES 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 79,081   84,866 -5,785
b 38,534   43,022 -4,488
c 97,836   75,910 21,926
d 77,650   85,082 -7,432
e 44,386   43,148 1,238
4,980   5,282 -302
108,682   114,469 -5,787
70,494   77,852 -7,358
60,853   59,995 858
108,953   116,818 -7,865
142,328   144,956 -2,628
53,636   57,787 -4,151
68,426   72,206 -3,780
109,403   125,839 -16,436
39,555   44,092 -4,537
35,705   37,650 -1,945
60,638   58,310 2,328
25,334   23,546 1,788
31,741   28,544 3,197
28,245   23,879 4,366
35,192   31,644 3,548
105,146   95,597 9,549
20,365   16,216 4,149
30,777   28,310 2,467
3,524   3,516 8
16,459   16,429 30
31,198   31,146 52
2,374   2,337 37
31,395   31,405 -10
7,063   7,009 54
9,654   9,117 537
9,374   8,541 833
24,738   22,799 1,939
21,962   19,985 1,977
89,244   89,207 37
11,856   7,146 4,710
89,217   89,049 168
44,816   44,896 -80
13,245   14,139 -894
27,100   27,339 -239
93,665   93,548 117
29,192   16,907 12,285
10,048   9,350 698
7,894   9,258 -1,364
10,548   12,117 -1,569
11,922   9,095 2,827
5,983   6,453 -470
14,435   10,652 3,783
19,710   15,004 4,706
9,966   10,146 -180
5,729   9,577 -3,848
13,782   11,738 2,044
6,826   8,480 -1,654
9,653   10,953 -1,300
12,064   9,684 2,380
13,977   11,595 2,382
11,677   14,879 -3,202
13,403   15,228 -1,825
11,816   12,290 -474
12,174   11,353 821
11,742   13,485 -1,743
10,770   11,883 -1,113
14,881   11,860 3,021
7,652   7,198 454
19,216   17,516 1,700
11,431   11,790 -359
27,131   16,384 10,747
17,341   10,860 6,481
9,357   7,422 1,935
10,478   9,668 810
14,521   13,893 628
7,733   7,531 202
16,059   16,005 54
5,637   8,782 -3,145
14,657   20,243 -5,586
14,439   14,448 -9
79,493   89,921 -10,428
76,084   78,538 -2,454
117,501   108,178 9,323
34,198   21,681 12,517
28,448   28,434 14
11,358   11,329 29
2,930   1,786 1,144
11,517   11,472 45
16   16 0
5,723   5,711 12
28,476   28,429 47
8,070   4,793 3,277
27,335   23,645 3,690
32,846   25,524 7,322
45,398   35,463 9,935
29,819   20,925 8,894
23,693   18,120 5,573
28,332   23,319 5,013
11,436   9,051 2,385
44,737   32,306 12,431
62,528   67,574 -5,046
65,678   65,828 -150
128,099   123,525 4,574
19,545   14,597 4,948
14,650   14,618 32
56,784   56,820 -36
5,521   5,499 22
5,585   5,612 -27
14   14 0
2,679   2,679 0
14,668   14,626 42
2,570   12 2,558
86,831   86,866 -35
1,649   2,351 -702
16,829   16,843 -14
2,717   2,870 -153
41,832   55,110 -13,278
3,626   3,642 -16
3,421   3,597 -176
943     943
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       -5,785
b       -4,488
c       21,926
d       -7,432
e       1,238
      -302
      -5,787
      -7,358
      858
      -7,865
      -2,628
      -4,151
      -3,780
      -16,436
      -4,537
      -1,945
      2,328
      1,788
      3,197
      4,366
      3,548
      9,549
      4,149
      2,467
      8
      30
      52
      37
      -10
      54
      537
      833
      1,939
      1,977
      37
      4,710
      168
      -80
      -894
      -239
      117
      12,285
      698
      -1,364
      -1,569
      2,827
      -470
      3,783
      4,706
      -180
      -3,848
      2,044
      -1,654
      -1,300
      2,380
      2,382
      -3,202
      -1,825
      -474
      821
      -1,743
      -1,113
      3,021
      454
      1,700
      -359
      10,747
      6,481
      1,935
      810
      628
      202
      54
      -3,145
      -5,586
      -9
      -10,428
      -2,454
      9,323
      12,517
      14
      29
      1,144
      45
      0
      12
      47
      3,277
      3,690
      7,322
      9,935
      8,894
      5,573
      5,013
      2,385
      12,431
      -5,046
      -150
      4,574
      4,948
      32
      -36
      22
      -27
      0
      0
      42
      2,558
      -35
      -702
      -14
      -153
      -13,278
      -16
      -176
      943
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 84,568
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 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 2,142
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 2,142
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 2,142
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,400
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 2,400
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 258
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax258 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
MO
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 2025 or the taxable year beginning in 2025? 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 addresswww.brownsisters.org
14
The books are in care ofThe Foundation Telephone no. (314) 276-5379

Located atPO BOX 220576ST LOUISMO ZIP+463122
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 SECRETARY
1.00 		0 0 0
2033 MONKS HOLLOW DRIVE
FLORISSANT,MO63031
MICHELLE O'TOOLE VICE PRESIDENT
1.00 		0 0 0
838 KILLINEY DRIVE
MANCHESTER,MO63021
CHRIS SOMMER TREASURER
1.00 		0 0 0
5562 FIRELEAF DRIVE
ST LOUIS,MO63129
CON MCGRATH BOARD MEMMBER
1.00 		0 0 0
13209 THORNHILL DRIVE
ST LOUIS,MO63131
BRANDON WILKES BOARD MEMMBER
1.00 		0 0 0
3915 DUNN ROAD
HAZELWOOD,MO63042
PAUL ROBINSON BOARD MEMMBER
1.00 		0 0 0
4220 DUNCAN AVE SUITE 201
ST LOUIS,MO63110
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
4,353,737
b
Average of monthly cash balances.......................
1b
133,968
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,487,705
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
4,487,705
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
67,316
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,420,389
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
221,019
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
221,019
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,142
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,142
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
218,877
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
218,877
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
218,877
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, line 26, column (d) ..........
1a
233,866
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
233,866
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 218,877
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 159,452
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 233,866
a Applied to 2024, but not more than line 2a 159,452
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 2025 distributable amount..... 74,414
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		144,463
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

All Nations

2760 Union Road
St Louis,MO63125 		    Support the aquisition of a development consultant. 4,000

Christian Friends of New Americans

5515 S Grand Blvd
St Louis,MO63111 		    Support the new building project. 20,000

Bridge of Hope Ministries of the MidAmerica District of the Christian Miss

4001 Cottage Avenue
St Louis,MO63113 		    Support the medical recuperative care program. 40,000

Restoration House Inc

2912 Chippewa Street
St Louis,MO63118 		    Support the Dream Builders program. 15,000

One Classroom

PO Box 221447
St Louis,MO63122 		    Support hiring additional development staff. 45,000

Reach Reproductive Health

11977 St Charles Rock Rd Ste 132
Bridgeton,MO63103 		    Support the St. Peters Branch expansion program. 40,000

One Heart Family Ministries

112465 Olive Blvd
St Louis,MO63141 		    Support hiring the Family Connections Specialist position. 17,500
Total ................................. 3a 181,500
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 74  
4 Dividends and interest from securities ....     14 133,474  
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 84,568  
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) .. 0 218,116 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
218,116
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 9,178 6,425   0

TY 2025 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) 68,819 67,914
JANUS HENDERSON FLEXIBLE (JFLEX) 74,252 71,948
CLEARSHARES ULTRA SHORT (OPER) 62,788 62,719
HUSSMAN STRATEGIC TOTAL (HSTRX) 3,631 4,558
SPDR BLOOMBERG 1 3 MNTH (BIL) 62,735 62,687
PERMANENT PORTFOLIO VERSATILE BOND (PRVBX) 87,946 90,306
INVESCO PREFERRED ETF (PGX) 37,959 37,036
SPDR SHORT TERM (SPSB) 94,452 95,070
ST SRT FIXED INCM SCTR (FISR) 94,046 93,872
ST SRT SPDR PRTFL L T (SPLB) 890 903
ST STRT SPDR BLMBG HGH (JNK) 27,061 27,122
STATE STREET BLACKSTONE (SRLN) 22,777 22,699

TY 2025 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) 21,114 30,662
CHEVRON CORP (CVX) 70,931 70,261
CITIGROUP INC (C) 31,834 66,163
FAIRFAX FINL HL (FRFHF) 20,450 41,934
FEDEX CORP (FDX) 72,179 90,702
GENERAL MOTORS CO (GM) 33,615 64,731
JOHNSON & JOHNSON (JNJ) 61,912 79,055
JPMORGAN CHASE & CO (JPM) 33,312 58,000
LENNAR CORP (LEN) 60,202 53,045
LIBERTY GLOBAL INC (LBTYK) 52,836 48,918
MAGNA INTL INC (MGA) 72,446 81,336
MICROSOFT CORP (MSFT) 48,603 61,420
POWER CORP CANADA (PWCDF) 32,316 60,331
THOR INDUSTRIES INC (THO) 60,409 70,226
VODAFONE GROUP (VOD) 67,800 86,750
CAMELOT EVENT DRIVEN (EVDAX) 1,576 1,789
STANDPOINT MULTI-ASSET INVESTOR (REMIX) 4,037 4,540
DOLLAR GEN CORP (DG) 35,568 62,667
AIR PRODS & CHEMS INC (APD) 6,075 5,434
AMGEN INC (AMGN) 5,976 6,874
DISNEY WALT CO (DIS) 4,203 4,665
SYSCO CORP (SYY) 2,854 4,128
AFFIRM HLDGS INC (AFRM) 5,126 10,122
AGILENT TECHNOLOGIES INC (A) 3,211 3,266
ALBEMARLE CORP (ALB) 6,849 14,993
AMAZON.COM INC (AMZN) 4,044 4,386
APA CORP (APA) 6,563 8,830
AUTODESK INC (ADSK) 4,257 4,440
BHP GROUP LTD (BHP) 3,230 3,864
BIRCHCLIFF ENERGY LTD (BIREF) 7,153 9,476
BP PLC (BP) 7,018 7,502
BROADCOM INC (AVGO) 3,833 6,230
CAMECO CORP (CCJ) 4,092 7,319
CANADIAN NAT RES LTD (CNQ) 3,208 3,520
CANADIAN PACIFIC KANSA (CP) 7,240 6,921
CHARLES SCHWAB CORP (SCHW) 2,870 4,096
CONOCOPHILLIPS (COP) 3,192 2,996
COSTCO WHSL CORP (COST) 7,582 6,899
DEVON ENERGY CORP (DVN) 6,230 6,703
EXXON MOBIL CORP (XOM) 3,186 3,490
FREEPORT-MCMORAN INC (FCX) 3,177 4,114
GLENCORE PLC (GLNCY) 6,440 9,148
HF SINCLAIR CORP (DINO) 6,498 8,893
ILLINOIS TOOL WKS INC (ITW) 3,032 2,956
IPG PHOTONICS CORP (IPGP) 6,363 7,590
LOCKHEED MARTIN CORP (LMT) 3,504 3,386
META PLATFORMS INC (META) 4,168 4,621
MORGAN STANLEY (MS) 3,952 5,681
MURPHY OIL CORP (MUR) 6,524 8,219
NUCOR CORP (NUE) 3,258 4,241
NUTRIEN LTD (NTR) 3,145 4,320
NVIDIA CORP (NVDA) 4,038 5,595
OCCIDENTAL PETE CORP (OXY) 6,282 5,880
OVINTIV INC (OVV) 3,199 3,174
PALANTIR TECHNOLOGIES (PLTR) 939 5,688
PARKER-HANNIFIN CORP (PH) 3,058 4,395
PHILLIPS 66 (PSX) 6,350 7,484
RIO TINTO PLC (RIO) 5,838 7,683
RYDER SYS INC (R) 2,824 3,636
SOUTH32 LTD (SOUHY) 3,035 3,534
TEXAS PACIFIC LAND CORP (TPL) 7,674 6,893
TPG INC (TPG) 3,956 4,150
TWILIO INC (TWLO) 3,576 5,547
UBER TECHNOLOGIES (UBER) 3,211 4,167
VALE S A (VALE) 5,902 8,066
VIPER ENERGY INC (VNOM) 7,883 7,533
VISA INC (V) 4,275 4,910
WILLIAMS SONOMA INC (WSM) 3,943 3,750
WYNN RESORTS LTD (WYNN) 2,838 4,091
SPDR INDEX SHARES EMERG (SPEM) 73,168 76,394
SPDR PORTFOLIO DVLPD (SPDW) 86,444 92,728
SPDR S&P INTERNATIONAL (GWX) 17,339 18,264
SPDR S&P 500 ETF (SPY) 212,134 222,306
ST ST US SECTOR (XLSR) 118,317 126,925
ST SRT SPDR PRTFL S&P (SPMD) 22,186 22,932
ST STRET SPDR PRTFL S&P (SPSM) 51,873 54,732
ARROW ELECTRS INC (ARW) 65,768 60,819
APPLOVIN CORP (APP) 4,243 12,129
ARM HLDGS PLC EQUITY (ARM) 4,126 4,482
LULULEMON ATHLETICA INC (LULU) 8,586 8,936
MILLROSE PPTYS INC (MRP) 4,152 5,168
STRUCTURE THERAPEUTICS (GPCR) 5,831 19,126
ISHARES MSCI SWITZERLAND (EWL) 89,129 101,452

TY 2025 InvestmentsGovtObligationsSch
Name:
THE BARBARA AND HELEN BROWN FAMILY FDN
EIN:
27-0167894
US Government Securities - End of Year Book Value:

765,285
US Government Securities - End of Year Fair Market Value:

769,313
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 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 37,337 93,039
SPROTT PHYSICAL GOLD (PHYS) AT COST 59,095 104,178
ISHARES SILVER TRUST (SLV) AT COST 77,096 185,143
SPDER GOLD SHARES (GLD) AT COST 277,031 449,812
AGR MANAGED FUTURES STRATEGY (AQMIX) AT COST 1,580 1,840
PERMANENT PORTFOLIO PERM (PRPFX) AT COST 31,000 46,720
INFRACAP REIT PREFERRED (PFFR) AT COST 57,307 55,628
INVESCO CURRENCY SHARES (FXA) AT COST 5,968 6,213
INVESCO CURRENCY SHARES (FXC) AT COST 5,952 6,122
INVESCO CURRENCY SHARES (FXF) AT COST 53,339 57,697
SPROTT PHYSICAL PLATINUM (SPPP) AT COST 37,248 67,175
AMERICAN TOWER CORP (AMT) AT COST 7,613 6,847
AVALONBAY CMNTYS INC (AVB) AT COST 7,693 7,071
BXP INC (BXP) AT COST 3,000 2,834
CENTERSPACE (CSR) AT COST 3,148 3,136
DIGITAL RLTY TR INC (DLR) AT COST 2,860 2,630
ESSEX PPTY TR INC (ESS) AT COST 3,107 2,879
FEDERAL RLTY INVT (FRT) AT COST 3,106 2,822
KIMCO RLTY CORP (KIM) AT COST 3,061 2,716
OUTFRONT MEDIA INC (OUT) AT COST 2,843 4,025
PROLOGIS INC (PLD) AT COST 3,226 3,830
REGENCY CTRS CORP (REG) AT COST 3,106 2,968
SIMON PPTY GROUP INC (SPG) AT COST 3,001 3,332
STAG INDL INC (STAG) AT COST 5,996 6,396
UDR INC (UDR) AT COST 7,658 7,226
UMH PPTYS INC (UMH) AT COST 8,002 7,923
WEYERHAEUSER CO (WY) AT COST 3,226 2,677
SPDR BLOOMBERG ENCD (CERY) AT COST 26,334 26,780

TY 2025 OtherDecreasesSchedule
Name:
THE BARBARA AND HELEN BROWN FAMILY FDN
EIN:
27-0167894
Description Amount
Net gain/loss adjustment 3,205


TY 2025 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 3,340 0   0
Other Expenses 3,647 547   3,100
Other Expense Refunded -374 0   0


TY 2025 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 48,360 48,360   0
Contract manager 57,960 8,694   49,266