2024-05-15T21:55:27-05:00 2023-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 40 WESTMINSTER STREET SUITE 600 PROVIDENCE RI 02903 990 2022-07-01 237067506 MOSES BROWN SCHOOL FOUNDATION MOSE 4018317350 250 LLOYD AVENUE PROVIDENCE RI 02906 SHAUN LEVESQUE TREASURER 4018317350 2024-05-15 1 SHAUN LEVESQUE XXX-XX-XXXX 1 EVA MRUK P00543254 4016216200 2024-04-30 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z REZA TALEGHANI 250 LLOYD AVENUE PROVIDENCE RI 02906 6091193 0 X N/A X 1970 RI TO HOLD AND MANAGE AN ENDOWMENT FOR THE SUPPORT AND BENEFIT OF MOSES BROWN SCHOOL. 3 3 0 10 0 0 1332066 1384214 0 0 1494610 1718569 0 0 2826676 3102783 1761535 2164265 0 0 0 0 0 0 0 111121 92813 1872656 2257078 954020 845705 46744362 49407329 0 0 46744362 49407329 X MOSES BROWN SCHOOL FOUNDATION OPERATES EXCLUSIVELY FOR THE SUPPORT AND BENEFIT OF MOSES BROWN SCHOOL, A NON-PROFIT EDUCATIONAL INSTITUTION IN PROVIDENCE, RHODE ISLAND. THE FOUNDATION HOLDS AN ENDOWMENT FUND THAT IS INVESTED IN A MEDIUM THROUGH WHICH FUTURE AS WELL AS PRESENT FINANCIAL NEEDS OF THE SCHOOL MAY BE FULFILLED. 0 0 2164265 2164265 0 THE FOUNDATION HOLDS THE ENDOWMENT ASSETS FOR THE BENEFIT OF MOSES BROWN SCHOOL, AND ASSUMES RESPONSIBILITY FOR THE PRUDENT INVESTING OF THE INVESTMENTS TO MAXIMIZE LONG-TERM GROWTH AND INCOME TO SUPPORT THE SCHOOL'S OPERATIONS AND CAPITAL PROJECTS. INDIVIDUAL AND CORPORATE DONATIONS TO THE MOSES BROWN SCHOOL ARE CONTRIBUTED TO THE SCHOOL AND THE SCHOOL MAKES MONTHLY TRANSFERS TO THE FOUNDATION FOR INVESTMENT, AND ON AN ANNUAL AND ONGOING BASIS, THE FOUNDATION MAKES GRANTS TO THE SCHOOL FOR APPROPRIATIONS FOR EXPENDITURES. 2164265 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X SHARON BRAY 4018317350 250 LLOYD AVENUE PROVIDENCE RI 02906 X SHAUN LEVESQUE TRUSTEE, TREASURER MOSES B 1.00 2.00 X X 0 0 0 REZA TALEGHANI TRUSTEE, CLERK MOSES BROWN 1.00 3.00 X X 0 0 0 JANE RITSON-PARSONS TRUSTEE, CLERK MOSES BROWN 1.00 3.00 X X 0 0 0 0 0 0 0 0 0 0 0 1384214 1384214 622161 622161 4084818 2988410 1096408 1096408 1096408 3102783 0 0 1718569 2164265 2164265 92813 92813 2257078 2164265 92813 0 272490 467971 30001525 32281133 16470347 16658225 46744362 49407329 0 0 X 13989312 14566824 32755050 34840505 46744362 49407329 46744362 49407329 845705 3461958 -1644696 0 X 0 1 X 0 0 X X 1 MOSES BROWN SCHOOL 050258906 2 1 2164265 0 1 2164265 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45176740 1142742 5006690 3650191 47675981 52103664 791330 -6045521 1672733 45176740 39813070 2031149 11833213 1573768 52103664 37771404 1310796 2072621 1341751 39813070 36055400 1566462 1318119 1168577 37771404 0.26922 0.49493 0.23585 0 0 0 PRIVATELY-HELD PARTNERSHIP INVESTMENTS 16658225 F 16658225 X 36284136 3461958 29812208 33274166 3009970 92813 92813 3102783 34132556 31968291 31968291 2164265 92813 92813 2257078 PART V, LINE 4: THE ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS THAT HAVE BEEN ESTABLISHED FOR A NUMBER OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS THAT HAVE BEEN DESIGNATED AS AN ENDOWMENT BY THE BOARD OF TRUSTEES OF THE SUPPORTED ORGANIZATION, MOSES BROWN SCHOOL. THE PURPOSE OF THE FOUNDATION'S ENDOWMENT FUNDS IS TO ESTABLISH A MEDIUM THROUGH WHICH FUTURE AS WELL AS PRESENT FINANCIAL NEEDS OF THE MOSES BROWN SCHOOL MAY BE FULFILLED. PART X, LINE 2: THE FOUNDATION IS INCLUDED IN THE MOSES BROWN SCHOOL CONSOLIDATED FINANCIAL STATEMENTS WHICH HAS THE FOLLOWING FOOTNOTE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES: THE FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO JUNE 30, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE ATTRIBUTABLE TO CONSOLIDATED ENTITIES 29,812,208. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES ATTRIBUTABLE TO CONSOLIDATED ENTITIES 31,968,291. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 7176785 0 0 0 0 0 0 7176785 0 7176785 0 0 1 0 1 0 PART III ACCOUNTING METHOD: PART IV, FOREIGN FORMS, LINE 1: THE ORGANIZATION IS NOT REQUIRED TO FILE FORMS 5471 AND 8865 BECAUSE IT DOES NOT MEET THE APPLICABLE REQUIREMENTS FOR FILING. 1 MOSES BROWN SCHOOL 250 LLOYD AVENUE PROVIDENCE RI 02906 050258096 501(C)(3) 2164265 0 SUPPORT FOR THE GENERAL OPERATIONS OF MOSES BROWN SCHOOL 1 0 PART I, LINE 2: THE FOUNDATION MAKES MONTHLY GRANTS TO MOSES BROWN SCHOOL, ITS SUPPORTED ORGANIZATION. THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS VIA COMMON MANAGEMENT AND BOARD MEMBERS. THE GRANT FUNDS ARE AWARDED TO SUPPORT THE OPERATIONS OF MOSES BROWN SCHOOL. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH ANY AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE CONTROLLER OF MOSES BROWN SCHOOL AND A COMPLETE COPY IS PROVIDED TO ALL MEMBERS OF THE FOUNDATION'S BOARD OF TRUSTEES FOR THEIR REVIEW AND COMMENT. ANY ISSUES ARE ADDRESSED AND THE FINAL VERSION OF THE RETURN IS APPROVED FOR FILING BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12 ALTHOUGH THE FOUNDATION DOES NOT HAVE ITS OWN POLICIES, IT FOLLOWS THE CONFLICT OF INTEREST POLICY OF THE MOSES BROWN SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S TRUST DOCUMENT IS AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION. MOSES BROWN SCHOOL INCORPORATED 250 LLOYD AVENUE PROVIDENCE RI 02906 050258906 EDUCATIONAL RI 501(C)(3) LINE 2 N/A 0 MOSES BROWN SCHOOL HOLDINGS INCORPORATED 250 LLOYD AVENUE PROVIDENCE RI 02906 050393999 TITLE HOLDING COMPANY RI MOSES BROWN SCHOOL INCORPORATED C 0 MOSES BROWN SCHOOL FACILITIES INCORPORATED 250 LLOYD AVENUE PROVIDENCE RI 02906 871012298 TITLE HOLDING COMPANY RI MOSES BROWN SCHOOL INCORPORATED C 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0