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Nonprofiteer
← BROWN UNIVERSITY OF PROVIDENCE

Form 990 for tax year 2023

Filed by BROWN UNIVERSITY OF PROVIDENCE.

Totals

Total revenue
$1,645,616,164
Total expenses
$1,715,970,020
Contributions and grants received
$659,667,235
Grants paid
$424,749,311
Program service revenue
$998,778,571
Investment income
-$13,404,060
Other revenue
$574,418
Total assets, end of year
$10,038,579,738
Total liabilities, end of year
$1,728,842,551
Net assets or fund balances, end of year
$8,309,737,187
Program services expenses (Part IX)
$1,554,740,509
Management and general expenses
$119,851,521
Fundraising expenses
$41,377,990
Program service expenses (Part III)
$1,554,740,509

Program services were 90.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JANE DIETZE

    VP & Chief Investment Officer

    Total calculated
    $3,230,378
    From this org
    $2,900,456
    From related orgs
    $0
    Other
    $329,922
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $729,882
    Bonus
    $1,474,000
    Other
    $696,574
    Deferred
    $275,900
    Nontaxable benefits
    $54,022
    Filer's total
    $3,230,378

  • CHRISTINA PAXSON

    PRESIDENT/FELLOW

    Total calculated
    $3,177,590
    From this org
    $2,634,685
    From related orgs
    $0
    Other
    $542,905
    Hours/week
    55 + 1.2 related

    Schedule J breakdown matched by us

    Base
    $1,312,685
    Bonus
    $1,250,000
    Other
    $72,000
    Deferred
    $382,500
    Nontaxable benefits
    $160,405
    Filer's total
    $3,177,590

  • JOSHUA T KENNEDY

    MANAGING DIRECTOR

    Total calculated
    $1,436,365
    From this org
    $1,287,835
    From related orgs
    $0
    Other
    $148,530
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $445,535
    Bonus
    $800,000
    Other
    $42,300
    Deferred
    $117,567
    Nontaxable benefits
    $30,963
    Filer's total
    $1,436,365

  • PETER LEVINE

    MANAGING DIRECTOR

    Total calculated
    $1,309,904
    From this org
    $1,154,412
    From related orgs
    $0
    Other
    $155,492
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $410,462
    Bonus
    $700,000
    Other
    $43,950
    Deferred
    $109,233
    Nontaxable benefits
    $46,259
    Filer's total
    $1,309,904

  • GRACE CALHOUN

    VP FOR ATHLETICS & RECREATION

    Total calculated
    $1,223,479
    From this org
    $1,086,282
    From related orgs
    $0
    Other
    $137,197
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $684,289
    Bonus
    $192,600
    Other
    $209,393
    Deferred
    $125,900
    Nontaxable benefits
    $11,297
    Filer's total
    $1,223,479

  • MUKESH JAIN

    DEAN OF BIO & MED

    Total calculated
    $1,100,552
    From this org
    $1,045,714
    From related orgs
    $0
    Other
    $54,838
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,016,014
    Bonus
    $0
    Other
    $29,700
    Deferred
    $25,900
    Nontaxable benefits
    $28,938
    Filer's total
    $1,100,552

  • ERICA NOURJIAN

    HEAD OF OPERATIONS-INVESTMENTS

    Total calculated
    $1,040,137
    From this org
    $901,312
    From related orgs
    $0
    Other
    $138,825
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $424,912
    Bonus
    $450,000
    Other
    $26,400
    Deferred
    $109,233
    Nontaxable benefits
    $29,592
    Filer's total
    $1,040,137

  • SERGIO GONZALEZ

    SVP FOR ADVANCEMENT

    Total calculated
    $915,670
    From this org
    $858,676
    From related orgs
    $0
    Other
    $56,994
    Hours/week
    55 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $738,493
    Bonus
    $0
    Other
    $120,183
    Deferred
    $25,900
    Nontaxable benefits
    $31,094
    Filer's total
    $915,670

  • SARAH LATHAM

    EVP FIN & ADMIN

    Total calculated
    $871,751
    From this org
    $835,416
    From related orgs
    $0
    Other
    $36,335
    Hours/week
    55 + 1.7 related

    Schedule J breakdown matched by us

    Base
    $790,416
    Bonus
    $0
    Other
    $45,000
    Deferred
    $25,900
    Nontaxable benefits
    $10,435
    Filer's total
    $871,751

  • KATIE GALVIN

    INVESTMENT DIRECTOR

    Total calculated
    $858,009
    From this org
    $770,140
    From related orgs
    $0
    Other
    $87,869
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $259,913
    Bonus
    $493,000
    Other
    $17,227
    Deferred
    $64,636
    Nontaxable benefits
    $23,233
    Filer's total
    $858,009

  • JACK ELIAS

    FORMER SVP HEALTH AFFAIRS

    Total calculated
    $797,688
    From this org
    $749,774
    From related orgs
    $0
    Other
    $47,914
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $716,999
    Bonus
    $0
    Other
    $32,775
    Deferred
    $25,900
    Nontaxable benefits
    $22,014
    Filer's total
    $797,688

  • LAWRENCE E LARSON

    INTERIM PROVOST (UNTIL 6/23)

    Total calculated
    $637,059
    From this org
    $581,584
    From related orgs
    $0
    Other
    $55,475
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $540,703
    Bonus
    $0
    Other
    $40,881
    Deferred
    $32,500
    Nontaxable benefits
    $22,975
    Filer's total
    $637,059

  • FRANCIS J DOYLE

    PROVOST (7/1/23-ON)

    Total calculated
    $623,122
    From this org
    $478,673
    From related orgs
    $0
    Other
    $144,449
    Hours/week
    55 + 1.2 related

    Schedule J breakdown matched by us

    Base
    $425,262
    Bonus
    $30,000
    Other
    $23,411
    Deferred
    $0
    Nontaxable benefits
    $144,449
    Filer's total
    $623,122

  • MICHAEL WHITE

    VP FIN & ADMIN SVCS & CFO

    Total calculated
    $549,873
    From this org
    $521,306
    From related orgs
    $0
    Other
    $28,567
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $467,212
    Bonus
    $0
    Other
    $54,094
    Deferred
    $25,900
    Nontaxable benefits
    $2,667
    Filer's total
    $549,873

  • RUSSELL CAREY

    FORMER INTERIM EVP FIN

    Total calculated
    $535,219
    From this org
    $458,192
    From related orgs
    $0
    Other
    $77,027
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $422,092
    Bonus
    $0
    Other
    $36,100
    Deferred
    $33,000
    Nontaxable benefits
    $44,027
    Filer's total
    $535,219

  • JILL PIPHER

    VP FOR RESEARCH

    Total calculated
    $473,957
    From this org
    $435,936
    From related orgs
    $0
    Other
    $38,021
    Hours/week
    55 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $399,836
    Bonus
    $0
    Other
    $36,100
    Deferred
    $36,600
    Nontaxable benefits
    $1,421
    Filer's total
    $473,957

  • KEVIN MCLAUGHLIN

    FORMER DEAN OF FACULTY

    Total calculated
    $468,692
    From this org
    $403,671
    From related orgs
    $0
    Other
    $65,021
    Hours/week
    55 + 0.7 related

    Schedule J breakdown matched by us

    Base
    $359,238
    Bonus
    $0
    Other
    $44,433
    Deferred
    $36,600
    Nontaxable benefits
    $28,421
    Filer's total
    $468,692

  • LEAH VANWEY

    DEAN OF THE FACULTY

    Total calculated
    $440,610
    From this org
    $376,308
    From related orgs
    $0
    Other
    $64,302
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $363,108
    Bonus
    $0
    Other
    $13,200
    Deferred
    $25,900
    Nontaxable benefits
    $38,402
    Filer's total
    $440,610

  • MICHAEL GUGLIELMO JR

    VP FOR FACILITIES & CAMPUS OPS

    Total calculated
    $425,496
    From this org
    $351,127
    From related orgs
    $0
    Other
    $74,369
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $318,627
    Bonus
    $0
    Other
    $32,500
    Deferred
    $36,600
    Nontaxable benefits
    $37,769
    Filer's total
    $425,496

  • RICHARD LOCKE

    FORMER PROVOST

    Total calculated
    $117,459
    From this org
    $116,187
    From related orgs
    $0
    Other
    $1,272
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $16,171
    Bonus
    $0
    Other
    $100,016
    Deferred
    $970
    Nontaxable benefits
    $302
    Filer's total
    $117,459

  • JOHN C ATWATER

    FELLOW

    Total calculated
    $0
    Hours/week
    2

  • SANGEETA N BHATIA

    FELLOW

    Total calculated
    $0
    Hours/week
    2

  • RICHARD A FRIEDMAN

    SECRETARY/FELLOW

    Total calculated
    $0
    Hours/week
    2

  • ROBERT P GOODMAN

    FELLOW

    Total calculated
    $0
    Hours/week
    2

  • JEFFREY F HINES

    FELLOW

    Total calculated
    $0
    Hours/week
    2

  • JIM YONG KIM

    FELLOW

    Total calculated
    $0
    Hours/week
    2

  • BRIAN T MOYNIHAN

    FELLOW

    Total calculated
    $0
    Hours/week
    2

  • ALISON S RESSLER

    FELLOW

    Total calculated
    $0
    Hours/week
    2

  • JOAN WERNIG SORENSON

    FELLOW

    Total calculated
    $0
    Hours/week
    2

  • NANCY G ZIMMERMAN

    FELLOW

    Total calculated
    $0
    Hours/week
    2

  • PREETHA BASAVIAH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ANGELIQUE G BRUNNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • A RICHARD CAPUTO JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SUSAN Y CHON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOSEPH DOWLING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARCIA J DUNN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOSEPH E EDELMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JAMES P ESPOSITO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JILL FURMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ELDRIDGE H GILBERT III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • XOCHITL GONZALEZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • THERESIA GOUW

    TREASURER/TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • OLIVER HAARMANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SHANELLE CHAMBERS HAILE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ALAN G HASSENFELD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOSEPH P HEALEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • AYANNA MACCALLA HOWARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • EARL E HUNT II

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MITCHELL R JULIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PABLO G LEGORRETA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CARLOS LEJNIEKS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • FRAYDA B LINDEMANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • RUSSELL E MALBROUGH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SAMUEL M MENCOFF

    CHANCELLOR/TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • HARALD O MIX

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JENNIFER B MOSES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOELLE A MURCHISON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PERRI A PELTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • GREG PENNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SRIDHAR RAMASWAMY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PAMELA RESS REEVES

    VICE CHANCELLOR/TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MYA L ROBERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • AMRA SABIC-EL-RAYESS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SARA LEPPO SAVAGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • OMAR K SHOMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DONNA MCGRAW WEISS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • GLADYS XIQUES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM ZHOU

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARIA T ZUBER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1a · Personal services (maid, chauffeur, chef)
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 1A
RESIDENCE FOR PERSONAL USE WAS PROVIDED TO THE FOLLOWING INDIVIDUALS: PRESIDENT - AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE EMPLOYER, THE PRESIDENT IS REQUIRED TO LIVE IN UNIVERSITY HOUSING. THEREFORE, NONE OF THE BENEFIT WAS TREATED AS TAXABLE COMPENSATION. PROVOST - AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE EMPLOYER, THE PROVOST IS REQUIRED TO LIVE IN UNIVERSITY HOUSING. THEREFORE, NONE OF THE BENEFIT WAS TREATED AS TAXABLE COMPENSATION. THE PRESIDENT'S HOUSEHOLD SERVICES ASSISTANT PROVIDES SOME PERSONAL SERVICES FOR THE PRESIDENT. THE PRESIDENT REIMBURSES THE UNIVERSITY BY CHECK FOR THESE SERVICES. ONE KEY EMPLOYEE AND ONE HIGHLY COMPENSATED EMPLOYEE RECEIVED A GROSS-UP PAYMENT IN 2023, WHICH ARE REPORTED AS TAXABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN (B)(III). ONE HIGHLY COMPENSATED EMPLOYEE RECEIVES AN ALLOWANCE FOR SOCIAL CLUB DUES, WHICH IS REPORTED AS TAXABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN (B)(III). THE UNIVERSITY PAYS FOR SOCIAL CLUB DUES ON BEHALF OF TWO KEY EMPLOYEES AND ONE HIGHLY COMPENSATED EMPLOYEE TO CONDUCT UNIVERSITY BUSINESS. THIS IS NOT CONSIDERED TAXABLE INCOME. TWO KEY EMPLOYEES TRAVELED FIRST CLASS FOR BUSINESS. THE REIMBURSEMENTS OF THIS BUSINESS TRAVEL EXPENSE ARE CONSIDERED NON-TAXABLE. ONE KEY EMPLOYEE TRAVELED VIA CHARTER FLIGHT FOR BUSINESS PURPOSES. THIS EXPENSE IS CONSIDERED NON-TAXABLE. SCHEDULE J, PART I, LINE 1B IN LIEU OF A STANDARDIZED WRITTEN POLICY, SENIOR OFFICERS WERE ISSUED AN ADDENDUM TO THEIR COMPENSATION LETTER APPROVED BY THE CHANCELLOR, OUTLINING THE TREATMENT OF THE HOUSING ITEM LISTED IN PART I, LINE 1A. ADDENDUM TO THEIR COMPENSATION LETTER APPROVED BY THE CHANCELLOR, OUTLINING THE TREATMENT OF THE HOUSING ITEM LISTED IN PART I, LINE 1A.
SCHEDULE J, PART I, LINE 4B
TERMS & CONDITIONS OF SUPPLEMENTAL RETIREMENT PLAN AND PAYMENT IN CALENDAR YEAR 2023: EFFECTIVE JULY 1, 2021, THE UNIVERSITY ENTERED INTO AN ADDITIONAL DEFERRED COMPENSATION AGREEMENT. UNDER THE PLAN THE ORGANIZATION DEPOSITS CERTAIN AMOUNTS TO THE PRESIDENT'S DEFERRED COMPENSATION ACCOUNT EACH JUNE 30TH THROUGH JUNE 30, 2025. THE AMOUNTS DEPOSITED FOR CALENDAR YEAR 2023 WAS $350,000. SUCH AMOUNTS VEST OVER THE COURSE OF THE AGREEMENT SO LONG AS THE PRESIDENT REMAINS CONTINUOUSLY EMPLOYED BY THE UNIVERSITY THROUGH EACH VESTED DATE. NO AMOUNTS VESTED UNDER THIS PLAN IN 2023. EFFECTIVE JAN. 1, 2020, JANE DIETZE PARTICIPATES IN A DEFERRED COMPENSATION ARRANGEMENT. UNDER THE ARRANGEMENT, $2 MILLION WILL ACCRUE A RETURN EQUIVALENT TO THE ENDOWMENT RETURN. 20% OF THE ORIGINAL BALANCE PLUS EARNINGS WILL VEST EACH YEAR ON JANUARY 1 PROVIDED SHE REMAINS EMPLOYED BY THE UNIVERSITY ON SUCH DATES. $644,074 VESTED ON JANUARY 1, 2023 AND IS REPORTED IN SCHEDULE J, PART II, COLUMN B(III) EFFECTIVE MARCH 18, 2021, GRACE CALHOUN PARTICIPATES IN A DEFERRED COMPENSATION ARRANGEMENT. UNDER THE ARRANGEMENT, SHE WILL RECEIVE $100,000 PER YEAR, PAYABLE EVERY 3 YEARS OR UPON EXPIRATION OF THE AGREEMENT. IN 2023, NO AMOUNT VESTED UNDER THIS PLAN. CERTAIN INVESTMENT OFFICE PROFESSIONALS PARTICIPATE IN A DEFERRED COMPENSATION ARRANGEMENT. UNDER THE ARRANGEMENT, INDIVIDUALS ARE AWARDED AN ANNUAL AMOUNT SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. AMOUNTS AWARDED UNDER THE PLAN VEST AND ARE PAID AFTER THREE YEARS. THE AMOUNT PAID MAY BE ADJUSTED BASED ON ENDOWMENT PERFORMANCE. IN 2023, NO AMOUNT WAS VESTED OR PAID UNDER THE PLAN. SCHEDULE J, PART I, LINE 7 THE UNIVERSITY OFFERS INCENTIVE COMPENSATION TO SENIOR PROFESSIONALS IN THE INVESTMENT OFFICE BASED UPON THE UNIVERSITY'S INVESTMENT PERFORMANCE AND OTHER QUALITATIVE FACTORS. THE UNIVERSITY ALSO MAKES NON-FIXED PAYMENTS TO CERTAIN EMPLOYEES FROM TIME TO TIME, BASED ON PERFORMANCE DURING THE YEAR.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • TS TRANSPORT I

    UNRELATED · INVESTMENTS · NY · 86.142% owned · share of income $170,634 · share of assets -$3,618,126

    Directly controlled by BROWN UNIVERSIT

  • VSV CO-INVEST II LLC

    EXCLUDED · INVESTMENTS · MI · 100% owned · share of income $6,806,946 · share of assets $860

    Directly controlled by BROWN UNIVERSIT

  • EVERGREEN INCOME TRUST LLC

    EXCLUDED · INVESTMENTS · NY · 68.99% owned · share of income $189,236 · share of assets -$535,360

    Directly controlled by BROWN UNIVERSIT

  • JAMESON AT WOOD QUAY LLC

    EXCLUDED · INVESTMENTS · NY · 92.989% owned · share of income -$2,214,644 · share of assets $75,393,521

    Directly controlled by BROWN UNIVERSIT

  • HS INVESTMENTS IV M LP

    EXCLUDED · INVESTMENTS · GK · 52.632% owned · share of income $184 · share of assets $5,025,667

    Directly controlled by BROWN UNIVERSIT

  • REGENT OPPORTUNITY FUND V BLOCKER II LLC

    EXCLUDED · INVESTMENTS · CA · 100% owned · share of income $0 · share of assets $10,239,519

    Directly controlled by BROWN UNIVERSIT

  • ROF V DTSD BLOCKER LLC

    EXCLUDED · INVESTMENTS · CA · 96% owned · share of income $0 · share of assets $5,635,989

    Directly controlled by BROWN UNIVERSIT

  • STRIPES IV PEACHTREE LP

    EXCLUDED · INVESTMENTS · NY · 100% owned · share of income $0 · share of assets $8,561,595

    Directly controlled by BROWN UNIVERSIT

  • WELLINGTON TRUST COMPANY

    EXCLUDED · INVESTMENTS · MA · 67.615% owned · share of income $760,987 · share of assets $30,868,199

    Directly controlled by BROWN UNIVERSIT

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE GIFT ANNUITY FUND (2)

    TRUST · SUPPORT · MA

    Directly controlled by NA

  • CHARITABLE REMAINDER ANNUITY TRUST (6)

    TRUST · SUPPORT · MA

    Directly controlled by NA

  • CHARITABLE REMAINDER UNITRUST (70)

    TRUST · SUPPORT · MA

    Directly controlled by NA

  • POOLED INCOME (3)

    TRUST · SUPPORT · MA

    Directly controlled by NA

  • BROWN CAYMAN I

    C CORP · INVESTMENTS · CJ · 100% owned · share of income $55,924,879 · share of assets $425,250,445 · controlled entity

    Directly controlled by BROWN

  • NEW HOLLAND TACTICAL ALPHA OFFSHORE FUND

    C Corp · INVESTMENTS · CJ · 39.79% owned · share of income -$211,008 · share of assets $71,233,256 · controlled entity

    Directly controlled by BROWN

  • GUMSHOE OFFSHORE FUND LTD

    C CORP · INVESTMENTS · CJ · 55.6% owned · share of income -$346,779 · share of assets $21,718,708 · controlled entity

    Directly controlled by BROWN

Provenance

Return type
form_990
Tax year
2023
Filed
7 May 2025
IRS schema version
2023v6.0
Source object
202541359349309534

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