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Nonprofiteer
← MOSES BROWN SCHOOL FOUNDATION

Form 990 for tax year 2023

Filed by MOSES BROWN SCHOOL FOUNDATION.

Totals

Total revenue
$2,441,286
Total expenses
$2,432,959
Contributions and grants received
$1,505,992
Grants paid
$2,321,715
Program service revenue
$0
Investment income
$935,294
Other revenue
$0
Total assets, end of year
$55,058,917
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$55,058,917
Program services expenses (Part IX)
$2,321,715
Management and general expenses
$111,244
Fundraising expenses
$0
Program service expenses (Part III)
$2,321,715

Program services were 95.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $1,505,992

  • 3 · Investment income

    total $794,667 · excluded $794,667

  • 7a · Gross sales of assets other than inventory

    securities $2,479,079

  • 7b · Less cost or other basis and sales expenses

    securities $2,338,452

  • 7c · Gain or loss

    securities $140,627

  • 7d · Net gain or loss

    total $140,627 · excluded $140,627

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,321,715 · program services $2,321,715

  • 11f · Fees: investment management

    total $111,244 · management and general $111,244

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $467,971 · end of year $688,239

  • 11 · Investments: publicly traded securities

    beginning of year $32,281,133 · end of year $36,911,472

  • 12 · Investments: other securities

    beginning of year $16,658,225 · end of year $17,459,206

  • 27 · Net assets without donor restrictions

    beginning of year $14,566,824 · end of year $15,710,961

  • 28 · Net assets with donor restrictions

    beginning of year $34,840,505 · end of year $39,347,956

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

TO HOLD AND MANAGE AN ENDOWMENT FOR THE SUPPORT AND BENEFIT OF MOSES BROWN SCHOOL.

  • 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.

    Expenses $2,321,715 · Grants $2,321,715

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Reza Taleghani

    TRUSTEE, CLERK MOSES BROWN

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Jane Ritson-Parsons

    TRUSTEE, CLERK MOSES BROWN

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Peter Ramsden

    TRUSTEE, TREASURER MOSES BROWN

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Shaun Levesque Trustee

    TREASURER MOSES BROWN (THRU 9/30/2023)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Dawn Tripp

    TRUSTEE, CLERK/SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 3 related

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.

Grants on this return

  • MOSES BROWN SCHOOL

    $2,321,715

    SUPPORT FOR THE GENERAL OPERATIONS OF MOSES BROWN SCHOOL

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202511359349308631

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