Return of Private Foundation
Form 990-PF
For calendar year 2007, or tax year beg inning
G Check all that apply.
Initial return
Final return
2007 , and endin g
Amended return
Address change
ROBERT M. AND THELMA Y. BROWN FOUNDATION
10 ROCKLYNN PLACE
PITTSBURGH , PA 15228
Otp`nise ,
Employer identification number
B
Telephone number (see the instructions)
C
D
Check type of organization
X Section 501(c)(3 ) exempt private foundation
Section 4947 (a)( 1 ) nonexem p t charitable trust
Other taxable p rivate foundation
Fair market value of all assets at end of year
J Accounting method
X Cash
Accrual
(from Part ll, column (c), line 16)
Oth er (speci f y) _ _ _ _ _ _ _ _ _ _ _ _
$
453, 197.
Exp enses ^ a total of amounts in
columns (b), (c), and (d) may not necessadly equal the amounts in column (a)
(see the instructions) )
1
Contributions , gifts, grants , etc, received (att sch)
2
Ck ^
if the foundn is not req to att Sch B
a Revenue and
()
expenses
per books
If exemption application is pending, check here
1 Foreign organizations , check here
2 Foreign organizations meeting the 85% test, check ❑
ll^
here and attach computation
E
If private foundation status was terminated
under section 507(b )(1)(A) , check here
F
If the foundation is in a 60-month termination
under section 507(b )( 1)(B), check here
P- F1
(Part 1, column (d) must be on cash basis )
Analysis of Revenue an d
(b) Net investment
()
income
(c) An
net
ome
income
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cash investments
4 Dividends and interest from securities
5a Gross rents
b Net rental income
or (loss)
N ga i n/poss) from sale of assets not on line 10
6 a Net
b Gross sales puce for all
E
assets on line 6a
V
7
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453
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12
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13
Compensation of officers, directors , trustees, etc
14
15
16a
b
e
17
18
19
Other employee salaries and wages
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Legal ees atta
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C2
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21
22
23
Travel, conferences , and meetings
Printing and publications
Other expenses (attach schedule)
24
Total operating and administrative
expenses. Add lines 13 through 23
N
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See Statement 3
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4,539.
25 Contributions , gifts, grants paid Part XV
Total expenses and disbursements.
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27 Subtract line 26 from line 12:
a Excess of revenue over ex p enses
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8 Net short-term capital gain
9 Income modifications
10a Gross sales less
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allowances
b Le ss• Cost of
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c Gross profit/(loss ) (att sch )
11 Other income (attach schedule )
to d
e-i
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8 , 862.
(d) Disbursements
for charitable
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Name change
A
25 -6816856
or type.
See Specific
Instructions.
H
2 007
Note : The foundation may be able to use a copy of this return to satisfy state
Department of the Treasury
Internal Revenue Service
Usethe
IRS label .
OMB No 1545-0052
or Section 4947(aXl) Nonexempt Charitable Trust
Treated as a Private Foundation
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26
and disbursements
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25,449.
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20,910.
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BAA For Privacy Act and Paperwork Reduction Act Notice, see the instructions .
TEEAD504L 021201oa
Form990-PF (2007)
:Wis.
## {##
Form 990-PF (2007) ROBERT M. AND THELMA Y. BROWN FOUNDATION
Balance Sheets
1
Cash - non-Interest-bearing
2
3
Savings and temporary cash investments
Accounts receivable
--------Less: allowance for doubtful accounts ^
-------- Pledges receivable
---------Less: allowance for doubtful accounts ^
---------Grants receivable
4
5
6
q
S
S
E
T
S
7
8
9
12
14,172.
23, 951.
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23, 951.
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Receivables due from officers, directors, trustees , and other
disqualified persons (attach schedule ) ( see the instructions)
Other notes and loans receivable (attach sch)
---------Less: allowance for doubtful accounts ^
Inventories for sale or use
Prepaid expenses and deferred charges
%
Investments - land buildings, and
equipment, basis
Less: accumulated depreciation
(attach schedule)
Investments - mortgage loans
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---------
13 Investments - other (attach schedule)
313, 530.
15
16
Land, buildings, and equipment: basis
Less accumulated depreciation
(attach schedule)
^
Other assets (describe ^
--- - - - - - - - - - - - - Total assets (to be completed by all filers -
17
18
19
20
21
Accounts payable and accrued expenses
Grants payable
Deferred revenue
Loans from officers, directors, trustees, & other disqualified persons
Mortgages and other notes payable (attach schedule )
22
Other liabilities (describe
23
Total liabilities (add lines 17 through 22)
Foundations that follow SFAS 117, check here
and com p lete lines 24 throu g h 26 nd lines 30 and 31 .
31 4, 306.
429, 246.
,,+.+;;ss ss##";;ss
HI,;,+++++,+,+,
see instructions. Also, see p ag e 1, item I
327, 702.
338, 257.
453, 197.
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S
Page 2
End of year
(b) Book Value
(c) Fair Market Value
10a Investments - U S and state government
obligations (attach schedule)
b Investments - corporate stock ( attach schedule)
c Investments - corporate bonds (attach schedule)
11
L
A
B
L
25-6816856
Beginning of year
(a) Book Value
Attached schedules and amounts in the description
co l umn s h ou ld b e f or en d -o f - year amoun t s on l y
(See instnxbons )
0.
0.
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N F
24
T N
D
25
26
A
S B
S A
E L
Unrestricted
Temporarily restricted
Permanently restricted
Foundations that do not follow SFAS 117 , check here
and complete lines 27 through 31.
T A
27 Capital stock, trust principal, or current funds
S N
28
0 E
29
R S
30 Total net assets or fund balances (see the instructions)
31
$%
^ X
327, 702.
338 , 257.
327, 702.
338,257 .
327 , 702 . 1
338 , 257 .
Paid-in or cap ital sur p lus, or land, buildin g, and eq ui p ment fund
Retained earnings, accumulated income, endowment, or other funds.
liabilities
Tot
(se a l tli a
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n et assets/fund balances
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X11; Analysis of Chan ges in Net Assets or Fund Balances
1
2
3
4
5
6
BAA
Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with
end-of-year figure reported on prior year's return)
Enter amount from Part I, line 27a
Other increases not included in line 2 ( Itemize)
^
-----------------------------Add lines 1, 2, and 3
Decreases not included in line 2 (itemize)
^
----------------- --- ------- --Total net assets or fund balances at end of year ( line 4 minus line
- Part II, column (b) , line 30
iEEA0ao21- 07n5/07
1
2
3
4
327 , 702.
10,555.
338 , 257.
5
6
338,257.
Form 990-PF (2007)
Form 990-PF (2007) ROBERT M. AND THELMA Y. BROWN FOUNDATION
P. ...,; 1 Capital Gains and Losses for Tax on Investment Income
`
25-6816856
(b) How acquired
P - Purchase
D - Donation
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shares MLC Company)
(C) Date acquired
(month, day, year)
Page 3
(d) Date sold
(month, day, year)
la See Statement 4
b
C
d
IS
(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
b
C
d
e
Com p lete onl y for assets showing gain in column (h) and owned by the foundation on 12/31 /69
(i) Fair Market Value
(j) Adjusted basis
(k) Excess of column (i)
as of 12/31/69
as of 12/31/69
over column (I), if any
(1) Gains (Column (h)
gain minus column (k), but not less
than -0-) or Losses (from column (h))
a
b
C
d
e
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
Capital gain net income or (net capital loss).
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 the instructions). If (loss), enter -0in Part I, line 8
2
27, 142.
3
994.
OFIF R/ Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
XM No
If 'Yes,' the foundation does not qualify under section 4940 (e). Do not complete this part
1 Enter the appropriate amount in each column for each year; see the instructions before making any entries.
(a)
(b)
(c)
(d)
Base period years
Adjusted qualifying distributions
Net value of
Distribution ratio
Calendar year (or tax year
noncharitable-use assets
(column (b) divided by column (c))
beginning in)
2006
2005
2004
2003
2002
18,812.
18,608.
15,4 7.
12,257.
485.
0.045543
0.047338
0.041476
0.035612
0.001355
413, 062.
393, 089.
371, 466.
344 184.
357,845.
2
Total of line 1, column (d)
2
0.171324
3
Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the
number of years the foundation has been in existence if less than 5 years.
3
0 . 034265
4
Enter the net value of noncharitable-use assets for 2007 from Part X, line 5
4
451,244.
5
Multiply line 4 by line 3
5
15, 462.
6
Enter 1 % of net investment income (1 % of Part I, line 27b)
6
360.
7
Add lines 5 and 6
7
15,822.
8
Enter qualifying distributions from Part XII, line 4
8
20 , 910.
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1 b, and complete that part using a 1 % tax rate . See the
Part VI Instructions
BAA
Form 990-PF (2007)
TEEA0303L
07/25/07
Form 990-PF (2007) ROBERT M. AND THELMA Y. BROWN FOUNDATION
25-6816856
^; #r Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see the instructions
1 a Exempt operating foundations described in section 4940(d)(2), check here
^ L_j and enter 'N/A' on line 1
_ _ _ _ _ _ _ (attach copy of ruling letter if necessary - see instructions)
Date of ruling letter :
b Domestic foundations that meet the section 4940(e) requirements in Part V,
check here
X and enter 1% of Part I, line 27b
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, column (b)
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable
foundations only Others enter -0-)
2
6
a
b
c
d
7
8
9
10
11
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
Tax based on investment income . Subtract line 4 from line 3. If zero or less, enter -0Credits/Payments:
2007 estimated tax pmts and 2006 overpayment credited to 2007
6a
Exempt foreign organizations - tax withheld at source
6b
Tax paid with application for extension of time to file (Form 8868)
6c
Backup withholding erroneously withheld
6d
Total credits and payments. Add lines 6a through 6d
Enter any penalty for underpayment of estimated tax. Check here El if Form 2220 is attached
Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed
See Statement 5
Overpayment . If line 7 is more than the total of lines 5 and 8, enter the amount overpaid
Enter the amount of line 10 to be Credited to 2008 estimated tax
^
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1
s`'s
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360.
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2
3
3 Add lines 1 and 2
4
5
Page 4
0.
360.
4
0.
5
360.
z'
MM'
7
0.
8
9
373.
10
I
Refunded
11
1 Statements Regarding Activities
[
1 a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it
participate or intervene in any political campaign?
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes
(see the instructions for definition)?
If the answer is 'Yes' to la 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?
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
^ $
e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on
b. $
foundation managers
0.
2 Has the foundation engaged in any activities that have not previously been reported to the IRS?
If 'Yes, 'attach a detailed description of the activities
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
4a Did the foundation have unrelated business gross income of $1,000 or more during the year?
b If 'Yes,' has it filed a tax return on Form 990-T for this year?
5 Was there a liquidation, termination, dissolution, or substantial contraction during the year?
'#$t# Yes
1a
No
X
1b
X
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1c
^;r
X
ssssss
2
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3
3
4a
4b
5
X
X
N A
X
If 'Yes,' attach the statement required by General Instruction T
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either.
• By language in the governing instrument, or
6
• 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?
7 Did the foundation have at least $5,000 in assets at any time during the year? If 'Yes,' complete Part ll, column (c), and Part XV
8a Enter the states to which the foundation reports or with which it is registered (see the instructions)
N/A
b If the answer is 'Yes' to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General
(or designate) of each state as required by General Instruction G? If No,'attach explanation
9
10
Is the foundation claiming status as a private operating foundation within the meaning of section 49420)(3) or 49420)(5)
for calendar year 2007 or the taxable year beginning in 2007 (see instructions for Part XIV)? If 'Yes,' complete Part XIV
6
7
X
X
^s^: s;:;;$y ##ss#srrii
ssss;## i ,s s#x s#
8b
WMN
X
9
X
10
X
Did any persons become substantial contributors during the tax year? If 'Yes, ' attach a schedule listing their names
BAA
Form 990-PF (2007)
TEEA0304L
07/26/07
Form 990-PF (2007)
ROBERT M. AND THELMA Y.
BROWN FOUNDATION
25-6816856
Page 5
ents
11 a 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)
X
b If 'Yes', did the foundation have a binding written contract in effect on August 17, 2006, covering the interest, rents,
royalties, an annuities described in the attachment for line 11 a?
12 Did the foundation acquire a direct or indirect interest in any applicable insurance contract?
13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
Website address
^ N/A
lib
12
13
N A
X
X
----------------------------------------14 The books are in care of ^ ROBERT M. BROWN
_ _ _ - _ Telephone no. ^ 412-281-7692
--------------------------------Located at ^
PITTSBURGH PA
10 ROCKLYNN PLACE
15228
------------------------------------ ZIP +4 ^
-------- I --^
15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here
AN I A,
and enter the amount of tax-exem pt interest received or accrued durin g the year
^ 15
N/A
Statements Re g ardin g Activities for Which Form 4720 May Be Re q uired
offi `,
File Form 4720 if any item is checked in the 'Yes' column , unless an exception applies.
1 a 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?
[ Yes
N No
'i
Yes
"'`
rr;;;fl #N
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a
disqualified person'
Yes
X No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
X No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
X No
[ Yes
No
Yes
XNo
(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)'
(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.)
b If any answer is 'Yes' to la(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 the instructions)?
Organizations relying on a current notice regarding disaster assistance check here
a At the end of tax year 2007, did the foundation have any undistributed income (lines 6d
and 6e, Part XI II) for tax year(s) beginning before 20077
If 'Yes,' list the years
20
, 20
, 20
, 20
-----'
ss
g, g^
s #{ss
1c
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a
private operating foundation defined in section 4942
or 49420)(5))
[]Yes
4a Did the foundation invest during the year any amount in a manner that would jeopardize its
charitable purposes?
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 be g innin g in 2007'
BAA
TEEA0305L
02/20/08
N A
X
No
s ri z
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
b If 'Yes,' did it have excess business holdings in 2007 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 holden gs 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 2007)
sss;#%:%^
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0M ^
;s ;,;•;;; ;;;;,,;,,,
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 the instructions.)
3a Did the foundation hold more than a 2% direct or indirect interest in any business
enterprise at any time during the year?
X Nrf „sr #^r
'# x#?
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1b
c Did the foundation engage in a prior year in any of the acts described in la, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 20077
2
""""
s•;i;
[ Yes
No
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4a
N A
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4b
Form 990-PF (2007)
ROBERT M. AND THELMA Y. BROWN FOUNDATION
Form 990-PF (2007)
25-6816856
Statements Re g ardin g Activities for Which Form 4720 May Be Re q uired (continued)
5a During the year did the foundation pay or incur any amount to:
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
(3) Provide a grant to an individual for travel, study, or other similar purposes?
4
Provide a grant to an organization other than a charitable, etc, organization described
in section 509(a)(1), (2), or (3), or section 4940(d)(2)' (see instructions)
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
❑ Yes
❑ No
e Yes
Yes
XX No
X No
❑ Yes
No
Yes
No
b If any answer is Yes' to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions
described in Re ulations section 53.4945 or in a current notice regarding disaster assistance
(see instructions)?
^ ❑
Organizations relying on a current notice regarding disaster assistance check here
c If the answer is Yes' to question 5a(4), does the foundation claim exemption from the
tax because it maintaine d expenditure responsibility for the grant?
N/A
❑ Yes
Pa ge 6
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❑ No
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If 'Yes , ' attach the statement required by Regulations section 53 4945-5(d)
%##%"`
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N N
6a Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums
on a personal benefit contract?
## ±
❑ Yes
### i+++ l±l
N No
b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
lfyou answered Yes' to 6b, also file Form 8870
7a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
❑ Yes
b if es, did the foundation receive an p roceeds or have any net income attributable to the transaction?
6b
X
ss #s#,#####% ###";##
No
;z#z;$# ';s>;##### ## s#;#?„
7b
NVA
:g information About Officers , Directors , Trustees , Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers . directors . trustees . foundation managers and their compensation (see instructional
(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
com p ensation
(e) Expense account,
other allowances
------------------------
------------------------
------------------------
-------------------------
Z
Compensation of five highest- paid emolovees (other than those included on line 1- see instructions). If none- enter'NONE.'
(a) Name and address of each employee
(b) Title and average
(c) Compensation
(d) Contributions to
(e) Expense account,
paid more than $50,000
hours per week
employee benefit
other allowances
devoted to position
plans and deferred
com p ensation
None
-------------------------------------------------------------------------------------------------------------------Total number of other em p loyees p aid over $50,000
tSAA
^
TEEA0306L
02/20/08
0
rorm uyu-rr (CUUf)
Form 990-PF (2007) ROBERT M. AND THELMA Y. BROWN FOUNDATION
25-6816856
Page 7
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 p erson p aid more than $50,000
(b) Typ e of service
(c) Com p ensation
None
--------------------------------------
--------------------------------------
--------------------------------------
--------------------------------------
-------------------------------------Total number of others receivin g over $50,000 for professional services
^
0
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.
1
2
3
Expenses
N/A
-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
-----------------------------------------------------------------------------------------------------------
4
Summary of Program - Related Investments (see instructions)
Describe the two lar g est p ro g ram-related investments made by the foundation durin g the tax year on lines 1 and 2
1
2
Amount
N/A
---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
All other program-related investments. See instructions.
3
----------------------------------------------------------------------------------------------------------Total . Add lines 1 throu gh 3
^
0.
Form 990-PF (2007)
BAA
TEEA0307L
02/20/08
Form 990-PF (2007) ROBERT M. AND THELMA Y. BROWN FOUNDATION
25-6816856
Page 8
Minimum
Investment
i iY N
Return (All domestic foundations must complete this part. Foreign foundations,
see instructions.)
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
b Average of monthly cash balances
c Fair market value of all other assets (see instructions)
d Total (add lines 1 a, b, and c)
e Reduction claimed for blockage or other factors reported on lines 1 a and 1 c
(attach detailed explanation)
I 1e
2 Acquisition indebtedness applicable to line 1 assets
3 Subtract line 2 from line Id
1
4
5
6
la
1b
1c
441,523.
16,593.
1d
458,116.
2
3
0.
458,116.
4
6,872.
5
451,244.
6
22,562.
0.
Cash deemed held for charitable activities Enter 1-1/2% of line 3
(for greater amount, see instructions)
Net value of noncharitable-use assets . Subtract line 4 from line 3. Enter here and on Part V, line 4
Minimum investment return . Enter 5% of line a
U Distributable Amount (see instructions) (Section 49420)(3) and 0)(5) private operating foundations
and certain forei g n org anizations check here ^
and do not com p lete this p art.
1
2a
b
c
3
4
5
6
7
Minimum investment return from Part X, line 6
Tax on investment income for 2007 from Part VI, line 5
2a
Income tax for 2007. (This does not include the tax from Part VI.)
2b
Add lines 2a and 2b
Distributable amount before adjustments. Subtract line 2c from line 1
Recoveries of amounts treated as qualifying distributions
Add lines 3 and 4
Deduction from distributable amount (see instructions)
Distributable amount as adj usted. Subtract line 6 from line 5 Enter here and on Part XIII, line 1
1
22,562.
360.
2c
3
4
5
6
7
360.
22,202.
22,202.
22,202.
R$WM 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
b Program-related investments - total from Part IX-B
2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc, purposes
Amounts set aside for specific charitable projects that satisfy the:
a Suitability test (prior IRS approval required)
b Cash distribution test (attach the required schedule)
4 Qualifying distributions . Add lines la through 3b Enter here and on Part V, line 8, and Part XIII, line 4
1a
1b
20,910.
2
3
5
6
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income.
Enter 1% of Part I, line 27b (see instructions)
Adjusted qualifying distributions . Subtract line 5 from line 4
Note :
BAA
3a
3b
4
20,910.
5
360.
6
20,550.
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating wheth er the foundation
qualifies for the section 4940(e) reduction of tax in those years
Form 990-PF (2007)
TEEA0308L
07/27/07
Form 990-PF (2007) ROBERT M. AND THELMA Y. BROWN FOUNDATION
25-6816856
Page 9
Undistributed Income (see instructions)
(a )
Corpus
Distributable amount for 2007 from Part XI,
line 7
1
Undistributed income if an y, as of the end of 2006
2
a Enter amount for 2006 only
b Total for prior years.
3
ZO
20
20
Excess distributions carryover, if any, to 2007:
a From 2002
b From 2003
c From 2004
d From 2005
e From 2006
f Total of lines 3a through e
4
Qualifying distributions for 2007 from Part
XI I, line 4 : 11
$
20,910.
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b
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6
Enter the net total of each column as
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b Prior years' undistributed income. Subtract
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c Enter the amount of prior years' undistribut
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Subtract lines 7 and 8 from Ime 6a
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Form 990-PF (2007)
BAA
TEEA0309L
07/30/07
Form 990-PF (2007) ROBERT M. AND THELMA Y. BROWN FOUNDATION
25-6816856
Private O peratin g Foundations (see instructions and Part VII-A, q uestion 9)
1 a If the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling
is effective for 2007, enter the date of the ruling
11
b Check box to indicate whether the foundation is a pr
foundation described in section
I 14942(1)(3) or
2a Enter the lesser of the adjusted net
Tax year
Prior 3 years
income from Part I or the minimum
(a) 2007
(b)
2006
(c) 2005
(d) 2004
investment return from Part X for
each year listed
b 85% of line 2a
Page 10
N/A
(e) Total
c Qualifying distributions from Part XII,
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 quali ing under
section 4942(j)(3)(B)(
b 'Endowment ' alternative test - enter 2/3 of
minimum investment return shown in Part X,
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 49420)(3)(B)(m)
(3) Largest amount of support from
an exempt organization
(4) Gross investment income
IWORMIN Supplementary Information (Complete this part only if the organization had $5, 000 or more in
assets at any time during the year - see instructions.)
1
Information Regarding Foundation Managers:
a List 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) )
None
b List 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.
None
2
Information Regarding Contribution , Grant, Gift, Loan , Scholarship, etc, Programs:
Check here ^ F1 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, (see instructions) to individuals or organizations under other conditions,
complete items 2a, b, c, and d.
a The name, address, and telephone number of the person to whom applications should be addressed:
b The form in which applications should be submitted and information and materials they should include:
c Any submission deadlines:
d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors.
BAA
i
o3ioL o7r31ro7
Form 990-PF (2007)
Form 990-PF 2007 ROBERT M. AND THELMA Y. BROWN FOUNDATION
?N±^ Supplementary Information (continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
If recipient is an individual,
Recipient
show any relationship to Foundation
any foundation manager or status of
recipient
substantial contributor
Name and address (h ome or business
25-6816856
Purpose of grant or
contribution
Pag e 11
Amount
a Paid during the year
See Statement 6
Total
^
3a
^
3bl
20,910.
b Approved for future payment
Total
BAA
TEEA0501L 07/26/07
Form 990-PF (2007)
Form990-PF (2007)
ROBERT M. AND THELMA Y. BROWN FOUNDATION
25-6816856
Page 12
Analysis of Income -Producing Activities
Ente gross amounts unless otherwise indicated.
Unrelated business income
(a)
(b)
Business
Amount
code
rogram service revenue:
1
Excluded by section 512, 513, or 514
(c)
(d)
Amount
Exclusion
code
(e)
Related or exempt
function income
(see the instructions)
a
b
c
d
e
f
2
3
4
5
9 Fees and contracts from government agencies
Membership dues and assessments
Interest on savings and temporary cash investments
Dividends and interest from securities
14
8,862.
;;;#;,:; ;;;:;;;;
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Net rental income or (loss) from real estate:
x:;;.
a Debt-financed property
b Not 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
27,142.
9 Net income or (loss) from special events
10 Gross profit or (loss) from sales of inventory
;s #,.,;;c #;;;;;rr#N,s:;#
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11 Other revenue.
s
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a
b
c
d
e
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12 Subtotal. Add columns (b), (d), and (e)
___
36 004 .
M13 Total . Add line 12, columns (b), (d), and (e)
13
36,004.
(See worksheet in the instructions for line 13 to verify calculations.)
Relationship of Activities to the Accomplishment of Exempt Purposes
BAA
TEEA0502L
07/26/07
Form 990-PF (2007)
ROBERT M. AND THELMA Y. BROWN FOUNDATION
Form 990-PF 2007
25-6816856
Page 13
L Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Exempt Organizations
Yes
Did the organization directly or indirectly engage in any of the following with any other organization
described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527,
relating to political organizations ?
a Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash
(2) Other assets
b Other transactions :
(1) Sales of assets to a noncharitable exempt organization
(2) Purchases of assets from a noncharltable exempt organization
(3) Rental of facilities, equipment, or other assets
(4) Reimbursement arrangements
(5) Loans or loan guarantees
(6) Performance of services or membership or fundraising solicitations
c Sharing of facilities, equipment, mailing lists, other assets, or paid employees
No
#%%##;r r ,sc'£s s;
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',:
1a 1
X
1a 2
X
„ Es` f :,,,.#N # # »%#,
1
1
1
1
1
1
1
b (l )
b (2)
X
X
b
b (4)
b (5)
b (6)
c
X
X
X
X
X
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
an y transaction or sharin g arran ement, show in column (d) the value of th e g oods, other assets, or services received.
(a) Line no
N/A
(b) Amount involved
(c) Name of nonchantable 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) of the Code (other than section 501(c)(3)) or in section 527?
b If 'Yes,' complete the following schedule.
(a) Name of or anization
b T
e of or anization
N/A
Under penalties of perjury I declare that I have e xamined
complete Declaration o? preparer (other than taxpayer or fiduciary) is based on all informa
5
N
E
/1
JW
^
G
N
Signatur
Paid
R PreE parer's
U
u se
Onl y
BAA
f officer or trustee
Preparer's
signature
JOHN W .
Firm 's name (or
B.
yours if selfemto
a ddrre ss , a nd
ZIP code
200 DINSMORE AVENUE
PITTSB URGH,
Iiii.
ROSE
[ Yes
c Descrl tlon of relationshl
XX No
2007
Federal Statements
Page 1
ROBERT M. AND THELMA Y. BROWN FOUNDATION
25-6816856
Statement 1
Form 990 -PF, Part I , Line 16b
Accounting Fees
(a)
Expenses
per Books
ACCOUNTING FEES
$
575.
575.
Total
(b) Net
Investment
Income
0.
(c)
Adjusted
Net Income
0.
(d)
Charitable
Purposes
0.
Statement 2
Form 990 -PF, Part I , Line 16c
Other Professional Fees
(a)
Expenses
per Books
MANAGEMENT FEE
$
Total
3 , 854.
3,854.
(b) Net
Investment
Income
0.
(c)
Adjusted
Net Income
0.
(d)
Charitable
Purposes
0.
Statement 3
Form 990 -PF, Part I , Line 23
Other Expenses
(a)
Expenses
per Books
CUSTODIAL FEES
$
Total
110.
110.
(b) Net
Investment
Income
0.
(c)
Adjusted
Net Income
0.
(d)
Charitable
Purposes
0.
Statement 4
Form 990-PF , Part IV, Line 1
Capital Gains and Losses for Tax on Investment Income
Item
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
(a) Description
CAPITAL GAINS DISTRIBUTIONS
70 MCGRAW HILL COMPANIES
15 AMERISOURCEBERGEN CORP
100 AMERISOURCEBERGEN CORP
100 CBL & ASSOC PROPERTIES
100 LIBERTY PROPERTY TRSUT
PHARMERICA CORP
110 NOKIA CORPORATION
19 PHARMERICA CORP
55 EXXON MOBIL CORP
95 DENTSPLY INTERNATIONAL
100 ISHARES MSCIEAFE INDEX FUND
8.110 VANGUARD EMERGING MKTS
23.548 VANGUARD EMERGING MKTS
111.485 VANGUARD EMERGING MKTS
(b) How
Acquired
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
(c) Date
Acquired
Various
2/09/2004
2/09/2004
2/09/2004
2/09/2004
2/09/2004
2/09/2004
2/08/2005
2/09/2004
5/07/2004
2/09/2004
2/07/2003
12/23/2005
12/23/2004
2/05/2003
(d) Date
Sold
Various
2/07/2007
2/07/2007
2/07/2007
6/14/2007
6/14/2007
7/31/2007
9/25/2007
9/25/2007
9/25/2007
9/25/2007
10/16/2007
10/17/2007
10/17/2007
10/17/2007
2007
Federal Statements
Page 2
ROBERT M. AND THELMA Y. BROWN FOUNDATION
25-6816856
Statement 4 (continued)
Form 990 -PF, Part IV, Line 1
Capital Gains and Losses for Tax on Investment Income
Item
16
17
18
19
20
21
22
Item
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
(b) How
Acquired
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
(a) Desc ription
60 INGERSOLL RAND
25 BECTON DICKINSON & COMPANY
25 BECTON DICKINSON & COMPANY
40 BP AMOCO
175 AMCOL INTERNATIONAL CORP
300 ARTHUR J GALLAGHER & COMPANY
110 ARTHUR J GALLAGHER & COMPANY
(e)
Gross
Sales
994.
4,769.
785.
5,239.
3,949.
4,495.
9.
4,007.
289.
4,991.
3,884.
8,284.
280.
813.
3,851.
3,131.
2,066.
2,066.
3,019.
6,827.
7,833.
2,872.
(f)
Deprec.
Allowed
(g)
Cost
Basis
0.
2,691.
422.
2,818.
2,815.
3,969.
0.
1,724.
192.
2,404.
2,057.
3,158.
154.
337.
855.
2,018.
1,189.
1,189.
1,918.
4,895.
9,521.
2,985.
(h)
Gain
(Loss)
994.
2,078.
363.
2,421.
1,134.
526.
9.
2,283.
97.
2,587.
1,827.
5,126.
126.
476.
2,996.
1,113.
877.
877.
1,101.
1,932.
-1,688.
-113.
(i)
FMV
12/31/69
(c) Date
Acquired
9/03/2004
2/09/2004
2/09/2004
2/09/2004
3/24/2006
5/07/2004
8/10/2006
(j)
Adj. Ba s.
12/31/69
(d) Date
Sold
10/17/2007
10/17/2007
10/17/2007
10/17/2007
11/08/2007
11/30/2007
11/30/2007
(k)
Excess
(i) - (j)
$
Total
(1)
Gain
(Loss)
994.
2,078.
363.
2,421.
1,134.
526.
9.
2,283.
97.
2,587.
1,827.
5,126.
126.
476.
2,996.
1,113.
877.
877.
1,101.
1,932.
-1,688.
-113.
27,142.
Statement 5
Form 990 -PF, Part VI, Line 9
Tax D ue
Tax Due
Late Payment Penalty
Late Interest
$
Total
360.
9.
4.
373.
2007
Federal Statements
Page 3
ROBERT M. AND THELMA Y. BROWN FOUNDATION
25-6816856
Statement 6
Form 990- PF, Part XV, Line 3a
Recipient Paid During the Year
Name and Address
Donee
Relationship
Foundation
Status
Purpose of
Grant
Amount
MT LEBANON UNITED METHODIST
CH
3319 W. LIBERTY AVENUE
PITTSBURGH, PA 15216
OPERATIONAL
$
1,800.
WESTMINISTER PRESBYTERIAN CH
2040 WASHINGTON ROAD
PITTSBURGH, PA 15241
OPERATIONAL
700.
SALVATION ARMY
424 THIRD STREET
PITTSBURGH, PA 15219
OPERATIONAL
2,500.
BROTHERS BROTHER FOUNDATION
1200 GALVESTON AVENUE
PITTSBURGH, PA 15233
OPERATIONAL
500.
WASHINGTON AREA HUMANE
SOCIETY
P.O. BOX 66
EIGHTY FOUR, PA 15330
OPERATIONAL
250.
GREATER PGH COMM FOOD BANK
1 NORTH LINDEN STREET
DUQUESNE, PA 15110
OPERATIONAL
500.
CTR FOR THE THEATER ARTS
250 MT. LEBANON BLVD, STE
400
PITTSBURGH, PA 15234
OPERATIONAL
500.
DARTHMOUTH COLLEGE
6066 DEVELOPMENT OFFICE
HANOVER, NH 03755
OPERATIONAL
500.
WASHINGTON U
ONE BROOKINGS DRIVE
ST. LOUIS, MO 63130
OPERATIONAL
250.
PITTSBURGH ZOO & AQUARIUM
ONE WILD PLACE
PITTSBURGH, PA 15206
OPERATIONAL
1,100.
WOMEN FOR WOMEN
INTERNATIONAL
4455 CONNECTICUT AVE, SUITE
200
WASHINGTON, DC 20008
OPERATIONAL
500.
OUTREACH TEEN & FAMILY
666 WASHINGTON ROAD
PITTSBURGH, PA 15228
OPERATIONAL
500.
12007
Federal Statements
Page
ROBERT M. AND THELMA Y. BROWN FOUNDATION
25-68168561
Statement 6 (continued)
Form 990-PF , Part XV , Line 3a
Recipient Paid During the Year
Name and Address
Donee
Relationship
Foundation
Status
Purpose of
Grant
Amount
NARSAD
60 CUTTER MILL ROAD, STE 404
GREAT NECK, NY 11021
OPERATIONAL
WORLD VISION
P.O. BOX 9716
FEDERAL WAY, WA 98063
OPERATIONAL
3,760.
NAMI
2107 WILSON BOULEVARD SUITE
300
ARLINGTON, VA 22201
OPERATIONAL
500.
CAMP LURECREST MINISTRIES
10800 SIKES PLACE, SUITE 300
CHARLOTTE, NC 28277
OPERATIONAL
1,000.
CAMPUS CRUSADE FOR CHRIST
NATL CAMPUS OFFICE 100 LAKE
HART DR
ORLANDO, FL 32832
OPERATIONAL
300.
UNIVERSITY OF CHICAGO
5801 SOUTH ELLIS AVE, ROOM
007
CHICAGO, IL 60637
OPERATIONAL
250.
TREATMENT ADVOCACY CENTER
200 NORTH GLOBE RD SUITE 730
ARLINGTON, VA 22203
OPERATIONAL
1,000.
NAMI PENNSYLVANIA
2149 NORTH SECOND STREET
HARRISBURG, PA 17110
OPERATIONAL
1,500.
RAINFOREST ALLIANCE
665 BROADWAY SUITE 500
NEW YORK, NY 10012
OPERATIONAL
500.
$
Total
2,500.
Form 8868
Application for Extension of Time To File an
(Rev April 2007)
Department of the Treasury
Internal Revenue Service
Exempt Organization Return
OMB No
1545-1709
^ File a separate application for each return.
• If you are filing for an Automatic 3-Month Extension , complete only Part I and check this box
• If you are filing for an Additional (not automatic) 3-Month Extension , complete only Part If (on page 2 of this form).
^ a
Do not completePartllunlessyou have already been granted an automatic 3-month extension on a previously filed Form 8868
Automatic 3-Month Extension of Time . Only submit original (no copies needed).
Section 501(c) corporations required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete Part ❑
I only
^
All other corporations (including 1120-C filers), partnerships, REMICS, and trusts must use Form 7004 to request an extension of time to file
income tax returns
Electronic Filing (e-file). Generally, you can electronically file Form 8868 if you want a 3-month automatic extension of time to file one of the
returns noted below (6 months for section 501(c) corporations required to file Form 990-T). However, you cannot file Form 8868 electronically if
(1) you want the additional (not automatic) 3-month extension or (2) you file Forms 990-BL, 6069, or 8870, group returns, or a composite or
consolidated Form 990-T. Instead, you must submit the fully completed and signed page 2 (Part II) of Form 8868. For more details on the
electronic filing of this form, visit www irs gov/efile and click on e-file for Charities & Nonprofits
Name of Exempt Organization
Type or
print
File by the
due date for
filing your
return See
instructions
Employer identification number
ROBERT M. AND THELMA Y. BROWN FOUNDATION
1 25-6816856
Number, street , and room or suite number If a P 0 box, see instructions
10 ROCKLYNN PLACE
City, town or post office, state , and ZIP code For a foreign address , see instructions
PITTSBURGH, PA 15228
Check type of return to be filed (file a separate application for each return):
Form 990
Form 990-T (corporation)
Form 990-BL
Form 990-T (section 401(a) or 408(a) trust)
Form 990-EZ
Form 990-T (trust other than above)
X Form 990-PF
Form 1041-A
Form
Form
Form
Form
4720
5227
6069
8870
• The books are in the care of ^ ROBERT M. BROWN
-----------------------------------
Telephone No. 0412-281-7692FAX No ^
• If the organization does not have an office or place of business in the United States, check this box
^ F
• If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN)
. If this is for the whole group,
check this box ^
. If it is for part of the group, check this box
^
and attach a list with the names and EINs of all members
the extension will cover.
1 I request an automatic 3-month (6 months for a section 501(c) corporation required to file Form 990-T) extension of time
until - 8/15_ _
, 20 08 _ , to file the exempt organization return for the organization named above.
The extension is for the organization's return for:
^ Fyl
XX calendar year 20 07 or
^
tax year beginning - - - _ - - - _, 20
and ending - - - - - - _ , 20
2
If this tax year is for less than 12 months, check reason:
11 Initial return
F] Final return
3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits See instructions.
Change in accounting period
3a $
0.
b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated tax payments
made. Include any p rior year overp aym ent allowed as a credit
3b $
0.
c Balance Due . Subtract line 3b from line 3a. Include your payment with this form, or, if required,
deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System).
See instructions
3c $
0.
Caution . If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-EO for
payment in structions.
BAA For Privacy Act and Paperwork Reduction Act Notice, see instructions .
FIFZ0501L 05/01/07
Form 8868 (Rev 4-2007
Form 8868 (R ev 4-2007)
• If you are filing for an Additional (not automatic) 3-Month Extension , complete only Part II and check this box
Note . Only complete Part II if you have already been granted an automatic 3-month extension on a previously filed Form 8868.
• If you are filing for an Automatic 3-Month Extension, complete only Part I (on page 1).
Pa e 2
^ X
Additiona l (not automatic) 3-Month Extension of Time. You must file on inal and one co py .
Name of Exempt Organization
Type
print or
Employer Identification number
ROBERT M. AND THELMA Y. BROWN FOUNDATION
$ :r$, 25-6816856
Number, street , and room or suite number If a P.O box , see instructions
He by the
extended
due date for
filing the
return
.
See
instructions
f Nr
J`
10 ROCKLYNN PLACE
For IRS use only
+
».
»+$
»
City, town or post office , state , and ZIP code For a foreign address , see instructions
JPITTSBURGH,
PA 15228
Check type of return to be filed (File a separate application for each return):
Form 990
X Form 990-PF
Form 1041-A
Form 6069
Form 990-BL
Form 990-T (section 401(a) or 408(a) trust)
Form 4720
Form 8870
Form 990-EZ
Form 990-T (trust other than above)
Form 5227
STOP! Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868.
• The books are in care of ' ROBERT M. BROWN
H
--------------------------------No. ^
11110- F
...
.
• If the organization does not have an office or place of business in the United States, check this box
. If this is for the
• If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN)
[] -If it is for part of the group, check this box I"Fland attach a list with the names and EINs of all
whole group, check this box
members the extension is for.
20 08.
4 I request an additional 3-month extension of time until
11/15_
and ending_
_ _ _ _ _ _ , 20--.
5 For calendar year 2007 , or other tax year beginning _ _ _ _ _ _ _ _ , 20
11 Initial return
return
(Change
6 If this tax year is for less than 12 months, check reason:
flFinal
in accounting period
Taxpayer respectfully_ requests additional time to
7 State in detail why you need the extension
---- ----------- -
_gather information necessary to file a complete and accurate tax return.
----------------
8a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits. See instructions
b If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax
payments made. Include any prior year overpayment allowed as a credit and any amount paid previously
with Form 8868
8a $
0.
;N; Fjs
8b $
0.
8c l $
0.
c Balance Due. Subtract line 8b from line 8a. Include your payment with this form, or, if required, deposit
with FTD cou pon or, if required, by usin g EFTPS (E lectronic Federal Tax Paym ent S ystem) . See instrs
Signature and Verification
Under penalties of perjury , I declare that I have examined this form, including accompanying schedules and statements , and to the best of my knowledge and belief, it is true,
correct , and complete , and that I am authorized to prepare this form
No.
Title
0'
Date
0-
g-i5 or
Notice to Applicant. (To be Completed by the IRS)
B
We have approved this application. Please attach this form to the organization's return.
We have not approved this application. However, we have granted a 10-day grace period from the later of the date shown below or the
due date of the organization's return (including any prior extensions). This grace period is considered to be a valid extension of time for
elections otherwise required to be made on a timely filed return. Please attach this form to the organization's return.
We have not approved this application. After considering the reasons stated in item 7, we cannot grant your request for an extension of
time to file. We are not granting a 10-day grace period.
B
We cannot consider this application because it was filed after the extended due date of the return for which an extension was requested.
Other
By
Director
Date
Alternate Mailing Address. Enter the address if you want the copy of this application for an additional 3-month extension returned to an
address different than the one entered above.
Name
B. ROSE LLC
Type or
print
Number and street (include suite, room , or apartment number) or a P.O . box number
200 DINSMORE AVENUE
City or town, province or state, and country (including postal or LP code)
TTSBURGH, PA 15205
BAA
FIFZ0502L 05/01/07
Form 8868 (Rev 4-2007)