THE@SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE@SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION (EIN 61-6356351)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202641339349101569
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-13T10:28:32-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232472424PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PITCAIRN TRUST COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1161 WASHINGTON STREET STE 801AddressLine1Txt
CityCONSHOHOCKENCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19428ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN616356351EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SCOTT AND PATRICE BRICKMANBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSCOTBusinessNameControlTxt
Phone2158876700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O 161 WASHINGTON ST STE 801AddressLine1Txt
CityCONSHOHOCKENCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19428ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT BRICKMANPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone2158816700PhoneNum
Signature2026-05-12SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW R HILBERTPreparerPersonNm
PTINP01437997PTIN
Phone2158816015PhoneNum
Preparation2026-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,410,809FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,280InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,280InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$65,938DividendsRevAndExpnssAmt
Dividends Net Invst Incm$65,938DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$56,139NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$888,919GrossSalesPriceAmt
Total Rev And Expnss$13,079TotalRevAndExpnssAmt
Total Net Invst Incm$69,218TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$9,409OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,409OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$551TaxesRevAndExpnssAmt
Taxes Net Invst Incm$551TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$9,960TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,960TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$273,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$273,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$282,960TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,960TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$273,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$269,881ExcessRevenueOverExpensesAmt
Net Investment Income$59,258NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$752,505SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$548,325SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$548,325SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$527,898CorporateStockBOYAmt
Corporate Stock EOY$531,960CorporateStockEOYAmt
Corporate Stock EOYFMV$1,186,651CorporateStockEOYFMVAmt
Corporate Bonds BOY$731,371CorporateBondsBOYAmt
Corporate Bonds EOY$661,610CorporateBondsEOYAmt
Corporate Bonds EOYFMV$675,833CorporateBondsEOYFMVAmt
Total Assets BOY$2,011,774TotalAssetsBOYAmt
Total Assets EOY$1,741,895TotalAssetsEOYAmt
Total Assets EOYFMV$2,410,809TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,011,774RetainedEarningBOYAmt
Retained Earning EOY$1,741,895RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,011,774TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,741,895TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,011,774TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,741,895TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,011,774TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$269,881ExcessRevenueOverExpensesAmt
Other Increases$2OtherIncreasesAmt
Subtotal$1,741,895SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,741,895TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyNATL FIN SVCS 0077PropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$888,919GrossSalesPriceAmt
Cost Or Other Basis$945,058CostOrOtherBasisAmt
Gain Or Loss-$56,139GainOrLossAmt
Gains Minus Excess Or Losses-$56,139GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$56,139CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$824InvestmentIncomeExciseTaxAmt
Subtotal$824SubtotalAmt
Tax Based On Investment Income$824TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$19,227EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$19,227TotalPaymentsAndCreditsAmt
Overpayment$18,403OverpaymentAmt
Applied To ES Tax$18,403AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PITCAIRN TRUST COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2158816015PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1165 TOWNSHIP LINE RDAddressLine1Txt
Address Line2STE 3000AddressLine2Txt
CityJENKINTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19046ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SCOTT BRICKMAN
9115 BURNING TREE ROADBETHESDAMD20817CO-TRUSTEE000.00$0$0$0
PATRICE KING BRICKMAN
9001 DURHAM DRIVEPOTOMACMD20854CO-TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,752,536AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$626,285AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,378,821TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,378,821AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,682CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,343,139NetVlNoncharitableAssetsAmt
Minimum Investment Return$117,157MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$117,157MinimumInvestmentReturnAmt
Tax Based On Investment Income$824TaxBasedOnInvestmentIncomeAmt
Total Tax$824TotalTaxAmt
Distributable Before Adj$116,333DistributableBeforeAdjAmt
Distributable Before Ded$116,333DistributableBeforeDedAmt
Distributable As Adjusted$116,333DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$273,000ExpensesAndContributionsAmt
Qualifying Distributions$273,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$116,333DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$30,397ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$289,955ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$303,646ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$29,070ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$653,068TotalExcessDistributionCyovAmt
Qualifying Distributions$273,000QualifyingDistributionsAmt
Applied To Current Year$116,333AppliedToCurrentYearAmt
Remaining Distri From Corpus$156,667RemainingDistriFromCorpusAmt
Total Corpus$809,735TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$30,397ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$779,338ExcessDistriCyovToNextYrAmt
Excess From Year3$289,955ExcessFromYear3Amt
Excess From Year2$303,646ExcessFromYear2Amt
Excess From Year1$29,070ExcessFromYear1Amt
Excess From Current Year$156,667ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AIM HIGH CHARITABLE TRUST
139 CLINTON ROADWEYMOUTHMA02189N/APC2023-2024 SCHOLARSHIPS$50,000
AUTISM SPEAKS
1060 STATE ROADPRINCETONNJ08540N/APCSUPPORT OF THE FUNDRAISING EFFORTS$5,0002ND FLOOR
CHILDREN'S HOSPITAL FOUNDATION
1 INVENTA PLACESILVER SPRINGMD20910N/APCGENERALOPERATIONS IN SUPPORT$150,0006TH FLOOR WEST
DON BOSCOCRISTOREY
1010 LARCH AVENUETAKOMA PARKMD20912N/APCGENERAL OPERATING SUPPORT$40,000
LEUKEMIA & LYMPHOMA SOCIETY INC
PO BOX 22324NEW ORKNY10087N/APCCAMPAIGN SUPPORTING AGAINST CANCER$500
THE ARC
2000 PENNSYLVANIA AVE NWWASHINGTONDC20006N/CPCGENERAL OPERATING SUPPORT$5,000
WASHINGTON DC POLICE FOUNDATION
1310 L STREET NWWASHINGTONDC20005N/APCGENERAL OPERATIONS IN SUPPORT$2,500STE 325
WOLF TRAP FOUNDATION
1645 TRAP ROADVIENNAVA22182N/APCGENERAL OPERATING SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$273,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,280ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$65,938ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$56,139ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$13,079ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,079TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$661,610EOYBookValueAmt
EOYFMV$675,833EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCKS
DOMESTIC EQUITIES$314,212$934,424
INTERNATIONAL$217,748$252,227

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCESDesc
Amt$2Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVEST ADVISORY FEE NFL 0077CategoryTxt
Amt$9,409Amt
Net Investment Income$9,409NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELD NFS 0077CategoryTxt
Amt$551Amt
Net Investment Income$551NetInvestmentIncomeAmt

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